Matthias
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steptb.bsky.social
Matthias
@steptb.bsky.social
“Think lightly of yourself and deeply of the world.” - Miyamoto Musashi
https://www.steptb.com
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December 12, 2025 at 4:12 PM
Once we updated them to regular numbers, the LLM correctly read all our metrics.
December 12, 2025 at 4:12 PM
We had animated stats like "50% increase in ARR" and "35% CAC reduction" on our homepage. When I asked ChatGPT to read them: "0%".
December 12, 2025 at 4:12 PM
The last thing I want is more oligopoly and more "content" - we really don't need any more of that.
December 8, 2025 at 10:20 AM
As a lifelong fan of great films and media productions, what I'd like to see is less oligopoly, more authors, caps on output, and longer windows. This could naturally lead to mid-budget productions thriving again.
December 8, 2025 at 10:20 AM
Netflix has actually followed the trend of squeezing out the mid-budget tier, prioritizing volume over quality (2k+ originals since 2013, heavy on cheap international co-productions, plus some high-budget, award-oriented titles), rather than opposing it.
December 8, 2025 at 10:20 AM
HBO originally pioneered the "prestige TV" era by betting on the mid-tier ($5-20M per season) and prioritizing quality over volume, before its streaming pivot.
December 8, 2025 at 10:19 AM
The 1990s were the golden era of mid-budget masterpieces (Goodfellas: $25M, Pulp Fiction: $8M, The Big Lebowski: $15M, etc.); the decline post-2003 was mainly driven by an increasingly risk-averse oligopoly (6 giants, 85% box office share).
December 8, 2025 at 10:19 AM
At 90%, the system becomes path dependent.
Any delay in monetization or macro slowdown forces choices: cut capex, slow AI infra build-out, lean further into debt.
Equity multiple compression becomes more likely because free cash flow gets squeezed even if revenue grows.
December 1, 2025 at 3:14 PM
And yet people love painting dystopian scenarios where AI completely disrupts our society. The force already disrupting our societies is demography, not AI. If anything, wise AI applications and governance are one of the few cards we have in our hands to avoid the worst.
November 18, 2025 at 8:52 AM
And yet people on sm keep rambling about silly scenarios of large-scale social unrest or even "civil war" in Western societies. The likelihood of such scenarios is extremely low, for simple demographic reasons: we have inverted or near-inverted demographic pyramids.
November 18, 2025 at 8:51 AM