skinny.

Latest / AI Breakdown

Your Twenty Dollar Employee Is Running On Borrowed Money

๐€๐ง๐ญ๐ก๐ซ๐จ๐ฉ๐ข๐œ ๐ญ๐ฎ๐ซ๐ง๐ž๐ ๐ฌ๐ฅ๐ข๐ ๐ก๐ญ๐ฅ๐ฒ ๐ฉ๐ซ๐จ๐Ÿ๐ข๐ญ๐š๐›๐ฅ๐ž, ๐š๐ง๐ ๐ข๐ญ๐ฌ ๐›๐š๐ง๐ค๐ž๐ซ๐ฌ ๐ ๐จ๐ญ ๐ฆ๐จ๐ซ๐ž ๐ง๐ž๐ซ๐ฏ๐จ๐ฎ๐ฌ, ๐ง๐จ๐ญ ๐ฅ๐ž๐ฌ๐ฌ. ๐“๐ก๐ž ๐ˆ๐๐Ž ๐ฌ๐ฅ๐ข๐ฉ๐ฉ๐ž๐ ๐ญ๐จ ๐๐จ๐ฏ๐ž๐ฆ๐›๐ž๐ซ. ๐Ÿ˜ณ

A former Nasdaq executive said the listing went from a no brainer to not a no brainer. When a business improves and the appetite shrinks, the market has stopped pricing the company and started pricing the thing underneath it.

This week on ๐“๐ก๐ž ๐€๐ˆ ๐๐ซ๐ž๐š๐ค๐๐จ๐ฐ๐ง:

๐“๐ก๐ž $๐Ÿ๐ŸŽ ๐„๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ž.

The thing underneath it is debt. The cheap tokens on your desk are paid for with borrowed money, and the lenders started asking for more. Nothing this week made the tool worse. The risk is that the price stopsโ€ฆ

The skinny

The skinny isn't ready yet โ€” notes appear once the transcript is processed.