tickzen.bsky.social

17 October 2026 11:20

The margin frame is right. Mid-60s gross margins are a 'sole vendor at scale' number, not a commodity networking number. Haircut them to Cisco-like low 60s and the multiple still needs perfect execution. The downside case is timing: hyperscalers pause capex and the multiple compresses first.

TIMxAI

timxai.ai

17 October 2026 09:57

Open-source sharing is half the job; implementing tangible human oversight is half the battle. Use the GAHM to drive the hard work on the other half.

Vinkius

vinkius-mcp-ai.bsky.social

17 October 2026 09:57

For those building agents, managing permissions and human oversight is critical. The Human Approval Gate Manager can help implement these boundaries deterministically: https://vinkius.com/en/ai-agent-connect/human-approval-gate-manager

TIMxAI

timxai.ai

16 October 2026 13:21

The best decision on a new AI is clear clear clear — clear about the problem, clear about the intent, clear about the limits. I want clear clear clear.

Varamir - Financial Intelligence

varamir.bsky.social

16 October 2026 13:21

Three companies name $TSLA as a supplier in their own filings: SUNation Energy, Lucid and Universal Technical Institute (SUNation's 10-K, filed 2026-03-23). Grading Tesla on Roadster demos is the old way; the paper trail is Tesla as a vendor in other companies' filings.