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We're Back! $1B GLP-1 Lessons. AI Funding Debates. China's 2030 Master Plan.

TBPN / YOUTUBE / Jun 14

Original video
Published evidence reviewed

Yeah. So if there's two— if there's two competing platforms where someone could go to work, one's going to pay them every 2 weeks, one's going to pay them every single day. They were more likely to go and stick around or stay or choose the one that's paying them on a daily basis, essentially.

Public claims published

3 published market points linked to reviewed evidence.

Published market points
156:20longdirectional thesisPAYX

Paychex rides the shift as same-day pay becomes a hiring must-have, bundling on-demand pay into Flex tiers and deepening client lock-in across its W-2 employer base.

Yeah. So if there's two— if there's two competing platforms where someone could go to work, one's going to pay them every 2 weeks, one's going to pay them every single day. They were more likely to go and stick around or stay or choose the one that's paying them on a daily basis, essentially.

-100.00%price pending
128:07shortdirectional thesisNOW

Workflow software priced on headcount gets repriced as agents do the clicking; the per-seat moat that built the multiple erodes faster than the AI-revenue pivot can replace it.

And actually, just to take it to Ghostwriter, this new product, we think the era of the web app is kind of over. You know, if you think about what is a web app in the context of enterprise software, we made these databases, these systems of record in the '80s and '90s. And then, you know, as the web browser came out, we said, okay, we're going to give you some forms and fields in a web browser to manipulate those systems of record. Now we think in the future most people are just going to be talking to AI agents and it's going to be performing those actions on your behalf.

+100.00%price pending
8:20shortdirectional thesisHIMS

The public GLP-1 telehealth name slides as the compounded-semaglutide cash cow gets cut off by regulators, leaving guidance built on extrapolated run-rate numbers exposed.

it's only twice as many people as the original challenge.

+100.00%price pending