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VOICE ARCHIVE

Marcelo P. Lima

@marcelolima
12 posts
2026-02-27
I emailed Block $XYZ's management nearly two years ago (after a series of other emails exhorting them to improve margins). My optimistic 2026 case is *close* to what they are guiding to this year. Crazy that it took a 40% RIF but it was well known they were bloated. [image]
2026-02-27 View on X
Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

View original
Better 17 years late than never $XYZ [image]
2026-02-27 View on X
Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

View original
Jack Dorsey is using AI as political cover to slash headcount but the reality is Block was incredibly bloated and mismanaged for years. Jack knew it, Amrita knew it, everyone knew it. They did nothing. Don't forget: Jack was head of Twitter. Elon slashed Twitter's headcount by
2026-02-27 View on X
CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

View original
Better 17 years late than never $XYZ [image]
2026-02-27 View on X
CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

View original
I emailed Block $XYZ's management nearly two years ago (after a series of other emails exhorting them to improve margins). My optimistic 2026 case is *close* to what they are guiding to this year. Crazy that it took a 40% RIF but it was well known they were bloated. [image]
2026-02-27 View on X
CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

View original
Block $XYZ 40% RIF is the new Citrini fake narrative. Everyone will assume Jack Dorsey “greatest of all time” is doing this because of AI. He's not. Block has been massively bloated for years. Don't forget, Jack was head of Twitter. When Elon took over, he fired 80% of staff
2026-02-27 View on X
CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

View original
Jack Dorsey is using AI as political cover to slash headcount but the reality is Block was incredibly bloated and mismanaged for years. Jack knew it, Amrita knew it, everyone knew it. They did nothing. Don't forget: Jack was head of Twitter. Elon slashed Twitter's headcount by
2026-02-27 View on X
Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

View original
Block $XYZ 40% RIF is the new Citrini fake narrative. Everyone will assume Jack Dorsey “greatest of all time” is doing this because of AI. He's not. Block has been massively bloated for years. Don't forget, Jack was head of Twitter. When Elon took over, he fired 80% of staff
2026-02-27 View on X
Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

View original
2026-02-25
Would be cool if @collision did a reverse merger where PayPal takes over Stripe so we can finally have a publicly traded Stripe and you don't have to go through the brain damage of an IPO roadshow.
2026-02-25 View on X
Bloomberg

Sources: Stripe, which is privately held, has expressed preliminary interest in a potential PayPal acquisition or buying its assets; PYPL closed up 6.7%

Payment processing firm Stripe Inc. is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter.

View original
2026-02-06
“AI” is software and it's becoming just another “Lego brick” for SaaS companies, much like S3 or EC2 instances “Gemini is becoming the AI engine for the world's most successful software companies” [image]
2026-02-06 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...

View original
“AI” is software and it's becoming just another “Lego brick” for SaaS companies, much like S3 or EC2 instances “Gemini is becoming the AI engine for the world's most successful software companies” [image]
2026-02-06 View on X
Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …

View original
2026-02-05
“AI” is software and it's becoming just another “Lego brick” for SaaS companies, much like S3 or EC2 instances “Gemini is becoming the AI engine for the world's most successful software companies” [image]
2026-02-05 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

View original