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Replying to @SoveyX
I know that’s right. The markdowns are hilarious though. 😂🫪
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Replying to @DaveNadig
So, my pre-IPO comment about funds potentially taking markdowns on their Space X allocation becoming a reality?
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Replying to @KobeissiLetter
housing is clearing through the ask, not panic. sellers spent two years treating low-rate memories like comps, and affordability is doing the markdowns for them now.
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Replying to @UnionJacked__
My pensioner mum shops more at Sainsbury’s and Tesco (she has all close to her house inc Aldi and Lidl) Sainsbury’s and Tesco have the best markdowns so she always buys yellow sticker and then a lot cheaper than Lidl and Aldi
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Cheeper Deals retweeted
Shop the newest Markdowns on Footlocker Shop MENS SALE --> howl.link/yggl5aul4mud6 SHOP ALL WOMEN SALE howl.link/6fu0d4lu3lacz Kids' Shoes & Clothes: howl.link/4g3mwa3eeuovc #SALE #AD #DEALS
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D Money retweeted
NEW MARKDOWNS 🔥 Up to 60% OFF select Fear of God Essentials apparel SHOP HERE: buff.ly/fD1BbyQ
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For decades Adidas apparel takes risk, has fresh designs, color pallets, silhouettes & collaborations. Beside the Y3 stuff many of those pieces will have extreme markdowns or are outlet bound
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CEO: we run tiktok shop to breakeven. there's a halo tho New CMO: you're dead wrong on both counts CEO: our TikTok agency sends a report every month - GMV Max ROI looks good New CMO: not that report CEO: what's wrong with it New CMO: it has revenue and ad spend. missing five other cost lines. And the revenue number isn't even attributed revenue - it's total revenue CEO: what's that last part? New CMO: It's total revenue in TT Shop. It includes organic revenue, and the revenue driven by affiliates - without subtracting their fee CEO: I don't understand. There's an ROI number right there New CMO: that's not ROAS. It includes revenue you got for free from affiliates' organic posts, and revenue you double paid for CEO: double paid for? New CMO: you pay to distribute the media, like meta ads. then you also pay the affiliate fee to the affiliate whose content you're paying to distribute. and by default, that affiliate fee isn't in the main view of your GMV Max ROI CEO: i just don't believe you New CMO: it goes deeper. five costs nobody's putting in one place: 1. GMV Max ad spend - the obvious one 2. affiliate fees - separate from, and on top of, that spend 3. platform referral fees - your classic amazon-style cut 4. free samples - we chase the high-volume-creator playbook we read about on twitter, then the product COGS shipping add up wayyyy too fast 5. tiktok-funded discounts lower shipping thresholds - tiktok pushes you to a threshold often less than half your site's, and stacks its own discounts on top of yours: 20% for first-timers, $3 to follow the seller, surprise holiday markdowns CEO: number 5 tho New CMO: those are the most pernicious, because the cost is hidden. every markdown devalues your brand - to that buyer, and to the ~95% who hit your tt shop page and never convert they'll see you later on meta or amazon, and the all-in price to actually buy is sometimes 50-100% higher than what tiktok trained them to expect. so they don't and the discount-seekers who DO buy become the new customers in your LTV forecast - so LTV (where the "v" is profit) quietly drops. it compounds and shipping costs are real New CMO: it takes brands 6-9 months to see how unprofitable the channel is once you factor in the inflated "ROI" and all five costs CEO: yea - we're in month 8. how were we so blind? does this sound familiar? the ceo says 'GROW TIKTOK SHOP' the ecom team sets up the shop, not always on top of what every setting means paid media runs GMV Max affiliate builds the base and ships samples finance gets the costs - scattered across an accounting P&L, never one channel view and nobody is looking at all the tiktok shop numbers in a single channel-level P&L or you hand it to an agency, because it's new, and they don't report on those pesky costs CEO: so why does nobody say anything New CMO: because the goal you gave the team was grow revenue. and revenue grew. everyone hit their number CEO: ...on a channel that's deeply underwater but the halo has to be real, right? discovery. brand awareness. that's worth something New CMO: we ran the analysis. no measurable halo back to shopify, amazon, or retail. spend went up, revenue sometimes went up with it - but the confounds blow out the confidence interval. the result isn't usable CEO: we spent eight months on this. brought in an expensive agency New CMO: welcome to the club - i made this exact mistake last year. tiktok shop IS profitable for some brands on a fully burdened basis. just not for us, yet CEO: so what do we actually do New CMO: 2 things 1. build ONE channel-level P&L, fully burdened - all five costs, every month 2. pulse investment up and down to understand business level incremental growth, and to any statistically rigorous extent, any real halo then treat every tiktok dollar like a main-channel dollar. it either earns profit today or it builds the brand. if it does neither, it's not a channel - it's a money pit CEO: every dollar of revenue has a cost financial and otherwise it's on us to know what it is New CMO: Bingo
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Replying to @michael_baj
It's already super important. I am really interested in examples of how people are making company context layers now. I imagine it as a series of markdowns for product philosophy, design and brand tenets, business plan... But not too different from a Wiki
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Running low on diapers or home cleaning essentials shouldn't disrupt your Sunday. Families are securing major Kikapu Kibonge markdowns on Pampers pants and bulk toilet tissues, all while keeping their household spending perfectly optimized. #NaivasValueTele
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Agents Remember Git-verified records for what your coding agents know. A control plane for what they do. Keeps their memory correct, current, and safe to act on as the code moves, captures what code can't say on its own, and gates what agents are allowed to do. Retrieves by path, semantic search, and relationship (code-graph). -- Link in comment Core Features It turns local invariants, naming rules, migration scars, cross-repo contracts, and "this looks safe but is not" facts into versioned Markdown beside the code, checks that memory against Git before use, and updates it only after approved work lands. The markdowns are very similar to Googles new Open Knowledge Format (OKF) but not exact as they predate it. But I plan to adjust them to it. here is how the 1-to-1 pathing looks: src/orchestrator/core_editor.py ar-memory/onboarding/src/orchestrator/core_editor.py.md Path-addressed memory: A source file's note lives at a deterministic mirror path, so an agent holding a file can reach the right context without search, ranking, or guesswork. Git-proven freshness: File notes, route overviews, and entity catalogs are drift-checked against source commits, route scopes, or deterministic fingerprints before they are trusted. Search that finds, not decides: Optional semantic memory and code-graph providers help locate relevant files, callers, dependencies, and concepts, but verified Markdown and source code remain the truth. Memory that lands with code: External memory repos use a memory.md ledger, isolated dual worktrees, preview/apply closeout, and all-or-nothing integration so code and memory stay synchronized. Repo-owned agent behavior: Each memory repo carries system/ files for path rules, tools, coding guidelines, documentation sources, branch policy, and reporting shape, so the same project rules load across harnesses. Harness-ready first run: Starter packages for Claude Code, Codex, Cursor, Antigravity, VS Code Copilot, Hermes, Pi, and OpenClaw carry the native MCP, skills, hooks, rules, and instruction files each harness needs.
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Replying to @DataChaz @karpathy
I am sorry but why? I have a master folder "brain" with multiple subfolders for different parts of the app. All have markdowns. And it's a git repo for the firm. Why do I need this again?
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Replying to @zeeg
All of the people saying to add code style markdowns miss the whole point … We should not do it! Why everyone should put always this standards when it should be in the model itself:]
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Sandra, the real reason for food cost being so high, by the way I just bought a dozen eggs for $1.38 organic, go shopping the first 10 days of the month and see if prices are a little higher and no deals are to be made with markdowns, EBT!!
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Legal experts are examining claims against Full Beauty Brands for allegedly utilizing artificial original prices and fake markdowns to deceive online shoppers into believing they are receiving steep product discounts. #FullBeautyBrands bit.ly/4ojG8aV
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