Mark Le Dain (@mark_ledain) header
Mark Le Dain (@mark_ledain) profile picture

CRO, Fuelled - Building the Global Equipment Marketplace for Oil, Gas, Power & Mining | Energy tech and fintech. Be kind.

Calgary, Alberta
Joined April 2015
Photo by Mark Le Dain (@mark_ledain)Photo by Mark Le Dain (@mark_ledain)Photo by Mark Le Dain (@mark_ledain)Photo by Mark Le Dain (@mark_ledain)Photo by Mark Le Dain (@mark_ledain)Photo by Mark Le Dain (@mark_ledain)Photo by Mark Le Dain (@mark_ledain)Photo by Mark Le Dain (@mark_ledain)Photo by Mark Le Dain (@mark_ledain)Photo by Mark Le Dain (@mark_ledain)
We run an energy equipment marketplace in 25 countries We’ve seen a 300% increase in gas turbine values in just a few years Data centers are pulling dormant and mothballed power equipment out of mining and oil and gas to plug gaps AI and energy are becoming the same trade
1
8
326
If you aren’t blasting this Home Alone EDM remix in your office from this day until the end of the year your company isn’t going to make it
58
Mark Le Dain retweeted
. @PayPal @Venmo we send >$100M annually to your users' wallets and I can't get account management. Currently have an issue that needs resolve
4
1
10
995
Explaining to my kids that their future is ruined because I refused to buy a company called Applovin $APP and it’s the only stock in the world that goes up
81
Mark Le Dain retweeted
Replying to @wallstengine
I don’t really trade AI stocks (spend my time losing money on commodities) but if all the neoclouds are actually disappearing $NBIS $CRWV $IREN then it’s actually bullish $SPCX as they pull forward higher monetization of the compute they’ve been building without competition
1
1
436
Putting these up in the baby room
By the time you're 30 you have to decide if you're going to get into Civil War History or go some other way. I've chosen old oil & gas annual reports. I've made some of them into iPhone wallpapers cause I like the images, they're super cool. I'm sharing here cause why not (1/5)
3
314
The year is 2030 Everyone has lost their job to AI At the same time, AI crashed the stock market by reducing the average multiple on earnings to low single digits due to climbing rates You still can’t attach a file that is open to an email but AI says it’s close to figuring it out
3
180
Mark Le Dain retweeted
Replying to @Curlh1
Seems full dead internet if everyone runs all their accounts with AI Works at the start But then eventually fewer humans will be on any platform, making impressions less valuable
1
2
154
My trademark move is getting invited to someone’s cabin Promising to wake everyone up with the smell of bacon Waking everyone up with the fire alarm
2
111
“I’m working. I might be using my glasses. Let me work” - me sitting on the couch at home
We’ve raised $1.3M from YC & Afore Capital so you never have to type or speak again. Typing is slow. Talking into your computer is awkward. Subvocal fixes both Our glasses give you the speed of speech without you making a sound or touching a keyboard. It tracks your internal speech muscles with non-contact sensing and decodes silent, almost invisible mouthing into text at more than 200 words/min. Pre-orders are now live at: subvocal.co/preorder?utm_sou…
2
161
Mark Le Dain retweeted
Replying to @BurggrabenH
As moats erode all stocks without physical moats or regulatory capture start to trade at much much lower multiples
1
1
5
1,769
I assume anyone who clicks the “trick or treat” icon in Slack gets instantly fired
2
138
Mark Le Dain retweeted
Replying to @RichardDias_CFA
Central bank hikes don’t make sense when inflation is lack of supply (not enough homes, not enough energy etc.) $TLT We’ve already shown that cheap cost of capital lowers these things (funding shale development kept inflation at bay for a decade) and higher rates do the opposite
1
3
340
We are several months away from portfolio managers having their performance compared to the portfolio picked by dolphins
1
63
This is how my portfolio is doing
JUST IN: McDonald's announces its first-ever reservation-only "fine dining experience" in New York City on October 29.
2
98
Mark Le Dain retweeted
Replying to @Kalshi_Finance
Until we are at full diffusion of GLP-1s (a few years still) you are going to see North Americans simply consuming less food Combine this with bad demographics and restaurants and food companies will just sell less for years Tough to fight that $MCD $WEN $SBUX $CMG $KHC
2
2
520
“Make sure that the hand cream makes everyone more reliant on even more hand cream” - Big Hand Cream
72
Mark Le Dain retweeted
Replying to @KobeissiLetter
Every large retailer that blocks agents is pretty much giving free money to $SHOP and its customers that are integrating agents People want to order with agents, it’s inevitable, they want to tell an agent what they want and have it review, compare, order, etc. Why fight it?
3
13
2,364
“Have AI crash the stock market RIGHT BEFORE it takes everyone’s jobs”
1
110