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[@SuccinctQuenlla](/creator/twitter/SuccinctQuenlla)
"In Andrej Karpathys latest interview he suggests that AI will first impact call centers ( $TEP $CNXC ). Repetitive tasks and the relatively low cost of mistakes (compared to software development or driving) make them a perfect candidate for AI assistance. These fears arent new but its worth noting that Karpathy sees a hybrid model where human productivity is enhanced by AI support as the most likely outcome. Teleperformance and Concentrix could see major productivity gains potentially triggering a rebound effect (Jevons paradox) where overall demand for these services rises. Or it might"  
[X Link](https://x.com/SuccinctQuenlla/status/1980245665533042819) [@SuccinctQuenlla](/creator/x/SuccinctQuenlla) 2025-10-20T12:12Z XXX followers, XXX engagements


"I was a bit worried about the team growing too fast but it turns out theyre only adding six people. Given the new markets theyll have access to now that expansion actually seems justified"  
[X Link](https://x.com/SuccinctQuenlla/status/1981461478659309686) [@SuccinctQuenlla](/creator/x/SuccinctQuenlla) 2025-10-23T20:43Z XXX followers, XX engagements


"Let's see what the market is pricing in for $TEP $TEP.PA and $CNXC . Ill run a Reverse DCF in three scenarios. In a Reverse DCF Im NOT making forecasts I just tweak growth rates until they match the current EV so we can see market expectations"  
[X Link](https://x.com/SuccinctQuenlla/status/1967637501037907987) [@SuccinctQuenlla](/creator/x/SuccinctQuenlla) 2025-09-15T17:11Z XXX followers, XXX engagements


"Teleperformance $TEP $TEP.PA can't catch a break already over XX% drawdown on AI fears and now kicked out of the CAC40. While pessimism may be at its peak and the bottom could be close but the fears around the business are not trivial"  
[X Link](https://x.com/SuccinctQuenlla/status/1966772795100074282) [@SuccinctQuenlla](/creator/x/SuccinctQuenlla) 2025-09-13T07:55Z XXX followers, XXX engagements


"Also the CEO insists on what IMO is the single most important thing about this company: they have a lot of optionality: I think thats what weve always considered the beauty of our company and our strategy we have irons in several asset class fires. That flexibility makes future reinvestment prospects very promising"  
[X Link](https://x.com/SuccinctQuenlla/status/1981461481162944865) [@SuccinctQuenlla](/creator/x/SuccinctQuenlla) 2025-10-23T20:43Z XXX followers, XX engagements


"Link to the news:"  
[X Link](https://x.com/SuccinctQuenlla/status/1981461484006740247) [@SuccinctQuenlla](/creator/x/SuccinctQuenlla) 2025-10-23T20:43Z XXX followers, XX engagements