Offshore
Photo
ToffCap
RT @ToffCap: UK’s 30-year gilt yield hit its highest point since 1998—5.72%—as investors brace for £28B in tax hikes and fiscal policy uncertainty.
Yet demand remained intense: £14bn issued at the highest cost since 2008, oversubscribed 10x.
Soaring yields... insatiable demand... 'safe' assets...
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RT @ToffCap: UK’s 30-year gilt yield hit its highest point since 1998—5.72%—as investors brace for £28B in tax hikes and fiscal policy uncertainty.
Yet demand remained intense: £14bn issued at the highest cost since 2008, oversubscribed 10x.
Soaring yields... insatiable demand... 'safe' assets...
tweet
Offshore
Photo
Yellowbrick Investing
$BBD.B pass
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$BBD.B pass
Bombardier's turnaround story is one for the books.
Stock currently at EV/Adj. EBITDA ~ 12. The question is where does the next leg of growth come from? (hint: defense, services)
A deep dive on $BBD.B and why I'm passing on the stock here 🧵 https://t.co/nloRfym4Wt tweet
Yellowbrick Investing
Very cool for Conor (great name, terrible spelling). I bet we see much more of this in the future (and will surely see funds started directly from it as well)
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Very cool for Conor (great name, terrible spelling). I bet we see much more of this in the future (and will surely see funds started directly from it as well)
Update on Value Situations
Further to my update to subscribers today, I am excited to announce that I am joining a fundamental equity hedge fund off the back of writing Value Situations. As such, the newsletter is going on hiatus indefinitely and I will not be publishing any ideas for the foreseeable future.
Thank you to all readers and subscribers for your support, encouragement, engagement and messages over the years, it has been a labour of love writing Value Situations and sharing my ideas.
I’m also grateful for the incredible network of friends and fellow investors that the newsletter has allowed me to build.
I’ll still maintain a presence here on X, and hope to stay in touch with many of you, but for obvious compliance reasons going forward I will not be posting about stocks.
Best,
Conor. tweet
Offshore
Video
Riley Brown
RT @rileybrown_ai: Is Codex w/ GPT-5 better than Claude Code?
Let's find out.
In this video:
- Learn the easiest way to set up Codex / Claude Code with @sandboxvibe
- Building a personal OS app with NextJS
- Building an Angry Birds game with ThreeJS
- Compare the outputs of both
00:00 Introduction
02:51 Setting Up Claude and Codex
05:15 Testing Codex's Personal OS (Great Styling!)
11:13 Creating Angry Birds Clone with Claude and Codex
11:43 Testing Angry Birds on Codex and Claude Code
16:42 Making the Green Birds Explode on the Codex Version
17:33 Final Comparison of Codex and Claude
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RT @rileybrown_ai: Is Codex w/ GPT-5 better than Claude Code?
Let's find out.
In this video:
- Learn the easiest way to set up Codex / Claude Code with @sandboxvibe
- Building a personal OS app with NextJS
- Building an Angry Birds game with ThreeJS
- Compare the outputs of both
00:00 Introduction
02:51 Setting Up Claude and Codex
05:15 Testing Codex's Personal OS (Great Styling!)
11:13 Creating Angry Birds Clone with Claude and Codex
11:43 Testing Angry Birds on Codex and Claude Code
16:42 Making the Green Birds Explode on the Codex Version
17:33 Final Comparison of Codex and Claude
tweet
Offshore
Photo
Evan
Amazon Web Services $AMZN has well over a gigawatt of datacenter capacity in final stages of construction for its anchor customer Anthropic AI
AWS is building datacenters faster than it ever has and there’s much more on the horizon - Semianalysis https://t.co/cTEMvld3Rl
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Amazon Web Services $AMZN has well over a gigawatt of datacenter capacity in final stages of construction for its anchor customer Anthropic AI
AWS is building datacenters faster than it ever has and there’s much more on the horizon - Semianalysis https://t.co/cTEMvld3Rl
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Offshore
Video
AlexandrIA
September doesn’t begin — it interrupts.
Routine has a deadline, the heat can’t fight time, and the keyboard now sounds louder than the waves
Summer doesn’t end. It transforms 🌊
Good Night
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September doesn’t begin — it interrupts.
Routine has a deadline, the heat can’t fight time, and the keyboard now sounds louder than the waves
Summer doesn’t end. It transforms 🌊
Good Night
tweet
Offshore
Video
Iqra Saifi
Veo-3 fast on Gemini 🚗
"A hyper-realistic, dynamic top-down drone shot of a professional drift car executing a perfect, high-speed power slide around a racetrack corner, engulfing itself in a massive cloud of tire smoke.",
"camera": {
"type": "High-Speed FPV Drone 'Top-Down Chase'",
"lens": "24mm Wide-Angle Lens",
"aperture": "f/9.0",
"position": "Starts high above the corner, looking straight down. As the car enters the frame, the camera rapidly descends and tilts, matching the car's speed and rotating around it to keep it centered in the frame.",
"movement": "An aggressive, fast, and fluid drone movement that orbits the car as it pivots, creating a dizzying and exhilarating sense of motion."
},
"environment": {
"location": "A tight, 90-degree corner on a professional racetrack.",
"details": "The asphalt is dark and heavily scarred with black tire marks from previous runs. The corner's apex is marked with a yellow and white striped curb. A gravel runoff area is visible on the outside of the turn.",
"atmosphere": "A clear, bright, midday sky. The air is filled with a massive, dense, and turbulent cloud of white and grey tire smoke, generated by the car. This will be a primary visual element, requiring a complex fluid dynamics simulation."
},
"main_subject": {
"vehicle": "A heavily modified, red professional drift car, similar to a Nissan Silvia or Toyota Supra, with a widebody kit and large rear wing.",
"action": "The car is in the middle of a high-speed drift. The front wheels are turned at an extreme counter-steer angle. The rear wheels are spinning furiously, generating the massive smoke cloud. The car is perfectly balanced on the edge of control.",
"details": "The car's body shows minor signs of racing wear, like small rock chips and rubber streaks. The brake rotors are visibly glowing a dull orange from the intense heat."
},
"lighting": {
"primary_source": {
"type": "Bright, Direct Midday Sun",
"position": "High in the sky.",
"intensity": "Very high, creating sharp, well-defined shadows."
},
"effects": "Strong specular highlights gleam off the car's glossy red paint and windshield. The dense smoke cloud is brilliantly illuminated by the sun, making it appear voluminous and almost solid, and it casts its own soft, moving shadow on the track."
},
"animation": {
"vehicle_animation": "The car slides smoothly and precisely around the corner. The suspension realistically compresses and rebounds as the car's weight shifts. The driver's hands can be seen through the windshield, making rapid, precise movements on the steering wheel.",
"smoke_simulation": "A high-resolution, physically-based fluid simulation for the tire smoke. It should billow, swirl violently in the car's aerodynamic wake, and realistically hug the ground before starting to dissipate.",
"subtle_effects": "A high-resolution particle simulation of small rubber pellets and gravel being kicked up from the track surface by the tires and the turbulent air."
}
"sound": "The roaring, high-RPM scream of a finely-tuned racing engine, punctuated by the sharp 'crack' of the anti-lag system and backfires from the exhaust."
tweet
Veo-3 fast on Gemini 🚗
"A hyper-realistic, dynamic top-down drone shot of a professional drift car executing a perfect, high-speed power slide around a racetrack corner, engulfing itself in a massive cloud of tire smoke.",
"camera": {
"type": "High-Speed FPV Drone 'Top-Down Chase'",
"lens": "24mm Wide-Angle Lens",
"aperture": "f/9.0",
"position": "Starts high above the corner, looking straight down. As the car enters the frame, the camera rapidly descends and tilts, matching the car's speed and rotating around it to keep it centered in the frame.",
"movement": "An aggressive, fast, and fluid drone movement that orbits the car as it pivots, creating a dizzying and exhilarating sense of motion."
},
"environment": {
"location": "A tight, 90-degree corner on a professional racetrack.",
"details": "The asphalt is dark and heavily scarred with black tire marks from previous runs. The corner's apex is marked with a yellow and white striped curb. A gravel runoff area is visible on the outside of the turn.",
"atmosphere": "A clear, bright, midday sky. The air is filled with a massive, dense, and turbulent cloud of white and grey tire smoke, generated by the car. This will be a primary visual element, requiring a complex fluid dynamics simulation."
},
"main_subject": {
"vehicle": "A heavily modified, red professional drift car, similar to a Nissan Silvia or Toyota Supra, with a widebody kit and large rear wing.",
"action": "The car is in the middle of a high-speed drift. The front wheels are turned at an extreme counter-steer angle. The rear wheels are spinning furiously, generating the massive smoke cloud. The car is perfectly balanced on the edge of control.",
"details": "The car's body shows minor signs of racing wear, like small rock chips and rubber streaks. The brake rotors are visibly glowing a dull orange from the intense heat."
},
"lighting": {
"primary_source": {
"type": "Bright, Direct Midday Sun",
"position": "High in the sky.",
"intensity": "Very high, creating sharp, well-defined shadows."
},
"effects": "Strong specular highlights gleam off the car's glossy red paint and windshield. The dense smoke cloud is brilliantly illuminated by the sun, making it appear voluminous and almost solid, and it casts its own soft, moving shadow on the track."
},
"animation": {
"vehicle_animation": "The car slides smoothly and precisely around the corner. The suspension realistically compresses and rebounds as the car's weight shifts. The driver's hands can be seen through the windshield, making rapid, precise movements on the steering wheel.",
"smoke_simulation": "A high-resolution, physically-based fluid simulation for the tire smoke. It should billow, swirl violently in the car's aerodynamic wake, and realistically hug the ground before starting to dissipate.",
"subtle_effects": "A high-resolution particle simulation of small rubber pellets and gravel being kicked up from the track surface by the tires and the turbulent air."
}
"sound": "The roaring, high-RPM scream of a finely-tuned racing engine, punctuated by the sharp 'crack' of the anti-lag system and backfires from the exhaust."
tweet
Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: this is the story of how ben built wombo ai, got 250M app downloads, and NVIDIA invested in him (the most unbelievable app story 99.9% of people don't know)
summer 2020, he's on a roof in toronto smoking a joint with his roommate. they're watching these weird AI memes go viral - people putting their faces on singing videos using some open source model called "first order motion."
to make these memes, you needed to use a google colab notebook. ben's exact words: "my grandma could never use this sh*t."
meanwhile, an app called reface is sitting at #1 on the app store. hundreds of millions of downloads. doing face swaps into music videos. ben knew exactly how they built it.
so he's high on this roof and has this moment: "why doesn't someone just make an app where anyone can do this?"
his roommate looks at him. "dude, we're going to be billionaires. we'll get this done in a week."
it took them seven months.
march 2021, they launch wombo. 4 screens total: take selfie, pick song, wait, boom - you're lip syncing to baka mitai. so simple a five-year-old could use it.
50 million downloads in the first month.
then reality hit. server bill: $1 million. in one month. investors pulled out. they had to fire everyone and enter what ben calls "cockroach mode" - 18 months of barely surviving.
only 2% of their users ever paid them. the other 98%? they just made content and shared it everywhere, driving more downloads.
at peak, that 2% was generating $500k monthly.
ben's still building. still studying what goes viral. still betting that the biggest opportunities come from taking complex AI and making it stupid simple.
the future belongs to the builders who can spot the disconnect between what's possible and what's accessible.
this episode shows you how.
i'm rooting for you
tweet
RT @gregisenberg: this is the story of how ben built wombo ai, got 250M app downloads, and NVIDIA invested in him (the most unbelievable app story 99.9% of people don't know)
summer 2020, he's on a roof in toronto smoking a joint with his roommate. they're watching these weird AI memes go viral - people putting their faces on singing videos using some open source model called "first order motion."
to make these memes, you needed to use a google colab notebook. ben's exact words: "my grandma could never use this sh*t."
meanwhile, an app called reface is sitting at #1 on the app store. hundreds of millions of downloads. doing face swaps into music videos. ben knew exactly how they built it.
so he's high on this roof and has this moment: "why doesn't someone just make an app where anyone can do this?"
his roommate looks at him. "dude, we're going to be billionaires. we'll get this done in a week."
it took them seven months.
march 2021, they launch wombo. 4 screens total: take selfie, pick song, wait, boom - you're lip syncing to baka mitai. so simple a five-year-old could use it.
50 million downloads in the first month.
then reality hit. server bill: $1 million. in one month. investors pulled out. they had to fire everyone and enter what ben calls "cockroach mode" - 18 months of barely surviving.
only 2% of their users ever paid them. the other 98%? they just made content and shared it everywhere, driving more downloads.
at peak, that 2% was generating $500k monthly.
ben's still building. still studying what goes viral. still betting that the biggest opportunities come from taking complex AI and making it stupid simple.
the future belongs to the builders who can spot the disconnect between what's possible and what's accessible.
this episode shows you how.
i'm rooting for you
tweet