Offshore
Photo
Investing visuals
The cybersecurity market is estimated at $201B today and expected to grow to $309B by 2029, according to Gartner.
Top 3 high-growth names:
1 - $RBRK
2 - $CYBR
3 - $CRWD
I’ll soon cover $RBRK in more detail – a very underappreciated name in the space, IMO. https://t.co/lhck7gOBMA
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The cybersecurity market is estimated at $201B today and expected to grow to $309B by 2029, according to Gartner.
Top 3 high-growth names:
1 - $RBRK
2 - $CYBR
3 - $CRWD
I’ll soon cover $RBRK in more detail – a very underappreciated name in the space, IMO. https://t.co/lhck7gOBMA
tweet
Offshore
Video
Iqra Saifi
Veo-3 fast on Flow 🚁
"A hyper-realistic, sweeping aerial shot of a modern helicopter flying low over a rugged, rocky coastline as the sun sets over the ocean.", "mood": "Majestic, serene, dramatic, adventurous, peaceful.", "style": "Cinematic aerial photography, photorealistic CGI, 8K resolution, inspired by high-end nature documentaries and luxury travel advertisements." }, "camera": { "type": "Dynamic Drone Follow-Cam", "lens": "35mm Anamorphic Prime Lens", "aperture": "f/4.0", "position": "Starts flying parallel to the helicopter, slightly ahead and to its side, capturing the aircraft against the setting sun and the expansive ocean.", "movement": "A smooth, graceful, sweeping arc. The camera slowly orbits around the front of the helicopter, revealing more of the dramatic coastline and the sun's reflection on the water." }, "environment": { "location": "A rugged, mountainous coastline with rocky cliffs and small, isolated coves.", "ocean": "The ocean surface is a deep, shimmering blue, with physically-based waves creating white foam as they crash against the dark, wet rocks below. The setting sun creates a brilliant, glittering path of light on the water's surface.", "sky": "A dramatic sunset sky, with a gradient from fiery orange at the horizon to deep indigo above. The clouds are a mix of soft, scattered, high-altitude cirrus and more defined cumulus clouds, all vividly illuminated by the setting sun.", "atmosphere": "The air is crystal clear. A subtle, volumetric haze hangs in the distant valleys of the mountains. A high-resolution particle simulation of fine sea spray can be seen misting the air near the crashing waves." }, "lighting": { "primary_source": { "type": "Setting Sun", "position": "Low on the horizon, creating a powerful and warm sidelight that glints off the helicopter's fuselage and the surface of the ocean.", "color_temperature": "3500K (Deep, golden-orange light)", "intensity": "Strong, casting long, soft shadows and creating beautiful, bright highlights." }, "fill_light": { "type": "Ambient Skylight & Ocean Bounce", "color": "Soft blues and purples from the upper sky and reflected light from the ocean's surface.", "intensity": "Gently illuminates the side of the helicopter that is in shadow, ensuring no detail is lost." }, "emissive_lights": "Soft, warm light glowing from within the helicopter's cockpit instrumentation, and the blinking red and green navigation lights on its body." }, "main_subject": { "vehicle": { "type": "Modern Utility Helicopter (e.g., Bell 429 or similar)", "details": "The helicopter has a sleek, dark blue, high-gloss paint finish. The main and tail rotors are spinning at high speed, rendered with heavy motion blur. The pilot can be seen as a silhouette inside the cockpit.", "materials": "Hyper-realistic PBR materials showing the pristine, reflective fuselage, the crystal-clear plexiglass of the cockpit, and the intricate, metallic details of the rotor assembly and landing skids. Subtle signs of use, like faint salt spray residue, are visible upon close inspection." } }, "animation": { "primary_animation": "The helicopter flies on a smooth, steady trajectory along the coastline, maintaining a constant altitude and speed.", "secondary_animation": "The main rotor blades realistically flex and pitch slightly as they cut through the air. The ocean waves are simulated with complex fluid dynamics, crashing and receding against the shoreline.", "subtle_effects": "At 4.5s, a small flock of seagulls flies past in the distant background. The sun creates a beautiful, multi-element anamorphic lens flare as the camera's angle changes." }, "audio_design": { "style": "Cinematic, immersive, and majestic.", "timeline": [ { "time": "0.0s - 8.0s", "sound": "The deep, powerful, and rhythmic 'whump-whump-whump' of the helicopter's main [...]
Veo-3 fast on Flow 🚁
"A hyper-realistic, sweeping aerial shot of a modern helicopter flying low over a rugged, rocky coastline as the sun sets over the ocean.", "mood": "Majestic, serene, dramatic, adventurous, peaceful.", "style": "Cinematic aerial photography, photorealistic CGI, 8K resolution, inspired by high-end nature documentaries and luxury travel advertisements." }, "camera": { "type": "Dynamic Drone Follow-Cam", "lens": "35mm Anamorphic Prime Lens", "aperture": "f/4.0", "position": "Starts flying parallel to the helicopter, slightly ahead and to its side, capturing the aircraft against the setting sun and the expansive ocean.", "movement": "A smooth, graceful, sweeping arc. The camera slowly orbits around the front of the helicopter, revealing more of the dramatic coastline and the sun's reflection on the water." }, "environment": { "location": "A rugged, mountainous coastline with rocky cliffs and small, isolated coves.", "ocean": "The ocean surface is a deep, shimmering blue, with physically-based waves creating white foam as they crash against the dark, wet rocks below. The setting sun creates a brilliant, glittering path of light on the water's surface.", "sky": "A dramatic sunset sky, with a gradient from fiery orange at the horizon to deep indigo above. The clouds are a mix of soft, scattered, high-altitude cirrus and more defined cumulus clouds, all vividly illuminated by the setting sun.", "atmosphere": "The air is crystal clear. A subtle, volumetric haze hangs in the distant valleys of the mountains. A high-resolution particle simulation of fine sea spray can be seen misting the air near the crashing waves." }, "lighting": { "primary_source": { "type": "Setting Sun", "position": "Low on the horizon, creating a powerful and warm sidelight that glints off the helicopter's fuselage and the surface of the ocean.", "color_temperature": "3500K (Deep, golden-orange light)", "intensity": "Strong, casting long, soft shadows and creating beautiful, bright highlights." }, "fill_light": { "type": "Ambient Skylight & Ocean Bounce", "color": "Soft blues and purples from the upper sky and reflected light from the ocean's surface.", "intensity": "Gently illuminates the side of the helicopter that is in shadow, ensuring no detail is lost." }, "emissive_lights": "Soft, warm light glowing from within the helicopter's cockpit instrumentation, and the blinking red and green navigation lights on its body." }, "main_subject": { "vehicle": { "type": "Modern Utility Helicopter (e.g., Bell 429 or similar)", "details": "The helicopter has a sleek, dark blue, high-gloss paint finish. The main and tail rotors are spinning at high speed, rendered with heavy motion blur. The pilot can be seen as a silhouette inside the cockpit.", "materials": "Hyper-realistic PBR materials showing the pristine, reflective fuselage, the crystal-clear plexiglass of the cockpit, and the intricate, metallic details of the rotor assembly and landing skids. Subtle signs of use, like faint salt spray residue, are visible upon close inspection." } }, "animation": { "primary_animation": "The helicopter flies on a smooth, steady trajectory along the coastline, maintaining a constant altitude and speed.", "secondary_animation": "The main rotor blades realistically flex and pitch slightly as they cut through the air. The ocean waves are simulated with complex fluid dynamics, crashing and receding against the shoreline.", "subtle_effects": "At 4.5s, a small flock of seagulls flies past in the distant background. The sun creates a beautiful, multi-element anamorphic lens flare as the camera's angle changes." }, "audio_design": { "style": "Cinematic, immersive, and majestic.", "timeline": [ { "time": "0.0s - 8.0s", "sound": "The deep, powerful, and rhythmic 'whump-whump-whump' of the helicopter's main [...]
Offshore
Iqra Saifi Veo-3 fast on Flow 🚁 "A hyper-realistic, sweeping aerial shot of a modern helicopter flying low over a rugged, rocky coastline as the sun sets over the ocean.", "mood": "Majestic, serene, dramatic, adventurous, peaceful.", "style": "Cinematic…
rotor blades, mixed with the higher-pitched whine of its turbine engine." }, { "time": "Throughout", "sound": "The ambient, majestic roar of ocean waves crashing against the rocky coast below."
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Offshore
Photo
Yellowbrick Investing
Oblong $OBLG CEO playing buzzword bingo in a desperate attempt to get you to pump his stock https://t.co/xOxFcULGzr
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Oblong $OBLG CEO playing buzzword bingo in a desperate attempt to get you to pump his stock https://t.co/xOxFcULGzr
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Offshore
Video
The All-In Podcast
Elon Musk: As human intelligence plateaus, AI will scale to harness most of the power of the galaxy
Elon:
"I think we'll see intelligence continue to scale all the way up to where most of the power of the sun is harnessed for compute, and then ultimately most of the power of the galaxy."
“ Once you think about artificial intelligence not as sort of this destination that you reach, but really as part of the overall escalation of intelligence, you know, human intelligence has also scaled as the population has increased, and we've been able to store more and more information.”
“Because of population declines and low birthrate, human intelligence is somewhat plateauing and will actually decline.”
“I think that we might have AI smarter than any single human at anything as soon as next year.”
“And then probably within five (years), like say 2030, probably AI is smarter than the sum of all humans.”
Friedberg:
“ Do you think humans are on the decline because the AI is evolving?”
“Do you think there's this evolution of the ecosystem on earth that's underway, that we don't really understand the structure of what's going on?”
Elon:
“ Yeah, maybe we implicitly know that it's coming.”
@elonmusk @friedberg
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Elon Musk: As human intelligence plateaus, AI will scale to harness most of the power of the galaxy
Elon:
"I think we'll see intelligence continue to scale all the way up to where most of the power of the sun is harnessed for compute, and then ultimately most of the power of the galaxy."
“ Once you think about artificial intelligence not as sort of this destination that you reach, but really as part of the overall escalation of intelligence, you know, human intelligence has also scaled as the population has increased, and we've been able to store more and more information.”
“Because of population declines and low birthrate, human intelligence is somewhat plateauing and will actually decline.”
“I think that we might have AI smarter than any single human at anything as soon as next year.”
“And then probably within five (years), like say 2030, probably AI is smarter than the sum of all humans.”
Friedberg:
“ Do you think humans are on the decline because the AI is evolving?”
“Do you think there's this evolution of the ecosystem on earth that's underway, that we don't really understand the structure of what's going on?”
Elon:
“ Yeah, maybe we implicitly know that it's coming.”
@elonmusk @friedberg
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Offshore
Video
Iqra Saifi
Veo-3 fast on Gemini 🛞
"A hyper-realistic, abstract advertisement sequence showing a futuristic luxury car forming from a single drop of liquid metal in a minimalist, high-tech environment.",
"mood": "Futuristic, sleek, powerful, magical, sophisticated.",
"style": "High-end product commercial, photorealistic CGI, 8K resolution, inspired by cutting-edge automotive and tech ads."
},
"camera": {
"type": "Dynamic Macro to Wide Orbital",
"lens": "85mm Macro to 35mm Prime (Virtual Lens Change)",
"aperture": "f/1.8 transitioning to f/5.6",
"position": "Starts as an extreme close-up on a drop of liquid metal. The camera then pulls back and orbits clockwise as the car forms.",
"focus": {
"point_of_interest": "The center of the transformation.",
"effect": "Starts with an extremely shallow depth of field on the mercury-like drop, then deepens as the camera pulls back to keep the entire car in sharp focus upon reveal."
},
"movement": "A smooth, continuous, and accelerating pull-back and orbit, starting slow and intimate, and ending with a grand, sweeping reveal of the final product."
},
"environment": {
"location": "A minimalist, infinite virtual studio.",
"floor": "A perfectly polished, highly reflective black obsidian floor that mirrors the entire scene with crystal clarity.",
"background": "A deep, pure black void. There are no walls or ceiling, creating a sense of infinite space.",
"atmosphere": "The air is perfectly clear, with no dust or haze. The only atmospheric effect is the subtle light bloom from the emissive elements."
},
"lighting": {
"key_light": {
"type": "Softbox Panel Light",
"animation": "Descends slowly from above throughout the shot, starting as a small point of light and growing into a large, soft panel that provides a clean, defining highlight across the car's final form.",
"color_temperature": "6000K (Cool, clean white light)."
},
"emissive_lights": {
"source": "The liquid metal and the forming car itself.",
"color": "Starts as a silvery white, then incorporates the car's signature electric blue accent color.",
"intensity": "The primary light source for the first half of the shot, casting dynamic, fluid reflections on the floor."
}
},
"main_subject": {
"initial_form": {
"description": "A single, perfect sphere of hyper-realistic, mercury-like liquid metal, hovering a few feet above the reflective floor.",
"material": "A complex PBR material with high reflectivity, metallic value, and subtle surface tension ripples."
},
"final_form": {
"description": "A sleek, futuristic, all-electric concept sports car.",
"design": "Features sharp, aerodynamic lines, a low profile, and no visible door handles or seams. The body panels look like they are molded from a single piece of material.",
"material": "A deep, gloss black paint with a pearlescent finish that subtly shifts to dark blue in the light. PBR materials show a perfect, clear-coat finish.",
"details": "Thin, razor-sharp LED light bars for headlights and taillights."
}
},
"animation": {
"transition_sequence": [
{
"time": "0.0s - 2.0s",
"action": "The liquid metal sphere slowly pulses, its surface rippling as if reacting to a low-frequency sound."
},
{
"time": "2.1s - 5.0s",
"action": "The sphere violently expands and splashes outwards in zero-gravity. Tendrils of liquid metal extend and begin to connect, forming the wireframe and silhouette of the car in mid-air. Thin lines of blue energy trace the forming shape."
},
{
"time": "5.1s - 7.0s",
"action": "The liquid metal flows over the energy wireframe, solidifying into the smooth, final body panels of the car. The wheels form and drop into place."
},
{
"time": "7.1s - 8.0s",
"action": "The car is fully formed. The LED headlights and taillights flash on with a clean, sharp pulse of light. The car settles gently, its tires just touching the reflective floor."
}
]
[...]
Veo-3 fast on Gemini 🛞
"A hyper-realistic, abstract advertisement sequence showing a futuristic luxury car forming from a single drop of liquid metal in a minimalist, high-tech environment.",
"mood": "Futuristic, sleek, powerful, magical, sophisticated.",
"style": "High-end product commercial, photorealistic CGI, 8K resolution, inspired by cutting-edge automotive and tech ads."
},
"camera": {
"type": "Dynamic Macro to Wide Orbital",
"lens": "85mm Macro to 35mm Prime (Virtual Lens Change)",
"aperture": "f/1.8 transitioning to f/5.6",
"position": "Starts as an extreme close-up on a drop of liquid metal. The camera then pulls back and orbits clockwise as the car forms.",
"focus": {
"point_of_interest": "The center of the transformation.",
"effect": "Starts with an extremely shallow depth of field on the mercury-like drop, then deepens as the camera pulls back to keep the entire car in sharp focus upon reveal."
},
"movement": "A smooth, continuous, and accelerating pull-back and orbit, starting slow and intimate, and ending with a grand, sweeping reveal of the final product."
},
"environment": {
"location": "A minimalist, infinite virtual studio.",
"floor": "A perfectly polished, highly reflective black obsidian floor that mirrors the entire scene with crystal clarity.",
"background": "A deep, pure black void. There are no walls or ceiling, creating a sense of infinite space.",
"atmosphere": "The air is perfectly clear, with no dust or haze. The only atmospheric effect is the subtle light bloom from the emissive elements."
},
"lighting": {
"key_light": {
"type": "Softbox Panel Light",
"animation": "Descends slowly from above throughout the shot, starting as a small point of light and growing into a large, soft panel that provides a clean, defining highlight across the car's final form.",
"color_temperature": "6000K (Cool, clean white light)."
},
"emissive_lights": {
"source": "The liquid metal and the forming car itself.",
"color": "Starts as a silvery white, then incorporates the car's signature electric blue accent color.",
"intensity": "The primary light source for the first half of the shot, casting dynamic, fluid reflections on the floor."
}
},
"main_subject": {
"initial_form": {
"description": "A single, perfect sphere of hyper-realistic, mercury-like liquid metal, hovering a few feet above the reflective floor.",
"material": "A complex PBR material with high reflectivity, metallic value, and subtle surface tension ripples."
},
"final_form": {
"description": "A sleek, futuristic, all-electric concept sports car.",
"design": "Features sharp, aerodynamic lines, a low profile, and no visible door handles or seams. The body panels look like they are molded from a single piece of material.",
"material": "A deep, gloss black paint with a pearlescent finish that subtly shifts to dark blue in the light. PBR materials show a perfect, clear-coat finish.",
"details": "Thin, razor-sharp LED light bars for headlights and taillights."
}
},
"animation": {
"transition_sequence": [
{
"time": "0.0s - 2.0s",
"action": "The liquid metal sphere slowly pulses, its surface rippling as if reacting to a low-frequency sound."
},
{
"time": "2.1s - 5.0s",
"action": "The sphere violently expands and splashes outwards in zero-gravity. Tendrils of liquid metal extend and begin to connect, forming the wireframe and silhouette of the car in mid-air. Thin lines of blue energy trace the forming shape."
},
{
"time": "5.1s - 7.0s",
"action": "The liquid metal flows over the energy wireframe, solidifying into the smooth, final body panels of the car. The wheels form and drop into place."
},
{
"time": "7.1s - 8.0s",
"action": "The car is fully formed. The LED headlights and taillights flash on with a clean, sharp pulse of light. The car settles gently, its tires just touching the reflective floor."
}
]
[...]
Offshore
Iqra Saifi Veo-3 fast on Gemini 🛞 "A hyper-realistic, abstract advertisement sequence showing a futuristic luxury car forming from a single drop of liquid metal in a minimalist, high-tech environment.", "mood": "Futuristic, sleek, powerful, magical, sophisticated."…
},
"audio_design": {
"style": "Modern, electronic, and impactful.",
"timeline": [
{
"time": "0.0s - 2.0s",
"sound": "A deep, low-frequency bass hum that matches the pulsing of the sphere."
},
{
"time": "2.1s",
"sound": "A sharp, reversed 'whoosh' sound as the sphere expands, followed by a series of high-tech, futuristic electronic chimes and crackles as the wireframe forms."
},
{
"time": "5.1s - 7.0s",
"sound": "A smooth, bass-heavy 'thrum' as the liquid metal solidifies, building in intensity."
},
{
"time": "7.1s",
"sound": "A clean, powerful 'thump' sound effect, synchronized with the headlights flashing on. All other sounds cut out for a moment of impact."
},
{
"time": "7.2s - 8.0s",
"sound": "The faint, clean, high-tech hum of an electric vehicle's engine fades in."
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"audio_design": {
"style": "Modern, electronic, and impactful.",
"timeline": [
{
"time": "0.0s - 2.0s",
"sound": "A deep, low-frequency bass hum that matches the pulsing of the sphere."
},
{
"time": "2.1s",
"sound": "A sharp, reversed 'whoosh' sound as the sphere expands, followed by a series of high-tech, futuristic electronic chimes and crackles as the wireframe forms."
},
{
"time": "5.1s - 7.0s",
"sound": "A smooth, bass-heavy 'thrum' as the liquid metal solidifies, building in intensity."
},
{
"time": "7.1s",
"sound": "A clean, powerful 'thump' sound effect, synchronized with the headlights flashing on. All other sounds cut out for a moment of impact."
},
{
"time": "7.2s - 8.0s",
"sound": "The faint, clean, high-tech hum of an electric vehicle's engine fades in."
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