The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: is genspark ($50M ARR in 6mo) underrated next to chatgpt, claude, gemini, and manus?

i spent 34 minutes testing its “super ai agent” and how it actually works.

1/ you write one prompt and it runs through gpt-5, claude sonnet, gemini 2.5, and mistral large then gives you the best response.

2/ you upload one image and it runs it through nano banana, flux, and bytedance then returns the most realistic version.

3/ you generate a video and genspark routes it through wan 2.2, pika labs, gen-2, and runway ml combining the best clips and motion.

4/ you paste an idea for slides and it uses gpt-5, claude 3 opus, gemini advanced, and genspark’s slide model to create a full deck with visuals and market data.

5/ AI slides and building a fundraising deck with a few prompts (wasn't perfect, but it was a good start for my personal workflow)

what's cool about genspark is it's inexpensive and does it all. kinda like the costco of LLMs.

TLDR; you hand it one prompt + input, and genspark routes sub-tasks across models and tools behind the scenes. it’s orchestration over one ideal model.

perspective shift.

instead of jumping from model to model, llm to llm, genspark shows what the next generation of ai will look like orchestration over obsession.

and for the rest of us using it, the only thing that matters is getting the best outcome.

what other AI app should I review next?

i'll keep doing it if it's helpful for folks.
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Yellowbrick Investing
$MLUAV.PA

$MLUAV.PA
The most illiquid stock I've ever bought. Pick-and-shovel play for the drone industry.

➢ 143m EUR mcap
➢ 50% 3Y Rev. CAGR
➢ 92% GM, 40% OM, 55% ROCE
➢ 30x P/E LTM
➢ Supplier for $AMZN drone program
⚠️ ≈ 1,300 EUR trading volume/day!!

📌Quick pitch below 🧵 https://t.co/JHB3333io0 - Stock.Logging
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Incremental margin measures how much of each additional revenue dollar becomes profit, reflecting a company’s efficiency in converting growth to net income

It’s a useful metric for identifying businesses that scale effectively, with revenue strongly boosting the bottom line

Here are 11 quality companies & their incremental margin % over the past 5 years🧵
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Capital Employed
A fresh batch of Q3 fund letters has just been uploaded. 40 fascinating letters to get stuck into.

https://t.co/wUDSfhSG8N https://t.co/MtYoIi7cch
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AkhenOsiris
How do you draw the next generation of talent?

Andy Jassy forcing employees to come into the office five days a week for a stock than never goes up https://t.co/a0eE7xrU5E - BuccoCapital Bloke
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AkhenOsiris
2024 SBC for AMZN was $22B. If you hold the stonk, good news (?), this will go to 0 as no one wants to work there.
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Umesh
Brilliant work by Francolli. ✨👏

Honoured to feature as Mr Umesh 😎

Must watch, is all I can say !

For all the A.I people who sit in my feed and make me smile, sorry I couldn't afford real actors, lol

If you see someone from the A.I community you recognize, pass it on

Thanks to @techhalla for the transition idea & @umesh_ai for his action sequences

Sound up! https://t.co/k3AGzB7iYK - Francolli
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Investing visuals
$TSM Q3 earnings 🚨

🟢 Revenue $32.27B (Est. $31.61B)
🟢 Earnings per share: $2.84 (Est. $2.63)

Q4 outlook:
🟢 Revenue: $32.2B–$33.4B (Est. $32.0B)
🟢 Gross Margin: 59–61%

"AI-related demand continues to be very strong".
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Yellowbrick Investing
$CTT.AX

$CTT.AX some update on thesis.

Although we didn’t have any update yet from them, and the stock is now in a wait-and-see moment, we have had some very encouraging signals:

Louis Vuitton earnings, beat every consensus case, returning to growth in fashion. Probably nothing. - Sergi
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Yellowbrick Investing
Professional VCs and 17-year-olds on Reddit invest in the exact same way

$2M ARR in three months used to be impressive. Now we expect it within ten days. Right now, momentum is the only moat. https://t.co/kQdXwbfAZG - Bryan Kim
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App Economy Insights
$TSM TSMC Q3 FY25:

CEO C.C. Wei: "Conviction in the AI megatrend is strengthening."

• Revenue +41% Y/Y $33.1B ($1.5B beat).
• Capex $9.7B (vs. $9.6B in Q2 FY25).
• EPADR $2.92 ($0.32 beat).
• FY25 raised from ~30% to mid-30%. https://t.co/HMrLs1E97X
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Quiver Quantitative
BREAKING: Representative Jonathan Jackson just filed new stock trades.

He disclosed his first ever purchase of Robinhood stock, $HOOD.

Jackson sits on the House Subcommittee on Digital Assets.

Full trade list up on Quiver. https://t.co/LccJhQwz9p
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