Offshore
Video
Brady Long
Data teams for years: exports, spreadsheets, pain
Fabi 2.0: “What if you just… asked the data?”
This is what happens when business intelligence stops fighting users and actually works... 👇
tweet
Data teams for years: exports, spreadsheets, pain
Fabi 2.0: “What if you just… asked the data?”
This is what happens when business intelligence stops fighting users and actually works... 👇
Today we’re introducing @hqfabi 2.0 - Your AI analyst for ALL your data
Connect to *any* data source.
Analyze it using an AI agent that understands (and learns!) your business.
Turn your insights into dashboards or workflows in minutes. https://t.co/ygODIvdCtc tweet
Offshore
Video
Brady Long
RT @thisdudelikesAI: The first answer is never the useful one.
The value is in the 2nd, 3rd, and 4th follow-up questions.
Tools that keep up with that are the real upgrade.
You gotta check this out!
tweet
RT @thisdudelikesAI: The first answer is never the useful one.
The value is in the 2nd, 3rd, and 4th follow-up questions.
Tools that keep up with that are the real upgrade.
You gotta check this out!
Today we’re introducing @hqfabi 2.0 - Your AI analyst for ALL your data
Connect to *any* data source.
Analyze it using an AI agent that understands (and learns!) your business.
Turn your insights into dashboards or workflows in minutes. https://t.co/ygODIvdCtc tweet
Offshore
Video
Brady Long
RT @bigaiguy: “Let’s check the data”
(3 tabs, a CSV, a Slack thread, and a meeting later)
You finally realize you asked the wrong question.
Tools that let you immediately ask the next one are the real win.
This one is the answer... 👇
tweet
RT @bigaiguy: “Let’s check the data”
(3 tabs, a CSV, a Slack thread, and a meeting later)
You finally realize you asked the wrong question.
Tools that let you immediately ask the next one are the real win.
This one is the answer... 👇
Today we’re introducing @hqfabi 2.0 - Your AI analyst for ALL your data
Connect to *any* data source.
Analyze it using an AI agent that understands (and learns!) your business.
Turn your insights into dashboards or workflows in minutes. https://t.co/ygODIvdCtc tweet
Offshore
Photo
The Few Bets That Matter
$TMDX is up more than 10% today after yesterday’s conference.
Why? Simply because the market wakes up to facts that were in front of everyone's eyes for months. And we took advantage of its blindness.
Below is a clear recap of $TMDX: what the company does, what was said at the conference, and why I remain very bullish.
What is Transmedics?
$TMDX provides an end-to-end transplant service, from organ recovery to transplantation, including transportation & organ preservation through its Organ Care System (OCS).
The OCS is advanced technology that keeps organs warm, oxygenated and functioning during transport. Organs beat, breath or else, with automated controls and medication as needed. It replicates conditions inside the human body, as if the organs were still within.
Today, TransMedics operates:
🔹18 hubs across the U.S.
🔹50 full-time transplant surgeons
🔹200+ clinical specialists
🔹A vertically integrated jets unit with 22 aircraft, 130+ pilots, and a dedicated maintenance hub
$TMDX solution is critical for three reasons:
1. Availability
OCS enables the use of Donation After Circulatory Death organs and long-distance transport that would fail with ice. This expands the donor pool and has directly driven growth in transplant volumes.
2. Outcomes
Surgeons can monitor organ health in real time before transplant, reducing complications, shortening ICU stays and increasing long term outcomes. Management said FY25 is the highest organ utilization rate ever reported in transplant history.
3. Efficiency
By owning jets and logistics internally $TMDX reduces waste and lowers costs with better coordination and higher success rates.
In brief, $TMDX enables more transplants, at lower costs, with better outcomes and higher reliability. No competitor currently shows comparable results.
If you want to go further.
https://t.co/9DBOVICFVb
What was said & why being bullish?
The key takeaway was simple: management reaffirmed its target of reaching 10,000 transplants per year by 2028.
BUT.
This target excludes.
🔹Europe
🔹Kidneys
🔹Heart/lungs trials
The last is already generating revenue. The first will contribute meaningfully from H2-26. And the second is set to be on trial by 2027.
And management should reach 10,000 by 2028 without them. And 10,000 transplants, my model estimates ~$1.2B in revenue. With a 7x sales multiple (historical average), we're talking ~$250.
Details:
https://t.co/FThbpSnXtX
International Expansion.
$TMDX is expanding outside the U.S., starting with Italy, where four hubs are being deployed.
https://t.co/pn72BMfrY6
Management also mentioned potential expansion into the Middle East and Australia.
Transplants happen worldwide and best-in-class technology should expand well.
Heart & Lungs Trials.
🔹Heart trials have begun, with 18 patients enrolled and very positive feedback
We are very excited about the early results and the early feedback we're getting from centers that are transplanting these hearts into their patients.
🔹Lung program has received unconditional approval and should start soon
Kidney & Gen3 OCS.
The kidney OCS, supposed to start trials in 2028, is now targeted for FDA approval and trials as early as next year.
It will be the start for OCS Gen3, which will be
🔹Smaller
🔹Fully automated
🔹Remotely monitored and controlled
🔹Equipped with built-in sensors, removing the need for manual blood testing during transport
🔹Used as the framework for the new livers, hearts and lungs OCS Gen3
Conclusion.
I have said many times that $TMDX was not a $120 stock.
https://t.co/5UcptTuGHT
This company has years of technological lead in a sector with extremely high switching costs; not just financially, but in trust and clinical outcomes.
$TMDX has the potential to become the global standard for organ transplantation. The remaining question is simple:
What is that worth? tweet
$TMDX is up more than 10% today after yesterday’s conference.
Why? Simply because the market wakes up to facts that were in front of everyone's eyes for months. And we took advantage of its blindness.
Below is a clear recap of $TMDX: what the company does, what was said at the conference, and why I remain very bullish.
What is Transmedics?
$TMDX provides an end-to-end transplant service, from organ recovery to transplantation, including transportation & organ preservation through its Organ Care System (OCS).
The OCS is advanced technology that keeps organs warm, oxygenated and functioning during transport. Organs beat, breath or else, with automated controls and medication as needed. It replicates conditions inside the human body, as if the organs were still within.
Today, TransMedics operates:
🔹18 hubs across the U.S.
🔹50 full-time transplant surgeons
🔹200+ clinical specialists
🔹A vertically integrated jets unit with 22 aircraft, 130+ pilots, and a dedicated maintenance hub
$TMDX solution is critical for three reasons:
1. Availability
OCS enables the use of Donation After Circulatory Death organs and long-distance transport that would fail with ice. This expands the donor pool and has directly driven growth in transplant volumes.
2. Outcomes
Surgeons can monitor organ health in real time before transplant, reducing complications, shortening ICU stays and increasing long term outcomes. Management said FY25 is the highest organ utilization rate ever reported in transplant history.
3. Efficiency
By owning jets and logistics internally $TMDX reduces waste and lowers costs with better coordination and higher success rates.
In brief, $TMDX enables more transplants, at lower costs, with better outcomes and higher reliability. No competitor currently shows comparable results.
If you want to go further.
https://t.co/9DBOVICFVb
What was said & why being bullish?
The key takeaway was simple: management reaffirmed its target of reaching 10,000 transplants per year by 2028.
BUT.
This target excludes.
🔹Europe
🔹Kidneys
🔹Heart/lungs trials
The last is already generating revenue. The first will contribute meaningfully from H2-26. And the second is set to be on trial by 2027.
And management should reach 10,000 by 2028 without them. And 10,000 transplants, my model estimates ~$1.2B in revenue. With a 7x sales multiple (historical average), we're talking ~$250.
Details:
https://t.co/FThbpSnXtX
International Expansion.
$TMDX is expanding outside the U.S., starting with Italy, where four hubs are being deployed.
https://t.co/pn72BMfrY6
Management also mentioned potential expansion into the Middle East and Australia.
Transplants happen worldwide and best-in-class technology should expand well.
Heart & Lungs Trials.
🔹Heart trials have begun, with 18 patients enrolled and very positive feedback
We are very excited about the early results and the early feedback we're getting from centers that are transplanting these hearts into their patients.
🔹Lung program has received unconditional approval and should start soon
Kidney & Gen3 OCS.
The kidney OCS, supposed to start trials in 2028, is now targeted for FDA approval and trials as early as next year.
It will be the start for OCS Gen3, which will be
🔹Smaller
🔹Fully automated
🔹Remotely monitored and controlled
🔹Equipped with built-in sensors, removing the need for manual blood testing during transport
🔹Used as the framework for the new livers, hearts and lungs OCS Gen3
Conclusion.
I have said many times that $TMDX was not a $120 stock.
https://t.co/5UcptTuGHT
This company has years of technological lead in a sector with extremely high switching costs; not just financially, but in trust and clinical outcomes.
$TMDX has the potential to become the global standard for organ transplantation. The remaining question is simple:
What is that worth? tweet
Offshore
Photo
God of Prompt
n8n + nano banana is insane
just look at these static ads i generated
adding this workflow to my automations bundle soon
grab it 👉 https://t.co/C8Zzw2IMzE https://t.co/RTjHT6EqmT
tweet
n8n + nano banana is insane
just look at these static ads i generated
adding this workflow to my automations bundle soon
grab it 👉 https://t.co/C8Zzw2IMzE https://t.co/RTjHT6EqmT
tweet
Offshore
Video
Startup Archive
Stripe CEO Patrick Collison shares the tactics he used for finding product/market fit
“We tried very hard to understand in granular detail what exactly it was that people were doing, where they were tripping up and so on.”
Patrick gives some examples of specific tactics:
• A public chat room to provide support to people integrating Stripe
• For the first 10 users of Stripe, every API request sent an email to the founders so they could better understand how users were using their product and see if users were doing anything weird
• All errors generated a high-priority email to the founders. This created a pleasant user experience where 15 minutes after hitting an error, Patrick could reach out to them and let them know the issue was fixed
“These are all kind of examples of a general pattern of trying to be hyper-attentive to all the micro details of what people were doing in the product and iterating rapidly in response to it. Generally speaking, I think pre-product/market fit metrics are actually relatively unhelpful because probably not that many people are using your product. If it’s 20 users, you can in some sense afford to just look at everything they’re doing to understand what’s working and what isn’t.”
Another example of this Patrick gives is embedding a text input on each of their web pages with placeholder text prompting users to give them useful feedback(e.g. “The worst thing about Stripe is…”, “The worst thing about this page is…”, or “I really hate the way Stripe does…”).
As Patrick explains:
“At that stage, you have to be kind of masochistic. We’d always be waking up to all these emails telling us all the terrible things about Stripe. But that was a helpful to-do list for the day ahead.
Video source: @ycombinator (2018)
tweet
Stripe CEO Patrick Collison shares the tactics he used for finding product/market fit
“We tried very hard to understand in granular detail what exactly it was that people were doing, where they were tripping up and so on.”
Patrick gives some examples of specific tactics:
• A public chat room to provide support to people integrating Stripe
• For the first 10 users of Stripe, every API request sent an email to the founders so they could better understand how users were using their product and see if users were doing anything weird
• All errors generated a high-priority email to the founders. This created a pleasant user experience where 15 minutes after hitting an error, Patrick could reach out to them and let them know the issue was fixed
“These are all kind of examples of a general pattern of trying to be hyper-attentive to all the micro details of what people were doing in the product and iterating rapidly in response to it. Generally speaking, I think pre-product/market fit metrics are actually relatively unhelpful because probably not that many people are using your product. If it’s 20 users, you can in some sense afford to just look at everything they’re doing to understand what’s working and what isn’t.”
Another example of this Patrick gives is embedding a text input on each of their web pages with placeholder text prompting users to give them useful feedback(e.g. “The worst thing about Stripe is…”, “The worst thing about this page is…”, or “I really hate the way Stripe does…”).
As Patrick explains:
“At that stage, you have to be kind of masochistic. We’d always be waking up to all these emails telling us all the terrible things about Stripe. But that was a helpful to-do list for the day ahead.
Video source: @ycombinator (2018)
tweet
Offshore
Photo
Fiscal.ai
Is Viator a hidden gem?
Viator is now the biggest contributor to Tripadvisor's revenue.
3yr Revenue CAGR: +29%
$TRIP https://t.co/TVLIo0oKyg
tweet
Is Viator a hidden gem?
Viator is now the biggest contributor to Tripadvisor's revenue.
3yr Revenue CAGR: +29%
$TRIP https://t.co/TVLIo0oKyg
tweet
Offshore
Photo
The Few Bets That Matter
Is $ADBE cheap? Maybe.
Until Adobe proves it can lead in AI, “cheap” is just a word people throw around.
$ADBE will be cheap only if we see growth accelerating due to AI take rate growth. Nothing else.
Until then... "Hey. Adobe is cheap." https://t.co/BI4FsUODgx
tweet
Is $ADBE cheap? Maybe.
Until Adobe proves it can lead in AI, “cheap” is just a word people throw around.
$ADBE will be cheap only if we see growth accelerating due to AI take rate growth. Nothing else.
Until then... "Hey. Adobe is cheap." https://t.co/BI4FsUODgx
tweet
Offshore
Photo
The Few Bets That Matter
$PATH in January.
Up 12% in three sessions.
Down 8.5% in two sessions.
Up 7% in two sessions.
Down 8% today only.
Having fun aren't we?
Simple reminder that growth acceleration is happening, that AI enhanced services are the next market's focus, and that the potential is massive.
tweet
$PATH in January.
Up 12% in three sessions.
Down 8.5% in two sessions.
Up 7% in two sessions.
Down 8% today only.
Having fun aren't we?
Simple reminder that growth acceleration is happening, that AI enhanced services are the next market's focus, and that the potential is massive.
tweet