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Startup Archive
Steve Wozniak tells the founding story of Apple and how he invented color on the computer
Today Apple is valued at almost $3 trillion. But as Woz recounts, they got started selling $40 PC kits to hobbyists:
“I had this computer, and I was giving away all the designs for free. Steve Jobs said ‘Wow, we should sell these PC boards. Build them for $20, sell it for $40.’”
To fund the company, both Steves had to come up with a couple hundred bucks each, and Woz sold the most valuable thing he owned: his HP 65 calculator.
The first PC boards were impressive—they could actually run software and programs. So impressive that the owner of a local electronics store placed an order for the first batch of Apple Is.
But their second product—the Apple II—was their real breakout product, and one of the killer features was color.
At the time, color only existed on TVs that cost thousands of dollars. But Woz figured out a way to get color on the Apple II with only a $1 chip.
The idea for it came to a sleep-deprived Woz who was working on an arcade game for Atari that Jobs convinced him they could build in 4 days even though building an arcade game normally took six months:
“I was in a dreamy state. You know when you lose sleep how you get a little creative thinking?… While my head was sort of half awake and half asleep, I saw this thing on the factory floor of Atari. All the games were black and white TVs, but this one game was going back and forth, changing color… I remember how the frequencies go from high school electronics. And then I came up with this method of taking a little chip and putting ones and zeros in it, and cycling around… I could make it look like color TV.”
After building the first Apple II prototype, Woz recounts typing something in memory and a blue dot popping up on the screen:
“I called Steve Jobs over and that was a Eureka moment. We were shaking. This was so big. All the colored games are now going to be on computers… That was probably my best patent… That’s why we chose a six color logo for our first logo for Apple. We were the ones that brought color because nobody would’ve ever expected color on an affordable computer… That was so far ahead of its time.”
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Steve Wozniak tells the founding story of Apple and how he invented color on the computer
Today Apple is valued at almost $3 trillion. But as Woz recounts, they got started selling $40 PC kits to hobbyists:
“I had this computer, and I was giving away all the designs for free. Steve Jobs said ‘Wow, we should sell these PC boards. Build them for $20, sell it for $40.’”
To fund the company, both Steves had to come up with a couple hundred bucks each, and Woz sold the most valuable thing he owned: his HP 65 calculator.
The first PC boards were impressive—they could actually run software and programs. So impressive that the owner of a local electronics store placed an order for the first batch of Apple Is.
But their second product—the Apple II—was their real breakout product, and one of the killer features was color.
At the time, color only existed on TVs that cost thousands of dollars. But Woz figured out a way to get color on the Apple II with only a $1 chip.
The idea for it came to a sleep-deprived Woz who was working on an arcade game for Atari that Jobs convinced him they could build in 4 days even though building an arcade game normally took six months:
“I was in a dreamy state. You know when you lose sleep how you get a little creative thinking?… While my head was sort of half awake and half asleep, I saw this thing on the factory floor of Atari. All the games were black and white TVs, but this one game was going back and forth, changing color… I remember how the frequencies go from high school electronics. And then I came up with this method of taking a little chip and putting ones and zeros in it, and cycling around… I could make it look like color TV.”
After building the first Apple II prototype, Woz recounts typing something in memory and a blue dot popping up on the screen:
“I called Steve Jobs over and that was a Eureka moment. We were shaking. This was so big. All the colored games are now going to be on computers… That was probably my best patent… That’s why we chose a six color logo for our first logo for Apple. We were the ones that brought color because nobody would’ve ever expected color on an affordable computer… That was so far ahead of its time.”
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Offshore
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God of Prompt
creative way to learn anything
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creative way to learn anything
YouTube → Quiz in 30 seconds.
→ Grab transcript (use https://t.co/sWBIcxGUoD)
→ Paste into ChatGPT Quizzes
→ "Turn this transcript into a quiz"
That's it. Passive content becomes active learning. https://t.co/EJrFsEJp7d tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
The reason $CSU is being sold (multiple compression due to AI fears & potential uncertainty surrounding its moat, among other things) 𝙘𝙤𝙪𝙡𝙙 𝙚𝙣𝙙 𝙪𝙥 𝙗𝙚𝙞𝙣𝙜 𝙩𝙝𝙚 𝙚𝙭𝙖𝙘𝙩 𝙧𝙚𝙖𝙨𝙤𝙣 𝙞𝙩𝙨 𝙘𝙖𝙥𝙞𝙩𝙖𝙡 𝙖𝙡𝙡𝙤𝙘𝙖𝙩𝙞𝙤𝙣 𝙚𝙣𝙜𝙞𝙣𝙚 𝙜𝙚𝙩𝙨 𝙗𝙚𝙩𝙩𝙚𝙧 𝙖𝙜𝙖𝙞𝙣
𝐓𝐡𝐞 𝐢𝐫𝐨𝐧𝐲: 𝐭𝐡𝐞 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐰𝐞’𝐫𝐞 𝐬𝐞𝐞𝐢𝐧𝐠 𝐭𝐨𝐝𝐚𝐲 (𝐩𝐚𝐫𝐭𝐥𝐲 𝐝𝐫𝐢𝐯𝐞𝐧 𝐛𝐲 𝐀𝐈 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐟𝐞𝐚𝐫𝐬) 𝐦𝐚𝐲 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 $𝐂𝐒𝐔’𝐬 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐬𝐞𝐭
When public multiples compress, private-market deal pricing often follows — creating better entry points and potentially higher IRRs for $CSU’s next wave of acquisitions
So yes, one of the common critiques many investors will cite is that $CSU returns on capital have been trending down over the last few years
Yet, given this set up, perhaps it will trend higher over the next few years
At 2,845, $CSU looks like an interesting contrarian opportunity amid peak fear
tweet
The reason $CSU is being sold (multiple compression due to AI fears & potential uncertainty surrounding its moat, among other things) 𝙘𝙤𝙪𝙡𝙙 𝙚𝙣𝙙 𝙪𝙥 𝙗𝙚𝙞𝙣𝙜 𝙩𝙝𝙚 𝙚𝙭𝙖𝙘𝙩 𝙧𝙚𝙖𝙨𝙤𝙣 𝙞𝙩𝙨 𝙘𝙖𝙥𝙞𝙩𝙖𝙡 𝙖𝙡𝙡𝙤𝙘𝙖𝙩𝙞𝙤𝙣 𝙚𝙣𝙜𝙞𝙣𝙚 𝙜𝙚𝙩𝙨 𝙗𝙚𝙩𝙩𝙚𝙧 𝙖𝙜𝙖𝙞𝙣
𝐓𝐡𝐞 𝐢𝐫𝐨𝐧𝐲: 𝐭𝐡𝐞 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐰𝐞’𝐫𝐞 𝐬𝐞𝐞𝐢𝐧𝐠 𝐭𝐨𝐝𝐚𝐲 (𝐩𝐚𝐫𝐭𝐥𝐲 𝐝𝐫𝐢𝐯𝐞𝐧 𝐛𝐲 𝐀𝐈 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐟𝐞𝐚𝐫𝐬) 𝐦𝐚𝐲 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 $𝐂𝐒𝐔’𝐬 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐬𝐞𝐭
When public multiples compress, private-market deal pricing often follows — creating better entry points and potentially higher IRRs for $CSU’s next wave of acquisitions
So yes, one of the common critiques many investors will cite is that $CSU returns on capital have been trending down over the last few years
Yet, given this set up, perhaps it will trend higher over the next few years
At 2,845, $CSU looks like an interesting contrarian opportunity amid peak fear
tweet
Offshore
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The Few Bets That Matter
Volatile week ahead. Here’s what I’m watching.
$NVO – EU trade noise could spook the market around GLP-1 pills in the U.S.
That’s a buy-the-dip setup imo. A real U.S.–EU trade war isn’t happening. Europe would destroy itself doing that. They don't have the cards.
https://t.co/d8CGeXkt01
$PATH – Back on the weekly 50. Last time this happened it kicked off the next leg up.
This is the buy zone for bulls.
https://t.co/Jx7ggvo7oW
$UPS – Not sure volatility gets there, but I want to see how value reacts. Buyer on a clean retest.
https://t.co/d8CGeXkt01
$BABA – No drama here. Still waiting for the perfect retest ~$160.
https://t.co/IAa2mDjwOL
$MSTR – $BTC and $ETH are confirming strength. The stock should start catching up. Discount won’t last.
https://t.co/STgkogyAQn
Ready to buy.
tweet
Volatile week ahead. Here’s what I’m watching.
$NVO – EU trade noise could spook the market around GLP-1 pills in the U.S.
That’s a buy-the-dip setup imo. A real U.S.–EU trade war isn’t happening. Europe would destroy itself doing that. They don't have the cards.
https://t.co/d8CGeXkt01
$PATH – Back on the weekly 50. Last time this happened it kicked off the next leg up.
This is the buy zone for bulls.
https://t.co/Jx7ggvo7oW
$UPS – Not sure volatility gets there, but I want to see how value reacts. Buyer on a clean retest.
https://t.co/d8CGeXkt01
$BABA – No drama here. Still waiting for the perfect retest ~$160.
https://t.co/IAa2mDjwOL
$MSTR – $BTC and $ETH are confirming strength. The stock should start catching up. Discount won’t last.
https://t.co/STgkogyAQn
Ready to buy.
tweet
Offshore
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Fiscal.ai
Taiwan Semiconductor CEO:
"I want to make sure that my customer demand is real. I talk to those cloud service providers... they show me the evidence that AI really helps their business."
"I also double check their financial status. They are very rich."
$TSMC https://t.co/G2N6vGDSHx
tweet
Taiwan Semiconductor CEO:
"I want to make sure that my customer demand is real. I talk to those cloud service providers... they show me the evidence that AI really helps their business."
"I also double check their financial status. They are very rich."
$TSMC https://t.co/G2N6vGDSHx
tweet
The Few Bets That Matter
Here are a few names worth watching if Europe decides to escalate the Greenland situation this week.
Luxury – pricing tariffs & reduced volume
$MC
$RMS
$KER
$DGE
Pharma – market access at risk
$NOVO
$ROG
$GMAB
$SNY
Autos – pricing tariffs
$VOW
$BMW
$MBG
$VOLV
Tech – retaliation risk
$AAPL
$GOOGL
$META
$ASML
tweet
Here are a few names worth watching if Europe decides to escalate the Greenland situation this week.
Luxury – pricing tariffs & reduced volume
$MC
$RMS
$KER
$DGE
Pharma – market access at risk
$NOVO
$ROG
$GMAB
$SNY
Autos – pricing tariffs
$VOW
$BMW
$MBG
$VOLV
Tech – retaliation risk
$AAPL
$GOOGL
$META
$ASML
tweet
Offshore
Photo
God of Prompt
quiz yourself on any topic
tweet
quiz yourself on any topic
YouTube → Quiz in 30 seconds.
→ Grab transcript (use https://t.co/sWBIcxGUoD)
→ Paste into ChatGPT Quizzes
→ "Turn this transcript into a quiz"
That's it. Passive content becomes active learning. https://t.co/EJrFsEJp7d tweet
AkhenOsiris
Expansive C-Suite Survey on AI by IBM and Oxford Economics
A global survey of C-suite executives by IBM's Institute for Business Value found most expect AI spending to shift over the next four years from efficiency to a new wave of innovation.
64% of the surveyed executives think that by 2030, their AI edge will come from innovation rather than resource optimization.
In partnership with Oxford Economics, we surveyed 2,000 executives in the third and fourth quarters of 2025 about how they expect their organization to evolve over the next five years. Responses from leaders across 33 geographies and 23 industries, reveal a seismic reconfiguring of operational practices and strategic assumptions due to AI-powered digital transformation.
Between 2025 and 2030, business leaders predict AI investment will surge approximately 150% (as a percentage of revenue). While a large portion of AI spend (47%) is focused on efficiency today, executives expect almost two-thirds (62%) to be dedicated to product and service and business model innovation by 2030. This may reflect the fact that, in a smarter enterprise, efficiency and innovation should be one and the same.
Organizations that have embraced the unknown expect to accelerate much faster than their peers. Our analysis shows that organizations leaning into AI-first operations anticipate 70% greater improvement in productivity, 74% greater reductions in process cycle times, and 67% greater improvement in project delivery times than their peers by 2030.
A two-phase revolution has already begun. More than half (53%) of executives say AI will have transformed business models in their industry by 2030. Phase one, focused on using AI to eliminate waste, accelerate processes, and amplify human capability within existing business models, is already well underway. Executives expect AI to increase productivity by 42% by 2030—and 67% of executives expect to have captured most of their AI-enabled productivity gains by then.
Phase two leverages the resources freed up from those productivity gains to reimagine entire industry verticals—and the first to get it right could earn an unassailable advantage. Already, 70% of executives say they’re looking to use the value creation from AI to fund investment and growth across the organization.
When every organization has access to the same large foundation models, the differentiating factor becomes how well these different models are combined and customized—and how your unique enterprise data is incorporated to achieve targeted business objectives. By 2030, 82% of executives expect their AI capabilities to be multi-model—and 72% expect small language models (SLMs) to become more prominent than large language models (LLMs) in their organizations in the same timeframe.
Today’s job roles will be unrecognizable in the enterprise of the future. Already the half-life of human skills is shrinking: 67% of executives in our research say job roles are becoming shorter-lived and 57% expect most current employee skills to become obsolete by 2030.
As pre-AI workflows become obsolete, employees will need to envision entirely new functions that can manage AI-first operations. Instead of teams of people who use AI to augment individual job roles, they need orchestrators with new skills who can manage AI across multiple domains and integrate insights that span traditional departmental boundaries.
Roughly two-thirds of executives say agentic AI will play a significant role in finance, sales, marketing, IT, supply chain, and research and development by 2030. These agents generally come in one of two forms: personal agents that empower employees to work smarter and enterprise agents that optimize end-to-end workflows.
tweet
Expansive C-Suite Survey on AI by IBM and Oxford Economics
A global survey of C-suite executives by IBM's Institute for Business Value found most expect AI spending to shift over the next four years from efficiency to a new wave of innovation.
64% of the surveyed executives think that by 2030, their AI edge will come from innovation rather than resource optimization.
In partnership with Oxford Economics, we surveyed 2,000 executives in the third and fourth quarters of 2025 about how they expect their organization to evolve over the next five years. Responses from leaders across 33 geographies and 23 industries, reveal a seismic reconfiguring of operational practices and strategic assumptions due to AI-powered digital transformation.
Between 2025 and 2030, business leaders predict AI investment will surge approximately 150% (as a percentage of revenue). While a large portion of AI spend (47%) is focused on efficiency today, executives expect almost two-thirds (62%) to be dedicated to product and service and business model innovation by 2030. This may reflect the fact that, in a smarter enterprise, efficiency and innovation should be one and the same.
Organizations that have embraced the unknown expect to accelerate much faster than their peers. Our analysis shows that organizations leaning into AI-first operations anticipate 70% greater improvement in productivity, 74% greater reductions in process cycle times, and 67% greater improvement in project delivery times than their peers by 2030.
A two-phase revolution has already begun. More than half (53%) of executives say AI will have transformed business models in their industry by 2030. Phase one, focused on using AI to eliminate waste, accelerate processes, and amplify human capability within existing business models, is already well underway. Executives expect AI to increase productivity by 42% by 2030—and 67% of executives expect to have captured most of their AI-enabled productivity gains by then.
Phase two leverages the resources freed up from those productivity gains to reimagine entire industry verticals—and the first to get it right could earn an unassailable advantage. Already, 70% of executives say they’re looking to use the value creation from AI to fund investment and growth across the organization.
When every organization has access to the same large foundation models, the differentiating factor becomes how well these different models are combined and customized—and how your unique enterprise data is incorporated to achieve targeted business objectives. By 2030, 82% of executives expect their AI capabilities to be multi-model—and 72% expect small language models (SLMs) to become more prominent than large language models (LLMs) in their organizations in the same timeframe.
Today’s job roles will be unrecognizable in the enterprise of the future. Already the half-life of human skills is shrinking: 67% of executives in our research say job roles are becoming shorter-lived and 57% expect most current employee skills to become obsolete by 2030.
As pre-AI workflows become obsolete, employees will need to envision entirely new functions that can manage AI-first operations. Instead of teams of people who use AI to augment individual job roles, they need orchestrators with new skills who can manage AI across multiple domains and integrate insights that span traditional departmental boundaries.
Roughly two-thirds of executives say agentic AI will play a significant role in finance, sales, marketing, IT, supply chain, and research and development by 2030. These agents generally come in one of two forms: personal agents that empower employees to work smarter and enterprise agents that optimize end-to-end workflows.
tweet
Offshore
Video
God of Prompt
RT @godofprompt: AI video just died.
What comes next is so much better it's not even the same category.
PixVerse R1 isn't a video generator. It's a real-time world model that responds to your thoughts instantly.
This changes everything. https://t.co/mSPKFBBulk
tweet
RT @godofprompt: AI video just died.
What comes next is so much better it's not even the same category.
PixVerse R1 isn't a video generator. It's a real-time world model that responds to your thoughts instantly.
This changes everything. https://t.co/mSPKFBBulk
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Amazon AWS + Ads quarterly revenue
This will be a major focus in the upcoming Q4 2025 earnings report
As you can see, growth has re-accelerated in both segments in Q2 and Q3
$AMZN https://t.co/3A4ku3Y8t0
tweet
Amazon AWS + Ads quarterly revenue
This will be a major focus in the upcoming Q4 2025 earnings report
As you can see, growth has re-accelerated in both segments in Q2 and Q3
$AMZN https://t.co/3A4ku3Y8t0
Amazon $AMZN Q3 2025 Report 🗓️
✅ REV: $180.17B (+13% YoY)
✅ EPS: $1.95 (+36% YoY)
☁️ AWS $33.01B (+20% YoY)
💵 ADS $17.70B (+24% YoY) https://t.co/KiVF7e0cqQ tweet