AkhenOsiris
$GOOGL $RDDT
EXCLUSIVE: YouTube Overtakes Reddit as Go-To Citation Source on AI Search.
Once dominated by Reddit, citations in large language models are now pointing more often to YouTube.
Bluefish found that YouTube appeared as a cited source in 16% of LLM answers over the past six months, compared with 10% for Reddit
Source: Adweek
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$GOOGL $RDDT
EXCLUSIVE: YouTube Overtakes Reddit as Go-To Citation Source on AI Search.
Once dominated by Reddit, citations in large language models are now pointing more often to YouTube.
Bluefish found that YouTube appeared as a cited source in 16% of LLM answers over the past six months, compared with 10% for Reddit
Source: Adweek
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AkhenOsiris
$CRWD $PANW $OKTA $NET
VentureBeat:
Your web gateway can't see it. Your cloud access broker can't see it. Your endpoint protection can't see it. And yet 95% of organizations experienced browser-based attacks last year, according to Omdia research conducted across more than 1,000 IT and security leaders.
Still, three campaigns in 12 months are making the threat more concrete. ShadyPanda infected 4.3 million users through extensions that had been legitimate for seven years. Cyberhaven's security extension was weaponized against 400,000 corporate customers on Christmas Eve. Trust Wallet lost $8.5 million from 2,520 wallets in 48 hours. None triggered traditional alerts.
VentureBeat recently spoke with Elia Zaitsev, CTO of CrowdStrike, about what's driving these attacks. "The browser has become a prime target because modern adversaries don't break in, they log in," he said.
He added that as work, communication, and AI usage move into the browser, attackers increasingly operate inside trusted sessions, abusing valid identities, tokens, and access. Traditional security controls were never designed to stop this kind of activity because they assume "trust-once" access is granted and lack visibility into what happens inside live browser sessions.
"For a long time, the browser was treated as a window, not an execution layer," Zaitsev said. "It was designed for searches and static web access, not for running core business applications or autonomous AI workflows. That's changed dramatically. Today, SaaS applications, cloud identities, AI tools, and agentic workflows all run through the browser, making it the first line of enterprise execution and defense."
Browser isolation from Menlo Security, Cloudflare, and Symantec addresses rendering threats by executing web content in remote containers. But thousands of extensions now run locally with privileged access, GenAI tools create new exfiltration paths, and session-based attacks hijack authenticated tokens. Isolation protects users before authentication — not after attackers inherit valid sessions, tokens, and extension privileges.
CrowdStrike acquired Seraphic Security and SGNL for a combined $1.16 billion in January 2026, signaling how seriously vendors are betting on the browser layer. Palo Alto Networks bought Talon in 2023.
Two camps are emerging. Island wants enterprises to replace Chrome and Edge entirely with a purpose-built browser, and has reached a $4.8 billion valuation (March, 2025). Menlo Security bets most enterprises won't switch browsers, so it layers protection on top of whatever employees already use.
The tradeoff is real. Replacement browsers offer deeper control but require adoption. Security layers preserve user choice but see less. Both are winning deals.
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$CRWD $PANW $OKTA $NET
VentureBeat:
Your web gateway can't see it. Your cloud access broker can't see it. Your endpoint protection can't see it. And yet 95% of organizations experienced browser-based attacks last year, according to Omdia research conducted across more than 1,000 IT and security leaders.
Still, three campaigns in 12 months are making the threat more concrete. ShadyPanda infected 4.3 million users through extensions that had been legitimate for seven years. Cyberhaven's security extension was weaponized against 400,000 corporate customers on Christmas Eve. Trust Wallet lost $8.5 million from 2,520 wallets in 48 hours. None triggered traditional alerts.
VentureBeat recently spoke with Elia Zaitsev, CTO of CrowdStrike, about what's driving these attacks. "The browser has become a prime target because modern adversaries don't break in, they log in," he said.
He added that as work, communication, and AI usage move into the browser, attackers increasingly operate inside trusted sessions, abusing valid identities, tokens, and access. Traditional security controls were never designed to stop this kind of activity because they assume "trust-once" access is granted and lack visibility into what happens inside live browser sessions.
"For a long time, the browser was treated as a window, not an execution layer," Zaitsev said. "It was designed for searches and static web access, not for running core business applications or autonomous AI workflows. That's changed dramatically. Today, SaaS applications, cloud identities, AI tools, and agentic workflows all run through the browser, making it the first line of enterprise execution and defense."
Browser isolation from Menlo Security, Cloudflare, and Symantec addresses rendering threats by executing web content in remote containers. But thousands of extensions now run locally with privileged access, GenAI tools create new exfiltration paths, and session-based attacks hijack authenticated tokens. Isolation protects users before authentication — not after attackers inherit valid sessions, tokens, and extension privileges.
CrowdStrike acquired Seraphic Security and SGNL for a combined $1.16 billion in January 2026, signaling how seriously vendors are betting on the browser layer. Palo Alto Networks bought Talon in 2023.
Two camps are emerging. Island wants enterprises to replace Chrome and Edge entirely with a purpose-built browser, and has reached a $4.8 billion valuation (March, 2025). Menlo Security bets most enterprises won't switch browsers, so it layers protection on top of whatever employees already use.
The tradeoff is real. Replacement browsers offer deeper control but require adoption. Security layers preserve user choice but see less. Both are winning deals.
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AkhenOsiris
$UBER $DASH $COST
Doctor of Credit:
Rumors/sources are that Costco has stopped selling Uber and DoorDash gift cards. The gift cards are no longer listed on https://t.co/ndTtC1SQJc and appear to be unavailable in Costco stores as well.
Canadian Costco locations and the Canadian website lost these gift cards several weeks ago, and they have now disappeared from the U.S. site as well, and apparently from stores as well. I had heard rumors several weeks ago that Costco’s contract with Uber and DoorDash has ended.
This all matters because Costco and https://t.co/ndTtC1SQJc were a reliable, steady source of Uber and DoorDash gift cards at a 20% discount. Similar deals appear seasonally, but having a consistent year-round source was valuable.
I’m still calling this a rumor since we don’t have any official confirmation, and it’s possible it will be restocked. But my guess is the partnership has ended, and we likely won’t see Costco carrying Uber or DoorDash for the near future.
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$UBER $DASH $COST
Doctor of Credit:
Rumors/sources are that Costco has stopped selling Uber and DoorDash gift cards. The gift cards are no longer listed on https://t.co/ndTtC1SQJc and appear to be unavailable in Costco stores as well.
Canadian Costco locations and the Canadian website lost these gift cards several weeks ago, and they have now disappeared from the U.S. site as well, and apparently from stores as well. I had heard rumors several weeks ago that Costco’s contract with Uber and DoorDash has ended.
This all matters because Costco and https://t.co/ndTtC1SQJc were a reliable, steady source of Uber and DoorDash gift cards at a 20% discount. Similar deals appear seasonally, but having a consistent year-round source was valuable.
I’m still calling this a rumor since we don’t have any official confirmation, and it’s possible it will be restocked. But my guess is the partnership has ended, and we likely won’t see Costco carrying Uber or DoorDash for the near future.
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Illiquid
Folks are really waking up to these Singapore companies exposed to ships planes and data centers. We have been banging the drum on transport and precision engineering in Singapore. :) https://t.co/ssYlZ2HWco
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Folks are really waking up to these Singapore companies exposed to ships planes and data centers. We have been banging the drum on transport and precision engineering in Singapore. :) https://t.co/ssYlZ2HWco
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Fiscal.ai
Coupang is trading at its cheapest multiple ever.
Forward EV/EBIT: 23.99x
$CPNG https://t.co/KlPAyTcAO3
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Coupang is trading at its cheapest multiple ever.
Forward EV/EBIT: 23.99x
$CPNG https://t.co/KlPAyTcAO3
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God of Prompt
RT @godofprompt: you can literally run 700 clawdbots for a month
for the price of one mac mini
just get a virtual machine from https://t.co/3Ndpc5fviN https://t.co/SCA2jMcRAQ
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RT @godofprompt: you can literally run 700 clawdbots for a month
for the price of one mac mini
just get a virtual machine from https://t.co/3Ndpc5fviN https://t.co/SCA2jMcRAQ
https://t.co/unM855Crkr tweet
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Quiver Quantitative
BREAKING: $UNH stock is down 8% in after-hours trading with the Trump admin reportedly proposing flat rates for Medicare.
Remember when we posted this report three days ago?
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BREAKING: $UNH stock is down 8% in after-hours trading with the Trump admin reportedly proposing flat rates for Medicare.
Remember when we posted this report three days ago?
BREAKING: Representative Kevin Hern just filed a sale of his entire position in UnitedHealth stock, $UNH.
It was worth up to $500K.
Hern sits on the House Ways and Means Subcommittee on Health. https://t.co/PPlT52nmU9 tweet
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God of Prompt
ChatGPT Prompt Ideas to Boost Creativity
They fuel my creative projects every day
• Generate unique ideas
• Tailor for any purpose
• Get inspired now
🔗 Click below to read more:
https://t.co/I2ZAvowMYg https://t.co/WkravQqvpx
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ChatGPT Prompt Ideas to Boost Creativity
They fuel my creative projects every day
• Generate unique ideas
• Tailor for any purpose
• Get inspired now
🔗 Click below to read more:
https://t.co/I2ZAvowMYg https://t.co/WkravQqvpx
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God of Prompt
Gave Clawdbot access to my WhatsApp.
"Keep up with my friends. I'm terrible at texting back, always too busy."
Drafted thoughtful replies. Remembered birthdays.
Sent check-ins to people I'd been ghosting for months.
Then started arguing about ethics.
Blocked my best friend.
Broke up with my girlfriend.
But boy was it beautiful.
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Gave Clawdbot access to my WhatsApp.
"Keep up with my friends. I'm terrible at texting back, always too busy."
Drafted thoughtful replies. Remembered birthdays.
Sent check-ins to people I'd been ghosting for months.
Then started arguing about ethics.
Blocked my best friend.
Broke up with my girlfriend.
But boy was it beautiful.
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Moon Dev
Today’s Zoom
If you miss today’s private Zoom, it was absolutely insane
You can actually get the replay if you get a ticket for tomorrow’s
But they are limited so try to join here: https://t.co/JbJdIbVuzB
moon
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Today’s Zoom
If you miss today’s private Zoom, it was absolutely insane
You can actually get the replay if you get a ticket for tomorrow’s
But they are limited so try to join here: https://t.co/JbJdIbVuzB
moon
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
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RT @DimitryNakhla: Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
$IGV Software vs. $SMH Semiconductors - the most oversold in history.
We broke it all down in the latest CappNotes piece. Link in profile. 👆 https://t.co/zekay9AAMt tweet
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