Offshore
Photo
Quiver Quantitative
Wow.
This fall, we sent out an alert when we noticed a suspicious trade filed by Representative Lisa McClain.
Seagate stock has now risen 131% since her purchase.
Up another 18% today. https://t.co/OMjyw9VTGT
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Wow.
This fall, we sent out an alert when we noticed a suspicious trade filed by Representative Lisa McClain.
Seagate stock has now risen 131% since her purchase.
Up another 18% today. https://t.co/OMjyw9VTGT
Representative Lisa McClain's husband bought stock in a company called Seagate last month.
It was the first time we had seen him trade $STX.
The company just released a massive earnings report.
$STX is up 19% today and has now risen 40% since the purchase. tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Marco Rubio just said that news of the Venezuela strikes was leaked by a contractor at the Department of War.
We saw a new account on Polymarket place a massive bet on Maduro being removed, right before the strikes.
Maybe related?
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BREAKING: Marco Rubio just said that news of the Venezuela strikes was leaked by a contractor at the Department of War.
We saw a new account on Polymarket place a massive bet on Maduro being removed, right before the strikes.
Maybe related?
Holy cow.
Yesterday, a new account on Polymarket made a massive bet that Maduro would be out of office by January 31st.
Today, the United States carried out strikes on Venezuela and captured Maduro.
The trader has now made over $400K.
Insider or lucky? https://t.co/dHqThzccuB tweet
Offshore
Photo
Fiscal.ai
ASML just reported its highest quarterly bookings ever.
Net Bookings: €13.2B, +86% YoY
$ASML https://t.co/CajdrsOzsg
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ASML just reported its highest quarterly bookings ever.
Net Bookings: €13.2B, +86% YoY
$ASML https://t.co/CajdrsOzsg
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Offshore
Video
Brady Long
I didn’t expect AI music to sound this good.
Most AI music feels like a loop pretending to be a song.
Mureka V8 actually develops real structure, real dynamics, vocals with emotion.
It’s the first time I’ve listened to an AI track and thought, “yeah, I’d ship this.”
If you’ve written off AI music… don’t skip this one 👇
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I didn’t expect AI music to sound this good.
Most AI music feels like a loop pretending to be a song.
Mureka V8 actually develops real structure, real dynamics, vocals with emotion.
It’s the first time I’ve listened to an AI track and thought, “yeah, I’d ship this.”
If you’ve written off AI music… don’t skip this one 👇
🚀Mureka V8 — Goodbye "AI feel," hello release-ready music. Powered by our breakthrough MusiCoT (Music Chain of Thought) to transform "generated" into "published":
• Lead Singer Aura: Confident, expressive vocals that truly carry the story.
• Human-Like Logic: Mimics human composition for coherent structure and progression.
• Valid Musicality: Melodies that develop, not just experimental clips.
Real songs, ready for your actual workflow.
Let's watch the music generated by Mureka's cutting-edge V8 model.
AI artist avatar & MV created by @Skywork_ai
#MCE #mureka #aimusic tweet
Offshore
Photo
Quiver Quantitative
BREAKING: A PAC connected with Elon Musk has spent $1.6M on TV ads supporting Kentucky Senate candidate Nate Morris, a pro-Trump Republican.
Elon has reportedly donated $10M to the PAC. https://t.co/cNulnKQJNf
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BREAKING: A PAC connected with Elon Musk has spent $1.6M on TV ads supporting Kentucky Senate candidate Nate Morris, a pro-Trump Republican.
Elon has reportedly donated $10M to the PAC. https://t.co/cNulnKQJNf
tweet
Offshore
Video
Startup Archive
Paul Graham explains what it means to do things that don’t scale
“What doing things that don’t scale means specifically is doing things in a sort of handmade, artisanal, painstaking way [even if it’s not scalable.]… It’s so important to get early customers that if you have to do a ton of manual stuff, that’s okay.”
Paul shares his own experience from building Viaweb, an online store builder. They couldn’t get anybody to buy their software in the beginning, so Paul offered to build stores for customers himself using the software.
“It seemed so lame, but having to use our software myself made it much better… I would change the software in the middle of using it and then go back to working on their website.”
Three years later, Viaweb was bought by Yahoo for $49 million.
As Paul explains in his essay Do Things That Don’t Scale, most founders ignore this path because they think this can’t be how the big, famous startups got started. But they underestimate the power of compound growth:
“In the beginning, you only have 10 customers. You want to grow 10% next week because 10% a week is an ambitious goal. Well you only have to get one more customer. You can go out and do that very manually right? And then next week, you have 11 customers, and you have to get 1.1 customers. Which is basically one. You just keep going out there and doing things manually. As long as your growth rate is good, it doesn’t matter how small the number is because a constant growth rate means exponential growth and that means the base number will soon take care of itself.”
Video source: @ycombinator (2018)
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Paul Graham explains what it means to do things that don’t scale
“What doing things that don’t scale means specifically is doing things in a sort of handmade, artisanal, painstaking way [even if it’s not scalable.]… It’s so important to get early customers that if you have to do a ton of manual stuff, that’s okay.”
Paul shares his own experience from building Viaweb, an online store builder. They couldn’t get anybody to buy their software in the beginning, so Paul offered to build stores for customers himself using the software.
“It seemed so lame, but having to use our software myself made it much better… I would change the software in the middle of using it and then go back to working on their website.”
Three years later, Viaweb was bought by Yahoo for $49 million.
As Paul explains in his essay Do Things That Don’t Scale, most founders ignore this path because they think this can’t be how the big, famous startups got started. But they underestimate the power of compound growth:
“In the beginning, you only have 10 customers. You want to grow 10% next week because 10% a week is an ambitious goal. Well you only have to get one more customer. You can go out and do that very manually right? And then next week, you have 11 customers, and you have to get 1.1 customers. Which is basically one. You just keep going out there and doing things manually. As long as your growth rate is good, it doesn’t matter how small the number is because a constant growth rate means exponential growth and that means the base number will soon take care of itself.”
Video source: @ycombinator (2018)
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Offshore
Video
God of Prompt
RT @godofprompt: R.I.P single-agent AI.
@lobehub just made Manus and Claude Cowork look like toys.
Multi-agent teams. Supervisor orchestration. Parallel execution.
One prompt. Full delivery.
Here's the math that proves it (and why you're still using L3 agents): https://t.co/lmi0kn7gCN
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RT @godofprompt: R.I.P single-agent AI.
@lobehub just made Manus and Claude Cowork look like toys.
Multi-agent teams. Supervisor orchestration. Parallel execution.
One prompt. Full delivery.
Here's the math that proves it (and why you're still using L3 agents): https://t.co/lmi0kn7gCN
tweet
Offshore
Video
God of Prompt
Google, Apple, and Amazon spent a decade putting smart speakers in every home.
None of them figured out that families aren't just multiple individuals using the same device.
Shared context. Age appropriate guardrails. Parental visibility. These aren't features. They're table stakes for household AI that nobody built.
First mover advantage is real here. The family AI market is wide open.
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Google, Apple, and Amazon spent a decade putting smart speakers in every home.
None of them figured out that families aren't just multiple individuals using the same device.
Shared context. Age appropriate guardrails. Parental visibility. These aren't features. They're table stakes for household AI that nobody built.
First mover advantage is real here. The family AI market is wide open.
Meet Nori: The World’s First Family AI
📱 Download the App (iOS & Android) today. https://t.co/KVdRgcqoGV tweet
God of Prompt
karpathy’s burying the lead with the “10x engineer” question.
the answer is the ratio explodes. but not how people think.
before: 10x engineers were faster at execution. they typed more, debugged quicker, held more state in their head.
after: execution speed converges. a mediocre dev with claude ships code at roughly the same velocity as a senior.
so what’s left? taste. architecture.
knowing what NOT to build. recognizing when the agent is confidently sprinting toward a dead end.
the new 10x engineer isn’t faster.
they’re the one who looks at 1000 lines of agent-generated bloat and says “couldn’t you just do this instead” and cuts it to 100.
that skill doesn’t come from prompting.
it comes from decades of pattern recognition about what good software actually looks like.
the irony: the thing llms are worst at (judgment, pushing back, surfacing tradeoffs) is exactly what becomes the scarcest human skill.
we’re not automating engineering. we’re unbundling it. separating execution from taste.
and discovering that taste was always the bottleneck, we just couldn’t see it because execution was causing so much noise.
A few random notes from claude coding quite a bit last few weeks.
Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent.
IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code + manual edits.
Tenacity. It's so interesting to watch an agent relentle[...]
karpathy’s burying the lead with the “10x engineer” question.
the answer is the ratio explodes. but not how people think.
before: 10x engineers were faster at execution. they typed more, debugged quicker, held more state in their head.
after: execution speed converges. a mediocre dev with claude ships code at roughly the same velocity as a senior.
so what’s left? taste. architecture.
knowing what NOT to build. recognizing when the agent is confidently sprinting toward a dead end.
the new 10x engineer isn’t faster.
they’re the one who looks at 1000 lines of agent-generated bloat and says “couldn’t you just do this instead” and cuts it to 100.
that skill doesn’t come from prompting.
it comes from decades of pattern recognition about what good software actually looks like.
the irony: the thing llms are worst at (judgment, pushing back, surfacing tradeoffs) is exactly what becomes the scarcest human skill.
we’re not automating engineering. we’re unbundling it. separating execution from taste.
and discovering that taste was always the bottleneck, we just couldn’t see it because execution was causing so much noise.
A few random notes from claude coding quite a bit last few weeks.
Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent.
IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code + manual edits.
Tenacity. It's so interesting to watch an agent relentle[...]