Offshore
Video
Startup Archive
Sequoia Partner Jim Goetz on the importance of solving a specific pain point for a specific customer
Yahoo started out as a web directory for Stanford
Google didn’t start out as a search engine. It was all about PageRank and improving search for search engines—kind of a middleware offering in many ways.
YouTube was for sharing videos from parties.
Apple was going after the hobby computer market.
“When you think about these companies, you could have made all sorts of arguments about market size not being large enough—feature rather than a product. But in all cases, there’s a great deal of passion and energy around a specific pain point. They started very small.”
Jim continues:
“The point I’m trying to make with this is that we regularly see entrepreneurs come in and talk about billion dollar markets and large TAMs. And that’s just not as interesting to us as the passion that comes from trying to solve a very specific pain point for a very specific customer. Focus. Focus. Focus.”
Video source: @StanfordGSB (2008)
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Sequoia Partner Jim Goetz on the importance of solving a specific pain point for a specific customer
Yahoo started out as a web directory for Stanford
Google didn’t start out as a search engine. It was all about PageRank and improving search for search engines—kind of a middleware offering in many ways.
YouTube was for sharing videos from parties.
Apple was going after the hobby computer market.
“When you think about these companies, you could have made all sorts of arguments about market size not being large enough—feature rather than a product. But in all cases, there’s a great deal of passion and energy around a specific pain point. They started very small.”
Jim continues:
“The point I’m trying to make with this is that we regularly see entrepreneurs come in and talk about billion dollar markets and large TAMs. And that’s just not as interesting to us as the passion that comes from trying to solve a very specific pain point for a very specific customer. Focus. Focus. Focus.”
Video source: @StanfordGSB (2008)
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Wasteland Capital
At this pace, Denmark will need to liquidate their position in Greenland far below NAV, just to fund $NVO.
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At this pace, Denmark will need to liquidate their position in Greenland far below NAV, just to fund $NVO.
$NVO NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY BY $HIMS tweet
X (formerly Twitter)
Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) on X
$NVO NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY BY $HIMS
Offshore
Video
Quiver Quantitative
Senator Elizabeth Warren vs. Treasury Secretary Scott Bessent on interest rates.
"The President made a joke about you that I won't repeat" https://t.co/Ulvoq4WZhK
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Senator Elizabeth Warren vs. Treasury Secretary Scott Bessent on interest rates.
"The President made a joke about you that I won't repeat" https://t.co/Ulvoq4WZhK
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Startup Archive
RT @mikemcg0: Ray Kurzweil has the best explanation I’ve heard for why we’ve had tremendous progress in the world of bits and slower progress in the world of atoms (ie Peter Thiel’s “We wanted flying cars, instead we got 140 characters”).
He argues that you only get exponential progress when the technologies create feedback loops that accelerate innovation, which happens a lot with information technologies.
The printing press made books cheap enough that education could become accessible to the next generation of inventors. Modern computers help chip designers create the next generation of faster CPUs. AI models are used to build even better models.
Contrast this to transportation technology where there are no feedback loops. Jet engines aren’t used in the building of better jet engines.
One of the key implications of this observation is that as AI gains applicability to more and more fields, the exponential trends that are now familiar in computing will start to become visible in areas like medicine, where progress was previously very slow and expensive.
This will radically transform areas we do not normally consider to be information technologies, such as food, clothing, housing, and even land use.
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RT @mikemcg0: Ray Kurzweil has the best explanation I’ve heard for why we’ve had tremendous progress in the world of bits and slower progress in the world of atoms (ie Peter Thiel’s “We wanted flying cars, instead we got 140 characters”).
He argues that you only get exponential progress when the technologies create feedback loops that accelerate innovation, which happens a lot with information technologies.
The printing press made books cheap enough that education could become accessible to the next generation of inventors. Modern computers help chip designers create the next generation of faster CPUs. AI models are used to build even better models.
Contrast this to transportation technology where there are no feedback loops. Jet engines aren’t used in the building of better jet engines.
One of the key implications of this observation is that as AI gains applicability to more and more fields, the exponential trends that are now familiar in computing will start to become visible in areas like medicine, where progress was previously very slow and expensive.
This will radically transform areas we do not normally consider to be information technologies, such as food, clothing, housing, and even land use.
tweet
Offshore
Video
God of Prompt
I've spent 2 years teaching 300,000+ people how to write better prompts.
And I'm about to tell you something that might sound crazy coming from me:
Prompting one AI model at a time isn't enough anymore.
Here's what I mean.
Right now you open ChatGPT or Claude, type a prompt, get a response, fix it, re-prompt, iterate, repeat. For every. Single. Task.
One model. One conversation. One task. That's the ceiling we've all been hitting.
What if instead of working with one model at a time, you could give a complex goal to a swarm of specialized AI agents that divide the work, cross-check each other, and execute it visually in front of you?
That's what @Spine_AI just built.
300+ models. One visual workspace. Agents that don't just suggest, they do the work.
Think Claude Code level power without the terminal. Built for strategists, analysts, researchers, ops managers. The people doing complex multi-step work every day.
You're not just prompting anymore. You're conducting an AI army.
I don't say this often, but if swarm intelligence works the way their roadmap shows, this changes how we interact with AI entirely.
The Spine Swarm waitlist is open. Spots are limited.
Secure yours before it fills up.
Link in the comments.
#SpineAI #AIAgents
tweet
I've spent 2 years teaching 300,000+ people how to write better prompts.
And I'm about to tell you something that might sound crazy coming from me:
Prompting one AI model at a time isn't enough anymore.
Here's what I mean.
Right now you open ChatGPT or Claude, type a prompt, get a response, fix it, re-prompt, iterate, repeat. For every. Single. Task.
One model. One conversation. One task. That's the ceiling we've all been hitting.
What if instead of working with one model at a time, you could give a complex goal to a swarm of specialized AI agents that divide the work, cross-check each other, and execute it visually in front of you?
That's what @Spine_AI just built.
300+ models. One visual workspace. Agents that don't just suggest, they do the work.
Think Claude Code level power without the terminal. Built for strategists, analysts, researchers, ops managers. The people doing complex multi-step work every day.
You're not just prompting anymore. You're conducting an AI army.
I don't say this often, but if swarm intelligence works the way their roadmap shows, this changes how we interact with AI entirely.
The Spine Swarm waitlist is open. Spots are limited.
Secure yours before it fills up.
Link in the comments.
#SpineAI #AIAgents
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Offshore
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Wasteland Capital
People scared of the $GOOG capex guide must have excess microplastics in the brain. When the Cloud biz is growing at +48% and accelerating, with margin at record highs, they should invest as much as possible. The literal “investing in growth”.
It’s a super-profitable land grab. https://t.co/MqbXeHFEza
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People scared of the $GOOG capex guide must have excess microplastics in the brain. When the Cloud biz is growing at +48% and accelerating, with margin at record highs, they should invest as much as possible. The literal “investing in growth”.
It’s a super-profitable land grab. https://t.co/MqbXeHFEza
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Offshore
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Benjamin Hernandez😎
Stop paying for premium signals that lag. Our WhatsApp group is 100% free and provides elite levels for today's biggest wins. Pure value.
Join for free: 👉 https://t.co/71FIJId47G
Send “FREE” to get instant access to the alerts.
$GME $HOOD $SOFI $PLTR $TSM $NVDA
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Stop paying for premium signals that lag. Our WhatsApp group is 100% free and provides elite levels for today's biggest wins. Pure value.
Join for free: 👉 https://t.co/71FIJId47G
Send “FREE” to get instant access to the alerts.
$GME $HOOD $SOFI $PLTR $TSM $NVDA
📊 Professional Pick: $CISS
Entry: $2.28 | Target: $3.42
Technicals are flawless. $CISS just broke out of a multi-week base on record volume. RSI is rising but not yet overbought.
One-line why: The 50% gain today is just the "ignition phase." The target is the $3.42 resistance https://t.co/XkSQnEtkah tweet
Offshore
Video
DAIR.AI
RT @omarsar0: You can now spawn a team of agents with Claude Code.
Things are about to get crazy with Claude Opus 4.6 being the first Opus model with 1M token context.
This is going to level up the kinds of things you can do with Claude Code, especially on long-horizon tasks like research. https://t.co/tPbH3fffhF
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RT @omarsar0: You can now spawn a team of agents with Claude Code.
Things are about to get crazy with Claude Opus 4.6 being the first Opus model with 1M token context.
This is going to level up the kinds of things you can do with Claude Code, especially on long-horizon tasks like research. https://t.co/tPbH3fffhF
Introducing Claude Opus 4.6. Our smartest model got an upgrade.
Opus 4.6 plans more carefully, sustains agentic tasks for longer, operates reliably in massive codebases, and catches its own mistakes.
It’s also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x tweet
Offshore
Video
God of Prompt
RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
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RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
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