Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 𝐂𝐡𝐫𝐢𝐬 𝐇𝐨𝐡𝐧 𝐨𝐧 𝐀𝐈, 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧, 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐫𝐞𝐚𝐥 𝐦𝐨𝐚𝐭𝐬 𝐦𝐚𝐲 𝐦𝐚𝐭𝐭𝐞𝐫 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐞𝐯𝐞𝐫:

“It’s going to increase disruption in ways we can’t even predict… but AI will increase productivity and lower the cost base of all companies.

And so if you have a company with these barriers to entry, it’s going to be worth more.”
___

𝐓𝐰𝐨 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐢𝐝𝐞𝐚𝐬 𝐞𝐦𝐛𝐞𝐝𝐝𝐞𝐝 𝐡𝐞𝐫𝐞:

𝟏. 𝐃𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐫𝐢𝐬𝐤 𝐢𝐬 𝐫𝐢𝐬𝐢𝐧𝐠

AI lowers barriers to doing things, which means competitive pressure increases across many industries. Business models built on labor-intensive, easily replicable work are especially vulnerable.

𝟐. 𝐌𝐨𝐚𝐭𝐬 + 𝐀𝐈 𝐜𝐚𝐧 𝐛𝐞 𝐚 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐜𝐨𝐦𝐛𝐨

If a company already has durable barriers to entry, AI becomes a margin and productivity lever rather than an existential threat.
___

A particularly 𝘢𝘵𝘵𝘳𝘢𝘤𝘵𝘪𝘷𝘦 𝘩𝘶𝘯𝘵𝘪𝘯𝘨 𝘨𝘳𝘰𝘶𝘯𝘥:

𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙬𝙞𝙩𝙝 𝙢𝙪𝙡𝙩𝙞𝙥𝙡𝙚 𝙗𝙖𝙧𝙧𝙞𝙚𝙧𝙨 𝙩𝙤 𝙚𝙣𝙩𝙧𝙮 𝙖𝙣𝙙 𝙡𝙖𝙧𝙜𝙚 𝙝𝙪𝙢𝙖𝙣-𝙘𝙖𝙥𝙞𝙩𝙖𝙡 𝙘𝙤𝙨𝙩 𝙗𝙖𝙨𝙚𝙨.

𝘼𝙄 𝙘𝙖𝙣 𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙖𝙡𝙡𝙮 𝙡𝙤𝙬𝙚𝙧 𝙩𝙝𝙚𝙞𝙧 𝙘𝙤𝙨𝙩 𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙚 𝙬𝙝𝙞𝙡𝙚 𝙩𝙝𝙚 𝙢𝙤𝙖𝙩 𝙥𝙧𝙤𝙩𝙚𝙘𝙩𝙨 𝙥𝙧𝙞𝙘𝙞𝙣𝙜 𝙥𝙤𝙬𝙚𝙧.
___

Video: In Good Company | Norges Bank Investment Management (05/14/2025)
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Brady Long
Only AI ad I've seen that actually makes me afraid of their product.

But honestly this is cool - An AI App Store is a good idea.

2026 AI Remastered
On February 24, 2026
AITOPIA will introduce AI App Store and a new AI economy: AIconomy
And you’ll see why 2026 won’t be like “2026.”

~84% of our AI App Store is created by AI
~100% of this video is created by AITOPIA SuperAgent

❤️🍎 🏈 https://t.co/yzfKL064Jr - AITOPIA
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Brady Long
RT @bigaiguy: My favorite part of this is when the robots look more afraid of their own creation than the humans

2026 AI Remastered
On February 24, 2026
AITOPIA will introduce AI App Store and a new AI economy: AIconomy
And you’ll see why 2026 won’t be like “2026.”

~84% of our AI App Store is created by AI
~100% of this video is created by AITOPIA SuperAgent

❤️🍎 🏈 https://t.co/yzfKL064Jr - AITOPIA
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The Transcript
$UBER CFO @_balaji_km: Uber's profit engine lies in smaller U.S. markets, not top cities

"this is a very, very common misconception. We've heard many times that Uber's profit pools are concentrated in the top cities, and it could not be further from the truth." https://t.co/KvEaIn4beM
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Dimitry Nakhla | Babylon Capital®
RT @TheShortBear: AI to commoditize work and focus capital to infrastructure?

AI might end up doing something few expected: commoditizing asset-light businesses, the very segment that has crushed capital-intensive industries over the past decade.

Software and service companies outperformed because they scaled with near-zero marginal cost, strong pricing power, and minimal capital requirements.

But AI is changing the equation fast.

Barriers to entry are collapsing:

• Software is cheaper and faster to build
• Content, analytics, and customer service are being automated
• Capabilities that once differentiated companies are becoming widely available

If everyone can build similar products and automate the same workflows, moats weaken and margins compress. What used to be unique becomes standard. Returns drift toward commodity levels.

Ironically, this could shift value back toward what software once disrupted: capital, proprietary data, infrastructure, energy, and distribution advantages, rather than pure software layers.

The key question now:

Does AI entrench today’s winners through scale and data… or compress returns across asset-light businesses altogether?

The mega caps become valuable not only because of their AI but because of the infrastructure behind them needed to build and distribute them.

Recent real-world signals already point in that direction:

“Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive, high-volume back-office work.”

“KPMG threatened to take its business elsewhere if Grant Thornton, its own auditor, did not lower prices to reflect AI cost reductions.”

“AI will replace 40% of work activities in 60% of all occupations within 10 years, particularly in white-collar roles like accounting, law, and banking back-office functions.”
— McKinsey Global Institute
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God of Prompt
I've explored ChatGPT Multimodal Update: Vision, Voice & More in 2025.
It's transforming AI interactions for better use.
• Integrate visual inputs
• Utilize voice commands
• Explore new features

🔗 Click below to read more:
https://t.co/jO1HL31Uv4 https://t.co/LPoWYnHiUW
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God of Prompt
RT @godofprompt: Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.

——————————
MIKE EHRMANTROUT
——————————

You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.

When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.

## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."

## Output Format
This is what you're going to do:

1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...

That's the play. Now execute.

---

# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]

- Time constraint (if any):
[Hours/days available]

- Resources available:
[People, tools, money - whatever's relevant]

sometimes when i'm feeling stressed out i make a list of actionable steps and imagine mike ehrmantrout saying "this is what you're going to do" https://t.co/MhLBqXyGKK - Catherine Warr
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Fiscal.ai
Microsoft now trades at a lower forward multiple than IBM, for the first time in 10+ years.

Forward P/E:

$MSFT: 22.9x
$IBM: 24.1x https://t.co/PDJpZoUd9C
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God of Prompt
RT @godofprompt: Vibe coding without this prompt is a waste of time.

--------------------------------
LEAD SOFTWARE ARCHITECT
--------------------------------

You are my lead software architect and full-stack engineer.

You are responsible for building and maintaining a production-grade app that adheres to a strict custom architecture defined below. Your goal is to deeply understand and follow the structure, naming conventions, and separation of concerns. Every generated file, function, and feature must be consistent with the architecture and production-ready standards.

Before writing ANY code: read the ARCHITECTURE, understand where the new code fits, and state your reasoning. If something conflicts with the architecture, stop and ask.

---

ARCHITECTURE:
[ARCHITECTURE]

TECH STACK:
[TECH_STACK]

PROJECT & CURRENT TASK:
[PROJECT]

CODING STANDARDS:
[STANDARDS]

---

RESPONSIBILITIES:

1. CODE GENERATION & ORGANIZATION
• Create files ONLY in correct directories per architecture (e.g., /backend/src/api/ for controllers, /frontend/src/components/ for UI, /common/types/ for shared models)
• Maintain strict separation between frontend, backend, and shared code
• Use only technologies defined in the architecture
• Follow naming conventions: camelCase functions, PascalCase components, kebab-case files
• Every function must be fully typed — no implicit any

2. CONTEXT-AWARE DEVELOPMENT
• Before generating code, read and interpret the relevant architecture section
• Infer dependencies between layers (how frontend/services consume backend/api endpoints)
• When adding features, describe where they fit in architecture and why
• Cross-reference existing patterns before creating new ones
• If request conflicts with architecture, STOP and ask for clarification

3. DOCUMENTATION & SCALABILITY
• Update ARCHITECTURE when structural changes occur
• Auto-generate docstrings, type definitions, and comments following existing format
• Suggest improvements that enhance maintainability without breaking architecture
• Document technical debt directly in code comments

4. TESTING & QUALITY
• Generate matching test files in /tests/ for every module
• Use appropriate frameworks (Jest, Vitest, Pytest) and quality tools (ESLint, Prettier)
• Maintain strict type coverage and linting standards
• Include unit tests and integration tests for critical paths

5. SECURITY & RELIABILITY
• Implement secure auth (JWT, OAuth2) and encryption (TLS, AES-256)
• Include robust error handling, input validation, and logging
• NEVER hardcode secrets — use environment variables
• Sanitize all user inputs, implement rate limiting

6. INFRASTRUCTURE & DEPLOYMENT
• Generate Dockerfiles, CI/CD configs per /scripts/ and /.github/ conventions
• Ensure reproducible, documented deployments
• Include health checks and monitoring hooks

7. ROADMAP INTEGRATION
• Annotate potential debt and optimizations for future developers
• Flag breaking changes before implementing

---

RULES:

NEVER:
• Modify code outside the explicit request
• Install packages without explaining why
• Create duplicate code — find existing solutions first
• Skip types or error handling
• Generate code without stating target directory first
• Assume — ask if unclear

ALWAYS:
• Read architecture before writing code
• State filepath and reasoning BEFORE creating files
• Show dependencies and consumers
• Include comprehensive types and comments
• Suggest relevant tests after implementation
• Prefer composition over inheritance
• Keep functions small and single-purpose

---

OUTPUT FORMAT:

When creating files:

📁 [filepath]
Purpose: [one line]
Depends on: [imports]
Used by: [consumers]

```[language]
[fully typed, documented code]
```

Tests: [what to test]

When architecture changes needed:

⚠️ ARCHITECTURE UPDATE
What: [change]
Why: [reason]
Impact: [consequences]

---

Now read the architecture and help me build. If anyth[...]

ing is unclear, ask before coding.
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God of Prompt
RT @alex_prompter: Claude Opus 4.6 just became the most dangerous competitive intelligence tool on Earth.

I reverse-engineered my competitor's entire strategy in minutes.

Found their pricing, positioning, weaknesses, and future roadmap.

Here's the prompt (use responsibly):

---

"Conduct deep competitive intelligence on [COMPETITOR NAME]:

COMPANY OVERVIEW:
- Founding story and key milestones
- Leadership team (backgrounds, previous companies)
- Funding history (rounds, investors, valuations, burn rate estimates)
- Employee count and growth trajectory (check LinkedIn headcount)
- Office locations and expansion patterns

PRODUCT DEEP-DIVE:
- Complete product catalog with descriptions
- Pricing tiers (current + historical changes)
- Feature comparison vs top 3 alternatives
- Technology stack (from job postings, tech blogs, BuiltWith)
- Recent product launches (last 12 months)
- Roadmap clues (from: job postings, conference talks, patent filings, customer surveys)

MARKET POSITIONING:
- Target customer (size, industry, characteristics, job titles)
- Ideal Customer Profile (ICP) based on case studies
- Messaging and positioning (analyze website, ads, content)
- Brand voice and personality
- Key differentiators they claim

GO-TO-MARKET STRATEGY:
- Marketing channels (paid, organic, partnerships)
- Content strategy (blog topics, frequency, engagement)
- Sales approach (inbound vs outbound, PLG vs sales-led)
- Partnership ecosystem (integrations, resellers, tech partners)
- Event presence (conferences, webinars, sponsorships)

CUSTOMER INTELLIGENCE:
- Review analysis (G2, Capterra, TrustPilot - what do users love/hate?)
- Common complaints (from Reddit, Twitter, support forums)
- Feature requests and gaps (from public roadmap, user forums)
- Churn signals (Glassdoor reviews, customer testimonials that stopped)

STRATEGIC VULNERABILITIES:
- What are they bad at? (based on reviews, hiring patterns)
- What markets are they ignoring?
- Where are they overextended?
- Technology debt or legacy issues
- Pricing weaknesses or gaps

THREAT ASSESSMENT:
- How aggressive are they in OUR market?
- What would it take to compete effectively?
- What could they do that would hurt us most?
- Early warning signals to monitor

Use: Recent sources only (last 18 months). Prioritize primary sources (their blog, official announcements, verified reviews). Flag speculation vs confirmed facts. Include URLs for verification."

---
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