The Transcript
RT @TheTranscript_: $MSFT CTO: AI shifts bottlenecks from code creation to review and judgment
“You can produce a lot of code… there’s nothing to say that it’s good code… review is a bottleneck..people need to really make sure that they're not getting confused between activity and progress."
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RT @TheTranscript_: $MSFT CTO: AI shifts bottlenecks from code creation to review and judgment
“You can produce a lot of code… there’s nothing to say that it’s good code… review is a bottleneck..people need to really make sure that they're not getting confused between activity and progress."
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Offshore
Video
God of Prompt
RT @alex_prompter: my friend just sent me his “AI setup” and i don’t have the heart to tell him
bro bought 6 Mac Minis because a YouTube video said he needs “local inference for agents”
he doesn’t even know what inference means 😭 https://t.co/CbpSpRsiyQ
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RT @alex_prompter: my friend just sent me his “AI setup” and i don’t have the heart to tell him
bro bought 6 Mac Minis because a YouTube video said he needs “local inference for agents”
he doesn’t even know what inference means 😭 https://t.co/CbpSpRsiyQ
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 tweet
Michael Fritzell (Asian Century Stocks)
RT @fchollet: Back in 2023 everybody was telling me "no one uses Google search anymore, it's over"
From 2023 to 2025, Google search query volume has grown 61% to 5T/year, and search revenue has grown 28% to $225B (56% of Google's revenue)
The track record of Twitter pundits predicting AI disruption has been abysmal
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RT @fchollet: Back in 2023 everybody was telling me "no one uses Google search anymore, it's over"
From 2023 to 2025, Google search query volume has grown 61% to 5T/year, and search revenue has grown 28% to $225B (56% of Google's revenue)
The track record of Twitter pundits predicting AI disruption has been abysmal
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Illiquid
Furukawa v Fujikura was my Super Bowl
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Furukawa v Fujikura was my Super Bowl
type of guy who’s way more excited about Takaichi winning than the Super Bowl tweet
X (formerly Twitter)
Citrini (@Citrini7) on X
type of guy who’s way more excited about Takaichi winning than the Super Bowl
Offshore
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Illiquid
Limit up today. Just crazy action everywhere.
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Limit up today. Just crazy action everywhere.
Furuya Metal (7826.T) is a niche precious-metals tech leader, critical „pick and shovel“ inputs for electronics & data centers.
One of the few global specialists that can refine and process iridium & ruthenium. Market shares up to 90% in niches. Targets near-3x revenue by 2030. https://t.co/x6B23zVak3 tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @kos_data: 🇷🇺 Russian President Putin net approval rating in Europe:
Only fans:
🇷🇸 Serbia: 37
Top haters:
🇺🇦 Ukraine: -98
🇩🇰 Denmark: -94
🇸🇪 Sweden: -94
(Poll: Gallup International) https://t.co/RotlyhIDzc
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RT @kos_data: 🇷🇺 Russian President Putin net approval rating in Europe:
Only fans:
🇷🇸 Serbia: 37
Top haters:
🇺🇦 Ukraine: -98
🇩🇰 Denmark: -94
🇸🇪 Sweden: -94
(Poll: Gallup International) https://t.co/RotlyhIDzc
🇺🇸 US President Trump net approval rating in Europe:
Top fans:
🇽🇰 Kosovo: 27
🇷🇴 Romania: 11
🇲🇩 Moldova: 10
🇲🇰 N.Macedonia: 2
Top haters:
🇩🇰 Denmark: -84
🇸🇪 Sweden: -80
🇳🇴 Norway: -79
(Poll: Gallup International) https://t.co/XCAXSStNBt tweet
Offshore
Photo
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):
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"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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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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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @ai: One Japanese company makes virtually all the ultrathin glass used in advanced AI chips. Nittobo controls the T-glass market and isn't adding capacity for months. We talk a lot about GPU supply constraints but the bottlenecks keep showing up in places nobody's watching. Chip packaging depends on this stuff. https://t.co/LrPF0HpyvX
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RT @ai: One Japanese company makes virtually all the ultrathin glass used in advanced AI chips. Nittobo controls the T-glass market and isn't adding capacity for months. We talk a lot about GPU supply constraints but the bottlenecks keep showing up in places nobody's watching. Chip packaging depends on this stuff. https://t.co/LrPF0HpyvX
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Offshore
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The Transcript
RT @TheTranscript_: $LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures.
“A family group isn’t riveted to the quarterly results... we take the long-term view... we’ll cross the 50% threshold.” https://t.co/obOdqUB4dn
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RT @TheTranscript_: $LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures.
“A family group isn’t riveted to the quarterly results... we take the long-term view... we’ll cross the 50% threshold.” https://t.co/obOdqUB4dn
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