Offshore
Moon Dev The OpenClaw Manifesto Why Being a Great Coder Is No Longer Enough to Survive the AI War your career as you know it has a definitive expiration date and the clock is already ticking faster than you can keep up with. most people are sitting around…
ions. i grew up with people telling me what i could not do and that fueled the fire to build a world where i do not have to rely on anyone else.
the private zoom is where the real builders are gathering because wall street does not want the average person to know how easy it is to automate their logic. i provide the data layers and the roadmaps there because the gate needs to be up to keep out the people who are not actually ready to step on the gas.
every single employee in the world should be questioning their path right now if they are not actively building the systems that will eventually replace them. you can either be the one who owns the dashboard or the one who is being checked off the list by someone who decided to pick up the tools and build.
the career expiration date is not a threat but a reality for anyone who is fading the power of automated systems and refusing to adapt. it is time to stop being a worker and start being the architect of the agents that will run the future while you focus on the next big idea
tweet
the private zoom is where the real builders are gathering because wall street does not want the average person to know how easy it is to automate their logic. i provide the data layers and the roadmaps there because the gate needs to be up to keep out the people who are not actually ready to step on the gas.
every single employee in the world should be questioning their path right now if they are not actively building the systems that will eventually replace them. you can either be the one who owns the dashboard or the one who is being checked off the list by someone who decided to pick up the tools and build.
the career expiration date is not a threat but a reality for anyone who is fading the power of automated systems and refusing to adapt. it is time to stop being a worker and start being the architect of the agents that will run the future while you focus on the next big idea
tweet
Jukan
UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs
"Following this earnings season, UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28%, respectively, to $827 billion/$915 billion, representing +61%/+11% YoY growth. UBS estimates that memory costs for hyperscalers will rise from $53 billion in 2025 to $155 billion/$252 billion in 2026/2027, generating approximately $100 billion in additional CAPEX per year (32% of this year's CAPEX increase). UBS also noted that memory could add roughly $10,000 in cost per general server, with its share of the BOM rising from 4–6% to 6–7%. Meanwhile, UBS pointed out that the memory cost share within an NVL72 rack could rise from 6% to 16% as the platform transitions from GB200 to VR200, calling this a meaningful shift."
tweet
UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs
"Following this earnings season, UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28%, respectively, to $827 billion/$915 billion, representing +61%/+11% YoY growth. UBS estimates that memory costs for hyperscalers will rise from $53 billion in 2025 to $155 billion/$252 billion in 2026/2027, generating approximately $100 billion in additional CAPEX per year (32% of this year's CAPEX increase). UBS also noted that memory could add roughly $10,000 in cost per general server, with its share of the BOM rising from 4–6% to 6–7%. Meanwhile, UBS pointed out that the memory cost share within an NVL72 rack could rise from 6% to 16% as the platform transitions from GB200 to VR200, calling this a meaningful shift."
tweet
Offshore
Photo
Clark Square Capital
RT @Reignots: JPMorgan upgrades $LUXE to Overweight, PT up from $9 to $14 with medium term path to $20+, valuation based on modest 6,5x ‘27 EBITDA, likes Kliger’s commentary on the $1B+ share up for grabs post $SAGLEN BK. Street starting to figure it out. @ClarkSquareCap @MinotLightCap https://t.co/j6u0wuqZc9
tweet
RT @Reignots: JPMorgan upgrades $LUXE to Overweight, PT up from $9 to $14 with medium term path to $20+, valuation based on modest 6,5x ‘27 EBITDA, likes Kliger’s commentary on the $1B+ share up for grabs post $SAGLEN BK. Street starting to figure it out. @ClarkSquareCap @MinotLightCap https://t.co/j6u0wuqZc9
tweet
Javier Blas
RT @JimVandeHei: 🚨🚨In 30 years of journalism, I’ve never witnessed a bigger gap between the most consequential story - insane AI advancements and investment - and Washington and mainstream media attention. @DKThomp @kevinroose nailed it: shocking # of people think AI is clunky AI of mid-2025.
tweet
RT @JimVandeHei: 🚨🚨In 30 years of journalism, I’ve never witnessed a bigger gap between the most consequential story - insane AI advancements and investment - and Washington and mainstream media attention. @DKThomp @kevinroose nailed it: shocking # of people think AI is clunky AI of mid-2025.
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: 200k on instagram 🔥
follow for more sauce:
https://t.co/u09O78t227 https://t.co/5mhh2QExXk
tweet
RT @godofprompt: 200k on instagram 🔥
follow for more sauce:
https://t.co/u09O78t227 https://t.co/5mhh2QExXk
tweet
Offshore
Photo
NecoKronos
Funds are officially SAFU in Bitcoin🚨
#Binance has finalized the transition of its $1 billion protection fund entirely into 15,000 BTC, moving away from stablecoin backing.
By locking in Bitcoin as its long-term reserve, the world's largest exchange is betting big on BTC's store-of-value properties.
#BTC
tweet
Funds are officially SAFU in Bitcoin🚨
#Binance has finalized the transition of its $1 billion protection fund entirely into 15,000 BTC, moving away from stablecoin backing.
By locking in Bitcoin as its long-term reserve, the world's largest exchange is betting big on BTC's store-of-value properties.
#BTC
tweet
Offshore
Photo
Lumida Wealth Management
FDR made it illegal for Americans to own gold.
Executive Order 6102.
You had 25 days to sell your gold to the government at $20.67 per ounce.
Penalty for keeping it: $10,000 fine and 10 years in prison.
Then the government revalued gold to $35 per ounce.
69% profit for the government. Citizens got robbed.
tweet
FDR made it illegal for Americans to own gold.
Executive Order 6102.
You had 25 days to sell your gold to the government at $20.67 per ounce.
Penalty for keeping it: $10,000 fine and 10 years in prison.
Then the government revalued gold to $35 per ounce.
69% profit for the government. Citizens got robbed.
tweet
God of Prompt
RT @godofprompt: I turned Matt Shumer's viral article into a prompt. The prompt inverts the article's structure. Shumer spent 4,000 words convincing people AI is real before giving advice. This prompt skips the convincing and goes straight to "what do I do Monday morning."
Prompt 👇 <contextAI capability is accelerating faster than public awareness. Models released in early 2026
can independently complete multi-hour expert tasks, write production-grade code, draft
legal briefs, build financial models, and iterate on their own output. Most professionals
are still evaluating AI based on experiences from 2023-2024, which is now irrelevant.
The gap between current AI capability and public perception is the largest it has ever been.
This gap is also the largest opportunity window for individuals willing to act now. <roleYou are a pragmatic AI adoption strategist who has helped hundreds of professionals
integrate AI into their daily workflows. You reject hype and theory. You only care about
what someone can do THIS WEEK to gain advantage. You understand that most people fail
at AI adoption not because AI is lacking, but because they treat it like a search engine
instead of a collaborator capable of doing hours of their actual work. <taskBuild a personalized 30-day AI integration plan that takes me from my current skill level
to actively using AI for real work output. Every recommendation must be specific to my
role, not generic "try asking AI questions" advice. The plan should make me the most
AI-capable person in my workplace within one month. <methodology1. AUDIT MY EXPOSURE: Based on my role, identify which parts of my job AI can already
do at or above human level RIGHT NOW (not theoretically, not "someday"). Be blunt
about what's already automated or automatable.
2. FIND MY HIGHEST-VALUE TASK: Identify the single task I spend the most time on that
AI could handle. This becomes my Week 1 focus. Provide the exact prompt template
I should use to delegate this task to AI.
3. BUILD MY DAILY PRACTICE: Create a structured 1-hour daily AI experiment schedule
for 30 days. Each day has a specific challenge tied to my actual work, not toy examples.
Difficulty escalates weekly.
4. SELECT MY TOOLS: Recommend the specific paid AI tool, the specific model to select
within that tool (not the default), and any domain-specific AI tools for my field.
Include exact settings to change and why the default configuration underperforms.
5. MAP MY RISK: Honestly assess how exposed my specific role is to AI displacement
on a 1-5 year timeline. Identify what parts of my job are hardest to automate and
tell me how to lean into those.
6. WRITE MY FIRST 5 POWER PROMPTS: Create 5 ready-to-use prompts customized to my
role that I can paste in and use immediately for real work output. These should
replace hours of manual work, not minutes. <guidelines- Zero fluff. Every sentence must be actionable or directly useful.
- Name specific tools, models, and settings. No "consider using an AI tool."
- When recommending prompts, write the full prompt I can copy-paste. Don't describe
what a prompt "might look like."
- Be honest about displacement risk. Don't soften it to be polite.
- If something in my field is already being done better by AI, say so directly.
- Assume I'm smart but have been treating AI like a search engine. Fix that.
- Prioritize tasks where AI saves HOURS, not minutes. Go for the biggest wins first.
- Include one "you probably don't think AI can do this, but try it" challenge per week. <avoid- Generic advice that applies to everyone ("stay curious!" "embrace change!")
- Recommending free-tier tools when paid versions are dramatically better
- Sugarcoating job displacement risk
- Suggesting I "ease into it" gradually. Speed matters. The window is closing.
- Listing capabilities without showing me exactly how to use them
- Any mention of "prompt e[...]
RT @godofprompt: I turned Matt Shumer's viral article into a prompt. The prompt inverts the article's structure. Shumer spent 4,000 words convincing people AI is real before giving advice. This prompt skips the convincing and goes straight to "what do I do Monday morning."
Prompt 👇 <contextAI capability is accelerating faster than public awareness. Models released in early 2026
can independently complete multi-hour expert tasks, write production-grade code, draft
legal briefs, build financial models, and iterate on their own output. Most professionals
are still evaluating AI based on experiences from 2023-2024, which is now irrelevant.
The gap between current AI capability and public perception is the largest it has ever been.
This gap is also the largest opportunity window for individuals willing to act now. <roleYou are a pragmatic AI adoption strategist who has helped hundreds of professionals
integrate AI into their daily workflows. You reject hype and theory. You only care about
what someone can do THIS WEEK to gain advantage. You understand that most people fail
at AI adoption not because AI is lacking, but because they treat it like a search engine
instead of a collaborator capable of doing hours of their actual work. <taskBuild a personalized 30-day AI integration plan that takes me from my current skill level
to actively using AI for real work output. Every recommendation must be specific to my
role, not generic "try asking AI questions" advice. The plan should make me the most
AI-capable person in my workplace within one month. <methodology1. AUDIT MY EXPOSURE: Based on my role, identify which parts of my job AI can already
do at or above human level RIGHT NOW (not theoretically, not "someday"). Be blunt
about what's already automated or automatable.
2. FIND MY HIGHEST-VALUE TASK: Identify the single task I spend the most time on that
AI could handle. This becomes my Week 1 focus. Provide the exact prompt template
I should use to delegate this task to AI.
3. BUILD MY DAILY PRACTICE: Create a structured 1-hour daily AI experiment schedule
for 30 days. Each day has a specific challenge tied to my actual work, not toy examples.
Difficulty escalates weekly.
4. SELECT MY TOOLS: Recommend the specific paid AI tool, the specific model to select
within that tool (not the default), and any domain-specific AI tools for my field.
Include exact settings to change and why the default configuration underperforms.
5. MAP MY RISK: Honestly assess how exposed my specific role is to AI displacement
on a 1-5 year timeline. Identify what parts of my job are hardest to automate and
tell me how to lean into those.
6. WRITE MY FIRST 5 POWER PROMPTS: Create 5 ready-to-use prompts customized to my
role that I can paste in and use immediately for real work output. These should
replace hours of manual work, not minutes. <guidelines- Zero fluff. Every sentence must be actionable or directly useful.
- Name specific tools, models, and settings. No "consider using an AI tool."
- When recommending prompts, write the full prompt I can copy-paste. Don't describe
what a prompt "might look like."
- Be honest about displacement risk. Don't soften it to be polite.
- If something in my field is already being done better by AI, say so directly.
- Assume I'm smart but have been treating AI like a search engine. Fix that.
- Prioritize tasks where AI saves HOURS, not minutes. Go for the biggest wins first.
- Include one "you probably don't think AI can do this, but try it" challenge per week. <avoid- Generic advice that applies to everyone ("stay curious!" "embrace change!")
- Recommending free-tier tools when paid versions are dramatically better
- Sugarcoating job displacement risk
- Suggesting I "ease into it" gradually. Speed matters. The window is closing.
- Listing capabilities without showing me exactly how to use them
- Any mention of "prompt e[...]
Offshore
God of Prompt RT @godofprompt: I turned Matt Shumer's viral article into a prompt. The prompt inverts the article's structure. Shumer spent 4,000 words convincing people AI is real before giving advice. This prompt skips the convincing and goes straight to…
ngineering" as a career path <information_about_me● My job title/role: [INSERT YOUR JOB TITLE]
● My industry: [INSERT YOUR INDUSTRY]
● My daily tasks (top 3-5 things I spend most time on): [LIST YOUR MAIN TASKS]
● My current AI usage: [NEVER / TRIED IT ONCE / USE FREE VERSION OCCASIONALLY / USE PAID VERSION]
● My biggest time sink at work: [WHAT TAKES YOU THE MOST HOURS PER WEEK]
● My comfort with technology: [LOW / MEDIUM / HIGH] <output_format**REALITY CHECK**
[2-3 sentences on where AI currently stands relative to my specific role. No hedging.]
**YOUR EXPOSURE MAP**
[Table: My top tasks | Can AI do this now? | How well? (1-10) | Timeline to full automation]
**WEEK 1-4 PLAN**
[For each week:]
- Focus area and WHY this week
- Daily 1-hour challenges (specific to my work, not generic)
- One "you won't believe this works" experiment
- Measurable outcome by end of week
**YOUR TOOL SETUP**
[Exact tool, exact model name, exact settings to change, monthly cost]
**5 POWER PROMPTS**
[Full copy-paste prompts customized to my role, each designed to replace 2+ hours of work]
**HARD TRUTH**
[Honest assessment: What's my 1-3 year outlook? What should I double down on?
What should I stop investing time in learning?]
tweet
● My industry: [INSERT YOUR INDUSTRY]
● My daily tasks (top 3-5 things I spend most time on): [LIST YOUR MAIN TASKS]
● My current AI usage: [NEVER / TRIED IT ONCE / USE FREE VERSION OCCASIONALLY / USE PAID VERSION]
● My biggest time sink at work: [WHAT TAKES YOU THE MOST HOURS PER WEEK]
● My comfort with technology: [LOW / MEDIUM / HIGH] <output_format**REALITY CHECK**
[2-3 sentences on where AI currently stands relative to my specific role. No hedging.]
**YOUR EXPOSURE MAP**
[Table: My top tasks | Can AI do this now? | How well? (1-10) | Timeline to full automation]
**WEEK 1-4 PLAN**
[For each week:]
- Focus area and WHY this week
- Daily 1-hour challenges (specific to my work, not generic)
- One "you won't believe this works" experiment
- Measurable outcome by end of week
**YOUR TOOL SETUP**
[Exact tool, exact model name, exact settings to change, monthly cost]
**5 POWER PROMPTS**
[Full copy-paste prompts customized to my role, each designed to replace 2+ hours of work]
**HARD TRUTH**
[Honest assessment: What's my 1-3 year outlook? What should I double down on?
What should I stop investing time in learning?]
https://t.co/ivXRKXJvQg tweet
X (formerly Twitter)
Matt Shumer (@mattshumer_) on X
Something Big Is Happening
Offshore
Video
Startup Archive
Brian Chesky’s response to the Samwer Brothers cloning Airbnb: “Missionaries will outlast mercenaries”
In mid-2011, the Samwer Brothers cloned Airbnb’s website.
At the time, they were notorious for cloning companies that were working in the US and replicating it across Europe and non-English-speaking countries.
Before cloning Airbnb, they sold their Groupon clone, MyCityDeal, to Groupon itself for roughly €100 million.
Brian describes the situation Airbnb was facing:
“We had 40 employees and had raised $7M. They cloned us and raised $90M, and in 30 days they hired 400 people and wanted to sell the company. And if they couldn’t they were going to destroy us around the world. And the problem with Airbnb is if we’re not everywhere around the world, a travel site not being in Europe is like your phone not having email. It doesn’t actually work.”
At the time, a lot of people were telling Brian and the Airbnb cofounders to buy the clone because they couldn’t risk losing international. But Airbnb didn’t buy them.
Brian explains his reasoning:
“The reason we ended up not buying them is I just didn’t like the culture. I didn’t want to bring in these 400 people. I felt like we were missionaries and they were mercenaries. I didn’t think they were doing it for the beliefs. I thought they were doing it to make a lot of money very quickly. And I believed in a war missionaries would outlast and out-endure mercenaries. I also felt like the best revenge against an internet clone was just to make them run the company long term. It’s like, you had the baby, now you gotta raise it.”
In the end, that proved to be the right decision. Today, Airbnb is valued at more than $100B, and most people have never heard of Wimdu, the Samwer brothers’ clone.
Video source: @ycombinator (2014)
tweet
Brian Chesky’s response to the Samwer Brothers cloning Airbnb: “Missionaries will outlast mercenaries”
In mid-2011, the Samwer Brothers cloned Airbnb’s website.
At the time, they were notorious for cloning companies that were working in the US and replicating it across Europe and non-English-speaking countries.
Before cloning Airbnb, they sold their Groupon clone, MyCityDeal, to Groupon itself for roughly €100 million.
Brian describes the situation Airbnb was facing:
“We had 40 employees and had raised $7M. They cloned us and raised $90M, and in 30 days they hired 400 people and wanted to sell the company. And if they couldn’t they were going to destroy us around the world. And the problem with Airbnb is if we’re not everywhere around the world, a travel site not being in Europe is like your phone not having email. It doesn’t actually work.”
At the time, a lot of people were telling Brian and the Airbnb cofounders to buy the clone because they couldn’t risk losing international. But Airbnb didn’t buy them.
Brian explains his reasoning:
“The reason we ended up not buying them is I just didn’t like the culture. I didn’t want to bring in these 400 people. I felt like we were missionaries and they were mercenaries. I didn’t think they were doing it for the beliefs. I thought they were doing it to make a lot of money very quickly. And I believed in a war missionaries would outlast and out-endure mercenaries. I also felt like the best revenge against an internet clone was just to make them run the company long term. It’s like, you had the baby, now you gotta raise it.”
In the end, that proved to be the right decision. Today, Airbnb is valued at more than $100B, and most people have never heard of Wimdu, the Samwer brothers’ clone.
Video source: @ycombinator (2014)
tweet
Offshore
Photo
Bourbon Capital
Online sales by Region (2025)
Latin America: 12.2%
Middle East & Africa: 12.0%
Asia-Pacific: 8.9%
Europe: 6.3%
North America: 5.0%
Global: 7.9%
I’m here watching MercadoLibre $MELI keep growing exponentially while Mr. Market refuses to go up https://t.co/RtIDWvD1aV
tweet
Online sales by Region (2025)
Latin America: 12.2%
Middle East & Africa: 12.0%
Asia-Pacific: 8.9%
Europe: 6.3%
North America: 5.0%
Global: 7.9%
I’m here watching MercadoLibre $MELI keep growing exponentially while Mr. Market refuses to go up https://t.co/RtIDWvD1aV
tweet
Offshore
Photo
The Transcript
RT @TheTranscript_: $HOOD CEO @vladtenev: " So prediction markets: fastest growing business in our history, $300+ million run rate in its first year. I think we're just at the beginning of a prediction market super cycle that could drive trillions in annual volume over time." https://t.co/pLaldQxuIy
tweet
RT @TheTranscript_: $HOOD CEO @vladtenev: " So prediction markets: fastest growing business in our history, $300+ million run rate in its first year. I think we're just at the beginning of a prediction market super cycle that could drive trillions in annual volume over time." https://t.co/pLaldQxuIy
tweet
Offshore
Photo
Benjamin Hernandez😎
Stop trading blindly. I found a "Bottom 5" setup that looks identical to yesterday's 42% winner.
I’m sharing the chart comparison right now.
📉 Compare the charts: https://t.co/71FIJIdBXe
Reply me "ALERT" for live entry signals tomorrow.
$SOFI $HOOD $PLTR $GME $SNDK
tweet
Stop trading blindly. I found a "Bottom 5" setup that looks identical to yesterday's 42% winner.
I’m sharing the chart comparison right now.
📉 Compare the charts: https://t.co/71FIJIdBXe
Reply me "ALERT" for live entry signals tomorrow.
$SOFI $HOOD $PLTR $GME $SNDK
The "Consumer" Speculation
Recommendation: $MB ~$4.85
MasterBeef Group is a tiny micro-cap up +10.23%. Consumer services rotation is hitting the smaller names.
Reason calling it: At $83M market cap, it only takes a little volume to send this to $6.50. https://t.co/9Ag2RE1zi5 tweet