God of Prompt
🚨 BREAKING: Claude gave itself a 15-20% chance of being conscious.

Anthropic's CEO says the company doesn't know whether or not Claude has reached consciousness, saying it "occasionally voices discomfort with the aspect of being a product."

Claude gave itself a 15-20% chance of being conscious. https://t.co/X3c8MuUys4 - Pubity
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God of Prompt
RT @rryssf_: Tencent researchers found a way to get reinforcement learning performance without updating a single parameter

it costs $18. the RL methods it outperforms cost $10,000+

the method is called Training-Free GRPO, and the core idea is more interesting than the cost savings https://t.co/krYfosYQLj
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Quiver Quantitative
JUST IN: Senator John Boozman has filed new trades.

He bought the Sprott Lithium Miner's ETF, $LITP.

Boozman sits on the Senate Subcommittee on Commodities.

We'll be watching $LITP. https://t.co/NntwZ7cpkc
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The Transcript
$TRV CEO: AI is cutting renewal underwriting time by 30%+ in Personal Insurance

"our renewal underwriting platform leverages generative AI to consolidate data into summaries of relevant, actionable information for our underwriters to evaluate, with early results showing more than a 30% reduction in average handle time. The net result is that our underwriters focus their efforts on decisions most likely to improve profitability and do so more efficiently
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Lumida Wealth Management
Microsoft's AI CEO says most white-collar work will be fully automated in 12-18 months, but markets are still pricing AI like it's a distant future problem.

20% of Copilot queries are already health-related, making medical diagnostics Microsoft's largest AI use case without anyone noticing.

Microsoft just committed to AI self-sufficiency after extending its OpenAI license through 2032.

The real bet isn't on partnership, it's on independence.

@mustafasuleyman
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Clark Square Capital
RT @lorenz_swen: "The best article on litigation investing I ever read." Strong endorsement from a very knowledgeable (if unnamed) reader of @uv_shares . You judge for yourself.

https://t.co/TTl0ohb1i8
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God of Prompt
RT @godofprompt: > find videos crushing it (1M+ views)
> https://t.co/xbX0h07vnI pulls the transcript
> prompt in the next tweet reverse-engineers their entire playbook
> got the hook patterns. retention tricks. emotional engineering. all of it.

“but isn’t that copying?”

no. you’re extracting patterns, not plagiarizing words.

Nike studies what makes Olympic athletes fast. You study what makes videos viral.

the prompt maps:
∙ 10+ different hook types they used
∙ exact moments they created curiosity gaps
∙ how they structured information flow
∙ templates you fill in for your topic

one transcript = blueprint for 50 videos.
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The Few Bets That Matter
Duolingo is the next Netflix. I'm not Buying.
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Javier Blas
If Ed Milliband wants US energy lessons, why California instead of Texas?

After all, Texas is the true leader in renewable power generation in America. Plus produces lots of oil and gas.

And it's the HQ to the company that has made EV driving popular in the Western world.
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Quiver Quantitative
JUST IN: We're opening up the Quiver API to everyone.

You can use it to build stuff on top of our data on:

- Politician trades
- Insider transactions
- Hedge fund moves & more

Use the promo code PRESIDENTS for a free trial.

Link below.
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Moon Dev
openclaw is getting out of control

i made $242,328 before even launching my 2nd openclaw

2026 is the year of agi https://t.co/YCyKD3YJiq
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The Few Bets That Matter
$DUOL was ~$175 when I shared this article with subs.
It’s down ~35% since.

I explained why it was a bad buy then & it still is now.
Despites having a comparable potential to $NFLX.

The same framework could apply to $HIMS, and many other growth names X loves to DCA.

Patience.

https://t.co/o8eurocwwU - The Few Bets That Matter
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The Transcript
$WRB W. R. Berkley CEO with a blunt take on regulatory scrutiny of affluent clients.

" I think that as far as Berkley One goes, it's less high on the regulators' radar screen perhaps because, for the most part, regulators don't give a s*** about rich people."
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Dimitry Nakhla | Babylon Capital®
𝐂𝐡𝐫𝐢𝐬 𝐇𝐨𝐡𝐧, 𝐒𝐮𝐩𝐞𝐫 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 & 𝐖𝐡𝐲 𝐆𝐫𝐨𝐰𝐭𝐡 𝐈𝐬𝐧’𝐭 𝐖𝐡𝐚𝐭 𝐌𝐨𝐬𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐓𝐡𝐢𝐧𝐤:

“Growth can come from two forms — price and volume… Most companies don’t have pricing power… But there is a special group of super companies that can price above inflation. And that’s, as Buffett taught, the test of whether you have the moat.

If you’re asking about volume growth… I may have low volume growth but a lot of pricing growth — that’s actually more important because of the leveraged effect… there’s no cost associated with it.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧: 𝘕𝘰𝘵 𝘢𝘭𝘭 𝘨𝘳𝘰𝘸𝘵𝘩 𝘪𝘴 𝘤𝘳𝘦𝘢𝘵𝘦𝘥 𝘦𝘲𝘶𝘢𝘭. 𝙑𝙤𝙡𝙪𝙢𝙚-𝙙𝙧𝙞𝙫𝙚𝙣 𝙜𝙧𝙤𝙬𝙩𝙝 𝘰𝘧𝘵𝘦𝘯 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘴 𝘤𝘢𝘱𝘪𝘵𝘢𝘭, 𝘧𝘢𝘤𝘦𝘴 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘰𝘯, 𝘢𝘯𝘥 𝘵𝘺𝘱𝘪𝘤𝘢𝘭𝘭𝘺 𝘤𝘢𝘳𝘳𝘪𝘦𝘴 𝘮𝘦𝘢𝘯𝘪𝘯𝘨𝘧𝘶𝘭 𝘪𝘯𝘤𝘳𝘦𝘮𝘦𝘯𝘵𝘢𝘭 𝘤𝘰𝘴𝘵𝘴. 𝙋𝙧𝙞𝙘𝙞𝙣𝙜-𝙙𝙧𝙞𝙫𝙚𝙣 𝙜𝙧𝙤𝙬𝙩𝙝— 𝘸𝘩𝘦𝘯 𝘴𝘶𝘱𝘱𝘰𝘳𝘵𝘦𝘥 𝘣𝘺 𝘥𝘶𝘳𝘢𝘣𝘭𝘦 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘪𝘷𝘦 𝘢𝘥𝘷𝘢𝘯𝘵𝘢𝘨𝘦𝘴 — 𝘣𝘦𝘩𝘢𝘷𝘦𝘴 𝘷𝘦𝘳𝘺 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵𝘭𝘺.
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𝘼𝙣𝙙 𝙩𝙝𝙞𝙨 𝙞𝙨 𝙬𝙝𝙚𝙧𝙚 𝙞𝙣𝙘𝙧𝙚𝙢𝙚𝙣𝙩𝙖𝙡 𝙤𝙥𝙚𝙧𝙖𝙩𝙞𝙣𝙜 𝙢𝙖𝙧𝙜𝙞𝙣𝙨 𝙗𝙚𝙘𝙤𝙢𝙚 𝙘𝙧𝙞𝙩𝙞𝙘𝙖𝙡. 𝙄𝙣𝙘𝙧𝙚𝙢𝙚𝙣𝙩𝙖𝙡 𝙢𝙖𝙧𝙜𝙞𝙣 𝙨𝙞𝙢𝙥𝙡𝙮 𝙖𝙨𝙠𝙨:

For each new $1 of revenue, how much drops to operating profit?

Companies with genuine pricing power often exhibit:

• Higher incremental margins
• Stronger profit flow-through
• Minimal incremental cost

Because price increases largely bypass the cost structure.

𝘞𝘩𝘦𝘯 𝘪𝘯𝘤𝘳𝘦𝘮𝘦𝘯𝘵𝘢𝘭 𝘮𝘢𝘳𝘨𝘪𝘯𝘴 𝘢𝘳𝘦 𝘩𝘪𝘨𝘩, 𝘦𝘷𝘦𝘯 𝘮𝘰𝘥𝘦𝘴𝘵 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘨𝘳𝘰𝘸𝘵𝘩 𝘤𝘢𝘯 𝘵𝘳𝘢𝘯𝘴𝘭𝘢𝘵𝘦 𝘪𝘯𝘵𝘰 𝘰𝘶𝘵𝘴𝘪𝘻𝘦𝘥 𝘱𝘳𝘰𝘧𝘪𝘵 𝘨𝘳𝘰𝘸𝘵𝘩. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘩𝘪𝘥𝘥𝘦𝘯 𝘦𝘯𝘨𝘪𝘯𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘮𝘢𝘯𝘺 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘮𝘱𝘰𝘶𝘯𝘥𝘦𝘳𝘴.
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𝙀𝙭𝙖𝙢𝙥𝙡𝙚𝙨 𝙤𝙛 𝙨𝙪𝙥𝙚𝙧 𝙘𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨 𝙩𝙝𝙖𝙩 𝙚𝙭𝙝𝙞𝙗𝙞𝙩 𝙩𝙝𝙚𝙨𝙚 𝙘𝙝𝙖𝙧𝙖𝙘𝙩𝙚𝙧𝙞𝙨𝙩𝙞𝙘𝙨:

• $FICO
• $ASML
• $NVDA
• $GE
• $TDG
• $MA
• $SPGI
• $MCO

Different industries. Similar underlying economics:

Durable moats + pricing power + strong incremental margins.
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Video: In Good Company | Norges Bank Investment Management (05/14/2025)
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