Moon Dev
be careful of openclaw!!

i lost $242,328 before my 6th openclaw was launched

grateful to have learned

I really dont want you to make the same mistake https://t.co/YWNKoTGjMb
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God of Prompt
RT @godofprompt: 84% of developers use AI coding tools daily.
25% of new startups ship codebases that are almost entirely AI generated.

But here's the stat nobody talks about: AI assisted developers produce 3-4x more code... and 10x more security issues.

Your vibe coded app isn't broken. It's unfinished.

Here's the gap nobody's solving (and why it matters now): 🧵
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Giuliano
I always remember something Singleton said in one of his last interviews:

“If everyone else is doing them, then there must be something wrong with them”

https://t.co/AGcvbWenJV - Sidecar Investor
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Dimitry Nakhla | Babylon Capital®
𝐃𝐞𝐯 𝐊𝐚𝐧𝐭𝐞𝐬𝐚𝐫𝐢𝐚 𝐨𝐧 𝐬𝐡𝐚𝐫𝐞 𝐛𝐮𝐲𝐛𝐚𝐜𝐤𝐬:

“Given that companies trade within a range of reasonableness and we believe in their long-term ability to compound, buying back stock remains the most efficient use of capital…

We love it when a great compounding machine buys back a lot of their stock… My preference is a company that holds virtually no cash because it keeps them from making mistakes.”
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𝐓𝐡𝐞 𝐋𝐞𝐬𝐬𝐨𝐧: Share buybacks remain one of the most powerful — and frequently underappreciated — drivers of long-term shareholder returns.
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𝐃𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭: 𝘸𝘩𝘦𝘯 𝘦𝘹𝘦𝘤𝘶𝘵𝘦𝘥 𝘢𝘵 𝘴𝘦𝘯𝘴𝘪𝘣𝘭𝘦 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯𝘴, 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘤𝘢𝘭𝘭𝘺 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘱𝘦𝘳 𝘴𝘩𝘢𝘳𝘦.

As Warren Buffett wrote in Berkshire’s 2022 Shareholder Letter:

“The math isn’t complicated: When the share count goes down, your interest in our many businesses goes up. Every small bit helps if repurchases are made at value-accretive prices.

At Berkshire, we directly increased your interest in our unique collection of businesses by repurchasing 1.2% of the company’s outstanding shares.”

This is the essence of buybacks.

If a company retires shares at attractive prices, 𝙚𝙖𝙘𝙝 𝙧𝙚𝙢𝙖𝙞𝙣𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙝𝙤𝙡𝙙𝙚𝙧 𝙤𝙬𝙣𝙨 𝙖 𝙡𝙖𝙧𝙜𝙚𝙧 𝙥𝙞𝙚𝙘𝙚 𝙤𝙛 𝙩𝙝𝙚 𝙨𝙖𝙢𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙨𝙩𝙧𝙚𝙖𝙢.
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𝐈𝐧𝐝𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭 (often overlooked): 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘢𝘭𝘴𝘰 𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘴 𝘢 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯 𝘥𝘪𝘴𝘤𝘪𝘱𝘭𝘪𝘯𝘦 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘴𝘮.

Excess cash frequently invites poor decisions.

Peter Lynch warned about “diworsification” — when strong businesses dilute their economics through unnecessary acquisitions.

Acquisitions are difficult.

And for superior business models, 𝙖𝙘𝙦𝙪𝙞𝙨𝙞𝙩𝙞𝙤𝙣𝙨 𝙤𝙛𝙩𝙚𝙣:

• Compromise business quality
• Dilute returns on capital
• Introduce integration risk
• Reduce predictability

𝘽𝙪𝙮𝙗𝙖𝙘𝙠𝙨, 𝙗𝙮 𝙘𝙤𝙣𝙩𝙧𝙖𝙨𝙩:

• Enhance per-share value
• Preserve business quality
• Reduce empire-building risk
• Protect shareholder economics

Capital allocation is strategy.

And disciplined buybacks are often the defining characteristic of exceptional compounding machines.
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Video: We Study Billionaires Podcast (12/05/2024)
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Dimitry Nakhla | Babylon Capital®
Chris Hohn TCI Q4 25’ 13F (Dataroma)

Top 5 holdings: $GE $V $MSFT $MCO $SPGI

Foreign securities excluded $SAF https://t.co/EBdedJYGxo
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God of Prompt
RT @godofprompt: 🚨 BREAKING: Gemini can now write and design an entire book in 48 hours.

Here are 5 insane prompts to become a published author this month: (Save for later): https://t.co/hdqbdZK4Gv
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The Transcript
RT @TheTranscript_: Big tech execs commenting on Capex in the latest earnings calls:

$META CFO: "We anticipate 2026 capital expenditures...to be in the range of $115-135B, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business"

$MSFT CFO: " Capital expenditures were $37.5B, and this quarter, roughly 2/3 of our CapEx was on short-lived assets, primarily GPUs and CPUs. Our customer demand continues to exceed our supply.

$AMZN CEO: "..we expect to invest about $200B in capital expenditures across Amazon in 2026...but predominantly in AWS because we have very high demand."

$GOOGL CFO: "To meet customer demand & capitalize on the growing opportunities ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175B to $185B"
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The Transcript
$MS Exec: Morgan Stanley has a 200-variable model that predicts, with high accuracy, which clients will seek financial advice before they do.

“So we have a model now with over 200 variables that, if you back-test it, the top 3 deciles of clients, who we predict are going to want to have a relationship with a financial adviser, represent 90% of those clients who become clients of financial advisers.”
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The Transcript
Conferences this week: https://t.co/sE472Sa0xQ
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Jukan
SA said in an institutional report that INTC has delayed 14A.

via @TMTBreakout. https://t.co/lJLCqZ2r3n
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