Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MELI continues to execute across both engines.

Commerce & Fintech revenues compounding at strong rates, with remarkable consistency — exactly what you want to see at scale.

Patience is the key variable.

Scale economies shared rarely look obvious in real time — their benefits tend to reveal themselves many years later.

Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈

Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸

Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57 - Dimitry Nakhla | Babylon Capital®
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The Transcript
$NET CEO: Google processes 3.2x OpenAI and 4.8x Microsoft web data,

"how much more of the web would you guess that Google sees and is able to train their AI systems on versus OpenAI?...The answer is actually 3.2 times more...That means that for every one page that OpenAI sees, Google is seeing, you know, 3.2 pages. So there’s just so much more data that’s going into it. And again, OpenAI is the next closest. After that, Google sees 4.8 times more of the web than Microsoft. They see similar to what they see with Anthropic as well. And it just drops off from there. And so what I worry about is that, because Google has this unique access to the web that nobody else has, the game might just go to them. Because I think that, at the end of the day, whoever has the most data wins in the era of AI"

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft.

And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them.

"For every one page that OpenAI sees, Google is seeing 3.2."

"What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI." - TBPN
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Dimitry Nakhla | Babylon Capital®
When you just shoveled 18 inches of snow ~3 weeks ago for you & your family and they appreciated you so much & another round of 18 inches of snow is on its way ❄️ https://t.co/WdFmu6CA5a
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Moon Dev
Everything has been changed due to openclaw

I’m going dark Thursday ✌🏽 https://t.co/AbRumFpHXd
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Fiscal.ai
Google is the most profitable company in the world.

Can any company surpass them in the next 10 years?

$GOOGL $AAPL $MSFT $AMZN $NVDA https://t.co/pCqL4TwXWw
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The Transcript
RT @TheTranscript_: $GM CFO: Lower EV demand prompted production resets to avoid chasing falling volume

“What we found happening on the EV side in 2025… was the constant ratcheting back of production forecasts… Rather than to try to chase that falling demand perpetually… let's reset, let's establish the right foundation.”
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Pristine Capital
RT @realpristinecap: • POTUS Raises Tariffs 👑
• NVDA Earnings Preview 📊
• Iran…Deal or No Deal? 🌎

Check out our weekend watchlist research note to prepare for the week ahead 👇

https://t.co/BPAbyccWSD
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The Transcript
$PANW CEO on the impact of AI on cybersecurity:

"The LLMs are a net positive and additive to our capability to deliver security.. I'm still confused why the market is treating AI as a threat to at least cybersecurity. I can't speak for all the software because one thing we're definitely seeing that customers have figured out that they need to drive more consistency in their security stack to be able to respond faster using AI. You cannot respond fast if you've got 70 different vendors who have different data, different logs, different APIs running. So we are seeing a trend towards more consolidation"
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Brady Long
RT @thisdudelikesAI: “Opportunity lies where no one else is looking” - Warren Buffet

If ‘everyone’ is 100% sure about something it rarely happens how ‘everyone’ expects.
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Chips & SaaS
RT @Jkylebass: @HillelNeuer It calls into question the UN itself. With China and Russia each having veto power over the Security Council,what good is it? China has infiltrated each formerly meaningful supranational institution worldwide.The @UN used to serve a purpose, but it’s been hijacked by communists.
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Chips & SaaS
RT @HillelNeuer: BREAKING: Party of German Chancellor Friedrich Merz unanimously calls for end to funding of UNRWA. Motion by CDU 2026 congress: “Germany and the EU shall discontinue support for UNRWA... Investigations have confirmed close entanglement between UNRWA and terrorist organizations.”
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