Offshore
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The All-In Podcast
Aaron Levie on why he thinks AI Doomers are WRONG about job replacement
@levie laid out his bullish stance on AI:
-- 90% new work creation 📈
-- 10% job replacement 🤖
"Most of our conversations with customers are, when they have AI agents, they can now go and actually deliver work in areas that would've been unaffordable previously."
"In the Valley, unfortunately, we've been co-opted somewhat with a little bit of a doomer mindset in some areas."
"And we think of then AI as, like, 'It's all fixed pie, it's gonna replace things.'"
"And on the ground with large enterprises, the vast majority of the use cases are, it's the ability to finally review the contracts that we never got around to reviewing."
"It's the ability to finally automate an invoice process that we never did."
"It's the ability to go in and just create marketing campaigns in every language that we never got around to."
"So I think that'll probably be actually like 90% of the usage of AI in the future will be things that if we look back and we snapped the line right now, and we said this is what knowledge work is today."
"90% of AI usage will be things that we don't do today."
"I don't like the word replace because I think most of the upside is actually gonna be for companies that now deploy labor at things that they wouldn't have deployed labor at before."
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Aaron Levie on why he thinks AI Doomers are WRONG about job replacement
@levie laid out his bullish stance on AI:
-- 90% new work creation 📈
-- 10% job replacement 🤖
"Most of our conversations with customers are, when they have AI agents, they can now go and actually deliver work in areas that would've been unaffordable previously."
"In the Valley, unfortunately, we've been co-opted somewhat with a little bit of a doomer mindset in some areas."
"And we think of then AI as, like, 'It's all fixed pie, it's gonna replace things.'"
"And on the ground with large enterprises, the vast majority of the use cases are, it's the ability to finally review the contracts that we never got around to reviewing."
"It's the ability to finally automate an invoice process that we never did."
"It's the ability to go in and just create marketing campaigns in every language that we never got around to."
"So I think that'll probably be actually like 90% of the usage of AI in the future will be things that if we look back and we snapped the line right now, and we said this is what knowledge work is today."
"90% of AI usage will be things that we don't do today."
"I don't like the word replace because I think most of the upside is actually gonna be for companies that now deploy labor at things that they wouldn't have deployed labor at before."
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Offshore
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Investing visuals
Major earnings week ahead! Notable names:
• Monday: $PLTR, $HIMS
• Tuesday: $AMD, $DDOG, $TEM, $CELH
• Wednesday: $UBER, $APP, $ARM, $AXON
• Thursday: $TTD, $SHOP, $MELI, $NET
Which one are you most excited about? https://t.co/4tqEmRtl3r
tweet
Major earnings week ahead! Notable names:
• Monday: $PLTR, $HIMS
• Tuesday: $AMD, $DDOG, $TEM, $CELH
• Wednesday: $UBER, $APP, $ARM, $AXON
• Thursday: $TTD, $SHOP, $MELI, $NET
Which one are you most excited about? https://t.co/4tqEmRtl3r
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Wall St Engine
The 𝕏 recommendation algorithm is getting replaced by a lightweight version of Grok
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The 𝕏 recommendation algorithm is getting replaced by a lightweight version of Grok
The 𝕏 recommendation algorithm is being replaced with a lightweight version of @Grok, so will soon be dramatically better!
You should notice some improvement already. tweet
twitter.com
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Offshore
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Investing visuals
$PLTR visualized:
• How they make money
• Revenue sources
• Revenue and FCF growth
• Customer growth
• Margins
• Valuation
• One-pager business breakdown
A thread 🧵👇 https://t.co/PrkIyQFCja
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$PLTR visualized:
• How they make money
• Revenue sources
• Revenue and FCF growth
• Customer growth
• Margins
• Valuation
• One-pager business breakdown
A thread 🧵👇 https://t.co/PrkIyQFCja
tweet
Offshore
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Wall St Engine
UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY 05, 2025
Mon: Services PMI + $ON, $HIMS, $PLTR, $F
Tues: $CELH, $DDOG, $AMD, $SMCI, $ANET, $RIVN
Wed: FOMC + $UBER, $DIS, $NVO, $U, $VST, $ARM, $MELI, $APP, $IONQ, $OXY, $CVNA, $DASH, $AXON
Thu: $SHOP, $CROX, $QBTS, $PTON, $COIN, $RKLB, $SOUN, $TTD, $NET, $DKNG, $AFRM, $PINS, $LYFT
Follow me @wallstengine for FREE, FAST, ACCURATE, & CONSISTENT stock market updates—actionable news, earnings highlights, and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game!
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UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY 05, 2025
Mon: Services PMI + $ON, $HIMS, $PLTR, $F
Tues: $CELH, $DDOG, $AMD, $SMCI, $ANET, $RIVN
Wed: FOMC + $UBER, $DIS, $NVO, $U, $VST, $ARM, $MELI, $APP, $IONQ, $OXY, $CVNA, $DASH, $AXON
Thu: $SHOP, $CROX, $QBTS, $PTON, $COIN, $RKLB, $SOUN, $TTD, $NET, $DKNG, $AFRM, $PINS, $LYFT
Follow me @wallstengine for FREE, FAST, ACCURATE, & CONSISTENT stock market updates—actionable news, earnings highlights, and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game!
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Wall St Engine
BUFFETT’S CASH PILE HITS NEW RECORD
Berkshire says “considerable uncertainty remains” as it ends Q1 with a record $347.7B in cash and cash equivalents—up from $334.2B last quarter. Net earnings fell 63% Y/Y to $4.67B, with operating earnings down 14% to $9.6B. https://t.co/0SvVezKbi0
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BUFFETT’S CASH PILE HITS NEW RECORD
Berkshire says “considerable uncertainty remains” as it ends Q1 with a record $347.7B in cash and cash equivalents—up from $334.2B last quarter. Net earnings fell 63% Y/Y to $4.67B, with operating earnings down 14% to $9.6B. https://t.co/0SvVezKbi0
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Offshore
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Wall St Engine
WARREN BUFFETT’S CASH STACK: A DECADE OF GROWTH
2015: $63B
2016: $85B
2017: $92B
2018: $120B
2019: $136B
2020: $140B
2021: $149B
2022: $109B
2023: $157B
2024: $334B
Q1'25: $347.7B https://t.co/vCLutmXAYv
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WARREN BUFFETT’S CASH STACK: A DECADE OF GROWTH
2015: $63B
2016: $85B
2017: $92B
2018: $120B
2019: $136B
2020: $140B
2021: $149B
2022: $109B
2023: $157B
2024: $334B
Q1'25: $347.7B https://t.co/vCLutmXAYv
tweet
Offshore
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Wall St Engine
Warren Buffett says the U.S. should trade with the world, should not be used as a weapon: “We should do what we do best, they should do what they do best. Trade can be an act of war, but it shouldn’t be a weapon.” Adds: “The U.S. has already won—what we’ve built is unmatched.” https://t.co/0zWumLuzW5
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Warren Buffett says the U.S. should trade with the world, should not be used as a weapon: “We should do what we do best, they should do what they do best. Trade can be an act of war, but it shouldn’t be a weapon.” Adds: “The U.S. has already won—what we’ve built is unmatched.” https://t.co/0zWumLuzW5
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Investing visuals
Interesting for $HOOD investors: interview with CEO @vladtenev about their Q1 results 👌
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Interesting for $HOOD investors: interview with CEO @vladtenev about their Q1 results 👌
🔴 LIVE - $HOOD Q1 '25 EARNINGS Q&A WITH CEO @VLADTENEV https://t.co/bKj7dANhA3 tweet
twitter.com
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