Offshore
Photo
Brady Long
RT @WallStreetMav: LEAK:
OpenAI and Jony Ive seeks to build replacement for Apple Airpods, per Weibo reporter. https://t.co/pUBv9wjiaf
tweet
RT @WallStreetMav: LEAK:
OpenAI and Jony Ive seeks to build replacement for Apple Airpods, per Weibo reporter. https://t.co/pUBv9wjiaf
Hearing fresh detail on Openai "To-go" hardware project from last report. Now confirmed it is a special audio product to replace Airpod, internal code name is "Sweetpea"
On manufacturing, Foxconn has been told to prepare for total 5 devices by Q4 2028. All not known but a home style device and pen are still considered
However many sources repeated same thing: Sweetpea is now front of the line due to priority of Johny ive team. The release has been told to be near september, volume projection 40-50mm firstyear. Only some details currently known:
-hardware design is said to be "unique, unseen before" and main device is to be metal and resembling shape of eggstone
-inside eggstone there are two 胶囊pills who are removed and rest behind the ear like image above
-main processor target is 2nm smart phone style chip (exynos most favored). a custom chip also been developed to allowing the device to "replace iphone actions by commanding Siri"
-BOM is feared to be very high as material / components are closer to a phone bom but device function is said to be stronger
FXC leaders still embarrassed by losing all airpods programs to Lux 立讯. Now they see golden chance to win back this category tweet
Offshore
Photo
App Economy Insights
Apple officially adopts $GOOG Gemini to improve Siri.
$AAPL statement:
“After careful evaluation, we determined that Google’s technology provides the most capable foundation for Apple Foundation Models.” https://t.co/MVC5waRQdb
tweet
Apple officially adopts $GOOG Gemini to improve Siri.
$AAPL statement:
“After careful evaluation, we determined that Google’s technology provides the most capable foundation for Apple Foundation Models.” https://t.co/MVC5waRQdb
tweet
Quiver Quantitative
BREAKING: House Democrats have released a statement in opposition to this bill, saying that it doesn't go far enough.
"While this bill prohibits Members from buying new stocks, it does nothing to remove the conflict of interest that arises from owning or selling existing stocks"
tweet
BREAKING: House Democrats have released a statement in opposition to this bill, saying that it doesn't go far enough.
"While this bill prohibits Members from buying new stocks, it does nothing to remove the conflict of interest that arises from owning or selling existing stocks"
BREAKING: Representative Bryan Steil is proposing a new leadership-backed congressional stock trading bill.
It would allow politicians to keep their stocks when they come to Congress.
They couldn’t buy new stocks and they could only sell positions after giving a week’s notice. tweet
X (formerly Twitter)
Quiver Quantitative (@QuiverQuant) on X
BREAKING: Representative Bryan Steil is proposing a new leadership-backed congressional stock trading bill.
It would allow politicians to keep their stocks when they come to Congress.
They couldn’t buy new stocks and they could only sell positions after…
It would allow politicians to keep their stocks when they come to Congress.
They couldn’t buy new stocks and they could only sell positions after…
Offshore
Video
Startup Archive
Keith Rabois on what Peter Thiel taught him about promoting people
“So I actually learned from Peter Thiel back at PayPal that you only really want to promote someone when there’s a significant delta between that person’s performance and the next best person. The bigger the delta, the easier it is to promote somebody. Otherwise you’re better off leaving things flat until the gap is just unmistakable.”
The key benefit is a flatter organization with less bureaucracy. But Keith also argues that layering talented direct reports under an executive is a bad for morale:
“You’re going to demoralize them, and you’re never going to see how much upside they really have. As long as you think someone has unbounded upside, I’d be very leery of suppressing their potential.”
Video source: @imchrisvasquez (2024)
tweet
Keith Rabois on what Peter Thiel taught him about promoting people
“So I actually learned from Peter Thiel back at PayPal that you only really want to promote someone when there’s a significant delta between that person’s performance and the next best person. The bigger the delta, the easier it is to promote somebody. Otherwise you’re better off leaving things flat until the gap is just unmistakable.”
The key benefit is a flatter organization with less bureaucracy. But Keith also argues that layering talented direct reports under an executive is a bad for morale:
“You’re going to demoralize them, and you’re never going to see how much upside they really have. As long as you think someone has unbounded upside, I’d be very leery of suppressing their potential.”
Video source: @imchrisvasquez (2024)
tweet
Offshore
Photo
Clark Square Capital
Looks like an awesome gig
tweet
Looks like an awesome gig
Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking, sell-side equity research, or asset management. More information here: https://t.co/Vjgkt3QrxP tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$NFLX continues to demonstrate one of the most attractive traits in investing:
Steady, global, subscription-driven revenue growth across nearly every geography with a long runway ahead 📺
$NFLX benefits from a diversified regional base where growth is being driven by a combination of price increases, improving monetization (ads + paid sharing), & ongoing international penetration
The regional data highlights that $NFLX compounding is not only intact—but broadening (EMEA & APAC specifically)—supporting the thesis that $NFLX continues to evolve into a structurally advantaged global entertainment platform with strong pricing power over time
tweet
$NFLX continues to demonstrate one of the most attractive traits in investing:
Steady, global, subscription-driven revenue growth across nearly every geography with a long runway ahead 📺
$NFLX benefits from a diversified regional base where growth is being driven by a combination of price increases, improving monetization (ads + paid sharing), & ongoing international penetration
The regional data highlights that $NFLX compounding is not only intact—but broadening (EMEA & APAC specifically)—supporting the thesis that $NFLX continues to evolve into a structurally advantaged global entertainment platform with strong pricing power over time
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Representative Ritchie Torres has introduced a bill that would ban politicians from trading on prediction markets when they have access to non-public info.
No market up yet on Polymarket for politicians to bet on whether it will pass. https://t.co/l8UKTCVpIO
tweet
BREAKING: Representative Ritchie Torres has introduced a bill that would ban politicians from trading on prediction markets when they have access to non-public info.
No market up yet on Polymarket for politicians to bet on whether it will pass. https://t.co/l8UKTCVpIO
tweet