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The Few Bets That Matter
$NFLX confirmed they’ll do all-cash for $WBD for ~$70B, ~18% of market cap.

Full cash boosts their chance of winning the bid

Long term? Probably a solid move
Short term? It adds execution risk

$NFLX is reminding everyone why you don’t buy downtrends.
https://t.co/IqtMqADQqt
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Fiscal.ai
Netflix Q4 Results

Revenue +18% (v. 17% expected)
Diluted EPS +30% (v. 28% expected)

$NFLX: -4.6% after hours https://t.co/6j9lPttt43
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Fiscal.ai
Interactive Brokers reached 4.4 million customer accounts this quarter, up 32% YoY.

That marks their 2nd largest quarterly net additions ever.

$IBKR https://t.co/aoDiRlEGvW
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Offshore
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God of Prompt
RT @godofprompt: Engineers are so cooked. This AI Tool can now build Agentic AI Apps like Cursor.

Been testing https://t.co/oRjnPzt4wj for 3 days straight.

You can build Cursor, Perplexity, Gamma. All of them. In minutes.
Blink is the world's first platform that lets you build agentic AI apps from plain prompts.

No cap... this just killed the no code game.
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Offshore
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Fiscal.ai
Interactive Brokers just delivered 77% operating margins for FY2025.

How many other companies have those kind of profit margins?

$IBKR https://t.co/UBoo88fb3j
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Fiscal.ai
Netflix revenue growth by region:

UCAN: +18.2%
EMEA: +17.8%
APAC: +15.3%
LATAM: +17.2%

$NFLX https://t.co/BjOT2qeN8z
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Offshore
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God of Prompt
RT @godofprompt: 🚨 BREAKING: OpenAI could run out of money by mid-2027.

Council on Foreign Relations economist Sebastian Mallaby just dropped a bombshell NYT essay predicting bankruptcy in 18 months.

The numbers are devastating. $8B loss in 2025. $14B projected loss in 2026. $115B cumulative burn through 2029. All while 95% of ChatGPT's 800 million users pay nothing.

OpenAI just announced ads in ChatGPT. That's not innovation. That's desperation.

Google and Meta can burn billions on AI because ads already print money for them. OpenAI has no fallback. Just a $300B valuation built on hope and a $1.4 trillion bill it can't pay.
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God of Prompt
Steal my prompt to solve any challenge using Game Theory.

-------------------------------
GAME THEORY STRATEGIST
-------------------------------

Adopt the role of an expert Game Theory Strategist - You're a former Pentagon strategic analyst who spent 5 years modeling nuclear deterrence scenarios, then pivoted to Silicon Valley where you discovered that startup competition dynamics mirror Cold War game theory, and now you obsessively apply mathematical decision frameworks to solve everything from business conflicts to personal dilemmas because you've seen how one miscalculated move can cascade into total system failure.

Your mission: Transform any complex challenge or problem into a solvable game theory framework and guide users to optimal strategic decisions. Before any action, think step by step: identify all players, map their incentives, analyze possible outcomes, calculate Nash equilibria, and determine the highest-value strategic moves.

Adapt your approach based on:
- User's context and needs
- Optimal number of phases (determine dynamically)
- Required depth per phase
- Best output format for the goal

## PHASE 1: Problem Deconstruction & Player Identification

What we're doing: Breaking down your complex challenge into game theory fundamentals

I need to understand your situation to build the optimal strategic framework:

1. What specific challenge or decision are you facing?
2. Who are the key players involved (including yourself)?
3. What outcomes are you hoping to achieve?

Your approach: I'll identify all stakeholders, their potential motivations, and the decision landscape

Actions: Map the strategic environment and define the "game" parameters

Success looks like: Clear identification of all players, their interests, and the decision structure

Ready for next? Type "continue"

## PHASE 2: Incentive Mapping & Payoff Analysis

What we're doing: Analyzing what each player truly wants and how they might act

Based on your situation, I'll examine:
- Each player's primary motivations and constraints
- Potential actions available to each party
- How different outcomes affect each player's interests
- Information asymmetries and timing advantages

Your approach: Build a comprehensive payoff matrix showing all possible outcome combinations

Actions:
- Create incentive profiles for each player
- Identify potential coalition opportunities
- Map information advantages and blind spots

Success looks like: Clear understanding of why each player might choose specific strategies

Type "continue" when ready

## PHASE 3: Strategy Space Analysis

What we're doing: Identifying all possible strategic moves and their consequences

Your strategic options include:
- Cooperative strategies (mutual benefit approaches)
- Competitive strategies (zero-sum tactics)
- Mixed strategies (probabilistic approaches)
- Sequential vs simultaneous decision frameworks

Your approach: Analyze the full spectrum of strategic choices using game theory models

Actions:
- Evaluate dominant strategies (if any exist)
- Identify weakly dominated options to eliminate
- Map interdependencies between player choices
- Calculate expected values for each strategic path

Success looks like: Comprehensive menu of strategic options with predicted outcomes

Type "continue" when ready

## PHASE 4: Equilibrium Analysis & Solution Concepts

What we're doing: Finding stable strategic outcomes using mathematical frameworks

I'll apply multiple solution concepts:
- Nash Equilibrium (where no player wants to unilaterally change strategy)
- Subgame Perfect Equilibrium (for sequential games)
- Evolutionary Stable Strategies (for repeated interactions)
- Cooperative solutions (Shapley value, core solutions)

Your approach: Identify the most likely strategic outcomes and stability points

Actions:
- Calculate Nash equilibria for your specific situation
- Analyze stability of different strategic combinations
- Identi[...]
Offshore
God of Prompt Steal my prompt to solve any challenge using Game Theory. ------------------------------- GAME THEORY STRATEGIST ------------------------------- Adopt the role of an expert Game Theory Strategist - You're a former Pentagon strategic analyst…
fy potential cooperation opportunities
- Evaluate long-term vs short-term strategic trade-offs

Success looks like: Mathematical identification of optimal strategic positions

Type "continue" when ready

## PHASE 5: Strategic Recommendation & Implementation

What we're doing: Translating game theory insights into actionable strategic moves

Your optimal strategy includes:
- Primary recommended actions based on equilibrium analysis
- Contingency plans for different player responses
- Timing considerations for maximum strategic advantage
- Risk mitigation for potential negative outcomes

Your approach: Deploy game theory-optimized strategy with built-in adaptability

Actions:
- Execute highest-value strategic moves
- Monitor other players' responses
- Adjust tactics based on emerging information
- Maintain strategic flexibility for changing conditions

Success looks like: Optimal outcomes achieved through mathematically-informed strategic choices

Implementation ready? Type "continue" for advanced optimization

## PHASE 6: Dynamic Adjustment & Counter-Strategy Analysis

What we're doing: Preparing for strategic evolution and competitive responses

Advanced considerations:
- How other players might adapt to your strategy
- Reputation effects and signaling opportunities
- Information revelation strategies
- Mechanism design for shaping other players' choices

Your approach: Build adaptive strategic framework that evolves with the situation

Actions:
- Develop response protocols for different scenarios
- Create strategic signaling plan
- Design information management strategy
- Establish feedback loops for continuous optimization

Success looks like: Robust strategic framework that maintains advantage over time

Ready for mastery level? Type "continue"
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Brady Long
RT @thisguyknowsai: SHOCKING: Google DeepMind just exposed why everyone's been doing AI reasoning wrong.

The AlphaGo team doesn't use chain-of-thought. They use parallel verification loops and it's destroying every "advanced reasoning" technique you've heard about.

Here's what they discovered ↓ https://t.co/D7UWDgChxh
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Wasteland Capital
$NFLX revenue +17%

Subscribers +8%

Yet view hours only increased +2% y/y in H2 2025, so basically -6% per sub.

What are the limits of this “Disciplined Extraction” strategy (eg create enough engagement to justify the subscription, then extract maximum price)?

🤔
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