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Moon Dev
everything included
this pass includes algos, ai, solana, quant, and automation
you get the quant app, api key, plus private trading githubs
you also get daily paid live streams and full replays
mlk pricing ends today
claim access https://t.co/5lubmNh4F5
Moon Dev
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everything included
this pass includes algos, ai, solana, quant, and automation
you get the quant app, api key, plus private trading githubs
you also get daily paid live streams and full replays
mlk pricing ends today
claim access https://t.co/5lubmNh4F5
Moon Dev
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Fiscal.ai
PayPal is currently trading at its highest buyback yield ever: 11.3%
Value play or value trap?
$PYPL https://t.co/1neOZv1ZBu
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PayPal is currently trading at its highest buyback yield ever: 11.3%
Value play or value trap?
$PYPL https://t.co/1neOZv1ZBu
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Moon Dev
RT @AJTraceyBTC: Getting to work with @MoonDevOnYT Quant app.
Downloading timeseries is very easy; there is no need to write a script. LET's goo! https://t.co/bvUM1sdYKT
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RT @AJTraceyBTC: Getting to work with @MoonDevOnYT Quant app.
Downloading timeseries is very easy; there is no need to write a script. LET's goo! https://t.co/bvUM1sdYKT
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Dimitry Nakhla | Babylon Capital®
RT @aakashgupta: This is Anthropic telling you they stopped competing with OpenAI on chatbots at the end of 2024. Jared Kaplan, their Chief Science Officer, admitted it publicly. They’re building vertical AI infrastructure across five high-margin regulated industries where GPT-4 wrappers can’t compete.
The numbers tell the story. Revenue went from $1B in January 2025 to $5B+ by August. $183B valuation. Claude Code alone generates $1B in run-rate revenue with 10x growth in three months. They did $9B+ in 2025, projecting $26B in 2026.
Here’s the constraint nobody’s pricing in: Claude for Life Sciences launched in October with direct integrations into Benchling, 10x Genomics, and PubMed. Their Head of Biology said the goal is “a meaningful percentage of all life science work in the world running on Claude.” They’re not fighting for consumer attention. They’re embedding into the workflow layer where switching costs compound monthly.
The DOE Genesis Mission partnership gives them access to all 17 national laboratories for energy and biosecurity applications. The cybersecurity team doubled Claude’s success rate on Cybench in six months. The audio team is building speech language models while competitors are still optimizing text.
OpenAI is burning $74B through 2028 to own the ChatGPT interface. Anthropic is building the picks and shovels for regulated industries that require domain expertise, compliance frameworks, and enterprise integrations.
MCP, Agent Skills, Claude Cowork. All open standards. Microsoft already adopted Skills in VS Code and GitHub. Cursor, Goose, Amp running on Anthropic infrastructure. GitHub Copilot’s default model is Claude Sonnet.
They’re becoming the middleware layer that every AI application needs to touch regulated data.
That ABCDE is a roadmap for vertical integration into five industries worth trillions.
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RT @aakashgupta: This is Anthropic telling you they stopped competing with OpenAI on chatbots at the end of 2024. Jared Kaplan, their Chief Science Officer, admitted it publicly. They’re building vertical AI infrastructure across five high-margin regulated industries where GPT-4 wrappers can’t compete.
The numbers tell the story. Revenue went from $1B in January 2025 to $5B+ by August. $183B valuation. Claude Code alone generates $1B in run-rate revenue with 10x growth in three months. They did $9B+ in 2025, projecting $26B in 2026.
Here’s the constraint nobody’s pricing in: Claude for Life Sciences launched in October with direct integrations into Benchling, 10x Genomics, and PubMed. Their Head of Biology said the goal is “a meaningful percentage of all life science work in the world running on Claude.” They’re not fighting for consumer attention. They’re embedding into the workflow layer where switching costs compound monthly.
The DOE Genesis Mission partnership gives them access to all 17 national laboratories for energy and biosecurity applications. The cybersecurity team doubled Claude’s success rate on Cybench in six months. The audio team is building speech language models while competitors are still optimizing text.
OpenAI is burning $74B through 2028 to own the ChatGPT interface. Anthropic is building the picks and shovels for regulated industries that require domain expertise, compliance frameworks, and enterprise integrations.
MCP, Agent Skills, Claude Cowork. All open standards. Microsoft already adopted Skills in VS Code and GitHub. Cursor, Goose, Amp running on Anthropic infrastructure. GitHub Copilot’s default model is Claude Sonnet.
They’re becoming the middleware layer that every AI application needs to touch regulated data.
That ABCDE is a roadmap for vertical integration into five industries worth trillions.
I read every one of Anthropic’s job openings so you don’t have to. Turns out they’re working on way more than code.
Here are the 5 biggest new surprises (ABCDE):
— Audio: even though they’ve focused primarily on text, there’s a new role to work on “understanding and generating speech and audio” including speech language models and audio diffusion models
— Biology: accelerate progress in life sciences by 10x
— Cybersecurity: they have a data, RL and engg to make “AI powered products for cybersecurity”
— Discovery: build an AI Scientist that solves “scientific Artificial General Intelligence”
— Eyes / Vision: improve Claude’s vision and spatial capabilities tweet
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Startup Archive
Jack Zhang on why he said no to Stripe’s $1.2 billion offer to buy Airwallex
“In October 2018, Stripe reached out to buy us,” Airwallex co-founder Jack Zhang (@awxjack) begins.
Patrick Collison flew out to Shanghai to meet Jack and his co-founder, and they spent the day together. After the meeting, Patrick sent over a Google Doc that was 10-20 pages long and asked Jack to make comments.
“I was like, ‘Wow, the vision of the companies over the next decade is very much the same.’ We both wanted to build the AWS of financial services, and obviously Stripe was much further ahead of us. But this was before COVID. Stripe was like a $9 billion company — very similar to the scale of Airwallex today. I also really liked Patrick. It was like this guy is so smart.”
Asked what makes Patrick Collison so smart, Jack replies:
“He’s intellectually honest about everything, and he’s able to go deep in multiple dimensions.”
Eventually Stripe offered $1.2 billion for Airwallex, and according to Jack, he and his co-founders would’ve walked away with $350 million.
“I met with the whole team, and I was really impressed,” Jack recalls. “I basically said I think we’re going to do it.”
But when he flew back to Melbourne, Jack decided against it. And it was actually Patrick Collison who inspired him to reject the offer. Jack explains:
“So one of the things that really inspired me from talking and spending time with Patrick was I asked, ‘What’s the long-term thing for Stripe and yourself? Are you going to be here forever?’ And Patrick said to me that he’s going to build Stripe for the next 20-40 years. And I just never heard a founder tell me they will dedicate their entire life to building a business. And so that was inspiring to me, and I’m like that’s what I want to do.”
Today, Airwallex (@airwallex) is an $8B company, with more than $1B in ARR.
Video source: @twentyminutevc @HarryStebbings (2025)
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Jack Zhang on why he said no to Stripe’s $1.2 billion offer to buy Airwallex
“In October 2018, Stripe reached out to buy us,” Airwallex co-founder Jack Zhang (@awxjack) begins.
Patrick Collison flew out to Shanghai to meet Jack and his co-founder, and they spent the day together. After the meeting, Patrick sent over a Google Doc that was 10-20 pages long and asked Jack to make comments.
“I was like, ‘Wow, the vision of the companies over the next decade is very much the same.’ We both wanted to build the AWS of financial services, and obviously Stripe was much further ahead of us. But this was before COVID. Stripe was like a $9 billion company — very similar to the scale of Airwallex today. I also really liked Patrick. It was like this guy is so smart.”
Asked what makes Patrick Collison so smart, Jack replies:
“He’s intellectually honest about everything, and he’s able to go deep in multiple dimensions.”
Eventually Stripe offered $1.2 billion for Airwallex, and according to Jack, he and his co-founders would’ve walked away with $350 million.
“I met with the whole team, and I was really impressed,” Jack recalls. “I basically said I think we’re going to do it.”
But when he flew back to Melbourne, Jack decided against it. And it was actually Patrick Collison who inspired him to reject the offer. Jack explains:
“So one of the things that really inspired me from talking and spending time with Patrick was I asked, ‘What’s the long-term thing for Stripe and yourself? Are you going to be here forever?’ And Patrick said to me that he’s going to build Stripe for the next 20-40 years. And I just never heard a founder tell me they will dedicate their entire life to building a business. And so that was inspiring to me, and I’m like that’s what I want to do.”
Today, Airwallex (@airwallex) is an $8B company, with more than $1B in ARR.
Video source: @twentyminutevc @HarryStebbings (2025)
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Moon Dev
people keep asking about my apu nft thesis. here it is:
crypto has a vibe problem. cold. toxic. pvp. nobody wants to see anyone else win.
apu is the opposite. frens culture. we want to see each other succeed. 777 vibes.
i'm building a funded stream team and giving away 100+ apuNs to traders who persist
i want good vibed people leading crypto content we already have me, @PondTalk & @BigSodaBoy streaming (not funded by me)
but they have great vibes and spread positivity, we need more of that in crypto & it's on us, the media, to rebuild crypto from ground up
get rid of this pvp, incel type culture and lets get back to spreading love & good vibes. it's the only way we make it.
disclosure: I hold ~5% of supply. this isn't financial advice or a recommendation.Just sharing why I'm here and what I'm building.
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people keep asking about my apu nft thesis. here it is:
crypto has a vibe problem. cold. toxic. pvp. nobody wants to see anyone else win.
apu is the opposite. frens culture. we want to see each other succeed. 777 vibes.
i'm building a funded stream team and giving away 100+ apuNs to traders who persist
i want good vibed people leading crypto content we already have me, @PondTalk & @BigSodaBoy streaming (not funded by me)
but they have great vibes and spread positivity, we need more of that in crypto & it's on us, the media, to rebuild crypto from ground up
get rid of this pvp, incel type culture and lets get back to spreading love & good vibes. it's the only way we make it.
disclosure: I hold ~5% of supply. this isn't financial advice or a recommendation.Just sharing why I'm here and what I'm building.
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Dimitry Nakhla | Babylon Capital®
Sometimes it’s best to keep it simple — more isn’t always better. Here are 5 exceptional businesses trading at PEG <2.00, & their % drawdown from all-time highs 💵
1. $AMZN 1.14 | -10%
2. $NFLX 1.52 | -38%
3. $FICO 1.57 | -37%
4. $MSFT 1.70 | -16%
5. $NOW 1.95 | -46%
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Sometimes it’s best to keep it simple — more isn’t always better. Here are 5 exceptional businesses trading at PEG <2.00, & their % drawdown from all-time highs 💵
1. $AMZN 1.14 | -10%
2. $NFLX 1.52 | -38%
3. $FICO 1.57 | -37%
4. $MSFT 1.70 | -16%
5. $NOW 1.95 | -46%
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