Offshore
Photo
God of Prompt
RT @godofprompt: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/2T9q3IaRPB
tweet
RT @godofprompt: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/2T9q3IaRPB
tweet
Offshore
Photo
God of Prompt
RT @alex_prompter: secret life hack:
> install prompt copilot in your chrome browser
> create your context profile
> enhance your prompts with personalized info
https://t.co/ljXGkMbGyM
tweet
RT @alex_prompter: secret life hack:
> install prompt copilot in your chrome browser
> create your context profile
> enhance your prompts with personalized info
https://t.co/ljXGkMbGyM
your prompts suck and your AI forgets you exist
we fixed both:
→ prompt enhancement that actually works
→ context profiles that follow you everywhere
same you, any AI.
start for free 👉 https://t.co/TKMMCzVWj1 https://t.co/xzSQCkyvu7 - Prompt Copilottweet
Offshore
Photo
Fiscal.ai
Uber has increased its take-rate over the years.
Current Mobility Take Rate: 31%
How much higher can this go?
$UBER https://t.co/eLGTAAqIVp
tweet
Uber has increased its take-rate over the years.
Current Mobility Take Rate: 31%
How much higher can this go?
$UBER https://t.co/eLGTAAqIVp
tweet
Offshore
Photo
God of Prompt
50% = the model you use
50% = your prompt
interesting research.
tweet
50% = the model you use
50% = your prompt
interesting research.
MIT tested 1,900 people on AI performance.
50% was the model.
50% was the prompt.
Your skill matters as much as the model itself. https://t.co/b43Q9l16bM - Prompt Copilottweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @F_Compounders: Great way to assess pricing power
tweet
RT @F_Compounders: Great way to assess pricing power
Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a company’s moat & pricing power💸
Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.
Here’s how to calculate it:
Pick two periods (Year 1 → Year 2)
Year 1 Revenue: $10B
Year 2 Revenue: $12B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟐𝐁
Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟏𝐁
𝐈𝐧𝐜𝐫𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧 = Δ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 / Δ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞
So: $1B / $2B = 50%
𝘔𝘦𝘢𝘯𝘪𝘯𝘨: 50 cents of every new $1 of revenue fell to operating profit.
___
Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage — the traits that allow a great business to compound faster as it scales. It’s one of the cleanest ways to see whether a company’s moat is strengthening & efficiently scaling.
I’ve included 4 high-quality stocks with their incremental operating margins since 2021 for further example 👇🏽
$FICO $MSFT $MA $NFLX - Dimitry Nakhla | Babylon Capital®tweet
God of Prompt
RT @godofprompt: How to write prompts that make AI give you exactly what's in your head:
tweet
RT @godofprompt: How to write prompts that make AI give you exactly what's in your head:
tweet