Offshore
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Dimitry Nakhla | Babylon Capital®
$MSFT continues to invest in custom silicon alongside CPUs & GPUs to improve performance per dollar & inference efficiency inside Azure.
This kind of scale-driven infrastructure investment is difficult to replicate & reinforces Azure’s long-term competitive positioning. https://t.co/LnOsPQ07Xv
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$MSFT continues to invest in custom silicon alongside CPUs & GPUs to improve performance per dollar & inference efficiency inside Azure.
This kind of scale-driven infrastructure investment is difficult to replicate & reinforces Azure’s long-term competitive positioning. https://t.co/LnOsPQ07Xv
Our newest AI accelerator Maia 200 is now online in Azure.
Designed for industry-leading inference efficiency, it delivers 30% better performance per dollar than current systems.
And with 10+ PFLOPS FP4 throughput, ~5 PFLOPS FP8, and 216GB HBM3e with 7TB/s of memory bandwidth it's optimized for large-scale AI workloads.
It joins our broader portfolio of CPUs, GPUs, and custom accelerators, giving customers more options to run advanced AI workloads faster and more cost-effectively on Azure. tweet
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Quiver Quantitative
JUST IN: A new account on Polymarket just bet $6,000 that the Fed will INCREASE interest rates at the next meeting.
Seems nearly impossible that this will happen.
But if it does, they will win $5,600,000. https://t.co/z3orHDG1wb
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JUST IN: A new account on Polymarket just bet $6,000 that the Fed will INCREASE interest rates at the next meeting.
Seems nearly impossible that this will happen.
But if it does, they will win $5,600,000. https://t.co/z3orHDG1wb
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Fiscal.ai
In May of 2023, Zoom invested an estimated $50 million in Anthropic.
Earlier this month, Anthropic announced they were raising money at a $350B valuation.
How much could Zoom's stake be worth now?
$ZM https://t.co/BUGbRiJlqG
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In May of 2023, Zoom invested an estimated $50 million in Anthropic.
Earlier this month, Anthropic announced they were raising money at a $350B valuation.
How much could Zoom's stake be worth now?
$ZM https://t.co/BUGbRiJlqG
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Quiver Quantitative
Here are the members of Congress whose stock portfolios are performing the best in 2026, per our estimates.
The market is up just 1.5% over the same period.
Track live on Quiver: https://t.co/eXK9LJ9RJE
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Here are the members of Congress whose stock portfolios are performing the best in 2026, per our estimates.
The market is up just 1.5% over the same period.
Track live on Quiver: https://t.co/eXK9LJ9RJE
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Offshore
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Dimitry Nakhla | Babylon Capital®
As of Q3 2025, Chris Hohn’s largest buy was Visa at a $341 reported price— increasing his position by 47% to ~18% of TCI fund.
Today $V trades for a 4.08% FCF Yield — a level it has spent only ~20% of the time above since 2022.
Similarly, $MA trades for a 3.61% FCF Yield — a level it has spent only ~10% of the time above since 2022.
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As of Q3 2025, Chris Hohn’s largest buy was Visa at a $341 reported price— increasing his position by 47% to ~18% of TCI fund.
Today $V trades for a 4.08% FCF Yield — a level it has spent only ~20% of the time above since 2022.
Similarly, $MA trades for a 3.61% FCF Yield — a level it has spent only ~10% of the time above since 2022.
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AkhenOsiris
$SHOP President Finkelstein to Modern Retail
From Thursday Jan 22:
“If you look at Shopify’s data, specifically at checkouts from January 2025 to January 2026, merchants have seen 14x more orders coming from agents compared to last year at the same time. That’s a real opportunity and real leverage.”
On UCP:
“Part of the reason we created this open protocol is because we believe agents need a way to speak directly with merchants. Merchandising is a real thing. You can’t just scrape information and expect a great experience. Creating this open protocol with Google was about enabling merchants to provide all the details and nuances of their business — like bundling, fulfillment, options, discounts and loyalty — so every agent, whether it’s ChatGPT, Gemini, AI mode or Microsoft Copilot, knows exactly what the merchant wants. That is the way agentic commerce will take off, not by just focusing on a simple transaction.
We don’t necessarily know which agentic application will be most widely used by consumers. Many consumers are still new to using OpenAI; most have only been using it for five or six months, or a year at max. If we show them a really great experience on their first or second purchase, they’re much more likely to make this a regular way they shop — and that’s what we’re hoping for.”
Shopify is also opening its Catalog to non-Shopify merchants through a new Agentic plan. Why bring outside brands into your ecosystem?
“This is the first time we’re actually working with non-Shopify merchants to help them. Part of our goal is to show them what Shopify can do, but we also believe it’s better for consumers. If agentic commerce is going to take off, consumers need access to all their favorite brands, not just some. Shopify powers 12% of retail e-commerce in the U.S. Enabling non-Shopify brands to join is a big deal for the industry.”
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$SHOP President Finkelstein to Modern Retail
From Thursday Jan 22:
“If you look at Shopify’s data, specifically at checkouts from January 2025 to January 2026, merchants have seen 14x more orders coming from agents compared to last year at the same time. That’s a real opportunity and real leverage.”
On UCP:
“Part of the reason we created this open protocol is because we believe agents need a way to speak directly with merchants. Merchandising is a real thing. You can’t just scrape information and expect a great experience. Creating this open protocol with Google was about enabling merchants to provide all the details and nuances of their business — like bundling, fulfillment, options, discounts and loyalty — so every agent, whether it’s ChatGPT, Gemini, AI mode or Microsoft Copilot, knows exactly what the merchant wants. That is the way agentic commerce will take off, not by just focusing on a simple transaction.
We don’t necessarily know which agentic application will be most widely used by consumers. Many consumers are still new to using OpenAI; most have only been using it for five or six months, or a year at max. If we show them a really great experience on their first or second purchase, they’re much more likely to make this a regular way they shop — and that’s what we’re hoping for.”
Shopify is also opening its Catalog to non-Shopify merchants through a new Agentic plan. Why bring outside brands into your ecosystem?
“This is the first time we’re actually working with non-Shopify merchants to help them. Part of our goal is to show them what Shopify can do, but we also believe it’s better for consumers. If agentic commerce is going to take off, consumers need access to all their favorite brands, not just some. Shopify powers 12% of retail e-commerce in the U.S. Enabling non-Shopify brands to join is a big deal for the industry.”
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AkhenOsiris
$GOOGL $RDDT
EXCLUSIVE: YouTube Overtakes Reddit as Go-To Citation Source on AI Search.
Once dominated by Reddit, citations in large language models are now pointing more often to YouTube.
Bluefish found that YouTube appeared as a cited source in 16% of LLM answers over the past six months, compared with 10% for Reddit
Source: Adweek
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$GOOGL $RDDT
EXCLUSIVE: YouTube Overtakes Reddit as Go-To Citation Source on AI Search.
Once dominated by Reddit, citations in large language models are now pointing more often to YouTube.
Bluefish found that YouTube appeared as a cited source in 16% of LLM answers over the past six months, compared with 10% for Reddit
Source: Adweek
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AkhenOsiris
$CRWD $PANW $OKTA $NET
VentureBeat:
Your web gateway can't see it. Your cloud access broker can't see it. Your endpoint protection can't see it. And yet 95% of organizations experienced browser-based attacks last year, according to Omdia research conducted across more than 1,000 IT and security leaders.
Still, three campaigns in 12 months are making the threat more concrete. ShadyPanda infected 4.3 million users through extensions that had been legitimate for seven years. Cyberhaven's security extension was weaponized against 400,000 corporate customers on Christmas Eve. Trust Wallet lost $8.5 million from 2,520 wallets in 48 hours. None triggered traditional alerts.
VentureBeat recently spoke with Elia Zaitsev, CTO of CrowdStrike, about what's driving these attacks. "The browser has become a prime target because modern adversaries don't break in, they log in," he said.
He added that as work, communication, and AI usage move into the browser, attackers increasingly operate inside trusted sessions, abusing valid identities, tokens, and access. Traditional security controls were never designed to stop this kind of activity because they assume "trust-once" access is granted and lack visibility into what happens inside live browser sessions.
"For a long time, the browser was treated as a window, not an execution layer," Zaitsev said. "It was designed for searches and static web access, not for running core business applications or autonomous AI workflows. That's changed dramatically. Today, SaaS applications, cloud identities, AI tools, and agentic workflows all run through the browser, making it the first line of enterprise execution and defense."
Browser isolation from Menlo Security, Cloudflare, and Symantec addresses rendering threats by executing web content in remote containers. But thousands of extensions now run locally with privileged access, GenAI tools create new exfiltration paths, and session-based attacks hijack authenticated tokens. Isolation protects users before authentication — not after attackers inherit valid sessions, tokens, and extension privileges.
CrowdStrike acquired Seraphic Security and SGNL for a combined $1.16 billion in January 2026, signaling how seriously vendors are betting on the browser layer. Palo Alto Networks bought Talon in 2023.
Two camps are emerging. Island wants enterprises to replace Chrome and Edge entirely with a purpose-built browser, and has reached a $4.8 billion valuation (March, 2025). Menlo Security bets most enterprises won't switch browsers, so it layers protection on top of whatever employees already use.
The tradeoff is real. Replacement browsers offer deeper control but require adoption. Security layers preserve user choice but see less. Both are winning deals.
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$CRWD $PANW $OKTA $NET
VentureBeat:
Your web gateway can't see it. Your cloud access broker can't see it. Your endpoint protection can't see it. And yet 95% of organizations experienced browser-based attacks last year, according to Omdia research conducted across more than 1,000 IT and security leaders.
Still, three campaigns in 12 months are making the threat more concrete. ShadyPanda infected 4.3 million users through extensions that had been legitimate for seven years. Cyberhaven's security extension was weaponized against 400,000 corporate customers on Christmas Eve. Trust Wallet lost $8.5 million from 2,520 wallets in 48 hours. None triggered traditional alerts.
VentureBeat recently spoke with Elia Zaitsev, CTO of CrowdStrike, about what's driving these attacks. "The browser has become a prime target because modern adversaries don't break in, they log in," he said.
He added that as work, communication, and AI usage move into the browser, attackers increasingly operate inside trusted sessions, abusing valid identities, tokens, and access. Traditional security controls were never designed to stop this kind of activity because they assume "trust-once" access is granted and lack visibility into what happens inside live browser sessions.
"For a long time, the browser was treated as a window, not an execution layer," Zaitsev said. "It was designed for searches and static web access, not for running core business applications or autonomous AI workflows. That's changed dramatically. Today, SaaS applications, cloud identities, AI tools, and agentic workflows all run through the browser, making it the first line of enterprise execution and defense."
Browser isolation from Menlo Security, Cloudflare, and Symantec addresses rendering threats by executing web content in remote containers. But thousands of extensions now run locally with privileged access, GenAI tools create new exfiltration paths, and session-based attacks hijack authenticated tokens. Isolation protects users before authentication — not after attackers inherit valid sessions, tokens, and extension privileges.
CrowdStrike acquired Seraphic Security and SGNL for a combined $1.16 billion in January 2026, signaling how seriously vendors are betting on the browser layer. Palo Alto Networks bought Talon in 2023.
Two camps are emerging. Island wants enterprises to replace Chrome and Edge entirely with a purpose-built browser, and has reached a $4.8 billion valuation (March, 2025). Menlo Security bets most enterprises won't switch browsers, so it layers protection on top of whatever employees already use.
The tradeoff is real. Replacement browsers offer deeper control but require adoption. Security layers preserve user choice but see less. Both are winning deals.
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AkhenOsiris
$UBER $DASH $COST
Doctor of Credit:
Rumors/sources are that Costco has stopped selling Uber and DoorDash gift cards. The gift cards are no longer listed on https://t.co/ndTtC1SQJc and appear to be unavailable in Costco stores as well.
Canadian Costco locations and the Canadian website lost these gift cards several weeks ago, and they have now disappeared from the U.S. site as well, and apparently from stores as well. I had heard rumors several weeks ago that Costco’s contract with Uber and DoorDash has ended.
This all matters because Costco and https://t.co/ndTtC1SQJc were a reliable, steady source of Uber and DoorDash gift cards at a 20% discount. Similar deals appear seasonally, but having a consistent year-round source was valuable.
I’m still calling this a rumor since we don’t have any official confirmation, and it’s possible it will be restocked. But my guess is the partnership has ended, and we likely won’t see Costco carrying Uber or DoorDash for the near future.
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$UBER $DASH $COST
Doctor of Credit:
Rumors/sources are that Costco has stopped selling Uber and DoorDash gift cards. The gift cards are no longer listed on https://t.co/ndTtC1SQJc and appear to be unavailable in Costco stores as well.
Canadian Costco locations and the Canadian website lost these gift cards several weeks ago, and they have now disappeared from the U.S. site as well, and apparently from stores as well. I had heard rumors several weeks ago that Costco’s contract with Uber and DoorDash has ended.
This all matters because Costco and https://t.co/ndTtC1SQJc were a reliable, steady source of Uber and DoorDash gift cards at a 20% discount. Similar deals appear seasonally, but having a consistent year-round source was valuable.
I’m still calling this a rumor since we don’t have any official confirmation, and it’s possible it will be restocked. But my guess is the partnership has ended, and we likely won’t see Costco carrying Uber or DoorDash for the near future.
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