Offshore
Video
God of Prompt
RT @godofprompt: This guy literally dropped a 25-min masterclass on Lovable from idea to MVP!
https://t.co/wOq5SaNAX7
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RT @godofprompt: This guy literally dropped a 25-min masterclass on Lovable from idea to MVP!
https://t.co/wOq5SaNAX7
tweet
God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas kiโฆ
tweet
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas kiโฆ
tweet
Offshore
Photo
Fiscal.ai
"This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building... This is a one of one company. That's not speculation, it's a fact."
- Bill McDermott, CEO ServiceNow
$NOW https://t.co/aNlvXxZNTU
tweet
"This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building... This is a one of one company. That's not speculation, it's a fact."
- Bill McDermott, CEO ServiceNow
$NOW https://t.co/aNlvXxZNTU
tweet
God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king
follow them all and learn.
tweet
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king
follow them all and learn.
tweet
God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king
follow them all and learn.
tweet
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king
follow them all and learn.
tweet
God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king
follow them all and learn.
tweet
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king
follow them all and learn.
tweet
Offshore
Photo
Moon Dev
not only do i drop alpha on private zooms
i show the real robustness tests
im chasing you Jim https://t.co/15eDHiezck
tweet
not only do i drop alpha on private zooms
i show the real robustness tests
im chasing you Jim https://t.co/15eDHiezck
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: $FICO incremental operating margins since Q1 2024 (QoQ)๐ฆ
Q4 2023 โ Q1 2024: 187%
Q1 2024 โ Q2 2024: 84%
Q2 2024 โ Q3 2024: -33%
Q3 2024 โ Q4 2024: 116%
Q4 2024 โ Q1 2025: 128%
Q1 2025 โ Q2 2025: 113%
Q2 2025 โ Q3 2025: 45%
Q3 2025 โ Q4 2025: 123%
Q4 2025 โ Q1 2026: 82% https://t.co/Q8Q7x7rRcy
tweet
RT @DimitryNakhla: $FICO incremental operating margins since Q1 2024 (QoQ)๐ฆ
Q4 2023 โ Q1 2024: 187%
Q1 2024 โ Q2 2024: 84%
Q2 2024 โ Q3 2024: -33%
Q3 2024 โ Q4 2024: 116%
Q4 2024 โ Q1 2025: 128%
Q1 2025 โ Q2 2025: 113%
Q2 2025 โ Q3 2025: 45%
Q3 2025 โ Q4 2025: 123%
Q4 2025 โ Q1 2026: 82% https://t.co/Q8Q7x7rRcy
Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a companyโs moat & pricing power๐ธ
Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.
Hereโs how to calculate it:
Pick two periods (Year 1 โ Year 2)
Year 1 Revenue: $10B
Year 2 Revenue: $12B
ฮ ๐๐ก๐๐ง๐ ๐: $๐๐
Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
ฮ ๐๐ก๐๐ง๐ ๐: $๐๐
๐๐ง๐๐ซ๐๐ฆ๐๐ง๐ญ๐๐ฅ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐๐ซ๐ ๐ข๐ง = ฮ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ง๐๐จ๐ฆ๐ / ฮ ๐๐๐ฏ๐๐ง๐ฎ๐
So: $1B / $2B = 50%
๐๐ฆ๐ข๐ฏ๐ช๐ฏ๐จ: 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 โ the traits that allow a great business to compound faster as it scales. Itโs one of the cleanest ways to see whether a companyโs moat is strengthening & efficiently scaling.
Iโve included 4 high-quality stocks with their incremental operating margins since 2021 for further example ๐๐ฝ
$FICO $MSFT $MA $NFLX - Dimitry Nakhla | Babylon Capitalยฎtweet
God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king
follow them all and learn.
tweet
RT @alex_prompter: the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king
follow them all and learn.
tweet