The Transcript
RT @TheTranscript_: Alphabet CEO: AI is expanding query types and driving growth without cannibalizing search usage
"I think AI is expanding the type of queries people do with Google overall...and we haven't seen any evidence of cannibalization there."
$GOOG $GOOGL
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RT @TheTranscript_: Alphabet CEO: AI is expanding query types and driving growth without cannibalizing search usage
"I think AI is expanding the type of queries people do with Google overall...and we haven't seen any evidence of cannibalization there."
$GOOG $GOOGL
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The Transcript
RT @TheTranscript_: Alphabet CEO was asked what keeps them awake at night currently:
"I think specifically at this moment, maybe the top question is definitely around compute capacity, all the constraints. Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment, get our investments right for the long term, and do it all in a way that we are driving efficiencies and doing it in a world-class way"
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RT @TheTranscript_: Alphabet CEO was asked what keeps them awake at night currently:
"I think specifically at this moment, maybe the top question is definitely around compute capacity, all the constraints. Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment, get our investments right for the long term, and do it all in a way that we are driving efficiencies and doing it in a world-class way"
tweet
Offshore
Photo
God of Prompt
I reverse-engineered the actual prompting frameworks that top AI labs use internally.
Not the fluff you see on Twitter.
The real shit that turns vague inputs into precise, structured outputs.
Spent 3 weeks reading OpenAI's model cards, Anthropic's constitutional AI papers, and leaked internal prompt libraries.
Here's what actually moves the needle:
tweet
I reverse-engineered the actual prompting frameworks that top AI labs use internally.
Not the fluff you see on Twitter.
The real shit that turns vague inputs into precise, structured outputs.
Spent 3 weeks reading OpenAI's model cards, Anthropic's constitutional AI papers, and leaked internal prompt libraries.
Here's what actually moves the needle:
tweet
Offshore
Video
God of Prompt
RT @godofprompt: Made all of these before lunch.
Same day. Same tool. Zero editing skills.
You're about to see how ๐ https://t.co/HMMTCCducH
tweet
RT @godofprompt: Made all of these before lunch.
Same day. Same tool. Zero editing skills.
You're about to see how ๐ https://t.co/HMMTCCducH
tweet
God of Prompt
RT @godofprompt: You always must question AI in case it had wrong assumptions
You donโt want to spend 3 hours in a chat all based on wrong assumptions, trust me
tweet
RT @godofprompt: You always must question AI in case it had wrong assumptions
You donโt want to spend 3 hours in a chat all based on wrong assumptions, trust me
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: AI benchmarks are lying to you.
Models are scoring 95%+ on tests because the test questions were IN their training data.
Scale AI published proof in May 2024.
We have no idea how smart these models actually are.
Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
tweet
RT @godofprompt: AI benchmarks are lying to you.
Models are scoring 95%+ on tests because the test questions were IN their training data.
Scale AI published proof in May 2024.
We have no idea how smart these models actually are.
Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Dede does some of the most interesting research anywhere on Substack and FinTwit. Quality companies where few people are looking (the Philippines, Japan, etc).
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Dede does some of the most interesting research anywhere on Substack and FinTwit. Quality companies where few people are looking (the Philippines, Japan, etc).
Financial market data & services.
From my latest update on $FDS.
- A group averaging 30.2% EBIT margins and 28.2% FCF margins.
- In my opinion, 2 of the 10 highest quality companies in the world are on this list.
- The weaker (but good) quality of the bunch (Gartner, Factset & Wolters Kluwer) have seen the steepest valuation cuts.
- Long-term, either of them <15xtweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @convexititties: This dude gets a lot of hate on this platform, but the results speak for themself $orr https://t.co/Zy6ChOHuEs
tweet
RT @convexititties: This dude gets a lot of hate on this platform, but the results speak for themself $orr https://t.co/Zy6ChOHuEs
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @InvestInJapan: Scanning business cards at super speed using Gemini ๐
Havent really thought deeply but could it be scary for SanSan $4443.JP?
Cc @willschoebs
tweet
RT @InvestInJapan: Scanning business cards at super speed using Gemini ๐
Havent really thought deeply but could it be scary for SanSan $4443.JP?
Cc @willschoebs
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