Offshore
Video
God of Prompt
Everyone's posting benchmarks right now.
But the scariest detail from today's drop isn't the scores.
GPT-5.3-Codex helped debug its own training, manage its own deployment, and diagnose its own test results.
OpenAI's words, not mine: "instrumental in creating itself."
Opus 4.6 agent teams are impressive. 1M context window is massive. The benchmark war is fun to watch.
But an AI model that accelerates its own development? That's not a feature update. That's a different category of thing entirely.
We just crossed from "AI that helps you code" to "AI that builds AI."
And nobody's stopping to think about what that means for the next 12 months.
tweet
Everyone's posting benchmarks right now.
But the scariest detail from today's drop isn't the scores.
GPT-5.3-Codex helped debug its own training, manage its own deployment, and diagnose its own test results.
OpenAI's words, not mine: "instrumental in creating itself."
Opus 4.6 agent teams are impressive. 1M context window is massive. The benchmark war is fun to watch.
But an AI model that accelerates its own development? That's not a feature update. That's a different category of thing entirely.
We just crossed from "AI that helps you code" to "AI that builds AI."
And nobody's stopping to think about what that means for the next 12 months.
Introducing Claude Opus 4.6. Our smartest model got an upgrade.
Opus 4.6 plans more carefully, sustains agentic tasks for longer, operates reliably in massive codebases, and catches its own mistakes.
It’s also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x tweet
Offshore
Video
God of Prompt
RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
tweet
RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
tweet
God of Prompt
RT @godofprompt: 🚨 BREAKING: OpenAI just dropped Frontier and it's basically AI employees that actually get stuff done.
Not chatbots. Not assistants.
Full AI coworkers that dig through your logs, docs, and code to solve problems end-to-end.
They went from 4 hours of hardware troubleshooting to just a few minutes.
tweet
RT @godofprompt: 🚨 BREAKING: OpenAI just dropped Frontier and it's basically AI employees that actually get stuff done.
Not chatbots. Not assistants.
Full AI coworkers that dig through your logs, docs, and code to solve problems end-to-end.
They went from 4 hours of hardware troubleshooting to just a few minutes.
Introducing OpenAI Frontier—a new platform that helps enterprises build, deploy, and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1 tweet
X (formerly Twitter)
OpenAI (@OpenAI) on X
Introducing OpenAI Frontier—a new platform that helps enterprises build, deploy, and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1
Offshore
Photo
Quiver Quantitative
The White House posted this an hour ago.
They just deleted it. https://t.co/sy7OZxMVma
tweet
The White House posted this an hour ago.
They just deleted it. https://t.co/sy7OZxMVma
tweet
Offshore
Video
God of Prompt
RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
tweet
RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
tweet
Offshore
Photo
God of Prompt
does anyone remember yahoo mail?
apparently it's targeting gen z now lmao https://t.co/p1FZ0TkaW3
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does anyone remember yahoo mail?
apparently it's targeting gen z now lmao https://t.co/p1FZ0TkaW3
tweet
Offshore
Photo
Clark Square Capital
$VRA Vera Bradley web traffic is accelerating. Looks like their new Spring campaign/refresh is working so far. https://t.co/QyKtLJdE8R
tweet
$VRA Vera Bradley web traffic is accelerating. Looks like their new Spring campaign/refresh is working so far. https://t.co/QyKtLJdE8R
Ok, hear me out – Vera Bradley $VRA revenue is up in October YoY with 8 fewer full-price stores. Here I will quickly summarize why I think it's worth at least 2x from here:
- Vera Bradley is an easy fix after terrible re-brand by Jackie Ardrey that alienated its loyal customer base and did not attract any new customers as product was lacking its DNA
- Jackie Ardrey is out and Ian Bickley is a new interim CEO (spent most of his career at Coach, sits on the BoD of Crocs)
- Ian Bickley did something very right – he went to TikTok and actually LISTENED to what loyal customers were saying. He brought back 100 handbag in new colors and sent the product to some VB ambassadors (VB queen emma liz, itsliddystyle and some others). As a result 3 out of 6 styles were sold out (were added since then and only Mistletoe Lattice is out of stock now)
- Collab with Anthropologie was also a success – Lattice Patchwork Mistletoe (TBH the only one that looks great) duffel bag and hathaway tote were sold out, duffel bag was added once but sold out again. Another style that is really trending is Star Patchwork – duffel, 100 bag, zip tote, hathaway tote. The point here is the product finally is right and it is with VB heritage
- Real estate sale leaseback – great work @ClarkSquareCap that found out that company is putting its industrial property in Roanoke, IN to the market for $29.5 mil ( $VRA market cap is $65 mil)
- Looks like company is in process of quickly liquidating its old inventory (around $100 mil as of last report) to have some working caital for the new products – outlet quality items are now in Costco, Marshalls and TJX
- Company has no debt
- Website traffic is also positive YoY tweet