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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
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Offshore
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Clark Square Capital
$VRA Vera Bradley web traffic is accelerating. Looks like their new Spring campaign/refresh is working so far. https://t.co/QyKtLJdE8R
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$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
Offshore
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Dimitry Nakhla | Babylon Capital®
$MSFT has compounded at 20% CAGR since July 2018 — with essentially no multiple expansion.
Today, $MSFT trades ~22x forward earnings. With the stock now re-rated lower, multiple compression is far less likely to be a headwind to future returns from here. https://t.co/6Jemh2JlGc
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$MSFT has compounded at 20% CAGR since July 2018 — with essentially no multiple expansion.
Today, $MSFT trades ~22x forward earnings. With the stock now re-rated lower, multiple compression is far less likely to be a headwind to future returns from here. https://t.co/6Jemh2JlGc
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Dimitry Nakhla | Babylon Capital®
RT @aakashgupta: Sam just told every SaaS CEO their per-seat pricing model has an expiration date.
Read what Frontier actually does. It connects to your CRM, your data warehouse, your ticketing tools, your internal apps, then lets AI agents execute workflows across all of them. Salesforce charges per seat. Workday charges per seat. ServiceNow charges per seat. If an AI agent can run a sales workflow without a human ever logging into Salesforce, the entire economic logic of "per-seat licensing" collapses.
Salesforce knows this. They've been sprinting to build Agentforce and hit $1.4B in ARR across their agentic products, processing 3.2 trillion tokens, signing 18,500 deals. They're trying to be the agent platform before someone else makes them the agent's tool.
Now OpenAI is saying: we'll be the layer that sits above all of your enterprise software. We'll give agents identity, permissions, and access to every system. And we'll let third-party agents from Google, Anthropic, and anyone else run on it too.
That last part is the move. By going model-agnostic and vendor-agnostic on agents, OpenAI is positioning Frontier as the operating system of the enterprise. The SaaS vendors become the apps.
Fidji Simo said it herself. When she was CEO of Instacart, her team spent months integrating each AI tool, and they still ended up with silos. Every enterprise CTO has lived this exact pain.
The companies signing up tell the story. Intuit, Uber, State Farm, Thermo Fisher. These aren't AI experiments. These are Fortune 500 operations teams saying "we need one platform to manage all our agents."
OpenAI lost $5B+ last year. This is how they plan to make it back. Consumption-based enterprise contracts where agents run on your infrastructure, processing your data, 24/7. The revenue per customer isn't a seat license. It's metered compute on mission-critical workflows.
If Frontier works, every SaaS company becomes a feature inside OpenAI's platform. If it doesn't, OpenAI just handed Salesforce and Anthropic the playbook for what enterprises actually want.
Either way, "per-seat" is dying. The only question is who collects the compute bill.
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RT @aakashgupta: Sam just told every SaaS CEO their per-seat pricing model has an expiration date.
Read what Frontier actually does. It connects to your CRM, your data warehouse, your ticketing tools, your internal apps, then lets AI agents execute workflows across all of them. Salesforce charges per seat. Workday charges per seat. ServiceNow charges per seat. If an AI agent can run a sales workflow without a human ever logging into Salesforce, the entire economic logic of "per-seat licensing" collapses.
Salesforce knows this. They've been sprinting to build Agentforce and hit $1.4B in ARR across their agentic products, processing 3.2 trillion tokens, signing 18,500 deals. They're trying to be the agent platform before someone else makes them the agent's tool.
Now OpenAI is saying: we'll be the layer that sits above all of your enterprise software. We'll give agents identity, permissions, and access to every system. And we'll let third-party agents from Google, Anthropic, and anyone else run on it too.
That last part is the move. By going model-agnostic and vendor-agnostic on agents, OpenAI is positioning Frontier as the operating system of the enterprise. The SaaS vendors become the apps.
Fidji Simo said it herself. When she was CEO of Instacart, her team spent months integrating each AI tool, and they still ended up with silos. Every enterprise CTO has lived this exact pain.
The companies signing up tell the story. Intuit, Uber, State Farm, Thermo Fisher. These aren't AI experiments. These are Fortune 500 operations teams saying "we need one platform to manage all our agents."
OpenAI lost $5B+ last year. This is how they plan to make it back. Consumption-based enterprise contracts where agents run on your infrastructure, processing your data, 24/7. The revenue per customer isn't a seat license. It's metered compute on mission-critical workflows.
If Frontier works, every SaaS company becomes a feature inside OpenAI's platform. If it doesn't, OpenAI just handed Salesforce and Anthropic the playbook for what enterprises actually want.
Either way, "per-seat" is dying. The only question is who collects the compute bill.
The companies that succeed in the future are going to make very heavy use of AI. People will manage teams of agents to do very complex things.
Today we are launching Frontier, a new platform to enable these companies. tweet
X (formerly Twitter)
Sam Altman (@sama) on X
The companies that succeed in the future are going to make very heavy use of AI. People will manage teams of agents to do very complex things.
Today we are launching Frontier, a new platform to enable these companies.
Today we are launching Frontier, a new platform to enable these companies.
Offshore
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God of Prompt
safest way to play with openclaw for non-techies!
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safest way to play with openclaw for non-techies!
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
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The Few Bets That Matter
Fully out of $NBIS.
I am not one to fall in love with my stocks. But this one sale has a particular and pretty salty flavor.
If $GOOG wasn't rewarded for its CapEx and compute returns, I do not see why $IREN or $NBIS would. When leaders fall, second-handed assets rarely rise.
I hope we get that bounce and I hope you holders will get what you're looking for.
I'll continue to closely follow the company. But for now, my thesis is that the market won't reward tech anymore and that returns lie elsewhere.
I'll be back when that changes. And it will.
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Fully out of $NBIS.
I am not one to fall in love with my stocks. But this one sale has a particular and pretty salty flavor.
If $GOOG wasn't rewarded for its CapEx and compute returns, I do not see why $IREN or $NBIS would. When leaders fall, second-handed assets rarely rise.
I hope we get that bounce and I hope you holders will get what you're looking for.
I'll continue to closely follow the company. But for now, my thesis is that the market won't reward tech anymore and that returns lie elsewhere.
I'll be back when that changes. And it will.
$GOOG delivers killer earnings and deserves a lower premium for it.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy08KM
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEi8Jz
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSpwmR tweet
AkhenOsiris
$APP
Wedbush analyst Michael Pachter lowered the firm’s on AppLovin to $465 from $800 and keeps an Outperform rating on the shares. The firm says the adjustment adjustment reflects a reset of valuation to account for softer industry sentiment and potential headwinds and a slight premium to AppLovin’s two-year average. Wedbush believes AppLovin can retain its substantial moat in mobile gaming advertising and that current expansions into e-commerce and ultimately CTV should insulate it from long-term competitive pressure. That said, recent e-commerce data from competitors, along with regulatory headwinds, have led the firm to re-rate the multiple it applies to the stock.
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$APP
Wedbush analyst Michael Pachter lowered the firm’s on AppLovin to $465 from $800 and keeps an Outperform rating on the shares. The firm says the adjustment adjustment reflects a reset of valuation to account for softer industry sentiment and potential headwinds and a slight premium to AppLovin’s two-year average. Wedbush believes AppLovin can retain its substantial moat in mobile gaming advertising and that current expansions into e-commerce and ultimately CTV should insulate it from long-term competitive pressure. That said, recent e-commerce data from competitors, along with regulatory headwinds, have led the firm to re-rate the multiple it applies to the stock.
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AkhenOsiris
$SNOW
“Coding agents tend to break down when they’re introduced to complex enterprise constraints like regulated data, fine-grained access controls, and audit requirements,” Sridhar Ramaswamy, CEO of Snowflake, tells Fast Company.
He says most coding agents are built for speed and independence in open environments, not for reliability inside tightly governed systems. As a result, they often assume they can access anything, break down when controls are strict, and cannot clearly explain why they ran a certain query or touched a specific dataset.
Ramaswamy says the core issue in enterprise AI is writing functional code in a way that is secure, transparent, and compliant from the start. He argues that companies need to put trust, accuracy, and accountability ahead of unchecked automation, and that most coding agents today sit outside existing data governance systems instead of being built into them.
Snowflake’s answer is Cortex Code, a data-native AI coding agent designed to work directly inside governed enterprise data, not as a layer sitting on top of it.
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$SNOW
“Coding agents tend to break down when they’re introduced to complex enterprise constraints like regulated data, fine-grained access controls, and audit requirements,” Sridhar Ramaswamy, CEO of Snowflake, tells Fast Company.
He says most coding agents are built for speed and independence in open environments, not for reliability inside tightly governed systems. As a result, they often assume they can access anything, break down when controls are strict, and cannot clearly explain why they ran a certain query or touched a specific dataset.
Ramaswamy says the core issue in enterprise AI is writing functional code in a way that is secure, transparent, and compliant from the start. He argues that companies need to put trust, accuracy, and accountability ahead of unchecked automation, and that most coding agents today sit outside existing data governance systems instead of being built into them.
Snowflake’s answer is Cortex Code, a data-native AI coding agent designed to work directly inside governed enterprise data, not as a layer sitting on top of it.
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