Offshore
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DAIR.AI
RT @omarsar0: Another banger by the Anthropic Engineering team.
The mass-parallelized 16 Claude instances to build a full C compiler from scratch.
100,000 lines of Rust. Compiles the Linux kernel. No active human supervision.
The wildest part isn't even the compiler itself. It's that they built a system where agents autonomously pick up tasks, lock files to avoid conflicts, and git sync with each other like a remote dev team.
Looks inspired by Ralph Loop.
2 billion input tokens, 140 million output tokens, 2 weeks, and $20k in total cost.
If you're still writing code one file at a time in a single session, you are massively underestimating where this is headed.
Agent swarms that coordinate on real codebases aren't a thing of the future anymore. They're a right now thing.
2026 is shaping up to be the year of agent harnesses. And the cool part is that you can go and build your agent team with Claude Code now.
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RT @omarsar0: Another banger by the Anthropic Engineering team.
The mass-parallelized 16 Claude instances to build a full C compiler from scratch.
100,000 lines of Rust. Compiles the Linux kernel. No active human supervision.
The wildest part isn't even the compiler itself. It's that they built a system where agents autonomously pick up tasks, lock files to avoid conflicts, and git sync with each other like a remote dev team.
Looks inspired by Ralph Loop.
2 billion input tokens, 140 million output tokens, 2 weeks, and $20k in total cost.
If you're still writing code one file at a time in a single session, you are massively underestimating where this is headed.
Agent swarms that coordinate on real codebases aren't a thing of the future anymore. They're a right now thing.
2026 is shaping up to be the year of agent harnesses. And the cool part is that you can go and build your agent team with Claude Code now.
tweet
Offshore
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Bourbon Capital
Howard Marks: What was the most important event in the financial and investment world in the last 50 years?
Howard Marks: Most people would say Lehman Brothers, 2008, tech bubble..Black Monday.. but i believe that it was the decline in interest rates
declining interest rates are extremely beneficial for assets ownership....
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Howard Marks: What was the most important event in the financial and investment world in the last 50 years?
Howard Marks: Most people would say Lehman Brothers, 2008, tech bubble..Black Monday.. but i believe that it was the decline in interest rates
declining interest rates are extremely beneficial for assets ownership....
Oaktree Capital Management (Howard Marks) 13F as Sep 2025 https://t.co/WPSyQWpsRV - Bourbon Insider Researchtweet
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Fiscal.ai
The Hyperscalers now have more than $1 trillion in total cloud commitments.
Google Cloud: $243B (+161%)
AWS: $244B (+38%)
Microsoft Azure: $631B (+108%)
$GOOGL $AMZN $MSFT https://t.co/QLEZkSFvE7
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The Hyperscalers now have more than $1 trillion in total cloud commitments.
Google Cloud: $243B (+161%)
AWS: $244B (+38%)
Microsoft Azure: $631B (+108%)
$GOOGL $AMZN $MSFT https://t.co/QLEZkSFvE7
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Offshore
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Javier Blas
RT @badralbusaidi: Very serious talks mediating between Iran and the US in Muscat today.
It was useful to clarify both Iranian and American thinking and identify areas for possible progress. We aim to reconvene in due course, with the results to be considered carefully in Tehran and Washington. https://t.co/OWctzf2CXA
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RT @badralbusaidi: Very serious talks mediating between Iran and the US in Muscat today.
It was useful to clarify both Iranian and American thinking and identify areas for possible progress. We aim to reconvene in due course, with the results to be considered carefully in Tehran and Washington. https://t.co/OWctzf2CXA
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Offshore
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Moon Dev
$54,000,000 BTC long just entered 6 minutes
liquidation point at $67,348
will he get smoked or make $100m? https://t.co/mLSOMd7ian
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$54,000,000 BTC long just entered 6 minutes
liquidation point at $67,348
will he get smoked or make $100m? https://t.co/mLSOMd7ian
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $AMZN trades at ~$2.17T market cap.
AWS + ADS generated ~$197.36B in LTM revenue — both segments with 30%+ operating margins.
$AMZN now trades ~11x AWS + ADS sales. https://t.co/VEVgQpOujF
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RT @DimitryNakhla: $AMZN trades at ~$2.17T market cap.
AWS + ADS generated ~$197.36B in LTM revenue — both segments with 30%+ operating margins.
$AMZN now trades ~11x AWS + ADS sales. https://t.co/VEVgQpOujF
Amazon $AMZN Q4 2025 Report 🗓️
✅ REV: $213.39B (+14% YoY)
❌ EPS: $1.95 (+5% YoY)
☁️ AWS $35.79B (+24% YoY)
💵 ADS $21.31B (+23% YoY)
☁️ AWS growth accelerated for the third consecutive quarter, fastest growth rate in last 13 quarters
💰 FY Operating Income +17% YoY https://t.co/pnjoLFZEYR - Dimitry Nakhla | Babylon Capital®tweet