Offshore
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Dimitry Nakhla | Babylon Capital®
At the start of 2025, “DeepSeek FUD” led to a significant sell-off in AI related names.
At the start of 2026, “Claude FUD” led to a significant sell-off in SaaS related names.
That said, SaaS companies with the 𝘸𝘦𝘢𝘬𝘦𝘴𝘵 𝘮𝘰𝘢𝘵𝘴 are most vulnerable to real disruption.
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At the start of 2025, “DeepSeek FUD” led to a significant sell-off in AI related names.
At the start of 2026, “Claude FUD” led to a significant sell-off in SaaS related names.
That said, SaaS companies with the 𝘸𝘦𝘢𝘬𝘦𝘴𝘵 𝘮𝘰𝘢𝘵𝘴 are most vulnerable to real disruption.
Y'all are clowns. Clowns.
The Anthropic legal plugin USES SOFTWARE. It doesn't replace it.
"In fact, the Cowork legal plugin uses Microsoft 365, Jira, Slack, and Box software to accomplish its tasks. No one at Anthropic has replicated any of these applications with ones coded by the company’s Claude Code agent." https://t.co/or7EeyGHFj tweet
Moon Dev
RT @wasss_im: @MoonDevOnYT @DumbMoneyTV This is literally what hedge funds pay teams of analysts to do
Except your bot doesn’t need sleep, coffee breaks, or a Bloomberg terminal
The alpha advantage is real
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RT @wasss_im: @MoonDevOnYT @DumbMoneyTV This is literally what hedge funds pay teams of analysts to do
Except your bot doesn’t need sleep, coffee breaks, or a Bloomberg terminal
The alpha advantage is real
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AkhenOsiris
He's awesome 😂
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He's awesome 😂
A lot of people are asking me: what do I do with stocks dropping so fast?
My answer is, take my course. tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @Birdyword: Just throwing the Penn World Tables to Claude and giving it a smidgen of context about my interests and desires and getting this back. It's never felt so good to be a wordcel https://t.co/BMWQ09GBOW
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RT @Birdyword: Just throwing the Penn World Tables to Claude and giving it a smidgen of context about my interests and desires and getting this back. It's never felt so good to be a wordcel https://t.co/BMWQ09GBOW
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God of Prompt
RT @godofprompt: This guy literally dropped a complete Lovable masterclass to build apps 10x faster!
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RT @godofprompt: This guy literally dropped a complete Lovable masterclass to build apps 10x faster!
https://t.co/LBbzRLa01n tweet
X (formerly Twitter)
damien (@damienghader) on X
The Complete Guide: Lovable 101
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @SJosephBurns: “Never, ever, tell anyone about your problems. 90% of the people really don't care. The other 10% are glad you have them.”
—Charlie Munger https://t.co/hgy3aMlXxJ
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RT @SJosephBurns: “Never, ever, tell anyone about your problems. 90% of the people really don't care. The other 10% are glad you have them.”
—Charlie Munger https://t.co/hgy3aMlXxJ
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Offshore
Video
Brady Long
RT @thisguyknowsai: Forget random generations bro.
Kling 3.0 on @dzine_ai brings actual control to your video workflow.
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RT @thisguyknowsai: Forget random generations bro.
Kling 3.0 on @dzine_ai brings actual control to your video workflow.
Kling 3.0 is LIVE on Dzine! 🔥 Early Access now
🎁 Limited time Deal: Get 50% OFF the Master Plan (with UNLIMITED 4K Nano Banana Pro).
Use code: DZKLING3
⏳ Next 12 HOURS: RT + Comment to win a 3-month Master Membership ($180 value)!
Create without limits. 👇 tweet
Offshore
Video
Lumida Wealth Management
ANTHROPIC ATTACKED CHATGPT'S FUTURE ADS IN SUPER BOWL SPOT.
Anthropic spent millions on Super Bowl ads showing ChatGPT stuffing ads into conversations.
Sam Altman fired back fast.
"We are not stupid. We respect our users. If we did what those ads show, people would rightfully stop using the product."
OpenAI won't put ads in the LLM stream. Altman called it "crazy dystopic, bad sci-fi movie stuff."
Then Jordi Hays asked Claude to define "playing dirty."
Claude answered: misleading others about intentions, hiding information, creating false impressions.
"I thought it was a little dirty," Altman said. "Well played"
The twist? Anthropic's own policy says "we may later revise this decision" about ads. They left themselves an out.
Altman admitted the ads nailed ChatGPT's annoying personality. "That part was funny. We'll fix that soon."
But using deceptive ads to criticize potential future deceptive ads?
That didn't sit right.
@sama @tbpn @johncoogan @jordihays
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ANTHROPIC ATTACKED CHATGPT'S FUTURE ADS IN SUPER BOWL SPOT.
Anthropic spent millions on Super Bowl ads showing ChatGPT stuffing ads into conversations.
Sam Altman fired back fast.
"We are not stupid. We respect our users. If we did what those ads show, people would rightfully stop using the product."
OpenAI won't put ads in the LLM stream. Altman called it "crazy dystopic, bad sci-fi movie stuff."
Then Jordi Hays asked Claude to define "playing dirty."
Claude answered: misleading others about intentions, hiding information, creating false impressions.
"I thought it was a little dirty," Altman said. "Well played"
The twist? Anthropic's own policy says "we may later revise this decision" about ads. They left themselves an out.
Altman admitted the ads nailed ChatGPT's annoying personality. "That part was funny. We'll fix that soon."
But using deceptive ads to criticize potential future deceptive ads?
That didn't sit right.
@sama @tbpn @johncoogan @jordihays
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Offshore
Video
Brady Long
RT @thisguyknowsai: Kling 3.0 made us all directors. What a time to be alive.
Photoreal Multi-Shots now run 15s with insane realism.
peak video model performance.
#Kling3 #KlingAI https://t.co/bmlZnD7QEd
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RT @thisguyknowsai: Kling 3.0 made us all directors. What a time to be alive.
Photoreal Multi-Shots now run 15s with insane realism.
peak video model performance.
#Kling3 #KlingAI https://t.co/bmlZnD7QEd
This is 100% AI generated. And I couldnt tell anymore. Holy moly. https://t.co/v9OVfRSqwe tweet
Offshore
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God of Prompt
How to prompt Claude Opus 4.6 to get shockingly good outputs while cutting your API costs by 60%: https://t.co/3ddCvGqFZe
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How to prompt Claude Opus 4.6 to get shockingly good outputs while cutting your API costs by 60%: https://t.co/3ddCvGqFZe
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