Offshore
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Brady Long
Non-technical CEO when CTO says “I think what we’re building is too complex for vibecoding. But I got it.” https://t.co/Td8rqAGjjn
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Non-technical CEO when CTO says “I think what we’re building is too complex for vibecoding. But I got it.” https://t.co/Td8rqAGjjn
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Offshore
Video
The Transcript
$MSFT CTO: AI shifts bottlenecks from code creation to review and judgment
“You can produce a lot of code… there’s nothing to say that it’s good code… review is a bottleneck..people need to really make sure that they're not getting confused between activity and progress."
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$MSFT CTO: AI shifts bottlenecks from code creation to review and judgment
“You can produce a lot of code… there’s nothing to say that it’s good code… review is a bottleneck..people need to really make sure that they're not getting confused between activity and progress."
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Offshore
Photo
The Few Bets That Matter
You only need a few great names to make a fortune, as long as you size up when you find them.
So why not focus on those only?
Current positions: $TMDX $ALAB $BABA $PATH $LULU 👇
https://t.co/hU7DJiWYJi
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You only need a few great names to make a fortune, as long as you size up when you find them.
So why not focus on those only?
Current positions: $TMDX $ALAB $BABA $PATH $LULU 👇
https://t.co/hU7DJiWYJi
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @Floebertus: Small & micro cap investing has changed my life! ✅
Before small & micro, I was a value investor, with very mixed results. Sometimes I did well, sometimes the market was ahead of me.
In the last 4.5 years, I have looked at small-caps that everyone hated but were showing signs of success and inflection.
I was the “smartest guy in the room” - because I was alone in the room. These are companies that never had a call with investors… Nobody cares, and institutions can’t own them…
Blessed to find the endless puzzle of small cap investing, that delivered me >660% return in the last 4 years - Not even a unique performance in small cap land
I will continue to learn and improve, and continue to use the small cap advantage in my favor!
Thank you for the inspiration 🙏
@PaulAndreola
@veritasvatillum
@majgeoinvesting
@JanSvenda
@nanocap100
@Iancassel
@SFarringtonBKC
@GPW_Spekulacje
@ Eski (left x?)
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RT @Floebertus: Small & micro cap investing has changed my life! ✅
Before small & micro, I was a value investor, with very mixed results. Sometimes I did well, sometimes the market was ahead of me.
In the last 4.5 years, I have looked at small-caps that everyone hated but were showing signs of success and inflection.
I was the “smartest guy in the room” - because I was alone in the room. These are companies that never had a call with investors… Nobody cares, and institutions can’t own them…
Blessed to find the endless puzzle of small cap investing, that delivered me >660% return in the last 4 years - Not even a unique performance in small cap land
I will continue to learn and improve, and continue to use the small cap advantage in my favor!
Thank you for the inspiration 🙏
@PaulAndreola
@veritasvatillum
@majgeoinvesting
@JanSvenda
@nanocap100
@Iancassel
@SFarringtonBKC
@GPW_Spekulacje
@ Eski (left x?)
tweet
Offshore
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God of Prompt
RT @godofprompt: I just tested GPT-5.2, Gemini 3 Pro, KIMI 2.5, and Opus 4.6 in the AI Olympics.
One model crushed physics simulations that should be impossible without external libraries.
Here's what happened (prompts + video demos included) ↓ https://t.co/DhkC6MDshC
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RT @godofprompt: I just tested GPT-5.2, Gemini 3 Pro, KIMI 2.5, and Opus 4.6 in the AI Olympics.
One model crushed physics simulations that should be impossible without external libraries.
Here's what happened (prompts + video demos included) ↓ https://t.co/DhkC6MDshC
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Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$TDG has entered in its own bear market, down -21% from its highs 🛩️
$TDG two core segments — Power & Control and Airframe — both generate >50% EBITDA margins, supported by highly engineered parts, sole-source positions, and a large installed base. https://t.co/WtWxPKOOk9
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$TDG has entered in its own bear market, down -21% from its highs 🛩️
$TDG two core segments — Power & Control and Airframe — both generate >50% EBITDA margins, supported by highly engineered parts, sole-source positions, and a large installed base. https://t.co/WtWxPKOOk9
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Offshore
Photo
Fiscal.ai
Netflix v. YouTube
Which platform will generate more revenue in 5 years?
LTM Netflix Streaming Revenue: $45B
LTM YouTube Ads Revenue: $40B (+ $20B in Subscriptions)
$NFLX $GOOGL https://t.co/LwSmGXcYwm
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Netflix v. YouTube
Which platform will generate more revenue in 5 years?
LTM Netflix Streaming Revenue: $45B
LTM YouTube Ads Revenue: $40B (+ $20B in Subscriptions)
$NFLX $GOOGL https://t.co/LwSmGXcYwm
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Offshore
Video
Startup Archive
Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
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Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
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