Offshore
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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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Dimitry Nakhla | Babylon Capital®
I don’t think many investors truly appreciate how deep the moats at $SPGI and $MCO really are.
These aren’t just data businesses — they’re embedded gatekeepers in global capital markets, with network effects, regulatory reliance, & decades of trust that are hard to replicate.
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I don’t think many investors truly appreciate how deep the moats at $SPGI and $MCO really are.
These aren’t just data businesses — they’re embedded gatekeepers in global capital markets, with network effects, regulatory reliance, & decades of trust that are hard to replicate.
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Offshore
Video
Moon Dev
if you are using multiple claude codes
this is probably your biggest time suck
i know it was mine
fixed ✅ https://t.co/LqIJ9uGOWw
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if you are using multiple claude codes
this is probably your biggest time suck
i know it was mine
fixed ✅ https://t.co/LqIJ9uGOWw
tweet
Offshore
Photo
Fiscal.ai
The Trade Desk over the last 5 years:
Revenue +234%
Stock Price -68%
Price matters.
$TTD https://t.co/E3kRXekN55
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The Trade Desk over the last 5 years:
Revenue +234%
Stock Price -68%
Price matters.
$TTD https://t.co/E3kRXekN55
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Offshore
Photo
The Transcript
$LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures.
“A family group isn’t riveted to the quarterly results... we take the long-term view... we’ll cross the 50% threshold.” https://t.co/obOdqUB4dn
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$LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures.
“A family group isn’t riveted to the quarterly results... we take the long-term view... we’ll cross the 50% threshold.” https://t.co/obOdqUB4dn
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Offshore
Video
The Transcript
RT @TheTranscript_: $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow, AI is going to replace them. It is the most illogical thing in the world, and time will prove itself." https://t.co/oD7YzWrPWF
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RT @TheTranscript_: $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow, AI is going to replace them. It is the most illogical thing in the world, and time will prove itself." https://t.co/oD7YzWrPWF
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Offshore
Photo
God of Prompt
RT @godofprompt: Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
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RT @godofprompt: Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
sometimes when i'm feeling stressed out i make a list of actionable steps and imagine mike ehrmantrout saying "this is what you're going to do" https://t.co/MhLBqXyGKK tweet
Offshore
Video
God of Prompt
RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
tweet
RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
tweet