The Transcript
$INTC CEO on cimpute demand:

"Almost every CEO, they call me, Lip-Bu, can I have more? I'm your friend. I'm your customer, the most important customer, I want to have more of that. So I think somehow it's kind of encouraging for me to see that compute has become very important."
tweet

Fiscal.ai
Amazon is currently spending 94% of its operating cash flow on capital expenditures.

TTM Operating Cash Flow: $140B
TTM Capital Expenditures: $132B

$AMZN https://t.co/PFVfxncbqL
tweet

God of Prompt
RT @EXM7777: https://t.co/j3AA90tjxQ
tweet

Moon Dev
i havent seen anyone talk about claude code's newest release

and how it fundamentally changes the way we code

everyone is worried about openclaw, but claude is the real chef https://t.co/fAa81hBWf6
tweet

Fiscal.ai
"We have over 325 million paid subscriptions across consumer services, with strong adoption for Google One and YouTube Premium... In addition, we have sold more than 8 million paid seats of Gemini Enterprise, which we launched just four months ago."

$GOOG $GOOGL https://t.co/zEUrb0kmYD
tweet

Moon Dev
claude code is the only ai for coding

everything else is slowing you down

i understand it is expensive

so im going to pay for your claude code *PREMIUM* subscription

up to 74 people can join my claude code team

and get free claude code

ill make my first picks this friday

i'll be picking from the top earners: https://t.co/9HM8VHKtmN
tweet

Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 𝐂𝐡𝐫𝐢𝐬 𝐇𝐨𝐡𝐧 𝐨𝐧 𝐀𝐈, 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧, 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐫𝐞𝐚𝐥 𝐦𝐨𝐚𝐭𝐬 𝐦𝐚𝐲 𝐦𝐚𝐭𝐭𝐞𝐫 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐞𝐯𝐞𝐫:

“It’s going to increase disruption in ways we can’t even predict… but AI will increase productivity and lower the cost base of all companies.

And so if you have a company with these barriers to entry, it’s going to be worth more.”
___

𝐓𝐰𝐨 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐢𝐝𝐞𝐚𝐬 𝐞𝐦𝐛𝐞𝐝𝐝𝐞𝐝 𝐡𝐞𝐫𝐞:

𝟏. 𝐃𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐫𝐢𝐬𝐤 𝐢𝐬 𝐫𝐢𝐬𝐢𝐧𝐠

AI lowers barriers to doing things, which means competitive pressure increases across many industries. Business models built on labor-intensive, easily replicable work are especially vulnerable.

𝟐. 𝐌𝐨𝐚𝐭𝐬 + 𝐀𝐈 𝐜𝐚𝐧 𝐛𝐞 𝐚 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐜𝐨𝐦𝐛𝐨

If a company already has durable barriers to entry, AI becomes a margin and productivity lever rather than an existential threat.
___

A particularly 𝘢𝘵𝘵𝘳𝘢𝘤𝘵𝘪𝘷𝘦 𝘩𝘶𝘯𝘵𝘪𝘯𝘨 𝘨𝘳𝘰𝘶𝘯𝘥:

𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙬𝙞𝙩𝙝 𝙢𝙪𝙡𝙩𝙞𝙥𝙡𝙚 𝙗𝙖𝙧𝙧𝙞𝙚𝙧𝙨 𝙩𝙤 𝙚𝙣𝙩𝙧𝙮 𝙖𝙣𝙙 𝙡𝙖𝙧𝙜𝙚 𝙝𝙪𝙢𝙖𝙣-𝙘𝙖𝙥𝙞𝙩𝙖𝙡 𝙘𝙤𝙨𝙩 𝙗𝙖𝙨𝙚𝙨.

𝘼𝙄 𝙘𝙖𝙣 𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙖𝙡𝙡𝙮 𝙡𝙤𝙬𝙚𝙧 𝙩𝙝𝙚𝙞𝙧 𝙘𝙤𝙨𝙩 𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙚 𝙬𝙝𝙞𝙡𝙚 𝙩𝙝𝙚 𝙢𝙤𝙖𝙩 𝙥𝙧𝙤𝙩𝙚𝙘𝙩𝙨 𝙥𝙧𝙞𝙘𝙞𝙣𝙜 𝙥𝙤𝙬𝙚𝙧.
___

Video: In Good Company | Norges Bank Investment Management (05/14/2025)
tweet

Brady Long
Only AI ad I've seen that actually makes me afraid of their product.

But honestly this is cool - An AI App Store is a good idea.

2026 AI Remastered
On February 24, 2026
AITOPIA will introduce AI App Store and a new AI economy: AIconomy
And you’ll see why 2026 won’t be like “2026.”

~84% of our AI App Store is created by AI
~100% of this video is created by AITOPIA SuperAgent

❤️🍎 🏈 https://t.co/yzfKL064Jr - AITOPIA
tweet

Brady Long
RT @bigaiguy: My favorite part of this is when the robots look more afraid of their own creation than the humans

2026 AI Remastered
On February 24, 2026
AITOPIA will introduce AI App Store and a new AI economy: AIconomy
And you’ll see why 2026 won’t be like “2026.”

~84% of our AI App Store is created by AI
~100% of this video is created by AITOPIA SuperAgent

❤️🍎 🏈 https://t.co/yzfKL064Jr - AITOPIA
tweet

The Transcript
$UBER CFO @_balaji_km: Uber's profit engine lies in smaller U.S. markets, not top cities

"this is a very, very common misconception. We've heard many times that Uber's profit pools are concentrated in the top cities, and it could not be further from the truth." https://t.co/KvEaIn4beM
tweet

Dimitry Nakhla | Babylon Capital®
RT @TheShortBear: AI to commoditize work and focus capital to infrastructure?

AI might end up doing something few expected: commoditizing asset-light businesses, the very segment that has crushed capital-intensive industries over the past decade.

Software and service companies outperformed because they scaled with near-zero marginal cost, strong pricing power, and minimal capital requirements.

But AI is changing the equation fast.

Barriers to entry are collapsing:

• Software is cheaper and faster to build
• Content, analytics, and customer service are being automated
• Capabilities that once differentiated companies are becoming widely available

If everyone can build similar products and automate the same workflows, moats weaken and margins compress. What used to be unique becomes standard. Returns drift toward commodity levels.

Ironically, this could shift value back toward what software once disrupted: capital, proprietary data, infrastructure, energy, and distribution advantages, rather than pure software layers.

The key question now:

Does AI entrench today’s winners through scale and data… or compress returns across asset-light businesses altogether?

The mega caps become valuable not only because of their AI but because of the infrastructure behind them needed to build and distribute them.

Recent real-world signals already point in that direction:

“Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive, high-volume back-office work.”

“KPMG threatened to take its business elsewhere if Grant Thornton, its own auditor, did not lower prices to reflect AI cost reductions.”

“AI will replace 40% of work activities in 60% of all occupations within 10 years, particularly in white-collar roles like accounting, law, and banking back-office functions.”
— McKinsey Global Institute
tweet