Offshore
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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
"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
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Offshore
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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
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
Offshore
Video
Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: ๐๐ก๐ซ๐ข๐ฌ ๐๐จ๐ก๐ง ๐จ๐ง ๐๐, ๐๐ข๐ฌ๐ซ๐ฎ๐ฉ๐ญ๐ข๐จ๐ง, ๐๐ง๐ ๐ฐ๐ก๐ฒ ๐ซ๐๐๐ฅ ๐ฆ๐จ๐๐ญ๐ฌ ๐ฆ๐๐ฒ ๐ฆ๐๐ญ๐ญ๐๐ซ ๐ฆ๐จ๐ซ๐ ๐ญ๐ก๐๐ง ๐๐ฏ๐๐ซ:
โItโs going to increase disruption in ways we canโt even predictโฆ 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, itโs going to be worth more.โ
___
๐๐ฐ๐จ ๐ข๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐ญ ๐ข๐๐๐๐ฌ ๐๐ฆ๐๐๐๐๐๐ ๐ก๐๐ซ๐:
๐. ๐๐ข๐ฌ๐ซ๐ฎ๐ฉ๐ญ๐ข๐จ๐ง ๐ซ๐ข๐ฌ๐ค ๐ข๐ฌ ๐ซ๐ข๐ฌ๐ข๐ง๐
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.
๐. ๐๐จ๐๐ญ๐ฌ + ๐๐ ๐๐๐ง ๐๐ ๐ ๐ฉ๐จ๐ฐ๐๐ซ๐๐ฎ๐ฅ ๐๐จ๐ฆ๐๐จ
If a company already has durable barriers to entry, AI becomes a margin and productivity lever rather than an existential threat.
___
A particularly ๐ข๐ต๐ต๐ณ๐ข๐ค๐ต๐ช๐ท๐ฆ ๐ฉ๐ถ๐ฏ๐ต๐ช๐ฏ๐จ ๐จ๐ณ๐ฐ๐ถ๐ฏ๐ฅ:
๐ฝ๐ช๐จ๐๐ฃ๐๐จ๐จ๐๐จ ๐ฌ๐๐ฉ๐ ๐ข๐ช๐ก๐ฉ๐๐ฅ๐ก๐ ๐๐๐ง๐ง๐๐๐ง๐จ ๐ฉ๐ค ๐๐ฃ๐ฉ๐ง๐ฎ ๐๐ฃ๐ ๐ก๐๐ง๐๐ ๐๐ช๐ข๐๐ฃ-๐๐๐ฅ๐๐ฉ๐๐ก ๐๐ค๐จ๐ฉ ๐๐๐จ๐๐จ.
๐ผ๐ ๐๐๐ฃ ๐จ๐ฉ๐ง๐ช๐๐ฉ๐ช๐ง๐๐ก๐ก๐ฎ ๐ก๐ค๐ฌ๐๐ง ๐ฉ๐๐๐๐ง ๐๐ค๐จ๐ฉ ๐จ๐ฉ๐ง๐ช๐๐ฉ๐ช๐ง๐ ๐ฌ๐๐๐ก๐ ๐ฉ๐๐ ๐ข๐ค๐๐ฉ ๐ฅ๐ง๐ค๐ฉ๐๐๐ฉ๐จ ๐ฅ๐ง๐๐๐๐ฃ๐ ๐ฅ๐ค๐ฌ๐๐ง.
___
Video: In Good Company | Norges Bank Investment Management (05/14/2025)
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RT @DimitryNakhla: ๐๐ก๐ซ๐ข๐ฌ ๐๐จ๐ก๐ง ๐จ๐ง ๐๐, ๐๐ข๐ฌ๐ซ๐ฎ๐ฉ๐ญ๐ข๐จ๐ง, ๐๐ง๐ ๐ฐ๐ก๐ฒ ๐ซ๐๐๐ฅ ๐ฆ๐จ๐๐ญ๐ฌ ๐ฆ๐๐ฒ ๐ฆ๐๐ญ๐ญ๐๐ซ ๐ฆ๐จ๐ซ๐ ๐ญ๐ก๐๐ง ๐๐ฏ๐๐ซ:
โItโs going to increase disruption in ways we canโt even predictโฆ 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, itโs going to be worth more.โ
___
๐๐ฐ๐จ ๐ข๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐ญ ๐ข๐๐๐๐ฌ ๐๐ฆ๐๐๐๐๐๐ ๐ก๐๐ซ๐:
๐. ๐๐ข๐ฌ๐ซ๐ฎ๐ฉ๐ญ๐ข๐จ๐ง ๐ซ๐ข๐ฌ๐ค ๐ข๐ฌ ๐ซ๐ข๐ฌ๐ข๐ง๐
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.
๐. ๐๐จ๐๐ญ๐ฌ + ๐๐ ๐๐๐ง ๐๐ ๐ ๐ฉ๐จ๐ฐ๐๐ซ๐๐ฎ๐ฅ ๐๐จ๐ฆ๐๐จ
If a company already has durable barriers to entry, AI becomes a margin and productivity lever rather than an existential threat.
___
A particularly ๐ข๐ต๐ต๐ณ๐ข๐ค๐ต๐ช๐ท๐ฆ ๐ฉ๐ถ๐ฏ๐ต๐ช๐ฏ๐จ ๐จ๐ณ๐ฐ๐ถ๐ฏ๐ฅ:
๐ฝ๐ช๐จ๐๐ฃ๐๐จ๐จ๐๐จ ๐ฌ๐๐ฉ๐ ๐ข๐ช๐ก๐ฉ๐๐ฅ๐ก๐ ๐๐๐ง๐ง๐๐๐ง๐จ ๐ฉ๐ค ๐๐ฃ๐ฉ๐ง๐ฎ ๐๐ฃ๐ ๐ก๐๐ง๐๐ ๐๐ช๐ข๐๐ฃ-๐๐๐ฅ๐๐ฉ๐๐ก ๐๐ค๐จ๐ฉ ๐๐๐จ๐๐จ.
๐ผ๐ ๐๐๐ฃ ๐จ๐ฉ๐ง๐ช๐๐ฉ๐ช๐ง๐๐ก๐ก๐ฎ ๐ก๐ค๐ฌ๐๐ง ๐ฉ๐๐๐๐ง ๐๐ค๐จ๐ฉ ๐จ๐ฉ๐ง๐ช๐๐ฉ๐ช๐ง๐ ๐ฌ๐๐๐ก๐ ๐ฉ๐๐ ๐ข๐ค๐๐ฉ ๐ฅ๐ง๐ค๐ฉ๐๐๐ฉ๐จ ๐ฅ๐ง๐๐๐๐ฃ๐ ๐ฅ๐ค๐ฌ๐๐ง.
___
Video: In Good Company | Norges Bank Investment Management (05/14/2025)
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Offshore
Video
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.
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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 youโll see why 2026 wonโt be like โ2026.โ
~84% of our AI App Store is created by AI
~100% of this video is created by AITOPIA SuperAgent
โค๏ธ๐ ๐ https://t.co/yzfKL064Jr - AITOPIAtweet
Offshore
Video
Brady Long
RT @bigaiguy: My favorite part of this is when the robots look more afraid of their own creation than the humans
tweet
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 youโll see why 2026 wonโt be like โ2026.โ
~84% of our AI App Store is created by AI
~100% of this video is created by AITOPIA SuperAgent
โค๏ธ๐ ๐ https://t.co/yzfKL064Jr - AITOPIAtweet
Offshore
Photo
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
$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
Offshore
Photo
Dimitry Nakhla | Babylon Capitalยฎ
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:
โข Software is cheaper and faster to build
โข Content, analytics, and customer service are being automated
โข 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 todayโs winners through scale and dataโฆ 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:
โAnthropic engineers have spent six months at Goldman building autonomous systems for time-intensive, high-volume back-office work.โ
โKPMG threatened to take its business elsewhere if Grant Thornton, its own auditor, did not lower prices to reflect AI cost reductions.โ
โAI 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.โ
โ McKinsey Global Institute
tweet
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:
โข Software is cheaper and faster to build
โข Content, analytics, and customer service are being automated
โข 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 todayโs winners through scale and dataโฆ 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:
โAnthropic engineers have spent six months at Goldman building autonomous systems for time-intensive, high-volume back-office work.โ
โKPMG threatened to take its business elsewhere if Grant Thornton, its own auditor, did not lower prices to reflect AI cost reductions.โ
โAI 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.โ
โ McKinsey Global Institute
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Offshore
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God of Prompt
I've explored ChatGPT Multimodal Update: Vision, Voice & More in 2025.
It's transforming AI interactions for better use.
โข Integrate visual inputs
โข Utilize voice commands
โข Explore new features
๐ Click below to read more:
https://t.co/jO1HL31Uv4 https://t.co/LPoWYnHiUW
tweet
I've explored ChatGPT Multimodal Update: Vision, Voice & More in 2025.
It's transforming AI interactions for better use.
โข Integrate visual inputs
โข Utilize voice commands
โข Explore new features
๐ Click below to read more:
https://t.co/jO1HL31Uv4 https://t.co/LPoWYnHiUW
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when youโre stressed.
โโโโโโโโโโ
MIKE EHRMANTROUT
โโโโโโโโโโ
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]
tweet
RT @godofprompt: Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when youโre stressed.
โโโโโโโโโโ
MIKE EHRMANTROUT
โโโโโโโโโโ
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 - Catherine Warrtweet