Offshore
Video
God of Prompt
AI companies are now buying Super Bowl ads.
Let that satisfy for a second.
We went from "what's a prompt" to prime-time commercials in 2 years.
The people still ignoring AI aren't early skeptics anymore.
They're late.
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AI companies are now buying Super Bowl ads.
Let that satisfy for a second.
We went from "what's a prompt" to prime-time commercials in 2 years.
The people still ignoring AI aren't early skeptics anymore.
They're late.
The Monday after the Super Bowl should be a national holiday.
We made a Super Bowl ad about it. Featuring Matthew Broderick and an AI that can actually autopilot your work.
Airing today during the game! 🏈 https://t.co/BbZfDXVx5R tweet
Offshore
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App Economy Insights
$SPOT Spotify just keeps scaling.
• 751 million MAUs
• 290 million Premium subs
• Premium subs nearly 10× since 2015
The audience is built.
The economics come next. https://t.co/f51oeSMeV5
tweet
$SPOT Spotify just keeps scaling.
• 751 million MAUs
• 290 million Premium subs
• Premium subs nearly 10× since 2015
The audience is built.
The economics come next. https://t.co/f51oeSMeV5
tweet
Offshore
Video
God of Prompt
Hot take: that AI video tool you're paying $40/month for? It's cooked.
Not because the models suck. Because the workflow is ass.
You generate an image in one tool. Export it. Upload to another for video. Export again. Send to your editor on Slack. Wait for feedback. Re-upload. Regenerate.
That's not creation. That's digital busywork.
Topview just shipped a collaborative AI board with Seedance, Nano Banana, Sora, VEO, and Kontext in one workspace.
Prompt to image to video to avatar. No tab switching. No exports. No broken flow.
Your team works together in real time. Like Figma but for AI video.
The part nobody's talking about: it costs less than using the official APIs directly.
You've been paying MORE for a worse experience this whole time.
Solo creators save hours. Teams save thousands a month.
Use code LPS3TEDZ for 20% off → https://t.co/ULtQSpQJEF
@TopviewAIhq
tweet
Hot take: that AI video tool you're paying $40/month for? It's cooked.
Not because the models suck. Because the workflow is ass.
You generate an image in one tool. Export it. Upload to another for video. Export again. Send to your editor on Slack. Wait for feedback. Re-upload. Regenerate.
That's not creation. That's digital busywork.
Topview just shipped a collaborative AI board with Seedance, Nano Banana, Sora, VEO, and Kontext in one workspace.
Prompt to image to video to avatar. No tab switching. No exports. No broken flow.
Your team works together in real time. Like Figma but for AI video.
The part nobody's talking about: it costs less than using the official APIs directly.
You've been paying MORE for a worse experience this whole time.
Solo creators save hours. Teams save thousands a month.
Use code LPS3TEDZ for 20% off → https://t.co/ULtQSpQJEF
@TopviewAIhq
tweet
Michael Fritzell (Asian Century Stocks)
This is the future of dating apps. The legacy apps didn’t have functioning business models anyway.
tweet
This is the future of dating apps. The legacy apps didn’t have functioning business models anyway.
A matchmaking algorithm has become an all-consuming force at Stanford, where once a week thousands of students brace to learn their romantic fate https://t.co/A76Mo0rpzt tweet
X (formerly Twitter)
The Wall Street Journal (@WSJ) on X
A matchmaking algorithm has become an all-consuming force at Stanford, where once a week thousands of students brace to learn their romantic fate https://t.co/A76Mo0rpzt
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The Few Bets That Matter
Interesting acquisition by $NBIS, raising some questions on capital allocation & market reaction though.
This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers.
Raw compute won’t cut it. Google has Gemini, Microsoft has Copilot, OpenAI has ChatGPT.
You can’t deliver an end-to-end enterprise service with compute only, you need intelligence. That’s exactly what this deal is about, very logical imo and very positive for long term holders.
That said, the timing is interesting.
$NBIS didn't disclose price & the deal should close rapidly. This shows management believes spending on intelligence - and long term development, is more important right now than accelerating buildouts.
With demand is exploding, slowing deployment means slowing growth, which the market won't forgive. And the market doesn't forgive raising CapEx neither which this acquisition will require.
They have to spend to grow, or they'll be punish. They now have to spend even more as they add acquisitions to buildouts. And every other company has been punished for spending more the last two quarters.
Hmhm.
The stock is flat so far so it seems that no one cares. but I guess earnings will be damn interesting. Hoping for the best.
tweet
Interesting acquisition by $NBIS, raising some questions on capital allocation & market reaction though.
This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers.
Raw compute won’t cut it. Google has Gemini, Microsoft has Copilot, OpenAI has ChatGPT.
You can’t deliver an end-to-end enterprise service with compute only, you need intelligence. That’s exactly what this deal is about, very logical imo and very positive for long term holders.
That said, the timing is interesting.
$NBIS didn't disclose price & the deal should close rapidly. This shows management believes spending on intelligence - and long term development, is more important right now than accelerating buildouts.
With demand is exploding, slowing deployment means slowing growth, which the market won't forgive. And the market doesn't forgive raising CapEx neither which this acquisition will require.
They have to spend to grow, or they'll be punish. They now have to spend even more as they add acquisitions to buildouts. And every other company has been punished for spending more the last two quarters.
Hmhm.
The stock is flat so far so it seems that no one cares. but I guess earnings will be damn interesting. Hoping for the best.
Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform.
By combining high-performance inference with real-time web grounding, we are expanding the core infrastructure needed for autonomous AI agents.
Read the PR: https://t.co/pgniIkG8Y7 tweet
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God of Prompt
RT @godofprompt: I've written 500 articles, 23 whitepapers, and 3 ebooks using Claude over 2 years, and these 10 prompts are the ONLY ones I actually use anymore because they handle 90% of professional writing better than any human editor I've worked with and cost me $0.02 per 1000 words: 👇 https://t.co/Yx6MCNdLbr
tweet
RT @godofprompt: I've written 500 articles, 23 whitepapers, and 3 ebooks using Claude over 2 years, and these 10 prompts are the ONLY ones I actually use anymore because they handle 90% of professional writing better than any human editor I've worked with and cost me $0.02 per 1000 words: 👇 https://t.co/Yx6MCNdLbr
tweet
Offshore
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The Few Bets That Matter
Speaking more than one language is useless.
Until you put hot Latina dancers on stage at one of the biggest events in the world.
Suddenly, everyone wants to speak Spanish.
$DUOL https://t.co/N02BAkOTWd
tweet
Speaking more than one language is useless.
Until you put hot Latina dancers on stage at one of the biggest events in the world.
Suddenly, everyone wants to speak Spanish.
$DUOL https://t.co/N02BAkOTWd
Duolingo saw a 35% increase in Spanish learners last night.
Is this what a one-night stand feels like? https://t.co/acf0DZczhh tweet
Offshore
Photo
The Few Bets That Matter
Speaking more than one language is useless.
Until you put hot Latina dancers on stage at one of the biggest events in the world.
Suddenly, everyone wants to speak Spanish.
$DUOL https://t.co/PnQxV31Ftw
tweet
Speaking more than one language is useless.
Until you put hot Latina dancers on stage at one of the biggest events in the world.
Suddenly, everyone wants to speak Spanish.
$DUOL https://t.co/PnQxV31Ftw
Duolingo saw a 35% increase in Spanish learners last night.
Is this what a one-night stand feels like? https://t.co/acf0DZczhh tweet
Offshore
Video
Brady Long
RT @thisdudelikesAI: Just watched our junior PM write 23 test cases in 18 minutes and she doesn't know a single line of code...
We've been using @testmuai's KaneAI for the past month and it's genuinely breaking my brain about what's possible with QA automation.
Here's what happened:
She opened a Jira ticket, described the feature in plain English, and KaneAI generated the entire test suite (login flows, edge cases, API validations, database checks)
Then our UI changed (because of course it did).
Normally that means:
→ tests break
→ automation engineer drops everything
→ 4 hours rewriting XPath selectors
→ QA becomes the bottleneck again
With KaneAI: tests auto-healed during execution.
It understood the original intent and adapted to the new UI structure. zero manual fixes.
This part's wild... it handles TOTP authentication automatically.
If you've ever tried to automate 2FA flows you know this alone is worth the price of admission.
Test debt dropped 60% in 3 weeks. Anyone who understands user behavior can now contribute to test coverage.
We never realized it but the bottleneck was translation. By that I mean turning "here's what should happen" into "here's the executable code that validates it"
Turns out AI is pretty good at translation.
Free trial: https://t.co/nArHvT10WS
tweet
RT @thisdudelikesAI: Just watched our junior PM write 23 test cases in 18 minutes and she doesn't know a single line of code...
We've been using @testmuai's KaneAI for the past month and it's genuinely breaking my brain about what's possible with QA automation.
Here's what happened:
She opened a Jira ticket, described the feature in plain English, and KaneAI generated the entire test suite (login flows, edge cases, API validations, database checks)
Then our UI changed (because of course it did).
Normally that means:
→ tests break
→ automation engineer drops everything
→ 4 hours rewriting XPath selectors
→ QA becomes the bottleneck again
With KaneAI: tests auto-healed during execution.
It understood the original intent and adapted to the new UI structure. zero manual fixes.
This part's wild... it handles TOTP authentication automatically.
If you've ever tried to automate 2FA flows you know this alone is worth the price of admission.
Test debt dropped 60% in 3 weeks. Anyone who understands user behavior can now contribute to test coverage.
We never realized it but the bottleneck was translation. By that I mean turning "here's what should happen" into "here's the executable code that validates it"
Turns out AI is pretty good at translation.
Free trial: https://t.co/nArHvT10WS
tweet
The Few Bets That Matter
$XVIVO was a great narrative but not a serious one when it came to competing with $TMDX.
On the contrary, they confirmed that $TMDX potential is as big as bulls thought.
👇
tweet
$XVIVO was a great narrative but not a serious one when it came to competing with $TMDX.
On the contrary, they confirmed that $TMDX potential is as big as bulls thought.
👇
Xvivo results reaffirm that $TMDX market share is not being threatened.
These results confirm the potential of the European and international markets.
$TMDX continues to execute and they aim to acquire even more transplant centers as clients this year, further expanding OCS’s reach.
As trials expand and reach their goals, it’ll become malpractice not to use OCS technology whenever possible, which will strengthen the moat and raise entry barriers. tweet
X (formerly Twitter)
Matheus Lonning (@mathlonning) on X
Xvivo results reaffirm that $TMDX market share is not being threatened.
These results confirm the potential of the European and international markets.
$TMDX continues to execute and they aim to acquire even more transplant centers as clients this year,…
These results confirm the potential of the European and international markets.
$TMDX continues to execute and they aim to acquire even more transplant centers as clients this year,…