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The Transcript
Kraft Heinze Chair: "We are confident that our decision to pause the work related to the separation and fully focusing our resources in service of growth is the right move at this time."
$KHC: -7% Pre-Market https://t.co/wSD1Ux3QkK
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Kraft Heinze Chair: "We are confident that our decision to pause the work related to the separation and fully focusing our resources in service of growth is the right move at this time."
$KHC: -7% Pre-Market https://t.co/wSD1Ux3QkK
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Offshore
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Benjamin Hernandez😎
Repairs at a key aluminum plant are nearing completion, easing a supply bottleneck for Ford and peers. Relief on input costs could support auto margins and lift sector sentiment.
$F $GM $TSLA https://t.co/6U5esdrz6A
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Repairs at a key aluminum plant are nearing completion, easing a supply bottleneck for Ford and peers. Relief on input costs could support auto margins and lift sector sentiment.
$F $GM $TSLA https://t.co/6U5esdrz6A
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Offshore
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Bourbon Capital
$AMZN disclosed a 5.3% stake in electric aerospace company Beta Technologie $BETA
Amazon top 13F Q4 2025:
Rivian Automotive $RIVN
BETA Technologies $BETA
Astera Labs $ALAB
Marvell Technology $MRVL https://t.co/CYK2dfDQc4
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$AMZN disclosed a 5.3% stake in electric aerospace company Beta Technologie $BETA
Amazon top 13F Q4 2025:
Rivian Automotive $RIVN
BETA Technologies $BETA
Astera Labs $ALAB
Marvell Technology $MRVL https://t.co/CYK2dfDQc4
$AMZN 13F Q4 2025
New positions:
BETA Technologies, Inc. $BETA https://t.co/arXjsZAKid tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @eastasiaecon: Currency weakness isn't just a theme in Japan. It applies in China, Korea and Taiwan too. The JPY and KRW are weak against the USD. With CNY too, they are also weak in real effective terms. And all the currencies, including TWD, are cheap relative to the region's rising external surplus.
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RT @eastasiaecon: Currency weakness isn't just a theme in Japan. It applies in China, Korea and Taiwan too. The JPY and KRW are weak against the USD. With CNY too, they are also weak in real effective terms. And all the currencies, including TWD, are cheap relative to the region's rising external surplus.
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Offshore
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Moon Dev
openclaw for job replacement
today we are going deep into how ai may not take your job but someone who knows how to use tools like openclaw will
this is a private zoom for obvious reasons
grab a ticket if there is one available
join here https://t.co/JbJdIbW2p9
moondev
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openclaw for job replacement
today we are going deep into how ai may not take your job but someone who knows how to use tools like openclaw will
this is a private zoom for obvious reasons
grab a ticket if there is one available
join here https://t.co/JbJdIbW2p9
moondev
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Offshore
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God of Prompt
OpenClaw hit 145K GitHub stars and became the fastest-growing open-source AI project in history.
But 90% of people installing it have no idea how to set it up safely.
That's why I built the OpenClaw Starter Guide. It covers:
→ Full architecture breakdown (Gateway, Agent, Skills, Memory)
→ 30-minute setup walkthrough for any hardware
→ Security hardening so you don't end up on Shodan
→ Memory upgrade prompt that makes your agent actually remember you
If you want a personal AI assistant that actually does things, not another chatbot, this is the guide.
Comment "Claw" and I'll DM it to you.
(Must be following me to receive it)
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OpenClaw hit 145K GitHub stars and became the fastest-growing open-source AI project in history.
But 90% of people installing it have no idea how to set it up safely.
That's why I built the OpenClaw Starter Guide. It covers:
→ Full architecture breakdown (Gateway, Agent, Skills, Memory)
→ 30-minute setup walkthrough for any hardware
→ Security hardening so you don't end up on Shodan
→ Memory upgrade prompt that makes your agent actually remember you
If you want a personal AI assistant that actually does things, not another chatbot, this is the guide.
Comment "Claw" and I'll DM it to you.
(Must be following me to receive it)
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Javier Blas
RT @nickschifrin: .@VP, asked if he wants to see regime change in Iran, says, "If the Iranian people want to overthrow the regime, that's up to the Iranian people. What we're focused on right now is the fact that Iran can't have a nuclear weapon."
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RT @nickschifrin: .@VP, asked if he wants to see regime change in Iran, says, "If the Iranian people want to overthrow the regime, that's up to the Iranian people. What we're focused on right now is the fact that Iran can't have a nuclear weapon."
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Offshore
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Michael Fritzell (Asian Century Stocks)
Marc Andreessen on SaaS: “You’ll want to look at systems of records differently than productivity applications. Also, everybody doesn’t change their behaviour overnight… moving fast enough? Leadership matters a lot” https://t.co/ufe3bH0PGn https://t.co/xgMADf6Jhf
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Marc Andreessen on SaaS: “You’ll want to look at systems of records differently than productivity applications. Also, everybody doesn’t change their behaviour overnight… moving fast enough? Leadership matters a lot” https://t.co/ufe3bH0PGn https://t.co/xgMADf6Jhf
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Clark Square Capital
RT @ClarkSquareCap: Idea thread time!
What's your best idea right now? (Any style, any market cap, any geography).
Be sure to add why you like it + valuation.
I will compile the responses and share.
Appreciate a RT for visibility! 🙏
tweet
RT @ClarkSquareCap: Idea thread time!
What's your best idea right now? (Any style, any market cap, any geography).
Be sure to add why you like it + valuation.
I will compile the responses and share.
Appreciate a RT for visibility! 🙏
tweet
Offshore
Video
Startup Archive
Max Levchin on when to fire someone
All founders will hire the wrong person at some point. When asked what signals he looks for to realize he’s made a hiring mistake, Max responds with a quote from the movie Ronin:
"Whenever there's a doubt, there's no doubt."
He explains:
“When you're staring at a peer - or if you're the CEO, at a direct report - and you catch yourself thinking, I wonder if you're here next year. This person shouldn't be here today. Unfortunately, it's that binary.”
Importantly, this is not the same as hating a person’s guts at times - Max caveats that brilliant people cause that sort of emotional response. Wondering if a person will still be at the company next year is different:
”Boring people, untalented people, not hardworking people, people that don't have the company's best interest in mind, people that are undermining each other. Those people make you think I should have fired you yesterday… No one's ever said I wish I had fired that person later… When there's a doubt, there is no doubt. That's also applicable just about every other situation in life, but in people it's infinitely applicable.”
Video source: @khoslaventures (2024)
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Max Levchin on when to fire someone
All founders will hire the wrong person at some point. When asked what signals he looks for to realize he’s made a hiring mistake, Max responds with a quote from the movie Ronin:
"Whenever there's a doubt, there's no doubt."
He explains:
“When you're staring at a peer - or if you're the CEO, at a direct report - and you catch yourself thinking, I wonder if you're here next year. This person shouldn't be here today. Unfortunately, it's that binary.”
Importantly, this is not the same as hating a person’s guts at times - Max caveats that brilliant people cause that sort of emotional response. Wondering if a person will still be at the company next year is different:
”Boring people, untalented people, not hardworking people, people that don't have the company's best interest in mind, people that are undermining each other. Those people make you think I should have fired you yesterday… No one's ever said I wish I had fired that person later… When there's a doubt, there is no doubt. That's also applicable just about every other situation in life, but in people it's infinitely applicable.”
Video source: @khoslaventures (2024)
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Offshore
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The Transcript
RT @TheTranscript_: $BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure
"The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears" https://t.co/fxg5NqPz7p
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RT @TheTranscript_: $BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure
"The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears" https://t.co/fxg5NqPz7p
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