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The Few Bets That Matter
$DUOL is now trading at ~5x sales and ~14x earnings.
I know the narrative: AI could disrupt the service.
But imagine it doesn’t, and imagine $DUOL guides to >20% growth for FY26.
At these multiples, that’s not exactly expensive, although we shouldn't make the mistake of thinking it is cheap as some peers trade at comparable multiples with 20% growth - $APP & $SPOT come to mind.
I don’t touch downtrends.
But it’s fair to question this one.
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$DUOL is now trading at ~5x sales and ~14x earnings.
I know the narrative: AI could disrupt the service.
But imagine it doesn’t, and imagine $DUOL guides to >20% growth for FY26.
At these multiples, that’s not exactly expensive, although we shouldn't make the mistake of thinking it is cheap as some peers trade at comparable multiples with 20% growth - $APP & $SPOT come to mind.
I don’t touch downtrends.
But it’s fair to question this one.
tweet
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Javier Blas
CHART OF THE DAY: The cost of US ground beef keeps rising, reaching in January almost $6.7 per pound. That makes for an expensive hamburger. 🍔🥩🐄
While President Trump has seen the price of other foodstuff drop (eggs, for example), all suggest that beef prices may still high. https://t.co/ZcW1vFH1Ca
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CHART OF THE DAY: The cost of US ground beef keeps rising, reaching in January almost $6.7 per pound. That makes for an expensive hamburger. 🍔🥩🐄
While President Trump has seen the price of other foodstuff drop (eggs, for example), all suggest that beef prices may still high. https://t.co/ZcW1vFH1Ca
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Quiver Quantitative
JUST IN: Representatives Mark Pocan and Andy Biggs have introduced legislation which would cut the Pentagon's budget if it does not achieve a clean audit.
The Defense Department has failed 8 consecutive audits. https://t.co/v2TFt7X0Xt
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JUST IN: Representatives Mark Pocan and Andy Biggs have introduced legislation which would cut the Pentagon's budget if it does not achieve a clean audit.
The Defense Department has failed 8 consecutive audits. https://t.co/v2TFt7X0Xt
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Brady Long
RT @bigaiguy: If this existed like 10 years ago my Grandpa never would have beaten me in Gin🤔
Insane. See for yourself on Hugging Face https://t.co/yDVUJ2lMp8
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RT @bigaiguy: If this existed like 10 years ago my Grandpa never would have beaten me in Gin🤔
Insane. See for yourself on Hugging Face https://t.co/yDVUJ2lMp8
MiniCPM-o 4.5: Seeing, Listening, and Speaking — All at Once. 👁️👂🗣️
✨Beyond traditional turn-taking, we’ve built a Native Full-Duplex engine that allows a 9B model to see, listen, and speak in one concurrent, non-blocking stream.
Watch how it masters real-world complexity in real-time:
🔔 Proactive Auditory Interaction: Interrupts itself to alert you when it hears a "Ding!" while reading cards.
🎨 Temporal Flow Tracking: Follows your pen in real-time, narrating and "mind-reading" your drawing as you sketch.
🍎 Omni-Perception: Scans groceries & identifies prices on the fly.
✨Why it’s a category-leader:
📌Performance: Surpasses GPT-4o and Gemini 2.0 Pro on OpenCompass (Avg. 77.6).
📌Architecture: End-to-end fusion of SigLip2, Whisper, and CosyVoice2 on a Qwen3-8B base.
📌Efficiency: Full-duplex live streaming now runs locally on PCs via llama.cpp-omni.
The era of "Wait-and-Response" AI is over. Proactive, real-time intelligence is now open-source.
🚀Experience it on Hugging Face: 🔗https://t.co/KzzgiGYhVr
#MiniCPM #Omnimodal #FullDuplex #EdgeAI #OpenSource #ComputerVision tweet
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God of Prompt
RT @godofprompt: How to use LLMs for competitive intelligence (scraping, analysis, reporting): https://t.co/xlGOSpRQPy
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RT @godofprompt: How to use LLMs for competitive intelligence (scraping, analysis, reporting): https://t.co/xlGOSpRQPy
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Bourbon Capital
$GOOG 13F Q4 2025
Top positions:
1) AST SpaceMobile $ASTS
2) Planet Labs PBC $PL
3) Revolution Medicines $RVMD
4) Arm Holdings $ARM
5) Freshworks $FRSH
6) UiPath $PATH
7) GitLab $GTLB
8) Tempus AI $TEM
No major changes in Q4 https://t.co/aToYSQMBMe
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$GOOG 13F Q4 2025
Top positions:
1) AST SpaceMobile $ASTS
2) Planet Labs PBC $PL
3) Revolution Medicines $RVMD
4) Arm Holdings $ARM
5) Freshworks $FRSH
6) UiPath $PATH
7) GitLab $GTLB
8) Tempus AI $TEM
No major changes in Q4 https://t.co/aToYSQMBMe
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Moon Dev
RT @ChrisCamillo: @MoonDevOnYT Many variables.
$GOOG has more AI firepower, but core search is still the soft underbelly.
$AMZN’s ecomm moat is massive and positioned to absorb the AI efficiency wave.
Higher frontier model ceiling with Google. Clearer monetization path with Amazon.
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RT @ChrisCamillo: @MoonDevOnYT Many variables.
$GOOG has more AI firepower, but core search is still the soft underbelly.
$AMZN’s ecomm moat is massive and positioned to absorb the AI efficiency wave.
Higher frontier model ceiling with Google. Clearer monetization path with Amazon.
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