Moon Dev
Openclaw Use Cases That Actually Print Money

While everyone else is just producing ai slop https://t.co/AAO2FT9M8C
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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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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Dan Sundheim, Founder & CIO of D1 Capital Partners, on what stock he’d buy if there was a 10-year lockup:

“There’s very few tech companies I feel comfortable saying because I think tech just changes too quickly so it wouldn’t be a tech company. It would have to be a company with a moat that’s incredibly difficult to penetrate, with a growth rate well above GDP for a long time.

I like 𝐒𝐢𝐞𝐦𝐞𝐧𝐬 𝐄𝐧𝐞𝐫𝐠𝐲 quite a bit… a company called 𝐂𝐥𝐞𝐚𝐧 𝐇𝐚𝐫𝐛𝐨𝐫𝐬 which I like a lot… they own the majority of the incinerators in the United States. You can’t really build more incinerators because of NIMBY.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧:

Investing ultimately comes back to analyzing a company’s moat. Not just whether a business has competitive advantages — but: how easily can those advantages be replicated?

How many layers of barriers to entry protect the business?

How durable are those advantages over long periods of time?

𝘛𝘩𝘦 𝘭𝘰𝘯𝘨𝘦𝘳 𝘺𝘰𝘶𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘩𝘰𝘳𝘪𝘻𝘰𝘯, 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘤𝘳𝘪𝘵𝘪𝘤𝘢𝘭 𝘵𝘩𝘦𝘴𝘦 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯𝘴 𝘣𝘦𝘤𝘰𝘮𝘦.

𝘈𝘴 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺 𝘢𝘥𝘷𝘢𝘯𝘤𝘦𝘴, 𝘥𝘪𝘴𝘳𝘶𝘱𝘵𝘪𝘰𝘯 𝘳𝘪𝘴𝘬 𝘯𝘢𝘵𝘶𝘳𝘢𝘭𝘭𝘺 𝘳𝘪𝘴𝘦𝘴. 𝘞𝘩𝘢𝘵 𝘭𝘰𝘰𝘬𝘴 𝘥𝘰𝘮𝘪𝘯𝘢𝘯𝘵 𝘵𝘰𝘥𝘢𝘺 𝘮𝘢𝘺 𝘯𝘰𝘵 𝘳𝘦𝘮𝘢𝘪𝘯 𝘴𝘰 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘳𝘦𝘢𝘭 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘢𝘭 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯𝘴 — 𝘪𝘯𝘵𝘦𝘭𝘭𝘦𝘤𝘵𝘶𝘢𝘭 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺, 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘰𝘳𝘺 𝘣𝘢𝘳𝘳𝘪𝘦𝘳𝘴, 𝘪𝘯𝘴𝘵𝘢𝘭𝘭𝘦𝘥 𝘣𝘢𝘴𝘦, 𝘴𝘸𝘪𝘵𝘤𝘩𝘪𝘯𝘨 𝘤𝘰𝘴𝘵𝘴, 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘦𝘧𝘧𝘦𝘤𝘵𝘴, 𝘩𝘢𝘳𝘥 𝘢𝘴𝘴𝘦𝘵𝘴, 𝘦𝘵𝘤.
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𝙒𝙝𝙖𝙩’𝙨 𝙗𝙚𝙖𝙪𝙩𝙞𝙛𝙪𝙡 𝙖𝙗𝙤𝙪𝙩 𝙎𝙪𝙣𝙙𝙝𝙚𝙞𝙢’𝙨 𝙛𝙧𝙖𝙢𝙞𝙣𝙜 𝙞𝙨 𝙩𝙝𝙚 𝙚𝙢𝙥𝙝𝙖𝙨𝙞𝙨 𝙤𝙣 𝙙𝙪𝙧𝙖𝙗𝙞𝙡𝙞𝙩𝙮 𝙤𝙫𝙚𝙧 𝙚𝙭𝙘𝙞𝙩𝙚𝙢𝙚𝙣𝙩.

Particularly what he mentioned about 𝐂𝐥𝐞𝐚𝐧 𝐇𝐚𝐫𝐛𝐨𝐫𝐬:

“You 𝘤𝘢𝘯’𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘣𝘶𝘪𝘭𝘥 𝘮𝘰𝘳𝘦 𝘪𝘯𝘤𝘪𝘯𝘦𝘳𝘢𝘵𝘰𝘳𝘴 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘰𝘧 𝙉𝙄𝙈𝘽𝙔 and as you have 𝙢𝙤𝙧𝙚 𝙤𝙣𝙨𝙝𝙤𝙧𝙞𝙣𝙜𝘵𝘩𝘦𝘳𝘦’𝘴 𝘨𝘰𝘪𝘯 𝘵𝘰 𝘣𝘦 𝘮𝘰𝘳𝘦 𝘩𝘢𝘻𝘢𝘳𝘥𝘰𝘶𝘴 𝘸𝘢𝘴𝘵𝘦 and they have both the incinerators and 𝘵𝘩𝘦𝘺 𝘩𝘢𝘷𝘦 𝘵𝘩𝘦 𝙣𝙚𝙩𝙬𝙤𝙧𝙠 𝘵𝘰 𝘨𝘰 𝘤𝘰𝘭𝘭𝘦𝘤𝘵. And so it’s just a very very good business and the starting multiple is very reasonable.”

𝐓𝐡𝐞 𝐛𝐚𝐫𝐫𝐢𝐞𝐫𝐬 𝐭𝐨 𝐞𝐧𝐭𝐫𝐲 𝐞𝐦𝐛𝐞𝐝𝐝𝐞𝐝 𝐢𝐧 𝐭𝐡𝐚𝐭 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐚𝐫𝐞 𝐢𝐧𝐜𝐫𝐞𝐝𝐢𝐛𝐥𝐲 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥:

𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐁𝐚𝐫𝐫𝐢𝐞𝐫𝐬 → Hazardous waste facilities face extreme permitting hurdles

𝐍𝐈𝐌𝐁𝐘 𝐄𝐟𝐟𝐞𝐜𝐭 t → Even if permitted, communities resist new incinerators

𝐒𝐜𝐚𝐫𝐜𝐢𝐭𝐲 𝐨𝐟 𝐀𝐬𝐬𝐞𝐭𝐬 → Very few licensed hazardous waste incinerators exist

𝐇𝐚𝐫𝐝 𝐀𝐬𝐬𝐞𝐭 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 → These are not easily replicated digital products

𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 → Collection, transportation, disposal ecosystem

𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞𝐝 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 → Owning both disposal + logistics compounds the moat

This is what a real moat looks like.
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Interestingly:

$SIE.DE: +13% YTD
$CLH: +13% YTD

𝐀 𝐫𝐞𝐦𝐢𝐧𝐝𝐞𝐫 𝐭𝐡𝐚𝐭 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐬𝐧’𝐭 𝐚𝐛𝐨𝐮𝐭 𝐜𝐡𝐚𝐬𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐚𝐬𝐭𝐞𝐬𝐭 𝐬𝐭𝐨𝐫𝐲 — 𝐢𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐨𝐰𝐧𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐭𝐡𝐚𝐭 𝐚𝐫𝐞 𝐡𝐚𝐫𝐝𝐞𝐬𝐭 𝐭𝐨 𝐝𝐢𝐬𝐫𝐮𝐩𝐭.
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Video: Stripe | Dan Sundheim of D1 Capital | (10/22/2025)
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Michael Fritzell (Asian Century Stocks)
RT @Floebertus: I met some smart guys in Singapore while going through their stock market. They are very underfollowed:

@Iqbal_yusuf1994
@illyquid
@capytalmgmt
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Moon Dev
todays zoom was openclaw crazy

you missed todays private zoom where i gave openclaw 6 different claude codes

we went deep into how she can build almost anything

get a ticket for tomorrows zoom and youll unlock the full replay from today

dont miss it https://t.co/Aw7dcEw2RV

moondev
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Brady Long
“Bro I can’t believe we used to order food to the house with our fingers”

Nothing like spending 2 hours to get/train openclaw to automate something that takes me 5 minutes to do once a week…

🤷 - Joe Speiser ⚡️
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Dimitry Nakhla | Babylon Capital®
When you kept buying this $AMZN dip all the way down to $200… and now you’re out of dry powder below $200 https://t.co/6gAqHaIeoU
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Michael Fritzell (Asian Century Stocks)
RT @StefanFSchubert: Despite the housing crisis, London housebuilding has collapsed to a historic low not seen anywhere else in the developed world. By @jburnmurdoch. https://t.co/G8EfjPlRvS
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Michael Fritzell (Asian Century Stocks)
RT @BerkelKip: Stmn $4019.T reported 4Q results AMC. 4Q sales +43% yoy with ARR +40%, EBIT +128%. Provided 2026 guidance of +35% Sales & +37% EBIT.

Valuation: at 660 JPY trades 1.2x EV/S, 1.3x EV/ARR, 16x EV/EBIT, 28x P/E https://t.co/ltoqDcrmbs

1) Stmn $4019.T reported 3Q results after close and slightly raised 2025 sales guidance. 3Q sales +41% yoy with ARR +39%. Remains profitable (4.4% in qtr, >6% ttm) - trades at 2.7x EV/ARR with mid-70s GMs... https://t.co/ht4vkRfwgN - Kip Johann-Berkel
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Michael Fritzell (Asian Century Stocks)
Fantastic to see @denk_tweets launching his own newsletter. A great way to build empathy for your writers.

https://t.co/IT8ejPnDxC
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memenodes
RT @naiivememe: My crypto portfolio down really bad -60% but my X payout got a 5x compared to last year.

Bro to bro, get X Premium and start posting. Not tomorrow, but today, today.

You’re gonna make it. https://t.co/jjKuMsP4Wn
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Brady Long
Why has nobody mentioned that this “acceleration period” had a massive capital injection.

Way bigger than normal.

And that all of this could easily be wrong if labs can’t get the financing they need or if geopolitical regulations prevent them from getting the resources they need.

I feel there is such an elitist complex in tech right now.

People think that utility and “tech” take precedent over everything.

“It makes ZERO sense to not do things the fastest and most advanced way possible!”

Technology is just technology. No matter how powerful it is. It’s not an existential replacement for existence.

Pardon the redundancy. “But I think you understand where I’m going with this.”

For example. If Russia nuked every data center in the US right now do you think that would halt the progress a few years? Lol.

Look.

I’m long AI just like Matt Schumer. And this went viral for a reason.

So not taking anything away from him.

And just to be clear I’m not saying anything here is wrong. Nor do I have the credentials to say that it is.

As my bio says. I’m just a “dude that likes AI.”

But it lacks critical context to the point where it doesn’t do much other than scare people or validate them.

There are very few people reading this in a healthy mental state saying “Smart guy. I think I’m going to start changing my outlook on AI.”

There are only people insecure about it and finding any way possible to challenge it.

Or people who feel hubris as a result of their AI footprint or how the efficacy of these claims will affect them.

So to summarize.

This piece is written very intelligently by an intelligent person with a limited emotional capacity and a naive understanding of how the world actually works.

I would say “do you remember Y2K?!”

But a part of me thinks the world already ended. We’re just taking the scenic route.

https://t.co/ivXRKXJvQg - Matt Shumer
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