Offshore
Photo
The Transcript
RT @TheTranscript_: $AMZN AWS CEO on worries around AI agents:
"We had examples internally where somebody was writing some code, and they asked the agent to go do something, and the agent was just about to go, like, delete some infrastructure because they thought that was the fastest way to do i" https://t.co/a7Tfqbe4Mz
tweet
RT @TheTranscript_: $AMZN AWS CEO on worries around AI agents:
"We had examples internally where somebody was writing some code, and they asked the agent to go do something, and the agent was just about to go, like, delete some infrastructure because they thought that was the fastest way to do i" https://t.co/a7Tfqbe4Mz
tweet
anon
RT @taobanker: If you're using Claude Code / Codex you're already so far ahead of everyone else it's insane.
Normies minds are being blown by cowork and they don't even realize yet that vibe coding has already arrived.
You don't need to know how to code anymore. Only how to think.
tweet
RT @taobanker: If you're using Claude Code / Codex you're already so far ahead of everyone else it's insane.
Normies minds are being blown by cowork and they don't even realize yet that vibe coding has already arrived.
You don't need to know how to code anymore. Only how to think.
Use Claude Code
Much better than cowork tweet
X (formerly Twitter)
Zephyr (@zephyr_z9) on X
Use Claude Code
Much better than cowork
Much better than cowork
Offshore
Photo
The Transcript
$KO Coca-Cola CFO: North America's operating margins of 30% seen as structurally sustainable
“North America has been our star performer...And they, our folks running North America, expect and we expect them to continue to sort of lead the way because there's still tremendous opportunity to... just get a little bit better every day."
tweet
$KO Coca-Cola CFO: North America's operating margins of 30% seen as structurally sustainable
“North America has been our star performer...And they, our folks running North America, expect and we expect them to continue to sort of lead the way because there's still tremendous opportunity to... just get a little bit better every day."
tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Very well written — highly recommend the read. Well worth your time.
tweet
RT @DimitryNakhla: Very well written — highly recommend the read. Well worth your time.
https://t.co/KRlTbtnA8A tweet
X (formerly Twitter)
Finbarr Taylor (@finbarr) on X
In Defense of SaaS
Offshore
Photo
DAIR.AI
RT @omarsar0: New research from Google DeepMind.
Really good read to understand what's ahead with AI agents.
It introduces a comprehensive framework for intelligent AI delegation, a sequence of decisions involving task allocation that also incorporates transfer of authority, responsibility, accountability, clear role specifications, and mechanisms for establishing trust between parties.
Why does it matter?
As AI agents move from isolated assistants to participants in complex delegation networks and virtual economies, the absence of robust delegation protocols introduces significant societal risks.
This framework aims to inform the development of protocols for the emerging agentic web.
Paper: https://t.co/lor2f3JwZw
Learn to build effective AI agents in our academy: https://t.co/1e8RZKs4uX
tweet
RT @omarsar0: New research from Google DeepMind.
Really good read to understand what's ahead with AI agents.
It introduces a comprehensive framework for intelligent AI delegation, a sequence of decisions involving task allocation that also incorporates transfer of authority, responsibility, accountability, clear role specifications, and mechanisms for establishing trust between parties.
Why does it matter?
As AI agents move from isolated assistants to participants in complex delegation networks and virtual economies, the absence of robust delegation protocols introduces significant societal risks.
This framework aims to inform the development of protocols for the emerging agentic web.
Paper: https://t.co/lor2f3JwZw
Learn to build effective AI agents in our academy: https://t.co/1e8RZKs4uX
tweet
Offshore
Photo
God of Prompt
How to Build an AI Agent to Automate SEO & Content
Essential for scaling your online presence.
• Automate SEO tasks
• Perform keyword research
• Analyze competitors
🔗 Click below to read more:
https://t.co/0aPOvVaCLU https://t.co/rBAUm6tkfq
tweet
How to Build an AI Agent to Automate SEO & Content
Essential for scaling your online presence.
• Automate SEO tasks
• Perform keyword research
• Analyze competitors
🔗 Click below to read more:
https://t.co/0aPOvVaCLU https://t.co/rBAUm6tkfq
tweet
Dimitry Nakhla | Babylon Capital®
20 Quality Stocks Down ≥20% From Highs — Now in Their Own Bear Markets 🐻
1. $ISRG -21%
2. $TDG -21%
3. $MCO -21%
4. $NDAQ -21%
5. $AMZN -22%
6. $MELI -24%
7. $MSFT -26%
8. $SPGI -27%
9. $BKNG -29%
10. $UBER -30%
11. $BSX -31%
12. $SNPS -32%
13. $RACE -34%
14. $PLTR -37%
15. $BMI -39%
16. $NFLX -43%
17. $FICO -44%
18. $APP -47%
19. $NOW -54%
20. $CSU -55%
tweet
20 Quality Stocks Down ≥20% From Highs — Now in Their Own Bear Markets 🐻
1. $ISRG -21%
2. $TDG -21%
3. $MCO -21%
4. $NDAQ -21%
5. $AMZN -22%
6. $MELI -24%
7. $MSFT -26%
8. $SPGI -27%
9. $BKNG -29%
10. $UBER -30%
11. $BSX -31%
12. $SNPS -32%
13. $RACE -34%
14. $PLTR -37%
15. $BMI -39%
16. $NFLX -43%
17. $FICO -44%
18. $APP -47%
19. $NOW -54%
20. $CSU -55%
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $APP CAGR Potential based on 2028 EPS estimates & different multiples:
Dec 2026: $15.68 (+67% YoY)
Dec 2027: $19.93 (+27% YoY)
Dec 2028: $25.80 (+29%)
CAGR assuming 2028 EPS Est:
26x → 20.6%
25x → 19.0%
24x → 17.3%
23x → 15.6%
22x → 13.8%
21x → 12.0%
20x → 10.1% https://t.co/TPT2n7QBnh
tweet
RT @DimitryNakhla: $APP CAGR Potential based on 2028 EPS estimates & different multiples:
Dec 2026: $15.68 (+67% YoY)
Dec 2027: $19.93 (+27% YoY)
Dec 2028: $25.80 (+29%)
CAGR assuming 2028 EPS Est:
26x → 20.6%
25x → 19.0%
24x → 17.3%
23x → 15.6%
22x → 13.8%
21x → 12.0%
20x → 10.1% https://t.co/TPT2n7QBnh
tweet
Offshore
Photo
Illiquid
As usual some of my readers are doing better at these trades than I am. WHA Corp is perceived as a data center winner in Thailand. https://t.co/S42pAIcZqg
tweet
As usual some of my readers are doing better at these trades than I am. WHA Corp is perceived as a data center winner in Thailand. https://t.co/S42pAIcZqg
tweet
Offshore
Photo
Moon Dev
We are about to be so rich
Openclaw on 3 mac minis
And 3 MacBook pros
Next up… 300 virtual private servers
People who don’t know how to code will be left behind
Noobs will try to install openclaw and get rekt or embarrassed
Things are accelerating https://t.co/G86LqW2UyB
tweet
We are about to be so rich
Openclaw on 3 mac minis
And 3 MacBook pros
Next up… 300 virtual private servers
People who don’t know how to code will be left behind
Noobs will try to install openclaw and get rekt or embarrassed
Things are accelerating https://t.co/G86LqW2UyB
tweet