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: $25.80 (+29%)
CAGR assuming 2028 EPS Est:
26x → 20.6%
25x → 19.0%
24x → 17.3%
23x → 15.6%
22x → 13.8%
21x → 12.0%
20x → 10.1% https://t.co/TPT2n7QBnh
tweet
Offshore
Photo
Illiquid
As usual some of my readers are doing better at these trades than I am. WHA Corp is perceived as a data center winner in Thailand. https://t.co/S42pAIcZqg
tweet
As usual some of my readers are doing better at these trades than I am. WHA Corp is perceived as a data center winner in Thailand. https://t.co/S42pAIcZqg
tweet
Offshore
Photo
Moon Dev
We are about to be so rich
Openclaw on 3 mac minis
And 3 MacBook pros
Next up… 300 virtual private servers
People who don’t know how to code will be left behind
Noobs will try to install openclaw and get rekt or embarrassed
Things are accelerating https://t.co/G86LqW2UyB
tweet
We are about to be so rich
Openclaw on 3 mac minis
And 3 MacBook pros
Next up… 300 virtual private servers
People who don’t know how to code will be left behind
Noobs will try to install openclaw and get rekt or embarrassed
Things are accelerating https://t.co/G86LqW2UyB
tweet
Offshore
Video
Illiquid
At the six month mark, Stratechery had an ARR of US$ 100,000.
I have 1.5 weeks to catch him. Very close now after selling my first S$ 8,888 founding member tier on the back of my last two posts. 🔥 https://t.co/wcfDM10LZx
tweet
At the six month mark, Stratechery had an ARR of US$ 100,000.
I have 1.5 weeks to catch him. Very close now after selling my first S$ 8,888 founding member tier on the back of my last two posts. 🔥 https://t.co/wcfDM10LZx
tweet
DAIR.AI
RT @omarsar0: the crazy part is that openclaw is just touching the surface of what proactive agents can do
if you are mindblown already, just wait and see what's coming in the next couple of months
i don't use openclaw but i've been building my own proactive agent nonstop
there are higher levels of working with agents that remain to be unlocked
but don't get locked in
if you are a builder, i suggest trying to build your own harness or proactive agents now so you are in more control and can best leverage new model releases and capabilities as they drop.
tweet
RT @omarsar0: the crazy part is that openclaw is just touching the surface of what proactive agents can do
if you are mindblown already, just wait and see what's coming in the next couple of months
i don't use openclaw but i've been building my own proactive agent nonstop
there are higher levels of working with agents that remain to be unlocked
but don't get locked in
if you are a builder, i suggest trying to build your own harness or proactive agents now so you are in more control and can best leverage new model releases and capabilities as they drop.
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings.
OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that. tweet
X (formerly Twitter)
Sam Altman (@sama) on X
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly…