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App Economy Insights
$AMZN Amazon is outspending everyone.
💰 $100B+ in CapEx for 2025.
☁️ AWS is racing to meet AI demand.
While Big Tech hands cash to investors, Amazon reinvests everything.
Let’s break it down.
https://t.co/Jo7W44tZfC
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$AMZN Amazon is outspending everyone.
💰 $100B+ in CapEx for 2025.
☁️ AWS is racing to meet AI demand.
While Big Tech hands cash to investors, Amazon reinvests everything.
Let’s break it down.
https://t.co/Jo7W44tZfC
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative John Larson has introduced legislation that require Elon Musk to file a public financial disclosure.
It's called the "Ending DOGE Conflicts Act"
Do you support this?
Poll below. https://t.co/hHHtInu6dl
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RT @QuiverCongress: JUST IN: Representative John Larson has introduced legislation that require Elon Musk to file a public financial disclosure.
It's called the "Ending DOGE Conflicts Act"
Do you support this?
Poll below. https://t.co/hHHtInu6dl
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Quiver Quantitative
Wow.
Last month, we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 183% since her trade. https://t.co/uRA4apyXeT
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Wow.
Last month, we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 183% since her trade. https://t.co/uRA4apyXeT
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Stock Analysis Compilation
Clearbridge Growth Strategy on AppLovin $APP US
Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in mobile app marketing and e-commerce, driven by its AI technology and controlled expenses.
(Extract from their Q4 letter) https://t.co/zafkLbHCRo
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Clearbridge Growth Strategy on AppLovin $APP US
Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in mobile app marketing and e-commerce, driven by its AI technology and controlled expenses.
(Extract from their Q4 letter) https://t.co/zafkLbHCRo
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Quiver Quantitative
Another politician has bought stock in Alibaba.
Representative Robert Bresnahan just filed purchases of up to $60K of $BABA.
The stock has risen 16% since his purchases. https://t.co/KMG1bnEMP7
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Another politician has bought stock in Alibaba.
Representative Robert Bresnahan just filed purchases of up to $60K of $BABA.
The stock has risen 16% since his purchases. https://t.co/KMG1bnEMP7
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Startup Archive
YC Partner Kevin Hale: Marketing is a tax you pay for not making your product remarkable
In the clip below, the YC Partner and former Wufoo founder (acquired by SurveyMonkey) is asked how founders should balance working on product with other company priorities like marketing.
He gives the following response:
“My feeling is you having to spend money on marketing and advertising is usually a tax you pay because you haven’t made your product remarkable. Word of mouth growth is the easiest kind of growth, and it’s how a lot of the great companies grow.”
He advises companies:
“Figure out how to have a story that people want to tell about your product where they’re the most interesting person at the dinner table. And then that person is your sales force.”
Video source: @ycombinator (2017)
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YC Partner Kevin Hale: Marketing is a tax you pay for not making your product remarkable
In the clip below, the YC Partner and former Wufoo founder (acquired by SurveyMonkey) is asked how founders should balance working on product with other company priorities like marketing.
He gives the following response:
“My feeling is you having to spend money on marketing and advertising is usually a tax you pay because you haven’t made your product remarkable. Word of mouth growth is the easiest kind of growth, and it’s how a lot of the great companies grow.”
He advises companies:
“Figure out how to have a story that people want to tell about your product where they’re the most interesting person at the dinner table. And then that person is your sales force.”
Video source: @ycombinator (2017)
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RT @WaruiJohn2: Majamaa nko na form ya weekend!
Kesho Kuna Singles awareness Day Cocktail party
Club: COCKTAILS AND DREAMS near Safari park, Thika road
Charges ni 1200 bob pekee na inakam na free Complementary cocktail https://t.co/TuyUsrCIsi
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RT @WaruiJohn2: Majamaa nko na form ya weekend!
Kesho Kuna Singles awareness Day Cocktail party
Club: COCKTAILS AND DREAMS near Safari park, Thika road
Charges ni 1200 bob pekee na inakam na free Complementary cocktail https://t.co/TuyUsrCIsi
tweet