Moon Dev
one day only
this is a one day only sale for MLK jr day
you get all access to my algo trade camp, polymarket courses, ai course & solana course
but not only that, you get access to streams forever and the vault
and not only that, you get the api and quant app
and get $2,853 off
but there are limited spaces so see if its still available: https://t.co/nCYxRkVEZ4
moon dev
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one day only
this is a one day only sale for MLK jr day
you get all access to my algo trade camp, polymarket courses, ai course & solana course
but not only that, you get access to streams forever and the vault
and not only that, you get the api and quant app
and get $2,853 off
but there are limited spaces so see if its still available: https://t.co/nCYxRkVEZ4
moon dev
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Moon Dev
MLK Day Special - Save $2,853 | Moon Dev All Access
MLK Day Special - Save $2,853 on Moon Dev All Access Pass. Full year access to everything. Only 2 spots available today.
Offshore
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Illiquid
This post is probably the second most consequential thing I've published. The first was when I discovered a tiny Singaporean subcontractor was building the Micron plant and the stock went up 160% in two months.
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This post is probably the second most consequential thing I've published. The first was when I discovered a tiny Singaporean subcontractor was building the Micron plant and the stock went up 160% in two months.
3393 hit new highs today. We visited the Wasion factory in Johor. It has been in operation for 9 months now. How are things looking?
https://t.co/cU88yzGcOO https://t.co/x6iIvRQ4Hb tweet
Offshore
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Illiquid
We set up some calls with their CFO. https://t.co/rCrMLr1j4L
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We set up some calls with their CFO. https://t.co/rCrMLr1j4L
At some point we might be able to victory lap on Metasurface Technologies too. $8637.hk
https://t.co/i3k9LfGUXE tweet
AkhenOsiris
$GOOGL $META OpenAI
Evercore's Mahaney tonight on OpenAI ads opportunity:
Advertising could become a $25 billion business for OpenAI — and pose a threat to Google, according to new estimates on Monday.
Mahaney sees the startup generating that level of annual ad revenue by 2030 if it executes well on rolling out this new business.
"A path to generating several billion dollars in ad revenue in 2026, going to $25B+ by 2030, seems reasonable," Mahaney wrote in a note to investors.
"That's based on the likely scale of ChatGPT by that time, the proven monetization of high-intent performance marketing platforms, and the current size of this market"
Mahaney noted that Google's Search and YouTube businesses likely generated close to $300 billion in ad revenue in 2025, with Meta generating an additional $180 billion. These are highly profitable operations, with operating profit margins of 40%.
OpenAI has said that initial test ads will appear at the bottom of ChatGPT answers and be relevant to the user's conversation with the chatbot. That approach might not be too intrusive for users, while still being attractive to advertisers, Mahaney said.
"OpenAI's move directly challenges this core revenue stream by offering an alternative, highly engaging platform for users to discover products and services," Mahaney wrote. "If ChatGPT can successfully integrate ads that are helpful rather than intrusive, it could siphon off valuable commercial queries that traditionally go to Google."
The analyst also warned that if OpenAI can develop a "conversational" ad format, where users research and discuss potential purchases within ChatGPT, that could prompt advertisers to shift some of their marketing budgets because this is "high-intent engagement."
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$GOOGL $META OpenAI
Evercore's Mahaney tonight on OpenAI ads opportunity:
Advertising could become a $25 billion business for OpenAI — and pose a threat to Google, according to new estimates on Monday.
Mahaney sees the startup generating that level of annual ad revenue by 2030 if it executes well on rolling out this new business.
"A path to generating several billion dollars in ad revenue in 2026, going to $25B+ by 2030, seems reasonable," Mahaney wrote in a note to investors.
"That's based on the likely scale of ChatGPT by that time, the proven monetization of high-intent performance marketing platforms, and the current size of this market"
Mahaney noted that Google's Search and YouTube businesses likely generated close to $300 billion in ad revenue in 2025, with Meta generating an additional $180 billion. These are highly profitable operations, with operating profit margins of 40%.
OpenAI has said that initial test ads will appear at the bottom of ChatGPT answers and be relevant to the user's conversation with the chatbot. That approach might not be too intrusive for users, while still being attractive to advertisers, Mahaney said.
"OpenAI's move directly challenges this core revenue stream by offering an alternative, highly engaging platform for users to discover products and services," Mahaney wrote. "If ChatGPT can successfully integrate ads that are helpful rather than intrusive, it could siphon off valuable commercial queries that traditionally go to Google."
The analyst also warned that if OpenAI can develop a "conversational" ad format, where users research and discuss potential purchases within ChatGPT, that could prompt advertisers to shift some of their marketing budgets because this is "high-intent engagement."
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Offshore
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memenodes
You start earning and finally understand why dad never spent on himself https://t.co/AgwaVSbPLL
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You start earning and finally understand why dad never spent on himself https://t.co/AgwaVSbPLL
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Offshore
Video
Brady Long
When the summon button says “just one more”
but your screen says “we're at war with Greenland”
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When the summon button says “just one more”
but your screen says “we're at war with Greenland”
Something new is coming to Gambo 👀
Asset Management + Multi-Frame Generation (testing)
Built internally by a non-game-dev.
From scratch — to a game at this level.
More to share soon. Stay tuned! https://t.co/ydo8qp99J7 tweet
Offshore
Video
Brady Long
Now that AI can make full games with literally 1-2 prompts I feel 99% of game creators will go out of business but the top 1% will be more valuable than ever.
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Now that AI can make full games with literally 1-2 prompts I feel 99% of game creators will go out of business but the top 1% will be more valuable than ever.
Something new is coming to Gambo 👀
Asset Management + Multi-Frame Generation (testing)
Built internally by a non-game-dev.
From scratch — to a game at this level.
More to share soon. Stay tuned! https://t.co/ydo8qp99J7 tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @kevg1412: Chris Hohn on why investing in the long term is a real advantage, and actually a "free lunch"
"They say there's no free lunch in finance, but actually, I do think long termism in a great company is a free lunch, because if you look at any sell side model, they'll go out three years, or two years.
Why? Because that's the time horizon of the typical buy side investor--one or two years. But what if it can keep being good for 30 years? Then you're completely undervaluing that company.
And people don't look at it because there are--most companies, 95%, are mediocre or bad companies."
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RT @kevg1412: Chris Hohn on why investing in the long term is a real advantage, and actually a "free lunch"
"They say there's no free lunch in finance, but actually, I do think long termism in a great company is a free lunch, because if you look at any sell side model, they'll go out three years, or two years.
Why? Because that's the time horizon of the typical buy side investor--one or two years. But what if it can keep being good for 30 years? Then you're completely undervaluing that company.
And people don't look at it because there are--most companies, 95%, are mediocre or bad companies."
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