Dimitry Nakhla | Babylon Capital®
$ASML Quarterly Net Bookings 💵*

Q1 2024: €3.61B (-4%YoY)
Q2 2024: €5.57B (+24% YoY)
Q3 2024: €2.63B (+1% YoY)
Q4 2024: €7.09B (-23%% YoY)
Q1 2025: €3.94B (+9% YoY)
Q2 2025: €5.54B (-1% YoY)
Q3 2025: €5.39B (+105% YoY)
Q4 2025: €13.15B (+85% YoY)

*Edited YoY % https://t.co/lrl7mu0s9U
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Quiver Quantitative
JUST IN: Some new trades caught our attention recently.

Watch here: https://t.co/uZ5bSjJobk
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God of Prompt
👀 https://t.co/iN3M5RUpcc

karpathy’s burying the lead with the “10x engineer” question.

the answer is the ratio explodes. but not how people think.

before: 10x engineers were faster at execution. they typed more, debugged quicker, held more state in their head.

after: execution speed converges. a mediocre dev with claude ships code at roughly the same velocity as a senior.

so what’s left? taste. architecture.

knowing what NOT to build. recognizing when the agent is confidently sprinting toward a dead end.

the new 10x engineer isn’t faster.

they’re the one who looks at 1000 lines of agent-generated bloat and says “couldn’t you just do this instead” and cuts it to 100.

that skill doesn’t come from prompting.

it comes from decades of pattern recognition about what good software actually looks like.

the irony: the thing llms are worst at (judgment, pushing back, surfacing tradeoffs) is exactly what becomes the scarcest human skill.

we’re not automating engineering. we’re unbundling it. separating execution from taste.

and discovering that taste was always the bottleneck, we just couldn’t see it because execution was causing so much noise. - God of Prompt
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Brady Long
$100M in 9 months is loony bin type stuff. Congrats!

Excited to launch Genspark AI Workspace 2.0 🚀

We've hit three major milestones: crossed $100M ARR, closed our $300M Series B, and onboarded 1,000+ companies to Genspark for Business in just 8 weeks.

Today we're launching the next evolution of autonomous work—major updates that fundamentally change how you work:

Speakly – Don't type, just speak! New AI voice dictation app for Mac & PC. 4x faster than typing.

Custom Workflows in AI Inbox – Build custom email workflows in plain language. AI Inbox processes them automatically.

Enhanced AI Agents – AI Slides Creative Mode, AI Music Agent, and AI Audio Agent.

See the demo 👇 - Genspark
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God of Prompt
AI wrote a billion lines of code in 2025.

And somehow nobody built the one that actually matters for families.

This is the first ever launch of The World’s First Family AI... Nori.

Most optimize work. None optimize life.

Nori is my family CEO.

It remembers soccer practice, plans dinner, and keeps my family functioning 👇
https://t.co/JnoKkAVJwZ
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Fiscal.ai
AT&T just reported its highest mobile phone churn in 5 years.

$T https://t.co/RDmQ9V3aSX
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Dimitry Nakhla | Babylon Capital®
5 Earnings Reports After Today’s Close 🗓️

1️⃣ $MSFT
💵 Rev Est: $80.27B (+15% YoY)
💵 Eps Est: $3.87 (+20% YoY)

2️⃣ $FICO
💵 Rev Est: $501.25M (+14% YoY)
💵 Eps Est: $7.08 (+16% YoY)

3️⃣ $META
💵 Rev Est: $58.41B (+21% YoY)
💵 Eps Est: $8.18 (+2% YoY)

4️⃣ $NOW
💵 Rev Est: $3.53B (+19% YoY)
💵 Eps Est: $0.89 (+22% YoY)

5️⃣ $LRCX
💵 Rev Est: $5.23B (+20% YoY)
💵 Eps Est: $1.17 (+28% YoY)
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Brady Long
RT @thisdudelikesAI: Hot take: research doesn’t feel slow because you’re bad at it.

It feels slow because your tools were never designed to think with you.

@scispace just shipped Agent updates that quietly fix this.

I ran a real workflow 👇
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Brady Long
Called it https://t.co/Pajtv21JkE

Exposition: “People need to be aware of the data risks with AI”

Rising Action: “I just bought 75 Mac Minis. Stop living in the stone ages.”

Climax: “I lost everything. Some guy literally cloned me and it convinced my wife it was me.”

Resolution: “I teach yoga now.” - Brady Long
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