Offshore
Photo
Fiscal.ai
Microsoft added $10.5 billion in CapEx this quarter.
That's their largest increase ever... by a long shot.
$MSFT https://t.co/pdyglFGAoY
tweet
Microsoft added $10.5 billion in CapEx this quarter.
That's their largest increase ever... by a long shot.
$MSFT https://t.co/pdyglFGAoY
tweet
Offshore
Video
Startup Archive
Peter Thiel on how the PayPal team didn’t get along—and why that’s good:
“We were less smoothly functioning… but people felt ownership. They raised their voices when things were off track.”
PayPal went from $0 to $1.5B in 4 years.
Peter thinks its intense culture was key to its success:
“The PayPal period was a very compressed four years from start to when eBay acquired it. It was a relatively entrepreneurial, somewhat chaotic culture. We had a lot of very strong personalities.”
He contrasts that with hiring people who just fall-in-line and argue less:
”I think a lot of companies bias towards having people who just drink the Kool-Aid. There's plusses and minuses to both. You'll have a more smoothly functioning company, but less dissent when things are going wrong.”
The PayPal Mafia was a team that argued, obsessed, and cared deeply. It didn’t mind friction. That culture ultimately minted a generation of legendary founders: Elon Musk. Max Levchin. Reid Hoffman. David Sacks. Chad Hurley. Jeremy Stoppelman.
Video source: @twistartups @jason (2015)
tweet
Peter Thiel on how the PayPal team didn’t get along—and why that’s good:
“We were less smoothly functioning… but people felt ownership. They raised their voices when things were off track.”
PayPal went from $0 to $1.5B in 4 years.
Peter thinks its intense culture was key to its success:
“The PayPal period was a very compressed four years from start to when eBay acquired it. It was a relatively entrepreneurial, somewhat chaotic culture. We had a lot of very strong personalities.”
He contrasts that with hiring people who just fall-in-line and argue less:
”I think a lot of companies bias towards having people who just drink the Kool-Aid. There's plusses and minuses to both. You'll have a more smoothly functioning company, but less dissent when things are going wrong.”
The PayPal Mafia was a team that argued, obsessed, and cared deeply. It didn’t mind friction. That culture ultimately minted a generation of legendary founders: Elon Musk. Max Levchin. Reid Hoffman. David Sacks. Chad Hurley. Jeremy Stoppelman.
Video source: @twistartups @jason (2015)
tweet
Offshore
Photo
God of Prompt
RT @rryssf_: While everyone is sharing their OpenClaw bots
Claude Agent SDK just changed everything for building production agents.
I spent 12 hours testing it.
Here's the architecture that actually works (no fluff) 👇 https://t.co/ubuq2k1S27
tweet
RT @rryssf_: While everyone is sharing their OpenClaw bots
Claude Agent SDK just changed everything for building production agents.
I spent 12 hours testing it.
Here's the architecture that actually works (no fluff) 👇 https://t.co/ubuq2k1S27
tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The Massive SaaS Re-Rating: Multiple Compression from Peak to Today (Last 5 Years)
1. $SAP 46x → 23x (-50%)
2. $ROP 35x → 17x (-51%)
3. $TYL 72x → 30x (-58%)
4. $U 80x → 32x (-60%)
5. $ADSK 60x → 23x (-62%)
6. $CSU 44x → 16x (-64%)
7. $INTU 58x → 21x (-64%)
8. $MANH 94x → 29x (-69%)
9. $NOW 107x → 28x (-74%)
10. $ADBE 52x → 12x (-77%)
11. $CRM 76x → 17x (-78%)
12. $DUOL 163x → 33x (-80%)*
13. $DT 113x → 23x (-80%)
14. $FIG 585x → 113x (-81%)
15. $WDAY 90x → 17x (-81%)
16. $ZM 91x → 15x (-84%)
17. $PAYC 104x → 14x (-87%)
18. $TEAM 280x → 23x (-92%)
19. $DOCU 173x → 13x (-92%)
20. $HUBS 393x → 25x (-94%)
*Within the last year
tweet
RT @DimitryNakhla: The Massive SaaS Re-Rating: Multiple Compression from Peak to Today (Last 5 Years)
1. $SAP 46x → 23x (-50%)
2. $ROP 35x → 17x (-51%)
3. $TYL 72x → 30x (-58%)
4. $U 80x → 32x (-60%)
5. $ADSK 60x → 23x (-62%)
6. $CSU 44x → 16x (-64%)
7. $INTU 58x → 21x (-64%)
8. $MANH 94x → 29x (-69%)
9. $NOW 107x → 28x (-74%)
10. $ADBE 52x → 12x (-77%)
11. $CRM 76x → 17x (-78%)
12. $DUOL 163x → 33x (-80%)*
13. $DT 113x → 23x (-80%)
14. $FIG 585x → 113x (-81%)
15. $WDAY 90x → 17x (-81%)
16. $ZM 91x → 15x (-84%)
17. $PAYC 104x → 14x (-87%)
18. $TEAM 280x → 23x (-92%)
19. $DOCU 173x → 13x (-92%)
20. $HUBS 393x → 25x (-94%)
*Within the last year
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @QualityInvest5: $FICO's scores revenue re-acceleration has been nothing short of breathtaking
– ~30% scores rev growth
– Incremental operating margins of 85-95%+
– A ridiculous 98.4% market share in loan securitization, accounting for nearly ALL of scores revenue
Genuinely asking… can you name a wider moat?
tweet
RT @QualityInvest5: $FICO's scores revenue re-acceleration has been nothing short of breathtaking
– ~30% scores rev growth
– Incremental operating margins of 85-95%+
– A ridiculous 98.4% market share in loan securitization, accounting for nearly ALL of scores revenue
Genuinely asking… can you name a wider moat?
tweet
Offshore
Photo
Fiscal.ai
Meta has lost $77B over the last 5 years in its Reality Labs business.
When should they throw in the towel?
$META https://t.co/Pa66eEjX09
tweet
Meta has lost $77B over the last 5 years in its Reality Labs business.
When should they throw in the towel?
$META https://t.co/Pa66eEjX09
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Interesting to see $NVDA near the lower end of its multiple range & higher end of its FCF yield range given forward expectations
EPS Estimates
Jan 2027: $7.66 (63% YoY)
Jan 2028: $9.86 (29% YoY)
CAGR assuming 2028 EPS Est:
26x → 15.8%
25x → 13.6%
24x → 11.3%
23x → 8.9% https://t.co/aL1ZVMzvcK
tweet
Interesting to see $NVDA near the lower end of its multiple range & higher end of its FCF yield range given forward expectations
EPS Estimates
Jan 2027: $7.66 (63% YoY)
Jan 2028: $9.86 (29% YoY)
CAGR assuming 2028 EPS Est:
26x → 15.8%
25x → 13.6%
24x → 11.3%
23x → 8.9% https://t.co/aL1ZVMzvcK
tweet