Offshore
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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
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Microsoft added $10.5 billion in CapEx this quarter.
That's their largest increase ever... by a long shot.
$MSFT https://t.co/pdyglFGAoY
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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)
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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)
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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
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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
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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?
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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?
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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
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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
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Offshore
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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
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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
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Offshore
Photo
Moon Dev
HLP turned $1000 into $140,000,000
the interesting thing is they are usually not profitable
they are required to trade every symbol on HL to keep liquidity flowing
and that's our edge
you can only see this data if you have a HL node or you're in my zooms https://t.co/wQG17lvyyk
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HLP turned $1000 into $140,000,000
the interesting thing is they are usually not profitable
they are required to trade every symbol on HL to keep liquidity flowing
and that's our edge
you can only see this data if you have a HL node or you're in my zooms https://t.co/wQG17lvyyk
tweet