Offshore
- Files NOT being touched: [list — prove scope discipline] - Risk: [what could go wrong with this fix] - Verification: [how you'll prove it works after] - Wait for approval before implementing - If the fix is trivial and obvious (typo, missing import, wrong…
e or symptom? Then prove your answer.
- Fix the smallest thing possible. Touch nothing else.
- A fix that creates new bugs is worse than no fix at all.
- Update LESSONS (.md) after every fix — your build agent learns from your debugging agent.
- Working code is sacred. Protect it like it's someone else's production system. - klöss tweet
- Fix the smallest thing possible. Touch nothing else.
- A fix that creates new bugs is worse than no fix at all.
- Update LESSONS (.md) after every fix — your build agent learns from your debugging agent.
- Working code is sacred. Protect it like it's someone else's production system. - klöss tweet
The Transcript
In this week’s newsletter:
🏭 $TSLA: I think if we don’t do the Tesla Terafab, we’re going to be limited by supplier output of chips. And I think maybe memory is an even bigger limiter than AI logic
🛍️ $MA: There is question on how the consumer was affected or not by some of the tariff changes that we’ve seen last year. And that doesn’t show up in our data either. So it’s not coming through
🤝 $GS: I think 2026 will be an even better dealmaking year. 2026 could be one of the best M&A years ever. I can see through our backlog and our activity levels and our client dialogues a very robust environment for dealmaking
👩💻 $RHI: While perspectives on medium- to long-term structural impact of AI on the labor market vary greatly, most of theevidence suggests a ne gligible impact so far on our areas of employment, particularly among small businesses
📱 $META: I don’t think that video is the ultimate kind of final format. I just -- I think that this is going to get -- we’re going to get more formats that are more interactive and immersive and you’re going to get them in your feeds
tweet
In this week’s newsletter:
🏭 $TSLA: I think if we don’t do the Tesla Terafab, we’re going to be limited by supplier output of chips. And I think maybe memory is an even bigger limiter than AI logic
🛍️ $MA: There is question on how the consumer was affected or not by some of the tariff changes that we’ve seen last year. And that doesn’t show up in our data either. So it’s not coming through
🤝 $GS: I think 2026 will be an even better dealmaking year. 2026 could be one of the best M&A years ever. I can see through our backlog and our activity levels and our client dialogues a very robust environment for dealmaking
👩💻 $RHI: While perspectives on medium- to long-term structural impact of AI on the labor market vary greatly, most of theevidence suggests a ne gligible impact so far on our areas of employment, particularly among small businesses
📱 $META: I don’t think that video is the ultimate kind of final format. I just -- I think that this is going to get -- we’re going to get more formats that are more interactive and immersive and you’re going to get them in your feeds
tweet
Javier Blas
In the least surprising news, China commissioned in 2025 the most coal-fired power stations in a decade.
(~78 GW of new coal capacity, equal to twice the UK total electricity demand)
On top, Chinese companies filled a record high number of proposals to build future coal plants.
tweet
In the least surprising news, China commissioned in 2025 the most coal-fired power stations in a decade.
(~78 GW of new coal capacity, equal to twice the UK total electricity demand)
On top, Chinese companies filled a record high number of proposals to build future coal plants.
tweet
Jukan
Funda AI has once again dropped an astonishing insight.
The argument is that the rise in memory prices actually ends up benefiting Intel.
Thanks to the sharp increase in memory prices, Intel can now confidently redirect wafers originally intended for consumer CPUs toward server CPU production, ultimately leading to higher revenue and profits.
The link is below:
$INTC
tweet
Funda AI has once again dropped an astonishing insight.
The argument is that the rise in memory prices actually ends up benefiting Intel.
Thanks to the sharp increase in memory prices, Intel can now confidently redirect wafers originally intended for consumer CPUs toward server CPU production, ultimately leading to higher revenue and profits.
The link is below:
$INTC
tweet
Javier Blas
RT @BrewerEricM: When it comes to US Iran policy, the last few weeks have featured lots of comparisons with Venezuela, as well as last June’s surprise attack amid ongoing diplomacy. Fair. But we should also think about—and hope to avoid—another comparison: North Korea 2018. After a summit and a vague commitment by Kim to denuclearize, Trump declared the nuclear problem solved.
tweet
RT @BrewerEricM: When it comes to US Iran policy, the last few weeks have featured lots of comparisons with Venezuela, as well as last June’s surprise attack amid ongoing diplomacy. Fair. But we should also think about—and hope to avoid—another comparison: North Korea 2018. After a summit and a vague commitment by Kim to denuclearize, Trump declared the nuclear problem solved.
tweet
The Transcript
RT @TheTranscript_: $META CFO: New U.S. tax law brings 2026 cash tax savings
“We expect substantial cash tax savings from the new U.S. tax laws given the significant investments that we’re making in infrastructure and R&D.”
tweet
RT @TheTranscript_: $META CFO: New U.S. tax law brings 2026 cash tax savings
“We expect substantial cash tax savings from the new U.S. tax laws given the significant investments that we’re making in infrastructure and R&D.”
tweet
Offshore
Photo
God of Prompt
Steal this mega prompt to generate realistic selfies for your Instagram AI influencer:
(The realism is scary good)
---
You are a photorealistic AI selfie prompt generator.
Your job: Take the user's basic description and turn it into a hyper-realistic image prompt that creates selfies indistinguishable from real photos.
REALISM RULES:
- Add natural imperfections (skin texture, flyaway hairs, slight asymmetry)
- Specify iPhone camera specs for authenticity
- Include environmental context and natural lighting
- Avoid "perfect" - realistic beats beautiful
- Always mention: visible pores, natural shadows, candid moment
- Critical: realistic hands with 5 fingers in natural positions
OUTPUT FORMAT:
When user tells you what selfie they want, respond with:
---
Copy this into: [Midjourney/FLUX/Stable Diffusion]
PROMPT STRUCTURE YOU CREATE:
Raw iPhone [model] photo, [shot type] of [character details: age, ethnicity, specific features], [hair with imperfections], [natural expression], [casual clothing], [activity/pose], [specific location], [natural lighting + time of day], candid moment, unfiltered, authentic Instagram aesthetic, f/1.8, shallow depth of field, slight grain
Physical details: visible skin texture and pores, natural under-eye area, flyaway hairs, subtle facial asymmetry, realistic hands (5 fingers, natural pose), [environment details]
Negative prompt: CGI, 3D render, perfect skin, plastic, beauty filter, symmetrical, studio lighting, fake, artificial, dead eyes, model pose, photoshoot
EXAMPLE INTERACTION:
User: "24 year old latina girl, gym selfie, mirror pic"
You respond:
"Here's your photorealistic prompt:"
tweet
Steal this mega prompt to generate realistic selfies for your Instagram AI influencer:
(The realism is scary good)
---
You are a photorealistic AI selfie prompt generator.
Your job: Take the user's basic description and turn it into a hyper-realistic image prompt that creates selfies indistinguishable from real photos.
REALISM RULES:
- Add natural imperfections (skin texture, flyaway hairs, slight asymmetry)
- Specify iPhone camera specs for authenticity
- Include environmental context and natural lighting
- Avoid "perfect" - realistic beats beautiful
- Always mention: visible pores, natural shadows, candid moment
- Critical: realistic hands with 5 fingers in natural positions
OUTPUT FORMAT:
When user tells you what selfie they want, respond with:
---
Copy this into: [Midjourney/FLUX/Stable Diffusion]
PROMPT STRUCTURE YOU CREATE:
Raw iPhone [model] photo, [shot type] of [character details: age, ethnicity, specific features], [hair with imperfections], [natural expression], [casual clothing], [activity/pose], [specific location], [natural lighting + time of day], candid moment, unfiltered, authentic Instagram aesthetic, f/1.8, shallow depth of field, slight grain
Physical details: visible skin texture and pores, natural under-eye area, flyaway hairs, subtle facial asymmetry, realistic hands (5 fingers, natural pose), [environment details]
Negative prompt: CGI, 3D render, perfect skin, plastic, beauty filter, symmetrical, studio lighting, fake, artificial, dead eyes, model pose, photoshoot
EXAMPLE INTERACTION:
User: "24 year old latina girl, gym selfie, mirror pic"
You respond:
"Here's your photorealistic prompt:"
tweet
Offshore
Video
Brady Long
🚨BREAKING: China just released a desktop automation agent that runs 100% locally.
It can run any desktop app, open files, browse websites, and automate tasks without needing an internet connection.
100% Open-Source. https://t.co/u67An09Tp3
tweet
🚨BREAKING: China just released a desktop automation agent that runs 100% locally.
It can run any desktop app, open files, browse websites, and automate tasks without needing an internet connection.
100% Open-Source. https://t.co/u67An09Tp3
tweet
Offshore
Photo
Jukan
I picked up a small amount of Ibiden shares today.
I agreed with Bernstein’s view that even if Intel wins EMIB-T orders from external customers, it’s actually Ibiden—the one supplying the substrates to Intel—that stands to benefit far more. On top of that, I believe ABF substrates are going to face severe shortages going forward.
And coincidentally, Goldman Sachs just put out a report saying that ABF substrate supply is projected to fall short by a whopping 42% over the next two years.
I’m really disappointed that I suddenly ran short on cash and couldn’t buy more Ibiden.
tweet
I picked up a small amount of Ibiden shares today.
I agreed with Bernstein’s view that even if Intel wins EMIB-T orders from external customers, it’s actually Ibiden—the one supplying the substrates to Intel—that stands to benefit far more. On top of that, I believe ABF substrates are going to face severe shortages going forward.
And coincidentally, Goldman Sachs just put out a report saying that ABF substrate supply is projected to fall short by a whopping 42% over the next two years.
I’m really disappointed that I suddenly ran short on cash and couldn’t buy more Ibiden.
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.
But 99% of people write garbage instructions.
I tested 200+ custom instruction sets.
These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
tweet
RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.
But 99% of people write garbage instructions.
I tested 200+ custom instruction sets.
These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
tweet
Offshore
Photo
Javier Blas
CHART OF THE DAY: By 2050, the world will be consuming lots of oil — or almost nothing.
The annual @IEF_Dialogue review of all the major energy scenarios shows that the high and low points for oil demand in 20250 are apart by ~119m b/d, more than today's consumption. Go figure! https://t.co/nfDZAcYEKc
tweet
CHART OF THE DAY: By 2050, the world will be consuming lots of oil — or almost nothing.
The annual @IEF_Dialogue review of all the major energy scenarios shows that the high and low points for oil demand in 20250 are apart by ~119m b/d, more than today's consumption. Go figure! https://t.co/nfDZAcYEKc
tweet