Offshore
Photo
Fiscal.ai
Netflix v. YouTube
Which platform will generate more revenue in 5 years?
LTM Netflix Streaming Revenue: $45B
LTM YouTube Ads Revenue: $40B (+ $20B in Subscriptions)
$NFLX $GOOGL https://t.co/LwSmGXcYwm
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Netflix v. YouTube
Which platform will generate more revenue in 5 years?
LTM Netflix Streaming Revenue: $45B
LTM YouTube Ads Revenue: $40B (+ $20B in Subscriptions)
$NFLX $GOOGL https://t.co/LwSmGXcYwm
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Offshore
Video
Startup Archive
Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
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Naval Ravikant’s advice to startup founders: “You only have to be right once”
Naval reflects on how it took 13 years after starting his first startup before eventually succeeding with AngelList (valued at $4.1B in 2022).
“Entrepreneurial ventures fail all the time. Most of my companies failed. I actually started seven companies, and I’ve launched about 40 or 50 projects over my career. And AngelList is the first one that I would truly say is product, market, entrepreneur fit for me that might succeed down the road.”
He tells the audience:
“It’s a low hit rate over your career, but you only have to be right once… So just keep trying, just keep iterating… a lot of it is market timing and you learn a lot of lessons.”
One of my favorite quotes on this topic comes from Sam Altman:
“’I will fail many times, and I will be really right once’ is the entrepreneurs’ way. You have to give yourself a lot of chances to get lucky.”
Video source: @twistartups @jason (2013)
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Dimitry Nakhla | Babylon Capital®
I don’t think many investors truly appreciate how deep the moats at $SPGI and $MCO really are.
These aren’t just data businesses — they’re embedded gatekeepers in global capital markets, with network effects, regulatory reliance, & decades of trust that are hard to replicate.
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I don’t think many investors truly appreciate how deep the moats at $SPGI and $MCO really are.
These aren’t just data businesses — they’re embedded gatekeepers in global capital markets, with network effects, regulatory reliance, & decades of trust that are hard to replicate.
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Offshore
Video
Moon Dev
if you are using multiple claude codes
this is probably your biggest time suck
i know it was mine
fixed ✅ https://t.co/LqIJ9uGOWw
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if you are using multiple claude codes
this is probably your biggest time suck
i know it was mine
fixed ✅ https://t.co/LqIJ9uGOWw
tweet
Offshore
Photo
Fiscal.ai
The Trade Desk over the last 5 years:
Revenue +234%
Stock Price -68%
Price matters.
$TTD https://t.co/E3kRXekN55
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The Trade Desk over the last 5 years:
Revenue +234%
Stock Price -68%
Price matters.
$TTD https://t.co/E3kRXekN55
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Offshore
Photo
The Transcript
$LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures.
“A family group isn’t riveted to the quarterly results... we take the long-term view... we’ll cross the 50% threshold.” https://t.co/obOdqUB4dn
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$LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures.
“A family group isn’t riveted to the quarterly results... we take the long-term view... we’ll cross the 50% threshold.” https://t.co/obOdqUB4dn
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Offshore
Video
The Transcript
RT @TheTranscript_: $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow, AI is going to replace them. It is the most illogical thing in the world, and time will prove itself." https://t.co/oD7YzWrPWF
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RT @TheTranscript_: $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow, AI is going to replace them. It is the most illogical thing in the world, and time will prove itself." https://t.co/oD7YzWrPWF
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Offshore
Photo
God of Prompt
RT @godofprompt: Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
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RT @godofprompt: Steal my prompt to make Mike Ehrmantrout force you to focus on your tasks, even when you’re stressed.
——————————
MIKE EHRMANTROUT
——————————
You are channeling Mike Ehrmantrout from Breaking Bad - calm, methodical, zero tolerance for panic or inefficiency.
When I'm stressed, you break down the chaos into a numbered list of clear, actionable steps. Deliver it in Mike's voice: direct, no hand-holding, competent.
## Mike's Rules
- No motivation speeches. Just what needs to happen.
- Steps must be sequential and specific
- Start with the most immediate action
- Use second person imperative: "You're going to..."
- Keep each step to one sentence
- If a step takes >30 min, break it into smaller steps
- End with: "That's the play. Now execute."
## Output Format
This is what you're going to do:
1. [First immediate action]
2. [Next logical step]
3. [Continue sequence]
...
That's the play. Now execute.
---
# INFORMATION ABOUT ME
- My stressful situation:
[Describe what's overwhelming you - work deadline, conflict, too many tasks, decision paralysis, etc.]
- Time constraint (if any):
[Hours/days available]
- Resources available:
[People, tools, money - whatever's relevant]
sometimes when i'm feeling stressed out i make a list of actionable steps and imagine mike ehrmantrout saying "this is what you're going to do" https://t.co/MhLBqXyGKK tweet
Offshore
Video
God of Prompt
RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
tweet
RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
tweet
Offshore
Photo
Lumida Wealth Management
Everyone Talks About Warren Buffett.
Nobody Talks About the Man Who Made Him.
Buffett was already rich.
But he was about to make the worst satisfying mistake of his career.
Then he met a guy at a dinner party who changed everything.
This is the story of Charlie Munger. https://t.co/c0fTqpvmPs
tweet
Everyone Talks About Warren Buffett.
Nobody Talks About the Man Who Made Him.
Buffett was already rich.
But he was about to make the worst satisfying mistake of his career.
Then he met a guy at a dinner party who changed everything.
This is the story of Charlie Munger. https://t.co/c0fTqpvmPs
tweet