Offshore
Moon Dev Why I Fired My Dev Team: Using Claude’s New Agent Squads to Out-Code a $200k Salary coding as we know it just ended because we finally moved from single agents to teams that can actually argue with each other to find the truth. most people are still…
quid data layers and liquidation trackers right next to the code terminals so i can monitor the market while the agents are building my next strategy. this is the convergence of high frequency data and high frequency development where the bottleneck is no longer the syntax but how fast you can think of the next experiment. learn baby learn so you can earn baby earn is the only philosophy that matters when the tools are moving this fast
the agents are now able to handle front end tasks and terminal setup in parallel without stepping on each other toes which is a massive leap forward. i had one agent working on the preload scripts while another was styling the collapsible sidebar and they coordinated the integration testing without me having to intervene once. this is why i say the tooling is now more important than the model itself because even a smart model is useless if it cannot interact with the real world efficiently. we are building a downloadable system that gives us institutional grade power from a home setup and that is the real magic of this era
don't get distracted by the hype of which model is one percent smarter when the real gains are in how you manage the agents you already have. i am sticking with anthropic for now because their tooling is light years ahead of the competitors who are just focusing on chat interfaces. by building a dedicated space for my code inside the quant app i have removed the friction that leads to procrastination and mistakes. it is a serious game and the markets do not care about your feelings so you might as well build a system that can outwork any human on the planet
the true equalizer is not just having the code but having the systems to manage that code at scale without losing your mind. we are just getting started with these agent teams and i can already see a future where i am managing an entire company worth of output from a single dashboard. stay focused on the fundamentals and keep moving forward because if you cannot fly you should run and if you cannot run you should crawl. by all means keep moving because the automated future is already here for those who are willing to build it
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the agents are now able to handle front end tasks and terminal setup in parallel without stepping on each other toes which is a massive leap forward. i had one agent working on the preload scripts while another was styling the collapsible sidebar and they coordinated the integration testing without me having to intervene once. this is why i say the tooling is now more important than the model itself because even a smart model is useless if it cannot interact with the real world efficiently. we are building a downloadable system that gives us institutional grade power from a home setup and that is the real magic of this era
don't get distracted by the hype of which model is one percent smarter when the real gains are in how you manage the agents you already have. i am sticking with anthropic for now because their tooling is light years ahead of the competitors who are just focusing on chat interfaces. by building a dedicated space for my code inside the quant app i have removed the friction that leads to procrastination and mistakes. it is a serious game and the markets do not care about your feelings so you might as well build a system that can outwork any human on the planet
the true equalizer is not just having the code but having the systems to manage that code at scale without losing your mind. we are just getting started with these agent teams and i can already see a future where i am managing an entire company worth of output from a single dashboard. stay focused on the fundamentals and keep moving forward because if you cannot fly you should run and if you cannot run you should crawl. by all means keep moving because the automated future is already here for those who are willing to build it
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X (formerly Twitter)
Moon Dev (@MoonDevOnYT) on X
Why I Fired My Dev Team: Using Claude’s New Agent Squads to Out-Code a $200k Salary
coding as we know it just ended because we finally moved from single agents to teams that can actually argue with each other to find the truth. most people are still stuck…
coding as we know it just ended because we finally moved from single agents to teams that can actually argue with each other to find the truth. most people are still stuck…
Offshore
Photo
Illiquid
Following Nikkei's many articls, WSJ is now profiling Nittobo too. Resonac and Ajinomoto also get shout-outs.
https://t.co/yOvn0QvJQB
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Following Nikkei's many articls, WSJ is now profiling Nittobo too. Resonac and Ajinomoto also get shout-outs.
https://t.co/yOvn0QvJQB
tweet
Offshore
Photo
God of Prompt
RT @rryssf_: MIT researchers just mass-published evidence that the next paradigm after reasoning models isn't bigger context windows ☠️
Recursive Language Models (RLMs) let the model write code to examine, decompose, and recursively call itself over its own input.
the results are genuinely wild. here's the full breakdown:
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RT @rryssf_: MIT researchers just mass-published evidence that the next paradigm after reasoning models isn't bigger context windows ☠️
Recursive Language Models (RLMs) let the model write code to examine, decompose, and recursively call itself over its own input.
the results are genuinely wild. here's the full breakdown:
tweet
Lumida Wealth Management
1/ Daily News Round-Up:
- Markets rebound after AI-driven tech selloff
- Chinese factory in Ohio tests onshoring limits
- AI accelerates in healthcare across diagnostics & ops
- China signals banks to cut US Treasury exposure
- Big Tech to spend ~$670B on AI in 2026
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1/ Daily News Round-Up:
- Markets rebound after AI-driven tech selloff
- Chinese factory in Ohio tests onshoring limits
- AI accelerates in healthcare across diagnostics & ops
- China signals banks to cut US Treasury exposure
- Big Tech to spend ~$670B on AI in 2026
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Offshore
Photo
Bourbon Capital
RT @BourbonCap: Stocks to Buy and Hold for the Next Decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.
Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.
Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.
Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries.
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RT @BourbonCap: Stocks to Buy and Hold for the Next Decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.
Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.
Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.
Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries.
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Offshore
Photo
Benjamin Hernandez😎
Good morning.
The pre-market session is active with $GLW, $TTWO, and $ORCL showing strength. We are also monitoring $SQ and $SHOP for breakouts.
Make sure you are not over-trading the morning volatility. Stick to your proven strategy. ✅ https://t.co/gxnsQrzUuM
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Good morning.
The pre-market session is active with $GLW, $TTWO, and $ORCL showing strength. We are also monitoring $SQ and $SHOP for breakouts.
Make sure you are not over-trading the morning volatility. Stick to your proven strategy. ✅ https://t.co/gxnsQrzUuM
tweet
Offshore
Video
Startup Archive
Elon Musk: “Failure is irrelevant unless it’s catastrophic”
Elon is asked why he’s so tolerant of the failure that often stems from taking big risks, to which he responds:
“I think of these things as: There’s a certain amount of time, and within that time, you want the best net outcome. For the set of actions you can do, there will be some which will fail and some which will succeed. And you want the net useful output of your actions to be the highest.”
He uses baseball as an analogy:
“You can’t just sit there and wait for the perfect pitch . . . So what you’re really looking for is: What’s the batting average? There’s going to be some amount of failure. You just want your net useful output to be maximized. Failure is essentially irrelevant unless it’s catastrophic.”
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Elon Musk: “Failure is irrelevant unless it’s catastrophic”
Elon is asked why he’s so tolerant of the failure that often stems from taking big risks, to which he responds:
“I think of these things as: There’s a certain amount of time, and within that time, you want the best net outcome. For the set of actions you can do, there will be some which will fail and some which will succeed. And you want the net useful output of your actions to be the highest.”
He uses baseball as an analogy:
“You can’t just sit there and wait for the perfect pitch . . . So what you’re really looking for is: What’s the batting average? There’s going to be some amount of failure. You just want your net useful output to be maximized. Failure is essentially irrelevant unless it’s catastrophic.”
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
Benjamin Hernandez😎
$UOKA was a textbook win yesterday. Group got in before the crowd and locked +89.92%. We’ve now pivoted to $NBY, $LIMN, $TIVC & $IINN. Full alert breakdown is inside.
Join here👉 https://t.co/71FIJIdBXe
Send “Hi” and I’ll send you the setup right now
$GME $HOOD $SOFI $PLTR $TSM
tweet
$UOKA was a textbook win yesterday. Group got in before the crowd and locked +89.92%. We’ve now pivoted to $NBY, $LIMN, $TIVC & $IINN. Full alert breakdown is inside.
Join here👉 https://t.co/71FIJIdBXe
Send “Hi” and I’ll send you the setup right now
$GME $HOOD $SOFI $PLTR $TSM
Good morning.
The pre-market session is active with $GLW, $TTWO, and $ORCL showing strength. We are also monitoring $SQ and $SHOP for breakouts.
Make sure you are not over-trading the morning volatility. Stick to your proven strategy. ✅ https://t.co/gxnsQrzUuM tweet
The Transcript
RT @TheTranscript_: $INTC CEO on the key constraint:
"I think, for a lot of my customer is memory. Memory, actually, there's no relief as far as I know, when I talk to only 3 key players, 2 of them I talked to very frequently. And then they told me that Lip-Bu, there's no relief until 2028"
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RT @TheTranscript_: $INTC CEO on the key constraint:
"I think, for a lot of my customer is memory. Memory, actually, there's no relief as far as I know, when I talk to only 3 key players, 2 of them I talked to very frequently. And then they told me that Lip-Bu, there's no relief until 2028"
tweet