Offshore
Video
God of Prompt
Hot take: that AI video tool you're paying $40/month for? It's cooked.
Not because the models suck. Because the workflow is ass.
You generate an image in one tool. Export it. Upload to another for video. Export again. Send to your editor on Slack. Wait for feedback. Re-upload. Regenerate.
That's not creation. That's digital busywork.
Topview just shipped a collaborative AI board with Seedance, Nano Banana, Sora, VEO, and Kontext in one workspace.
Prompt to image to video to avatar. No tab switching. No exports. No broken flow.
Your team works together in real time. Like Figma but for AI video.
The part nobody's talking about: it costs less than using the official APIs directly.
You've been paying MORE for a worse experience this whole time.
Solo creators save hours. Teams save thousands a month.
Use code LPS3TEDZ for 20% off → https://t.co/ULtQSpQJEF
@TopviewAIhq
tweet
Hot take: that AI video tool you're paying $40/month for? It's cooked.
Not because the models suck. Because the workflow is ass.
You generate an image in one tool. Export it. Upload to another for video. Export again. Send to your editor on Slack. Wait for feedback. Re-upload. Regenerate.
That's not creation. That's digital busywork.
Topview just shipped a collaborative AI board with Seedance, Nano Banana, Sora, VEO, and Kontext in one workspace.
Prompt to image to video to avatar. No tab switching. No exports. No broken flow.
Your team works together in real time. Like Figma but for AI video.
The part nobody's talking about: it costs less than using the official APIs directly.
You've been paying MORE for a worse experience this whole time.
Solo creators save hours. Teams save thousands a month.
Use code LPS3TEDZ for 20% off → https://t.co/ULtQSpQJEF
@TopviewAIhq
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Michael Fritzell (Asian Century Stocks)
This is the future of dating apps. The legacy apps didn’t have functioning business models anyway.
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This is the future of dating apps. The legacy apps didn’t have functioning business models anyway.
A matchmaking algorithm has become an all-consuming force at Stanford, where once a week thousands of students brace to learn their romantic fate https://t.co/A76Mo0rpzt tweet
X (formerly Twitter)
The Wall Street Journal (@WSJ) on X
A matchmaking algorithm has become an all-consuming force at Stanford, where once a week thousands of students brace to learn their romantic fate https://t.co/A76Mo0rpzt
Offshore
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The Few Bets That Matter
Interesting acquisition by $NBIS, raising some questions on capital allocation & market reaction though.
This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers.
Raw compute won’t cut it. Google has Gemini, Microsoft has Copilot, OpenAI has ChatGPT.
You can’t deliver an end-to-end enterprise service with compute only, you need intelligence. That’s exactly what this deal is about, very logical imo and very positive for long term holders.
That said, the timing is interesting.
$NBIS didn't disclose price & the deal should close rapidly. This shows management believes spending on intelligence - and long term development, is more important right now than accelerating buildouts.
With demand is exploding, slowing deployment means slowing growth, which the market won't forgive. And the market doesn't forgive raising CapEx neither which this acquisition will require.
They have to spend to grow, or they'll be punish. They now have to spend even more as they add acquisitions to buildouts. And every other company has been punished for spending more the last two quarters.
Hmhm.
The stock is flat so far so it seems that no one cares. but I guess earnings will be damn interesting. Hoping for the best.
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Interesting acquisition by $NBIS, raising some questions on capital allocation & market reaction though.
This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers.
Raw compute won’t cut it. Google has Gemini, Microsoft has Copilot, OpenAI has ChatGPT.
You can’t deliver an end-to-end enterprise service with compute only, you need intelligence. That’s exactly what this deal is about, very logical imo and very positive for long term holders.
That said, the timing is interesting.
$NBIS didn't disclose price & the deal should close rapidly. This shows management believes spending on intelligence - and long term development, is more important right now than accelerating buildouts.
With demand is exploding, slowing deployment means slowing growth, which the market won't forgive. And the market doesn't forgive raising CapEx neither which this acquisition will require.
They have to spend to grow, or they'll be punish. They now have to spend even more as they add acquisitions to buildouts. And every other company has been punished for spending more the last two quarters.
Hmhm.
The stock is flat so far so it seems that no one cares. but I guess earnings will be damn interesting. Hoping for the best.
Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform.
By combining high-performance inference with real-time web grounding, we are expanding the core infrastructure needed for autonomous AI agents.
Read the PR: https://t.co/pgniIkG8Y7 tweet
Offshore
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God of Prompt
RT @godofprompt: I've written 500 articles, 23 whitepapers, and 3 ebooks using Claude over 2 years, and these 10 prompts are the ONLY ones I actually use anymore because they handle 90% of professional writing better than any human editor I've worked with and cost me $0.02 per 1000 words: 👇 https://t.co/Yx6MCNdLbr
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RT @godofprompt: I've written 500 articles, 23 whitepapers, and 3 ebooks using Claude over 2 years, and these 10 prompts are the ONLY ones I actually use anymore because they handle 90% of professional writing better than any human editor I've worked with and cost me $0.02 per 1000 words: 👇 https://t.co/Yx6MCNdLbr
tweet
Offshore
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The Few Bets That Matter
Speaking more than one language is useless.
Until you put hot Latina dancers on stage at one of the biggest events in the world.
Suddenly, everyone wants to speak Spanish.
$DUOL https://t.co/N02BAkOTWd
tweet
Speaking more than one language is useless.
Until you put hot Latina dancers on stage at one of the biggest events in the world.
Suddenly, everyone wants to speak Spanish.
$DUOL https://t.co/N02BAkOTWd
Duolingo saw a 35% increase in Spanish learners last night.
Is this what a one-night stand feels like? https://t.co/acf0DZczhh tweet
Offshore
Photo
The Few Bets That Matter
Speaking more than one language is useless.
Until you put hot Latina dancers on stage at one of the biggest events in the world.
Suddenly, everyone wants to speak Spanish.
$DUOL https://t.co/PnQxV31Ftw
tweet
Speaking more than one language is useless.
Until you put hot Latina dancers on stage at one of the biggest events in the world.
Suddenly, everyone wants to speak Spanish.
$DUOL https://t.co/PnQxV31Ftw
Duolingo saw a 35% increase in Spanish learners last night.
Is this what a one-night stand feels like? https://t.co/acf0DZczhh tweet
Offshore
Video
Brady Long
RT @thisdudelikesAI: Just watched our junior PM write 23 test cases in 18 minutes and she doesn't know a single line of code...
We've been using @testmuai's KaneAI for the past month and it's genuinely breaking my brain about what's possible with QA automation.
Here's what happened:
She opened a Jira ticket, described the feature in plain English, and KaneAI generated the entire test suite (login flows, edge cases, API validations, database checks)
Then our UI changed (because of course it did).
Normally that means:
→ tests break
→ automation engineer drops everything
→ 4 hours rewriting XPath selectors
→ QA becomes the bottleneck again
With KaneAI: tests auto-healed during execution.
It understood the original intent and adapted to the new UI structure. zero manual fixes.
This part's wild... it handles TOTP authentication automatically.
If you've ever tried to automate 2FA flows you know this alone is worth the price of admission.
Test debt dropped 60% in 3 weeks. Anyone who understands user behavior can now contribute to test coverage.
We never realized it but the bottleneck was translation. By that I mean turning "here's what should happen" into "here's the executable code that validates it"
Turns out AI is pretty good at translation.
Free trial: https://t.co/nArHvT10WS
tweet
RT @thisdudelikesAI: Just watched our junior PM write 23 test cases in 18 minutes and she doesn't know a single line of code...
We've been using @testmuai's KaneAI for the past month and it's genuinely breaking my brain about what's possible with QA automation.
Here's what happened:
She opened a Jira ticket, described the feature in plain English, and KaneAI generated the entire test suite (login flows, edge cases, API validations, database checks)
Then our UI changed (because of course it did).
Normally that means:
→ tests break
→ automation engineer drops everything
→ 4 hours rewriting XPath selectors
→ QA becomes the bottleneck again
With KaneAI: tests auto-healed during execution.
It understood the original intent and adapted to the new UI structure. zero manual fixes.
This part's wild... it handles TOTP authentication automatically.
If you've ever tried to automate 2FA flows you know this alone is worth the price of admission.
Test debt dropped 60% in 3 weeks. Anyone who understands user behavior can now contribute to test coverage.
We never realized it but the bottleneck was translation. By that I mean turning "here's what should happen" into "here's the executable code that validates it"
Turns out AI is pretty good at translation.
Free trial: https://t.co/nArHvT10WS
tweet
The Few Bets That Matter
$XVIVO was a great narrative but not a serious one when it came to competing with $TMDX.
On the contrary, they confirmed that $TMDX potential is as big as bulls thought.
👇
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$XVIVO was a great narrative but not a serious one when it came to competing with $TMDX.
On the contrary, they confirmed that $TMDX potential is as big as bulls thought.
👇
Xvivo results reaffirm that $TMDX market share is not being threatened.
These results confirm the potential of the European and international markets.
$TMDX continues to execute and they aim to acquire even more transplant centers as clients this year, further expanding OCS’s reach.
As trials expand and reach their goals, it’ll become malpractice not to use OCS technology whenever possible, which will strengthen the moat and raise entry barriers. tweet
X (formerly Twitter)
Matheus Lonning (@mathlonning) on X
Xvivo results reaffirm that $TMDX market share is not being threatened.
These results confirm the potential of the European and international markets.
$TMDX continues to execute and they aim to acquire even more transplant centers as clients this year,…
These results confirm the potential of the European and international markets.
$TMDX continues to execute and they aim to acquire even more transplant centers as clients this year,…
Offshore
Video
Startup Archive
Facebook VP of Growth Alex Schultz: “Startups should not have growth teams”
It’s easy to forget that Facebook didn’t create their growth team until 2007, when they already had tens of millions of users.
Alex points out a common mistake startups often make:
“Startups should not have growth teams. The whole company should be the growth team. The CEO should be the head of growth. You need someone to set a north star for you about where the company wants to go and that person needs to be the person leading the company, from what I’ve seen.”
At Facebook, Mark Zuckerberg selected monthly active users as the north star metric he made the world hold the company accountable to. At WhatsApp, Jan Koum published daily sends. Airbnb chose nights booked and benchmarked themselves against the largest hotel chains in the world.
Alex continues:
“When you’re operating for growth, it is critical that you have that north star and define it as a leader. The reason this matters is the second you have more than one person working on anything, you cannot control what everyone is doing… And the thing is, it’s not clear to everybody what the most important thing is for a company.”
For example, Jan could’ve chosen monthly active users for the North Star metric of WhatsApp, but if a person uses it once a month, is WhatsApp really their primary messaging app?
Picking a north star metric and holding the entire company accountable to it helps ensure that when an engineer and designer go to build that new feature, they’re optimizing for the right thing.
But if you’re the CEO, don’t get too caught on picking the perfect north star metric. Alex explains:
“They’re probably all correlated to each other, so it’s fine to pick almost any metric. Whichever one you feel best about, that aligns with your mission and values, go for that one. But realistically, DAUs is fairly correlated to MAUs. We could have gone with either one…. Pick the one that fits with you and that you know you’re going to be able to stick with for a long time. But have a north star.”
Video source: @ycombinator (2014)
tweet
Facebook VP of Growth Alex Schultz: “Startups should not have growth teams”
It’s easy to forget that Facebook didn’t create their growth team until 2007, when they already had tens of millions of users.
Alex points out a common mistake startups often make:
“Startups should not have growth teams. The whole company should be the growth team. The CEO should be the head of growth. You need someone to set a north star for you about where the company wants to go and that person needs to be the person leading the company, from what I’ve seen.”
At Facebook, Mark Zuckerberg selected monthly active users as the north star metric he made the world hold the company accountable to. At WhatsApp, Jan Koum published daily sends. Airbnb chose nights booked and benchmarked themselves against the largest hotel chains in the world.
Alex continues:
“When you’re operating for growth, it is critical that you have that north star and define it as a leader. The reason this matters is the second you have more than one person working on anything, you cannot control what everyone is doing… And the thing is, it’s not clear to everybody what the most important thing is for a company.”
For example, Jan could’ve chosen monthly active users for the North Star metric of WhatsApp, but if a person uses it once a month, is WhatsApp really their primary messaging app?
Picking a north star metric and holding the entire company accountable to it helps ensure that when an engineer and designer go to build that new feature, they’re optimizing for the right thing.
But if you’re the CEO, don’t get too caught on picking the perfect north star metric. Alex explains:
“They’re probably all correlated to each other, so it’s fine to pick almost any metric. Whichever one you feel best about, that aligns with your mission and values, go for that one. But realistically, DAUs is fairly correlated to MAUs. We could have gone with either one…. Pick the one that fits with you and that you know you’re going to be able to stick with for a long time. But have a north star.”
Video source: @ycombinator (2014)
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