Offshore
Video
Brady Long
RT @polyaivoice: PolyAI has raised $200M from Nvidia, Khosla Ventures, and multiple top VCs.
We're one of the fastest-growing companies in the UK, and we handle 500M+ calls for:
• Marriott
• PG&E
• Gordon Ramsay's restaurants
• And 3,000 more real deployments
Which means that if you've ever called them, chances are you've talked to our voice agents.
Every restaurant we onboard books thousands in revenue within 30 days.
But how?
Because PolyAI works 24/7, answering every call in <2 seconds, and we also:
• switch between 45+ languages
• handle payments & cancellations
• verify identities
• and even upsell your services
if you want to try creating an agent with polyai, we built agent studio lite to make it easy. just enter any url, and in 5 minutes it will analyze your website and build a working agent.
we're opening early access to a limited number of people. comment "polyai" and we'll add you to the waitlist and give you 3 months for free!
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RT @polyaivoice: PolyAI has raised $200M from Nvidia, Khosla Ventures, and multiple top VCs.
We're one of the fastest-growing companies in the UK, and we handle 500M+ calls for:
• Marriott
• PG&E
• Gordon Ramsay's restaurants
• And 3,000 more real deployments
Which means that if you've ever called them, chances are you've talked to our voice agents.
Every restaurant we onboard books thousands in revenue within 30 days.
But how?
Because PolyAI works 24/7, answering every call in <2 seconds, and we also:
• switch between 45+ languages
• handle payments & cancellations
• verify identities
• and even upsell your services
if you want to try creating an agent with polyai, we built agent studio lite to make it easy. just enter any url, and in 5 minutes it will analyze your website and build a working agent.
we're opening early access to a limited number of people. comment "polyai" and we'll add you to the waitlist and give you 3 months for free!
tweet
Offshore
Photo
God of Prompt
🚨BREAKING: xAI just dropped Grok 4.20 and it’s a team of 4 university professor–level agents
This is not a normal model release.
It’s four specialized agents running in parallel, reasoning together before you ever see the answer.
Not one brain guessing.
Four experts cross-checking.
Here’s what that means:
• Problems get decomposed instead of brute-forced
• Assumptions get challenged internally
• Reasoning paths get compared before output
• Forecasts feel structured, not improvised
This is the first time Grok feels less like a chatbot
and more like a thesis committee reviewing your question.
Most AI upgrades are marginal.
This one is architectural.
What do you guys think?
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🚨BREAKING: xAI just dropped Grok 4.20 and it’s a team of 4 university professor–level agents
This is not a normal model release.
It’s four specialized agents running in parallel, reasoning together before you ever see the answer.
Not one brain guessing.
Four experts cross-checking.
Here’s what that means:
• Problems get decomposed instead of brute-forced
• Assumptions get challenged internally
• Reasoning paths get compared before output
• Forecasts feel structured, not improvised
This is the first time Grok feels less like a chatbot
and more like a thesis committee reviewing your question.
Most AI upgrades are marginal.
This one is architectural.
What do you guys think?
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: A balanced mix of beta across four quality stocks — all trading at attractive valuations relative to their growth
1. $MA 26x | 16% | 1.62x
2. $APP 24x | 28% | 0.85x
3. $MSFT 23x | 16% | 1.44x
4. $SPGI 20x | 13% | 1.54 https://t.co/cIQQRtyolT
tweet
RT @DimitryNakhla: A balanced mix of beta across four quality stocks — all trading at attractive valuations relative to their growth
1. $MA 26x | 16% | 1.62x
2. $APP 24x | 28% | 0.85x
3. $MSFT 23x | 16% | 1.44x
4. $SPGI 20x | 13% | 1.54 https://t.co/cIQQRtyolT
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Offshore
Photo
The Few Bets That Matter
$AAPL made a decision not to participate in AI.
They aren’t late, they aren’t behind, they aren’t stupid. Tim Cook is a finance mogul; not an innovator, not a designer, not reckless.
That’s exactly what Wall Street loves about $AAPL.
They chose not to participate because they knew it was financially unsound, and that the market would react negatively on FCF reduction at one point, which isn’t what their shareholders want. They don’t want massive growth. They want stability.
Tim Cook is one of the best CEO because he understands the Street’s expectations, and meets them.
This is why $AAPL trades at a premium.
When it comes to AI, they’ll simply use third-party services, pay for them with their billions in cash flow, and move on. Or build out later.
Distribution and users are what matter. At the end of the day, most users will access AI through their iPhone.
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$AAPL made a decision not to participate in AI.
They aren’t late, they aren’t behind, they aren’t stupid. Tim Cook is a finance mogul; not an innovator, not a designer, not reckless.
That’s exactly what Wall Street loves about $AAPL.
They chose not to participate because they knew it was financially unsound, and that the market would react negatively on FCF reduction at one point, which isn’t what their shareholders want. They don’t want massive growth. They want stability.
Tim Cook is one of the best CEO because he understands the Street’s expectations, and meets them.
This is why $AAPL trades at a premium.
When it comes to AI, they’ll simply use third-party services, pay for them with their billions in cash flow, and move on. Or build out later.
Distribution and users are what matter. At the end of the day, most users will access AI through their iPhone.
Everyone but Apple $AAPL for some reason https://t.co/HKxUyvXkM7 tweet
Offshore
Photo
Benjamin Hernandez😎
$ATOM STRONG BUY BREAKOUT
$ATOM +31.63% on 4x relative volume. The $5.16 level was a major supply zone that just got "nuked" by a daily engulfing candle.
Strong Buy rating + Bullish Flag breakout = high probability of a move to $7.50.
$ASST $BMNR $OPEN $RR $BYND https://t.co/Z9TMAS8HUC
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$ATOM STRONG BUY BREAKOUT
$ATOM +31.63% on 4x relative volume. The $5.16 level was a major supply zone that just got "nuked" by a daily engulfing candle.
Strong Buy rating + Bullish Flag breakout = high probability of a move to $7.50.
$ASST $BMNR $OPEN $RR $BYND https://t.co/Z9TMAS8HUC
tweet
Michael Fritzell (Asian Century Stocks)
RT @CCM_Brett: Since the fiscal year ending in March, 2019, $NTDOY has returned $11.9 billion in capital to shareholders
tweet
RT @CCM_Brett: Since the fiscal year ending in March, 2019, $NTDOY has returned $11.9 billion in capital to shareholders
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Offshore
Video
Startup Archive
Dylan Field on his biggest learnings from Figma’s 0 to 1 phase
Figma’s 0 to 1 phase was notoriously long. The company was founded in 2012, but it took four years before they publicly launched their product in 2016. Figma co-founder Dylan Field reflects on what he learned from this period:
“From August 2012 to June of 2013, that was a period where we were pivoting constantly trying lots of things. But then we had a thesis, felt like there was an opportunity, and started to build it out more. Then it was like, ‘Okay, this is going to take a while.’ In retrospect, we were lucky to have raised money and have resources, but I should have hired faster once we started to get signal from the market that we had product/market fit.”
Dylan recalls going to a user study with a friend who was a designer at Coursera. The following day, his friend sent over a 12-page document listing all of the stuff he wanted Dylan to build into Figma.
“I should’ve taken something like that and gone, ‘Okay, this is clear product/market pull.’ The market was pulling the product out of us. I should’ve then gone and hired faster. But instead I was still very cautious. And so that’s something where I wish — if I could go back in time — we would’ve gone a little faster there.”
Sam Altman gives similar advice:
“In the early days, when you’re experimenting and zig zagging, you’re like a fast little speed boat and want to be able to turn the whole company on a dime. You can’t do that if you’re a big company—cash burn aside, which is another problem. The flexibility of the company basically decreases with the square of the number of employees, so you want to stay really small until you’re sure things are working. Once things are working, then you can get really big.”
Video source: @ycombinator (2025)
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Dylan Field on his biggest learnings from Figma’s 0 to 1 phase
Figma’s 0 to 1 phase was notoriously long. The company was founded in 2012, but it took four years before they publicly launched their product in 2016. Figma co-founder Dylan Field reflects on what he learned from this period:
“From August 2012 to June of 2013, that was a period where we were pivoting constantly trying lots of things. But then we had a thesis, felt like there was an opportunity, and started to build it out more. Then it was like, ‘Okay, this is going to take a while.’ In retrospect, we were lucky to have raised money and have resources, but I should have hired faster once we started to get signal from the market that we had product/market fit.”
Dylan recalls going to a user study with a friend who was a designer at Coursera. The following day, his friend sent over a 12-page document listing all of the stuff he wanted Dylan to build into Figma.
“I should’ve taken something like that and gone, ‘Okay, this is clear product/market pull.’ The market was pulling the product out of us. I should’ve then gone and hired faster. But instead I was still very cautious. And so that’s something where I wish — if I could go back in time — we would’ve gone a little faster there.”
Sam Altman gives similar advice:
“In the early days, when you’re experimenting and zig zagging, you’re like a fast little speed boat and want to be able to turn the whole company on a dime. You can’t do that if you’re a big company—cash burn aside, which is another problem. The flexibility of the company basically decreases with the square of the number of employees, so you want to stay really small until you’re sure things are working. Once things are working, then you can get really big.”
Video source: @ycombinator (2025)
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