@TheRealJunto Warbucks

Warbucks posts on X about ai, in the, investment, we are the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

[--] Week [-------] -17%
[--] Month [---------] +421,361%
[--] Months [---------] +20,889%
[--] Year [---------] +888%

Mentions: [--] #

[--] Week [--] +79%
[--] Month [--] +3,100%
[--] Months [--] +636%
[--] Year [--] +188%

Followers: [-------] #

[--] Week [-----] +2.80%
[--] Month [-----] +6.90%
[--] Months [-----] +9.30%
[--] Year [-----] +9%

CreatorRank: [-------] #

Social Influence

Social category influence technology brands 25.56% finance 18.8% stocks 18.05% cryptocurrencies 3.01% financial services 1.5% social networks 0.75% automotive brands 0.75% celebrities 0.75% travel destinations 0.75% countries 0.75%

Social topic influence ai 24.06%, in the 6.02%, investment 5.26%, we are 4.51%, business 4.51%, this is 3.76%, palantir 3.76%, agi 3.76%, just a 3.76%, databricks 3.76%

Top accounts mentioned or mentioned by @ssankar @dharmesh @alighodsi @jawwwn @buccocapital @impatientcap @robeducated @zoomyzoomm @qtrresearch @dalibali2 @simonkhalaf @agnostoxxx @qualityinvest5 @bucketshopcap @lsvalue @gabrielroth @beijingpalmer @nachkari @neckarvalue @nycasp

Top assets mentioned Alphabet Inc Class A (GOOGL) Twilio, Inc. (TWLO) Microsoft Corp. (MSFT) MongoDB, Inc. (MDB) ServiceNow Inc (NOW) HUBSPOT, INC. (HUBS) Paycom Software Inc (PAYC) Confluent, Inc. (CFLT) Bill.com Holdings, Inc. (BILL) Unity Software Inc. (U) Carvana Co. (CVNA) Veeva Systems, Inc. (VEEV) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) Snowflake Inc. (SNOW) Noble Corporation (NE) Tesla, Inc. (TSLA) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last [--] hours

"AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software"
X Link 2026-02-03T18:10Z [----] followers, 238.4K engagements

"@agnostoxxx First of all this is false Second if you knew what you were talking about youd know that about half of SaaS companies report off cycle so they report in the next few weeks. CEOs cannot buy before that Third countless share repurchase authos have been announced"
X Link 2026-02-09T03:50Z [----] followers, [---] engagements

"Dear Generalists 70%+ of commercial SaaS code is free open source. Multi-billion $ moats have been built on top of free software for decades If your thesis is cheaper/faster dev cycles kills SaaS youre [--] years late. The product isn't the code"
X Link 2026-02-15T03:14Z [----] followers, 94K engagements

"LLMs are phenomenal productivity tools for those fine with mediocrity"
X Link 2026-02-13T16:21Z [----] followers, [---] engagements

"truly wild that Google published its transformer paper in [----] as open research which ended up being the spark for the entire LLM wave dunno but prob should have kept that paper internal"
X Link 2026-02-14T14:22Z [----] followers, [---] engagements

"Wait did I readThoma Bravos SaaS businesses are accelerating"
X Link 2026-02-04T20:03Z [----] followers, 74.6K engagements

"RT @jawwwn_: Palantir CTO @ssankar: Americans are being lied to about AI. "On one end you have extreme doomerism this idea that AI will"
X Link 2026-02-13T21:22Z [----] followers, [--] engagements

"@QualityInvest5 $VEEV $MDB $CRWD $NET $SNOW"
X Link 2026-02-14T22:42Z [----] followers, [---] engagements

"@bucketshopcap A lot of people at my firm are reducing software exposure only because of price action and fear of the next shoe to drop. Definitely not the move of a fundamental investor"
X Link 2026-02-15T15:44Z [----] followers, [----] engagements

"@buccocapital Classic fast-talking VC propagating consensus takes as insight"
X Link 2026-02-15T17:15Z [----] followers, [----] engagements

"Benioff has implied the challenge for Agentforce is striking the right balance between probabilistic models (LLMs) and deterministic tools (ML) Translation agentic AI hallucinates which is a problem in corporate settings Bad for agentic adoption good for SaaS terminal values The bull thesis for SAAS in a nutshell A probabilistic tool where hallucinations are an unavoidable feature will never replace deterministic software en masse The bull thesis for SAAS in a nutshell A probabilistic tool where hallucinations are an unavoidable feature will never replace deterministic software en masse"
X Link 2026-02-15T17:31Z [----] followers, [----] engagements

"@ImpatientCap @buccocapital They tried in [----] which was a disaster"
X Link 2026-02-15T18:08Z [----] followers, [--] engagements

"@RobEducated Said someone who is a narrative gambler with no strategy"
X Link 2026-02-15T23:28Z [----] followers, [----] engagements

"This is why Yann LeCun the Godfather of AI is so bearish on LLMs ever reaching AGI Its not possible with OpenAI and Anthropics current approach Great at language. Structurally prone to hallucinations. Less common sense than a house cat to use LeCuns exact words The BIGGEST lie in AI LLMs right now is It learns. We are confusing a Context Window with a Brain. They are not the same thing. The cold reality is that AGI is much further away than the hype suggests. [--]. The "Read-Only" Problem Your brain physically changes when you learn. The BIGGEST lie in AI LLMs right now is It learns. We are"
X Link 2026-02-16T16:21Z [----] followers, [----] engagements

"Lovables product is literally vibe codingand they chose to use HubSpot instead Do as AI say not as AI do Amidst all the "everyone will vibecode all software" talk interesting that Lovable recently started using Hubspot. Good thoughts from @dharmesh on it: https://t.co/kOZPJaucgJ Amidst all the "everyone will vibecode all software" talk interesting that Lovable recently started using Hubspot. Good thoughts from @dharmesh on it: https://t.co/kOZPJaucgJ"
X Link 2026-02-17T03:59Z [----] followers, [----] engagements

"@LSValue Proper investing is about accurately assessing a companys return on incremental capital compared to whats reflected in the valuation. With the three important words being: incremental return and valuation. Somehow investors often forget at least one of these words"
X Link 2019-04-05T02:41Z [----] followers, [--] engagements

"@gabrielroth @BeijingPalmer Losing in Tennis but winning in life"
X Link 2019-06-06T16:58Z [----] followers, [--] engagements

"Masa Son is a lucky momo investor at best and a recklessly irresponsible allocator at worst"
X Link 2019-09-13T15:26Z [----] followers, [--] engagements

"There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self. -Ernest Hemingway Credit: Bloomberg Terminal"
X Link 2019-09-25T12:09Z [----] followers, [--] engagements

"If your Hedge Fund changes names and begins marketing on Twitter you should prob redeem. #ochziff What is Sculptor https://t.co/lZPFFRW1JN #sculptorcm https://t.co/89169Ql1G2 What is Sculptor https://t.co/lZPFFRW1JN #sculptorcm https://t.co/89169Ql1G2"
X Link 2019-09-28T02:43Z [----] followers, [--] engagements

"@nachkari Without the permanent capital via Pershing Square Holdings Ackman likely wouldve converted to a family office during the tough years (15-18). Launching PS Holdings was arguably his most savvy career move"
X Link 2022-03-29T20:59Z [----] followers, [--] engagements

"Fintwit Im trying to figure out whats the lowest risk way to get a minimum 5% cash yield (to support a family) with upside appreciation. Any strong thoughts"
X Link 2022-04-28T00:16Z [----] followers, [--] engagements

".suffice to say I didn't get the job. A few years later I reinterviewed at the same fund. I mentioned to the same CIO that I was long Tesla. He laughed didn't hear my pitch and said "every hedge fund is short. They are going bankrupt. I hope you didn't invest a lot""
X Link 2022-09-01T04:09Z [----] followers, [--] engagements

"@NeckarValue Keep in mind while laffont has been successful he chases names. Hes rarely first in big winners. He shows up late once the story has been proven out. Its possible hes doing the same thing with the macro saying nothing new just riding the trend thats already there"
X Link 2022-11-18T23:51Z [----] followers, [--] engagements

"Contradiction #1: Its consensus that LLMs are commoditized yet a commodity will steal the economic value from SaaS going forward"
X Link 2026-02-05T17:01Z [----] followers, [----] engagements

"going to lead a coup dtat at MS TMT wear your patagonias so I can distinguish investors from management tackling any software mgmt team not aggressively slashing costs"
X Link 2026-02-05T23:02Z [----] followers, [----] engagements

"Contradiction #5 SaaS seeing slow traction of agentic AI despite having all data workflow domain knowledge and context Yet AI labs with basically no domain knowledge are assumed to be successful Yet its the exact same tech being utilized"
X Link 2026-02-06T14:54Z [----] followers, [---] engagements

"Why SaaS incumbents have the advantage in AI https://www.linkedin.com/posts/thoma-bravo_hyland-ceo-jitesh-ghai-at-thoma-bravos-ai-activity-7424139355440709632-TXASutm_medium=ios_app&rcm=ACoAAANi_7gBsNEq72KvIbtkGuW-dlJAsxEBAQs&utm_source=social_share_video_v2&utm_campaign=copy_link https://www.linkedin.com/posts/thoma-bravo_hyland-ceo-jitesh-ghai-at-thoma-bravos-ai-activity-7424139355440709632-TXASutm_medium=ios_app&rcm=ACoAAANi_7gBsNEq72KvIbtkGuW-dlJAsxEBAQs&utm_source=social_share_video_v2&utm_campaign=copy_link"
X Link 2026-02-06T16:57Z [----] followers, [---] engagements

"False alarm. Orange line is SaaS white line is bitcoin. Extremely high correlation Turns out SaaS just needs bitcoin to recover. All roads lead to tendies on Reddit just like buffett taught us"
X Link 2026-02-07T18:13Z [----] followers, [----] engagements

"@zoomyzoomm This is straight up wrong. Okta Veeva Guidewire Tyler Manhattan ServiceNow etc. Half of SaaS hasnt reported yet too"
X Link 2026-02-09T03:58Z [----] followers, [----] engagements

"Just a friendly reminder that Databricks and Palantir both growing 60%+ with $5B ARR are SOFTWARE companies"
X Link 2026-02-09T19:00Z [----] followers, 16.5K engagements

"Something important about Ali to contextualize his comments: Hes brilliant but hyper paranoid. He always thinks the market is about to implode. Hes worried disruption is around the corner whether it be Databricks or the whole software sector. Hes always been this way Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one https://t.co/wBwgP8av5F Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but"
X Link 2026-02-10T19:24Z [----] followers, [----] engagements

"going to be hilarious when the company considered highly vulnerable to AI accelerates because of AI $HUBS"
X Link 2026-02-12T12:12Z [----] followers, [----] engagements

"@NYCASP April fools Cuz u must be joking"
X Link 2018-04-02T11:34Z [----] followers, [--] engagements

"Raising rates is intended to decel the economy to contain inflation but if inflation is being caused by shortages caused by a pandemic and a war then how the hell is quickly raising rates going to accomplish anything productive"
X Link 2022-03-16T18:23Z [----] followers, [--] engagements

"A Tiger tale that helped me ultimately realize how much of the hedge fund game is about confidence"
X Link 2022-09-01T04:09Z [----] followers, [---] engagements

".I gave my first stock pitch to the CIO of $3B Tiger cub. I was [--] in [----] and trying to break into the industry. I didn't know shit about anything (still dont). I had however overdosed on Buffett so I prepared a pitch on a company with a clear moat. I went with Costo"
X Link 2022-09-01T04:09Z [----] followers, [--] engagements

".that hedge fund closed for underperformance in [----]. I have seen the CIO several times since and he has not lost a shred of confidence While he sails off into the sunset I am still unemployed and trying to find an investment job"
X Link 2022-09-01T04:09Z [----] followers, [--] engagements

"Theres a reputable concentrated long only w/ $1.5B AUM looking for analyst w/ 2-4 yrs of relevant experience (modeling skills valuation analysis etc). Its an analyst program (2-3 yrs then you move on). Great job if youre looking to break into public markets DM if interested"
X Link 2022-09-20T23:31Z [----] followers, [---] engagements

"During the COVID software bubble $TWLO was valued at 75x gross profit at peak. Today its 3x"
X Link 2023-01-12T22:33Z [----] followers, 90.3K engagements

"Sometimes I think I'm a talented investor Until I remember that George Soros & Jim Rogers 43x'd Quantum Fund from 1970-1977. That's a 71% annualized return vs. 0% return for the Dow Meanwhile my PA is up 5% YTD and I feel the urge to brag"
X Link 2023-01-23T16:10Z [----] followers, 11.8K engagements

"In an interview w/ a Tiger cub I asked the PM if he went to biz school (his wife went to HBS) He responded no business school is where you go when you suck at this job. Whats funny is that this PM is widely considered to be humble. Says a lot about the HF biz Had convo with colleague about Bschool today - my view is theres only [--] schools worth going to (HBS GSB and Booth) others lead you down a dark hole of begrudgingly going to banking. Thoughts Had convo with colleague about Bschool today - my view is theres only [--] schools worth going to (HBS GSB and Booth) others lead you down a dark hole"
X Link 2023-02-14T02:48Z [----] followers, 223.1K engagements

"Imagine being Dylan Field You bust your ass building Figma from scratch. You scale to $400M despite the impossible Then Adobe offers to pay you $20B creating one of the biggest paydays in history Until the U.S. government says: Nope. You must keep working Dylan"
X Link 2023-02-23T23:19Z [----] followers, 151.9K engagements

"I interviewed at Abdiel and while I bombed I wasnt disappointed. The firms allure diminished post interview Got fed several Buffett quotes and almost puked Investment is most intelligent when it is most businesslike K thx youre down 80%"
X Link 2023-03-23T18:55Z [----] followers, 31.7K engagements

"Heard Ken plans to organize Harvard professors into pods and fire them every [--] months Wait but which name will they go with Surveyor school of Science Ashler school of Art https://t.co/RdBI4W8xWP Wait but which name will they go with Surveyor school of Science Ashler school of Art https://t.co/RdBI4W8xWP"
X Link 2023-04-12T12:45Z [----] followers, [----] engagements

"Just passed Jim Simons walking my dog. Turns out he lives on my block and loves cigarettes My wife didnt give a shit so Im telling you"
X Link 2023-05-31T00:57Z [----] followers, 48.3K engagements

"Life conundrum in your 30s: 1) the best job opportunities are in major cities 2) the best place to spend free time is in nature 3) the best place to raise a family is the suburbs"
X Link 2023-06-22T02:10Z [----] followers, 61.9K engagements

"Its interesting that the [--] best investors ever - Buffett Greenblatt and Sleep - all returned outside capital ASAP At some point quality of life matters. Im surprised more successful investors dont do the same"
X Link 2023-07-07T12:12Z [----] followers, 79.4K engagements

"When I was young I thought a successful career was retiring ASAP Now I realize nothing is better than feeling productive stimulated & engaged. All of which are antithetical to retirement Ironically Ive never felt more liberated than once I realized that Ill work forever"
X Link 2023-09-06T18:05Z [----] followers, [----] engagements

"Schwarzman came from Lehman a bank that never embraced casual work attire unlike every other bulge bracket investment bank Look good play good was Lehmans mantra Ivan Boesky wore a three-piece suit long after everyone else stopped Not adapting = Ominous @NiceQuarterGuys Dont apply at Blackstone. Friend who works there was in elevator one morn w/ a colleague who was tie-less. Steve Schwarzman gets in the elevator says good morning and they all get off on diff floors. Guy withoutthe tie gets a call from HR & that was his last day. True story. @NiceQuarterGuys Dont apply at Blackstone. Friend"
X Link 2023-09-09T20:54Z [----] followers, 15.6K engagements

"Software PM at Millennium apparently blowing up after two -40% earnings moves $PAYC $CFLT"
X Link 2023-11-02T15:22Z [----] followers, 86.8K engagements

"midcap software w/ SMB exposure is reminiscent of the red wedding in Game of Thrones Everyone is dying $BILL $CFLT $FTNT $PAYC"
X Link 2023-11-02T20:36Z [----] followers, 11.7K engagements

"Tegus settled the GOAT debate. No Warren Buffett is not the GOAT. Its Reece Duca at IGSB. Reece Duca most likely has the best investment track record ever 1/5"
X Link 2023-11-08T20:52Z [----] followers, 181.4K engagements

"Reece turned $2k in his PA into many billions by running a concentrated portfolio over the past [--] decades. Never took a penny of outside capital. No fees no bonuses. Just returns from investing his own money. Some of his best wisdom/insights from his only public interview: 2/5"
X Link 2023-11-08T20:52Z [----] followers, 13.5K engagements

"Complexity is the barrier to good outcomes. Simply your life. We often put 70-80% of capital in [--] ideas. You cant do that in the investment business Few companies are exceptional. Customers must be fanatically reliant on the product for the company to be exceptional 3/5"
X Link 2023-11-08T20:52Z [----] followers, 25.1K engagements

"I never cared about money. I needed to provide for my family. I just cared about helping others doing work Im proud of and working with people I care about and respect. The best determinant of a successful investment is the business model that underpins the company. 4/5"
X Link 2023-11-08T20:52Z [----] followers, 14.3K engagements

"I think about companies as having [--] important ecosystems: product market fit and the go to market strategy. Successful companies must get both right. 5/5"
X Link 2023-11-08T20:52Z [----] followers, 11.6K engagements

"Drawdown from ATH of select COVID darlings. -77% $JD -79% $BILL -81% $PYPL -82% $DOCU -84% $U -85% $TWLO -89% $SE -89% $CVNA -99% $FTCH And none are likely to ever come back"
X Link 2023-12-13T17:25Z [----] followers, 31.1K engagements

"@sidecarcap Check out chapter [--] of Hedge Fund Market Wizards by Jack Schwager. Chapter [--] is dedicated exclusively to Jamie Mai. Charlie Ledley runs a fund called Liminality Capital with his ex-Highfields colleagues"
X Link 2023-12-28T03:48Z [----] followers, [----] engagements

"Michael Platt's BlueCrest is up 33x since [----] (by comparison Citadel's Wellington the crown jewel of the multi strat hedge fund world is up 3.8x) Only one way to get Platt's absurd result Front running (read cheating)"
X Link 2024-01-05T17:32Z [----] followers, 144K engagements

"@skew_good4u @ptuomov If you dont have time to read the book then read this: https://en.m.wikipedia.org/wiki/Flash_Boys https://en.m.wikipedia.org/wiki/Flash_Boys"
X Link 2024-01-05T21:31Z [----] followers, [----] engagements

"An updated list of management statements that are major 🚩🚩🚩 Look I have [--] years of experience We like new competition. It keeps us honest. We have a balanced capital allocation plan AI is nothing new to us The market is rewarding growth / margins right now"
X Link 2024-01-11T19:19Z [----] followers, [----] engagements

"PE has acquired [--] of my software holdings in the past year. Alteryx Qualtrics Coupa and now Everbridge. New poll. Which software company will be acquired next $ESTC $GLBE $U $TWLO $ESTC $GLBE $U $TWLO"
X Link 2024-02-05T15:16Z [----] followers, [----] engagements

"4x Ev/sales floor valuation for software Private Equity Software Deals https://t.co/PqnIo3t7QT Private Equity Software Deals https://t.co/PqnIo3t7QT"
X Link 2024-04-09T13:09Z [----] followers, [----] engagements

"I passed the legend himself enjoying an evening walk with his wife this time last year. Hope to be doing that when Im [--] RIP Jim Simons"
X Link 2024-05-10T16:28Z [----] followers, 38.2K engagements

"the most thoughtful software investors Ro Nagpal Holocene Alex Adamson Oberndorf Evan Stanleigh Tiger Global Jeremy Simon Balyasny Tim Brown XN John Oh Arena Marshall Bush Baleen (former Third Point) Eric Cheung JPM feel like an idiot whenever I talk w/ these dudes"
X Link 2024-07-22T19:51Z [----] followers, 98.5K engagements

"@JaredKubin Wouldnt be close :) Jokes aside I know several of those guys too. Respect Tariq and Jon a lot. Very smart but prefer more LT thinkers. I included Jeremy (despite working at Baly) given hes new to the pod world (former Viking). Assume he got a huge guarantee and said f*ck it"
X Link 2024-07-22T20:35Z [----] followers, [----] engagements

"Buy $PCOR today sell in [--] years up 100%+"
X Link 2024-08-02T13:54Z [----] followers, [----] engagements

"100%. The tax of impression management is one of the greatest hidden costs in life The most valuable personal finance asset is not needing to impress anyone. Morgan Housel The most valuable personal finance asset is not needing to impress anyone. Morgan Housel"
X Link 2024-09-10T00:47Z [----] followers, [----] engagements

"Marc Benioff clearly has contempt for the investment community. He keeps passive aggressively bashing the crowd at GS conference. Within a few mins hes called the crowd boring and poor and uninteresting 😂"
X Link 2024-09-11T18:50Z [----] followers, 26.9K engagements

"Welp it's time to go levered long $INTU. My favorite contra (@sprucepointcap) just released a SELL report. Returns if you went long their shorts $XPO +629% $PLNT +590% $SMCI +476% $AXON +459% $CVNA +297% $PTC +237% $DXCM +98% $IOT +92%"
X Link 2024-09-20T17:50Z [----] followers, 36.9K engagements

"Bill Gates meeting Warren Buffett who allegedly influenced Gates to diversify his net worth was the most value destructive relationship in history If Bill Gates had never sold a share of Microsoft he would be worth more than $1.5 trillion today 🤯 $MSFT"
X Link 2024-10-13T01:06Z [----] followers, 15.9K engagements

"Thoma Bravo explaining why legacy SaaS will beat AI start-ups: we believe established software platforms such as Salesforce SAP Microsoftwill be more durable despite the risks of AI disruption to their businesses. https://www.thomabravo.com/ideas/the-risky-bet-by-ai-start-ups https://www.thomabravo.com/ideas/the-risky-bet-by-ai-start-ups"
X Link 2026-01-15T03:38Z [----] followers, [---] engagements

"Fascinating article about a private investor generating outsized returns in Hong Kong. https://www.bloomberg.com/news/articles/2019-01-02/the-20-a-year-stock-picker-who-wishes-his-edge-would-disappear https://www.bloomberg.com/news/articles/2019-01-02/the-20-a-year-stock-picker-who-wishes-his-edge-would-disappear"
X Link 2019-01-02T21:05Z [----] followers, [---] engagements

"@zerohedge Article was discredited by US tech giants. Sensational reporting that wasnt true. https://www.google.com/amp/s/amp.theguardian.com/commentisfree/2018/oct/13/tech-giants-us-chinese-spy-chips-bloomberg-supermicro-amazon-apple https://www.google.com/amp/s/amp.theguardian.com/commentisfree/2018/oct/13/tech-giants-us-chinese-spy-chips-bloomberg-supermicro-amazon-apple"
X Link 2019-06-29T17:27Z [----] followers, [--] engagements

"@QTRResearch"
X Link 2019-08-08T12:36Z [----] followers, [--] engagements

"T. Boone increased what was left nearly 100x in less than a year betting on natural gas futures. He was capable of handling unimaginable volatility. Adding to the absurdity T. Boone did all of this in his seventies. RIP"
X Link 2019-09-11T21:27Z [----] followers, [--] engagements

"@QTRResearch Ridiculous. We need more powerful parody accounts that mock the political extremes in this case the regressive left"
X Link 2019-09-16T00:47Z [----] followers, [--] engagements

"Tencent's stock portfolio. Top [--] holdings equal $60 billion. This does not even include their ownership in hundreds of private companies. Tencent is the Berkshire Hathaway of Chinese tech"
X Link 2019-11-12T15:17Z [----] followers, [---] engagements

"Told a peer to avoid value investing in Chinese tech stocks. Strong biz models & competitive positioning are more important than a low multiple given the exponential rate of change in China. He said thx but ignored me. He bought $VIPS at $5 (+187%) & $MOMO at $24 (+55%). Fml"
X Link 2019-12-18T13:33Z [----] followers, [--] engagements

"Check mark ✅ is the new V-shaped recovery"
X Link 2020-05-06T13:28Z [----] followers, [--] engagements

"@BillBrewsterSCG You know how I know your dumb You went to Harvard Business School and wear hermes ties. OLeary actually said that to my colleague during a meeting. It was awesome"
X Link 2020-10-06T21:29Z [----] followers, [---] engagements

"Also inspiring: Julian Robertson didnt start Tiger Management until he was [--]. Charlie Munger didnt join Warren Buffett and Berkshire until he was [--] years old (in 1978). Let this be your friendly reminder that its never too late for you. https://t.co/XvOPz3RkxU Charlie Munger didnt join Warren Buffett and Berkshire until he was [--] years old (in 1978). Let this be your friendly reminder that its never too late for you. https://t.co/XvOPz3RkxU"
X Link 2020-12-20T16:59Z [----] followers, [---] engagements

"@LibertyRPF Pre IPO actually. Never lose with Koos"
X Link 2021-07-27T00:58Z [----] followers, [--] engagements

"Heard private equity is flat today. Damn those guys are good"
X Link 2021-09-28T16:11Z [----] followers, [---] engagements

"The older I get the more I realize its not about buying high quality businesses with durable competitive advantages blah blah Its about finding ideas with enormous gaps between the markets expectation and the future reality. Period"
X Link 2021-11-03T00:18Z [----] followers, [----] engagements

"@InnocenceCapit1 They dont. The first will work only if the second is true"
X Link 2021-11-03T00:30Z [----] followers, [--] engagements

"Monopolies love talking publicly about how awful everything is going"
X Link 2022-02-03T20:17Z [----] followers, [--] engagements

".I gave my detailed report to the CIO w/ a shitload of charts & numbers. He didn't even open it. "Your pitch is way too long and ironically we are short Costo." I explained why Costco is a good biz but he confidently and logically explained why the stock would underpeform"
X Link 2022-09-01T04:09Z [----] followers, [--] engagements

"Also hilarious. When interviewing I asked how the CIO was able to raise $78M when we was only [--]. Because I worked at Goldman Tiger and Viking. And Im the only guy who can say that"
X Link 2022-09-01T04:20Z [----] followers, [--] engagements

"SOTP by Barclays implies $180 per share $BABA"
X Link 2023-03-29T14:27Z [----] followers, [----] engagements

"@dalibali2 Dont worry Puru sold $S yday and replaced w/ $MDB"
X Link 2023-06-01T20:59Z [----] followers, [----] engagements

"@dalibali2 Id say Chinese internet more broadly (JD and Tencent look cheap too for example)"
X Link 2024-01-03T19:53Z [----] followers, [----] engagements

"@CuiBonoCapital In that case Platt will have a new roommate soon"
X Link 2024-01-05T17:46Z [----] followers, [----] engagements

"Gotta love HFs blasting the sell button on software forgetting they use software for every aspect of their job and easily pay $50-100K per analyst to software vendors which will continue to inflate. Bloomberg doesnt give a shit prices are going up and Citadel has to pay"
X Link 2026-01-30T05:16Z [----] followers, [---] engagements

"@jiahanjimliu Yea kinda like when 3-D printing came on the scene and it would disrupt supply chains. Turns out its just better to buy"
X Link 2026-02-04T01:44Z [----] followers, [----] engagements

"@Simonkhalaf Yes I understand how the stock market works Please give me one example of a large enterprise software company with deteriorating customer retention due to AI. Give me just one example market thinks this will happen. [--] years in and it has not. Even Adobe is hanging in there"
X Link 2026-02-04T01:48Z [----] followers, [----] engagements

"@marcusestes Im old enough to remember when cloud would kill SAP and Oracle"
X Link 2026-02-04T01:54Z [----] followers, [---] engagements

"@Simonkhalaf That is not a serious comment by a serious person"
X Link 2026-02-04T02:15Z [----] followers, [---] engagements

"@LOGOinvestor Your logic is sound and I totally agree with the point. But servicenow isnt a great example because they mostly run on their own data centers. Your statement is true for virtually every other saas company"
X Link 2026-02-05T04:15Z [----] followers, [---] engagements

"Contradiction #2: Everyone is long semis giving the AI infra build out but commoditized LLMs and SaaS will pay hundreds of billions to rent that compute"
X Link 2026-02-05T17:01Z [----] followers, [---] engagements

"Contradiction #3: AI agents will do all the work erasing value of SaaS UI/UX but replacing all digital workflows is not AGI and you/your company will have the income to pay for AI agents"
X Link 2026-02-05T17:01Z [----] followers, [----] engagements

"Contradiction #4 SaaS will be insourced yet no enterprise software company is actively seeing this. And OpenAI Anthropic and Google are heavy users of enterprise software"
X Link 2026-02-05T17:01Z [----] followers, [---] engagements

"@m1929473782 No. We thought open AI was clear winner now Gemini in consumer Claude in enterprise Grok/xAI in the mix Meta claiming theyll be at the frontier within [--] months deepseek very credible and open source an endless data to show that people easily flip between the various LLMs"
X Link 2026-02-06T20:08Z [----] followers, [---] engagements

"@zoomyzoomm Gertstner is insufferable. Awful being in mgmt meetings with him. Takes him [--] mins to ask his simple question"
X Link 2026-02-07T13:36Z [----] followers, [----] engagements

"Amidst all the "everyone will vibecode all software" talk interesting that Lovable recently started using Hubspot. Good thoughts from @dharmesh on it:"
X Link 2026-02-17T02:27Z 72.4K followers, 10.1K engagements

"RT @value_invest12: We aren't building a mind. We're just building a really fancy autocomplete Well I think thats perfect fine. Its"
X Link 2026-02-16T19:23Z [----] followers, [--] engagements

"We aren't building a mind. We're just building a really fancy autocomplete Well I think thats perfect fine. Its just a really great tool but the human stays in the driver seat. Perhaps this is actually the outcome we should hope for. The BIGGEST lie in AI LLMs right now is It learns. We are confusing a Context Window with a Brain. They are not the same thing. The cold reality is that AGI is much further away than the hype suggests. [--]. The "Read-Only" Problem Your brain physically changes when you learn. The BIGGEST lie in AI LLMs right now is It learns. We are confusing a Context Window with"
X Link 2026-02-16T16:42Z 32.9K followers, [----] engagements

"The BIGGEST lie in AI LLMs right now is It learns. We are confusing a Context Window with a Brain. They are not the same thing. The cold reality is that AGI is much further away than the hype suggests. [--]. The "Read-Only" Problem Your brain physically changes when you learn. Synapses fire pathways strengthen. You evolve. An LLM is a read-only file. Once training finishes that model is stone cold frozen. It never learns another thing. When you correct it it doesn't "get smarter." It just pretends to agree with you for the duration of that specific chat session. Close the tab and the lesson is"
X Link 2026-02-16T07:23Z 88.2K followers, 78.2K engagements

"Exactly right Its not that AI coding was the most logical place to start but rather one of the few areas for true product market fit SWE hype around AI makes sense. Just a mistake to extrapolate broadly which is what the market is doing rn Say it slowly with me now: Tasks are not jobs. Say it again slower now: Tasks are not jobs. If you're building housing in a city filing the permit is just a task not the job. It's not even a 10th of the job. Talking to people about whether the building gets approval https://t.co/gUGREtEDx0 Say it slowly with me now: Tasks are not jobs. Say it again slower"
X Link 2026-02-15T21:21Z [----] followers, [----] engagements

"Say it slowly with me now: Tasks are not jobs. Say it again slower now: Tasks are not jobs. If you're building housing in a city filing the permit is just a task not the job. It's not even a 10th of the job. Talking to people about whether the building gets approval drafting the plans filing them dealing with bureaucrat's objections filing updates based on those objections and dealing with their asinine circuitousness incompetence is the job. So is hiring people vetting them dealing with people who left for family reasons people who are sick scheduling the actual building work dealing with"
X Link 2026-02-15T17:08Z 33.5K followers, 33.9K engagements

"The bull thesis for SAAS in a nutshell A probabilistic tool where hallucinations are an unavoidable feature will never replace deterministic software en masse AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX"
X Link 2026-02-15T16:26Z 28.9K followers, 42.1K engagements

"Basically a nonzero chance of a @TheStalwart victory where software engineers write themselves out of a job first and everyone else has the boring parts of their job automated"
X Link 2026-02-14T21:20Z 173.3K followers, 67.8K engagements

"RT @jawwwn_: Palantir CTO @ssankar: Americans are being lied to about AI. "On one end you have extreme doomerism this idea that AI will"
X Link 2026-02-13T21:22Z [----] followers, [--] engagements

"Palantir CTO @ssankar: Americans are being lied to about AI. "On one end you have extreme doomerism this idea that AI will lead to massive job loss oppression and the extinction of humanity." "On the other you have utopic fantasies that no one will have to work." "The truth is neither: AI is an incredibly powerful tool. The future of AI is being determined every day. It is not predetermined for us. And it's going to be determined by the people who wield it." Via @FoxBusiness Microsoft AI CEO Mustafa Suleyman says most white-collar work "will be fully automated by an AI within the next [--] to"
X Link 2026-02-13T19:28Z 17.8K followers, 181.8K engagements

"Microsoft AI CEO Mustafa Suleyman says most white-collar work "will be fully automated by an AI within the next [--] to [--] months. If thats true its an economic earthquake. We need a moratorium on new AI data centers to make sure AI works for workers not just billionaires"
X Link 2026-02-13T18:07Z 11.6M followers, 584.9K engagements

"LLMs are phenomenal productivity tools for those fine with mediocrity"
X Link 2026-02-13T16:21Z [----] followers, [---] engagements

"I find it so funny that all of these AI companies literally stole content from creators all over the internet (without compensation) and are now mad when someone does it to them"
X Link 2026-02-13T13:58Z 184.8K followers, 12.4K engagements

"@Ross__Hendricks I work in software (private company). Sales are up. We use AI daily. Sure its helpful but there is no danger to underlying business model. There is so much more to a business than turning out code. This is exactly why open source never took anybodys job"
X Link 2026-02-12T02:48Z [---] followers, 17.4K engagements

"going to be hilarious when the company considered highly vulnerable to AI accelerates because of AI $HUBS"
X Link 2026-02-12T12:12Z [----] followers, [----] engagements

"Software bears are going to be shocked to discover that free open source alternatives to every major software company were available long before AI"
X Link 2026-02-11T18:15Z [----] followers, 133.8K engagements

"🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list"
X Link 2026-02-10T20:06Z 102.8K followers, 591.6K engagements

"Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one"
X Link 2026-02-09T23:38Z 66.9K followers, 59.1K engagements

"I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short answer: AI. But the underlying reason is subtle. We are growing fast because we are finally removing the biggest bottleneck in data: the technical barrier to entry. For years if you didnt know SQL Python you were locked out of the value chain. That has changed fundamentally with the and it is the "secret sauce" behind our recent"
X Link 2026-02-09T16:54Z 26.9K followers, 489.6K engagements

"Just a friendly reminder that Databricks and Palantir both growing 60%+ with $5B ARR are SOFTWARE companies"
X Link 2026-02-09T19:00Z [----] followers, 16.5K engagements

"AMI Labs founder Yann LeCun on why LLMs are fooling us the same way AI has for decades: He argues that every generation of AI scientists has made the same mistake: confusing task performance with real intelligence. LeCun's core challenge to the current hype: "We're fooled into thinking those machines are intelligent because they can manipulate language. And we're used to the fact that people who can manipulate language very well are implicitly smart." He's clear that LLMs are useful but being a useful tool and being intelligent are two very different things. The real insight is the historical"
X Link 2026-02-08T14:39Z [----] followers, 126K engagements

"i am not really worried about companies replacing all their saas with vibe coding because they already could bring everything in-house way before ai every popular saas has a good open source alternative yet very few companies used that"
X Link 2026-02-08T09:18Z 24K followers, 29.4K engagements

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