@lefttailguy Avatar @lefttailguy illiquid

Tech giants like Google and Nvidia are making significant advancements in AI, with Google being a pioneer in the field, having deployed deep learning in production before others and recruiting experts like Andrew Ng to lead their AI efforts. Meanwhile, concerns are being raised about Meta's product development, with some suggesting it may be missing the mark. The AI landscape is rapidly evolving, with various players vying for position.

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Social Influence

Social category influence technology brands 36% stocks 21% finance 19% social networks 4% vc firms 3% products 2% financial services 1% cryptocurrencies 1% celebrities 1%

Social topic influence in the 12%, open ai #1446, ai 11%, meta 6%, palantir 5%, microsoft 5%, $googl 5%, level 5%, matter 4%, agi 4%

Top accounts mentioned or mentioned by @grok @metacriticcap @glean @openai @directioncorrec @sama @hypersoren @longrmb @j0hnparkhill @mattslotnick @willmanidis @loungeriffs @bucknsf @chrisbarber @0xprovenance @dschwartz06 @extliqprovider @zanwarswapnil @brandvsdemand @bucketshopcap

Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Cloudflare, Inc. (NET) AppLovin Corporation (APP) Eli Lilly and Company (LLY) Helen Of Troy Ltd (HELE) DoorDash Inc. (DASH) Opendoor Technologies Inc Common Stock (OPEN) Uber Technologies, Inc. (UBER) Dash (DASH) ServiceNow Inc (NOW)

Top Social Posts

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

"Claude loves Cloudflare Workers"
X Link 2026-02-13T19:26Z [----] followers, [----] engagements

"FIG is much better positioned here than most would like to believe. As agents do more coding I notice more whiteboarding and design work around the office. https://t.co/KN15rGA0pw As agents do more coding I notice more whiteboarding and design work around the office. https://t.co/KN15rGA0pw"
X Link 2026-02-14T04:20Z [----] followers, [----] engagements

"Market today"
X Link 2026-01-29T18:49Z [----] followers, [----] engagements

"What am I missing on MNDY No matter how you slice it this thing looks way too cheap. It's profitable too. Asana (the shitco of all shitcos) trades at almost 3x Monday's growth adjusted EV/Sales. Vista and TB might as well write their portfolio down to zero"
X Link 2026-01-29T19:42Z [----] followers, [----] engagements

"@bucketshopcap CEO of Eli Lilly David Ricks uses Claude as his daily driver"
X Link 2026-02-02T00:35Z [----] followers, [----] engagements

"bad day to be an LP in Insight Partners' 2021/2022 $20B vintage"
X Link 2026-02-04T02:29Z [----] followers, 89.1K engagements

"Underdiscussed in the SaaS is dead debate: what work are these agents are replacing exactly The sad reality is that white collar "work" these days isn't really work. It's 1) instant messages 2) emails 3) meetings. Essentially it's everything but work. How do you vibe code a meeting https://twitter.com/i/web/status/2018905335776596048 https://twitter.com/i/web/status/2018905335776596048"
X Link 2026-02-04T04:31Z [----] followers, 22.3K engagements

"I think tools like Adobe and Figma are among the last to get ripped out of an enterprise. As long as humans exist in the value chain the high end of design will always have a last mile problem. And in fact the human last mile adjustments will be seen as increasingly "valuable". https://twitter.com/i/web/status/2019087973137141969 https://twitter.com/i/web/status/2019087973137141969"
X Link 2026-02-04T16:37Z [----] followers, [----] engagements

"This looks an awful lot like what @glean shipped last year. Alas the owner of demand has the right to win the middleware"
X Link 2026-02-06T00:40Z [----] followers, 10.6K engagements

"Netflix is the master of counterpositioning for counter positioning plays VCs will ask why couldn't BIG CORPORATE copy u they probably will but past profitmaxxing will delay them the netflix history from @lefttailguy is instructive e.g. retailers are hooked on display retail media -- enter new age commerce agents https://t.co/gPaN08DUlT for counter positioning plays VCs will ask why couldn't BIG CORPORATE copy u they probably will but past profitmaxxing will delay them the netflix history from @lefttailguy is instructive e.g. retailers are hooked on display retail media -- enter new age"
X Link 2026-02-06T16:19Z [----] followers, [----] engagements

"OpenAI Frontier is actually a tacit admission that they have to compete with the rest of the app layer on good ole data gravity workflow gravity account gravity etc. GTM more generally. Perhaps they have a right to win because they own the underlying technology but that also could be a structural flaw. People don't want be locked in to one model provider. Someone like Palantir or Glean can offer a much more open architecture built on zero margin intelligence and counter position. If Helen of Troy was the face that launched [----] ships this was the chart that launched [----] sell orders."
X Link 2026-02-06T17:43Z [----] followers, 19K engagements

"People don't know that Software PE has basically been a hub and spoke style Cartel all along. That's how they've been able to raise prices while doing absolutely [--] product innovation. The jig is up. thoma bravo should roll up the entire SaaS industry. like all of it. smash hubspot and workday together why the hell not thoma bravo should roll up the entire SaaS industry. like all of it. smash hubspot and workday together why the hell not"
X Link 2026-02-06T19:53Z [----] followers, [----] engagements

"People finally understanding this. The only thing that will save Microsoft is that they can monetize OpenAI's enterprise dominance via Azure and through OpenAI equity. But in Elon's "the most interesting future is the most likely" framing OpenAI will merge with Microsoft to try to take on Google. It's the only way. Been saying this for a while but I will repeat again: @OpenAI is competing with Microsoft not Google. They are trying to create a winner take all OS for the enterprise. @sama has visions of automating the entire economy. That's what the definition of AGI is to him."
X Link 2026-02-06T23:35Z [----] followers, 10.1K engagements

"@TMTLongShort from @hypersoren is great on this. https://hypersoren.xyz/posts/cybernetic-arbitrage/ https://hypersoren.xyz/posts/cybernetic-arbitrage/"
X Link 2026-02-07T17:45Z [----] followers, [---] engagements

"https://t.co/Kcup9iiFhB https://t.co/Kcup9iiFhB"
X Link 2026-02-08T02:16Z [----] followers, [----] engagements

"difference is no code was useless whereas LLMs (instrumented properly) can actually unlock a ton of value from the latent complexity/economic dark matter that lives across different enterprise systems. It's classic aggregation theory stuff. Very few people in an enterpise actually started their workflow in the no code tools. I bet today many people are starting their workflow in agentic coding tools/chatbots"
X Link 2026-02-09T18:08Z [----] followers, [--] engagements

"@matt_slotnick And once workflow lives in the new tools the economic dark matter is being generated and activated within those tools which means that they have compounding data gravity whereas SORs become a leaky bucket"
X Link 2026-02-09T18:10Z [----] followers, [--] engagements

"I think APP greatly benefits here because installs + understanding post install LTV (utility is their bread and butter) think it will generalize surprisingly well from games to other digital experiences. Also they don't care which digital experience wins (Meta Google Netflix Reddit etc. do) they only care that people are using the digital experience that they find the most valuable at that point in time ie. maximizing total ecosystem value"
X Link 2026-02-09T18:23Z [----] followers, [----] engagements

"@eric_seufert Also this is fairly interesting. https://www.thediff.co/archive/routers-apps-agi/ref=search https://www.thediff.co/archive/routers-apps-agi/ref=search"
X Link 2026-02-09T22:35Z [----] followers, [---] engagements

"Microsoft should just pay an ungodly amount of money for Cursor and put Truell in charge of the Apps group. Would be very accretive in the fullness of time"
X Link 2026-02-10T04:27Z [----] followers, [----] engagements

"@MetacriticCap They can but it's probably better to just invest/partner and take some % of the economics (royalties monetize equity etc.) in the case of good outcomes. Also they want to maximize RL signal so maximizing throughput of predictions to real world outcomes is important"
X Link 2026-02-10T16:01Z [----] followers, [----] engagements

"Glad you enjoyed that Barolo sir @eastdakota"
X Link 2026-02-10T22:06Z [----] followers, [---] engagements

"I very well understand that the vast majority of the cost is in Phase 2-3 trials which I why I am predicting they will invest in a number of biotechs (that have validated targets) in parallel help them accelerate hit identification hit to lead optimization etc. and then have the biotech work on the expensive bits. https://twitter.com/i/web/status/2021381599603114131 https://twitter.com/i/web/status/2021381599603114131"
X Link 2026-02-11T00:31Z [----] followers, [---] engagements

"This happens with Airbnb and Booking every so often as well"
X Link 2026-02-11T01:30Z [----] followers, [----] engagements

"In the fullness of time it's possible for discovery to get commoditized for DASH's direct customer relationship to get unbundled etc. Owner Toast etc. are giving restaurants access to commission free/white label delivery through Uber Direct Doordash Drive etc. I could for example spin up a Clawdbot that knows my preferences finds my ideal meal and orders direct from a restaurant's website. Not every restaurant has a website yet but I assume most will in the next 5/10 years. In that scenario DASH monetization per order suffers quite a bit. They become a dumb pipe just like other SaaS"
X Link 2026-02-11T05:39Z [----] followers, [----] engagements

"@dalibali2 what I dont understand about this is that the data doesnt belong to Salesforce its the customers data. Holding the customer hostage like this is a horrible long term move. They are start going to start finding ways to reduce reliance"
X Link 2026-02-12T17:23Z [----] followers, [---] engagements

"Fun fact: Dragoneer's top public markets position as of Q3 [----] was DUOL ($500M of which they bought $300M+ in Q3 2025) yet they invested $1B in @OpenAI's $30B round last summer and led Anthropic's $30B today. Is this a barbell approach or an understanding that DUOL is a signaling good a tool shaped object a la @WillManidis etc. in the optimistic case and a standard attention economy product in the pessimistic case I have no view on DUOL per se but feel the AI bear case represents a common category error re: life in a post AGI world. 1) AGI will not be able to upload language automaticity to"
X Link 2026-02-12T20:04Z [----] followers, 16.5K engagements

"@longrmb @OpenAI The market for feeling productive is essentially infinite in my view"
X Link 2026-02-12T20:20Z [----] followers, [---] engagements

"@paultoo Paul if current chatbots are Yahoo Mail what does the Gmail sized product improvement look like"
X Link 2026-02-13T00:12Z [----] followers, [---] engagements

"Shortly before I graduated I was asked in a job interview what I wanted to be. I didnt have a conventional answer. I want to be a telephone switchboard I told my interviewer taking in information from countless feeds sorting it and sending it back out into the world. - Steve Schwarzman CEO Blackstone At the end of the day knowledge work at its most fundamental level is information routing. We are all sensors plugged into the information router that is the global economy. Technology mediates more and more of this sensing and routing every day. The singularity is when technology mediates all of"
X Link 2026-02-13T00:34Z [----] followers, [----] engagements

"@MetacriticCap 100% agree. Will read thanks for sharing. Take a look at this. https://www.thediff.co/archive/routers-apps-agi/ref=search https://www.thediff.co/archive/routers-apps-agi/ref=search"
X Link 2026-02-13T04:12Z [----] followers, [---] engagements

"@aletheoncap @directioncorrec @OpenAI 🎯"
X Link 2026-02-13T05:16Z [----] followers, [--] engagements

"Consumer spending is power law distributed If ai is going to displace all white collar labor how do consumer stocks work If ai is going to displace all white collar labor how do consumer stocks work"
X Link 2026-02-13T01:59Z [----] followers, [----] engagements

"Hedge fund guys are human it's not just X its also Y engines. That's also why LLMs appear smarter than they are. The talent level at hedge funds is so far above the talent at VC funds. when they interact it's like watching a human speak to a gaboon The talent level at hedge funds is so far above the talent at VC funds. when they interact it's like watching a human speak to a gaboon"
X Link 2026-02-13T04:54Z [----] followers, [----] engagements

"Why hasn't AlphaSense incorporated Perplexity's model council approach (besides not wanting to completely nuke their gross margins)"
X Link 2026-02-14T05:55Z [----] followers, [----] engagements

"Did the software PMs/analysts at Citadel Point72 etc. finally have time to play around with Claude Code over the holidays"
X Link 2026-01-02T21:02Z [----] followers, 76.5K engagements

"Underappreciated AppLovin bull case: In a world of infinite digital experiences putting your experience in front of the person thats most likely to find it valuable becomes increasingly important"
X Link 2026-01-29T17:20Z [----] followers, [----] engagements

"Everyone wanted to buy what they were buying from Glean from OpenAI but there was a time to value problem before Frontier. Palantir builds this so does ServiceNow etc. But everything I've read tells me that there is a time to value crisis if you try to buy from CRM NOW etc. Which is why Glean was being used as a stopgap. https://twitter.com/i/web/status/2019813970887184579 https://twitter.com/i/web/status/2019813970887184579"
X Link 2026-02-06T16:42Z [----] followers, [---] engagements

"@loungeriffs Yup Glean strategy also aligned with what customers want: interoperability/modularity at the agent/model and SOR layers unification of the context graph to make the upward (particularly) and downward systems more useful"
X Link 2026-02-09T19:01Z [----] followers, [---] engagements

"This thread from @loungeriffs is great. Thought I'd share a memo I wrote up on @glean almost a year ago that expands on some of the points made. What makes @glean very special (and what others http://x.com/i/article/2020936721886740486 http://x.com/i/article/2020936721886740486"
X Link 2026-02-09T20:16Z [----] followers, [----] engagements

"i remember when @sama was mocked for saying OpenAI's business model would be "asking the AGI how to make money" and now it's obvious the best way to do anything is just to ask AI how to do it (and then have the AI do it for you) i remember when @sama was mocked for saying OpenAI's business model would be "asking the AGI how to make money" and now it's obvious the best way to do anything is just to ask AI how to do it (and then have the AI do it for you)"
X Link 2026-02-10T03:47Z [----] followers, [----] engagements

"Calling it now: Google/Isomorphic is going to start partnering/investing in/buying biopharma companies. Now that success rate on truly novel protein-molecule interactions is this high it's a game of being given access to libraries of validated (but hitherto undruggable targets) and going to town"
X Link 2026-02-10T15:29Z [----] followers, 35.7K engagements

"NET as an internal PaaS for AI deployment is still underrated"
X Link 2026-02-10T23:26Z [----] followers, [---] engagements

"@WillManidis Your thinkpieces are a toolshaped object that I enjoy very much"
X Link 2026-02-11T20:13Z [----] followers, [----] engagements

"@MetacriticCap 100%"
X Link 2026-02-13T17:18Z [----] followers, 37.4K engagements

"OpenAI bidding on keywords. How much do we think they're paying @Google a year"
X Link 2026-02-13T01:33Z [----] followers, [----] engagements

"Anyone else find it interesting that @sama hasnt gone on @dwarkesh_sps show"
X Link 2026-02-15T22:32Z [----] followers, [----] engagements

"*BREAKING: META ACQUIRES OPENCLAW FOR $1B PLANS TO INTEGRATE WITH META RAYBANS LLAMA TO POWER OPEN SOURCE PERSONAL SUPER INTELLIGENCE"
X Link 2026-02-13T16:45Z [----] followers, 367.6K engagements

"Management / being a CEO investing etc. Pick any field "x" Where x = physics math programming design accounting hacking etc It feels like there are no longer any fields where there are more than [----] humans better than the SOTA models Are there any (And this [----] number is dropping rapidly) Pick any field "x" Where x = physics math programming design accounting hacking etc It feels like there are no longer any fields where there are more than [----] humans better than the SOTA models Are there any (And this [----] number is dropping rapidly)"
X Link 2026-02-14T06:11Z [----] followers, [----] engagements

"OpenAI one step closer to their feed moment ChatGPT was AI's iPhone moment OpenClaw feels like AI's Instagram moment. ChatGPT was AI's iPhone moment OpenClaw feels like AI's Instagram moment"
X Link 2026-02-15T22:34Z [----] followers, [----] engagements

"People know that enterprise software has never been that fancy but that enterprise distribution is hard. The first point is becoming clearer as software gets ever easier to build but the distribution point means that the "incumbents can use Cursor too" argument should have legs. In other words having the distribution apparatus built out should give incumbents massive advantage. But the market is obv. not buying that. Two potential explanations: 1) it's actually becoming less difficult to distribute software and to understand what to build. Biggest story here is @OpenAI as a workflow intent"
X Link 2025-10-29T00:14Z [----] followers, [----] engagements

"ChatGPT was AI's iPhone moment OpenClaw feels like AI's Instagram moment. *BREAKING: META ACQUIRES OPENCLAW FOR $1B PLANS TO INTEGRATE WITH META RAYBANS LLAMA TO POWER OPEN SOURCE PERSONAL SUPER INTELLIGENCE *BREAKING: META ACQUIRES OPENCLAW FOR $1B PLANS TO INTEGRATE WITH META RAYBANS LLAMA TO POWER OPEN SOURCE PERSONAL SUPER INTELLIGENCE"
X Link 2026-02-14T06:29Z [----] followers, [----] engagements

"Software might be dead but Cloudflare certainly is not. OpenRouter weekly token consumption has exploded 12.7x in the last year to [----] trillion tokens/week or 662T tokens/year run rate. To give you a sense of this scale Azure did 100T tok/quarter 6mos ago. OpenRouter is responsible for about as much inference as ALL of Azure. https://t.co/9B8LBQ90fz OpenRouter weekly token consumption has exploded 12.7x in the last year to [----] trillion tokens/week or 662T tokens/year run rate. To give you a sense of this scale Azure did 100T tok/quarter 6mos ago. OpenRouter is responsible for about as much"
X Link 2026-02-15T05:46Z [----] followers, 12.8K engagements

"Excuse me @claudeai"
X Link 2026-02-15T20:07Z [----] followers, [---] engagements

"Imagine leaving Larry Page off this list (GDM YouTube DoubleClick + Talent acquisition/strategy underpinning Moonshots) Select deal guys ranked: Zuck Jared Kushner (rising) Bob Iger (falling) Bernard Arnault Sam Altman (rising) James Baker Jamie Dimon We're in the midst of two generational opportunities to build deal guy credibility: AI and the admin. Don't waste them Select deal guys ranked: Zuck Jared Kushner (rising) Bob Iger (falling) Bernard Arnault Sam Altman (rising) James Baker Jamie Dimon We're in the midst of two generational opportunities to build deal guy credibility: AI and the"
X Link 2026-02-15T23:16Z [----] followers, [----] engagements

"standard upside asymmetry/call option argument doesn't really jive here because it was a $2B round. Say a16z (lead) covered 50% or $1B. That would mean the other [--] investors collectively put up the other $1B or $50M each. That's not a small check. That's larger than most Series B investments. https://twitter.com/i/web/status/2012014419535106176 https://twitter.com/i/web/status/2012014419535106176"
X Link 2026-01-16T04:09Z [----] followers, [----] engagements

"Software isn't dead see: Palantir"
X Link 2026-01-16T22:47Z [----] followers, [---] engagements

"Verily + Tempus + Isomorphic Labs merger incoming. Will become a trillion dollar biotech company. That's going to be Precision Medicine's ChatGPT moment"
X Link 2026-01-16T22:56Z [----] followers, [----] engagements

"What happened to Jevon's paradox Software engineer productivity 10x = amount of software engineering to be done increases 100x. The nature of the work becomes more bespoke. Akin to helping customers identify/exploit operational alphas FDEs map the search space find the right primitives etc. Then the platform engineers generalize those into infrastructure that makes the FDEs more efficient in future engagements. This process never ends it evolves as the set of problems/complexity in the market expands. Like entropy increasing complexity in markets is a physical property. More search spaces"
X Link 2026-01-20T16:24Z [----] followers, [----] engagements

"on the flipside does Samsara have the right to win autonomous fleet management/physical AI coordination $IOT -8% as software bears realize seat-based pressure also means driver seats $IOT -8% as software bears realize seat-based pressure also means driver seats"
X Link 2026-01-20T17:02Z [----] followers, 15.1K engagements

"Oh so this is why software is selling off. Musk is trying to build simulation of the software company (Microsoft) that (in the fullness of time) works to systematically kill every other software company in an attractive category"
X Link 2026-01-21T02:20Z [----] followers, [----] engagements

"Isnt acquiring HBO giving them a monopoly on differentiated content Netflix and Warner Bros sweep the Emmys. If youre a talent in Hollywood you either sell to the highest bidder (Netflix) or to the most prestigious studio (HBO). I think they are actually counterpositiong against slop which will play nicely in their favor particularly with parents/high value demos. https://twitter.com/i/web/status/2013844399554469980 https://twitter.com/i/web/status/2013844399554469980"
X Link 2026-01-21T05:21Z [----] followers, [---] engagements

"@BucknSF HBO has always been more porn than prestige to me but for some reason the critics love it"
X Link 2026-01-21T05:44Z [----] followers, [---] engagements

"Friendly reminder that Palantir is worth more than Anthropic and Anthropic is at nearly 2x the revenue run rate and more than 2x the revenue growth rate. [----] is going to be a fun one"
X Link 2026-01-22T05:05Z [----] followers, 119.5K engagements

"@tanayj Agree. Honestly started doing that [--] months ago. Old habits die hard defaults matter etc"
X Link 2026-01-22T20:23Z [----] followers, [----] engagements

"This but to help humans hill climb every single known domain and sub domain in the universe. Were launching full-length on demand practice exams for standardized tests in @GeminiApp starting with the SAT available now at no cost. Practice SATs are grounded in rigorously vetted content in partnership with @ThePrincetonRev and Gemini will provide immediate feedback https://t.co/GmivPuBp7B Were launching full-length on demand practice exams for standardized tests in @GeminiApp starting with the SAT available now at no cost. Practice SATs are grounded in rigorously vetted content in partnership"
X Link 2026-01-22T20:36Z [----] followers, [--] engagements

"Satya loves this. Increases utilization/decreases obsolescence risk of Excel without MSFT having to commit any resources. And then once it gets strong adoption MSFT can see what's working/what's not working and ship a free bundled clone Teams vs Slack style. Unless of course there's some secret sauce that's truly hard to replicate (very rare in the history of technology). https://twitter.com/i/web/status/2015084178644316540 https://twitter.com/i/web/status/2015084178644316540"
X Link 2026-01-24T15:28Z [----] followers, [---] engagements

"Cloudflare finally getting that Claude Code and ClawdBot bid"
X Link 2026-01-26T15:27Z [----] followers, [----] engagements

"@pmje73 Meta-rationality becomes paramount"
X Link 2026-01-26T16:47Z [----] followers, [---] engagements

"@chrisbarber This sounds like a16z's executive briefing center"
X Link 2026-01-26T17:19Z [----] followers, [---] engagements

"@chrisbarber https://a16z.com/briefings/ https://a16z.com/briefings/"
X Link 2026-01-26T17:19Z [----] followers, [---] engagements

"@lessin the Thrive Capital aesthetic"
X Link 2025-11-18T17:02Z [----] followers, [---] engagements

"TCV and T Rowe investing $400M via converts in Netflix in [----] would like a word Literally the worst companies in the world always announce convertible notes it never fails https://t.co/plBb3FrOLo Literally the worst companies in the world always announce convertible notes it never fails https://t.co/plBb3FrOLo"
X Link 2025-12-09T01:51Z [----] followers, [----] engagements

"I have no view on DUOL per se but feel the AI bear case (not even sure that's why it's selling off btw could just be a shitco) represents a common category error re: life in a post AGI world. AGI will not be able to upload language automaticity to a human brain (until brain machine interfaces perhaps and even then you will likely have to be young enough to benefit). Just because machines can lift heavy things for us doesn't mean humans stopped going to the gym. Just like you can't get jacked without lifting heavy weights consistently going to the mental gym will still be very important:"
X Link 2026-01-13T03:24Z [----] followers, [----] engagements

"Google owns 31% of AST SpaceMobile and 11% of Planet Labs up 350%+ and 620% respectively in the past year. Of course they are pumping Space Datacenters"
X Link 2026-01-13T17:26Z [----] followers, [----] engagements

"Friendly reminder that Jane Street invested in Thinking Machines' seed round. What did Jane Street see We should try to understand that before passing any judgement because those folks are fairly good at making risk-adjusted bets. JS as a culture is very mathematical anti-hype etc. Then again SBF worked there (he's also one of the greatest venture investors of all time). Any thoughts on Jane Street's investment in Thinking Machines would be welcome. I personally am a big fan of Tinker. Not sure why everyone is calling them pre-product. https://twitter.com/i/web/status/2011998905421222015"
X Link 2026-01-16T03:08Z [----] followers, 120.7K engagements

"@buccocapital Meta in the 500s is always a wonderful gift"
X Link 2026-01-22T17:30Z [----] followers, [----] engagements

"Vista with a singular exit"
X Link 2026-01-23T22:20Z [----] followers, 39.8K engagements

"Cumulative NPM installs of Claude code at 156M vs 8M for Codex. Of course not perfectively representative (curl brew etc.) and tells you nothing about in IDE usage just CLI. There's also likely quite a bit of automated CI/CD inflation in the number ie. using Claude to check pull requests/push requests etc. would install a fresh instance. But still quite striking. https://twitter.com/i/web/status/2015981157092126863 https://twitter.com/i/web/status/2015981157092126863"
X Link 2026-01-27T02:52Z [----] followers, [----] engagements

"Anyone have ChatGPT Atlas adoption numbers Such a miss by OpenAI imo"
X Link 2026-01-27T21:18Z [----] followers, [----] engagements

"The answer is buy Google at $4T haha they own 14% of anthropic and 7% of SpaceX which you get for free If OpenAI/ Anthropic went public today at what valuation would you be neutral to buying $1T 2T $4T [--] If OpenAI/ Anthropic went public today at what valuation would you be neutral to buying $1T 2T $4T 5"
X Link 2026-01-28T22:56Z [----] followers, [----] engagements

"@FundamentEdge @NicolaiTang1 Kirk McKeown (former head of proprietary research at p72) and the team @carbonarcco + claude code = institutional level data access at negligible cost"
X Link 2026-01-29T00:25Z [----] followers, [---] engagements

"Funny that they are betting against scale and traditional/prestige talent yet still need a $180M seed but interesting nonetheless and look forward to seeing what comes out of this. Announcing Flapping Airplanes Weve raised $180M from GV Sequoia and Index to assemble a new guard in AI: one that imagines a world where models can think at human level without ingesting half the internet. https://t.co/7W7WNJ278R Announcing Flapping Airplanes Weve raised $180M from GV Sequoia and Index to assemble a new guard in AI: one that imagines a world where models can think at human level without ingesting"
X Link 2026-01-29T01:44Z [----] followers, [----] engagements

"Trying to parse this from $META: "Another area we're deploying AI to improve performance is ad creative. The combined revenue run rate of video generation tools hit $10 billion in Q4 with quarter-over-quarter growth outpacing the increase in overall ads revenue by nearly 3x." Guessing this means that the amount of money spent on ads created/modified with video gen tools has reached $10 billion run rate ($2.5B in Q4) and that revenue from ads created/modified with video gen tools is growing 3x the rate of overall ads revenue. That's a seriously incredible adoption curve. It's been [--] months"
X Link 2026-01-29T04:31Z [----] followers, [----] engagements

"RPOs represent the total value of future revenue from non-cancelable signed customer contracts that a company has not yet recognized. Under ASC [---] (the accounting standard that created RPO) companies can generally only include future revenue in RPO if the customer has a legally binding non-cancelable contract to pay it. @obsidiancap1 There are future revenues and then there are future potential revenues. The latter is RPO and imo deserves to be heavily discounted for an appropriate margin of safety. @obsidiancap1 There are future revenues and then there are future potential revenues. The"
X Link 2026-01-29T17:46Z [----] followers, [----] engagements

"Maybe Adobe should try to buy Figma again"
X Link 2026-01-29T17:55Z [----] followers, 10.3K engagements

"Sorry this was vague. For the app-layer vendor. What I'm trying to say is that if the coordination of intelligent agents ("multi-agent swarms" lol lmfao even) results in unique solution(s) to some very valuable problem(s) you should be able to sell that solution for a lot of money over and above what the raw "intelligence" input costs are. Particularly because the solutions should theoretically be competing for labor budgets (entire functional areas in some cases) and not traditional software budgets. Does that make sense I think the issue is many of these incumbent app-layer vendors aren't"
X Link 2026-01-30T04:00Z [----] followers, [--] engagements

"With the merger Elon is trying to make the Space xAI entity legible to all the pod boi thematic momo factor models: space factor (SpaceX launch business Mars) AI infra factor (space datacenters starlink Colossus etc.) AGI factor (Grok) software is dead factor (MACROHARD) and slop/attention economy factor (X/Grok Nudes/AI Girlfriends). NEW IN: Elon Musk's xAI is reportedly in talks to merge with SpaceX ahead of a potential [----] IPO. https://t.co/tePpUxCosQ NEW IN: Elon Musk's xAI is reportedly in talks to merge with SpaceX ahead of a potential [----] IPO. https://t.co/tePpUxCosQ"
X Link 2026-01-30T04:29Z [----] followers, [----] engagements

"Is APP selling off on Genie That's not very smart if so. More inventory is amazing for them. Ad load up more data for targeting the process of routing eyeballs immensely more valuable the list goes on. Underappreciated AppLovin bull case: In a world of infinite digital experiences putting your experience in front of the person thats most likely to find it valuable becomes increasingly important. https://t.co/z5e0Onrjwg Underappreciated AppLovin bull case: In a world of infinite digital experiences putting your experience in front of the person thats most likely to find it valuable becomes"
X Link 2026-01-30T19:58Z [----] followers, 12.1K engagements

"the recommendation algorithm is moving to the level of the browser and will have much more granular/comprehensive property specific (literal direct vision) and cross-property context. pretty awesome pretty revolutionary etc. Gemini can now see in real time exactly what I see and it's memory is of course far more vast. gemini in chrome was inevitable but seems under discussed relative to its potential to disrupt just about everything gemini in chrome was inevitable but seems under discussed relative to its potential to disrupt just about everything"
X Link 2026-01-31T00:21Z [----] followers, [----] engagements

"Palantir is no longer worth more than Anthropic. We did it guys. Friendly reminder that Palantir is worth more than Anthropic and Anthropic is at nearly 2x the revenue run rate and more than 2x the revenue growth rate. [----] is going to be a fun one. Friendly reminder that Palantir is worth more than Anthropic and Anthropic is at nearly 2x the revenue run rate and more than 2x the revenue growth rate. [----] is going to be a fun one"
X Link 2026-01-31T04:53Z [----] followers, [----] engagements

"@MillionInt problem solving interviews and underwriting intuition around what the most important engineering problems to be solved actually are"
X Link 2026-02-01T23:17Z [----] followers, [---] engagements

"Any OpenAI bears want to sell me secondaries at $500B"
X Link 2026-02-03T00:40Z [----] followers, [----] engagements

"OpenAI should reverse merge into Microsoft"
X Link 2026-02-03T20:08Z [----] followers, [----] engagements

"@hypersoren"
X Link 2026-02-03T21:35Z [----] followers, [---] engagements

"Crazy world we live in that a $20B investment is considered bearish/a loss of confidence"
X Link 2026-02-04T00:52Z [----] followers, [----] engagements

"@_DomDav I think people are nervous about Meta going on a war path to take share back. Though not sure they really care given how well the core business seems to be humming"
X Link 2026-02-04T17:03Z [----] followers, [----] engagements

"@hypersoren @glean the smart squeeze is exactly right"
X Link 2026-02-06T01:02Z [----] followers, [---] engagements

"Perhaps the best move would be for Microsoft to acquire Glean keep the intelligence layer model agnostic via Azure AI foundry (which gives them a GTM advantage--CIOs love modularity/not being locked in) provide it in the E5 bundle for free but make the customer connect it to their own Azure subscriptionso that revenue scales with usage lol https://twitter.com/i/web/status/2019580652425978244 https://twitter.com/i/web/status/2019580652425978244"
X Link 2026-02-06T01:15Z [----] followers, [---] engagements

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