@nicbstme Nicolas Bustamante
Nicolas Bustamante posts on X about ai, llm, open ai, in the the most. They currently have [------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.
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Social Influence
Social category influence stocks #316 technology brands finance #483 countries cryptocurrencies social networks fashion brands travel destinations automotive brands celebrities
Social topic influence ai, llm #419, open ai, in the, this is, $fdx, $googl, finance, saas #249, money
Top accounts mentioned or mentioned by @fintoolx @fintool @alltypeoffishes @grok @atelicinvest @sccath @buccocapital @chrisdrit @groqinc @shadcn @nikunj @tanayj @techfundies @elonmusk @rihardjarc @cerebrassystems @dalibali2 @cursorai @alexkolicich @bucknsf
Top assets mentioned FedEx Corporation (FDX) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Nike Inc (NKE) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Snowflake Inc. (SNOW) Berkshire Hathaway Inc. (BRK.A) UiPath, Inc. (PATH) Apple, Inc. (AAPL) Bitcoin (BTC) StarLink (STARL) Uber Technologies, Inc. (UBER) Datadog Inc (DDOG) DeepSeek (DEEPSEEK) Palantir Technologies Inc. (PLTR) ServiceNow Inc (NOW) MongoDB, Inc. (MDB) Cloudflare, Inc. (NET) Amazon.com, Inc. (AMZN) Shopify Inc (SHOP)
Top Social Posts
Top posts by engagements in the last [--] hours
"Reading Zoom ($ZM) Q1 [----] #Earningcall 👇"
X Link 2023-05-24T00:15Z [----] followers, [--] engagements
"$AAPL is a monster business 🤯. Results for Q2 2023: Record revenue: $94.8B (down 3% YoY) iPhone revenue: $51.3B (March quarter record) Services revenue: $20.9B (all-time record) Mac revenue: $7.2B iPad revenue: $6.7B Wearables Home and Accessories revenue: $8.8B"
X Link 2023-05-24T00:47Z [----] followers, [--] engagements
"$AAPL Earnings Q2 2023: Revenue $94.8B beating estimates. iPhone Q2 record: $51.3B. Services reached all-time high: $20.9B. Mac & iPad met projections: $7.2B & $6.7B. Growth in emerging markets. FX impact: [---] points. Paid subscriptions: 975M. Returned $23B to shareholders"
X Link 2023-05-24T00:51Z [----] followers, [--] engagements
"$NVDA CEO: "Moore's Law and has fundamentally come to a very significant slowdown. You could argue Moore's Law has ended. For the very first time in history it is no longer possible using general-purpose computing CPUs to gain the necessary throughput without also the"
X Link 2023-05-25T00:45Z [---] followers, [--] engagements
"$SNOW Q1 2024: Q1 Product Revenue: $590.1M (+50% YoY) Customers $1M TTM Product Revenue: [---] Net Revenue Retention Rate: 151% Forbes Global [----] Customers: [---] Remaining Performance Obligations: $3.4B (+31% YoY)"
X Link 2023-05-25T22:10Z [----] followers, [--] engagements
"$ORCL "Our generative AI cloud customers have recently signed contracts to purchase more than $2 billion of capacity in Oracle's Gen2 Cloud. " - Larry Ellison (CEO) Source:"
X Link 2023-06-13T00:11Z [----] followers, [--] engagements
"@Mr_Derivatives @StockMKTNewz It's interesting: $KR: "we are already piloting several large language models to summarize customer database sets. By applying AI to customer surveys and customer service logs our team can analyze and categorize them in minutes versus days before. This allows the business to"
X Link 2023-06-19T22:38Z [----] followers, [--] engagements
"@TripleDTrader Interesting from $FDX CEO: "So when we talked in September we pointed to three things. We said that the industrial economy was slowing down and because of inflation interest rates and slowdown in global trade we said that the consumer spending was shifting to services versus"
X Link 2023-06-21T22:59Z [----] followers, [--] engagements
"@SawyerMerritt @Tesla "I'd look at Dojo as like kind of a long-shot bet but if it's a long-shot bet that pays off it will pay off in a very very big way. But potentially yeah potentially in a very very big way Like in the multi-hundred billion dollar level" - @elonmusk $TSLA Source:"
X Link 2023-06-21T23:05Z [----] followers, [---] engagements
"@SawyerMerritt .@elonmusk differs: "And it is my view a fantastic product a hall of famer. But as with all new products it takes time to get the manufacturing line going. And this is really a very radical product. It's not made in the way that other cars are made." $TSLA Source:"
X Link 2023-06-21T23:12Z [---] followers, [----] engagements
"@Stephen_Geiger " Should macroeconomic conditions support an improving demand environment in the back half of the year We expect to see modest volume improvement for the year. We expect revenue to be up low-single-digit percentage for the full-year." - $FDX CFO"
X Link 2023-06-21T23:22Z [----] followers, [--] engagements
"We tried to buy good companies to start with. We don't think there are supermen who can renovate them and transform them into wonderful highly profitable enterprises. We can't do it and history shows that nobody else can do it either. - Henry Singleton"
X Link 2023-08-12T15:23Z [----] followers, [---] engagements
"@RamaswmySridhar Benchmarking the price difference between a small fine-tuned modal like Llama [--] and GPT-4 could be interesting. Do you have any data on that"
X Link 2023-08-25T20:54Z [----] followers, [---] engagements
"Reaching GPT-4 type of perf for open-source LLM is great but the killer value prop imo is to lower the cost or improve the performance (no rate limiting reduce latency.). Fine-tuning and running an open-source LLM takes more time than doing an OpenAI API call so it needs to be significantly cheaper"
X Link 2023-08-25T21:16Z [----] followers, [---] engagements
"Introducing @fintoolx a financial copilot on top of SEC filings transcripts and news. FintoolGPT summarizes millions of docs and quotes exact sources"
X Link 2023-08-29T02:03Z [----] followers, 2.3M engagements
"The winning formula for success in investing is owning the entire stock market through an index fund and then doing nothing. Just stay the course. John Bogle"
X Link 2023-08-29T15:23Z [----] followers, [--] engagements
"Live view of Microsoft eating AI startups"
X Link 2023-09-25T20:33Z [----] followers, [--] engagements
"@prnvrdy Better RAG large context window. Especially for speed cost and answer quality. The size of the context window is almost a vanity metric in the industry"
X Link 2023-11-07T22:58Z [---] followers, [--] engagements
"Introducing Fintool: ChatGPT on top of SEC filings and earnings call transcript"
X Link 2024-03-21T21:49Z [----] followers, 1M engagements
"Fundamental investors use Fintool: ChatGPT on top of SEC filings and earnings call transcripts"
X Link 2024-03-21T22:22Z [----] followers, 1.6M engagements
"@esmccalley @fintoolx Yes you can say list me companies working on GenAI or mining bitcoin for e.g"
X Link 2024-04-05T00:45Z [----] followers, [--] engagements
"100% that is why I love San Francisco. It's a beautiful city too. SF is like an adrenaline injection. Absolutely no way you dont want to build something after being here. Vibes are infectious. SF is like an adrenaline injection. Absolutely no way you dont want to build something after being here. Vibes are infectious"
X Link 2024-04-26T17:42Z [----] followers, [---] engagements
"One day San Francisco bureaucrats will discover supply and demand. its wild that coastal cities have spent years debating if YIMBY policies will lower rents and Austin just did it they streamlined permitting upzoned most of the city and eliminated parking mandates. Tons of housing is going up and rents are plummeting. YIMBY policies work https://t.co/2WISD90sLw its wild that coastal cities have spent years debating if YIMBY policies will lower rents and Austin just did it they streamlined permitting upzoned most of the city and eliminated parking mandates. Tons of housing is going up and"
X Link 2024-04-27T03:23Z [----] followers, [---] engagements
"@Kylejung25 @xo_brane @atelicinvest Thanks Kyle (although the "GPT wrapper" broke my heart). The technology is way more complex. I agree that by saying "ChatGPT+EDGAR" we don't help ourselves haha but customers are not fooled"
X Link 2024-05-01T01:41Z [----] followers, [---] engagements
"@CEJ1 In his honor Poor Charlie's Almanack will be the only book on sale at the BRK meeting which is quite unique. Good luck with your Munger seminar I feel sad to miss it I'm flying on Friday"
X Link 2024-05-01T02:04Z [----] followers, [--] engagements
"Another crazy day in New York City before heading to Omaha tomorrow for the Berkshire meeting"
X Link 2024-05-02T12:23Z [----] followers, [---] engagements
"What else would you need in San Francisco at 10:20 pm on a Saturday night"
X Link 2024-05-12T05:21Z [----] followers, [---] engagements
"I'm testing GPT-4o on some basic data extraction and the speed is insane. The slowest was [---] tokens per second and the fastest was [------] tokens per second which is [--] times faster than LLama3-8b on Groq 🤯"
X Link 2024-05-13T18:03Z [----] followers, [---] engagements
"@stockthoughts81 In Q1 [----] the $EXPE reported a decline in free cash flow partially due to lower deferred merchant bookings driven by Vrbo's performance but they didn't specify a number"
X Link 2024-05-13T20:32Z [----] followers, [---] engagements
"@mckaywrigley @rowancheung @heykahn Oh ok my bad latency on the OpenAI playground is the time delay between sending a prompt and receiving the response back so not tokens/seconds"
X Link 2024-05-13T20:38Z [----] followers, [---] engagements
"We released a new version of @Fintoolx our AI Equity Research Analyst. It's like having ChatGPT tirelessly sifting through EDGAR data just for you"
X Link 2024-05-16T00:00Z [----] followers, 268.6K engagements
"We released a new version of @Fintoolx our AI Equity Research Analyst. It's like having ChatGPT tirelessly sifting through EDGAR data just for you"
X Link 2024-05-16T01:16Z [----] followers, 175.1K engagements
"We released a new version of @Fintoolx our AI Equity Research Analyst. It's like having ChatGPT tirelessly sifting through EDGAR data just for you"
X Link 2024-05-16T01:16Z [----] followers, 260.8K engagements
"Fintool outperforms ChatGPT-4o with internet search and GPT4-o on FinanceBench the industry standard to evaluate LLM on financial questions"
X Link 2024-05-21T17:43Z [----] followers, 1M engagements
"@LukeWolgram You can try @fintoolx: Ask questions about $NVDA like: Impact of Hopper demand on NVIDIA's revenue Impact of China's competition on NVIDIA's margins https://app.fintool.com/questionr&text=Impact+of+China%27s+competition+on+NVIDIA%27s+margins%3F&ticker=NVDA https://app.fintool.com/questionr&text=Impact+of+Hopper+demand+on+NVIDIA%27s+revenue%3F&ticker=NVDA http://www.app.fintool.com/start https://app.fintool.com/questionr&text=Impact+of+China%27s+competition+on+NVIDIA%27s+margins%3F&ticker=NVDA"
X Link 2024-06-11T19:28Z [----] followers, [---] engagements
"@vincentm07 @sc_cath Il compound combien le systme actuel Cest a qui est pas rassurant 🙃"
X Link 2024-06-21T11:05Z [----] followers, [--] engagements
"Did I hear that right Did my hero Warren Buffett just leave a voicemail to request a @fintoolx free trial You should try it too ♥ https://fintool.com/start https://fintool.com/start"
X Link 2024-07-17T21:36Z [----] followers, 18.4K engagements
"New @OpenAI GPT4o mini: - OpenAI GPT-4o mini scores 82% on MMLU and currently outperforms GPT-4 - It is priced at [--] cents per million input tokens and [--] cents per million output tokens - context window of 128K tokens and knowledge up to October [----] - Can be fine-tuned It's 45% cheaper than Llama3 70B on @GroqInc 🤯 and 30x cheaper than GPT-4o. https://openai.com/index/gpt-4o-mini-advancing-cost-efficient-intelligence/ https://openai.com/index/gpt-4o-mini-advancing-cost-efficient-intelligence/"
X Link 2024-07-18T17:40Z [----] followers, [---] engagements
"Digital v. analog technology. I hope the pilots computer works"
X Link 2024-07-22T14:06Z [----] followers, [---] engagements
"Both $META and $GOOGL raised their Q2 CapEx guidance by billions to invest in #AI. Theyre spending big to bring us free cutting-edge LLMs. Whats not to like https://www.nicolasbustamante.com/p/burning-billions-the-gamble-behind https://www.nicolasbustamante.com/p/burning-billions-the-gamble-behind"
X Link 2024-07-24T19:00Z [----] followers, [---] engagements
"@shl Thats the way to do it. Claude is so good with React Tailwind and @shadcn"
X Link 2024-07-30T02:45Z [----] followers, [---] engagements
"San Francisco is a terrible unsafe I dont understand how you can live there The terrible city:"
X Link 2024-08-07T02:33Z [----] followers, [--] engagements
"San Francisco is a terrible unsafe I dont understand how you can live there The terrible city at 7pm:"
X Link 2024-08-07T02:38Z [----] followers, [---] engagements
"7am in San Francisco a cable car racing a self driving car. What a time to be alive"
X Link 2024-08-16T13:56Z [----] followers, [---] engagements
"I can't wait to try @Waymo new car. In Q2 $GOOGL said that they did a total of: - [--] million trips to date - [--] million fully autonomous miles on public roads - [-----] weekly paid public rides Mostly in San Francisco and Phoenix"
X Link 2024-08-20T18:11Z [----] followers, [---] engagements
"Agree but I wouldn't count $TSLA out just yet. Teslas have logged [---] billion miles in "supervised" self-driving compared to 20M fully autonomous miles for Waymo. If Teslas get authorization for full self-driving and passenger pick-ups they'll have a significant number of cars on the road"
X Link 2024-08-20T19:02Z [----] followers, [---] engagements
"@PythiaR And $TSLA isnt the only one talking about robotaxis haha"
X Link 2024-08-20T19:31Z [----] followers, [---] engagements
"@PythiaR @KileWasTaken [--] million robotaxi soon according to Q2 [--] earnings call"
X Link 2024-08-20T23:33Z [----] followers, [--] engagements
"@sarahtavel $MSFT has [---] million paid Copilot subscribers. Assuming an ARPU of $20/month this generates $432M representing 21.6% of GitHubs ARR"
X Link 2024-08-21T00:16Z [----] followers, [--] engagements
"@JackCulpan Put your own API key for Claude and OpenAI. [---] requests is too little when Cursor is writing all your code haha"
X Link 2024-08-22T18:15Z [----] followers, [--] engagements
"@mckaywrigley Without the comp and the equity. Best deal for $20 a month"
X Link 2024-08-22T18:18Z [----] followers, [----] engagements
"Amazon Q a GenAI assistant for software development: - The average time to upgrade an application to Java [--] plummeted from whats typically [--] developer-days to just a few hours - We estimate this has saved us the equivalent of [----] developer-years of work - our developers shipped 79% of the auto-generated code reviews without any additional changes - The upgrades have enhanced security and reduced infrastructure costs providing an estimated $260M in annualized efficiency gains One of the most tedious (but critical tasks) for software development teams is updating foundational software. Its"
X Link 2024-08-23T16:21Z [----] followers, [---] engagements
"@GavinSBaker Hawaiian Airlines ($HA) has Starlink on all its [--] Airbus A321neos and the CEO noted that "guest satisfaction on the flights that are Starlink-equipped shows a meaningful improvement""
X Link 2024-09-09T15:23Z [----] followers, [---] engagements
"Casually using @fintoolx to scan [-----] companies for mentions of Starlink"
X Link 2024-09-09T16:19Z [----] followers, [---] engagements
"@Beth_Kindig What's wild is that $NVDA data center revenue growth is roughly the same as $AMD (20% ish) but from $20B v. $2B for AMD"
X Link 2024-09-09T16:52Z [----] followers, [---] engagements
"@lennysan And Linkedin members are growing fast Already surpassing $1B"
X Link 2024-09-09T18:33Z [----] followers, [--] engagements
"@MadConX Wow $GOOG gives $5B+ in SBC per quarter 🤯"
X Link 2024-09-10T16:55Z [----] followers, [---] engagements
"@StockJabber Welcome to San Francisco Next time sit in the passenger seat its even wilder"
X Link 2024-09-25T03:26Z [----] followers, [---] engagements
"@StockJabber @orrdavid Ive not used Uber in SF in months. The experience with Waymo is so much better"
X Link 2024-09-25T13:22Z [----] followers, [--] engagements
"@RihardJarc I can't imagine what Apple is cooking rn. I love my META glasses"
X Link 2024-09-25T18:25Z [----] followers, [---] engagements
"@ContrarianCurse It's a prototype not commercially available. They will sell the next-gen that is likely to look nicer. I love my current Meta glasses"
X Link 2024-09-25T19:09Z [----] followers, [---] engagements
"Wow many thanks @VijarKohli the yet is best to come "I'm a fan of the team and of the product. This is the first investment research tool I've used with a smooth interface. The @fintoolx team gets it. I think they have built a wonderful tool and more investors need to look into it." https://t.co/SrCwoeXFXE https://t.co/SrCwoeXFXE"
X Link 2024-10-11T21:25Z [----] followers, [----] engagements
"@atelicinvest @MatthewKnipfer What type of spam do you get on your terminal"
X Link 2024-10-13T02:54Z [----] followers, [--] engagements
"USA winning again and again and again. Google orders small modular nuclear reactors for its data centres https://t.co/c27d8UcRah Google orders small modular nuclear reactors for its data centres https://t.co/c27d8UcRah"
X Link 2024-10-14T20:44Z [----] followers, [---] engagements
"Dinner at Chipotle bullish on $CMG"
X Link 2024-10-19T02:24Z [----] followers, [---] engagements
"@rohindhar Investing in SF commercial real estate might be a contrarian winning bet"
X Link 2024-10-19T21:49Z [----] followers, [---] engagements
"@atelicinvest Have you tried BYD"
X Link 2024-10-21T04:57Z [----] followers, [---] engagements
"How sure are you The tweet for $MSFT looks good haha: "ABSOLUTELY BLOWOUT $MSFT numbers 🥖🧀🍷 My baguette just did a backflip reading them. Rev +15% Microsoft Cloud +23% 🥐 Mon dieu Subscriptions +10% LinkedIn +10%. Op margin UP to 43% Cost control 🥂 still going Vive la France Extra croissants & escargots for Satya-bae 🐌""
X Link 2024-10-29T21:58Z [----] followers, [---] engagements
"Interesting: $DDOG announced the general availability of LLM Observability a tool designed to help AI application developers and machine learning engineers efficiently monitor improve and secure large language model applications. From 8-K Q2 [----] via @fintoolx"
X Link 2024-11-06T21:46Z [----] followers, [---] engagements
"Interesting from $ARM earnings call: ARM has been actively involved in the development and optimization of AI products particularly focusing on their Compute platform which supports AI from the edge to the cloud. ARM's collaboration with Meta on optimizing Llama [---] using ARM's libraries is a significant milestone enabling faster on-device processing. Additionally ARM's v9 architecture is being increasingly adopted with notable implementations in smartphones and data centers such as the integration with NVIDIA's Grace Blackwell and deployments in Microsoft Azure Cobalt and Google GCPx. ARM's"
X Link 2024-11-07T03:28Z [----] followers, [---] engagements
"From $DDOG Earnings call: Datadog has been actively expanding its platform to include next-gen AI capabilities particularly focusing on LLM observability products. Hundreds of customers are currently using these LLM observability tools which help in reducing the time spent on investigating LLM latency errors and quality from days or hours to just minutes. Datadog has signed a 7-figure annualized expansion with a division of a hyperscaler that is delivering next-gen AI models highlighting the growing demand for scalable platforms that support proactive incident detection in AI environments."
X Link 2024-11-07T18:03Z [----] followers, [---] engagements
"@nikunj @fintoolx Run in the background 24/7 multi-step reasoning high token consumption output only when "work is done""
X Link 2024-11-07T19:54Z [----] followers, [--] engagements
"Recipe for Moderna's Earnings Report Stew🍲 Ingredients: - Revenue Growth 📈: [--] cup of slightly stale revenue with a 4% increase in net product sales for the quarter but a 44% drop for the nine months 📉. Its like adding a pinch of sugar 🍬 to a pot of sour soup 🍲 hoping no one notices the overall tang. - Cost Cuts ✂: [--] tablespoons of cost cuts with a 77% reduction in cost of sales for the quarter 💸. Like trying to make a gourmet dish with leftovers from last year's Thanksgiving 🦃. - Optimistic Projections 🌈: A dash of overly optimistic projections with dreams of lower costs and higher"
X Link 2024-11-07T21:38Z [----] followers, [---] engagements
"Paramount Global ($PARA) Q3 [----] EarningsL - Revenue: The company reported a total revenue of $6.731 billion for the quarter a decrease of 6% compared to $7.133 billion in the same period last year. This decline was primarily driven by lower revenues in the TV Media and Filmed Entertainment segments. - Direct-to-Consumer (DTC) Segment: Paramount's DTC segment showed strong performance with a 10% increase in revenue year-over-year reaching $1.860 billion. This growth was supported by a 25% increase in Paramount+ revenue driven by subscriber growth and ARPU expansion. Paramount+ added 3.5"
X Link 2024-11-08T17:27Z [----] followers, [---] engagements
"Live Nation Entertainment (LYV) Q3 [----] Earnings Call Revenue and Profit Performance: - Ticketmaster sales increased by 15% year-on-year in October with concerts up 23%. - Ticketmaster is expected to have a strong Q4 and continue this momentum into Q1 and throughout next year resembling the strong performance of [----]. - The concert segment is anticipated to maintain margins similar to [----] levels despite increased advertising expenditures and personnel ramp-up for next years shows. Market Conditions and Strategic Initiatives: - The company is focusing on premium experiences as a significant"
X Link 2024-11-12T20:40Z [----] followers, [---] engagements
"Spotify ($SPOT) Q3: - MAU up 14M to 640M net subs up 6M to 252M. - Revenue grew 21% YoY to 4B. Premium revenue up 24% YoY. - Gross margin hit 31.1% operating income 454M. Free cash flow 711M. Q4 guidance: 665M MAU 260M subs 4.1B revenue 31.8% gross margin 481M operating income. Info from @fintoolx"
X Link 2024-11-14T17:26Z [----] followers, [---] engagements
"$PANW Earnings Report: The Dark Side This summary is brought to you with a healthy dose of sarcasm a pinch of skepticism and a lot of AI. Ah Palo Alto Networks the cybersecurity titan has once again dazzled us with their fiscal first quarter [----] earnings report. Revenue soared to a staggering $2.1 billion up 14% from last year. But let's not get too excited shall we Behind the curtain of impressive numbers lies a tale of creative accounting and financial gymnastics that would make even the most seasoned Wall Street acrobat blush. Net income A cool $350.7 million or $0.99 per diluted share if"
X Link 2024-11-20T22:03Z [----] followers, [---] engagements
"Alyssa Harvey Dawson is leaving her position as Chief Legal Officer at HubSpot $HUBS effective December [--] [----]. Her departure is a mutual decision with the Board and is not due to any disagreements with the company. During the transition period until March [--] [----] she will continue in a transitional role to ensure a smooth handover. Info from @fintoolx. [--] sec ago"
X Link 2024-12-05T22:06Z [----] followers, [---] engagements
"@whoiswhisp Pricing is so confusing An Agent Compute Unit (ACU) is various elements such as virtual machine time model inference and networking bandwidth"
X Link 2024-12-11T14:58Z [----] followers, [---] engagements
"@ThierryBreton @elonmusk"
X Link 2024-12-23T05:02Z [----] followers, [--] engagements
"@taylor_jrj2012 @bgurley @tanayj The Average Revenue Per User (ARPU) for PitchBook in FY [----] is approximately $5117.03 USD"
X Link 2024-12-28T17:57Z [----] followers, [--] engagements
"Make San Francisco Roman-Greek again"
X Link 2024-12-30T06:03Z [----] followers, [---] engagements
"Next feature: Waymo drives him to the police station. No this is not a parody this guy tried to steal a Waymo 😂💀 https://t.co/Kk7RYhRL0H No this is not a parody this guy tried to steal a Waymo 😂💀 https://t.co/Kk7RYhRL0H"
X Link 2025-01-05T03:31Z [----] followers, [---] engagements
"Dana White John Elkann and Charlie Songhurst have been elected to the Meta Board of Directors as of January [--] [----]. This expansion increases the board size to thirteen members. Each new member brings a wealth of experience: Dana White is the President and CEO of UFC John Elkann is the CEO of Exor and Charlie Songhurst is a technology investor with a background in corporate strategy at Microsoft. $META Info from @fintoolx"
X Link 2025-01-06T22:28Z [----] followers, [---] engagements
"@blondesnmoney Get a toxic AI finance girl. Always available. Toxicity on demand"
X Link 2025-01-07T17:42Z [----] followers, [--] engagements
"@stockgutter The maximum Performance Stock Unit (PSU) for the CEO is [------] shares which represents 300% of the target number of PSUs He has until Dec 2026"
X Link 2025-01-07T19:11Z [----] followers, [---] engagements
"@borrowed_ideas @LibertyRPF @fintoolx @GroqInc @CerebrasSystems Speed is also important because it allows to run LLM on larger content set (we have [--] times the size of wikipedia) and iterate faster without having to wait a month for the experiment to finish. https://www.nicolasbustamante.com/p/but-but-you-were-supposed-to-be-a https://www.nicolasbustamante.com/p/but-but-you-were-supposed-to-be-a"
X Link 2025-01-08T21:57Z [----] followers, [--] engagements
"@LibertyRPF @borrowed_ideas @fintoolx @GroqInc @CerebrasSystems Yes Especially since the new reasoning models use a search algo at run time Faster means the LLM can explore more possibilities. https://x.com/tsarnick/status/1877089046528217269 Franois Chollet says OpenAI's o1 model is running a search process in the space of possible chain of thought generating a natural language program and adapting to novelty in a "genuine breakthrough" showing progress "far beyond the classical deep learning paradigm" https://t.co/rfXorf9ti5 https://x.com/tsarnick/status/1877089046528217269 Franois Chollet"
X Link 2025-01-08T21:58Z [----] followers, [---] engagements
"San Francisco Ocean Beach"
X Link 2025-01-12T01:01Z [----] followers, [---] engagements
"@PVofFCF LLMs do a great job at spotting some bear case scenarios. E.g with $COST last earnings call"
X Link 2025-01-12T02:57Z [----] followers, [--] engagements
"Can't wait for an AI to ask questions during earnings call 82m parameters fully open source what a time to be alive https://t.co/vRpJt9GKV5 82m parameters fully open source what a time to be alive https://t.co/vRpJt9GKV5"
X Link 2025-01-13T20:22Z [----] followers, [---] engagements
"@TheLAPurchaser Only when you ride in a Waymo you can understand the value of it compared to $UBER. People are willing to wait longer and pay more just to get into a self driving car because the experience is 10x"
X Link 2025-01-14T05:24Z [----] followers, [---] engagements
"@nicoaferr I can see the Sunset Also Golden Gate Park is 20% bigger than Central Park"
X Link 2025-01-14T05:31Z [----] followers, [---] engagements
"$TSMC $UNH $BAC $MS all reporting at once No problem My @fintoolx AI is on itkeeping me updated with the highlights :)"
X Link 2025-01-16T18:15Z [----] followers, [---] engagements
"@carophil_ @seema_amble @GoldmanSachs @fintoolx AI. Always available to be berated"
X Link 2025-01-17T00:18Z [----] followers, [--] engagements
"@JohnLeFevre Draft me a S1 for Databricks looking similar to $SNOW Form S-1 One prompt w. @fintoolx"
X Link 2025-01-17T01:19Z [----] followers, [----] engagements
"Bull case for $NFLX: - Strong growth in the ad-supported tier is driving user and revenue growth. In Q4 the ads plan represented over 55% of sign-ups across ad countries with membership on those plans increasing about 30% quarter-over-quarter. Ads revenue exceeded targets doubled year-over-year last year and is expected to double again this year. - Significant potential for revenue growth in existing markets. Netflix currently earns only 6% of the revenue opportunity in the countries and segments it serves indicating a long runway for increasing market share. The company believes it can"
X Link 2025-01-22T00:13Z [----] followers, [---] engagements
"Did OpenAI stop working with Microsoft Larry Ellison says the Stargate Project will construct the largest computer ever built which will enable AI to create cancer vaccines personalized medicine and pandemic prevention https://t.co/Sie3bXiSTQ Larry Ellison says the Stargate Project will construct the largest computer ever built which will enable AI to create cancer vaccines personalized medicine and pandemic prevention https://t.co/Sie3bXiSTQ"
X Link 2025-01-22T03:05Z [----] followers, [---] engagements
"@SMT_Solvers @satyanadella Hum or he thinks LLM will get commoditized fast (look at Deepseek) and wants to stop over investing"
X Link 2025-01-22T03:11Z [----] followers, [--] engagements
"@Factschaser IMO Waymo is winning then Tesla then Zoox"
X Link 2025-01-22T03:12Z [----] followers, [--] engagements
"This is misleading. Mister Buffett focuses on multi billions $$ investments. The $NU position is likely from Todd Combs his investment manager. Berkshire Hathaway $BKR.A has invested in Nu Holdings a Brazilian digital banking company that has its own cryptocurrency platform and supports the cryptocurrency market. Buffetts company initially invested $500 million in a Series G funding round in [----] followed by another Berkshire Hathaway $BKR.A has invested in Nu Holdings a Brazilian digital banking company that has its own cryptocurrency platform and supports the cryptocurrency market. Buffetts"
X Link 2025-01-23T19:33Z [----] followers, [---] engagements
"@RihardJarc IMO Deepseek is putting a hold on the narrative that more CAPEX = better models. At least for the pre-training part"
X Link 2025-01-24T14:22Z [----] followers, [---] engagements
"o3-mini is so good it can get a job at OpenAI. I wonder how much salary it will get"
X Link 2025-01-31T19:05Z [----] followers, [---] engagements
"Models are so versatile. LIke o1-preview in some cases is better than o1"
X Link 2025-01-31T19:07Z [----] followers, [--] engagements
"From China Deepseek to Europe Deepshit. @MistralAI can do 100x faster better and without taxpayer money. AI made in OpenEuroLLM the first family of open source Large Language Models covering all EU languages has earned the first STEP Seal for its excellence. It brings together EU startups research labs and supercomputing hosts to train AI on European supercomputers https://t.co/9YvWBW1CpL AI made in OpenEuroLLM the first family of open source Large Language Models covering all EU languages has earned the first STEP Seal for its excellence. It brings together EU startups research labs and"
X Link 2025-02-04T16:21Z [----] followers, [---] engagements
"Do I see price reduction AND Databricks in the same sentence Is it Christmas"
X Link 2025-02-07T17:49Z [----] followers, [---] engagements
"Oh pretty cool Google published an academic paper on GenAI in Finance and cited @fintoolx when discussing how LLM applications are excelling at numerical reasoning benchmarks Large language models have a reputation for struggling with math and numbers but I think that's a misguided perspective. Base models have become incredibly powerful and with the right architecture around them they can analyze thousands of companies compute numbers do some modeling in minutes. [----] will be the year the LLM finance vertical scales"
X Link 2025-02-07T17:59Z [----] followers, [---] engagements
"Amazon's Latest Updates on LLM and AI Products: Amazon has made significant advancements in its AI and LLM (Large Language Model) offerings particularly through its AWS (Amazon Web Services) division. Here are the key highlights: [--]. Amazon Nova: - Amazon's own family of foundation models Nova has been launched. These models are designed to offer lower latency reduced costs and seamless integration with Amazon Bedrock features such as fine-tuning model distillation knowledge bases and agentic capabilities. - Thousands of customers including Deloitte SAP Robinhood and Palantir Technologies are"
X Link 2025-02-07T22:33Z [----] followers, [---] engagements
"Palantir ($PLTR) welcomes Jeffrey Buckley back as Chief Accounting Officer effective March [--] [----] with a base salary of $400K and a RSU grant worth $3.5M. David Glazer continues as CFO. Info from @fintoolx"
X Link 2025-02-28T19:30Z [----] followers, [---] engagements
"@dalibali2 Wait did I miss the dividend Are they doing any buybacks too Where is my capital appreciation"
X Link 2025-03-06T04:01Z [----] followers, [--] engagements
"@PaneerCap lol ServiceNow bragging in the last earnings call about driving efficiency gains in federal agencies 🥶"
X Link 2025-03-06T04:29Z [----] followers, [--] engagements
"@byersblake Any news on potentially reverting a P53 mutation is newlimit working on that"
X Link 2025-03-11T00:10Z [----] followers, [---] engagements
"$PLTR Palantir has entered a strategic partnership with Databricks to integrate its AI operating system with Databricks Data Intelligence Platform. This will enable lower TCO and secure real-time autonomous AI workflows for mission-critical operations. Info from @fintoolx"
X Link 2025-03-14T17:16Z [----] followers, [---] engagements
"- Oracle Corp has been selected by Singapores Defence Science and Technology Agency to deploy its air-gapped Oracle Cloud Isolated Region for supporting the Ministry of Defence and Singapore Armed Forces enhancing secure cloud computing and AI capabilities.- The initiative aims to modernize digital operations through a secure sovereign cloud environment that offers high-performance services including scalable data management and advanced AI deployments. Info from @fintoolx"
X Link 2025-03-20T16:34Z [----] followers, [---] engagements
"@sytaylor No need @fintoolx has Deep Research capabilities on top of trusted accurate proprietary data verified by a multi-Agent verification system. It includes all SEC filings earnings call + all my private docs"
X Link 2025-03-21T19:16Z [----] followers, [---] engagements
"$MDB: Mike Berry has been appointed as CFO effective May [--] [----]. - Berry brings over [--] years of financial and operational experience in software and cloud businesses having served as CFO at companies like NetApp McAfee and FireEye. - The compensation package includes a base salary of $350000 a target cash bonus of 65% of his base and RSU grants valued at approximately $12M plus a $3M sign-on bonus. - His responsibilities will include leading accounting FP&A treasury and investor relations aligning with MongoDBs strategic and financial objectives"
X Link 2025-04-28T16:51Z [----] followers, [--] engagements
"@heyjchu I've always found Elastic's blend of vector and keyword search solid. Never understood the hype around standalone vector databases. Same with open-source LLM frameworks Ive never seen anyone serious actually using them"
X Link 2025-04-29T03:47Z [----] followers, [----] engagements
"Waymo self driving dog"
X Link 2025-05-06T00:41Z [----] followers, [---] engagements
"@pernasresearch I keep receiving request from GLG Guidepoint etc to talk about OpenAI Datadog Braintrust etc for $400 an hour"
X Link 2025-06-03T01:35Z [----] followers, [---] engagements
"You could do 10x better by ditching your CMS and go full code with @vercel for hosting @shadcn for all components UI and Typescript/React/Tailwind etc. @cursor_ai will write the whole website in an hour. It will look super clean and sharp. Right now it looks like it was made in 2005"
X Link 2025-06-07T02:51Z [----] followers, [--] engagements
"@xai Grok-4s voice is phenomenal brainstorming with it feels like chatting with a genius and the whole experience is seamless. Remind me again why we still talk to humans"
X Link 2025-07-12T19:51Z [----] followers, [--] engagements
"Cool Very important in Finance to have a good embeddings model because the difference between restructuring and bankruptcy is a few words.and a few billion dollars. Gemini Embeddings General Available First Gemini Embedding model (gemini-embedding-001) now available for production use ranking top on MMTEB optimized for finance science legal search code. 👀 - 🏦$0.15 per million input tokens with free tier. - 🥇 Top MMTEB https://t.co/2nV0FIlj7p Gemini Embeddings General Available First Gemini Embedding model (gemini-embedding-001) now available for production use ranking top on MMTEB"
X Link 2025-07-14T17:42Z [----] followers, [---] engagements
"Interesting Twilio's real-world agent using MCP finished tasks 20% faster reduced API calls 19% required fewer interactions and had a better success rate than just relying on an API"
X Link 2025-07-15T15:46Z [----] followers, [---] engagements
"Psyho is saving humanity from AGI. Humanity has prevailed (for now) I'm completely exhausted. I figured I had 10h of sleep in the last [--] days and I'm barely alive. I'll post more about the contest when I get some rest. (To be clear those are provisional results but my lead should be big enough) https://t.co/fIMo0ifNCd Humanity has prevailed (for now) I'm completely exhausted. I figured I had 10h of sleep in the last [--] days and I'm barely alive. I'll post more about the contest when I get some rest. (To be clear those are provisional results but my lead should be big enough)"
X Link 2025-07-16T18:54Z [----] followers, [---] engagements
"God bless @huggingface Inference Endpoints"
X Link 2025-07-16T21:40Z [----] followers, [--] engagements
"Wow @Cloudflare is so beautiful design. Everything is fast and easy to use. Amazing job @eastdakota"
X Link 2025-07-18T18:18Z [----] followers, [---] engagements
"- Netflix will invest over [--] billion ($1.14 billion) in Spanish content production through [----] as part of its international growth strategy.- - Spanish titles achieved over [--] billion hours of global viewing in [----] surpassing French content despite a smaller subscriber base. - Netflixs Tres Cantos campus near Madrid its largest studio complex in Europe with [--] soundstages has filmed in over [---] cities and supported [-----] jobs. - This Spanish commitment complements a broader strategy including a $2.5 billion investment in Korean content over four years. Info from @fintoolx"
X Link 2025-07-18T22:57Z [----] followers, [---] engagements
"@nikunj Literally half of Cloudflare call to actions in their UI is "block AI bots""
X Link 2025-07-19T15:42Z [----] followers, [---] engagements
"@ryancarson I've seen one guy on our team: Gemini Code + Vim. Super fast with all the shortcuts"
X Link 2025-07-19T16:17Z [----] followers, [--] engagements
"- Alphabet $GOOGL beat Q2 sales and profit estimates amid strong demand for AI products and capital expenditures guidance for [----] was increased to $85 billion $10 billion above prior forecast to support AI infrastructure investment. Info from @fintoolx"
X Link 2025-07-24T17:06Z [----] followers, [---] engagements
"U.S. lawmakers have subpoenaed JPMorgan Chase and Bank of America over their role in the $5.2 billion IPO of Chinese battery maker CATL citing national security concerns and ties to the Chinese military Info from @fintoolx"
X Link 2025-07-24T17:07Z [----] followers, [---] engagements
"@garrytan pro tip: ask your LLM to output typos"
X Link 2025-07-25T22:23Z [----] followers, [---] engagements
"Open-access medical papers PubMed/PMC/S2ORC combined are 0.2-0.5 % of the total byte-count sitting in EDGAR (1000 TB)"
X Link 2025-07-26T20:12Z [----] followers, [---] engagements
"True. Unless you price per seat is $2000+/yr Otherwise you pray every day that inference price keeps failing. Just tried Claude Code with usage based pricing and now I 100% believe that every ai coding agent with seat based pricing is losing money hand over fist Just tried Claude Code with usage based pricing and now I 100% believe that every ai coding agent with seat based pricing is losing money hand over fist"
X Link 2025-07-30T21:47Z [----] followers, [---] engagements
".@fintoolx for US Equities. The right move. @hiteshkar @iancassel @IrrationalMrkts I use @compoundingaiin for Indian equities and Fintool for US. @hiteshkar @iancassel @IrrationalMrkts I use @compoundingaiin for Indian equities and Fintool for US"
X Link 2025-07-31T18:07Z [----] followers, [---] engagements
"It's the only reason why I open an Azure account in the first place. You really think Azure's 39% growth is organic while AWS grew only 18% Think again. Hint: OpenAI. You really think Azure's 39% growth is organic while AWS grew only 18% Think again. Hint: OpenAI"
X Link 2025-08-01T20:18Z [----] followers, [---] engagements
"I need @braintrustdata MCP for LOGS not evals"
X Link 2025-08-05T21:25Z [----] followers, [---] engagements
"Claude Code is AGI. If you open several terminals youll have several AGIs"
X Link 2025-08-09T00:45Z [----] followers, [---] engagements
"Looks like as complex as Credit Default Swaps in [----]. The guy behind must be French. Many friends including myself have been offered allocation into OpenAI or Anthropic SPVs this week. Minimum check sizes are $100k-$1M with fees as high as 16%. From what I understand folks are creating SPVs on top of SPVs and making management fees on top of them. Its like a Many friends including myself have been offered allocation into OpenAI or Anthropic SPVs this week. Minimum check sizes are $100k-$1M with fees as high as 16%. From what I understand folks are creating SPVs on top of SPVs and making"
X Link 2025-08-10T03:50Z [----] followers, [---] engagements
"AWS wrapper. I dont get why people get annoyed at being called an LLM wrapper. Look aroundyou are an LLM wrapper. We all are. I dont get why people get annoyed at being called an LLM wrapper. Look aroundyou are an LLM wrapper. We all are"
X Link 2025-08-24T19:44Z [----] followers, [---] engagements
"@dalibali2 I used $SNOW for [--] years but now I'm on Databricks. DatabricksSNOW"
X Link 2025-08-27T20:53Z [----] followers, [---] engagements
"If you are good AI makes your 100x better. But if you are bad it just scales your mediocrity Expertise compounds in the age of AI. The productivity of an expert is outpacing everything else. Box CEO @levie says those who know how to frame problems test outputs and pull the right levers are extracting far more value from AI than anyone else. https://t.co/H6JmbDUw4H Expertise compounds in the age of AI. The productivity of an expert is outpacing everything else. Box CEO @levie says those who know how to frame problems test outputs and pull the right levers are extracting far more value from AI"
X Link 2025-08-28T18:06Z [----] followers, [---] engagements
"@P_Remarks and Yipit GLG and @fintoolx bro. Long $MDB"
X Link 2025-08-28T22:21Z [----] followers, [----] engagements
"@AlexKolicich Google is the next OpenAI"
X Link 2025-09-03T23:44Z [----] followers, [--] engagements
"@evantindell Interesting I live in San Francisco and here we all use Waymo and Uber when Waymo's wait time is too long. Lyft has disappeared. Do you think it can stay a standalone company or it's an acquisition target for $AMZN to push their autonomous Zoox"
X Link 2025-09-04T17:07Z [----] followers, [---] engagements
"According to @fintoolx $LYFT CEO said that his share was flat but in q4 [----]. Waymo deployed way more cars in [----]. Also maybe volume is stable but for sure they are losing high value customers to Waymo. They are keeping the price-sensitive-low-margin customers. But yes maybe the overall market will grow and AV are just unlocking a new transportation segment"
X Link 2025-09-04T17:51Z [----] followers, [--] engagements
"$SNOW changing its accounting practices on a Friday night. "This will increase R&D and reduce near-term profitability." $SNOW changes its accounting practices: - Previously Snowflake could capitalize (defer as assets) many software development costs and amortize them over time. - Now they must expense these costs immediately until the software reaches technological feasibility. - This will $SNOW changes its accounting practices: - Previously Snowflake could capitalize (defer as assets) many software development costs and amortize them over time. - Now they must expense these costs immediately"
X Link 2025-09-05T22:25Z [----] followers, [---] engagements
"@BucknSF Agree But I do you get exposure to SF commercial real estate market"
X Link 2025-09-06T15:09Z [----] followers, [---] engagements
"@spolu What about data ingestion (E.g Databricks Spark) and search (only Elastic or vector DB as well) I wish I had selected WorkOS over Auth0 😞 temporal is a good one too"
X Link 2025-09-10T15:44Z [----] followers, [---] engagements
"Soon in New York. "Happy Yeltsin Supermarket Day" https://t.co/zWqIRGeQ5H via @CatoInstitute [--] years ago today pudding pops defeated communism. Celebrate accordingly. https://t.co/jjVCESzN3Q "Happy Yeltsin Supermarket Day" https://t.co/zWqIRGeQ5H via @CatoInstitute [--] years ago today pudding pops defeated communism. Celebrate accordingly. https://t.co/jjVCESzN3Q"
X Link 2025-09-17T02:27Z [----] followers, [---] engagements
"I've been literally using LLM voice dictation ALL the time for at least the past year and Telegram voice messages for [--] years. I Am Voicepilled. A major step forward in humancomputer interaction wont come from bigger models alone but from how we talk to them natively with our voices. More thoughts: I Am Voicepilled. A major step forward in humancomputer interaction wont come from bigger models alone but from how we talk to them natively with our voices. More thoughts:"
X Link 2025-09-19T20:34Z [----] followers, [---] engagements
"Okay because this H1B news sucks let's talk about the new Grok [--] that is better than Gemini [---] Pro on par with Claude [---] Opus while being way cheaper. and [---] output tokens per second which is 20x faster than Opus in end to end response time. Introducing Grok [--] Fast a multimodal reasoning model with a 2M context window that sets a new standard for cost-efficient intelligence. Available for free on https://t.co/AnXpIEOhOD https://t.co/53pltypvkw iOS and Android apps and OpenRouter. https://t.co/3YZ1yVwueV Introducing Grok [--] Fast a multimodal reasoning model with a 2M context window that sets"
X Link 2025-09-20T04:57Z [----] followers, [----] engagements
"Bam Great job @fintoolx run Qwen3-235B Instruct on Cerebras because once the model is good at tool calling speed is the next most valuable thing. Why dont you disclose average tokens per second from your API Claude Sonnet is super slow. If you are just as good but faster it will be a banger"
X Link 2025-09-23T22:24Z [----] followers, [---] engagements
"Pricing is a joke: Opus [---] is 5194% more expensive than grok-code-fast-1 and has 1.3x smaller context window"
X Link 2025-09-23T23:54Z [----] followers, [----] engagements
"Huh I was wondering about the sudden influx of French founders in San Francisco In case you're not following French news the economist who's influencing the left wing tax thinking and program is advocating for a 8% wealth tax. In case you're not following French news the economist who's influencing the left wing tax thinking and program is advocating for a 8% wealth tax"
X Link 2025-09-24T23:49Z [----] followers, [---] engagements
"As your President I can send you a SORA [--] invite. Just ask"
X Link 2025-10-01T03:13Z [----] followers, [---] engagements
"@mfts0 @didier_lopes @ravo The big paradigm shift happened when the Claude Code team discovered that agentic search (grep LS read) outperformed their embeddings RAG. At the cost of additional latency and cost: no index index"
X Link 2025-10-04T17:35Z [----] followers, [---] engagements
"@jeffreyhuber @didier_lopes Agents today read it all by default. They use grep/glob just to get a doc ID and read the whole doc not chunks of it. When you read it all the quality of the initial search matters less. Thats why Claude Code ditched their embeddings RAG for agentic search"
X Link 2025-10-04T17:40Z [----] followers, [--] engagements
"@IronRedSandHive @tristanbob Open Claude Code to experience the power of agentic search. Thats the best benchmark"
X Link 2025-10-04T23:42Z [----] followers, [--] engagements
"If Im elected President of France I will hang Claude Code with Sonnet [---] in the Louvre. Vote for me"
X Link 2025-10-05T19:07Z [----] followers, [---] engagements
"Looking at a Honduras drug dealer counting their cash in front of my San Francisco office in the Mission made me realize those guys make more ARR than most of the startups in my building"
X Link 2025-10-06T16:03Z [----] followers, [---] engagements
"@nikunj @OpenAI Shipping fast is a moat. Speed matters in business"
X Link 2025-10-06T18:27Z [----] followers, [---] engagements
"You can now chat with apps in ChatGPT. https://t.co/T9Owi3POim You can now chat with apps in ChatGPT. https://t.co/T9Owi3POim"
X Link 2025-10-07T03:27Z [----] followers, [---] engagements
"And AI is climbing fast the "Finance Agent Benchmark" which replicates the work of an equity analyst. Questions are like: "How much M&A firepower does Amazon have as of FY2024 end including balance sheet cash non-restricted cash and other short term investments and up to 2x GAAP EBITDA leverage""
X Link 2025-10-13T17:18Z [----] followers, [---] engagements
"@bhalligan Customers demand budget predictability. Even usage-based companies like Snowflake have adopted capped pricing tiers to meet that expectation"
X Link 2025-10-17T03:44Z [----] followers, [---] engagements
"People are sleeping on how good Claude AI is for complex B2B use cases compared to ChatGPT and Gemini. I just fed it a 180k-line spreadsheet. Gemini refused the job and ChatGPT worked on the CSV for a bit and then hallucinated while Claude carefully used Python and did a great job"
X Link 2025-10-17T16:29Z [----] followers, [---] engagements
"mega sick ux wow. Claude Code can now ask you interactive questions when it needs more information or when there are multiple paths forward. https://t.co/zwlP8aSkBv Claude Code can now ask you interactive questions when it needs more information or when there are multiple paths forward. https://t.co/zwlP8aSkBv"
X Link 2025-10-17T19:10Z [----] followers, [---] engagements
"@juberti @CerebrasSystems @GroqInc Thanks for sharing It's useful to see the TTFT. @CerebrasSystems run Llama-3.1 so if we compare with Groq-Llama-3.1 then Cerebras is [----] times faster (154ms v. 392ms)"
X Link 2024-08-29T18:20Z [----] followers, [---] engagements
"Going full on Jensen is the only way to succeed in GenAI"
X Link 2025-02-09T00:05Z [----] followers, [---] engagements
"You're right I also found plenty of errors from the income statement (e.g Factset is wrong on $AMD Q4 [----] COGS). Then as you mentioned they fail for KPIs understanding footnotes (goodwill impairment expense) restatements etc I would be happy to show you how LLMs are a game-changer for accurate data extraction auditability and. accounting understanding"
X Link 2025-02-17T20:37Z [----] followers, [---] engagements
"@stoitz @Tintincapital denred is also facing competition from new entrants in France like Swile (still private). They are losing the small/mid market to them"
X Link 2025-02-19T16:14Z [----] followers, [--] engagements
"@YoungGandalph @PedSaif @buccocapital Agree but hallucinations are fixable with the correct infrastructure around the LLM"
X Link 2025-02-21T02:00Z [----] followers, [--] engagements
"@thomashawk Something that was also better with our old San Francisco: the China Beach Lifeguard Station. I cant believe this ugly thing is standing in ruins there in one of the most expansive pieces of real estate in the U.S"
X Link 2025-02-22T05:49Z [----] followers, [--] engagements
"@SFCCM @thomashawk Any clue on how we can restore it Who owns it"
X Link 2025-02-22T18:30Z [----] followers, [--] engagements
"@pitdesi It could be our Eiffel Tower"
X Link 2025-02-24T16:27Z [----] followers, [--] engagements
"Microstrategy almost owns 500k Bitcoins SEC Filing update: Completed a $2.0bn [----] convertible notes offering with net proceeds of $1.99bn. Proceeds funded the acquisition of [-----] bitcoins at an average price of $97514; total bitcoin holdings now approximate [------]. Info from @fintoolx"
X Link 2025-02-25T00:07Z [----] followers, [---] engagements
"@altcap Why wait for the government when private philanthropy already gives $557B a year in the U.S We could pick some underserved ZIP codes and start there"
X Link 2025-05-26T15:30Z [----] followers, [---] engagements
"How do I get exposure to the SF real estate market Its 📈 📈"
X Link 2025-08-25T02:09Z [----] followers, [---] engagements
"@eisokant @CoreWeave 2GW Congrats @eisokant 🤗"
X Link 2025-10-15T15:11Z [----] followers, [----] engagements
"Context window to infinity. What if scaling the context windows of frontier LLMs is much easier than it sounds Were excited to share our work on Recursive Language Models (RLMs). A new inference strategy where LLMs can decompose and recursively interact with input prompts of seemingly unbounded length https://t.co/U0tGWmPybl What if scaling the context windows of frontier LLMs is much easier than it sounds Were excited to share our work on Recursive Language Models (RLMs). A new inference strategy where LLMs can decompose and recursively interact with input prompts of seemingly unbounded"
X Link 2025-10-16T00:46Z [----] followers, [---] engagements
"@simonw Is fine-tuning really worth it for most applications - If you do it for quality the next model generation will likely outperform your fine-tuned one. - if you do it for speed you can just run Qwen on Cerebras at [----] tokens/sec. https://www.nicolasbustamante.com/p/burning-billions-the-gamble-behind https://www.nicolasbustamante.com/p/burning-billions-the-gamble-behind"
X Link 2025-10-17T19:06Z [----] followers, [---] engagements
"So good to see Claude for Chrome browsing Airbnb like a beast while I relax with my daughter. Thanks for automating stupid work"
X Link 2025-10-20T03:23Z [----] followers, [---] engagements
"People underestimate how fast an AI application can take off once the agent really works. 🚨 Scoop Exclusive @BusinessInsider numbers on @Replit's growth as vibe coding takes off. The startup is projecting $1B in revenue by the end of [----] and is already closing in on $250M in ARR @amasad says. Replit announced $150M in ARR just a few weeks ago. https://t.co/GlCfec70TF 🚨 Scoop Exclusive @BusinessInsider numbers on @Replit's growth as vibe coding takes off. The startup is projecting $1B in revenue by the end of [----] and is already closing in on $250M in ARR @amasad says. Replit announced"
X Link 2025-10-21T00:43Z [----] followers, [---] engagements
"@GabrielPeterss4 South San Francisco"
X Link 2025-10-23T03:23Z [----] followers, [---] engagements
"@AlexKolicich I lived in Paris and spent a lot of time in Madrid/London etc and San Francisco is just so beautiful and relaxing. And the people are NICE and SMART. I just 10x my intellectual output by moving here. I will never leave"
X Link 2025-10-24T04:26Z [----] followers, [--] engagements
"@divyahansg @nilamg Congrats :) Future constellation software"
X Link 2025-11-04T22:02Z [----] followers, [---] engagements
"Excellent article showing that most tools should just be MCP/APIs available in the filesystem and not in the system prompt with a tool_description that will pollute the context window. New on the Anthropic Engineering blog: tips on how to build more efficient agents that handle more tools while using fewer tokens. Code execution with the Model Context Protocol (MCP): https://t.co/PeStmufIkp New on the Anthropic Engineering blog: tips on how to build more efficient agents that handle more tools while using fewer tokens. Code execution with the Model Context Protocol (MCP):"
X Link 2025-11-05T20:11Z [----] followers, [---] engagements
"First rise in $TSLA Robotaxi tonight. Very smooth and super cheap. Mega weird to have a guy behind the wheel but doing nothing"
X Link 2025-11-07T05:52Z [----] followers, [---] engagements
"@kakashiii111 CoreWeave depreciates GPUs over 8-12 years but their own customer contracts last 2-5 years and their lending docs use [--] years [--]. When electric power is the constraint why run [--] old Blackwells when [--] new chip delivers same output at 1/3 the power"
X Link 2025-11-11T18:07Z [----] followers, [---] engagements
"Showing COT will disappear. It's just a UX trick so you see something while you wait for the final answer. @itsohqay there's a short cot sometimes we don't show it because we've made it so quick you'll never notice but it is smarter @itsohqay there's a short cot sometimes we don't show it because we've made it so quick you'll never notice but it is smarter"
X Link 2025-11-12T20:09Z [----] followers, [---] engagements
"Feature request for @rauchg: add a Vercel-native Content Negotiation Mode that auto-serves Markdown to LLMs/AI agents based on Accept/User-Agent detection while serving HTML to browsers. When Claude Code fetches Buns docs Buns docs now send markdown instead of HTML by default This shrinks token usage for our docs by about 10x https://t.co/cvasTo6h43 When Claude Code fetches Buns docs Buns docs now send markdown instead of HTML by default This shrinks token usage for our docs by about 10x https://t.co/cvasTo6h43"
X Link 2025-11-13T17:47Z [----] followers, [---] engagements
"@bubblebabyboi Capabilities improve only at the frontier like complicated math so most people dont notice it and think it plateaus (which is wrong) https://www.nicolasbustamante.com/p/are-llms-plateauing-no-you-are https://www.nicolasbustamante.com/p/are-llms-plateauing-no-you-are"
X Link 2025-11-16T00:46Z [----] followers, [----] engagements
"Warren Buffett's Berkshire Hathaway insurance operations are very complex. I invested a lot in BRK so each time they report I need to understand how is the insurance business doing (especially GEICO). It used to be a nightmare. Now I just ask @fintoolx to output a clean Excel I can navigate and download"
X Link 2025-11-18T19:40Z [----] followers, [---] engagements
"I don't understand what's happening between CoreWeave and Nvidia so I asked @fintoolx create a chart to explain the relationship. According to Fintool Coreweave: [--]. Is the first cloud provider to get access to NVIDIAs new chips like the GB300. [--]. If they don't sell the capacity NVIDIA has to buy it back. Up to $6.3B. CoreWeave's unfair advantage is to have access to the latest chip + to have secure revenue through the cloud capacity agreement. And for $NVDA well they own 6.6% of the business"
X Link 2025-11-21T17:45Z [----] followers, [---] engagements
"This is very important. Yes Opus [---] is 60% more expensive than Sonnet BUT it's way more token efficient which means it could be as fast and relatively the same price or slightly more expensive depending on the task. one fact people won't realize immediately about opus 4.5: it's remarkably token-efficient. all-in it's often cheaper than sonnet [---] and other models for cost-per-task-success. glad sourcegraph is seeing this early in Amp we find that opus [---] with medium effort is pareto https://t.co/0WILt7tXpB one fact people won't realize immediately about opus 4.5: it's remarkably"
X Link 2025-11-25T02:14Z [----] followers, [---] engagements
"My bull thesis on $ABNB $ABNB has no advertising business $ABNB has no advertising business"
X Link 2025-12-07T21:01Z [----] followers, [----] engagements
"Gitlab is an interesting example of public market dynamics. They have consistently grow their quarterly revenue to $244M reduce their loss to only -$8M per quarter and yet the stock price remains flat since their IPO. Why"
X Link 2025-12-11T17:30Z [----] followers, [---] engagements
"Wooooow OpenAI is adopting Anthropic paradigm. Big win for the filesystem and the Skill paradigm Whoa. ChatGPT has a /home/oai/skills folder now https://t.co/Yzljzr0ENH Whoa. ChatGPT has a /home/oai/skills folder now https://t.co/Yzljzr0ENH"
X Link 2025-12-12T16:29Z [----] followers, [---] engagements
"Broadcom Q4 FY2025 Earnings: AI revenue hit $6.5B (+74% YoY) as custom XPU demand accelerates. Key highlights: - Total revenue: $18.0B (+28% YoY) - FY2025 AI revenue: $20B (+65% YoY) - AI backlog: $73B for next [--] months - Q1 FY26 AI guidance: $8.2B (+100% YoY) Fifth XPU customer acquired. OpenAI partnership for 10GW through [----] announced. With hyperscalers increasingly building custom silicon to compete with NVIDIA how do you see the AI chip landscape evolving over the next 2-3 years"
X Link 2025-12-15T19:05Z [----] followers, [---] engagements
"Things are heating up December [--] 2025: Netflix and Warner Bros. Discovery announced a definitive merger agreement valued at $82.7 billion enterprise value ($72 billion equity). The deal would give Netflix control of HBO HBO Max DC Studios Harry Potter Game of Thrones and Lord of the Ringswhile spinning off WBD's cable networks (including CNN) into a separate company December [--] 2025: Paramount Skydance went hostile. CEO David Ellison launched an all-cash tender offer directly to WBD shareholders at $30 per share ($18 billion more in cash value than Netflix's offer) ALSO Trump is involved:"
X Link 2025-12-15T19:41Z [----] followers, [----] engagements
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