@tofdaj Avatar @tofdaj J

J posts on X about ai, meta, $goog, $googl 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 technology brands 32.2% stocks 31.36% finance 18.64% countries 10.17% social networks 4.24% automotive brands 3.39% cryptocurrencies 1.69% travel destinations 1.69% fashion brands 0.85% celebrities 0.85%

Social topic influence ai 11.86%, meta 10.17%, $goog 7.63%, $googl 5.93%, $meta 5.08%, $uber 4.24%, debt 3.39%, $regn 3.39%, $sny 3.39%, whatsapp 2.54%

Top accounts mentioned or mentioned by @firstadopter @ericjhonsa @benbajarin @crashkolnikov @buccocapital @jaredkubin @thelapurchaser @mingfang1979 @natetures @emollick @akramsrazor @blueprintsmb22 @nuancerocket @rodd @upslopecapital @wisemancap @cashflowcowboy @williamr2rclub @neilksethi @tylermacro10

Top assets mentioned Alphabet Inc Class A (GOOGL) Metadium (META) Uber Technologies, Inc. (UBER) Regeneron Pharmaceuticals Inc (REGN) Synthetify (SNY) Veeva Systems, Inc. (VEEV) NVIDIA Corp. (NVDA) Salesforce Inc (CRM) Tesla, Inc. (TSLA) Teradyne, Inc. (TER) Allegheny Technologies (ATI) Netflix Inc (NFLX) Atlassian Corporation PLC (TEAM) Now Coin (NOW) Amgen, Inc. (AMGN) ServiceNow Inc (NOW) Novartis AG (NVS) Lyft, Inc. Class A Common Stock (LYFT) HealthSci.AI (HSAI) Mattel, Inc. (MAT) Hasbro, Inc. (HAS) Concentrix Corporation Common Stock (CNXC)

Top Social Posts

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

"So about that Meta AI ROI - $META $GOOG Even accounting for youtube's subscription revenue growing at a 23% CAGR. Meta is still growing faster than total youtube's 16% (which is actually equal to $NFLX)"
X Link 2026-02-05T00:18Z [---] followers, [---] engagements

"@buccocapital xAI is IMO on its way to tapping out. They haven't built a serious revenue base in either consumer or enterprise. I think bloomberg reported them at $500m ARR (or 20x smaller than anthropic / 45x OAI). Meta is coming up on FCF =0 with an extra $20bn until net debt"
X Link 2026-02-05T00:36Z [---] followers, [---] engagements

"Amazon retail's moat is a [--] legged stool [--]. Expansive inventory in one place [--]. Convenience of one button no (incremental) shipping fee [--]. Fastest delivery [--]. Past shopping history to drive recommendations [--]. ❌AI agents can search and aggregate across smaller retailers [--]. ⚠ Agents can handle billing/address. Shipping fee friction remains [--]. ✔ Delivery remains and likely deepens with Amazon's investment into robotics [--]. ✔✔ Amazon may finally stop recommending previously purchased items and now offer logical additions https://twitter.com/i/web/status/2020317060518051866"
X Link 2026-02-08T02:01Z [---] followers, [---] engagements

"@william_R2Rclub @firstadopter This is the Uber scenario all over. $TEAM and $NOW put up solid numbers. The conversation is about terminal value"
X Link 2026-02-08T19:19Z [---] followers, [---] engagements

"@neilksethi @EricJhonsa Adobe in the MCG list By market cap alone it should not be there"
X Link 2026-02-08T20:41Z [---] followers, [--] engagements

"@tylermacro10 Needed IMO. Nothing would improve the level of education in the US so much as stricter underwriting criteria (potentially by making it discharged via bankruptcy)"
X Link 2026-02-10T17:03Z [---] followers, [--] engagements

"@AlecStapp Short term not great but long term good for the world to stop free loading and build a sustainable funding model"
X Link 2026-02-13T02:58Z [---] followers, [---] engagements

"@JaredKubin Scott and Mike at Atlassian could drop a $100m and make it all back on the stock uptick alone"
X Link 2026-02-13T05:41Z [---] followers, [---] engagements

"@TheLAPurchaser The consumer surplus is growing as the LLMs get more capable but the labs are struggling with pricing power because of competition (Anth vs OAI) plus google and Chinese open source 6-9 months behind (except media where the Chinese and google are miles ahead)"
X Link 2026-02-16T14:47Z [---] followers, [---] engagements

"$META tackling clawdbot in a simpler way for the masses Too bad can't block competitors from using WhatsApp (in many markets) Oh and this is just the beginning 😏 Coming up: Create your own specialized agents and plug them into any group chat. Landing on WhatsApp LINE Slack Discord very soon. Native Windows & Mac apps that let Manus operate your computer (think our Browser Operator but way Oh and this is just the beginning 😏 Coming up: Create your own specialized agents and plug them into any group chat. Landing on WhatsApp LINE Slack Discord very soon. Native Windows & Mac apps that let"
X Link 2026-02-16T16:43Z [---] followers, [---] engagements

"Shot - Chaser $REGN $SNY $AMGN"
X Link 2026-02-02T18:58Z [---] followers, [---] engagements

"@mingfang1979 No position but as splunk reverse engineers ddog so ddog reverse engineers crwd. I'm not comfortable at 9x fwd but with a more agile team stronger product vision and better G2M a long play can definitely be argued (Caveat you have to believe some SaaS survives)"
X Link 2026-02-07T19:15Z [---] followers, [--] engagements

"@NatetureS @JaredSleeper Yep even starker because [--] years ago they downsized"
X Link 2026-02-14T21:38Z [---] followers, [--] engagements

"The issue isn't that people drop all salesforce implementations it is that servicenow and hubspot can catch up on features increasing competitive intensity. It is that instead of the [---] add ons they normally charge for people use gong granola and all the other incumbents who are AI native. No one is deleting their CRM but the upsell and cross sell motion are getting harder. https://twitter.com/i/web/status/2023158469478830352 https://twitter.com/i/web/status/2023158469478830352"
X Link 2026-02-15T22:12Z [---] followers, [--] engagements

"Missed this from late last year. Novartis split the baby taking $CRM for commercial and $VEEV for development Very likely was the name that had veeva so despondent on the last earnings call Rounding out CRM's [--] big wins out of [--] total [--]. Pfizer [--]. Novartis [--]. Takeda"
X Link 2026-02-16T03:55Z [---] followers, [---] engagements

"depends if FCF going up cause OCF is going up or cause Capex is going down if OCF - Meta going to rip the hardest - multiple expansion and the bet the farm strategy worked if capex down - means either bottle necks (can't deploy fast enough) or something wrong with AI. Tough call but probably Amazon https://twitter.com/i/web/status/2023298787213553905 https://twitter.com/i/web/status/2023298787213553905"
X Link 2026-02-16T07:29Z [---] followers, [---] engagements

"@emollick So true. Look at AV - the taxi/ride share market is being impacted nowish - but in the longer term we have to re-evaluate parking insurance urban planning and even speed limits"
X Link 2026-02-16T16:54Z [---] followers, [--] engagements

"@TheLAPurchaser I get it i am just saying your consumer surplus is rising cause while your willingness to pay is rising your actual cost (especially on unit price basis) is not rising as much"
X Link 2026-02-16T16:57Z [---] followers, [--] engagements

"Waymo put out a blog on data advantages They state data and compute delivers improved AV capability similar to LLMs In other words this is an increasing returns to scale business decreasing the likelihood it will be a fragmented market $GOOG $UBER $LYFT $HSAI $TSLA"
X Link 2025-06-19T19:21Z [---] followers, [---] engagements

"Ok so this is Zucks line. $10bn valuation for a [--] month startup is too far. https://x.com/ns123abc/status/1936139870734631125t=BWAsM6R8kiYel0iSvxZTAA&s=19 BREAKING: Mira Murati's Thinking Machines Lab raised $2 billion at $10 billion valuation we are so back. https://t.co/s0yY3O5TPW https://x.com/ns123abc/status/1936139870734631125t=BWAsM6R8kiYel0iSvxZTAA&s=19 BREAKING: Mira Murati's Thinking Machines Lab raised $2 billion at $10 billion valuation we are so back. https://t.co/s0yY3O5TPW"
X Link 2025-06-21T02:20Z [---] followers, [---] engagements

"@taobanker What context did it have E.g analyst reports etc Or did it just use websearch plus the [--] page"
X Link 2025-06-28T00:56Z [---] followers, [--] engagements

"@JamesSchladt surprise entry into SP500 skipping at least [--] other larger companies"
X Link 2025-07-02T22:32Z [---] followers, [--] engagements

"@eric_seufert Can you have "search" (incl AI mode) without the open web How can the open web survive without traffic"
X Link 2025-07-11T22:12Z [---] followers, [---] engagements

"@Miles_Brundage Some international markets might not yet be sold. So got to hype it up and while you're at it release to the masses"
X Link 2025-07-14T01:29Z [---] followers, [--] engagements

"$UBER linking up with $BIDU will be one to watch Thousands of vehicles with Baidu globally (ex-US and Mainland China) https://t.co/FHImwG0Drk Thousands of vehicles with Baidu globally (ex-US and Mainland China) https://t.co/FHImwG0Drk"
X Link 2025-07-15T13:08Z [---] followers, [---] engagements

"@akramsrazor Don't worry. This is a rug pull. It'll change again once Ukraine actually starts to rely on these"
X Link 2025-07-15T23:16Z [---] followers, [--] engagements

"@emollick Don't discount 1) MZ focus on this 2) December/Christmas glass sales as a forcing function for next release"
X Link 2025-07-16T01:21Z [---] followers, [---] engagements

"Tectonic shift in AV 1) Nuro founded by Waymo alums legacy focus on goods not ppl 2) Uber chooses Nuro over Wayve ' 3) Lucid's are expensive even stripped down on a single SKU this will be pricey🫤; targeting UberComfort 4) Uber going first party competing head on with Waymo Lucids premium EVs. @nuro's proven L4 autonomy. @Uber's global ride-hailing network. Together we're launching a next-gen robotaxi fleet 20K+ vehicles starting in [----]. Read more about todays announcement here: https://t.co/f7yAyyyt7j https://t.co/bwspjdh1mr Lucids premium EVs. @nuro's proven L4 autonomy. @Uber's global"
X Link 2025-07-17T13:19Z [---] followers, [---] engagements

"@Crussian17 [--]. DoJ just got [--] forwards of BT's post [--]. HighFlyer / Alibaba (and others) will absolutely just give up [--]. CF delay likely impacts bounce back rates for real human traffic"
X Link 2025-07-17T22:31Z [---] followers, [--] engagements

"@respeculator Octopus/kraken premium"
X Link 2025-07-20T08:25Z [---] followers, [--] engagements

"Toys is such an interesting space right now. There has never been a larger divergence in the tone between $MAT and $HAS $HAS digital + Cards can do no wrong Meanwhile Fischer price and Barbie are doing it tough for Mattel (GM% at ATH though)"
X Link 2025-07-23T22:00Z [---] followers, [---] engagements

"$GOOG leveraging up to buy stock 😅 Q2 stock repurchase - $13.6bn Q2 debt proceeds - $13.0bn"
X Link 2025-07-24T00:04Z [---] followers, [---] engagements

"$CNXC is such an interesting name. A call centre operator (2nd largest globally) declared dead by "Bear cave" and Chris Hohn due to AI. Started the year at 5x EBITDA 3x net debt. Short interest 12%. YTD returns 40%+"
X Link 2025-07-25T04:04Z [---] followers, [---] engagements

"In the AV space the operational #2 to Waymo isn't Tesla but Baidu's Apollo While Waymo is doing 13m rides annualized Baidu is on track for 5.6m A key issue for players is the benefit of replacing a US driver vs a Chinese one are 2-3x higher $GOOG $TSLA $BIDU"
X Link 2025-07-25T22:18Z [---] followers, [---] engagements

"@blueprintsmb22 @TechEmails Couldn't afford 400m MAU going to Google especially during the heyday of investment for Google+ Supposedly G was willing to up the bid but Zuck moved too fast and offered slow monetization + board seats As the meta stock price played out was more like $22bn"
X Link 2025-07-28T02:02Z [---] followers, [----] engagements

"ADVANTEST supplies testing equipment for semis just beat so hard theyre rising full year rev guidance by 10% CC $TER $NVDA"
X Link 2025-07-29T07:21Z [---] followers, [----] engagements

"@crashkolnikov Nice house on a bad street"
X Link 2025-07-30T04:57Z [---] followers, [--] engagements

"@RealJimChanos If we are going to talk QoE can we discuss the 15bn burned on ScaleAI Auditors should demand an impairment test before the end of the year"
X Link 2025-07-31T03:54Z [---] followers, [--] engagements

"Only the signing bonuses and first pay checks will be through cash - the rest is SBC likely on some sort of vesting / performance schedule Can we talk about the lead (+ a few others) embedded in the $15bn Non-Marketable equity investment increase. Auditors are going to demand an impairment within [--] months"
X Link 2025-07-31T05:07Z [---] followers, [--] engagements

"@lhamtil $ATI holder checking in"
X Link 2025-07-31T22:21Z [---] followers, [---] engagements

"@John_Hempton Sndl Pltr Lcid Amc Gme Nio Rivn Snap Plug Ccl Tlry Intc Djt Soun XYZ Riot Rblx Mate Dkng Qbts Bbai Rgti"
X Link 2025-07-31T23:12Z [---] followers, [---] engagements

"@asymetricbets @crashkolnikov I think he was referring to myeloma as he refers to phase [--] programs"
X Link 2025-08-02T01:59Z [---] followers, [--] engagements

"@mingfang1979 @nuancerocket the main hedge funds are deeply connected (arguably too much) into BLS. Any shift in method or hesitancy to answer questions will trigger alarm bells. Then we're in a China situation where no one cares about gov # and we're all watching things like electricity data"
X Link 2025-08-04T13:24Z [---] followers, [--] engagements

"@rodd not enough physical talent / money to go around. 27m people spread across afl/nrl then the tier [--] cricket/union/tennis followed by tier [--] soccer basketball AU soccer fans rather watch EPL at 1am rather than A-league at 7pm"
X Link 2025-08-08T13:41Z [---] followers, [--] engagements

"@jeremyphoward [--] month model cycles Not enough compute forcing tradeoffs between inference and training experiments. Trying to be good at everything Funding round (with big employee secondary) stresses Profitability concerns against token deflation Road of 🔥"
X Link 2025-08-10T01:36Z [---] followers, [---] engagements

"@MetacriticCap brother - you're taking 1) non profit conversion risk 2) extremely competitive field 3) leadership which lost half the executive sweet 4) m&a risk ($6bn for johnny Ive dilution fun) 5) primary vendor / shareholder mud slinging I'll take SpaceX for $400bn instead thanks"
X Link 2025-08-10T22:31Z [---] followers, [---] engagements

"@FishOnCapital @kakashiii111 1) I accept there is some faith required and most data points in that area are biased 2) yeah but in the same way Saudi Aramco and BP are the same 3) Sure - but it could also be like cloud providers and data centres"
X Link 2025-08-11T00:37Z [---] followers, [--] engagements

"$GOOG near ATH when they (and $AAPL) lost another app store court case this time in little Key DoJ dates upcoming: Search: Remedies ruling expected in next [--] weeks Ad-Tech: Remedies trial starts Sep [--] (proposals before) Where is this in your model https://www.reuters.com/legal/litigation/australia-court-rules-partly-against-apple-google-epic-games-lawsuit-2025-08-12/ https://www.reuters.com/legal/litigation/australia-court-rules-partly-against-apple-google-epic-games-lawsuit-2025-08-12/"
X Link 2025-08-13T01:44Z [---] followers, [---] engagements

"@Alpaca_Capital Gold coast / sunshine coast Singapore NYC - specifically Manhattan Geneva / Zurich San Fran"
X Link 2025-08-14T00:41Z [---] followers, [--] engagements

"@Noicewon11 The question is how much was incremental vs Uber was going to get it anyways"
X Link 2025-08-14T08:18Z [---] followers, [--] engagements

"@UpslopeCapital Yes exactly. Do you also have custom instructions set in chatgpt You'll get a wholly different experience if you tell it you appreciate critical thinking and pushback. I suspect you could even turn your [--] sheet investing principles into custom instructions to offset biases"
X Link 2025-08-19T13:47Z [---] followers, [---] engagements

"@buccocapital $1.5bn+ on subscale acquisitions A few more at 15x rev in cash will surely work wonders"
X Link 2025-10-14T16:16Z [---] followers, [---] engagements

"@RobK @BenedictEvans normal acct is fine with #halifax but god help any foreigner attempting to open a business account"
X Link 2014-05-01T12:44Z [---] followers, [--] engagements

"$TER cobot is in a weird space saying they're chip constrained. But these guys supply to the chip makers. How do they not have leverage to get the chips they want for all their business lines"
X Link 2021-10-28T01:53Z [---] followers, [--] engagements

"@NewRiverInvest @NoonSixCap What party of the cycle does PE (finally) deploy that $510bn they're sitting on"
X Link 2022-01-22T02:28Z [---] followers, [--] engagements

"Really interesting point on TikTok influencers driving audience to YouTube because creator monetization isn't a focus (yet) on TikTok $GOOG $FB $META"
X Link 2022-02-09T04:59Z [---] followers, [--] engagements

"@CCM_Brett $COST $VEEV $GOOG (maps Gmail GAM)"
X Link 2023-12-21T01:37Z [---] followers, [---] engagements

"Zuck going to be pissed NVIDIA using vision pro in their robotics research $META $aaple $nvda"
X Link 2024-08-04T07:29Z [---] followers, [---] engagements

"Veeva just threw down the gauntlet declaring $6bn run rate by [----]. Implies a mid teen growth rate over the next [--] years ahead of consensus which was closer to 10-12% $VEEV"
X Link 2024-11-07T22:24Z [---] followers, [----] engagements

"$REGN suing 'partner' $SNY Claims that Sanofi has been bundling Dupixent in with other drugs (was not supposed to pretty clear they have done); and that they may be burdening Dupixent sales unfairly with rebate requirements REGN claims they've already found issues (1/2)"
X Link 2025-02-12T05:55Z [---] followers, [----] engagements

"@F_Compounders Even the BRK position is 30% cash Portfolio is articulating a massive bet on a market crash thesis"
X Link 2025-02-15T22:42Z [---] followers, [---] engagements

"@stockthoughts81 1) privacy 2) latency for simple queries 3) offline functional 4) bandwidth and maybe battery saving when processing multimedia e.g meta RayBan feed"
X Link 2025-02-18T05:13Z [---] followers, [--] engagements

"@rodd q from the cheap seats- should the head of cosmetics at Myer/DJ be more worried about chemist warehouse or mecca"
X Link 2025-06-30T03:13Z [---] followers, [--] engagements

"$ATI spiking the ball on $BA Boeing news on 737/787 volume expectations from self-certs Cheap on street forecasts but heavy titanium exposure makes it tough"
X Link 2025-09-26T19:22Z [---] followers, [---] engagements

"$GOOG shareholders are delulu [--]. Search isn't cannibalizing. It is losing share. Has been for years. [--]. Google networks is the 4th largest unit is arguably impaired and about to be sold off [--]. Waymo is struggling to scale due to tech (mapping strategy) and platform (zeeker and non-existent Toyota) [--]. Yes TPUs are amazing but the software has a steep curve and Gemini [---] is behind on intelligence and just lost cost-performance Pareto to Grok. Being #1 in USA is nice but MAU/WAU show a team way behind to OAI At this point $GOOGL should not be trading at a lower multiple than the other AI Big"
X Link 2025-09-27T06:12Z [---] followers, [---] engagements

"$SNY Q3 announces a banger for Dupixent 26% yoy growth (accelerating) on a $20bn annual run rate based. $REGN story is bipolar"
X Link 2025-10-24T06:04Z [---] followers, [---] engagements

"@BenBajarin It is ballpark reasonable - 1) you'd want to use contribution margin for payback not revenue. Assuming 65% payback is close to [---] years 2) Offset by revenue being too low (ramp period) and capex too high (learning curve of new equipment)"
X Link 2025-10-29T02:56Z [---] followers, [--] engagements

"@blueprintsmb22 thank you. Appreciate you sharing your wisdom"
X Link 2025-10-30T00:03Z [---] followers, [---] engagements

"@MattCowgill I wonder what it looks like adjusting for tier [--] cities living costs (NY/SF/LA Geneva/Zurich Sydney). I suspect Australia looks even better"
X Link 2025-10-31T21:07Z [---] followers, [--] engagements

"@galumay On an absolute basis agree market is pricey. But then if you say Mag7 is the problem within the index are you finding good value within sp493 Any examples"
X Link 2025-11-01T03:26Z [---] followers, [--] engagements

"@fiscal_ai YouTube Q3 LTM was $50bn. They're already materially bigger"
X Link 2025-11-01T20:35Z [---] followers, [---] engagements

"P/E not everything but if you're not watching risk closely right now you're playing against history"
X Link 2025-11-02T23:38Z [---] followers, [--] engagements

"@WTCM3 Grand view has BPO as a $300bn+ industry. At 50% deflation that is $150bn value transfer to AI ecosystem before accounting for growth / inflation"
X Link 2025-11-03T23:12Z [---] followers, [---] engagements

"AI in healthcare will play out first in emerging markets with lower physicians (especially specialists) but higher medical infrastructure (e.g diagnostic labs). China gulf states (cost saving on expat doctors for migrant workers) Brazil and India will be the beneficiaries. USA will lag due to malpractice legal web and AMA protecting self interest"
X Link 2025-11-04T00:25Z [---] followers, [---] engagements

"@firstadopter It is a race between Huawei to make Ascend equivalent to TPU. And the US grid to become 70% as good as SGCC. USA is way ahead on chips software and networking. It is far behind on generation but especially transmission"
X Link 2025-11-06T01:46Z [---] followers, [---] engagements

"Paraphrasing: We will be as big as Meta is today within [--] years a 58% CAGR. We are committed to $1.4trn in spend over next [--] years or $875bn/5yr on a straight line basis or $325bn more than revenue (excl all other expenses like salary) We will maintain this lead while going up against Anthropic (who currently has a better model than us) a fully integrated Google Elon Musk and Mark Zuckerberg. All of whom are easy marks"
X Link 2025-11-07T02:15Z [---] followers, [--] engagements

"@crashkolnikov 18% uplift on $1.6bn HD annual run rate Nice win both in terms of HD competiveness as well as manufacturing diversification while they wait for the owned plant to come online"
X Link 2025-11-19T22:48Z [---] followers, [--] engagements

"@FinancialReview Congrats you've invested a REIT and a LIC 🤦"
X Link 2025-11-20T05:20Z [---] followers, [--] engagements

"@akramsrazor Q4 guide looks rough. Professional services expected to take a nasty fall makes no sense with agents coming online. Would expect companies to need a lot of help in that area"
X Link 2025-11-20T21:23Z [---] followers, [---] engagements

"@BenBajarin @LisaSu NVIDIA street [--] rev = $395bn If AI compute market = $500bn NVIDIA share is 79% If AI compute market reaches $1trn in [--] AND nvda holds share NVIDIA revenue is $790bn EV/'30 rev = 5.4x"
X Link 2025-11-21T06:29Z [---] followers, [---] engagements

"Benchmaxxing on full display. Full Gemini [--] Pro results are live across all of our benchmarks Check it out here: https://t.co/ubbcTYY8Tt https://t.co/qspkZjCXG5 Full Gemini [--] Pro results are live across all of our benchmarks Check it out here: https://t.co/ubbcTYY8Tt https://t.co/qspkZjCXG5"
X Link 2025-11-21T14:42Z [---] followers, [---] engagements

"@ShanuMathew93 @BenBajarin 2.3GW pfft. What is this power for an ant farm 🤣 I wonder if they're buying up power even ahead of their needs and trading it into the futures market"
X Link 2025-11-21T16:33Z [---] followers, [---] engagements

"But then you see something like this. I'm really struggling to understand how Gemini can do so well on a physics benchmark but so poorly on finance (and certain math items) Diagram/Visual understand is clearly a huge leap forward https://x.com/ArtificialAnlys/status/1991913465968222555t=SIFWpPY2DpuupOLfSuNJEA&s=19 Were launching a new frontier physics eval on Artificial Analysis where no model achieves greater than 9%: CritPt (Complex Research using Integrated Thinking - Physics Test) Developed by 60+ researchers from 30+ institutions across the world including the Argonne National"
X Link 2025-11-21T17:07Z [---] followers, [---] engagements

"@viggy_krishnan @scaling01 I find it fascinating that finance doesn't derive easily from math/physics capabilities. Thank you for putting all the pieces together for me"
X Link 2025-11-21T23:09Z [---] followers, [--] engagements

"@jerzydejm @Goyal_Vivek Opposite dynamic at play. More users more RLHF better models and better product. Also - G has spread their product teams too thin (AiStudio notebooklm AI overviews gem app) and is constantly behind on app eg Multi user chat memory agentic commerce"
X Link 2025-11-27T20:57Z [---] followers, [--] engagements

"OpenAi is going with a two pronged consumer app (subs commerce ads) and forward engineers deploying custom apps by industry https://openai.com/global-affairs/openai-and-uk-government-partnership/ https://openai.com/global-affairs/openai-and-uk-government-partnership/"
X Link 2025-11-29T05:40Z [---] followers, [--] engagements

"Anthropic is trying to create prosumer SaaS-like apps targeting code (where the harness is more valuable than the model) and finance https://youtu.be/AY3lif2E4zIsi=IDlgBcnk_n3iiVbJ https://youtu.be/AY3lif2E4zIsi=IDlgBcnk_n3iiVbJ"
X Link 2025-11-29T05:40Z [---] followers, [--] engagements

"Bytedance just dropped a long form editor/director tool targeted at taking tiktok/Douyin to the next level. If you could mix it with $META new SAM3 - - VFX tool you could completely alter content creation $ADBE (& Canva) need to ramp up BD teams https://ai.meta.com/research/publications/sam-3-segment-anything-with-concepts/ China's Bytedance just dropped an AI video editor that understands video better than even Gemini [--] Pro. Vidi2 can take in a bunch of footage many hours long and a prompt and construct a script and generate a TikTok or movie from them. https://t.co/rmimOCv2VI"
X Link 2025-11-29T18:20Z [---] followers, [---] engagements

"@natolambert I'm on [--] reports / week Using Gemini but people who use it more than me tell me that OAI has the lead here - especially around accuracy (hello hallucination hell) Strong suspicion that the Gemini team haven't tuned the agent/product for g3"
X Link 2025-11-30T15:43Z [---] followers, [---] engagements

"@Justin_Halford_ @firstadopter [---] @ 75% gross margin = [--] cost 30% discount = 70-25= [--] GP / [--] = 64% Gross margins"
X Link 2025-11-30T23:28Z [---] followers, [---] engagements

"@benitoz @Wiseman_Cap I think it is an admission by both that enterprises want to train and inference on GCP but leave their data on AWS"
X Link 2025-12-01T03:43Z [---] followers, [--] engagements

"@EricJhonsa The public markets are potentially worse than the privates. The private valuations might be heavily structured eg 10x liquidation preference"
X Link 2025-12-03T16:20Z [---] followers, [----] engagements

"@BenBajarin Latency will become a much bigger deal once voice to voice LLMs pick up. Expect to see that play out in late 2026/mid [----] when Google/Samsung/Meta glasses goes beyond tech enthusiast crowd"
X Link 2025-12-11T15:54Z [---] followers, [--] engagements

"@TBU12345678 AI impact on power is a big conversation in the energy space. Pjm (NE USA) capacity power auction was up 22% for next year. Societal backlash is underrated"
X Link 2025-12-16T20:49Z [---] followers, [---] engagements

"@insane_analyst I don't think some of your top picks beat nvda based on current valuation unless you're way above street ests"
X Link 2025-12-20T05:09Z [---] followers, [---] engagements

"@aashaysanghvi_ Important caveat that they didn't have enough high duration tasks to be confident; so opus could be even better. Don't understand why g3 is taking so long given it came out before opus (by almost a week)"
X Link 2025-12-20T18:01Z [---] followers, [--] engagements

"@BrenMOBoyle No love for Cemdisiran Ordo Also lynzo got crushed by latest JnJ data"
X Link 2025-12-22T20:00Z [---] followers, [--] engagements

"@Cashflow_Cowboy QQQ throwing darts at VC firms but way behind the top tier firms"
X Link 2025-12-23T17:30Z [---] followers, [--] engagements

"@Cashflow_Cowboy @usv We hope and pray 😂"
X Link 2025-12-23T17:46Z [---] followers, [--] engagements

"@nuancerocket Lol coreweave is what happens if you learn all of those lessons 1) focus on the current bottleneck: power 2) get the best credit worthy customers on long term contracts so even if you're dealing with renewal risk rather than vaporised demand"
X Link 2025-12-28T22:44Z [---] followers, [---] engagements

"Italy recently told $META to maintain API access for whatsapp to the various LLM companies and other bots. During the trial a few fun facts came out 🧵"
X Link 2025-12-29T00:19Z [---] followers, [---] engagements

"1)WhatsApp Europe has between 250-500m MAU 2) meta's total messaging market share is 65% 3) Snapchat and telegram come 2nd each with about 12%"
X Link 2025-12-29T00:19Z [---] followers, [--] engagements

"4) Meta ai has 750k MAU through WhatsApp and 1.5m total across Italy 5) chatgpt does 275k MAU through WA"
X Link 2025-12-29T00:19Z [---] followers, [--] engagements

"@EricJhonsa Low multiple relative to what Historical or peers"
X Link 2025-12-29T23:58Z [---] followers, [---] engagements

"I used to think this but where AI has narrowed the convenience / inventory variety moat of Amazon it will entrench the logistics moat via Amazon's lead in robotics and AV augmented delivery $AMZN $SHOP An under discussed and relatively large bear case on $AMZN is agentic commerce. Everyone thought $GOOG was the one at risk from ChatGPT but it might end up that Amazon is the one who actually gets hurt. The reason why everyone uses Amazon today is because its the fastest way An under discussed and relatively large bear case on $AMZN is agentic commerce. Everyone thought $GOOG was the one at"
X Link 2025-12-30T15:20Z [---] followers, [---] engagements

"@JaredKubin Personally I really like your take on the situation. However also equipped with a tiny bit of experience with my fellow man I'm going to go buy more $CME and relook at that $HOOD thesis"
X Link 2025-12-30T15:56Z [---] followers, [----] engagements

"@firstadopter Things that have not bothered the bond market so far ❌Budget blow out ❌Fed debt at all time high ❌Anaemic employment growth ❌ Venezuela military actions Fed Independence is supposed to be a red line. Monday morning is going to be fun"
X Link 2026-01-12T02:02Z [---] followers, [---] engagements

"@Biohazard3737 Equally frustrating/entertaining is itepekimab (IL-33) that $sny / $regn were supposed to give an update by year end [----] 🤷"
X Link 2026-01-12T21:57Z [---] followers, [---] engagements

"@UpslopeCapital Woah.big moves in the upslope portfolio"
X Link 2026-01-13T16:24Z [---] followers, [---] engagements

"This isn't going to happen at the enterprise first. Enterprises are even being resistant to paying for Claude code seats for their staff ($150/month/user) and no enterprise team is going to accept random code from the user base (no maintenance or feedback loops in place) Look to SMB exposed first e.g $GDDY $WIX to see the impact early but given Claude Code was only GA in Q4'25 it will take at least [--] QTR to show up in the customer numbers let alone financials https://twitter.com/i/web/status/2012289232006693048 https://twitter.com/i/web/status/2012289232006693048"
X Link 2026-01-16T22:21Z [---] followers, [---] engagements

"@EricJhonsa Core website probably sticks but the various add ons for upsell and cross sell will be up for grabs. The fun part is the SaaS companies won't even know as they'll think the hit to ndrr is macro"
X Link 2026-01-17T09:36Z [---] followers, [--] engagements

"Anthropic with some interesting charts by country. On an absolute basis the USA is far in the lead"
X Link 2026-01-17T09:58Z [---] followers, [--] engagements

"Good read. Given incumbents have equal access to agentic tools; I don't believe the risk is startup disrupters but increased competitive intensity as incumbents crash into each other's lanes as the cost of each new feature plummets. https://t.co/dlzatb9dQc https://t.co/dlzatb9dQc"
X Link 2026-01-19T17:50Z [---] followers, [---] engagements

"@WisemanCap Forgetting another ding for being gaap loss making due to high SBC"
X Link 2026-01-22T15:45Z [---] followers, [---] engagements

"Completely valid. Gemini is generally Pareto frontier (cost:perf). Currently that only matters to the API market. Over time that may play out in business and enterprise but for now Claude's product capabilities (less so model but still true) is waaaay ahead As long as google allows Gmail/GDrive access to all models consumer is a Ferris wheel / fist fight for consumer. https://twitter.com/i/web/status/2015597113229390086 https://twitter.com/i/web/status/2015597113229390086"
X Link 2026-01-26T01:26Z [---] followers, [---] engagements

"@stratechery I argue that TSMC's restraint is a net benefit reducing bubble risk. [--]. single co-ordinated source of truth about the number of chips being produced each year [--]. forces a steady yearly feed of incremental capacity into the cloud [--]. Healthy scepticism vs the AI god narrative"
X Link 2026-01-26T14:44Z [---] followers, [---] engagements

"@SenatorLudlam how much longer is it expected to take"
X Link 2013-10-24T10:25Z [---] followers, [--] engagements

"@jandawson @fmanjoo isn't that 10% take up #applepay #apple"
X Link 2014-10-28T17:15Z [---] followers, [--] engagements

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