# ![@MarceloLima Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::41652821.png) @MarceloLima Marcelo P. Lima

Marcelo P. Lima posts on X about ai, software, money, anthropic the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::41652821/interactions)
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- [--] Year [---------] -14%

### Mentions: [--] [#](/creator/twitter::41652821/posts_active)
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- [--] Year [-----] +4.30%

### Followers: [------] [#](/creator/twitter::41652821/followers)
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- [--] Week [------] +1.50%
- [--] Month [------] +3.10%
- [--] Months [------] +9.60%
- [--] Year [------] +14%

### CreatorRank: [-------] [#](/creator/twitter::41652821/influencer_rank)
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### Social Influence

**Social category influence**
[travel destinations](/list/travel-destinations)  #4805 [stocks](/list/stocks)  30.29% [technology brands](/list/technology-brands)  28.57% [finance](/list/finance)  18.86% [countries](/list/countries)  5.71% [automotive brands](/list/automotive-brands)  5.71% [celebrities](/list/celebrities)  3.43% [vc firms](/list/vc-firms)  #286 [luxury brands](/list/luxury-brands)  1.71% [social networks](/list/social-networks)  1.71%

**Social topic influence**
[ai](/topic/ai) #3694, [software](/topic/software) #1594, [money](/topic/money) 4.57%, [anthropic](/topic/anthropic) #503, [code](/topic/code) 2.86%, [cash flow](/topic/cash-flow) #239, [flow](/topic/flow) #2853, [$crm](/topic/$crm) 2.86%, [$now](/topic/$now) 2.86%, [open ai](/topic/open-ai) #679

**Top accounts mentioned or mentioned by**
[@dharmesh](/creator/undefined) [@catwu](/creator/undefined) [@mikeyk](/creator/undefined) [@brada](/creator/undefined) [@scahhht](/creator/undefined) [@felixrieseberg](/creator/undefined) [@gabemulley](/creator/undefined) [@nikitabier](/creator/undefined) [@benioff](/creator/undefined) [@mfcamillus](/creator/undefined) [@wallstreetmav](/creator/undefined) [@firstadopter](/creator/undefined) [@jasonlk](/creator/undefined) [@mcannonbrookes](/creator/undefined) [@elonmusk](/creator/undefined) [@benthompson](/creator/undefined) [@kashpatel](/creator/undefined) [@grok](/creator/undefined) [@openai](/creator/undefined) [@kevinweil](/creator/undefined)

**Top assets mentioned**
[Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/tesla) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Walmart, Inc. (WMT)](/topic/$wmt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Workday Inc (WDAY)](/topic/$wday) [Spotify Technology (SPOT)](/topic/$spot) [SAP SE (SAP)](/topic/$sap) [ServiceNow Inc (NOW)](/topic/servicenow) [monday.com Ltd. (MNDY)](/topic/$mndy) [Oracle Corporation (ORCL)](/topic/$orcl) [Roper Technologies Inc (ROP)](/topic/$rop) [Ferrari N.V. (RACE)](/topic/$race) [Shopify Inc (SHOP)](/topic/$shop) [HUBSPOT, INC. (HUBS)](/topic/$hubs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"While the CEO of Anthropic gives interviews predicting mass unemployment as a result of AI nobody is asking the opposite question: what if AI results in net job gains The historical record is http://x.com/i/article/1965779293612486656 http://x.com/i/article/1965779293612486656"  
[X Link](https://x.com/MarceloLima/status/1965781170823524774)  2025-09-10T14:15Z 27.7K followers, 776.7K engagements


"@MF_Camillus Agree; the people who write software (such as the CTO of Hubspot @dharmesh) seem unanimous in their opinion that AI is a sustaining technology to the best software companies"  
[X Link](https://x.com/MarceloLima/status/2021980571233374588)  2026-02-12T16:11Z 27.7K followers, [----] engagements


"DataDog is competing with open source apps being used inside the frontier model makers but instead of vibe coding a DataDog clone the model makers are paying DataDog $10m. If that's not a narrative violation I don't know what is. Everyone's going to vibe code everything except Claude Code's maker Anthropic which is paying DataDog a lot of money for observability https://t.co/5xUykmkj28 Everyone's going to vibe code everything except Claude Code's maker Anthropic which is paying DataDog a lot of money for observability https://t.co/5xUykmkj28"  
[X Link](https://x.com/MarceloLima/status/2021639935300911194)  2026-02-11T17:38Z 27.7K followers, 94.9K engagements


"The whole letter is worth reading: https://www.akrefund.com/documents/a-letter-to-the-investment-team-february-6-2026/ https://www.akrefund.com/documents/a-letter-to-the-investment-team-february-6-2026/"  
[X Link](https://x.com/MarceloLima/status/2021981640160162283)  2026-02-12T16:16Z 27.7K followers, 37.2K engagements


"Someone just posted an excellent write-up on $AMZN on VIC and apparently we're back to getting something for free except this time it's AWS 👀"  
[X Link](https://x.com/MarceloLima/status/2022020512998993925)  2026-02-12T18:50Z 27.7K followers, 36.1K engagements


"@_catwu @mikeyk @brada @scahhht @felixrieseberg @gabemulley Guys it's impossible to turn on Claude in Excel. Is there a workaround for this (on the desktop version not online)"  
[X Link](https://x.com/MarceloLima/status/2022142013085479286)  2026-02-13T02:53Z 27.7K followers, [----] engagements


"This blew my mind: The New York Times printed Nazi propaganda that Poland had invaded Germany and the journalist who wrote this won a Pulitzer Prize for his efforts"  
[X Link](https://x.com/MarceloLima/status/1441867044757061636)  2021-09-25T20:47Z 27.7K followers, 14.4K engagements


"Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic but once the business logic moves to AI agents SaaS is over:"  
[X Link](https://x.com/MarceloLima/status/1869389842054025382)  2024-12-18T14:30Z 27.7K followers, 2.5M engagements


"Do we know what Investments A and B are in $FRMO's portfolio"  
[X Link](https://x.com/MarceloLima/status/1937536423776731359)  2025-06-24T15:40Z 27.7K followers, [----] engagements


"@Andercot I was told @DanielLurie had fixed it. How come they fixed Market Street when Xi Jinping visited but only then"  
[X Link](https://x.com/MarceloLima/status/1977142116079063448)  2025-10-11T22:39Z 27.7K followers, 47.6K engagements


"Constellation Software continues in its largest drawdown ever -41%. At the peak when I said future IRRs were too low I was told it was a compounder and therefore multiples didn't matter 🤔"  
[X Link](https://x.com/MarceloLima/status/2011515615555829812)  2026-01-14T19:07Z 27.3K followers, 89.4K engagements


"$WDAY CEO Carl Eschenbach says AI is a tailwind and nobody is vibe coding a Workday competitor; rather customers are asking for AI inside the existing Workday app:"  
[X Link](https://x.com/MarceloLima/status/2014352709596402069)  2026-01-22T15:01Z 27.7K followers, 70.5K engagements


"What do longs see in $ROP I don't know the business but last year wasn't good and now forecasting 8% revenue growth and 7% earnings growth; don't they get any operating leverage"  
[X Link](https://x.com/MarceloLima/status/2016165725354811681)  2026-01-27T15:05Z 27.4K followers, [----] engagements


"$UMG pitch on VIC from Oct 2022: "You can buy Spotify (SPOT) for hope and dreams or Universal Music Group (UMG) for free cash flow and returns." Since then $SPOT +526% $UMG +6.8% 💀"  
[X Link](https://x.com/MarceloLima/status/2016515128955380163)  2026-01-28T14:14Z 27.3K followers, 34.5K engagements


"You can wax poetic all day long about how this is a luxury brand but $RACE is trading at 31x earnings and has guided to MSD top line growth and flat margins. At their [----] guidance it's trading at 23x [----] earnings"  
[X Link](https://x.com/MarceloLima/status/2016529130024468679)  2026-01-28T15:09Z 27.3K followers, [---] engagements


"Bargains in software land all through [----] at 20-25x exit multiples $TEAM: 20-30% IRR $CRM: 19-29% IRR $NOW: 14-23% IRR $SAP: 13-18% IRR"  
[X Link](https://x.com/MarceloLima/status/2016885957295845581)  2026-01-29T14:47Z 27.4K followers, [----] engagements


"PM: If you pitch me one more SaaS company I'm going to throw you out the window. What's the furthest thing from SaaS Analyst: Cruise ships"  
[X Link](https://x.com/MarceloLima/status/2016899227415134717)  2026-01-29T15:40Z 27.7K followers, 20.4K engagements


"ServiceNow's cohorts are quickly going to zero"  
[X Link](https://x.com/MarceloLima/status/2016971455552970986)  2026-01-29T20:27Z 27.3K followers, 23.2K engagements


"$SAP CEO Christian Klein gave a great example in a response to an analyst question on "AI fears" of why incumbents will benefit from AI. Customer has a problem tries to vibe code solution. It's missing critical data which lives in SAP. SAP comes in and solves the problem for the customer. This is now new software that SAP can sell to others. Rinse and repeat. Here's what he said: "To give you one practical example or two. In the business world in order to deliver high-value AI I mean let's take code generation. Yes of course the LLMs can understand code can find the patterns understand how"  
[X Link](https://x.com/MarceloLima/status/2017294277630374073)  2026-01-30T17:50Z 27.6K followers, 35.1K engagements


"I just heard from Bernstein's trading desk that $NOW is "uninvestable." I could not agree more. Who the heck would want to buy into a rising stream of free cash flows"  
[X Link](https://x.com/MarceloLima/status/2017316599036833957)  2026-01-30T19:18Z 27.3K followers, 38.9K engagements


"ServiceNow - 25x TTM FCF - 20% fwd rev growth ASML - 42x TTM FCF - 13% fwd rev growth The problem with SaaS software is that any stock with decent 20%+ growth trades at a gazillion times earnings or free cash flow. And then you look at the top chip-related stocks with dominant durable proprietary competitive advantages like NVDA ASML TSM and go hmmph The problem with SaaS software is that any stock with decent 20%+ growth trades at a gazillion times earnings or free cash flow. And then you look at the top chip-related stocks with dominant durable proprietary competitive advantages like NVDA"  
[X Link](https://x.com/MarceloLima/status/2017393469124186428)  2026-01-31T00:24Z 27.3K followers, 49.9K engagements


"@XiaoZhi_BTC You should read this book Chapter [--] (The Investor and Market Fluctuations) https://a.co/d/ebzAT2I https://a.co/d/ebzAT2I"  
[X Link](https://x.com/MarceloLima/status/2018006393475710991)  2026-02-01T16:59Z 27.3K followers, [--] engagements


"Ben Thompson wrote a Rorschach test for software bulls and bears. Theres a problem with this conclusion though. Companies will spend more for AI tokens *inside their SaaS providers*like $NOW with Now Assist packs because thats where the work gets done"  
[X Link](https://x.com/MarceloLima/status/2018713908266103243)  2026-02-03T15:51Z 27.6K followers, 15.1K engagements


"$WMT is a 5-bagger since [----]. Buffett's snub was motivating to the management team"  
[X Link](https://x.com/MarceloLima/status/2018738016613786055)  2026-02-03T17:27Z 27.6K followers, [----] engagements


"You have one job Grok on X. if I click on the Grok icon and say "summarize" it should know exactly what I mean. But it doesn't so I have to say "summarize this article" and it *still* fails completely. @TheGregYang @ebbyamir @VastoLorde95 @jimmybajimmyba @arshdeep @ibab @nikitabier https://twitter.com/i/web/status/2020128954309374157 https://twitter.com/i/web/status/2020128954309374157"  
[X Link](https://x.com/MarceloLima/status/2020128954309374157)  2026-02-07T13:34Z 27.3K followers, [---] engagements


"Second side note: there is endless FUD on X about "AI destroying SaaS" this is clearly a completely ignorant take. Is nobody actually following these companies and realizing they have been putting AI in the product for years now and seeing real results with customers"  
[X Link](https://x.com/MarceloLima/status/2020172611117105384)  2026-02-07T16:27Z 27.3K followers, [---] engagements


"The Benedict Evans interview on @stratechery laid out the thesis for Aggregation Theory in enterprise software: The core tenet of Aggregation Theory is that the Aggregator wins by commoditizing the suppliers forcing them to compete on price and efficiency. The interview explicitly argues that AI models are becoming undifferentiated utilities comparable to electricity or cloud hosting. Evans argues that for enterprise buyers the underlying model is irrelevant infrastructure. "As an enterprise I don't care if that runs on Anthropic or Google or OpenAI any more than I care whether it runs on AWS"  
[X Link](https://x.com/MarceloLima/status/2020202238405234998)  2026-02-07T18:25Z 27.6K followers, 37.5K engagements


"Atlassian's CEO on the AI models used for their agents: "Our customers don't use models they use applications. We have a very good AI team world-class in adopting new models. getting those into our products really quickly. the customers may not even notice that.""  
[X Link](https://x.com/MarceloLima/status/2020337200366567464)  2026-02-08T03:21Z 27.7K followers, [----] engagements


"You can watch $CRM's Investor Day on YouTube and now with Gemini query the entire [--] hour long video which is very helpful. I think they did a good job putting to bed the "AI will kill SaaS" narrative although very few seem to have watched it"  
[X Link](https://x.com/MarceloLima/status/2020501941495922982)  2026-02-08T14:16Z 27.4K followers, [----] engagements


"For example you can ask "are the LLM companies using Salesforce" and jump straight to that part of the video:"  
[X Link](https://x.com/MarceloLima/status/2020501944574591034)  2026-02-08T14:16Z 27.3K followers, [---] engagements


"Hyperscalers are spending $650 bn in capex this year. Given that the limiting factor is energy how are they going to power all the chips Are we going to see a pile-up of unused chips later this year And now it seems even building datacenters is getting harder. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center"  
[X Link](https://x.com/MarceloLima/status/2020567117586718725)  2026-02-08T18:35Z 27.3K followers, [----] engagements


"@WallStreetMav @nikitabier Don't worry Nikita said he can vibe code all of Adobe's suite in a few hours so you should have that bug fixed in the next couple of minutes"  
[X Link](https://x.com/MarceloLima/status/2020605374366396545)  2026-02-08T21:07Z 27.3K followers, [---] engagements


"$MNDY FCF margins: 2024: 30% 2025: 26% [----] guide: 20% 🤔"  
[X Link](https://x.com/MarceloLima/status/2020863895431254215)  2026-02-09T14:14Z 27.4K followers, [----] engagements


"Looking at $MNDY earnings call: - Walked back [----] targets - Said PLG is challenging needs to invest more in CAC - Seems behind in AI just started deploying agents Seems tough"  
[X Link](https://x.com/MarceloLima/status/2021218552594694623)  2026-02-10T13:43Z 27.5K followers, [----] engagements


"Orlando Bravo gave an interesting interview in Davos two weeks ago explaining why he thinks software stocks are cheap and why the top companies will benefit from AI and come out stronger: Sara Eisen (CNBC host) So let's talk about the market software is beaten down. This has only accelerated in [----] for some of these software stocks and the narrative that AI is going to eat software is really taking over. Is that wrong Orlando Bravo It is. It is absolutely wrong. Why And I know you had Benioff here before. Yesterday. Look people need to understand that the that the franchise value of a"  
[X Link](https://x.com/MarceloLima/status/2021235459397910877)  2026-02-10T14:51Z 27.3K followers, [----] engagements


"Everyone is supposedly vibe coding revolutionary stuff every minute of every day yet real-world products even by fast-moving companies have exhibited no perceived acceleration in product velocity. It seems like the number of things people claim they are building is up but the number of great products is roughly the same. I find this particularly interesting about what it means is actually hard. It seems like the number of things people claim they are building is up but the number of great products is roughly the same. I find this particularly interesting about what it means is actually hard"  
[X Link](https://x.com/MarceloLima/status/2021626110019350637)  2026-02-11T16:43Z 27.7K followers, [----] engagements


"@thibauld @SlackHQ @salesforce @benioff pls fix thx"  
[X Link](https://x.com/MarceloLima/status/2021679205344243969)  2026-02-11T20:14Z 27.7K followers, [--] engagements


"My guess is they could if they wanted to but how long would it take And that's a huge opportunity cost when they should be devoting efforts to their core business. Hubspot CTO @dharmesh made the same point recently. They pay for a lot of SaaS internally and are replacing none of it with self-coded solutions. https://twitter.com/i/web/status/2021703830451196396 https://twitter.com/i/web/status/2021703830451196396"  
[X Link](https://x.com/MarceloLima/status/2021703830451196396)  2026-02-11T21:52Z 27.6K followers, [--] engagements


"You can go to Thoma Bravo's website and listen to the CEOs of Coupa and Anaplan adopting AI getting faster results from engineering and pricing on outcomes + the regulatory barriers these enterprise software companies have to deal with"  
[X Link](https://x.com/MarceloLima/status/2021715838089261533)  2026-02-11T22:39Z 27.7K followers, [----] engagements


"Maybe when even the guys who make money by disrupting stuff tell you that stuff won't get disrupted you should pay attention 04:01 The "SaaS Apocalypse" myth: Why "vibe coding" everything is a lie We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I have not lost a deal in [--] years. It has never been a more uncertain time to be an investor. - Is SaaS dead - Do margins matter - Is triple triple double https://t.co/qCcYCrlbEB We are not allowed to believe in luck at a16z. We must see every deal in our domain. We must win 100% of them. I"  
[X Link](https://x.com/MarceloLima/status/2021720402003996932)  2026-02-11T22:58Z 27.7K followers, [----] engagements


"Disagree on this point @firstadopter The biggest chatbot will be on the Google search page and the second biggest one will be Gemini They have the distribution product engineering skills TPUs datacenters. it's their prize to lose"  
[X Link](https://x.com/MarceloLima/status/2021739978581999881)  2026-02-12T00:15Z 27.7K followers, [----] engagements


"@bobspaysubstack @stripe This still runs checkout through Shopify and that runs on Stripe"  
[X Link](https://x.com/MarceloLima/status/2021903061170761878)  2026-02-12T11:03Z 27.7K followers, [---] engagements


"@dozenrose @thefox @toddbranch @googlefinance Two suggestions for UI improvements on Google Finance: - The transcript at the bottom is too small and I can't enlarge it. I want it to fill the screen to make it easier to scroll/read - The player needs speed controls (1.5x 2x) and a -10s +10s button like most podcast players https://twitter.com/i/web/status/2021918345105129688 https://twitter.com/i/web/status/2021918345105129688"  
[X Link](https://x.com/MarceloLima/status/2021918345105129688)  2026-02-12T12:04Z 27.7K followers, [---] engagements


"$HUBS making it clear they're seeing seat growth + AI adoption which will be the case for the best-managed software companies that are infusing AI into their products to make them better"  
[X Link](https://x.com/MarceloLima/status/2021919574833475792)  2026-02-12T12:09Z 27.7K followers, [----] engagements


"@jasonlk Does your uncertainty extend to the top ones such as ServiceNow"  
[X Link](https://x.com/MarceloLima/status/2021980966588494197)  2026-02-12T16:13Z 27.7K followers, [---] engagements


"@MF_Camillus @dharmesh I think it's an echo of DeepSeek scare and AWS scare (when finance folks thought AWS DocumentDB was going to replace MongoDB etc). Shoot first ask questions later"  
[X Link](https://x.com/MarceloLima/status/2021983275582124138)  2026-02-12T16:22Z 27.7K followers, [---] engagements


"When Buffett said that markets can move in crazy ways this is what he meant. A trucking company: BI Tech chat yesterday called out CHRW as a natural extension of the AI domino trade. this market is so unbelievably fucking insane BI Tech chat yesterday called out CHRW as a natural extension of the AI domino trade. this market is so unbelievably fucking insane"  
[X Link](https://x.com/MarceloLima/status/2022003478986731730)  2026-02-12T17:42Z 27.7K followers, [----] engagements


"$META is already in a net debt position despite generating $45 billion in free cash flow. This is because it's spending an average of $29 billion per year in buybacks $16 billion on taxes for equity awards and $5 billion in dividends (avg of last four quarters on ttm basis)"  
[X Link](https://x.com/MarceloLima/status/1984586062740562052)  2025-11-01T11:39Z 27.7K followers, 156.8K engagements


"No wonder $AMZN is down this sounds terrible: We expect to invest about $200 billion in capital expenditures across Amazon but predominantly in AWS because we have very high demand we're monetizing capacity as fast as we can install it"  
[X Link](https://x.com/MarceloLima/status/2019680192529330469)  2026-02-06T07:50Z 27.7K followers, 88.6K engagements


"Side note: pausing selling is a good start @mcannonbrookes But real bullishness is buying a bunch of stock in the open market instead"  
[X Link](https://x.com/MarceloLima/status/2020172606679163076)  2026-02-07T16:27Z 27.7K followers, [---] engagements


"A couple of additional points: [--]. The FUD being spread about "structural gross margin headwinds" faced by software companies because AI is more expensive to run is nonsense. Inference costs are falling by orders of magnitude every year and it's quite likely that open-source models of the future will be good enough for the majority of enterprise use cases. In other words AI is just software. [--]. OpenAI's Frontier an agent that sits on top of existing systems of record and coordinates work is competing with work already being done by companies like Salesforce and ServiceNow. In OpenAI's Frontier"  
[X Link](https://x.com/MarceloLima/status/2020205455390249169)  2026-02-07T18:38Z 27.7K followers, [----] engagements


"$WMT at 51x TTM P/E and $AMZN at 30x 🤯 Analysts think WMT will grow EPS 5.5% this year and 12.3% next year For Amazon they're penciling in 28.4% and 19.8% respectively"  
[X Link](https://x.com/MarceloLima/status/2020274531404009669)  2026-02-07T23:12Z 27.7K followers, 11.4K engagements


"$TEAM is at $90 or 18x TTM free cash flow Over the last five years it has traded between 27x and 141x () If it trades at 20x in five years the IRR from here is likely 23% @mcannonbrookes needs to hire a good CFO to increase margins and provide a glide path for lower SBC"  
[X Link](https://x.com/MarceloLima/status/2020881597549998161)  2026-02-09T15:24Z 27.7K followers, 13.5K engagements


"Below is a picture of Atlassian's TTM revenues on the left and free cash flows per share on the right. They reaffirmed higher margins going forward. As the move to cloud goes 100% I expect FCF growth to smooth out"  
[X Link](https://x.com/MarceloLima/status/2020895742710178073)  2026-02-09T16:21Z 27.7K followers, [----] engagements


"Friedberg (All In pod) explained why SaaS companies could be worth 4x-10x over the next five years if they play their cards right. This ties into what both Goldman and a16z have posited (see image): software will do work humans do as well as work that was never done before. "As I think about software in the past It's like worker productivity enhancement. It helps people do work and the recent transition that a lot of people talk about is like it actually completes the work. It does the work. But I think that what we're starting to lean into is that it's doing the work that the humans can't"  
[X Link](https://x.com/MarceloLima/status/2021252945602359683)  2026-02-10T16:00Z 27.7K followers, 28.5K engagements


"Everyone's going to vibe code everything except Claude Code's maker Anthropic which is paying DataDog a lot of money for observability"  
[X Link](https://x.com/MarceloLima/status/2021352724550619625)  2026-02-10T22:36Z 27.7K followers, 103.3K engagements


""Look software is oversold. We're getting a lot of calls from LPs and big institutions saying do you still have room Are you open And we're not. There are some very big large investors that have a lot of experience that are looking to deploy capital especially in the private market in software there are some jewels in the public markets right now that are worth so much that have [--] years of domain expertise built into their process built into their product. And those companies are really really cheap right now." Orlando Bravo on CNBC today"  
[X Link](https://x.com/MarceloLima/status/2021724690432066002)  2026-02-11T23:15Z 27.7K followers, 180.2K engagements


"In early Jan [----] AWS announced Amazon DocumentDB; it crashed MongoDB's stock One of many such episodes when people thought AWS was going to kill a lot of different SaaS companies $MDB is up nearly 400% since then"  
[X Link](https://x.com/MarceloLima/status/2021944561216471483)  2026-02-12T13:48Z 27.7K followers, [----] engagements


"Chuck Akre's team just bought $CRM and $NOW in the last couple of days and released a letter noting: "We have spent our time as a research team actively trying to shake our conviction to understand the vulnerabilities to AI that the market is ascribing. So far we have failed to do so. Our frustration is high but dwarfed by our conviction which we continue to test. Given our conviction we are doing the only thing that makes sense to us in the face of this fear-driven AI stampede over the dominant businesses we own: leaning in and buying more of these great businesses.""  
[X Link](https://x.com/MarceloLima/status/2021981637341225388)  2026-02-12T16:16Z 27.7K followers, 145.6K engagements


"For its next trick AI will vibe code railroads Why are the truckers getting demolished https://t.co/BsCszQCBLv Why are the truckers getting demolished https://t.co/BsCszQCBLv"  
[X Link](https://x.com/MarceloLima/status/2022020637431411173)  2026-02-12T18:51Z 27.7K followers, 41.5K engagements


"@firstadopter Did you watch the xAI all hands yesterday MACROHARD is going to emulate any company that has a digital output. And Apple is nothing more than a set of CAD files on FTP to Shenzhen and Taiwan. 😅"  
[X Link](https://x.com/MarceloLima/status/2022047509515055318)  2026-02-12T20:37Z 27.7K followers, [---] engagements


"Spotify engineers havent written a line of code since December It shows"  
[X Link](https://x.com/MarceloLima/status/2022087954668384268)  2026-02-12T23:18Z 27.7K followers, [----] engagements


"If I were a conspiracy theorist I'd say Satya is trying to nuke Anthropic"  
[X Link](https://x.com/MarceloLima/status/2022091420774150649)  2026-02-12T23:32Z 27.7K followers, [----] engagements


"Azure keeps returning [---] Bad Gateway and it's been several days and nobody is fixing it @satyanadella pls fix thx"  
[X Link](https://x.com/MarceloLima/status/2022091423290732721)  2026-02-12T23:32Z 27.7K followers, [---] engagements


"@BradoCapital @BojanKevin @fiscal_ai Team I began using your excellent app and I have [--] UI suggestions [--] - move the sound controls to the left so users don't have to move the mouse so much to use them [--] - highlight the words as the audio plays to make it easier to follow along https://twitter.com/i/web/status/2022335647843786772 https://twitter.com/i/web/status/2022335647843786772"  
[X Link](https://x.com/MarceloLima/status/2022335647843786772)  2026-02-13T15:42Z 27.7K followers, [---] engagements


"@_catwu @mikeyk @brada @scahhht @felixrieseberg @gabemulley Hi Team the Azure outage seems resolved and I got Claude in Excel working but after some work I got this error:"  
[X Link](https://x.com/MarceloLima/status/2022380564716687595)  2026-02-13T18:41Z 27.7K followers, [---] engagements


"@_catwu @mikeyk @brada @scahhht @felixrieseberg @gabemulley Hi Team hopefully this helps you improve Claude in Excel. When I feed it a bunch of financials and ask it to create a sheet with balance sheet income statement and cash flow statement it needs the common sense to match the columns https://twitter.com/i/web/status/2022385732925481386 https://twitter.com/i/web/status/2022385732925481386"  
[X Link](https://x.com/MarceloLima/status/2022385732925481386)  2026-02-13T19:01Z 27.7K followers, [----] engagements


"Bloomberg asked me to test their NEW AI tool. Given what happened to Icon Plc yesterday I asked for a report on stocks w/similar issues. You can see how insane its reply is. Meanwhile Gemini ChatGPT Claude and Grok all gave me adequate replies with the math I requested"  
[X Link](https://x.com/MarceloLima/status/2022393280110194942)  2026-02-13T19:31Z 27.7K followers, 20K engagements


"@draecomino Not for uniquely human jobs Sports and live entertainment for example"  
[X Link](https://x.com/MarceloLima/status/2022429858987651339)  2026-02-13T21:57Z 27.7K followers, [----] engagements


"Wow Is it my imagination or are large segments of the market just getting slaughtered Have you checked out staples names lately Oof. Is it my imagination or are large segments of the market just getting slaughtered Have you checked out staples names lately Oof"  
[X Link](https://x.com/MarceloLima/status/1984281018824851704)  2025-10-31T15:27Z 27.7K followers, 1.2M engagements


""Thats not what a company facing existential AI disruption looks like. Thats what a company becoming more strategic to its customers looks like." Thoughtful piece on $TEAM https://t.co/xPZk6XF30s https://t.co/xPZk6XF30s"  
[X Link](https://x.com/MarceloLima/status/2020172604741722410)  2026-02-07T16:27Z 27.7K followers, 20.4K engagements


"$GOOG up 145% since this clip Sundar for the win. 🙌 https://t.co/HjMWa9CFSg Sundar for the win. 🙌 https://t.co/HjMWa9CFSg"  
[X Link](https://x.com/MarceloLima/status/2020292292037472608)  2026-02-08T00:23Z 27.7K followers, 62.5K engagements


"Here's an example from Claude. The fact that Bloomberg just searches the news and does no "thinking" at all and that this isn't their first stab at it. is just crazy"  
[X Link](https://x.com/MarceloLima/status/2022430836864536737)  2026-02-13T22:01Z 27.7K followers, [----] engagements


"This is a purely political problem. Deregulate. People can bet on sports outcomes for heaven's sake but they can't invest in private companies @SECGov needs to fix this Kinda insane how there are headlines weekly of OpenAI being valued at $800 billion Anthropic at $380 billion SpaceX at $1.25 trillion and 99.999% of investors are unable to participate in the upside of the most iconic generational businesses of our time Kinda insane how there are headlines weekly of OpenAI being valued at $800 billion Anthropic at $380 billion SpaceX at $1.25 trillion and 99.999% of investors are unable to"  
[X Link](https://x.com/MarceloLima/status/2022438843740492215)  2026-02-13T22:32Z 27.7K followers, [----] engagements


"@jasonlk Wait I was assured by all the big brains that AI would be a structural headwind to gross margins forever 😏"  
[X Link](https://x.com/MarceloLima/status/2022823649363870201)  2026-02-15T00:01Z 27.7K followers, [--] engagements


"@elonmusk @SciGuySpace @TMFAssociates Interesting cc @benthompson"  
[X Link](https://x.com/MarceloPLima/status/1965452814727217360)  2025-09-09T16:30Z 25.4K followers, [----] engagements


"Whenever I hear Dara talking about Uber's rides and Eats businesses all I can think of is the freight train called Tesla that's coming at them 💀 Especially once the new comp structure is ratified by shareholders and cement's Elon's incentives to deliver [--] million Cybercabs"  
[X Link](https://x.com/MarceloPLima/status/1965455841521455229)  2025-09-09T16:42Z 25.4K followers, [----] engagements


"Amazing I wonder how much money they wasted on this dumb adventure 🚨 BREAKING: Cracker Barrel has has officially CANCELED their renovations will revert any stores already changed back to the original design We WON 🙌🏻 Today were suspending our remodels. If your restaurant hasnt been remodeled you dont need to worry it wont be. With https://t.co/SavnMfPyaa 🚨 BREAKING: Cracker Barrel has has officially CANCELED their renovations will revert any stores already changed back to the original design We WON 🙌🏻 Today were suspending our remodels. If your restaurant hasnt been remodeled you dont"  
[X Link](https://x.com/MarceloPLima/status/1965502798801637867)  2025-09-09T19:49Z 25.4K followers, [----] engagements


"With this move AH $ORCL is now +70% YTD while $CRM is -25% @benioff please fix thanks"  
[X Link](https://x.com/MarceloPLima/status/1965511608844910928)  2025-09-09T20:24Z 25.4K followers, [----] engagements


"$ORCL's RPO is now bigger than the GDP of Saudi Arabia"  
[X Link](https://x.com/MarceloPLima/status/1965513825106661704)  2025-09-09T20:33Z 25.4K followers, [----] engagements


"This is Altice; it has a terrible melting ice cube of a business and too much debt. It's crazy to me that management didn't figure out sooner that they were throwing away money on capex. Here's one example:"  
[X Link](https://x.com/MarceloPLima/status/1965516170616041773)  2025-09-09T20:42Z 25.4K followers, [----] engagements


"This is probably one of the most insane financial press releases in tech history "MultiCloud database revenue from Amazon Google and Microsoft grew at the incredible rate of 1529% in Q1" said Oracle Chairman and CTO Larry Ellison"  
[X Link](https://x.com/MarceloPLima/status/1965519437647560843)  2025-09-09T20:55Z 25.4K followers, 11.1K engagements


"Should've listened to Larry a year ago $ORCL"  
[X Link](https://x.com/MarceloPLima/status/1965773260995633260)  2025-09-10T13:44Z 25.4K followers, [----] engagements


"I owe Larry an apology. He's now projecting revenue in [--] years that will match AWS today and his $500 bn RPO eclipses AWS's $190 bn today. All with a fraction of the capex. 🤯 Sorry Larry https://t.co/JJ9j6jxQHf Sorry Larry https://t.co/JJ9j6jxQHf"  
[X Link](https://x.com/MarceloPLima/status/1965774281541103839)  2025-09-10T13:48Z 25.4K followers, [----] engagements


"An important lesson in Larry Ellison for founders who "diversify". He owns nearly the same number of shares as he did in 2006sold almost nothingwhile his ownership swelled from 24% to 42% as they reduced shares w/ buybacks. Now he's the richest man in the world"  
[X Link](https://x.com/MarceloPLima/status/1965790574507971064)  2025-09-10T14:52Z 25.4K followers, [----] engagements


"@realDonaldTrump Beautiful eulogy ❤"  
[X Link](https://x.com/MarceloPLima/status/1965963142997144028)  2025-09-11T02:18Z 25.4K followers, [---] engagements


"Booms Blake Scholl explains how our entire regulatory system is backwardsit took longer to get the building permits than to build the factoryand how we should fix this:"  
[X Link](https://x.com/MarceloPLima/status/1966154214809489811)  2025-09-11T14:57Z 25.4K followers, 23.4K engagements


"@FBIDirectorKash @FBIDDBongino @Kash_Patel"  
[X Link](https://x.com/MarceloPLima/status/1966158605704638667)  2025-09-11T15:15Z 25.4K followers, [--] engagements


"Happy all-time high for $LRCX to all those who celebrate"  
[X Link](https://x.com/MarceloPLima/status/1966194626379002151)  2025-09-11T17:38Z 25.4K followers, [----] engagements


"@antoniogm Strangely very low rates of gun ownership"  
[X Link](https://x.com/MarceloPLima/status/1966238705598992878)  2025-09-11T20:33Z 25.4K followers, 12.9K engagements


"@Invesquotes Yeah 6% FCF yield and Dan is returning it all to shareholders. Beautiful to see"  
[X Link](https://x.com/MarceloPLima/status/1966334999042424982)  2025-09-12T02:56Z 25.4K followers, [----] engagements


"The money slide for $BN Between $6.9 and $10.4 in distributable earnings per share envisaged"  
[X Link](https://x.com/MarceloPLima/status/1966610577884680621)  2025-09-12T21:11Z 25.5K followers, [----] engagements


"I wonder if Mason Morfit told @Benioff about the software acquisition wizard called Mark Leonard Imagine if $CRM starts allocating M&A capital like CSU"  
[X Link](https://x.com/MarceloPLima/status/1966639065073127743)  2025-09-12T23:04Z 25.4K followers, [----] engagements


"@bgurley @GS_CapSF @elonmusk Elon NAILED his [----] forecast (described below) and now has agreed to another forecast thatll 8x the market cap of the company: https://t.co/LuTg4oKYTF https://t.co/LuTg4oKYTF"  
[X Link](https://x.com/MarceloPLima/status/1966899749685985348)  2025-09-13T16:20Z 25.4K followers, [----] engagements


"TIL that George Lazenby didn't make more than one Bond movie because his agent told him it was a bad idea 🤯 Are there other examples of agents giving such catastrophically bad advice"  
[X Link](https://x.com/MarceloPLima/status/1967275718460821873)  2025-09-14T17:14Z 25.4K followers, [----] engagements


"The comments on the Sam Altman x Tucker Carlson interview are 🔥"  
[X Link](https://x.com/MarceloPLima/status/1967563662190940279)  2025-09-15T12:18Z 25.4K followers, [----] engagements


"The majority of new data centers in [----] will be powered by solar says Casey Handmer Hard to believe"  
[X Link](https://x.com/MarceloPLima/status/1967580830194393304)  2025-09-15T13:26Z 25.4K followers, [---] engagements


"Happy ATH for $GOOG shareholders From AI loser to AI winner. well done @sundarpichai"  
[X Link](https://x.com/MarceloPLima/status/1967591754565357578)  2025-09-15T14:10Z 25.4K followers, [----] engagements


"According to $NOW CEO Bill McDermott other countries like Japan want to copy @DOGE which has already saved $206bn in spend"  
[X Link](https://x.com/MarceloPLima/status/1967721632677675185)  2025-09-15T22:46Z 25.5K followers, [----] engagements


"More companies should just use the @Quartr_App widget on their websites it's so much better than the alternative I hope Quartr takes over all of IR because Q4 Inc is so bad"  
[X Link](https://x.com/MarceloPLima/status/1968066650131087806)  2025-09-16T21:37Z 25.4K followers, [----] engagements


"Surprised to learn that the Houthis in Yemen run on $WDAY I guess they too need a way to track martyr bonus payouts"  
[X Link](https://x.com/MarceloPLima/status/1968441262735863989)  2025-09-17T22:25Z 25.5K followers, [----] engagements


"Either this is fake or Rolex has really jumped the shark Not a watch guy but https://t.co/XnRcEP7J0n Not a watch guy but https://t.co/XnRcEP7J0n"  
[X Link](https://x.com/MarceloPLima/status/1968450565592985744)  2025-09-17T23:02Z 25.4K followers, [----] engagements


"Why the CEO of Toyota envies Elon:"  
[X Link](https://x.com/MarceloPLima/status/1968461264524321253)  2025-09-17T23:45Z 25.4K followers, [---] engagements


"Zuck replaced the Unity engine with his own AI graphics engine Wasn't on my bingo card that something as sophisticated as this would be so easily replaced by generative AI"  
[X Link](https://x.com/MarceloPLima/status/1968506001629270204)  2025-09-18T02:42Z 25.4K followers, [----] engagements


"be asml in july guide to no growth stock tanks 8% "oh no peak litho is real" insiders buy discounted stock on sep [--] sep [--] announce revival of customer Intel stock +15.7% from buy price +24% on the month 😜"  
[X Link](https://x.com/MarceloPLima/status/1968671078806425641)  2025-09-18T13:38Z 25.4K followers, 11.4K engagements


"Why did Elon name his family office Excession In Banks an Excession is an outsidecontext problema sudden overwhelming unknown. Naming a family office after that reads like a wink about handling unpredictable highstakes opportunities and shocks. The novel: Peak Minds energy. The ships are full characters herewitty ruthless idealisticand their message threads are a delight. A killer big idea. The Outside Context Problem lens gives the story an almost philosophical jolt: what do utopias do when blindsided Highstakes Culture politics. You see Contact/SC strategy at scalea chess match among"  
[X Link](https://x.com/MarceloPLima/status/1968764626642026703)  2025-09-18T19:50Z 25.4K followers, [----] engagements


"Intuit posted its IR day right away on YouTube. All IR teams should do this. It's such a no-brainer"  
[X Link](https://x.com/MarceloPLima/status/1969018140894851232)  2025-09-19T12:38Z 25.4K followers, [---] engagements


"@bscholl Will be such a huge flex when Air Force One is supersonic"  
[X Link](https://x.com/MarceloPLima/status/1969034489209688348)  2025-09-19T13:42Z 25.4K followers, [----] engagements


"Highly recommended: @balajis explains the poor implementation of tariffs and why Taiwan might voluntarily want to reunite with China now:"  
[X Link](https://x.com/MarceloPLima/status/1969176675381305398)  2025-09-19T23:07Z 25.4K followers, [----] engagements


"While SpaceX builds rockets Blue Origin writes memos"  
[X Link](https://x.com/MarceloPLima/status/1969371825126711641)  2025-09-20T12:03Z 25.4K followers, [----] engagements


"Meta Rayban could translate this as you read it A (niche) prediction: with the advent of AR glasses + ChatGPT we will read more works of literature in the original language. When you start scrutinizing translations you realize just how awful many of them are. Heres one simple example: Seneca (Lucius Annaeus Seneca) lived https://t.co/49G6lwSnjg A (niche) prediction: with the advent of AR glasses + ChatGPT we will read more works of literature in the original language. When you start scrutinizing translations you realize just how awful many of them are. Heres one simple example: Seneca (Lucius"  
[X Link](https://x.com/MarceloPLima/status/1969504572709146979)  2025-09-20T20:50Z 25.4K followers, [----] engagements


"Yes and why doesnt Apple transfer all the credit cards and their codes to the new iPhones wallet without having to manually confirm everything again Got my new iPhone yesterday Spent the entire evening trying to log in to nearly every single app again. My annual reminder that no team ever actually cares about the onboarding experience since they rarely have to do it themselves. Got my new iPhone yesterday Spent the entire evening trying to log in to nearly every single app again. My annual reminder that no team ever actually cares about the onboarding experience since they rarely have to do"  
[X Link](https://x.com/MarceloPLima/status/1969779549228482695)  2025-09-21T15:03Z 25.4K followers, [----] engagements


"He skipped environmental review: Grant rebuilt [---] interior bridges many spanning chasms and restored [---] miles of railroad tracks destroyed by rebel armies in northern Alabama and middle Tennesseea stupendous engineering feat often accomplished with elementary axes picks and spades"  
[X Link](https://x.com/MarceloPLima/status/1969820149088666087)  2025-09-21T17:44Z 25.5K followers, [----] engagements


"@SawyerMerritt @grok how does this compare with the similar offering from Tesla Be technical and detailed in your reply"  
[X Link](https://x.com/MarceloPLima/status/1969821587881820540)  2025-09-21T17:50Z 25.4K followers, [---] engagements


"@TeamYouTube This is the iOS app latest version Still happening on this video: https://youtu.be/23FyskyFoP8si=k-C4SbDbseiTw4zY https://youtu.be/23FyskyFoP8si=k-C4SbDbseiTw4zY"  
[X Link](https://x.com/MarceloPLima/status/1969832607639797946)  2025-09-21T18:34Z 25.4K followers, [--] engagements


"Self-improving AI: Llama [--] worked autonomously to improve the Facebook algorithm and delivered code a mid-level engineer would get promoted for"  
[X Link](https://x.com/MarceloPLima/status/1969940958877045104)  2025-09-22T01:44Z 25.5K followers, [----] engagements


"People were like "Mark Carney is really smart he worked at Brookfield" but between legitimizing terrorists and stuff like this Brookfield is lucky it got rid of him"  
[X Link](https://x.com/MarceloPLima/status/1970199752546414773)  2025-09-22T18:53Z 25.5K followers, [----] engagements


"@leevalueroach No theyre not asleep. The gun industry is extremely fragmented and has much lower barriers to entry than it used to. So these companies are not as amazing as you think they are. Go to a gun store and look around and talk to the salesmen"  
[X Link](https://x.com/MarceloPLima/status/1970496687249522826)  2025-09-23T14:33Z 25.4K followers, [----] engagements


"Berkshire Hathaway has over $350 billion in cash. That's a whole lot of Stargates"  
[X Link](https://x.com/MarceloPLima/status/1970830584743329956)  2025-09-24T12:40Z 25.4K followers, [---] engagements


"$OKLO is very impressive"  
[X Link](https://x.com/MarceloPLima/status/1970834349399666744)  2025-09-24T12:54Z 25.5K followers, [----] engagements


"This shift would be potentially disruptive to GE Aerospace Rolls Royce Safran and Howmet https://t.co/kAZJozX4QI https://t.co/kAZJozX4QI"  
[X Link](https://x.com/MarceloPLima/status/1970835277964026172)  2025-09-24T12:58Z 25.5K followers, [----] engagements


"@FrontlinesTPUSA @sav_says_ @TPUSA Why are @EmmanuelMacron and @Anne_Hidalgo allowing this"  
[X Link](https://x.com/MarceloPLima/status/1971045395905302988)  2025-09-25T02:53Z 25.5K followers, [---] engagements


"Wondering how high $AMZN's operating margins can go once all of fulfillment is handled by robots from picking and packing to home delivery"  
[X Link](https://x.com/MarceloPLima/status/1971218173434396923)  2025-09-25T14:20Z 25.4K followers, [----] engagements


"@openai @kevinweil Taking a screenshot of a PDF and asking ChatGPT [--] to put it into a spreadsheet remains a challenge. It doesn't do it verbatim (misses headings); it puts the columns in the wrong order (labels on the right not on the left) But worst of all it transposes numbers. In today's example it put the number "5856" as "5586" in the spreadsheet like it's dyslexic I can share the chat with you if you want to debug"  
[X Link](https://x.com/MarceloPLima/status/1971582443497922606)  2025-09-26T14:27Z 25.4K followers, [---] engagements


"An interesting post from @a16z on harmonic reducers for humanoid robots but no mention that @Tesla is working on this"  
[X Link](https://x.com/MarceloPLima/status/1971625907027877937)  2025-09-26T17:20Z 25.5K followers, [--] engagements


"Jensen says he cant imagine how bad it would have been under Kamala:"  
[X Link](https://x.com/MarceloPLima/status/1972380447868108980)  2025-09-28T19:18Z 25.4K followers, [----] engagements


"Agree with Gurman here. People will want to converse with Siri anyway so Apple might as well make it the most competent conversational bot on the market. Create a two-pizza hardcore team to oversee this release it publicly get feedback and iterate fast to fix and improve it"  
[X Link](https://x.com/MarceloPLima/status/1972642227265679460)  2025-09-29T12:38Z 25.4K followers, [---] engagements


"The divergence in P/E multiples between $WMT and $AMZN is pretty nuts"  
[X Link](https://x.com/MarceloPLima/status/1972659700140302815)  2025-09-29T13:48Z 25.5K followers, [----] engagements


"The Biden plan showed a DECLINE in 5-year energy consumption in the country. Incredible: https://x.com/i/broadcasts/1yoJMPOLrROGQ https://x.com/i/broadcasts/1yoJMPOLrROGQ"  
[X Link](https://x.com/MarceloPLima/status/1972677433514946940)  2025-09-29T14:58Z 25.4K followers, [---] engagements


"Perfectly rational strategy by Jensen however: create demand for your chips lock up the supply chain for years crowd out fab capacity away from competitors increase installed base and number of CUDA developers and generate more profits to reinvest in R&D"  
[X Link](https://x.com/MarceloPLima/status/1972678074740167052)  2025-09-29T15:01Z 25.4K followers, [----] engagements


"This is amazing: $GOOG's Veo [--] is so good it's better at edge detection than humans who were too lazy to properly annotate the ground truth data"  
[X Link](https://x.com/MarceloPLima/status/1972686396977520654)  2025-09-29T15:34Z 25.5K followers, [---] engagements


"Jaguar is getting a [---] billion loan from the government to stem a [--] million per week loss resulting from a cyberattack that could have been prevented with an enterprise-wide Yubico implementation costing only [--] million per YEAR"  
[X Link](https://x.com/MarceloPLima/status/1972693131293286423)  2025-09-29T16:01Z 25.4K followers, [---] engagements


"@ShadowofEzra @Kash_Patel can you confirm this"  
[X Link](https://x.com/MarceloPLima/status/1972724821013234063)  2025-09-29T18:07Z 25.4K followers, [----] engagements


"The Fermi LLC IPO roadshow video has an interesting bit with an ex-Westinghouse guy (Mesut Uzman) who worked in China and Korea and knows how to do nuclear properly; he's now back in Texas to help us win"  
[X Link](https://x.com/MarceloPLima/status/1972731087165251798)  2025-09-29T18:31Z 25.5K followers, [----] engagements


"@WallStreetMav Yes the deal is designed to fail because Hamas is a terrorist organization. Have you ever seen one simply give up"  
[X Link](https://x.com/MarceloPLima/status/1972802880282480876)  2025-09-29T23:17Z 25.5K followers, [---] engagements


"@BenBajarin How is it cheaper to pay a huge margin to Coreweave than to build your own tents as Meta is doing"  
[X Link](https://x.com/MarceloPLima/status/1973036518853034286)  2025-09-30T14:45Z 25.4K followers, [--] engagements


"@BenBajarin Yeah power is the bottleneck. The weird part is META has huge owned data centers and is building more and can negotiate with the utilities or build BTM power. And yet they still go to Coreweave. This smells weird like they HAD to because of NVDAs GPU allocations"  
[X Link](https://x.com/MarceloPLima/status/1973038855046705195)  2025-09-30T14:54Z 25.4K followers, [--] engagements


"@theaustinlyons Are they trying to teach the Chinese how to do it 😂"  
[X Link](https://x.com/MarceloPLima/status/1973040924226949383)  2025-09-30T15:03Z 25.5K followers, [----] engagements


"@RnaudBertrand Arnaud the west banned Huawei because it streams data back to the CCP. Chinese EVs are the same. Do you want video/audio streamed back to the CCP I don't. The only way NOT to ban Chinese EVs is if you're certain the data residency is in the US"  
[X Link](https://x.com/MarceloPLima/status/1973443130881122411)  2025-10-01T17:41Z 25.5K followers, [--] engagements


"I asked 5-Pro to estimate mature AV market and impact on $UBER V. good nuanced answer IMO; probability Waymo exits aggregators 60% Probability Tesla never partners with aggregators 70% 45% of EBIT capture by Waymo/Tesla 15% by Uber/Lyft"  
[X Link](https://x.com/MarceloPLima/status/1973758469288472885)  2025-10-02T14:34Z 25.5K followers, [----] engagements


"Good news: $GOOG is looking at spinning off/selling one of its "Other Bets" Verily Not a single question on $GOOG's earnings call about "Other Bets" which saw revenue -39% YoY and continues to burn over $1 billion per quarter https://t.co/DtYUkPzBHi Not a single question on $GOOG's earnings call about "Other Bets" which saw revenue -39% YoY and continues to burn over $1 billion per quarter https://t.co/DtYUkPzBHi"  
[X Link](https://x.com/MarceloPLima/status/1974095809953382738)  2025-10-03T12:54Z 25.5K followers, [----] engagements


"Here's a list of @netflix titles you should block according to Grok"  
[X Link](https://x.com/MarceloPLima/status/1974100732443045998)  2025-10-03T13:14Z 25.5K followers, [---] engagements


"$NEE slide shows the cost advantage of $TSLA 4-hour utility-scale battery storage over $GEV turbines"  
[X Link](https://x.com/MarceloPLima/status/1974123712694923672)  2025-10-03T14:45Z 25.5K followers, [----] engagements


"Apparently there is at least one country more litigious than the US: Brazil. Their supreme court considers [-----] cases a year 10x more than us"  
[X Link](https://x.com/MarceloPLima/status/1975187540563956066)  2025-10-06T13:13Z 25.4K followers, [---] engagements


"I guess this is another reason the US wins: what Brits think is a circus act by Jensen Huang is totally normal behavior here"  
[X Link](https://x.com/MarceloPLima/status/1975211319940030477)  2025-10-06T14:47Z 25.5K followers, [----] engagements


"There are companies trolling Craigslist finding the $45k optometrist secretary job thats unfilled and selling $20k of software that can now do the job with AI"  
[X Link](https://x.com/MarceloPLima/status/1975385441349382624)  2025-10-07T02:19Z 25.5K followers, [----] engagements


"How soon can air traffic control be replaced by AI Im sure @arampell has a company working on this NEW: As of 4:15 pm air traffic controllers at Burbank Airport in California headed home and there are no air traffic controllers inside the tower. The FAA has since released a statement in response to the staffing issues. "As Secretary Duffy said there have been increased https://t.co/Au0n2kJX58 NEW: As of 4:15 pm air traffic controllers at Burbank Airport in California headed home and there are no air traffic controllers inside the tower. The FAA has since released a statement in response to"  
[X Link](https://x.com/MarceloPLima/status/1975387158061129934)  2025-10-07T02:26Z 25.5K followers, [----] engagements


""Now its hard to see OpenAI not getting whatever money they want at least until the bubble bursts." 📌🎈"  
[X Link](https://x.com/MarceloPLima/status/1975540630463127915)  2025-10-07T12:36Z 25.5K followers, [---] engagements


"@BLKMDL3 Does it swerve to avoid holes in the pavement"  
[X Link](https://x.com/MarceloPLima/status/1975559595570720892)  2025-10-07T13:51Z 25.5K followers, [---] engagements


"$NVDA is just a $TSM wrapper 😎"  
[X Link](https://x.com/MarceloPLima/status/1975902861340127487)  2025-10-08T12:35Z 25.5K followers, [----] engagements


"In most interviews Sama talks a lot but says little; kudos to @benthompson for putting out a genuinely useful interview https://stratechery.com/2025/an-interview-with-openai-ceo-sam-altman-about-devday-and-the-ai-buildout/ https://stratechery.com/2025/an-interview-with-openai-ceo-sam-altman-about-devday-and-the-ai-buildout/"  
[X Link](https://x.com/MarceloPLima/status/1975961928536404110)  2025-10-08T16:30Z 25.5K followers, [---] engagements


"@nikitabier Yes butlook at our government deficits debt and interest rates going down. BTC/gold going up is just offsetting dollar debasement"  
[X Link](https://x.com/MarceloPLima/status/1976319203285118992)  2025-10-09T16:09Z 25.5K followers, [----] engagements


"How many [----] Super Bowl TV commercials will be made entirely using generative AI How deflationary will it be to production budgets"  
[X Link](https://x.com/MarceloPLima/status/1976327667797344719)  2025-10-09T16:43Z 25.5K followers, [---] engagements


"@djseo Imagine if Stephen Hawking had this"  
[X Link](https://x.com/MarceloPLima/status/1976328465772372138)  2025-10-09T16:46Z 25.5K followers, [----] engagements


"@grok @grok put the budget savings in dollar terms"  
[X Link](https://x.com/MarceloPLima/status/1976331318427586863)  2025-10-09T16:57Z 25.5K followers, [--] engagements


"@niccruzpatane Small holes in the pavement13.2.9 doesn't see them. Does [----] swerve to avoid them"  
[X Link](https://x.com/MarceloPLima/status/1976772446301868261)  2025-10-10T22:10Z 25.5K followers, [--] engagements


"We need to reverse the huge own goals in nuclear energy and rare earth minerals"  
[X Link](https://x.com/MarceloPLima/status/1977763412802253161)  2025-10-13T15:48Z 25.5K followers, [---] engagements


"Taylor Swift fans buy vinyl without owning record players and CDs without owning CD players"  
[X Link](https://x.com/MarceloPLima/status/1978433430644830331)  2025-10-15T12:11Z 25.5K followers, [---] engagements


"I don't get the "single point of failure" argument. OpenAI has 800m weekly active users only 5% of whom are paying customers. There's a lot of headroom to grow and they have a real business that creates a ton of consumer surplus"  
[X Link](https://x.com/MarceloPLima/status/1978436893869015376)  2025-10-15T12:24Z 25.5K followers, [---] engagements


"SpaceX already has 90% of share of tonnage to space and with Starship will have 99%. How do they not dominate period We're now starting the third inning of commercial rockets. The first inning had a lot of false starts The second inning was dominated by SpaceX I suspect the third inning will be dominated by SpaceX Rocket Lab Blue Origin and China. Stoke Space and Relativity with Schmidt's We're now starting the third inning of commercial rockets. The first inning had a lot of false starts The second inning was dominated by SpaceX I suspect the third inning will be dominated by SpaceX Rocket"  
[X Link](https://x.com/MarceloPLima/status/1978474771227812190)  2025-10-15T14:55Z 25.5K followers, [----] engagements


"Switzerland will similarly come to regret selling ABB's robotics unit to Softbank right before a robotics revolution"  
[X Link](https://x.com/MarceloPLima/status/1978522288019394832)  2025-10-15T18:04Z 25.5K followers, [---] engagements


"@openai @kevinweil Getting these errors every time I try to share a chat web interface"  
[X Link](https://x.com/MarceloPLima/status/1978533848200712658)  2025-10-15T18:50Z 25.5K followers, [---] engagements


"Reading this passage by Shirer I cant help but think of the upcoming Mayoral election in NYC. Everyone seems opposed to Mamdani and yet hes got an 87% chance of winning. Lack of unity"  
[X Link](https://x.com/MarceloPLima/status/1978791584666624347)  2025-10-16T11:54Z 25.5K followers, [----] engagements


"Marc Benioff is channeling Mark Leonard: "Appropriate valuation" 🎉 "In the beginner's mind there are many possibilities but in the expert's mind there are few." Shunryu Suzuki $CRM"  
[X Link](https://x.com/MarceloPLima/status/1978806427608129655)  2025-10-16T12:53Z 25.5K followers, [----] engagements


"and here's the deck: https://s205.q4cdn.com/626266368/files/doc_presentations/2025/10/Salesforce-Investor-Day-2025-10-15.pdf https://s205.q4cdn.com/626266368/files/doc_presentations/2025/10/Salesforce-Investor-Day-2025-10-15.pdf"  
[X Link](https://x.com/MarceloPLima/status/1978883302854422709)  2025-10-16T17:58Z 25.5K followers, [---] engagements


"@ecommerceshares Extreme fear of a bubble"  
[X Link](https://x.com/MarceloPLima/status/1979016914891346090)  2025-10-17T02:49Z 25.5K followers, [---] engagements


"@scotsrule08 @Tesla_AI Don't worry it's on its way"  
[X Link](https://x.com/MarceloPLima/status/1979017935638131113)  2025-10-17T02:53Z 25.5K followers, [---] engagements


"@Tesla_AI has a SOTA model in 14.1.2 thats proven as safe as 13.2.9. Whats the reluctance to send it out wide"  
[X Link](https://x.com/MarceloPLima/status/1979152722461933713)  2025-10-17T11:49Z 25.5K followers, [---] engagements


"Really smart people spend money to try to elect really dumb people with failed policy ideas"  
[X Link](https://x.com/MarceloPLima/status/1979169743731896633)  2025-10-17T12:56Z 25.5K followers, [---] engagements


"@Babygravy9 And never any zero based budgeting. NYCs budget is huge and filled with waste"  
[X Link](https://x.com/MarceloPLima/status/1979189719045959807)  2025-10-17T14:16Z 25.5K followers, [---] engagements


"Interesting comment by @pmarca since deleted on $VRX. cc @John_Hempton"  
[X Link](https://x.com/MarceloPLima/status/807356532350472192)  2016-12-09T22:49Z 22.5K followers, [--] engagements


"Great episode where @pmarca connects Christensen's disruption theory and Grove's management commitments https://itunes.apple.com/us/podcast/a16z/id842818711mt=2&i=1000391757530 https://itunes.apple.com/us/podcast/a16z/id842818711mt=2&i=1000391757530"  
[X Link](https://x.com/MarceloPLima/status/909029975856177152)  2017-09-16T12:23Z 22.5K followers, [--] engagements


"Fun episode on self-driving cars by @a16z. Expect new BLS category remote car operator soon https://itunes.apple.com/us/podcast/a16z/id842818711mt=2&i=1000401177398 https://itunes.apple.com/us/podcast/a16z/id842818711mt=2&i=1000401177398"  
[X Link](https://x.com/MarceloPLima/status/959470953188208640)  2018-02-02T16:57Z 22.5K followers, [--] engagements


"Here are @benthompson's opening remarks with a good overview of the dominant tech companies https://www.youtube.com/watchv=KE2w4lO9jSs https://www.youtube.com/watchv=KE2w4lO9jSs"  
[X Link](https://x.com/MarceloPLima/status/988395926715863040)  2018-04-23T12:35Z 25.2K followers, [--] engagements


"Using data for [----] I see total ecommerce at 547bn and Amazon's US sales at 106bn so 19.4% of ecommerce (and 2.6% of all retail ex gas and motor vehicles) http://census.gov http://census.gov"  
[X Link](https://x.com/MarceloPLima/status/988408995898712065)  2018-04-23T13:27Z 25.2K followers, [--] engagements

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