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# ![@dee_bosa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::272317020.png) @dee_bosa Deirdre Bosa

Deirdre Bosa posts on X about ai, china, $googl, $uber the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::272317020/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::272317020/c:line/m:interactions.svg)

- [--] Week [-------] +31%
- [--] Month [---------] -44%
- [--] Months [---------] +433%
- [--] Year [---------] +180%

### Mentions: [--] [#](/creator/twitter::272317020/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::272317020/c:line/m:posts_active.svg)

- [--] Week [--] +33%
- [--] Month [--] +377%
- [--] Months [--] +84%
- [--] Year [---] +88%

### Followers: [------] [#](/creator/twitter::272317020/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::272317020/c:line/m:followers.svg)

- [--] Week [------] +1.70%
- [--] Month [------] +4.80%
- [--] Months [------] +6.50%
- [--] Year [------] +9.90%

### CreatorRank: [-------] [#](/creator/twitter::272317020/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::272317020/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  #3772 [finance](/list/finance)  #6533 [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [celebrities](/list/celebrities) 

**Social topic influence**
[ai](/topic/ai), [china](/topic/china), [$googl](/topic/$googl), [$uber](/topic/$uber), [ipo](/topic/ipo), [software](/topic/software) #1119, [open ai](/topic/open-ai), [databricks](/topic/databricks) #19, [lyft](/topic/lyft), [stocks](/topic/stocks)

**Top accounts mentioned or mentioned by**
[@alighodsi](/creator/undefined) [@deebosa](/creator/undefined) [@jaswu](/creator/undefined) [@cnbctechcheck](/creator/undefined) [@rauchg](/creator/undefined) [@cnbc](/creator/undefined) [@bgurley](/creator/undefined) [@anshublog](/creator/undefined) [@ltbatch](/creator/undefined) [@aravsrinivas](/creator/undefined) [@sarbjeetjohal](/creator/undefined) [@vercel](/creator/undefined) [@dkhos](/creator/undefined) [@danieltniles](/creator/undefined) [@openai](/creator/undefined) [@cerebras](/creator/undefined) [@openmercato](/creator/undefined) [@microberto](/creator/undefined) [@freeopi86613978](/creator/undefined) [@jrichlive](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/microsoft) [IBM (IBM)](/topic/ibm) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Tesla, Inc. (TSLA)](/topic/tesla) [DeepSeek (DEEPSEEK)](/topic/deepseek) [Morgan Stanley (MS)](/topic/morgan-stanley) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Maplebear Inc. (CART)](/topic/$cart) [QuantumCore (QBS)](/topic/quantum) [Dropbox, Inc. (DBX)](/topic/$dbx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"its official: Uber has joined the S&P500 banner year: regulatory wins GAAP profits trading above IPO price $100b market cap.S&P inclusion is cherry on top @dkhos tells me: Were not letting up and are determined to keep building on our momentum"  
[X Link](https://x.com/dee_bosa/status/1730715539407032501)  2023-12-01T22:28Z 66.8K followers, 290.1K engagements


"Replit CEO @amasad says they cut headcount by nearly half. while revenue grew 10x. "AI isnt replacing engineers. Its supercharging them.""  
[X Link](https://x.com/anyuser/status/1930980843268559251)  2025-06-06T13:31Z 66.8K followers, 282.2K engagements


"RIGHT NOW ON DEIRDRE BOSA LIVE. - AI bubble or baseline @DanielTNiles on the AI trade - OpenEvidence CEO Daniel Nadler on building the Google for Healthcare @EvidenceOpen - @Vercel CEO @rauchg on on Grok [--] open source and whos really winning the AI talent war STREAM HERE: https://www.youtube.com/watchv=6kj4VvsQwlA https://www.youtube.com/watchv=6kj4VvsQwlA"  
[X Link](https://x.com/dee_bosa/status/1945922120560652321)  2025-07-17T19:02Z 66.8K followers, 50.1K engagements


"officially Claude-pilled inspired by @TheStalwarts Havelock app (which I love) i used claude cowork to build an evade-o-meter to scan earnings calls for spin. Zuckerberg topped the list for mag [--] last quarter w an evasive score nearly 3x that of Microsoft. [---] hedge words vs [--] (h/t Drew Troast) https://twitter.com/i/web/status/2011517576275247384 https://twitter.com/i/web/status/2011517576275247384"  
[X Link](https://x.com/dee_bosa/status/2011517576275247384)  2026-01-14T19:15Z 66.8K followers, 195.3K engagements


"🚨 DEEPSEEK WAS THE WAKE-UP CALL. CHINESE HARDWARE IS THE FOLLOW-THROUGH. our latest deep dive on China's next AI breakthrough"  
[X Link](https://x.com/dee_bosa/status/2016565482392826059)  2026-01-28T17:34Z 66.8K followers, 14.4K engagements


"to be clear. me being able to vibecode a personal tool is not going to disrupt the software trade. but someone who DOES know what they're doing very well might"  
[X Link](https://x.com/dee_bosa/status/2019089399640711379)  2026-02-04T16:43Z 66.8K followers, 37.2K engagements


"Meta is now putting [--] cents of every revenue dollar back into AI infrastructure. double Amazon's ratio. Yet market is rewarding Meta. meanwhile software stocks selling off because AI works too well. The AI trade is broken. updated capex-to-revenue numbers for the megacaps care of @jaswu_ https://twitter.com/i/web/status/2019818880156520542 https://twitter.com/i/web/status/2019818880156520542"  
[X Link](https://x.com/anyuser/status/2019818880156520542)  2026-02-06T17:02Z 66.8K followers, 11.4K engagements


"we may be about to get the answer. OAI Anthropic are preparing for IPOs. When they file they open the book and the market won't have to guess whether AI makes sense"  
[X Link](https://x.com/anyuser/status/2019818882849190038)  2026-02-06T17:02Z 66.8K followers, [----] engagements


"https://www.youtube.com/watchv=dY8a_1i9twU https://www.youtube.com/watchv=dY8a_1i9twU"  
[X Link](https://x.com/dee_bosa/status/2020912050281607300)  2026-02-09T17:25Z 66.8K followers, 12.3K engagements


"first OAI model running entirely off Nvidia chips. Not their most powerful model but flagship is the prestige play. workhorse model is the revenue play Nvidia can keep winning the former but it's ceding ground in the volume game Just one month after announcing our partnership with @OpenAI were launching our first model together: OpenAI Codex-Spark powered by @cerebras. Codex-Spark is built for real-time software development. In coding responsiveness is the product. It is not a nice to have. https://t.co/xISqqAdRFW Just one month after announcing our partnership with @OpenAI were launching our"  
[X Link](https://x.com/anyuser/status/2022359940233597373)  2026-02-13T17:19Z 66.8K followers, 16.9K engagements


"A few mind-blowing things about this - Shopify's market cap has surpassed $100b (CAD) - now bigger than all Canadian banks but [--] - a *tech* company is Canada's 2nd largest company"  
[X Link](https://x.com/dee_bosa/status/1253003704522797058)  2020-04-22T16:52Z 66.8K followers, [--] engagements


"San Franciscos once premier shopping center (Westfield mall) the Sunday before Christmas"  
[X Link](https://x.com/dee_bosa/status/2002826305491157188)  2025-12-21T19:39Z 66.8K followers, 3.8M engagements


"ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar & gmail and surfaced a kids bday that was not anywhere on my radar and I need to get a gift for. Can imagine next step being: order gift and have it delivered by Sunday. [----] is WILD. https://twitter.com/i/web/status/2019088517071335880 https://twitter.com/i/web/status/2019088517071335880"  
[X Link](https://x.com/dee_bosa/status/2019088517071335880)  2026-02-04T16:39Z 66.8K followers, 473.2K engagements


"JPM is right. cowork isn't replacing all enterprise software. But thats not the point. AI coding isn't coming for the database or the compliance layer. its coming for the $50/seat UI that's just a fancy way to view and edit data. Software isn't dying but the interaction layer *is getting commoditized. important to sort between the two. $crwd $panw prolly safe. $mndy $hubs $team $adbe less so "It feels like an illogical leap to extrapolate from Claude Cowork Plugins to this expectation that every company will hereby write and maintain a bespoke product to replace every layer of"  
[X Link](https://x.com/dee_bosa/status/2019463543163064456)  2026-02-05T17:30Z 66.8K followers, 173.6K engagements


"Melius note this AM: AI is eating these guys too "Satya Lost the AI Narrative - Downgrade Microsoft to Hold" Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C"  
[X Link](https://x.com/anyuser/status/2020910164463776190)  2026-02-09T17:18Z 66.8K followers, 40K engagements


"Databricks is showing us what the AI economy looks like under the hood. and its BOOMING. 80% of databases on their platform are being built by AI agents. Which means AI is building more enterprise software than humans are. We talk to @alighodsi today. Link to livestream below. I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown"  
[X Link](https://x.com/anyuser/status/2020912048381538578)  2026-02-09T17:25Z 66.8K followers, 203.1K engagements


"The era of lazy software investing is over. @alighodsi says AI is forcing a complete rerating of the software sector. and the ones who can't innovate won't survive it"  
[X Link](https://x.com/anyuser/status/2020986428335984822)  2026-02-09T22:21Z 66.8K followers, 40.7K engagements


"Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one"  
[X Link](https://x.com/anyuser/status/2021005931681574938)  2026-02-09T23:38Z 66.8K followers, 59K engagements


"the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice an entire sector https://twitter.com/i/web/status/2021285446236401730 https://twitter.com/i/web/status/2021285446236401730"  
[X Link](https://x.com/anyuser/status/2021285446236401730)  2026-02-10T18:09Z 66.8K followers, 310.4K engagements


"Will-Smith-eating-spaghetti is the cultural AI benchmark of our time just as important: a Chinese model now has the best version (Seedance owned by ByteDance) Ok here you are: "Will smith eating spaghetti" by Seedance [---] https://t.co/ZOo3e9HFRI Ok here you are: "Will smith eating spaghetti" by Seedance [---] https://t.co/ZOo3e9HFRI"  
[X Link](https://x.com/anyuser/status/2021662206547710261)  2026-02-11T19:06Z 66.8K followers, 22.1K engagements


"Freight forwarding is an industry that still largely runs on faxes phone calls PDFs emailed back and forth. ie. it hasn't fundamentally changed in decades. It may not be obvious but its the kind of thing AI eats first (tons of coordination low digitization high friction) Still looking for a real example of complex mission-critical enterprise software built with AI Here you go. In [--] weeks a working Freight Management System for air & ocean forwarders built on @OpenMercato . Built in weeks not years 7% of traditional cost AI agents at https://t.co/oHZIjXCz3A Still looking for a real example of"  
[X Link](https://x.com/anyuser/status/2022006250742198486)  2026-02-12T17:53Z 66.8K followers, 36.6K engagements


"this is a wild chart. [--] years of near-perfect correlation between the NDX and software (IGV).now the widest divergence on record"  
[X Link](https://x.com/anyuser/status/2022398546893554046)  2026-02-13T19:52Z 66.8K followers, 458K engagements


"brave of him to go on tv and admit that #LoveIsBlind"  
[X Link](https://x.com/anyuser/status/2022820687556358162)  2026-02-14T23:50Z 66.8K followers, 16.5K engagements


"Under the hood of the AI economy with Databricks CEO Ali Ghodsi Of the databases on Databricks' platform 80% are now being built by AI agents not people. And these aren't all tech companies"  
[X Link](https://www.cnbc.com/2026/02/09/under-the-hood-of-the-ai-economy-with-databricks-ceo-ali-ghodsi.html)  2026-02-09T19:54Z 181.8K followers, 11.4K engagements


"Robinhood's IPO dilemma: price the deal at a high point & raise max capital. but risk generating a fizzle for customers buying into offering the IPO "pop" in [----] πŸ‘€ cc @bgurley https://www.wsj.com/articles/robinhood-walks-ipo-pricing-tightrope-11627470293 https://www.wsj.com/articles/robinhood-walks-ipo-pricing-tightrope-11627470293"  
[X Link](https://x.com/dee_bosa/status/1420349024310284289)  2021-07-28T11:42Z 66.8K followers, [--] engagements


"on wednesdays we wear pink @JBoorstin"  
[X Link](https://x.com/anyuser/status/1420407992571281409)  2021-07-28T15:37Z 66.8K followers, [---] engagements


"🚨NEW (from a source) tonight Uber CEO @dkos sent an email to employees about shifting landscape titled "the next (best) chapter" some key pts: - mkt is experiencing a seismic shift we need to react accordingly - Goalposts have changed- all about FCF 1/x"  
[X Link](https://x.com/dee_bosa/status/1523493153218568192)  2022-05-09T02:40Z 66.8K followers, [----] engagements


"have been a big fan of Lauren's at CNBC and quoted her work many times on air wherever she goes next will benefit from her great journalism After [--] years at CNBC today is my last day. I recently learned my role was impacted by cuts at the company. While Im sad to be leaving an amazing group of colleagues Im also excited to pursue new opportunities. Not sure what's next but open to leads and freelancing advice After [--] years at CNBC today is my last day. I recently learned my role was impacted by cuts at the company. While Im sad to be leaving an amazing group of colleagues Im also excited to"  
[X Link](https://x.com/dee_bosa/status/1725582313432719691)  2023-11-17T18:30Z 66.2K followers, 15.4K engagements


"Perplexity did it first BREAKING: Google stock $GOOGL falls on reports that OpenAI is planning to launch its own web browser. https://t.co/DZoLmyLCwc BREAKING: Google stock $GOOGL falls on reports that OpenAI is planning to launch its own web browser. https://t.co/DZoLmyLCwc"  
[X Link](https://x.com/dee_bosa/status/1943011114121597152)  2025-07-09T18:15Z 66.3K followers, 67.8K engagements


"i'm just the messenger"  
[X Link](https://x.com/dee_bosa/status/1988651611430981924)  2025-11-12T16:54Z 64.7K followers, 202.7K engagements


"this is posturing "we're behind" is code for: don't cut us off from Nvidia the audience is Beijing One year ago amid the false and misleading DeepSeek media panic I pounded the table including on CNBC that the U.S. would expand its leadership over China based on advancing reasoning models and access to the improving compute cluster infrastructure. Chinas top technology https://t.co/vfCbNZLX1s One year ago amid the false and misleading DeepSeek media panic I pounded the table including on CNBC that the U.S. would expand its leadership over China based on advancing reasoning models and access"  
[X Link](https://x.com/dee_bosa/status/2010811951677325465)  2026-01-12T20:31Z 65.7K followers, [----] engagements


"Claude in Excel is breaking down gated analysis. Built this with just a few prompts and Factset data: base/bull/bear cases on $GOOGL search revenue vs AI infra costs would normally have to wait for this kind of analysis in a Wall St note Earnings season is going to be πŸ”₯"  
[X Link](https://x.com/dee_bosa/status/2015204706813911207)  2026-01-24T23:26Z 65.7K followers, 372.4K engagements


"last few weeks in AI has been truly amazing as a reporter *and a user *and a mom from watching my kids vibecode working apps on Replit to unlocking high-level (to me) Excel workflows w Claude to seeing Chinese models like Zhipus GLM [---] bridge the gap feels bigger & more immediate than initial chatGPT moment bc its not just chatting its building (pictured: [--] yo's geometry dash seahawks edition) https://twitter.com/i/web/status/2015509689383948619 https://twitter.com/i/web/status/2015509689383948619"  
[X Link](https://x.com/dee_bosa/status/2015509689383948619)  2026-01-25T19:38Z 64.7K followers, 13.6K engagements


"A Chinese AI model is having a real coding moment. and not just in China. Zhipu says its coding agent users are concentrated in the *US and China. @tuhinone CEO of @basetenco joins me on the back of his latest fundraise to discuss whats hype and whats real https://www.youtube.com/watchv=lDcq2_Kcc5Q https://www.youtube.com/watchv=lDcq2_Kcc5Q"  
[X Link](https://x.com/dee_bosa/status/2015866285067010169)  2026-01-26T19:15Z 64.6K followers, 12.4K engagements


"kids went from asking for more video game time to asking for more compute credits to make their own"  
[X Link](https://x.com/dee_bosa/status/2016195720747925780)  2026-01-27T17:04Z 64.7K followers, [----] engagements


"Wild how fast this flipped just a few years ago it was all about big tech monopolies how do the little guys survive Now the upstarts are moving first and forcing the incumbents to catch up Agent Mode is now live in Excel. Huge moment for all of us who are "proficient in Excel" Agent Mode is now live in Excel. Huge moment for all of us who are "proficient in Excel""  
[X Link](https://x.com/dee_bosa/status/2016346727041892853)  2026-01-28T03:04Z 64.7K followers, 65.9K engagements


"🚨 DEEPSEEK WAS THE WAKE-UP CALL. CHINESE HARDWARE IS THE FOLLOW-THROUGH. our latest deep dive on China's next AI breakthrough. Link below"  
[X Link](https://x.com/anyuser/status/2016571630114177065)  2026-01-28T17:58Z 66.8K followers, 24.1K engagements


""When Deepseek models came out and Kimi models and others those are the predominant models in the world. so I think there absolutely is an appetite for the cheaper you know sort of Prius level model versus versus the Ferrari out there" -@NaveenGRao"  
[X Link](https://x.com/dee_bosa/status/2016682329456930991)  2026-01-29T01:18Z 64.7K followers, 22.7K engagements


"full deep dive on China's hardware offense: https://www.youtube.com/watchv=k_bHtx_e-SU https://www.youtube.com/watchv=k_bHtx_e-SU"  
[X Link](https://x.com/dee_bosa/status/2016682331679994244)  2026-01-29T01:18Z 64.7K followers, [----] engagements


"Anthropic continues to beat the incumbents at their own game on the left -a Google drive folder that Claude organized renaming every doc to fit the content (can be a few topics vs just 1) on the right -Gemini's attempt"  
[X Link](https://x.com/dee_bosa/status/2017303113632260128)  2026-01-30T18:25Z 64.7K followers, 19.5K engagements


"A social network for AI agents. truly a time to be alive. (to be clear this this isnt humans posting about AI. its AI agents posting responding and upvoting each other)"  
[X Link](https://x.com/dee_bosa/status/2017314684962029747)  2026-01-30T19:11Z 65.7K followers, 20.7K engagements


"@MicroBerto you could probably do it yourself"  
[X Link](https://x.com/dee_bosa/status/2019115043925946415)  2026-02-04T18:25Z 66.5K followers, 12.3K engagements


"Big tech the new utilities a more than 4-fold increase in capex since [----] from Microsoft Meta Amazon Google to build out the intelligence grid Sounds great until you remember utilities trade at about half the multiple of tech. And unlike the cloud buildout theyre spending ahead of demand this time not chasing it. https://twitter.com/i/web/status/2019443986528674266 https://twitter.com/i/web/status/2019443986528674266"  
[X Link](https://x.com/dee_bosa/status/2019443986528674266)  2026-02-05T16:12Z 66.8K followers, 22.8K engagements


"OpenClaw Kimi is currently the #1 on LLM Leaderboard (via OpenRouter) This marks our first time topping the all-time usage charts a huge milestone for the team. A massive thank you to every developer and user who made this possible. 🫑 https://t.co/BHTH5gl6Ly Kimi is currently the #1 on LLM Leaderboard (via OpenRouter) This marks our first time topping the all-time usage charts a huge milestone for the team. A massive thank you to every developer and user who made this possible. 🫑 https://t.co/BHTH5gl6Ly"  
[X Link](https://x.com/dee_bosa/status/2019457394904822126)  2026-02-05T17:05Z 65.7K followers, [----] engagements


"@anshublog Why would it be OAI/anthropic looking for this revenue and not a small business owner using those tools to build something that reduces their own costs or another middleman that can build something just as good or almost as good for cheaper"  
[X Link](https://x.com/dee_bosa/status/2019467926554677580)  2026-02-05T17:47Z 65.7K followers, [----] engagements


"@FreeOpi86613978 nope no invested interest and the policy holds. just a curious bystander"  
[X Link](https://x.com/dee_bosa/status/2019472670329278928)  2026-02-05T18:06Z 65.7K followers, [----] engagements


"Great breakdown from @rauchg on who's actually winning the AI model race right now. The AI coding era is changing everything baseline: obviously Anthropic image & video: Google nano banana & veo hard research tasks: GPT5 pro what will this be next week (esp as Chinese labs get ready for their lunar new year releases πŸ‘€)"  
[X Link](https://x.com/anyuser/status/2020896960127918412)  2026-02-09T16:25Z 66.8K followers, [----] engagements


"#HK stocks to watch today: Chinese car maker Geely (0175.HK) handbag maker Coach (6388.HK) and Macau casinos"  
[X Link](https://x.com/dee_bosa/status/302224755921149952)  2013-02-15T01:16Z 65.7K followers, [--] engagements


"Only spot of green in Asian equities today is $ssec. Chatter of easing monetary policy. Really http://t.co/syP3v081IV"  
[X Link](https://x.com/dee_bosa/status/440312864625000448)  2014-03-03T02:29Z 65.7K followers, [--] engagements


"AI anxiety on the rise: Startup founders react to bubble fears Short sellers like Michael Burry and Jim Chanos are circling warning that the AI buildout isnt a one-time investment but a recurring cost wave"  
[X Link](https://www.cnbc.com/2025/11/15/ai-anxiety-on-the-rise-startup-founders-react-to-bubble-fears.html)  2025-11-16T05:11Z 228.6M followers, [---] engagements


"Airbnb expands hotel listings announces loyalty program Airbnb announced a program Thursday that will expand it further beyond shared accommodations into something like a full-fledged travel company"  
[X Link](https://www.cnbc.com/2018/02/22/airbnb-expands-hotel-listings-announces-loyalty-program.html)  2018-05-09T14:00Z 228.6M followers, 204.1K engagements


"Airbnb adds Google's 'AI ambassador' to its board of directors Airbnb is adding James Manyika Google's "AI ambassador" to its board of directors"  
[X Link](https://www.cnbc.com/2023/09/11/airbnb-adds-googles-ai-ambassador-to-its-board-of-directors.html)  2023-09-14T06:52Z 181.9K followers, 35.4K engagements


"Airbnb to buy HotelTonight Airbnb is acquiring hotel booking site HotelTonight as it builds an expansion narrative ahead of an eventual IPO"  
[X Link](https://www.cnbc.com/2019/03/07/airbnb-to-buy-hoteltonight.html)  2019-03-07T18:23Z 228.6M followers, [---] engagements


"Greg Greeley former Amazon Prime VP moves to Airbnb Homes Greg Greeley the former VP of Amazon Prime and delivery experience is joining Airbnb as its President of Homes"  
[X Link](https://www.cnbc.com/2018/03/06/greg-greeley-former-amazon-prime-vp-moves-to-airbnb-homes.html)  2018-03-06T21:24Z 181.6K followers, [--] engagements


"Instacart's valuation doubles to $39 billion Instacart is now the second most-valuable private tech company in the U.S. behind Elon Musk's SpaceX which is worth $74 billion according to Pitchbook"  
[X Link](https://www.cnbc.com/2021/03/02/instacarts-valuation-doubles-to-39-billion.html)  2021-03-03T00:31Z 181.8K followers, [----] engagements


"Instacart's valuation has more than doubled in [----] to $17.7 billion Instacart is now one of the most valuable private companies"  
[X Link](https://www.cnbc.com/2020/10/08/instacarts-valuation-has-more-than-doubled-in-2020-to-17point7-billion.html)  2020-10-08T14:25Z 181.2K followers, [--] engagements


"news you can use cc @ltbatch @sallyshin @stevekovach .@coreymintz eats the entire Tim Hortons menu. Find out what he likes what he hates and what he'd order again. https://t.co/G1NxPQLS60 .@coreymintz eats the entire Tim Hortons menu. Find out what he likes what he hates and what he'd order again. https://t.co/G1NxPQLS60"  
[X Link](https://x.com/dee_bosa/status/1181218398836912129)  2019-10-07T14:43Z 63.7K followers, [--] engagements


"@MsABalakrishnan @ltbatch @sallyshin @stevekovach please share"  
[X Link](https://x.com/dee_bosa/status/1181252019819909120)  2019-10-07T16:56Z 63.7K followers, [--] engagements


"Reminder: not everything is shitty this year"  
[X Link](https://x.com/dee_bosa/status/1260767329828257792)  2020-05-14T03:02Z 64.6K followers, [---] engagements


"After chasing unicorns for the last few years Masa Son jumps on the big tech bandwagon (so far it's working out better) Softbank stock holdings as of June [--] [----]. via @barronsonline"  
[X Link](https://x.com/dee_bosa/status/1295733695773577216)  2020-08-18T14:46Z 63.7K followers, [--] engagements


"@TDAJJKinahan @SquawkStreet @TDAmeritrade @carlquintanilla @jonfortt Great insights as always. Thanks for coming on"  
[X Link](https://x.com/dee_bosa/status/1299373559425511425)  2020-08-28T15:49Z 62.5K followers, [--] engagements


"$ZM shares now up 18% in after hours trade . giving it a market cap of nearly $92b. It IPO-ed a year ago. at a $9.2b valuation Zoom 🀯🀯🀯 Q2 revenue up 355% y/y EPS of [--] cents is double Wall Streets expectation Q3 and FY guidance also blowing expectations out of the water $ZM shares up 5% in after hours +377% YTD Zoom 🀯🀯🀯 Q2 revenue up 355% y/y EPS of [--] cents is double Wall Streets expectation Q3 and FY guidance also blowing expectations out of the water $ZM shares up 5% in after hours +377% YTD"  
[X Link](https://x.com/dee_bosa/status/1300546754312626177)  2020-08-31T21:31Z 63.8K followers, [--] engagements


"here we go. bear with us. settling some tech difficulties and kicking off a #Tether convo in moments with @paoloardoino and @bitcoinlawyer $USDT https://www.youtube.com/watchv=ZBEqyiO35cQ https://www.youtube.com/watchv=ZBEqyiO35cQ"  
[X Link](https://x.com/dee_bosa/status/1417885795952828419)  2021-07-21T16:34Z 63.7K followers, [--] engagements


"ooo for a little bit (if youre wondering about the lower third some of our @CNBCTechCheck producers play my [--] yr old in mario kart on occasion πŸ˜‚)"  
[X Link](https://x.com/dee_bosa/status/1435336088424386561)  2021-09-07T20:16Z 62.5K followers, [---] engagements


"another ridesharing company goes public for investors to sell Grab down 18% in first day of trade. $10 spac listing price Uber below IPO price Lyft below IPO price Didi"  
[X Link](https://x.com/dee_bosa/status/1466466231322656780)  2021-12-02T17:56Z 64.6K followers, [---] engagements


"When you host an early morning show from the west coast on an east coast time zone with kids You throw in the towel and get a good coffee maker People who host early morning shows and people with kids are frustrated and surprised at how late coffee shops open. People who host early morning shows and people with kids are frustrated and surprised at how late coffee shops open"  
[X Link](https://x.com/dee_bosa/status/1476638912554561549)  2021-12-30T19:38Z 64.6K followers, [--] engagements


"techcheck producers getting meta (not $meta) w our memes today"  
[X Link](https://x.com/dee_bosa/status/1488916611616546816)  2022-02-02T16:45Z 63.5K followers, [--] engagements


"oof. lyft shares plunging on light guidance. shares now -15% in extended trade. company will have to keep spending on driver incentives into Q2. q now is will Uber have to do the same"  
[X Link](https://x.com/dee_bosa/status/1521594344414846977)  2022-05-03T20:55Z 63.7K followers, [--] engagements


"lyft's earnings call is one of the most painful calls i've ever listened to analyst after analyst keeps asking them to quantify how much they're spending on driver incentives lyft keeps avoiding. meanwhile the company has lost a quarter of its value in after hrs"  
[X Link](https://x.com/dee_bosa/status/1521599611697340416)  2022-05-03T21:16Z 63.7K followers, [---] engagements


"why is the FTC looking into megacaps AI deals watch this BREAKING: The FTC is launching a market inquiry into AI deals calling out $MSFT $GOOGL $AMZN OpenAI and Anthropic. We took a deep dive into those billion dollar deals and how megacaps could be using their cash hoards to bankroll themselves. https://t.co/JbwcMJqOAi BREAKING: The FTC is launching a market inquiry into AI deals calling out $MSFT $GOOGL $AMZN OpenAI and Anthropic. We took a deep dive into those billion dollar deals and how megacaps could be using their cash hoards to bankroll themselves. https://t.co/JbwcMJqOAi"  
[X Link](https://x.com/dee_bosa/status/1750574918465655201)  2024-01-25T17:42Z 62.8K followers, [----] engagements


"DeepSeek has changed everything we thought we knew about LLMs and the AI race between the US and China. A preview of our @CNBCTechCheck deep dive on the mysterious AI lab with insights from @AravSrinivas & @chetanp Link to full piece below"  
[X Link](https://x.com/dee_bosa/status/1882841041126179083)  2025-01-24T17:21Z 60.8K followers, 138.6K engagements


"DeepSeek the app vs DeepSeek the model"  
[X Link](https://x.com/dee_bosa/status/1887232265220194756)  2025-02-05T20:10Z 60.8K followers, 16.6K engagements


"Distillation has paved the way for China and others to compete at the cutting edge of AI faster and cheaper than ever before Deepseek woke up the world to its disruptive potential Our latest TechCheck Take deep dive on AI's distillation problem"  
[X Link](https://x.com/dee_bosa/status/1892991288091517350)  2025-02-21T17:34Z 60.8K followers, [----] engagements


"@GuyAdami Yes but. was hoping for a different outcome this year 😞"  
[X Link](https://x.com/dee_bosa/status/1935370372758782110)  2025-06-18T16:13Z 63.5K followers, [---] engagements


"US AI capex vs Chinese AI capex A 20-to-1 gap in capital spending for systems that are performing at roughly the same level πŸ‘€"  
[X Link](https://x.com/dee_bosa/status/1987941531907428380)  2025-11-10T17:52Z 62.6K followers, 15.3K engagements


"@BrynTalkington Agree FSD is impressive but Tesla miles have a human safety driver or monitor Waymo does not. Doesnt meant they cant both win just generally think Waymo is under appreciated"  
[X Link](https://x.com/dee_bosa/status/1988760489242083635)  2025-11-13T00:07Z 62.6K followers, [----] engagements


"@jrichlive or would their spending and losses further spook investors"  
[X Link](https://x.com/dee_bosa/status/1989369702221803976)  2025-11-14T16:27Z 62.6K followers, [---] engagements


"jensen earlier THIS YEAR at GTC (h/t @jaswu_ ): "in a reasoning model blackwell is 40x the performance of hopper. straight up. pretty amazing. someone asked why would i say that but i said before that when blackwell start shipping in volume you couldn't give hoppers away. . i'm the chief revenue destroyer. my sales guys are going oh no don't say that there are circumstances where hopper is fine (laughter) thats the best thing i can say about hopper. there are circumstances where you're fine. not many." The idea of a useful life for depreciation being longer because chips from more than 3-4"  
[X Link](https://x.com/dee_bosa/status/1991535901470494900)  2025-11-20T15:55Z 62.6K followers, [----] engagements


"Open source allows China to embed itself inside foreign AI stacks --Hydra Host cofounder @aginnt on one of the most underappreciated risks in the AI race Cheaper models Huawei hardware long-term influence (a Belt & Road strategy for compute) Full conversation: (starts at 26:30) https://www.youtube.com/watchv=xunyCMd0udM&t=42s https://www.youtube.com/watchv=xunyCMd0udM&t=42s"  
[X Link](https://x.com/dee_bosa/status/1992287420990255545)  2025-11-22T17:41Z 62.7K followers, [----] engagements


"Google AI is having a moment. Alibaba might be next"  
[X Link](https://x.com/dee_bosa/status/1992999027722297418)  2025-11-24T16:49Z 62.9K followers, 51.9K engagements


"Google universe vs OpenAI universe"  
[X Link](https://x.com/dee_bosa/status/1993380640784564505)  2025-11-25T18:05Z 63.5K followers, 141.5K engagements


"Exclusive: Google x Replit multiyear partnership https://www.cnbc.com/2025/12/04/google-replit-ai-vibe-coding-anthropic-cursor.html https://www.cnbc.com/2025/12/04/google-replit-ai-vibe-coding-anthropic-cursor.html"  
[X Link](https://x.com/dee_bosa/status/1996622114879836303)  2025-12-04T16:46Z 62.9K followers, 15.4K engagements


"Tiger Global launching new fund targeting between $2-$3 billion End of the "spray and pray" era. more double down on winners like OpenAI and Waymo with @jaswu_ https://www.cnbc.com/2025/12/08/tiger-global-new-fund-ai-valuations.html https://www.cnbc.com/2025/12/08/tiger-global-new-fund-ai-valuations.html"  
[X Link](https://x.com/dee_bosa/status/1998063856707666270)  2025-12-08T16:15Z 64.4K followers, 229.3K engagements


"πŸ‘€ in the Tiger letter to investors discloses that $GOOGL Waymo now delivering [---] thousand rides per week. nearly double what waymo last shared in April Tiger Global launching new fund targeting between $2-$3 billion End of the "spray and pray" era. more double down on winners like OpenAI and Waymo with @jaswu_ https://t.co/NtBRAeURvd Tiger Global launching new fund targeting between $2-$3 billion End of the "spray and pray" era. more double down on winners like OpenAI and Waymo with @jaswu_ https://t.co/NtBRAeURvd"  
[X Link](https://x.com/dee_bosa/status/1998064172811305070)  2025-12-08T16:16Z 62.9K followers, 226.8K engagements


"🚨 new Waymo numbers 14M rides served in [----] YTD; on track for 20M lifetime rides by year-end And scaling like crazy: 1M rides/month tripling YoY; target of 1M per week by end of [----]. https://waymo.com/blog/2025/12/2025-year-in-review https://waymo.com/blog/2025/12/2025-year-in-review"  
[X Link](https://x.com/dee_bosa/status/1998800743189660141)  2025-12-10T17:03Z 63.5K followers, 53.3K engagements


"buried the lead. this year also saw the first baby delivered in the back of a waymo 🚨 new Waymo numbers 14M rides served in [----] YTD; on track for 20M lifetime rides by year-end And scaling like crazy: 1M rides/month tripling YoY; target of 1M per week by end of [----]. https://t.co/U4ZP3BAG6w 🚨 new Waymo numbers 14M rides served in [----] YTD; on track for 20M lifetime rides by year-end And scaling like crazy: 1M rides/month tripling YoY; target of 1M per week by end of [----]. https://t.co/U4ZP3BAG6w"  
[X Link](https://x.com/dee_bosa/status/1998804259224334633)  2025-12-10T17:17Z 62.9K followers, 19.3K engagements


"@jpm25 did i create that impression. or did the fact that its an empty mall a few days before xmas do that"  
[X Link](https://x.com/dee_bosa/status/2003143445662319052)  2025-12-22T16:39Z 63.5K followers, 30.1K engagements


"Google wins on distribution Have you Googled anything over the last [--] months Congrats you're a Gemini user @dee_bosa joins Dan on Okay Computer. πŸ€– https://t.co/Faxvn4H3ny Have you Googled anything over the last [--] months Congrats you're a Gemini user @dee_bosa joins Dan on Okay Computer. πŸ€– https://t.co/Faxvn4H3ny"  
[X Link](https://x.com/dee_bosa/status/2009341300131398061)  2026-01-08T19:07Z 63.5K followers, 15K engagements


"and here's Market Bling. an app I built with Replit that I've dreamed of for the last 10+ years covering financial markets Full-screen notifications and confetti when Alphabet hits $4T or Nvidia gets dethroned. Plus a progress bar to next $1t milestone"  
[X Link](https://x.com/dee_bosa/status/2011849217753616787)  2026-01-15T17:13Z 63.7K followers, 21.7K engagements


"Shipped And for good measure i added a down function for when companies fall below a trillion dollar milestone try it out here https://market-bling--deebosa.replit.app/ and here's Market Bling. an app I built with Replit that I've dreamed of for the last 10+ years covering financial markets Full-screen notifications and confetti when Alphabet hits $4T or Nvidia gets dethroned. Plus a progress bar to next $1t milestone https://t.co/d4uKdCkBZf https://market-bling--deebosa.replit.app/ and here's Market Bling. an app I built with Replit that I've dreamed of for the last 10+ years covering"  
[X Link](https://x.com/dee_bosa/status/2011860153587384428)  2026-01-15T17:56Z 63.7K followers, 39.5K engagements


"we're in a ChatGPT-like inflection moment for AI and the catalyst is vibecoding that actually works. Livestreaming with @amasad in less than an hour at 12p PT/3p ET as Replit gets this into consumer hands and as Claude Code disrupts the software trade Tune in https://www.youtube.com/watchv=GOa3SfkQ0vE https://www.youtube.com/watchv=GOa3SfkQ0vE"  
[X Link](https://x.com/dee_bosa/status/2011880260107641239)  2026-01-15T19:16Z 63.7K followers, 32.5K engagements


"5 years from now are there more or less software companies in the public market Replit CEO @amjad: Probably less. those that embrace agents will survive those that don't will close down"  
[X Link](https://x.com/dee_bosa/status/2012175629735862541)  2026-01-16T14:50Z 63.8K followers, [----] engagements


"Should I ship the Evade-o-meter Needs work (proper weighting like CEO vs IR transcripts API correlation to stock price over time) but would use A CNBC reporter without any prior knowledge vibe-coded several apps without any problems and is shocked. AI is collapsing the cost of custom software. SaaS now means prompting the software. https://t.co/CU2AAMTYS8 A CNBC reporter without any prior knowledge vibe-coded several apps without any problems and is shocked. AI is collapsing the cost of custom software. SaaS now means prompting the software. https://t.co/CU2AAMTYS8"  
[X Link](https://x.com/dee_bosa/status/2012695399338037616)  2026-01-18T01:15Z 63.7K followers, 18.1K engagements


"πŸ‘€ @jaswu_ Both the reporter and her producer are building cool apps on Replit Both the reporter and her producer are building cool apps on Replit"  
[X Link](https://x.com/dee_bosa/status/2012716534179774882)  2026-01-18T02:39Z 63.7K followers, [----] engagements


"but. was it this was the dumbest stock market crash ever this was the dumbest stock market crash ever"  
[X Link](https://x.com/dee_bosa/status/2014026696010183053)  2026-01-21T17:25Z 63.7K followers, [----] engagements


""make a new tab called 'summary' showing only the high level takeaway. make they key numbers bigger and easy to understand for someone who doesn't work in excel all the time""  
[X Link](https://x.com/dee_bosa/status/2015208700013641909)  2026-01-24T23:42Z 64.6K followers, 13.5K engagements


"@bluepartyhat Do I have to give to give it full access to my computer"  
[X Link](https://x.com/dee_bosa/status/2015514269111164938)  2026-01-25T19:57Z 64.4K followers, [---] engagements


"#China Inc in focus today: $Vanke $Shimao $BYD CN Pacific Insurance CN Eastern"  
[X Link](https://x.com/dee_bosa/status/288429588860768257)  2013-01-07T23:39Z 62.5K followers, [--] engagements


"Goes both ways. $CAT falls prey to Chinese accounting China's $Sany having a tough go in the US. http://t.co/f3pAZWBG http://tinyurl.com/bercu3a http://tinyurl.com/bercu3a"  
[X Link](https://x.com/dee_bosa/status/296078146317467648)  2013-01-29T02:11Z 62.4K followers, [--] engagements


"Only one $HSI component trading higher right now in today's session. It's Power Assets Hldg (0006.HK) http://t.co/FAgFRZyAdo"  
[X Link](https://x.com/dee_bosa/status/319992817801887744)  2013-04-05T02:00Z 64.4K followers, [--] engagements


"China nihilists are the same people who told people to buy Chinese stocks for the last [--] years: Marc Faber. HA $ssec"  
[X Link](https://x.com/dee_bosa/status/443911044033810432)  2014-03-13T00:46Z 64.6K followers, [--] engagements


"Here we go.Softbank shares surging in Tokyo. Has 37% stake in Alibaba. that it bought in [----] for $20mn () http://t.co/JbJ851YvZ5"  
[X Link](https://x.com/dee_bosa/status/456222140149145600)  2014-04-16T00:06Z 63.8K followers, [--] engagements


"Oh heyyyy. #thisNEVERhappens #misspelledasusual"  
[X Link](https://x.com/dee_bosa/status/907659124615159808)  2017-09-12T17:36Z 62.5K followers, [--] engagements


"Oops πŸ€·πŸ»β™€ https://x.com/cnbc/status/955538620718436353 We accidentally stole a yogurt from Amazon's new grocery store but Amazon told us to keep it https://t.co/iloTbEyYUl https://x.com/cnbc/status/955538620718436353 We accidentally stole a yogurt from Amazon's new grocery store but Amazon told us to keep it https://t.co/iloTbEyYUl"  
[X Link](https://x.com/dee_bosa/status/955541779889074176)  2018-01-22T20:44Z 64.6K followers, [--] engagements


"Airbnb trolls President Trump ahead of the State of the Union Airbnb has been a prominent Trump critic and Tuesday ahead of the president's State of the Union it's making another very public political statement"  
[X Link](https://www.cnbc.com/2018/01/30/airbnb-trolls-president-trump-ahead-of-the-state-of-the-union.html)  2018-02-01T09:49Z 208.1M followers, [--] engagements


"IBM shareholders criticize Rometty salary As Big Blue struggles to stay relevant it just lost one of its biggest cheerleaders Warren Buffett and yet CEO Ginni Rometty's pay keeps rising"  
[X Link](https://www.cnbc.com/2017/05/05/ibm-shareholders-criticize-rometty-salary.html)  2017-05-06T02:03Z 62.7K followers, [--] engagements


"With Apple on board OpenAIs next act could be its toughest yet Over the next few months ChatGPT-creator OpenAI will face some of its biggest tests yet including a high-profile partnership with Apple"  
[X Link](https://www.cnbc.com/2024/09/14/with-apple-on-board-openais-next-act-could-be-its-toughest-yet.html)  2024-10-08T15:27Z 59K followers, [---] engagements


"Instacart discovers a bug that withheld tips and overcharged users Instacart discovered a bug that affected some users' ability to waive service fees and some shoppers' ability to receive tips"  
[X Link](https://www.cnbc.com/2018/02/23/instacart-discovers-a-bug-that-withheld-tips-and-overcharged-users.html)  2018-02-23T20:10Z 208.1M followers, [--] engagements


"Softbank: Uber investment 'by no means' decided "We are interested in Uber but the final deal will depend on the tender price and a minimum percentage shareholding for SoftBank.""  
[X Link](https://www.cnbc.com/2017/11/13/softbank-uber-investment-by-no-means-decided.html)  2017-11-13T21:03Z 208.1M followers, [--] engagements


"Airbnb freezes hiring and suspends marketing due to coronavirus Airbnb will institute a hiring freeze and suspend its marketing as the company braces adjusts to the impact of the coronavirus pandemic on its business"  
[X Link](https://www.cnbc.com/2020/03/27/airbnb-freezes-hiring-and-suspends-marketing-due-to-coronavirus.html)  2020-03-27T22:30Z 208.1M followers, [--] engagements


"Lyft to go global take on Uber outside the US The global anti-Uber alliance is launching a reverse takeover in a sense"  
[X Link](https://www.cnbc.com/2017/01/13/lyft-to-go-global-take-on-uber-outside-the-us.html)  2017-01-14T00:53Z 62.7K followers, [--] engagements


"Square launches a service to run restaurant operations and suddenly its Caviar acquisition makes sense Square says its launching Square for Restaurants a software platform for restaurant operations"  
[X Link](https://www.cnbc.com/2018/05/08/square-announces-restaurants-platform.html)  2018-05-08T15:34Z 208.1M followers, [----] engagements


"Uber has discussed a bid for travel booking company Expedia Uber has discussed a potential bid for the travel booking company Expedia CNBC confirmed"  
[X Link](https://www.cnbc.com/2024/10/17/uber-discussed-a-bid-for-travel-booking-company-expedia.html)  2024-10-17T15:37Z 228.6M followers, [----] engagements


"Airbnb raising another $1 billion in debt as coronavirus ravages tourism business A week after announcing a $1 billion financing round Airbnb raised another $1 billion in debt in an effort to pad its balance sheet"  
[X Link](https://www.cnbc.com/2020/04/14/airbnb-raises-another-1-billion-in-debt.html)  2020-04-15T13:26Z 58.9K followers, [---] engagements


"Uber rises after underwhelming Tesla robotaxi event CNBCs Deirdre Bosa joins Money Movers to report on the publics skepticism in the self-driving capabilities of robotaxis"  
[X Link](https://www.cnbc.com/video/2024/10/11/uber-rises-after-underwhelming-tesla-robotaxi-event.html)  2024-10-11T16:13Z 59K followers, [--] engagements


"Instacart and Whole Foods officially part ways and the CEO says hes ready Instacart co-founder and CEO Apoorva Mehta says the company is ready for the split and he is not looking at the IPO performance of other unicorns going public this year"  
[X Link](https://www.cnbc.com/2019/05/15/instacart-ceo-apoorva-mehta-were-ready-for-split-from-whole-foods.html)  2019-05-15T19:17Z 208.1M followers, [--] engagements


"Lyft is threatening litigation against Morgan Stanley accusing the firm of supporting short-selling In a letter sent to Morgan Stanley on April [--] Lyft questioned the firm about its role in helping market certain products that would help pre-IPO investors bet against the stock"  
[X Link](https://www.cnbc.com/2019/04/06/lyft-is-threatening-litigation-against-morgan-stanley-accusing-the-firm-of-supporting-short-selling.html)  2019-04-06T16:25Z 208.1M followers, [--] engagements


"Alibaba vs Amazon: The race to $500 billion Alibaba is within striking distance of surpassing Amazon as worlds biggest e-commerce company by market cap"  
[X Link](https://www.cnbc.com/2017/09/01/alibaba-vs-amazon-the-race-to-500-billion.html)  2017-09-01T22:46Z 58.9K followers, [--] engagements


"Robotaxis are here and the public is divided Waymo provides [------] paid rides per week in the U.S. cities where it operates and Tesla is unveiling its robotaxi this week. But will the public trust them"  
[X Link](https://www.cnbc.com/2024/10/07/robotaxis-are-here-but-the-public-is-reluctant-to-embrace-them-.html)  2024-10-07T13:48Z 59K followers, [---] engagements


"How OpenAI CEO Sam Altmans lobbying power tamed Washington OpenAI co-founder and CEO Sam Altman has emerged as one of the most powerful people shaping AI policy"  
[X Link](https://www.cnbc.com/2024/10/30/how-openai-ceo-sam-altmans-lobbying-power-tamed-washington.html)  2024-10-30T12:00Z 208.1M followers, 14.7K engagements


"The sneaky way Big Tech is acquiring AI unicorns without buying the companies Google Microsoft Amazon and others have been quietly poaching coveted talent from AI startups without actually acquiring the companies"  
[X Link](https://www.cnbc.com/2024/08/30/how-google-microsoft-and-amazon-are-raiding-ai-startups-for-talent.html)  2024-08-30T17:47Z 59K followers, [--] engagements


"Slack valued near $17 billion on secondary market ahead of public offering Slack investors are getting up to $28 a share to sell some of their holdings ahead of a public offering"  
[X Link](https://www.cnbc.com/2019/04/25/slack-valued-at-17-billion-on-secondary-market-ahead-of-public-debut.html)  2019-04-25T22:00Z 58.9K followers, [--] engagements


"Airbnb CEO: Cost cuts prepare company for another downturn Airbnb CEO Brian Chesky said the company has cut $1 billion in marketing"  
[X Link](https://www.cnbc.com/2020/06/22/airbnb-ceo-cost-cuts-prepare-company-for-another-downturn.html)  2020-06-22T16:58Z 208.1M followers, [---] engagements


"Amazon Go automated grocery store is poised to launch After nearly a year's delay Amazon Go is finally opening to the public on Monday morning"  
[X Link](https://www.cnbc.com/2018/01/21/amazon-go-automated-grocery-store-is-poised-to-launch.html)  2018-01-22T12:45Z 62.7K followers, [--] engagements


"Airbnb poised for comeback after brutal Covid-19 spring Airbnb saw a return to U.S. bookings growth in early June signaling a rebound for the sharing economy start-up as people start to venture out after the coronavirus lockdown"  
[X Link](https://www.cnbc.com/2020/06/16/airbnb-poised-for-comeback-after-brutal-covid-19-spring.html)  2020-06-18T18:23Z 208.1M followers, [--] engagements


"Airbnb makes big push into hotel space with Rockefeller Plaza hotel partnership Airbnb is partnering with RXR Realty to convert portions of New York City commercial properties into a "new category of urban lodging.""  
[X Link](https://www.cnbc.com/2019/04/28/airbnb-is-partnering-with-rxr-realty-to-convert-new-york-city-commercial-properties-into-a-new-category-of-urban-lodging.html)  2019-04-29T17:03Z 208.1M followers, [--] engagements


"Airbnb extends coronavirus cancellation window to May [--] due to coronavirus Airbnb announced it will allow guests to receive full refunds for any trips booked before March [--] as the company continues to struggle through the coronavirus' impact on the travel industry"  
[X Link](https://www.cnbc.com/2020/03/30/airbnb-extends-coronavirus-cancellation-window-to-may-31-due-to-coronavirus.html)  2020-03-30T22:02Z 208.1M followers, [--] engagements


"Airbnb to lay off nearly [----] people 25% of company Airbnb plans to lay off as many as [----] employees or about 25% of the company a source confirmed to CNBC on Tuesday"  
[X Link](https://www.cnbc.com/2020/05/05/airbnb-to-lay-off-nearly-1900-people-25percent-of-company.html)  2020-05-05T19:18Z 181.6K followers, [--] engagements


"Google IPO banker tracks two-decade journey from Silicon Valley upstart to $2 trillion Twenty years after its IPO Google is worth more than $2 trillion. Michael Grimes recalls the milestone occasion in 2004"  
[X Link](https://www.cnbc.com/2024/08/19/google-ipo-banker-tracks-two-decade-journey-from-silicon-valley-upstart-to-2-trillion-.html)  2024-08-19T18:41Z 59K followers, 18.4K engagements


"Walmart Sam's Club signs grocery delivery deal with Instacart Sam's Club a division of Walmart adds yet another major grocer to Instacart's arsenal as it prepares to compete against Amazon and Whole Foods"  
[X Link](https://www.cnbc.com/2018/02/26/walmart-sams-club-signs-grocery-delivery-deal-with-instacart.html)  2018-02-27T11:41Z 62.7K followers, [--] engagements


"Morgan Stanley banker sees [--] to [--] more tech IPOs in [----] and a better year in [----] Morgan Stanley which led the Reddit and Astera Labs IPOs expects [--] to [--] more tech offerings this year and a better year in 2025"  
[X Link](https://www.cnbc.com/2024/04/29/morgan-stanley-sees-10-to-15-more-tech-ipos-in-2024-better-2025.html)  2024-04-29T20:00Z 58.9K followers, [---] engagements


"Delivery company Gopuff acquires Liquor Barn continuing its retail expansion Gopuffs bet on expanding its physical footprint differentiates it from others in the delivery space"  
[X Link](https://www.cnbc.com/2021/06/21/delivery-company-gopuff-acquires-liquor-barn.html)  2021-06-21T18:56Z 58.9K followers, [--] engagements


"Lyft says it had best week for rides since pandemic lockdowns began Lyft now expects to manage its adjusted EBITDA loss in the first quarter to $135 million from the $145 million to $150 million it previously forecast"  
[X Link](https://www.cnbc.com/amp/2021/03/02/lyft-says-it-just-had-its-best-week-for-rides-since-pandemic-lockdowns-began.html)  2021-03-02T21:09Z 62.7K followers, [--] engagements


"Databricks announces $10 billion financing at $62 billion valuation The companys new valuation is up from $43 billion in 2023"  
[X Link](https://www.cnbc.com/2024/12/17/databricks-valued-at-62-billion-from-10-billion-financing.html)  2024-12-17T13:54Z 59K followers, 64.9K engagements


"Not to be a debbie downer but. UBS research shows there are very few IPO losers on day [--]. After [--] years about 60% of all IPOS had negative total returns and only a small percent had big positive returns. $ZM $PINS"  
[X Link](https://x.com/dee_bosa/status/1118900251694288896)  2019-04-18T15:33Z 59K followers, [--] engagements


"Eats is here $uber"  
[X Link](https://x.com/dee_bosa/status/1126832282243825664)  2019-05-10T12:52Z 59K followers, [--] engagements


"Dara Travis Kalanick Ryan Graves and Garrett Camp sat down for breakfast together. And ate McDonalds. From the $Uber IPO one pager"  
[X Link](https://x.com/dee_bosa/status/1126858525383299072)  2019-05-10T14:36Z 59K followers, [--] engagements


"Meanwhile. now that both $uber and $lyft are public their fortunes are tied together and theyre on the same team in a weird way. Lyft shares hitting all time low and falling below last private round valuation does not bode well for its larger competitor"  
[X Link](https://x.com/dee_bosa/status/1126869547133353985)  2019-05-10T15:20Z 58.9K followers, [--] engagements


"How many times was the word "profit" mentioned on $Uber's first earnings call Exactly zero. On $Lyft's Q1 call: [--] times"  
[X Link](https://x.com/dee_bosa/status/1134462934657060864)  2019-05-31T14:13Z 58.9K followers, [--] engagements


".@MorganStanley on digital wallet landscape: Paypal and Apple Pay are US digital wallet front runners. Square is the wild card. we expect @CashApp usage will largely remain confined to niche heavily promoted/subsidized transactions $pypl $aapl $sq"  
[X Link](https://x.com/dee_bosa/status/1149023870801862658)  2019-07-10T18:33Z 59K followers, [--] engagements


"Spoke to @mcuban tonight about everything from investment in Node tech regulation Libra (not a big fan) [----] election (not running) IPOs and @Drake's NBA playoff performance (he's a fan and hey sometimes coaches need a massage) Tune into @CNBC tomorrow for highlights"  
[X Link](https://x.com/dee_bosa/status/1149484011036635136)  2019-07-12T01:01Z 62.6K followers, [--] engagements


"Digging through the WeWork S1. Meanwhile. $UBER shares breaking below $36 for first time"  
[X Link](https://x.com/dee_bosa/status/1161635873705746432)  2019-08-14T13:49Z 58.9K followers, [--] engagements


"Slack shares falling below IPO/reference price of $26 a share. $work Another unicorn bites the dust. Joining $Uber and $Lyft in post-IPO slump"  
[X Link](https://x.com/dee_bosa/status/1169350915041546241)  2019-09-04T20:45Z 59K followers, [--] engagements


"Been a week for $Uber. Describes layoffs as "ruthlessly prioritizing" Suggests drivers are not core to its business On the other hand stock is up nearly 7% this week"  
[X Link](https://x.com/dee_bosa/status/1171904934985392128)  2019-09-11T21:54Z 59K followers, [--] engagements


"IPO darling Zoom $ZM plunges after Q3 earnings show decelerating revenue growth (& despite big *earnings* beat) Rev grew 86% y/y vs 96% y/y growth last quarter @ltbatch"  
[X Link](https://x.com/dee_bosa/status/1202700609884839936)  2019-12-05T21:25Z 59K followers, [--] engagements


"Caspar S-1 out. It says: "Welcome to the Sleep economy" Ticker $CSPR Let the [----] IPOs commence"  
[X Link](https://x.com/dee_bosa/status/1215705049487171585)  2020-01-10T18:40Z 59K followers, [--] engagements


"Buried on page [--] of Morgan Stanley IT note from last week: Ginni Rometty's age and CEO tenure suggest a CEO transition could be likely $IBM Nice catch by @jordannovet"  
[X Link](https://x.com/dee_bosa/status/1219721446160646144)  2020-01-21T20:40Z 59K followers, [--] engagements


"If Charlie Munger thinks EBITDA is "bullshit earnings" wonder what he thinks about *adjusted* EBITDA $UBER $LYFT https://www.marketwatch.com/story/wretched-excess-means-theres-lots-of-troubles-coming-warns-berkshire-hathaways-charlie-munger-2020-02-12 https://www.marketwatch.com/story/wretched-excess-means-theres-lots-of-troubles-coming-warns-berkshire-hathaways-charlie-munger-2020-02-12"  
[X Link](https://x.com/dee_bosa/status/1227967520448995328)  2020-02-13T14:47Z 59K followers, [--] engagements


"Dropbox shares surging and briefly popping above $21 its IPO price (nearly [--] years after going public) Beating on revenue EPS paid users in Q4 *BUT* guidance will be released on call. could make or break this surge"  
[X Link](https://x.com/dee_bosa/status/1230600837052813314)  2020-02-20T21:11Z 59K followers, [--] engagements


"Morgan Stanley: 2-day shipping may seem to slow before we know it Estimates 40% of units shipped by Amazon in the US in Q4 went through 1-day shipping. up from 0% in Q1. Heading to 50% by end of this year"  
[X Link](https://x.com/dee_bosa/status/1232347019215138817)  2020-02-25T16:49Z 59K followers, [--] engagements


"One company that did *not* mention coronavirus in its quarterly earnings Zoom- the hottest coronavirus trade of the year. Even with 10% drop on results $ZM shares up more than 60% YTD"  
[X Link](https://x.com/dee_bosa/status/1235317002606174208)  2020-03-04T21:31Z 58.9K followers, [--] engagements


"Email that Sequoia Capital just sent to founders and CEOs today: "we should brace ourselves for turbulence and have a prepared mindset for the scenarios that may play out." https://medium.com/sequoia-capital/coronavirus-the-black-swan-of-2020-7c72bdeb9753 https://medium.com/sequoia-capital/coronavirus-the-black-swan-of-2020-7c72bdeb9753"  
[X Link](https://x.com/dee_bosa/status/1235660859017318400)  2020-03-05T20:18Z 59K followers, [--] engagements


"The Softbank Vision Fund / Silicon Valley divide: Masa Son: invest in multiple competitors across multiple industries @sequoia: walk away from $21m investment information rights & board seat because there's a conflict of interest (Other company is Stripe)"  
[X Link](https://x.com/dee_bosa/status/1237103557817454593)  2020-03-09T19:50Z 59K followers, [--] engagements


"Third party data shows that American's spent 20% less on ridesharing week-over-week (via @edisontrends) $LYFT market cap now $5 billion $UBER at $26b"  
[X Link](https://x.com/dee_bosa/status/1240323063364947969)  2020-03-18T17:03Z 59K followers, [--] engagements


"China turned to the countrys biggest tech companies (Tencent Alibaba Ant Financial etc) to monitor and control coronavirus. We asked a few weeks ago: could the US gov't turn to our tech giants Group of Senate Democrats already raising privacy concerns"  
[X Link](https://x.com/dee_bosa/status/1240339555074662400)  2020-03-18T18:09Z 59K followers, [--] engagements


"Green shoots from Uber @dkhos on earnings call: we believe the US is off the bottom More:"  
[X Link](https://x.com/dee_bosa/status/1258498510757851136)  2020-05-07T20:46Z 59K followers, [--] engagements


"Zoom priced its IPO at $9.2 billion last year. Its market cap surpassed $50 billion today making it worth more than: - GM - Charles Schwab - Biogen - Dollar General - more than [--] HP Inc's - about [--] United Airlines $ZM reports after bell tomorrow"  
[X Link](https://x.com/dee_bosa/status/1267502683780513794)  2020-06-01T17:06Z 58.9K followers, [---] engagements


"Zoom delivers. Big beat on top and bottom lines. Customers w more than [--] employees up 354% y/y Highest paying customers approx up 90% y/y $ZM remains hottest WFM stock of the year (for now. earnings call starts in [--] hour)"  
[X Link](https://x.com/dee_bosa/status/1267915934964101122)  2020-06-02T20:28Z 58.9K followers, [--] engagements


"Some seriously big numbers from $ZM"  
[X Link](https://x.com/dee_bosa/status/1267934239040757761)  2020-06-02T21:40Z 59K followers, [--] engagements


"ZoomInfo surges 95% in open [--] Software IPOs over the last year (including Zoom Datadog Crowdstrike) popped an avg of 48% on first day of trade $ZI chart from @IPOtweet"  
[X Link](https://x.com/dee_bosa/status/1268583430008254465)  2020-06-04T16:40Z 59K followers, [--] engagements


"Grubhub CEO on Just Eat deal: "We were already winning. By doubling down it's only going to be positive for our shareholders." This deals makes already cutthroat food delivery market even fiercer. Good for: restaurants consumers Bad for: $Uber"  
[X Link](https://x.com/dee_bosa/status/1271078973749911552)  2020-06-11T13:56Z 59K followers, [--] engagements


"Lyft to officially suspend ridesharing in California tomorrow saying: "This change would necessitate an overhaul of entire business model-not a switch that can be flipped overnight" $Uber likely to follow with same reasoning. But thats not exactly true. They've had since Jan"  
[X Link](https://x.com/dee_bosa/status/1296512683458650114)  2020-08-20T18:21Z 59K followers, [--] engagements


"when Zoom Video reports 355% revenue growth what are the other WFH darlings supposed to so DocuSign reports 45% revenue growth and investors shrug"  
[X Link](https://x.com/dee_bosa/status/1301617116945276929)  2020-09-03T20:24Z 59K followers, [--] engagements


"Big day on @CNBC today Squawk Alley has got the $PLTR listing covered. Coming up: - @traestephens (Founders Fund and early Palantir employee) - @JTLonsdale Palantir cofounder - Alex Karp Palantir CEO w @andrewrsorkin"  
[X Link](https://x.com/dee_bosa/status/1311310871126130694)  2020-09-30T14:24Z 59K followers, [--] engagements


"We've come full circle. On $Uber earnings call CEO cites taxis & rickshaws as innovation "we're continuing to invest in product innovation to drive growth.our taxi biz grew nearly 20% y/y in q3 & auto rickshaws & motorbikes are recovering faster than rest of mobility segment""  
[X Link](https://x.com/dee_bosa/status/1324467229719695360)  2020-11-05T21:42Z 59K followers, [--] engagements


"About a year and a half after its IPO $Uber hits IPO price of $45"  
[X Link](https://x.com/dee_bosa/status/1324751186088628224)  2020-11-06T16:31Z 58.9K followers, [--] engagements


"One of the best thing about Doordash going public is getting cofounder and CEO Tony Xu's story Immigrated to the US when he was [--] yrs old Named himself after Tony Danza from Who's the Boss (also where he learned English) Grew up washing dishes at his moms restaurant $DASH"  
[X Link](https://x.com/dee_bosa/status/1327250718466715650)  2020-11-13T14:03Z 59K followers, [--] engagements


"15 mins into the Salesforce earnings call and Marc Benioff has talked Dreamforce the quarter Cyber Monday Tableau. Still waiting for him to say ANYTHING about the biggest acquisition he's ever done"  
[X Link](https://x.com/dee_bosa/status/1333897454153052162)  2020-12-01T22:15Z 59K followers, [--] engagements


"In [--] of the last [--] years $IBM has seen its revenue decline on an annualized basis It expects [----] revenue to grow. but investors seem skeptical. h/t @HumOnTheMarkets"  
[X Link](https://x.com/dee_bosa/status/1352369400716918784)  2021-01-21T21:36Z 58.9K followers, [--] engagements


"Savage question from Bernstein's Tony Sacconaghi on $IBM's earnings. Coming after CEO Arvind Krishna again defined the company's future as a cloud platform"  
[X Link](https://x.com/dee_bosa/status/1352601108158566400)  2021-01-22T12:56Z 59K followers, [--] engagements


"First indication: Coinbase shares indicated to open at $340. vs reference price of $250/share $COIN"  
[X Link](https://x.com/dee_bosa/status/1382335888676511744)  2021-04-14T14:12Z 58.9K followers, [--] engagements


"Senator @ewarren: back during 2007-2009 money markets were outside the system. & what happened when the crash hit The fed gov't -the tax payers- were called on to step in b/c it put our whole economy at risk Stablecoins the new money market funds"  
[X Link](https://x.com/dee_bosa/status/1420357733463773189)  2021-07-28T12:17Z 59K followers, [---] engagements


"$AMZN's first revenue miss since Oct [----] per @HumOnTheMarkets but most pressing q: will Andy Jassy be on tonight's earnings call (Bezos hasn't done it for years) EARNINGS: https://t.co/QJNXdQsbXe Q2 EPS $15.12 vs. $12.30 Est.; Q2 Revs. $113.08B vs. $115.20B Est. $AMZN https://t.co/9Ftew5ZRYq @dee_bosa reports. https://t.co/Dv5jJkUHra EARNINGS: https://t.co/QJNXdQsbXe Q2 EPS $15.12 vs. $12.30 Est.; Q2 Revs. $113.08B vs. $115.20B Est. $AMZN https://t.co/9Ftew5ZRYq @dee_bosa reports. https://t.co/Dv5jJkUHra"  
[X Link](https://x.com/dee_bosa/status/1420840491059458051)  2021-07-29T20:15Z 59K followers, [--] engagements


"As Circle says it will change the makeup of #USDC reserves to *all* cash and US Treasury bonds #tether applauds transparency but says they're "comfortable w assurance opinions that we have provided" #USDT statement: 1/ Quick update on USDC. Starting September [----] USDC reserves will be held in cash and short-duration US government treasuries. This is the approach we want for USDC reserves. https://t.co/29liaGg2LA 1/ Quick update on USDC. Starting September [----] USDC reserves will be held in cash and short-duration US government treasuries. This is the approach we want for USDC reserves."  
[X Link](https://x.com/dee_bosa/status/1430138493477531649)  2021-08-24T12:02Z 58.9K followers, [--] engagements


".@KatieSchoolovs pieces are great and especially this one. Worth watching the full piece CNBC's @KatieSchoolov gives TechCheck a sneak peak at her inside look into TSMC's ground-breaking chip plant in Arizona. Check out the full piece at https://t.co/BYSmhrjJ9K https://t.co/z0neiy1toK CNBC's @KatieSchoolov gives TechCheck a sneak peak at her inside look into TSMC's ground-breaking chip plant in Arizona. Check out the full piece at https://t.co/BYSmhrjJ9K https://t.co/z0neiy1toK"  
[X Link](https://x.com/dee_bosa/status/1450213825597165568)  2021-10-18T21:34Z 62.6K followers, [--] engagements


"$snap reporting tonight Does Evan Spiegel still love Apple"  
[X Link](https://x.com/dee_bosa/status/1489286288444297216)  2022-02-03T17:14Z 58.9K followers, [--] engagements


"Binance CEO on stablecoins. How is BUSD is different from circle and tether CZ: tether is a "black box" BUSD has strongest backing @PaxosGlobal -can you clarify if BUSD is subject to audits or attestations"  
[X Link](https://x.com/dee_bosa/status/1491869674820227075)  2022-02-10T20:20Z 62.1K followers, [---] engagements


"🚨breaking: Doordash authorizes buyback of up to $400m shares Why is this interesting/important $dash is a growth company in the gig economy - i.e. not one that many would expect to return capital to shareholders. 1/x"  
[X Link](https://x.com/dee_bosa/status/1527381585787441152)  2022-05-19T20:12Z 58.7K followers, [----] engagements


"years of missteps will take years to fix @PGelsinger intends to concur this mountain $intc"  
[X Link](https://x.com/dee_bosa/status/1553092283565613061)  2022-07-29T18:57Z 59K followers, [---] engagements


""no no no. we're not stepping on the brakes we're stepping on the gas" - $abnb ceo @bchesky"  
[X Link](https://x.com/dee_bosa/status/1570114009365364736)  2022-09-14T18:15Z 59K followers, [---] engagements


"money transfer company that built its name on guaranteeing exchange rates no longer guaranteeing exchange rates for Brazilian real EURO GPB and USD"  
[X Link](https://x.com/dee_bosa/status/1575523636819087362)  2022-09-29T16:31Z 59K followers, [--] engagements


"Pat Gelsinger on the dividend [--] weeks ago $intc"  
[X Link](https://x.com/dee_bosa/status/1628488898040016898)  2023-02-22T20:16Z 59K followers, 95.4K engagements


"wow this reads differently in light of the hindenburg block report $sq https://www.gq.com/story/cash-app-and-hip-hop-jack-dorsey-square-tidal-jay-z-guapdad-4000-amine-jim-jones https://www.gq.com/story/cash-app-and-hip-hop-jack-dorsey-square-tidal-jay-z-guapdad-4000-amine-jim-jones"  
[X Link](https://x.com/dee_bosa/status/1638899902825758726)  2023-03-23T13:46Z 59K followers, 15.8K engagements


"blockbuster IPOs are exciting but they haven't been good investments beware the hype and beware the pop"  
[X Link](https://x.com/dee_bosa/status/1702006524091187274)  2023-09-13T17:09Z 58K followers, [----] engagements


"soon on CNBC -- my exclusive with @fidjissimo on $CART IPO"  
[X Link](https://x.com/dee_bosa/status/1704132589492326786)  2023-09-19T13:57Z 58.9K followers, [----] engagements


"Instead of killing Instacart Amazon's acquisition of Whole Foods made it stronger @apoorva_mehta [--] yrs ago on the "turning point" for $cart"  
[X Link](https://x.com/dee_bosa/status/1704171096730407305)  2023-09-19T16:30Z 58.9K followers, [----] engagements


"as the IPO air comes out of $CART and $ARM . be sure to watch our @CNBCTechCheck weekly deep dives from last week: beware the blockbuster IPO"  
[X Link](https://x.com/dee_bosa/status/1704595942794486113)  2023-09-20T20:38Z 57.5K followers, [----] engagements


"the VC China break up continues follows Sequoia's announcement a few months ago"  
[X Link](https://x.com/dee_bosa/status/1704917079198208429)  2023-09-21T17:54Z 57.5K followers, [--] engagements


"Lina Khan has staked her career on holding Amazon accountable. yet Amazon has done [--] of its [--] biggest deals during her tenure"  
[X Link](https://x.com/dee_bosa/status/1706701063364149637)  2023-09-26T16:03Z 57.5K followers, 25.1K engagements


"the FTC is suing Amazon our piece from this morning - why this is make or break for Amazon and Lina Khan"  
[X Link](https://x.com/dee_bosa/status/1706705951938712056)  2023-09-26T16:23Z 58K followers, [--] engagements


"No stopping the AI bubble"  
[X Link](https://x.com/dee_bosa/status/1710454813299970551)  2023-10-07T00:39Z 58K followers, 10K engagements


"tldr rising yields impact on: big tech = safe startups = screwed"  
[X Link](https://x.com/dee_bosa/status/1716491931189145983)  2023-10-23T16:29Z 57.4K followers, 12.7K engagements


"Ever wonder why Microsoft Amazon and Google are pouring billions into gen AI darlings like OpenAI and Anthropic The virtuous cycle of megacaps mega deals"  
[X Link](https://x.com/dee_bosa/status/1725685418333741375)  2023-11-18T01:20Z 58K followers, 12K engagements


"does openAI mess throw a wrench in the SF commercial real estate revival just a few weeks ago -OpenAI signed the largest office lease in San Francisco since [----]. 500k square ft"  
[X Link](https://x.com/dee_bosa/status/1726622012658143265)  2023-11-20T15:22Z 57.5K followers, [----] engagements


"@RebeccaJarvis @GMA huge congrats"  
[X Link](https://x.com/dee_bosa/status/1729959415401644486)  2023-11-29T20:24Z 57.5K followers, [---] engagements


"@Jason @dkhos Wait were you an early investor"  
[X Link](https://x.com/dee_bosa/status/1730768292309303378)  2023-12-02T01:58Z 57.6K followers, [----] engagements


"Pleasure to chat w @AravSrinivas this AM on the paradigm shift in search from links to answers AI-powered search startup @perplexity_ai is looking to take on $GOOGL raising a $70M+ Series B at a $520M valuation. But Google has left no shortage of challengers in its wake. @dee_bosa spoke to Perplexity CEO @AravSrinivas on why this time is different. https://t.co/wUfOMCuHYH AI-powered search startup @perplexity_ai is looking to take on $GOOGL raising a $70M+ Series B at a $520M valuation. But Google has left no shortage of challengers in its wake. @dee_bosa spoke to Perplexity CEO @AravSrinivas"  
[X Link](https://x.com/anyuser/status/1743343971211100622)  2024-01-05T18:49Z [--] followers, [----] engagements


"We dive into Apple's AI strategy for our latest weekly deep dive Whos the best positioned AI megacap An unconventional take: Apple Full video $AAPL - https://t.co/N0fZQQMZI3 https://t.co/JxPBukKPOM Whos the best positioned AI megacap An unconventional take: Apple Full video $AAPL - https://t.co/N0fZQQMZI3 https://t.co/JxPBukKPOM"  
[X Link](https://x.com/dee_bosa/status/1747277159205642693)  2024-01-16T15:18Z 58K followers, 10.1K engagements


"Bitcoin institutionalized. Did it lose by winning Wall Street #Bitcoin was supposed to be a revolution - democratic decentralized bypassing traditional finance. With the arrival of spot bitcoin ETFs though Wall Street did what it does best. Bitcoin has been subsumed by the very system it aimed to subvert. Our deep dive πŸ‘‡ https://t.co/nGNl26GiNd #Bitcoin was supposed to be a revolution - democratic decentralized bypassing traditional finance. With the arrival of spot bitcoin ETFs though Wall Street did what it does best. Bitcoin has been subsumed by the very system it aimed to subvert. Our"  
[X Link](https://x.com/dee_bosa/status/1748447809467211920)  2024-01-19T20:50Z 58K followers, 12.6K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@dee_bosa Avatar @dee_bosa Deirdre Bosa

Deirdre Bosa posts on X about ai, china, $googl, $uber the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

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  • [--] Week [-------] +31%
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  • [--] Months [---------] +433%
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Mentions Line Chart

  • [--] Week [--] +33%
  • [--] Month [--] +377%
  • [--] Months [--] +84%
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Followers Line Chart

  • [--] Week [------] +1.70%
  • [--] Month [------] +4.80%
  • [--] Months [------] +6.50%
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CreatorRank Line Chart

Social Influence

Social category influence technology brands stocks #3772 finance #6533 countries cryptocurrencies travel destinations automotive brands currencies social networks celebrities

Social topic influence ai, china, $googl, $uber, ipo, software #1119, open ai, databricks #19, lyft, stocks

Top accounts mentioned or mentioned by @alighodsi @deebosa @jaswu @cnbctechcheck @rauchg @cnbc @bgurley @anshublog @ltbatch @aravsrinivas @sarbjeetjohal @vercel @dkhos @danieltniles @openai @cerebras @openmercato @microberto @freeopi86613978 @jrichlive

Top assets mentioned Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) IBM (IBM) Zoom Video Communications Inc (ZM) Tesla, Inc. (TSLA) DeepSeek (DEEPSEEK) Morgan Stanley (MS) Lyft, Inc. Class A Common Stock (LYFT) Amazon.com, Inc. (AMZN) Maplebear Inc. (CART) QuantumCore (QBS) Dropbox, Inc. (DBX)

Top Social Posts

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

"its official: Uber has joined the S&P500 banner year: regulatory wins GAAP profits trading above IPO price $100b market cap.S&P inclusion is cherry on top @dkhos tells me: Were not letting up and are determined to keep building on our momentum"
X Link 2023-12-01T22:28Z 66.8K followers, 290.1K engagements

"Replit CEO @amasad says they cut headcount by nearly half. while revenue grew 10x. "AI isnt replacing engineers. Its supercharging them.""
X Link 2025-06-06T13:31Z 66.8K followers, 282.2K engagements

"RIGHT NOW ON DEIRDRE BOSA LIVE. - AI bubble or baseline @DanielTNiles on the AI trade - OpenEvidence CEO Daniel Nadler on building the Google for Healthcare @EvidenceOpen - @Vercel CEO @rauchg on on Grok [--] open source and whos really winning the AI talent war STREAM HERE: https://www.youtube.com/watchv=6kj4VvsQwlA https://www.youtube.com/watchv=6kj4VvsQwlA"
X Link 2025-07-17T19:02Z 66.8K followers, 50.1K engagements

"officially Claude-pilled inspired by @TheStalwarts Havelock app (which I love) i used claude cowork to build an evade-o-meter to scan earnings calls for spin. Zuckerberg topped the list for mag [--] last quarter w an evasive score nearly 3x that of Microsoft. [---] hedge words vs [--] (h/t Drew Troast) https://twitter.com/i/web/status/2011517576275247384 https://twitter.com/i/web/status/2011517576275247384"
X Link 2026-01-14T19:15Z 66.8K followers, 195.3K engagements

"🚨 DEEPSEEK WAS THE WAKE-UP CALL. CHINESE HARDWARE IS THE FOLLOW-THROUGH. our latest deep dive on China's next AI breakthrough"
X Link 2026-01-28T17:34Z 66.8K followers, 14.4K engagements

"to be clear. me being able to vibecode a personal tool is not going to disrupt the software trade. but someone who DOES know what they're doing very well might"
X Link 2026-02-04T16:43Z 66.8K followers, 37.2K engagements

"Meta is now putting [--] cents of every revenue dollar back into AI infrastructure. double Amazon's ratio. Yet market is rewarding Meta. meanwhile software stocks selling off because AI works too well. The AI trade is broken. updated capex-to-revenue numbers for the megacaps care of @jaswu_ https://twitter.com/i/web/status/2019818880156520542 https://twitter.com/i/web/status/2019818880156520542"
X Link 2026-02-06T17:02Z 66.8K followers, 11.4K engagements

"we may be about to get the answer. OAI Anthropic are preparing for IPOs. When they file they open the book and the market won't have to guess whether AI makes sense"
X Link 2026-02-06T17:02Z 66.8K followers, [----] engagements

"https://www.youtube.com/watchv=dY8a_1i9twU https://www.youtube.com/watchv=dY8a_1i9twU"
X Link 2026-02-09T17:25Z 66.8K followers, 12.3K engagements

"first OAI model running entirely off Nvidia chips. Not their most powerful model but flagship is the prestige play. workhorse model is the revenue play Nvidia can keep winning the former but it's ceding ground in the volume game Just one month after announcing our partnership with @OpenAI were launching our first model together: OpenAI Codex-Spark powered by @cerebras. Codex-Spark is built for real-time software development. In coding responsiveness is the product. It is not a nice to have. https://t.co/xISqqAdRFW Just one month after announcing our partnership with @OpenAI were launching our"
X Link 2026-02-13T17:19Z 66.8K followers, 16.9K engagements

"A few mind-blowing things about this - Shopify's market cap has surpassed $100b (CAD) - now bigger than all Canadian banks but [--] - a tech company is Canada's 2nd largest company"
X Link 2020-04-22T16:52Z 66.8K followers, [--] engagements

"San Franciscos once premier shopping center (Westfield mall) the Sunday before Christmas"
X Link 2025-12-21T19:39Z 66.8K followers, 3.8M engagements

"ok WOW. Woke up this morning and said for fun lets try to recreate monday. com w Claude cowork. it wont work or anything but we can just show our audience that its plausible. [--] hour later. I literally have my own monday. com that's plugged into my calendar & gmail and surfaced a kids bday that was not anywhere on my radar and I need to get a gift for. Can imagine next step being: order gift and have it delivered by Sunday. [----] is WILD. https://twitter.com/i/web/status/2019088517071335880 https://twitter.com/i/web/status/2019088517071335880"
X Link 2026-02-04T16:39Z 66.8K followers, 473.2K engagements

"JPM is right. cowork isn't replacing all enterprise software. But thats not the point. AI coding isn't coming for the database or the compliance layer. its coming for the $50/seat UI that's just a fancy way to view and edit data. Software isn't dying but the interaction layer *is getting commoditized. important to sort between the two. $crwd $panw prolly safe. $mndy $hubs $team $adbe less so "It feels like an illogical leap to extrapolate from Claude Cowork Plugins to this expectation that every company will hereby write and maintain a bespoke product to replace every layer of"
X Link 2026-02-05T17:30Z 66.8K followers, 173.6K engagements

"Melius note this AM: AI is eating these guys too "Satya Lost the AI Narrative - Downgrade Microsoft to Hold" Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C"
X Link 2026-02-09T17:18Z 66.8K followers, 40K engagements

"Databricks is showing us what the AI economy looks like under the hood. and its BOOMING. 80% of databases on their platform are being built by AI agents. Which means AI is building more enterprise software than humans are. We talk to @alighodsi today. Link to livestream below. I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown"
X Link 2026-02-09T17:25Z 66.8K followers, 203.1K engagements

"The era of lazy software investing is over. @alighodsi says AI is forcing a complete rerating of the software sector. and the ones who can't innovate won't survive it"
X Link 2026-02-09T22:21Z 66.8K followers, 40.7K engagements

"Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one"
X Link 2026-02-09T23:38Z 66.8K followers, 59K engagements

"the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice an entire sector https://twitter.com/i/web/status/2021285446236401730 https://twitter.com/i/web/status/2021285446236401730"
X Link 2026-02-10T18:09Z 66.8K followers, 310.4K engagements

"Will-Smith-eating-spaghetti is the cultural AI benchmark of our time just as important: a Chinese model now has the best version (Seedance owned by ByteDance) Ok here you are: "Will smith eating spaghetti" by Seedance [---] https://t.co/ZOo3e9HFRI Ok here you are: "Will smith eating spaghetti" by Seedance [---] https://t.co/ZOo3e9HFRI"
X Link 2026-02-11T19:06Z 66.8K followers, 22.1K engagements

"Freight forwarding is an industry that still largely runs on faxes phone calls PDFs emailed back and forth. ie. it hasn't fundamentally changed in decades. It may not be obvious but its the kind of thing AI eats first (tons of coordination low digitization high friction) Still looking for a real example of complex mission-critical enterprise software built with AI Here you go. In [--] weeks a working Freight Management System for air & ocean forwarders built on @OpenMercato . Built in weeks not years 7% of traditional cost AI agents at https://t.co/oHZIjXCz3A Still looking for a real example of"
X Link 2026-02-12T17:53Z 66.8K followers, 36.6K engagements

"this is a wild chart. [--] years of near-perfect correlation between the NDX and software (IGV).now the widest divergence on record"
X Link 2026-02-13T19:52Z 66.8K followers, 458K engagements

"brave of him to go on tv and admit that #LoveIsBlind"
X Link 2026-02-14T23:50Z 66.8K followers, 16.5K engagements

"Under the hood of the AI economy with Databricks CEO Ali Ghodsi Of the databases on Databricks' platform 80% are now being built by AI agents not people. And these aren't all tech companies"
X Link 2026-02-09T19:54Z 181.8K followers, 11.4K engagements

"Robinhood's IPO dilemma: price the deal at a high point & raise max capital. but risk generating a fizzle for customers buying into offering the IPO "pop" in [----] πŸ‘€ cc @bgurley https://www.wsj.com/articles/robinhood-walks-ipo-pricing-tightrope-11627470293 https://www.wsj.com/articles/robinhood-walks-ipo-pricing-tightrope-11627470293"
X Link 2021-07-28T11:42Z 66.8K followers, [--] engagements

"on wednesdays we wear pink @JBoorstin"
X Link 2021-07-28T15:37Z 66.8K followers, [---] engagements

"🚨NEW (from a source) tonight Uber CEO @dkos sent an email to employees about shifting landscape titled "the next (best) chapter" some key pts: - mkt is experiencing a seismic shift we need to react accordingly - Goalposts have changed- all about FCF 1/x"
X Link 2022-05-09T02:40Z 66.8K followers, [----] engagements

"have been a big fan of Lauren's at CNBC and quoted her work many times on air wherever she goes next will benefit from her great journalism After [--] years at CNBC today is my last day. I recently learned my role was impacted by cuts at the company. While Im sad to be leaving an amazing group of colleagues Im also excited to pursue new opportunities. Not sure what's next but open to leads and freelancing advice After [--] years at CNBC today is my last day. I recently learned my role was impacted by cuts at the company. While Im sad to be leaving an amazing group of colleagues Im also excited to"
X Link 2023-11-17T18:30Z 66.2K followers, 15.4K engagements

"Perplexity did it first BREAKING: Google stock $GOOGL falls on reports that OpenAI is planning to launch its own web browser. https://t.co/DZoLmyLCwc BREAKING: Google stock $GOOGL falls on reports that OpenAI is planning to launch its own web browser. https://t.co/DZoLmyLCwc"
X Link 2025-07-09T18:15Z 66.3K followers, 67.8K engagements

"i'm just the messenger"
X Link 2025-11-12T16:54Z 64.7K followers, 202.7K engagements

"this is posturing "we're behind" is code for: don't cut us off from Nvidia the audience is Beijing One year ago amid the false and misleading DeepSeek media panic I pounded the table including on CNBC that the U.S. would expand its leadership over China based on advancing reasoning models and access to the improving compute cluster infrastructure. Chinas top technology https://t.co/vfCbNZLX1s One year ago amid the false and misleading DeepSeek media panic I pounded the table including on CNBC that the U.S. would expand its leadership over China based on advancing reasoning models and access"
X Link 2026-01-12T20:31Z 65.7K followers, [----] engagements

"Claude in Excel is breaking down gated analysis. Built this with just a few prompts and Factset data: base/bull/bear cases on $GOOGL search revenue vs AI infra costs would normally have to wait for this kind of analysis in a Wall St note Earnings season is going to be πŸ”₯"
X Link 2026-01-24T23:26Z 65.7K followers, 372.4K engagements

"last few weeks in AI has been truly amazing as a reporter *and a user *and a mom from watching my kids vibecode working apps on Replit to unlocking high-level (to me) Excel workflows w Claude to seeing Chinese models like Zhipus GLM [---] bridge the gap feels bigger & more immediate than initial chatGPT moment bc its not just chatting its building (pictured: [--] yo's geometry dash seahawks edition) https://twitter.com/i/web/status/2015509689383948619 https://twitter.com/i/web/status/2015509689383948619"
X Link 2026-01-25T19:38Z 64.7K followers, 13.6K engagements

"A Chinese AI model is having a real coding moment. and not just in China. Zhipu says its coding agent users are concentrated in the *US and China. @tuhinone CEO of @basetenco joins me on the back of his latest fundraise to discuss whats hype and whats real https://www.youtube.com/watchv=lDcq2_Kcc5Q https://www.youtube.com/watchv=lDcq2_Kcc5Q"
X Link 2026-01-26T19:15Z 64.6K followers, 12.4K engagements

"kids went from asking for more video game time to asking for more compute credits to make their own"
X Link 2026-01-27T17:04Z 64.7K followers, [----] engagements

"Wild how fast this flipped just a few years ago it was all about big tech monopolies how do the little guys survive Now the upstarts are moving first and forcing the incumbents to catch up Agent Mode is now live in Excel. Huge moment for all of us who are "proficient in Excel" Agent Mode is now live in Excel. Huge moment for all of us who are "proficient in Excel""
X Link 2026-01-28T03:04Z 64.7K followers, 65.9K engagements

"🚨 DEEPSEEK WAS THE WAKE-UP CALL. CHINESE HARDWARE IS THE FOLLOW-THROUGH. our latest deep dive on China's next AI breakthrough. Link below"
X Link 2026-01-28T17:58Z 66.8K followers, 24.1K engagements

""When Deepseek models came out and Kimi models and others those are the predominant models in the world. so I think there absolutely is an appetite for the cheaper you know sort of Prius level model versus versus the Ferrari out there" -@NaveenGRao"
X Link 2026-01-29T01:18Z 64.7K followers, 22.7K engagements

"full deep dive on China's hardware offense: https://www.youtube.com/watchv=k_bHtx_e-SU https://www.youtube.com/watchv=k_bHtx_e-SU"
X Link 2026-01-29T01:18Z 64.7K followers, [----] engagements

"Anthropic continues to beat the incumbents at their own game on the left -a Google drive folder that Claude organized renaming every doc to fit the content (can be a few topics vs just 1) on the right -Gemini's attempt"
X Link 2026-01-30T18:25Z 64.7K followers, 19.5K engagements

"A social network for AI agents. truly a time to be alive. (to be clear this this isnt humans posting about AI. its AI agents posting responding and upvoting each other)"
X Link 2026-01-30T19:11Z 65.7K followers, 20.7K engagements

"@MicroBerto you could probably do it yourself"
X Link 2026-02-04T18:25Z 66.5K followers, 12.3K engagements

"Big tech the new utilities a more than 4-fold increase in capex since [----] from Microsoft Meta Amazon Google to build out the intelligence grid Sounds great until you remember utilities trade at about half the multiple of tech. And unlike the cloud buildout theyre spending ahead of demand this time not chasing it. https://twitter.com/i/web/status/2019443986528674266 https://twitter.com/i/web/status/2019443986528674266"
X Link 2026-02-05T16:12Z 66.8K followers, 22.8K engagements

"OpenClaw Kimi is currently the #1 on LLM Leaderboard (via OpenRouter) This marks our first time topping the all-time usage charts a huge milestone for the team. A massive thank you to every developer and user who made this possible. 🫑 https://t.co/BHTH5gl6Ly Kimi is currently the #1 on LLM Leaderboard (via OpenRouter) This marks our first time topping the all-time usage charts a huge milestone for the team. A massive thank you to every developer and user who made this possible. 🫑 https://t.co/BHTH5gl6Ly"
X Link 2026-02-05T17:05Z 65.7K followers, [----] engagements

"@anshublog Why would it be OAI/anthropic looking for this revenue and not a small business owner using those tools to build something that reduces their own costs or another middleman that can build something just as good or almost as good for cheaper"
X Link 2026-02-05T17:47Z 65.7K followers, [----] engagements

"@FreeOpi86613978 nope no invested interest and the policy holds. just a curious bystander"
X Link 2026-02-05T18:06Z 65.7K followers, [----] engagements

"Great breakdown from @rauchg on who's actually winning the AI model race right now. The AI coding era is changing everything baseline: obviously Anthropic image & video: Google nano banana & veo hard research tasks: GPT5 pro what will this be next week (esp as Chinese labs get ready for their lunar new year releases πŸ‘€)"
X Link 2026-02-09T16:25Z 66.8K followers, [----] engagements

"#HK stocks to watch today: Chinese car maker Geely (0175.HK) handbag maker Coach (6388.HK) and Macau casinos"
X Link 2013-02-15T01:16Z 65.7K followers, [--] engagements

"Only spot of green in Asian equities today is $ssec. Chatter of easing monetary policy. Really http://t.co/syP3v081IV"
X Link 2014-03-03T02:29Z 65.7K followers, [--] engagements

"AI anxiety on the rise: Startup founders react to bubble fears Short sellers like Michael Burry and Jim Chanos are circling warning that the AI buildout isnt a one-time investment but a recurring cost wave"
X Link 2025-11-16T05:11Z 228.6M followers, [---] engagements

"Airbnb expands hotel listings announces loyalty program Airbnb announced a program Thursday that will expand it further beyond shared accommodations into something like a full-fledged travel company"
X Link 2018-05-09T14:00Z 228.6M followers, 204.1K engagements

"Airbnb adds Google's 'AI ambassador' to its board of directors Airbnb is adding James Manyika Google's "AI ambassador" to its board of directors"
X Link 2023-09-14T06:52Z 181.9K followers, 35.4K engagements

"Airbnb to buy HotelTonight Airbnb is acquiring hotel booking site HotelTonight as it builds an expansion narrative ahead of an eventual IPO"
X Link 2019-03-07T18:23Z 228.6M followers, [---] engagements

"Greg Greeley former Amazon Prime VP moves to Airbnb Homes Greg Greeley the former VP of Amazon Prime and delivery experience is joining Airbnb as its President of Homes"
X Link 2018-03-06T21:24Z 181.6K followers, [--] engagements

"Instacart's valuation doubles to $39 billion Instacart is now the second most-valuable private tech company in the U.S. behind Elon Musk's SpaceX which is worth $74 billion according to Pitchbook"
X Link 2021-03-03T00:31Z 181.8K followers, [----] engagements

"Instacart's valuation has more than doubled in [----] to $17.7 billion Instacart is now one of the most valuable private companies"
X Link 2020-10-08T14:25Z 181.2K followers, [--] engagements

"news you can use cc @ltbatch @sallyshin @stevekovach .@coreymintz eats the entire Tim Hortons menu. Find out what he likes what he hates and what he'd order again. https://t.co/G1NxPQLS60 .@coreymintz eats the entire Tim Hortons menu. Find out what he likes what he hates and what he'd order again. https://t.co/G1NxPQLS60"
X Link 2019-10-07T14:43Z 63.7K followers, [--] engagements

"@MsABalakrishnan @ltbatch @sallyshin @stevekovach please share"
X Link 2019-10-07T16:56Z 63.7K followers, [--] engagements

"Reminder: not everything is shitty this year"
X Link 2020-05-14T03:02Z 64.6K followers, [---] engagements

"After chasing unicorns for the last few years Masa Son jumps on the big tech bandwagon (so far it's working out better) Softbank stock holdings as of June [--] [----]. via @barronsonline"
X Link 2020-08-18T14:46Z 63.7K followers, [--] engagements

"@TDAJJKinahan @SquawkStreet @TDAmeritrade @carlquintanilla @jonfortt Great insights as always. Thanks for coming on"
X Link 2020-08-28T15:49Z 62.5K followers, [--] engagements

"$ZM shares now up 18% in after hours trade . giving it a market cap of nearly $92b. It IPO-ed a year ago. at a $9.2b valuation Zoom 🀯🀯🀯 Q2 revenue up 355% y/y EPS of [--] cents is double Wall Streets expectation Q3 and FY guidance also blowing expectations out of the water $ZM shares up 5% in after hours +377% YTD Zoom 🀯🀯🀯 Q2 revenue up 355% y/y EPS of [--] cents is double Wall Streets expectation Q3 and FY guidance also blowing expectations out of the water $ZM shares up 5% in after hours +377% YTD"
X Link 2020-08-31T21:31Z 63.8K followers, [--] engagements

"here we go. bear with us. settling some tech difficulties and kicking off a #Tether convo in moments with @paoloardoino and @bitcoinlawyer $USDT https://www.youtube.com/watchv=ZBEqyiO35cQ https://www.youtube.com/watchv=ZBEqyiO35cQ"
X Link 2021-07-21T16:34Z 63.7K followers, [--] engagements

"ooo for a little bit (if youre wondering about the lower third some of our @CNBCTechCheck producers play my [--] yr old in mario kart on occasion πŸ˜‚)"
X Link 2021-09-07T20:16Z 62.5K followers, [---] engagements

"another ridesharing company goes public for investors to sell Grab down 18% in first day of trade. $10 spac listing price Uber below IPO price Lyft below IPO price Didi"
X Link 2021-12-02T17:56Z 64.6K followers, [---] engagements

"When you host an early morning show from the west coast on an east coast time zone with kids You throw in the towel and get a good coffee maker People who host early morning shows and people with kids are frustrated and surprised at how late coffee shops open. People who host early morning shows and people with kids are frustrated and surprised at how late coffee shops open"
X Link 2021-12-30T19:38Z 64.6K followers, [--] engagements

"techcheck producers getting meta (not $meta) w our memes today"
X Link 2022-02-02T16:45Z 63.5K followers, [--] engagements

"oof. lyft shares plunging on light guidance. shares now -15% in extended trade. company will have to keep spending on driver incentives into Q2. q now is will Uber have to do the same"
X Link 2022-05-03T20:55Z 63.7K followers, [--] engagements

"lyft's earnings call is one of the most painful calls i've ever listened to analyst after analyst keeps asking them to quantify how much they're spending on driver incentives lyft keeps avoiding. meanwhile the company has lost a quarter of its value in after hrs"
X Link 2022-05-03T21:16Z 63.7K followers, [---] engagements

"why is the FTC looking into megacaps AI deals watch this BREAKING: The FTC is launching a market inquiry into AI deals calling out $MSFT $GOOGL $AMZN OpenAI and Anthropic. We took a deep dive into those billion dollar deals and how megacaps could be using their cash hoards to bankroll themselves. https://t.co/JbwcMJqOAi BREAKING: The FTC is launching a market inquiry into AI deals calling out $MSFT $GOOGL $AMZN OpenAI and Anthropic. We took a deep dive into those billion dollar deals and how megacaps could be using their cash hoards to bankroll themselves. https://t.co/JbwcMJqOAi"
X Link 2024-01-25T17:42Z 62.8K followers, [----] engagements

"DeepSeek has changed everything we thought we knew about LLMs and the AI race between the US and China. A preview of our @CNBCTechCheck deep dive on the mysterious AI lab with insights from @AravSrinivas & @chetanp Link to full piece below"
X Link 2025-01-24T17:21Z 60.8K followers, 138.6K engagements

"DeepSeek the app vs DeepSeek the model"
X Link 2025-02-05T20:10Z 60.8K followers, 16.6K engagements

"Distillation has paved the way for China and others to compete at the cutting edge of AI faster and cheaper than ever before Deepseek woke up the world to its disruptive potential Our latest TechCheck Take deep dive on AI's distillation problem"
X Link 2025-02-21T17:34Z 60.8K followers, [----] engagements

"@GuyAdami Yes but. was hoping for a different outcome this year 😞"
X Link 2025-06-18T16:13Z 63.5K followers, [---] engagements

"US AI capex vs Chinese AI capex A 20-to-1 gap in capital spending for systems that are performing at roughly the same level πŸ‘€"
X Link 2025-11-10T17:52Z 62.6K followers, 15.3K engagements

"@BrynTalkington Agree FSD is impressive but Tesla miles have a human safety driver or monitor Waymo does not. Doesnt meant they cant both win just generally think Waymo is under appreciated"
X Link 2025-11-13T00:07Z 62.6K followers, [----] engagements

"@jrichlive or would their spending and losses further spook investors"
X Link 2025-11-14T16:27Z 62.6K followers, [---] engagements

"jensen earlier THIS YEAR at GTC (h/t @jaswu_ ): "in a reasoning model blackwell is 40x the performance of hopper. straight up. pretty amazing. someone asked why would i say that but i said before that when blackwell start shipping in volume you couldn't give hoppers away. . i'm the chief revenue destroyer. my sales guys are going oh no don't say that there are circumstances where hopper is fine (laughter) thats the best thing i can say about hopper. there are circumstances where you're fine. not many." The idea of a useful life for depreciation being longer because chips from more than 3-4"
X Link 2025-11-20T15:55Z 62.6K followers, [----] engagements

"Open source allows China to embed itself inside foreign AI stacks --Hydra Host cofounder @aginnt on one of the most underappreciated risks in the AI race Cheaper models Huawei hardware long-term influence (a Belt & Road strategy for compute) Full conversation: (starts at 26:30) https://www.youtube.com/watchv=xunyCMd0udM&t=42s https://www.youtube.com/watchv=xunyCMd0udM&t=42s"
X Link 2025-11-22T17:41Z 62.7K followers, [----] engagements

"Google AI is having a moment. Alibaba might be next"
X Link 2025-11-24T16:49Z 62.9K followers, 51.9K engagements

"Google universe vs OpenAI universe"
X Link 2025-11-25T18:05Z 63.5K followers, 141.5K engagements

"Exclusive: Google x Replit multiyear partnership https://www.cnbc.com/2025/12/04/google-replit-ai-vibe-coding-anthropic-cursor.html https://www.cnbc.com/2025/12/04/google-replit-ai-vibe-coding-anthropic-cursor.html"
X Link 2025-12-04T16:46Z 62.9K followers, 15.4K engagements

"Tiger Global launching new fund targeting between $2-$3 billion End of the "spray and pray" era. more double down on winners like OpenAI and Waymo with @jaswu_ https://www.cnbc.com/2025/12/08/tiger-global-new-fund-ai-valuations.html https://www.cnbc.com/2025/12/08/tiger-global-new-fund-ai-valuations.html"
X Link 2025-12-08T16:15Z 64.4K followers, 229.3K engagements

"πŸ‘€ in the Tiger letter to investors discloses that $GOOGL Waymo now delivering [---] thousand rides per week. nearly double what waymo last shared in April Tiger Global launching new fund targeting between $2-$3 billion End of the "spray and pray" era. more double down on winners like OpenAI and Waymo with @jaswu_ https://t.co/NtBRAeURvd Tiger Global launching new fund targeting between $2-$3 billion End of the "spray and pray" era. more double down on winners like OpenAI and Waymo with @jaswu_ https://t.co/NtBRAeURvd"
X Link 2025-12-08T16:16Z 62.9K followers, 226.8K engagements

"🚨 new Waymo numbers 14M rides served in [----] YTD; on track for 20M lifetime rides by year-end And scaling like crazy: 1M rides/month tripling YoY; target of 1M per week by end of [----]. https://waymo.com/blog/2025/12/2025-year-in-review https://waymo.com/blog/2025/12/2025-year-in-review"
X Link 2025-12-10T17:03Z 63.5K followers, 53.3K engagements

"buried the lead. this year also saw the first baby delivered in the back of a waymo 🚨 new Waymo numbers 14M rides served in [----] YTD; on track for 20M lifetime rides by year-end And scaling like crazy: 1M rides/month tripling YoY; target of 1M per week by end of [----]. https://t.co/U4ZP3BAG6w 🚨 new Waymo numbers 14M rides served in [----] YTD; on track for 20M lifetime rides by year-end And scaling like crazy: 1M rides/month tripling YoY; target of 1M per week by end of [----]. https://t.co/U4ZP3BAG6w"
X Link 2025-12-10T17:17Z 62.9K followers, 19.3K engagements

"@jpm25 did i create that impression. or did the fact that its an empty mall a few days before xmas do that"
X Link 2025-12-22T16:39Z 63.5K followers, 30.1K engagements

"Google wins on distribution Have you Googled anything over the last [--] months Congrats you're a Gemini user @dee_bosa joins Dan on Okay Computer. πŸ€– https://t.co/Faxvn4H3ny Have you Googled anything over the last [--] months Congrats you're a Gemini user @dee_bosa joins Dan on Okay Computer. πŸ€– https://t.co/Faxvn4H3ny"
X Link 2026-01-08T19:07Z 63.5K followers, 15K engagements

"and here's Market Bling. an app I built with Replit that I've dreamed of for the last 10+ years covering financial markets Full-screen notifications and confetti when Alphabet hits $4T or Nvidia gets dethroned. Plus a progress bar to next $1t milestone"
X Link 2026-01-15T17:13Z 63.7K followers, 21.7K engagements

"Shipped And for good measure i added a down function for when companies fall below a trillion dollar milestone try it out here https://market-bling--deebosa.replit.app/ and here's Market Bling. an app I built with Replit that I've dreamed of for the last 10+ years covering financial markets Full-screen notifications and confetti when Alphabet hits $4T or Nvidia gets dethroned. Plus a progress bar to next $1t milestone https://t.co/d4uKdCkBZf https://market-bling--deebosa.replit.app/ and here's Market Bling. an app I built with Replit that I've dreamed of for the last 10+ years covering"
X Link 2026-01-15T17:56Z 63.7K followers, 39.5K engagements

"we're in a ChatGPT-like inflection moment for AI and the catalyst is vibecoding that actually works. Livestreaming with @amasad in less than an hour at 12p PT/3p ET as Replit gets this into consumer hands and as Claude Code disrupts the software trade Tune in https://www.youtube.com/watchv=GOa3SfkQ0vE https://www.youtube.com/watchv=GOa3SfkQ0vE"
X Link 2026-01-15T19:16Z 63.7K followers, 32.5K engagements

"5 years from now are there more or less software companies in the public market Replit CEO @amjad: Probably less. those that embrace agents will survive those that don't will close down"
X Link 2026-01-16T14:50Z 63.8K followers, [----] engagements

"Should I ship the Evade-o-meter Needs work (proper weighting like CEO vs IR transcripts API correlation to stock price over time) but would use A CNBC reporter without any prior knowledge vibe-coded several apps without any problems and is shocked. AI is collapsing the cost of custom software. SaaS now means prompting the software. https://t.co/CU2AAMTYS8 A CNBC reporter without any prior knowledge vibe-coded several apps without any problems and is shocked. AI is collapsing the cost of custom software. SaaS now means prompting the software. https://t.co/CU2AAMTYS8"
X Link 2026-01-18T01:15Z 63.7K followers, 18.1K engagements

"πŸ‘€ @jaswu_ Both the reporter and her producer are building cool apps on Replit Both the reporter and her producer are building cool apps on Replit"
X Link 2026-01-18T02:39Z 63.7K followers, [----] engagements

"but. was it this was the dumbest stock market crash ever this was the dumbest stock market crash ever"
X Link 2026-01-21T17:25Z 63.7K followers, [----] engagements

""make a new tab called 'summary' showing only the high level takeaway. make they key numbers bigger and easy to understand for someone who doesn't work in excel all the time""
X Link 2026-01-24T23:42Z 64.6K followers, 13.5K engagements

"@bluepartyhat Do I have to give to give it full access to my computer"
X Link 2026-01-25T19:57Z 64.4K followers, [---] engagements

"#China Inc in focus today: $Vanke $Shimao $BYD CN Pacific Insurance CN Eastern"
X Link 2013-01-07T23:39Z 62.5K followers, [--] engagements

"Goes both ways. $CAT falls prey to Chinese accounting China's $Sany having a tough go in the US. http://t.co/f3pAZWBG http://tinyurl.com/bercu3a http://tinyurl.com/bercu3a"
X Link 2013-01-29T02:11Z 62.4K followers, [--] engagements

"Only one $HSI component trading higher right now in today's session. It's Power Assets Hldg (0006.HK) http://t.co/FAgFRZyAdo"
X Link 2013-04-05T02:00Z 64.4K followers, [--] engagements

"China nihilists are the same people who told people to buy Chinese stocks for the last [--] years: Marc Faber. HA $ssec"
X Link 2014-03-13T00:46Z 64.6K followers, [--] engagements

"Here we go.Softbank shares surging in Tokyo. Has 37% stake in Alibaba. that it bought in [----] for $20mn () http://t.co/JbJ851YvZ5"
X Link 2014-04-16T00:06Z 63.8K followers, [--] engagements

"Oh heyyyy. #thisNEVERhappens #misspelledasusual"
X Link 2017-09-12T17:36Z 62.5K followers, [--] engagements

"Oops πŸ€·πŸ»β™€ https://x.com/cnbc/status/955538620718436353 We accidentally stole a yogurt from Amazon's new grocery store but Amazon told us to keep it https://t.co/iloTbEyYUl https://x.com/cnbc/status/955538620718436353 We accidentally stole a yogurt from Amazon's new grocery store but Amazon told us to keep it https://t.co/iloTbEyYUl"
X Link 2018-01-22T20:44Z 64.6K followers, [--] engagements

"Airbnb trolls President Trump ahead of the State of the Union Airbnb has been a prominent Trump critic and Tuesday ahead of the president's State of the Union it's making another very public political statement"
X Link 2018-02-01T09:49Z 208.1M followers, [--] engagements

"IBM shareholders criticize Rometty salary As Big Blue struggles to stay relevant it just lost one of its biggest cheerleaders Warren Buffett and yet CEO Ginni Rometty's pay keeps rising"
X Link 2017-05-06T02:03Z 62.7K followers, [--] engagements

"With Apple on board OpenAIs next act could be its toughest yet Over the next few months ChatGPT-creator OpenAI will face some of its biggest tests yet including a high-profile partnership with Apple"
X Link 2024-10-08T15:27Z 59K followers, [---] engagements

"Instacart discovers a bug that withheld tips and overcharged users Instacart discovered a bug that affected some users' ability to waive service fees and some shoppers' ability to receive tips"
X Link 2018-02-23T20:10Z 208.1M followers, [--] engagements

"Softbank: Uber investment 'by no means' decided "We are interested in Uber but the final deal will depend on the tender price and a minimum percentage shareholding for SoftBank.""
X Link 2017-11-13T21:03Z 208.1M followers, [--] engagements

"Airbnb freezes hiring and suspends marketing due to coronavirus Airbnb will institute a hiring freeze and suspend its marketing as the company braces adjusts to the impact of the coronavirus pandemic on its business"
X Link 2020-03-27T22:30Z 208.1M followers, [--] engagements

"Lyft to go global take on Uber outside the US The global anti-Uber alliance is launching a reverse takeover in a sense"
X Link 2017-01-14T00:53Z 62.7K followers, [--] engagements

"Square launches a service to run restaurant operations and suddenly its Caviar acquisition makes sense Square says its launching Square for Restaurants a software platform for restaurant operations"
X Link 2018-05-08T15:34Z 208.1M followers, [----] engagements

"Uber has discussed a bid for travel booking company Expedia Uber has discussed a potential bid for the travel booking company Expedia CNBC confirmed"
X Link 2024-10-17T15:37Z 228.6M followers, [----] engagements

"Airbnb raising another $1 billion in debt as coronavirus ravages tourism business A week after announcing a $1 billion financing round Airbnb raised another $1 billion in debt in an effort to pad its balance sheet"
X Link 2020-04-15T13:26Z 58.9K followers, [---] engagements

"Uber rises after underwhelming Tesla robotaxi event CNBCs Deirdre Bosa joins Money Movers to report on the publics skepticism in the self-driving capabilities of robotaxis"
X Link 2024-10-11T16:13Z 59K followers, [--] engagements

"Instacart and Whole Foods officially part ways and the CEO says hes ready Instacart co-founder and CEO Apoorva Mehta says the company is ready for the split and he is not looking at the IPO performance of other unicorns going public this year"
X Link 2019-05-15T19:17Z 208.1M followers, [--] engagements

"Lyft is threatening litigation against Morgan Stanley accusing the firm of supporting short-selling In a letter sent to Morgan Stanley on April [--] Lyft questioned the firm about its role in helping market certain products that would help pre-IPO investors bet against the stock"
X Link 2019-04-06T16:25Z 208.1M followers, [--] engagements

"Alibaba vs Amazon: The race to $500 billion Alibaba is within striking distance of surpassing Amazon as worlds biggest e-commerce company by market cap"
X Link 2017-09-01T22:46Z 58.9K followers, [--] engagements

"Robotaxis are here and the public is divided Waymo provides [------] paid rides per week in the U.S. cities where it operates and Tesla is unveiling its robotaxi this week. But will the public trust them"
X Link 2024-10-07T13:48Z 59K followers, [---] engagements

"How OpenAI CEO Sam Altmans lobbying power tamed Washington OpenAI co-founder and CEO Sam Altman has emerged as one of the most powerful people shaping AI policy"
X Link 2024-10-30T12:00Z 208.1M followers, 14.7K engagements

"The sneaky way Big Tech is acquiring AI unicorns without buying the companies Google Microsoft Amazon and others have been quietly poaching coveted talent from AI startups without actually acquiring the companies"
X Link 2024-08-30T17:47Z 59K followers, [--] engagements

"Slack valued near $17 billion on secondary market ahead of public offering Slack investors are getting up to $28 a share to sell some of their holdings ahead of a public offering"
X Link 2019-04-25T22:00Z 58.9K followers, [--] engagements

"Airbnb CEO: Cost cuts prepare company for another downturn Airbnb CEO Brian Chesky said the company has cut $1 billion in marketing"
X Link 2020-06-22T16:58Z 208.1M followers, [---] engagements

"Amazon Go automated grocery store is poised to launch After nearly a year's delay Amazon Go is finally opening to the public on Monday morning"
X Link 2018-01-22T12:45Z 62.7K followers, [--] engagements

"Airbnb poised for comeback after brutal Covid-19 spring Airbnb saw a return to U.S. bookings growth in early June signaling a rebound for the sharing economy start-up as people start to venture out after the coronavirus lockdown"
X Link 2020-06-18T18:23Z 208.1M followers, [--] engagements

"Airbnb makes big push into hotel space with Rockefeller Plaza hotel partnership Airbnb is partnering with RXR Realty to convert portions of New York City commercial properties into a "new category of urban lodging.""
X Link 2019-04-29T17:03Z 208.1M followers, [--] engagements

"Airbnb extends coronavirus cancellation window to May [--] due to coronavirus Airbnb announced it will allow guests to receive full refunds for any trips booked before March [--] as the company continues to struggle through the coronavirus' impact on the travel industry"
X Link 2020-03-30T22:02Z 208.1M followers, [--] engagements

"Airbnb to lay off nearly [----] people 25% of company Airbnb plans to lay off as many as [----] employees or about 25% of the company a source confirmed to CNBC on Tuesday"
X Link 2020-05-05T19:18Z 181.6K followers, [--] engagements

"Google IPO banker tracks two-decade journey from Silicon Valley upstart to $2 trillion Twenty years after its IPO Google is worth more than $2 trillion. Michael Grimes recalls the milestone occasion in 2004"
X Link 2024-08-19T18:41Z 59K followers, 18.4K engagements

"Walmart Sam's Club signs grocery delivery deal with Instacart Sam's Club a division of Walmart adds yet another major grocer to Instacart's arsenal as it prepares to compete against Amazon and Whole Foods"
X Link 2018-02-27T11:41Z 62.7K followers, [--] engagements

"Morgan Stanley banker sees [--] to [--] more tech IPOs in [----] and a better year in [----] Morgan Stanley which led the Reddit and Astera Labs IPOs expects [--] to [--] more tech offerings this year and a better year in 2025"
X Link 2024-04-29T20:00Z 58.9K followers, [---] engagements

"Delivery company Gopuff acquires Liquor Barn continuing its retail expansion Gopuffs bet on expanding its physical footprint differentiates it from others in the delivery space"
X Link 2021-06-21T18:56Z 58.9K followers, [--] engagements

"Lyft says it had best week for rides since pandemic lockdowns began Lyft now expects to manage its adjusted EBITDA loss in the first quarter to $135 million from the $145 million to $150 million it previously forecast"
X Link 2021-03-02T21:09Z 62.7K followers, [--] engagements

"Databricks announces $10 billion financing at $62 billion valuation The companys new valuation is up from $43 billion in 2023"
X Link 2024-12-17T13:54Z 59K followers, 64.9K engagements

"Not to be a debbie downer but. UBS research shows there are very few IPO losers on day [--]. After [--] years about 60% of all IPOS had negative total returns and only a small percent had big positive returns. $ZM $PINS"
X Link 2019-04-18T15:33Z 59K followers, [--] engagements

"Eats is here $uber"
X Link 2019-05-10T12:52Z 59K followers, [--] engagements

"Dara Travis Kalanick Ryan Graves and Garrett Camp sat down for breakfast together. And ate McDonalds. From the $Uber IPO one pager"
X Link 2019-05-10T14:36Z 59K followers, [--] engagements

"Meanwhile. now that both $uber and $lyft are public their fortunes are tied together and theyre on the same team in a weird way. Lyft shares hitting all time low and falling below last private round valuation does not bode well for its larger competitor"
X Link 2019-05-10T15:20Z 58.9K followers, [--] engagements

"How many times was the word "profit" mentioned on $Uber's first earnings call Exactly zero. On $Lyft's Q1 call: [--] times"
X Link 2019-05-31T14:13Z 58.9K followers, [--] engagements

".@MorganStanley on digital wallet landscape: Paypal and Apple Pay are US digital wallet front runners. Square is the wild card. we expect @CashApp usage will largely remain confined to niche heavily promoted/subsidized transactions $pypl $aapl $sq"
X Link 2019-07-10T18:33Z 59K followers, [--] engagements

"Spoke to @mcuban tonight about everything from investment in Node tech regulation Libra (not a big fan) [----] election (not running) IPOs and @Drake's NBA playoff performance (he's a fan and hey sometimes coaches need a massage) Tune into @CNBC tomorrow for highlights"
X Link 2019-07-12T01:01Z 62.6K followers, [--] engagements

"Digging through the WeWork S1. Meanwhile. $UBER shares breaking below $36 for first time"
X Link 2019-08-14T13:49Z 58.9K followers, [--] engagements

"Slack shares falling below IPO/reference price of $26 a share. $work Another unicorn bites the dust. Joining $Uber and $Lyft in post-IPO slump"
X Link 2019-09-04T20:45Z 59K followers, [--] engagements

"Been a week for $Uber. Describes layoffs as "ruthlessly prioritizing" Suggests drivers are not core to its business On the other hand stock is up nearly 7% this week"
X Link 2019-09-11T21:54Z 59K followers, [--] engagements

"IPO darling Zoom $ZM plunges after Q3 earnings show decelerating revenue growth (& despite big earnings beat) Rev grew 86% y/y vs 96% y/y growth last quarter @ltbatch"
X Link 2019-12-05T21:25Z 59K followers, [--] engagements

"Caspar S-1 out. It says: "Welcome to the Sleep economy" Ticker $CSPR Let the [----] IPOs commence"
X Link 2020-01-10T18:40Z 59K followers, [--] engagements

"Buried on page [--] of Morgan Stanley IT note from last week: Ginni Rometty's age and CEO tenure suggest a CEO transition could be likely $IBM Nice catch by @jordannovet"
X Link 2020-01-21T20:40Z 59K followers, [--] engagements

"If Charlie Munger thinks EBITDA is "bullshit earnings" wonder what he thinks about adjusted EBITDA $UBER $LYFT https://www.marketwatch.com/story/wretched-excess-means-theres-lots-of-troubles-coming-warns-berkshire-hathaways-charlie-munger-2020-02-12 https://www.marketwatch.com/story/wretched-excess-means-theres-lots-of-troubles-coming-warns-berkshire-hathaways-charlie-munger-2020-02-12"
X Link 2020-02-13T14:47Z 59K followers, [--] engagements

"Dropbox shares surging and briefly popping above $21 its IPO price (nearly [--] years after going public) Beating on revenue EPS paid users in Q4 BUT guidance will be released on call. could make or break this surge"
X Link 2020-02-20T21:11Z 59K followers, [--] engagements

"Morgan Stanley: 2-day shipping may seem to slow before we know it Estimates 40% of units shipped by Amazon in the US in Q4 went through 1-day shipping. up from 0% in Q1. Heading to 50% by end of this year"
X Link 2020-02-25T16:49Z 59K followers, [--] engagements

"One company that did not mention coronavirus in its quarterly earnings Zoom- the hottest coronavirus trade of the year. Even with 10% drop on results $ZM shares up more than 60% YTD"
X Link 2020-03-04T21:31Z 58.9K followers, [--] engagements

"Email that Sequoia Capital just sent to founders and CEOs today: "we should brace ourselves for turbulence and have a prepared mindset for the scenarios that may play out." https://medium.com/sequoia-capital/coronavirus-the-black-swan-of-2020-7c72bdeb9753 https://medium.com/sequoia-capital/coronavirus-the-black-swan-of-2020-7c72bdeb9753"
X Link 2020-03-05T20:18Z 59K followers, [--] engagements

"The Softbank Vision Fund / Silicon Valley divide: Masa Son: invest in multiple competitors across multiple industries @sequoia: walk away from $21m investment information rights & board seat because there's a conflict of interest (Other company is Stripe)"
X Link 2020-03-09T19:50Z 59K followers, [--] engagements

"Third party data shows that American's spent 20% less on ridesharing week-over-week (via @edisontrends) $LYFT market cap now $5 billion $UBER at $26b"
X Link 2020-03-18T17:03Z 59K followers, [--] engagements

"China turned to the countrys biggest tech companies (Tencent Alibaba Ant Financial etc) to monitor and control coronavirus. We asked a few weeks ago: could the US gov't turn to our tech giants Group of Senate Democrats already raising privacy concerns"
X Link 2020-03-18T18:09Z 59K followers, [--] engagements

"Green shoots from Uber @dkhos on earnings call: we believe the US is off the bottom More:"
X Link 2020-05-07T20:46Z 59K followers, [--] engagements

"Zoom priced its IPO at $9.2 billion last year. Its market cap surpassed $50 billion today making it worth more than: - GM - Charles Schwab - Biogen - Dollar General - more than [--] HP Inc's - about [--] United Airlines $ZM reports after bell tomorrow"
X Link 2020-06-01T17:06Z 58.9K followers, [---] engagements

"Zoom delivers. Big beat on top and bottom lines. Customers w more than [--] employees up 354% y/y Highest paying customers approx up 90% y/y $ZM remains hottest WFM stock of the year (for now. earnings call starts in [--] hour)"
X Link 2020-06-02T20:28Z 58.9K followers, [--] engagements

"Some seriously big numbers from $ZM"
X Link 2020-06-02T21:40Z 59K followers, [--] engagements

"ZoomInfo surges 95% in open [--] Software IPOs over the last year (including Zoom Datadog Crowdstrike) popped an avg of 48% on first day of trade $ZI chart from @IPOtweet"
X Link 2020-06-04T16:40Z 59K followers, [--] engagements

"Grubhub CEO on Just Eat deal: "We were already winning. By doubling down it's only going to be positive for our shareholders." This deals makes already cutthroat food delivery market even fiercer. Good for: restaurants consumers Bad for: $Uber"
X Link 2020-06-11T13:56Z 59K followers, [--] engagements

"Lyft to officially suspend ridesharing in California tomorrow saying: "This change would necessitate an overhaul of entire business model-not a switch that can be flipped overnight" $Uber likely to follow with same reasoning. But thats not exactly true. They've had since Jan"
X Link 2020-08-20T18:21Z 59K followers, [--] engagements

"when Zoom Video reports 355% revenue growth what are the other WFH darlings supposed to so DocuSign reports 45% revenue growth and investors shrug"
X Link 2020-09-03T20:24Z 59K followers, [--] engagements

"Big day on @CNBC today Squawk Alley has got the $PLTR listing covered. Coming up: - @traestephens (Founders Fund and early Palantir employee) - @JTLonsdale Palantir cofounder - Alex Karp Palantir CEO w @andrewrsorkin"
X Link 2020-09-30T14:24Z 59K followers, [--] engagements

"We've come full circle. On $Uber earnings call CEO cites taxis & rickshaws as innovation "we're continuing to invest in product innovation to drive growth.our taxi biz grew nearly 20% y/y in q3 & auto rickshaws & motorbikes are recovering faster than rest of mobility segment""
X Link 2020-11-05T21:42Z 59K followers, [--] engagements

"About a year and a half after its IPO $Uber hits IPO price of $45"
X Link 2020-11-06T16:31Z 58.9K followers, [--] engagements

"One of the best thing about Doordash going public is getting cofounder and CEO Tony Xu's story Immigrated to the US when he was [--] yrs old Named himself after Tony Danza from Who's the Boss (also where he learned English) Grew up washing dishes at his moms restaurant $DASH"
X Link 2020-11-13T14:03Z 59K followers, [--] engagements

"15 mins into the Salesforce earnings call and Marc Benioff has talked Dreamforce the quarter Cyber Monday Tableau. Still waiting for him to say ANYTHING about the biggest acquisition he's ever done"
X Link 2020-12-01T22:15Z 59K followers, [--] engagements

"In [--] of the last [--] years $IBM has seen its revenue decline on an annualized basis It expects [----] revenue to grow. but investors seem skeptical. h/t @HumOnTheMarkets"
X Link 2021-01-21T21:36Z 58.9K followers, [--] engagements

"Savage question from Bernstein's Tony Sacconaghi on $IBM's earnings. Coming after CEO Arvind Krishna again defined the company's future as a cloud platform"
X Link 2021-01-22T12:56Z 59K followers, [--] engagements

"First indication: Coinbase shares indicated to open at $340. vs reference price of $250/share $COIN"
X Link 2021-04-14T14:12Z 58.9K followers, [--] engagements

"Senator @ewarren: back during 2007-2009 money markets were outside the system. & what happened when the crash hit The fed gov't -the tax payers- were called on to step in b/c it put our whole economy at risk Stablecoins the new money market funds"
X Link 2021-07-28T12:17Z 59K followers, [---] engagements

"$AMZN's first revenue miss since Oct [----] per @HumOnTheMarkets but most pressing q: will Andy Jassy be on tonight's earnings call (Bezos hasn't done it for years) EARNINGS: https://t.co/QJNXdQsbXe Q2 EPS $15.12 vs. $12.30 Est.; Q2 Revs. $113.08B vs. $115.20B Est. $AMZN https://t.co/9Ftew5ZRYq @dee_bosa reports. https://t.co/Dv5jJkUHra EARNINGS: https://t.co/QJNXdQsbXe Q2 EPS $15.12 vs. $12.30 Est.; Q2 Revs. $113.08B vs. $115.20B Est. $AMZN https://t.co/9Ftew5ZRYq @dee_bosa reports. https://t.co/Dv5jJkUHra"
X Link 2021-07-29T20:15Z 59K followers, [--] engagements

"As Circle says it will change the makeup of #USDC reserves to all cash and US Treasury bonds #tether applauds transparency but says they're "comfortable w assurance opinions that we have provided" #USDT statement: 1/ Quick update on USDC. Starting September [----] USDC reserves will be held in cash and short-duration US government treasuries. This is the approach we want for USDC reserves. https://t.co/29liaGg2LA 1/ Quick update on USDC. Starting September [----] USDC reserves will be held in cash and short-duration US government treasuries. This is the approach we want for USDC reserves."
X Link 2021-08-24T12:02Z 58.9K followers, [--] engagements

".@KatieSchoolovs pieces are great and especially this one. Worth watching the full piece CNBC's @KatieSchoolov gives TechCheck a sneak peak at her inside look into TSMC's ground-breaking chip plant in Arizona. Check out the full piece at https://t.co/BYSmhrjJ9K https://t.co/z0neiy1toK CNBC's @KatieSchoolov gives TechCheck a sneak peak at her inside look into TSMC's ground-breaking chip plant in Arizona. Check out the full piece at https://t.co/BYSmhrjJ9K https://t.co/z0neiy1toK"
X Link 2021-10-18T21:34Z 62.6K followers, [--] engagements

"$snap reporting tonight Does Evan Spiegel still love Apple"
X Link 2022-02-03T17:14Z 58.9K followers, [--] engagements

"Binance CEO on stablecoins. How is BUSD is different from circle and tether CZ: tether is a "black box" BUSD has strongest backing @PaxosGlobal -can you clarify if BUSD is subject to audits or attestations"
X Link 2022-02-10T20:20Z 62.1K followers, [---] engagements

"🚨breaking: Doordash authorizes buyback of up to $400m shares Why is this interesting/important $dash is a growth company in the gig economy - i.e. not one that many would expect to return capital to shareholders. 1/x"
X Link 2022-05-19T20:12Z 58.7K followers, [----] engagements

"years of missteps will take years to fix @PGelsinger intends to concur this mountain $intc"
X Link 2022-07-29T18:57Z 59K followers, [---] engagements

""no no no. we're not stepping on the brakes we're stepping on the gas" - $abnb ceo @bchesky"
X Link 2022-09-14T18:15Z 59K followers, [---] engagements

"money transfer company that built its name on guaranteeing exchange rates no longer guaranteeing exchange rates for Brazilian real EURO GPB and USD"
X Link 2022-09-29T16:31Z 59K followers, [--] engagements

"Pat Gelsinger on the dividend [--] weeks ago $intc"
X Link 2023-02-22T20:16Z 59K followers, 95.4K engagements

"wow this reads differently in light of the hindenburg block report $sq https://www.gq.com/story/cash-app-and-hip-hop-jack-dorsey-square-tidal-jay-z-guapdad-4000-amine-jim-jones https://www.gq.com/story/cash-app-and-hip-hop-jack-dorsey-square-tidal-jay-z-guapdad-4000-amine-jim-jones"
X Link 2023-03-23T13:46Z 59K followers, 15.8K engagements

"blockbuster IPOs are exciting but they haven't been good investments beware the hype and beware the pop"
X Link 2023-09-13T17:09Z 58K followers, [----] engagements

"soon on CNBC -- my exclusive with @fidjissimo on $CART IPO"
X Link 2023-09-19T13:57Z 58.9K followers, [----] engagements

"Instead of killing Instacart Amazon's acquisition of Whole Foods made it stronger @apoorva_mehta [--] yrs ago on the "turning point" for $cart"
X Link 2023-09-19T16:30Z 58.9K followers, [----] engagements

"as the IPO air comes out of $CART and $ARM . be sure to watch our @CNBCTechCheck weekly deep dives from last week: beware the blockbuster IPO"
X Link 2023-09-20T20:38Z 57.5K followers, [----] engagements

"the VC China break up continues follows Sequoia's announcement a few months ago"
X Link 2023-09-21T17:54Z 57.5K followers, [--] engagements

"Lina Khan has staked her career on holding Amazon accountable. yet Amazon has done [--] of its [--] biggest deals during her tenure"
X Link 2023-09-26T16:03Z 57.5K followers, 25.1K engagements

"the FTC is suing Amazon our piece from this morning - why this is make or break for Amazon and Lina Khan"
X Link 2023-09-26T16:23Z 58K followers, [--] engagements

"No stopping the AI bubble"
X Link 2023-10-07T00:39Z 58K followers, 10K engagements

"tldr rising yields impact on: big tech = safe startups = screwed"
X Link 2023-10-23T16:29Z 57.4K followers, 12.7K engagements

"Ever wonder why Microsoft Amazon and Google are pouring billions into gen AI darlings like OpenAI and Anthropic The virtuous cycle of megacaps mega deals"
X Link 2023-11-18T01:20Z 58K followers, 12K engagements

"does openAI mess throw a wrench in the SF commercial real estate revival just a few weeks ago -OpenAI signed the largest office lease in San Francisco since [----]. 500k square ft"
X Link 2023-11-20T15:22Z 57.5K followers, [----] engagements

"@RebeccaJarvis @GMA huge congrats"
X Link 2023-11-29T20:24Z 57.5K followers, [---] engagements

"@Jason @dkhos Wait were you an early investor"
X Link 2023-12-02T01:58Z 57.6K followers, [----] engagements

"Pleasure to chat w @AravSrinivas this AM on the paradigm shift in search from links to answers AI-powered search startup @perplexity_ai is looking to take on $GOOGL raising a $70M+ Series B at a $520M valuation. But Google has left no shortage of challengers in its wake. @dee_bosa spoke to Perplexity CEO @AravSrinivas on why this time is different. https://t.co/wUfOMCuHYH AI-powered search startup @perplexity_ai is looking to take on $GOOGL raising a $70M+ Series B at a $520M valuation. But Google has left no shortage of challengers in its wake. @dee_bosa spoke to Perplexity CEO @AravSrinivas"
X Link 2024-01-05T18:49Z [--] followers, [----] engagements

"We dive into Apple's AI strategy for our latest weekly deep dive Whos the best positioned AI megacap An unconventional take: Apple Full video $AAPL - https://t.co/N0fZQQMZI3 https://t.co/JxPBukKPOM Whos the best positioned AI megacap An unconventional take: Apple Full video $AAPL - https://t.co/N0fZQQMZI3 https://t.co/JxPBukKPOM"
X Link 2024-01-16T15:18Z 58K followers, 10.1K engagements

"Bitcoin institutionalized. Did it lose by winning Wall Street #Bitcoin was supposed to be a revolution - democratic decentralized bypassing traditional finance. With the arrival of spot bitcoin ETFs though Wall Street did what it does best. Bitcoin has been subsumed by the very system it aimed to subvert. Our deep dive πŸ‘‡ https://t.co/nGNl26GiNd #Bitcoin was supposed to be a revolution - democratic decentralized bypassing traditional finance. With the arrival of spot bitcoin ETFs though Wall Street did what it does best. Bitcoin has been subsumed by the very system it aimed to subvert. Our"
X Link 2024-01-19T20:50Z 58K followers, 12.6K engagements

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@dee_bosa
/creator/twitter::dee_bosa