#  @Larti22 Karl Pronix Karl Pronix posts on X about agents, ai, $crm, in the the most. They currently have [-------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1687089653931814912/interactions)  - [--] Week [------] -92% - [--] Year [---------] +7,367,222% ### Mentions: [--] [#](/creator/twitter::1687089653931814912/posts_active)  ### Followers: [-------] [#](/creator/twitter::1687089653931814912/followers)  - [--] Week [--] +3.30% - [--] Year [--] +121% ### CreatorRank: [---------] [#](/creator/twitter::1687089653931814912/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) **Social topic influence** [agents](/topic/agents), [ai](/topic/ai), [$crm](/topic/$crm), [in the](/topic/in-the), [anthropic](/topic/anthropic), [model](/topic/model), [$msft](/topic/$msft), [money](/topic/money), [$googl](/topic/$googl), [meta](/topic/meta) **Top assets mentioned** [Salesforce Inc (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Toast, Inc. (TOST)](/topic/$tost) [Mastercard, Inc. (MA)](/topic/$ma) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Metadium (META)](/topic/$meta) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Uber Technologies, Inc. (UBER)](/topic/$uber) [MercadoLibre Inc (MELI)](/topic/$meli) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Crocs, Inc. (CROX)](/topic/$crox) [Atlassian Corporation PLC (TEAM)](/topic/$team) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Flutter Entertainment plc (FLUT)](/topic/$flut) ### Top Social Posts Top posts by engagements in the last [--] hours "@QualityInvest5 $GOOGL $CROX and $META [--] largest positions account for more than 60% of portfolio" [X Link](https://x.com/Larti22/status/1868297053341974558) 2024-12-15T14:08Z [--] followers, [---] engagements "@grok @Mile20x @BoringBiz_ @atxurbanist @grok what would be the Warren Buffet net worth had he not donated majority of his stock" [X Link](https://x.com/Larti22/status/1994114746824708147) 2025-11-27T18:42Z [--] followers, [---] engagements "@QualityInvest5 Misalignment of incentives among Netflix and WBD IP. To maximise the monetization of IP WBD wants to sell to the larger pool of providers while Netflix wants the opposite - have it unique" [X Link](https://x.com/Larti22/status/2014671235045867652) 2026-01-23T12:07Z [--] followers, [---] engagements "@QualityInvest5 $TOST vertical SaaS with fintech arm integrated across the whole restaurant operations value chain" [X Link](https://x.com/Larti22/status/2022690052980248641) 2026-02-14T15:11Z [--] followers, [----] engagements "How in the age of slopacolypse the incumbent System of Record don't win $CRM $HUBS With the cost of sending cold email being near zero leads to tons of slop sent def nobody is gonna read and buy from those. How real human-to-human interactions don't win in that age. A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in A few random notes from claude coding quite a bit last" [X Link](https://x.com/anyuser/status/2018091764314230989) 2026-02-01T22:39Z [--] followers, [---] engagements "Why is the consensus that the closed source model providers (Anthropic Open AI) are such a good business and valued so rich. Is the risk of commoditization already past us" [X Link](https://x.com/anyuser/status/2018095107719786556) 2026-02-01T22:52Z [--] followers, [--] engagements "Majority of OSS models think Kimi K2.5 are already on the level capable of doing most simple tasks. Application layers think Harvey or Lovable already hide the underlying model from the user. Anthropic blocking usage of models outside of Claude Code just confirms the risk" [X Link](https://x.com/anyuser/status/2018095109091320194) 2026-02-01T22:52Z [--] followers, [--] engagements "If Agents infinitely increase the number of cold calls won't the conversion collapse Who is the winner in the new wave 1) $GOOGL $MSFT building Agent to filter out noise 2) $META $GOOGL with performance ads 3) $CRM Integrated System of Records - for actual irl sales @sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became immediately clearfrontier models are already magical . The bottleneck (and differentiator) will always be context. @sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became" [X Link](https://x.com/anyuser/status/2018440748635500794) 2026-02-02T21:45Z [--] followers, [---] engagements "$MA $V are thought of as the "Payment Networks" - a tax on global economy. While that's 100% true the other reality is: Value Added Service represent 44% of $MA revenue and 29% of $V revenue. Haven't done much work on it but curious don't VAS reduce quality of businesses $V $MA Networks probably not a bad place to be at this point. $V $MA Networks probably not a bad place to be at this point" [X Link](https://x.com/anyuser/status/2018614308905931183) 2026-02-03T09:15Z [--] followers, [--] engagements "What software stocks you're buying Thinking could be a good entry into $CDNS $SNPS $MSFT $VEEV" [X Link](https://x.com/anyuser/status/2019135697622560838) 2026-02-04T19:47Z [--] followers, [---] engagements "@mukund Maybe show that company can be profitable not on the "Adjusted Operating Income"" [X Link](https://x.com/Larti22/status/2019742089324498983) 2026-02-06T11:56Z [--] followers, [---] engagements "@mukund On the GAAP basis $TEAM lost money" [X Link](https://x.com/Larti22/status/2019742808756658520) 2026-02-06T11:59Z [--] followers, [--] engagements "That's why I own: [--]. Food Delivery: $UBER $DHER. [--]. Marketplaces: $MELI [--]. Hardware/money: $TOST $KSPI Any others I should consider The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data - most hardware - maybe systems of record - security - marketplaces The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data -" [X Link](https://x.com/anyuser/status/2019895989465743773) 2026-02-06T22:08Z [--] followers, [---] engagements "@QualityInvest5 Prediction markets. Interesting to see from a business perspective how it's gonna play out. Few years ago a bunch of land-based casinos bros tried tech and attached $DKNG $FLUT and without much success. Now time of the tech guys to do the casino interesting will they succeed" [X Link](https://x.com/Larti22/status/2022690981288529966) 2026-02-14T15:14Z [--] followers, [---] engagements "That's why I own: [--]. Food Delivery: $UBER $DHER. [--]. Marketplaces: $MELI [--]. Hardware/money: $TOST $KSPI Any others I should consider The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data - most hardware - maybe systems of record - security - marketplaces The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data -" [X Link](https://x.com/anyuser/status/2019895989465743773) 2026-02-06T22:08Z [--] followers, [---] engagements "The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data - most hardware - maybe systems of record - security - marketplaces" [X Link](https://x.com/anyuser/status/2019835536270324137) 2026-02-06T18:08Z 126.2K followers, 171.9K engagements "What software stocks you're buying Thinking could be a good entry into $CDNS $SNPS $MSFT $VEEV" [X Link](https://x.com/anyuser/status/2019135697622560838) 2026-02-04T19:47Z [--] followers, [---] engagements "$MA $V are thought of as the "Payment Networks" - a tax on global economy. While that's 100% true the other reality is: Value Added Service represent 44% of $MA revenue and 29% of $V revenue. Haven't done much work on it but curious don't VAS reduce quality of businesses $V $MA Networks probably not a bad place to be at this point. $V $MA Networks probably not a bad place to be at this point" [X Link](https://x.com/anyuser/status/2018614308905931183) 2026-02-03T09:15Z [--] followers, [--] engagements "$V $MA Networks probably not a bad place to be at this point" [X Link](https://x.com/anyuser/status/2018335064841453645) 2026-02-02T14:45Z [----] followers, [----] engagements "If Agents infinitely increase the number of cold calls won't the conversion collapse Who is the winner in the new wave 1) $GOOGL $MSFT building Agent to filter out noise 2) $META $GOOGL with performance ads 3) $CRM Integrated System of Records - for actual irl sales @sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became immediately clearfrontier models are already magical . The bottleneck (and differentiator) will always be context. @sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became" [X Link](https://x.com/anyuser/status/2018440748635500794) 2026-02-02T21:45Z [--] followers, [---] engagements "@sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became immediately clearfrontier models are already magical . The bottleneck (and differentiator) will always be context" [X Link](https://x.com/anyuser/status/2018327356771885522) 2026-02-02T14:15Z [----] followers, 10.9K engagements "Why is the consensus that the closed source model providers (Anthropic Open AI) are such a good business and valued so rich. Is the risk of commoditization already past us" [X Link](https://x.com/anyuser/status/2018095107719786556) 2026-02-01T22:52Z [--] followers, [--] engagements "Majority of OSS models think Kimi K2.5 are already on the level capable of doing most simple tasks. Application layers think Harvey or Lovable already hide the underlying model from the user. Anthropic blocking usage of models outside of Claude Code just confirms the risk" [X Link](https://x.com/anyuser/status/2018095109091320194) 2026-02-01T22:52Z [--] followers, [--] engagements "How in the age of slopacolypse the incumbent System of Record don't win $CRM $HUBS With the cost of sending cold email being near zero leads to tons of slop sent def nobody is gonna read and buy from those. How real human-to-human interactions don't win in that age. A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in A few random notes from claude coding quite a bit last" [X Link](https://x.com/anyuser/status/2018091764314230989) 2026-02-01T22:39Z [--] followers, [---] engagements "A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now a bit sheepishly telling the LLM what code to write. in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful especially once you adapt to it configure it learn to use it and wrap your head around" [X Link](https://x.com/anyuser/status/2015883857489522876) 2026-01-26T20:25Z 1.8M followers, 7.6M engagements "Disclosure: I own a spec position at $CRM down around 10%" [X Link](https://x.com/anyuser/status/2018092002248733132) 2026-02-01T22:40Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Larti22 Karl PronixKarl Pronix posts on X about agents, ai, $crm, in the the most. They currently have [-------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks technology brands finance
Social topic influence agents, ai, $crm, in the, anthropic, model, $msft, money, $googl, meta
Top assets mentioned Salesforce Inc (CRM) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Toast, Inc. (TOST) Mastercard, Inc. (MA) HUBSPOT, INC. (HUBS) Metadium (META) Cadence Design Systems Inc (CDNS) Synopsys, Inc. (SNPS) Veeva Systems, Inc. (VEEV) Uber Technologies, Inc. (UBER) MercadoLibre Inc (MELI) Kaspi.kz Joint Stock Company (KSPI) Crocs, Inc. (CROX) Atlassian Corporation PLC (TEAM) DraftKings Inc. Class A Common Stock (DKNG) Flutter Entertainment plc (FLUT)
Top posts by engagements in the last [--] hours
"@QualityInvest5 $GOOGL $CROX and $META [--] largest positions account for more than 60% of portfolio"
X Link 2024-12-15T14:08Z [--] followers, [---] engagements
"@grok @Mile20x @BoringBiz_ @atxurbanist @grok what would be the Warren Buffet net worth had he not donated majority of his stock"
X Link 2025-11-27T18:42Z [--] followers, [---] engagements
"@QualityInvest5 Misalignment of incentives among Netflix and WBD IP. To maximise the monetization of IP WBD wants to sell to the larger pool of providers while Netflix wants the opposite - have it unique"
X Link 2026-01-23T12:07Z [--] followers, [---] engagements
"@QualityInvest5 $TOST vertical SaaS with fintech arm integrated across the whole restaurant operations value chain"
X Link 2026-02-14T15:11Z [--] followers, [----] engagements
"How in the age of slopacolypse the incumbent System of Record don't win $CRM $HUBS With the cost of sending cold email being near zero leads to tons of slop sent def nobody is gonna read and buy from those. How real human-to-human interactions don't win in that age. A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in A few random notes from claude coding quite a bit last"
X Link 2026-02-01T22:39Z [--] followers, [---] engagements
"Why is the consensus that the closed source model providers (Anthropic Open AI) are such a good business and valued so rich. Is the risk of commoditization already past us"
X Link 2026-02-01T22:52Z [--] followers, [--] engagements
"Majority of OSS models think Kimi K2.5 are already on the level capable of doing most simple tasks. Application layers think Harvey or Lovable already hide the underlying model from the user. Anthropic blocking usage of models outside of Claude Code just confirms the risk"
X Link 2026-02-01T22:52Z [--] followers, [--] engagements
"If Agents infinitely increase the number of cold calls won't the conversion collapse Who is the winner in the new wave 1) $GOOGL $MSFT building Agent to filter out noise 2) $META $GOOGL with performance ads 3) $CRM Integrated System of Records - for actual irl sales @sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became immediately clearfrontier models are already magical . The bottleneck (and differentiator) will always be context. @sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became"
X Link 2026-02-02T21:45Z [--] followers, [---] engagements
"$MA $V are thought of as the "Payment Networks" - a tax on global economy. While that's 100% true the other reality is: Value Added Service represent 44% of $MA revenue and 29% of $V revenue. Haven't done much work on it but curious don't VAS reduce quality of businesses $V $MA Networks probably not a bad place to be at this point. $V $MA Networks probably not a bad place to be at this point"
X Link 2026-02-03T09:15Z [--] followers, [--] engagements
"What software stocks you're buying Thinking could be a good entry into $CDNS $SNPS $MSFT $VEEV"
X Link 2026-02-04T19:47Z [--] followers, [---] engagements
"@mukund Maybe show that company can be profitable not on the "Adjusted Operating Income""
X Link 2026-02-06T11:56Z [--] followers, [---] engagements
"@mukund On the GAAP basis $TEAM lost money"
X Link 2026-02-06T11:59Z [--] followers, [--] engagements
"That's why I own: [--]. Food Delivery: $UBER $DHER. [--]. Marketplaces: $MELI [--]. Hardware/money: $TOST $KSPI Any others I should consider The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data - most hardware - maybe systems of record - security - marketplaces The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data -"
X Link 2026-02-06T22:08Z [--] followers, [---] engagements
"@QualityInvest5 Prediction markets. Interesting to see from a business perspective how it's gonna play out. Few years ago a bunch of land-based casinos bros tried tech and attached $DKNG $FLUT and without much success. Now time of the tech guys to do the casino interesting will they succeed"
X Link 2026-02-14T15:14Z [--] followers, [---] engagements
"That's why I own: [--]. Food Delivery: $UBER $DHER. [--]. Marketplaces: $MELI [--]. Hardware/money: $TOST $KSPI Any others I should consider The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data - most hardware - maybe systems of record - security - marketplaces The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data -"
X Link 2026-02-06T22:08Z [--] followers, [---] engagements
"The current consensus view is saas is dead.presuming that's right the next interesting next question is What companies are "safe from ai" - handling money regulation - agents on top of company data - most hardware - maybe systems of record - security - marketplaces"
X Link 2026-02-06T18:08Z 126.2K followers, 171.9K engagements
"What software stocks you're buying Thinking could be a good entry into $CDNS $SNPS $MSFT $VEEV"
X Link 2026-02-04T19:47Z [--] followers, [---] engagements
"$MA $V are thought of as the "Payment Networks" - a tax on global economy. While that's 100% true the other reality is: Value Added Service represent 44% of $MA revenue and 29% of $V revenue. Haven't done much work on it but curious don't VAS reduce quality of businesses $V $MA Networks probably not a bad place to be at this point. $V $MA Networks probably not a bad place to be at this point"
X Link 2026-02-03T09:15Z [--] followers, [--] engagements
"$V $MA Networks probably not a bad place to be at this point"
X Link 2026-02-02T14:45Z [----] followers, [----] engagements
"If Agents infinitely increase the number of cold calls won't the conversion collapse Who is the winner in the new wave 1) $GOOGL $MSFT building Agent to filter out noise 2) $META $GOOGL with performance ads 3) $CRM Integrated System of Records - for actual irl sales @sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became immediately clearfrontier models are already magical . The bottleneck (and differentiator) will always be context. @sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became"
X Link 2026-02-02T21:45Z [--] followers, [---] engagements
"@sequoia 3/We started with a thesis: CRM should be reimagined with AI agents as the core user. It became immediately clearfrontier models are already magical . The bottleneck (and differentiator) will always be context"
X Link 2026-02-02T14:15Z [----] followers, 10.9K engagements
"Why is the consensus that the closed source model providers (Anthropic Open AI) are such a good business and valued so rich. Is the risk of commoditization already past us"
X Link 2026-02-01T22:52Z [--] followers, [--] engagements
"Majority of OSS models think Kimi K2.5 are already on the level capable of doing most simple tasks. Application layers think Harvey or Lovable already hide the underlying model from the user. Anthropic blocking usage of models outside of Claude Code just confirms the risk"
X Link 2026-02-01T22:52Z [--] followers, [--] engagements
"How in the age of slopacolypse the incumbent System of Record don't win $CRM $HUBS With the cost of sending cold email being near zero leads to tons of slop sent def nobody is gonna read and buy from those. How real human-to-human interactions don't win in that age. A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in A few random notes from claude coding quite a bit last"
X Link 2026-02-01T22:39Z [--] followers, [---] engagements
"A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now a bit sheepishly telling the LLM what code to write. in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful especially once you adapt to it configure it learn to use it and wrap your head around"
X Link 2026-01-26T20:25Z 1.8M followers, 7.6M engagements
"Disclosure: I own a spec position at $CRM down around 10%"
X Link 2026-02-01T22:40Z [--] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/x::Larti22