# ![@buildathesis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1982093193060749313.png) @buildathesis Build a Thesis

Build a Thesis posts on X about ai, $googl, $csuto, $csu the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1982093193060749313/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982093193060749313/c:line/m:interactions.svg)

- [--] Week [---------] +37%
- [--] Month [---------] +32,363%

### Mentions: [--] [#](/creator/twitter::1982093193060749313/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982093193060749313/c:line/m:posts_active.svg)

- [--] Week [--] +106%
- [--] Month [--] +271%

### Followers: [--] [#](/creator/twitter::1982093193060749313/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982093193060749313/c:line/m:followers.svg)

- [--] Week [--] +5%
- [--] Month [--] +8.60%

### CreatorRank: [---------] [#](/creator/twitter::1982093193060749313/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1982093193060749313/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  39.36% [stocks](/list/stocks)  38.3% [finance](/list/finance)  15.96% [exchanges](/list/exchanges)  1.06% [countries](/list/countries)  1.06% [social networks](/list/social-networks)  1.06% [fashion brands](/list/fashion-brands)  1.06% [cryptocurrencies](/list/cryptocurrencies)  1.06%

**Social topic influence**
[ai](/topic/ai) 34.04%, [$googl](/topic/$googl) 29.79%, [$csuto](/topic/$csuto) 26.6%, [$csu](/topic/$csu) #20, [$goog](/topic/$goog) 17.02%, [$toiv](/topic/$toiv) 13.83%, [$toi](/topic/$toi) #3, [$nvda](/topic/$nvda) 10.64%, [business](/topic/business) 9.57%, [googl](/topic/googl) 9.57%

**Top accounts mentioned or mentioned by**
[@ashton1nvests](/creator/undefined) [@deebosa](/creator/undefined) [@jaminball](/creator/undefined) [@varunvmalhotra](/creator/undefined) [@4drant](/creator/undefined) [@deusexdividend](/creator/undefined) [@r0ck3t23](/creator/undefined) [@leevalueroach](/creator/undefined) [@reladep](/creator/undefined) [@arnytrezzi](/creator/undefined) [@fromvalue](/creator/undefined) [@kalshi](/creator/undefined) [@googlemaps](/creator/undefined) [@notebooklm](/creator/undefined) [@geminiapp](/creator/undefined) [@gmail](/creator/undefined) [@nicoperjes](/creator/undefined) [@stonkmetal](/creator/undefined) [@hatedmoats](/creator/undefined) [@jerrycap](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Now Coin (NOW)](/topic/$now) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [HSBC Holdings PLC (HSBC)](/topic/$hsbc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CSU $TOI @dee_bosa @jaminball People who literally pay $12 for a salad made by someone else and $5 for it to be picked up by another human. .are asking why can't they vibe code their own erp. https://t.co/AIyHuuQ1qC @dee_bosa @jaminball People who literally pay $12 for a salad made by someone else and $5 for it to be picked up by another human. .are asking why can't they vibe code their own erp. https://t.co/AIyHuuQ1qC"  
[X Link](https://x.com/anyuser/status/2019622714785587262)  2026-02-06T04:02Z [--] followers, [---] engagements


"$NOW $CSU $TOI 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 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"  
[X Link](https://x.com/buildathesis/status/2021063291955708171)  2026-02-10T03:26Z [--] followers, [---] engagements


"Highly suspect the sell-off in $CSU.TO $CSU is related to the upcoming release of Anthropic's new AI model Sonnet [--] (rumored to be tomorrow). For those who aren't aware Anthropic makes the best coding LLM in the market at the moment called Claude Opus [---]. It's probably a good gamble that this will lead to a lower share price in the near term but I believe our thesis on reinvestment opportunities and moat of VMS remains strong. Will update based on the model's performance when it releases. https://twitter.com/i/web/status/2018724232457564636 https://twitter.com/i/web/status/2018724232457564636"  
[X Link](https://x.com/buildathesis/status/2018724232457564636)  2026-02-03T16:32Z [--] followers, [---] engagements


"Snippet from McKinsey's article indirectly addressing concerns of VMS customers vibe coding their own software overnight. It's not that easy to implement AI-enabled systems without a technical team and the TAM is expected to grow as well. $CSU $CSU.TO $TOI "Our survey highlights three core challenges hindering agentic AI adoption at scale: the complexity of integrating agentic AI with existing systems limited internal technical expertise or talent and growing concerns about agent security vulnerabilities. As a result agentic AI offers tech services providers two primary avenues for new"  
[X Link](https://x.com/buildathesis/status/2018905745681756636)  2026-02-04T04:33Z [--] followers, [---] engagements


"I like this take but I highly suspect this account's posts are AI-generated. I tried it myself using GPT [---] and here's what I got: """ Autonomy is impressive here but the quieter lesson is how much human supervision it still smuggles in. Yes a C compiler that builds the Linux kernel is a headline-worthy artifact. But read closely and you realize the agents did not mostly get left alone. They were enclosed in an environment saturated with human judgment: carefully curated tests hand-designed feedback channels bespoke synchronization rules and an oracle compiler used as a north star. The"  
[X Link](https://x.com/anyuser/status/2019697154798108970)  2026-02-06T08:58Z [--] followers, [---] engagements


"From $NOW's annual report. Seems pretty reasonable to me. "A critical insight emerging from this technological shift is that AI excels at analyzing data and generating information but transforming that information into business outcomes requires infrastructure that can orchestrate action across systems enforce governance policies and manage complex workflows. AI models can identify patterns make recommendations and surface insights but they cannot independently execute transactions route approvals update systems of record or support compliance with business rules and regulatory requirements."  
[X Link](https://x.com/anyuser/status/2019732611829293387)  2026-02-06T11:19Z [--] followers, [--] engagements


"$CSU $TOI $NOW. Human psychology doesnt change. If AI can cut software costs (assuming theyre 1% of revenues) by 50% while risking security vulnerabilities and feature bugs when built by non-technical people does it really justify developing in-house or is it better to outsource to the same software companies as usual Similarly just because you can assemble a burger doesnt mean everyone will stop going to McDonalds. Humans outsource things to do more and focus on the things that matter to them. @varunv_malhotra As you would expect said their customers want and trust them to add the AI and"  
[X Link](https://x.com/buildathesis/status/2021616765193830498)  2026-02-11T16:06Z [--] followers, [---] engagements


"I resonate strongly with this take "KPGs clients want an agent between themselves and the tax authorities. Switching to something new is a nightmare because the firm holds systems access history deadlines and a hundred small details that never make it into a data file. AI is likely to make the low-level work cheaper but it will not replace the accountability and trust that define the core relationship." $KPG $CSU $TOI $NOW P&R Real Value newsletter https://t.co/8L7zdSIeEy P&R Real Value newsletter https://t.co/8L7zdSIeEy"  
[X Link](https://x.com/buildathesis/status/2021630857963089928)  2026-02-11T17:02Z [--] followers, [--] engagements


""In all seriousness never underestimate that you literally CANNOT get people to use a piece of software for free. Difficult to change habits. Good luck to the new entrants disrupting $CSU $TOI Prove me wrong #software #habits" Sorry for stealing your post @4drant https://buildathesis.com In all seriousness never underestimate that you literally CANNOT get people to use a piece of software for free Difficult to change habits. Good luck to the new entrants disrupting $csu Prove me wrong https://t.co/CnQ2U2toq4 #software #habits https://buildathesis.com In all seriousness never underestimate"  
[X Link](https://x.com/buildathesis/status/2021634200282243331)  2026-02-11T17:15Z [--] followers, [---] engagements


"This post is going viral and will definitely contribute to the already negative SaaS sentiment. If what they say are true it's hard to believe that these engineers are leaving on the cusp of AGI (assuming true recursive self-improvement means AGI is guaranteed - all knowledge work is useless - the world economy instantly loses a large part of its value - millions of jobs lost overnight). Staying with the company means they get credited for being the creators of the last tool that humanity invents. Why would they leave Could it be just hype-posting Sure there could be other reasons. Not saying"  
[X Link](https://x.com/buildathesis/status/2021639306281202075)  2026-02-11T17:35Z [--] followers, [--] engagements


"RT @deusexdividend: A few months ago I laughed at this meme. Now I have become this meme"  
[X Link](https://x.com/anyuser/status/2021770445364855242)  2026-02-12T02:16Z [--] followers, [--] engagements


"$CSU $TOI $KPG.AX $NOW Happy to see institutional players noticing the SaaS sell-off and conducting research to debunk the doomsday narrative around enterprise software. Oversimplified and emotional narratives from those incentivised to push them capture attention; but as usual theres more than meets the eye. HSBC Can AI replace software The answers youve been looking for  Despite recent sensational AI market commentary key software vendors look set to flourish via embedded AI The Software Sector looks best positioned to use and deploy AI to significantly expand TAMs https://t.co/eTDff4iYIn"  
[X Link](https://x.com/buildathesis/status/2022375817645600814)  2026-02-13T18:22Z [--] followers, [---] engagements


"@r0ck3t23 I'm not sure that a model provider with a best-in-class LLM/"AI" will price it for cheap even if their operating costs decrease over time. When there's a true differentiator I think we can be quite certain that the companies will exercise their pricing power (see Claude Opus)"  
[X Link](https://x.com/buildathesis/status/2021629089648718138)  2026-02-11T16:55Z [--] followers, [--] engagements


"@leevalueroach Isn't the value of an analyst in figuring out what the right inputs are Doing the math has never been the hurdle"  
[X Link](https://x.com/buildathesis/status/2021633255901155527)  2026-02-11T17:11Z [--] followers, [---] engagements


"$CSU $CSU.TO $KPG.AX $TOI Why AI wont destroy existing software https://t.co/f9mWALHdGZ Why AI wont destroy existing software https://t.co/f9mWALHdGZ"  
[X Link](https://x.com/buildathesis/status/2019230893488107738)  2026-02-05T02:05Z [--] followers, [----] engagements


"If the recent rise in $CSU is related to this I find it surprising and somewhat reassuring that so much capital isnt willing to do their own research and relies on the comments of a big tech CEO to quell their fears. Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most"  
[X Link](https://x.com/buildathesis/status/2019231801454264810)  2026-02-05T02:09Z [--] followers, [---] engagements


"Good take. I suspect most SaaS doomers havent gone as deep into vibe coding as some of us have. Eventually it becomes a tangled mess of spaghetti code and an engineer gets called in to clean it up despite the you can do it all hype. But theres a case to be made for ever-improving models that can clean up the codebase better each time. // someone should interview engineers from vibe coding startups to understand if large complex pure vibe coded apps function well. https://twitter.com/i/web/status/2022380129146790100 https://twitter.com/i/web/status/2022380129146790100"  
[X Link](https://x.com/buildathesis/status/2022380129146790100)  2026-02-13T18:39Z [--] followers, [--] engagements


"good take on AIs impact on $CSU.TO $TOI.V @RelaDep @arny_trezzi @FromValue Yes more competition but it would have been lucrative if someone still could have cracked each $5mn market prior and they couldn't bc the issue is you can't wedge customers from their existing solutions. AI lowers cost to produce software but that doesn't offer any incremental @RelaDep @arny_trezzi @FromValue Yes more competition but it would have been lucrative if someone still could have cracked each $5mn market prior and they couldn't bc the issue is you can't wedge customers from their existing solutions. AI lowers"  
[X Link](https://x.com/buildathesis/status/1986076570151530912)  2025-11-05T14:22Z [--] followers, [----] engagements


"I wont judge $AAPL too harshly here. Theyre making a strategic pivot and concession. Their entire ecosystem can and will benefit tremendously from AI integration but to distract themselves creating a leading LLM is a bad idea and will severely impact their margins doing so playing a possibly losing game. Its a win-win for both companies. Excited to see what $AAPL builds with Gemini. $GOOGL $GOOG Apple's $1B annual check to Google is the most expensive admission of defeat in tech history. The company that builds custom silicon for everything just admitted they can't build a competitive LLM."  
[X Link](https://x.com/buildathesis/status/1986479841718464685)  2025-11-06T17:04Z [--] followers, [--] engagements


"@Kalshi ever heard of the greater fool theory"  
[X Link](https://x.com/buildathesis/status/1986480763450380483)  2025-11-06T17:08Z [--] followers, [---] engagements


"@Ashton_1nvests $CSU.TO"  
[X Link](https://x.com/buildathesis/status/1986494469919940785)  2025-11-06T18:02Z [--] followers, [---] engagements


"whats their moat talent and compute doesnt that sound awfully like $GOOG $GOOGL Everything about OpenAI's plan sounds absolutely fantastic. AS LONG AS THEY HAVE THE WORLD'S BEST AI The minute someone else overtakes them or open-source fully closes the gap the bubble will burst. ERGO - OpenAI has to be ahead in the AI race 100% of the time. Everything about OpenAI's plan sounds absolutely fantastic. AS LONG AS THEY HAVE THE WORLD'S BEST AI The minute someone else overtakes them or open-source fully closes the gap the bubble will burst. ERGO - OpenAI has to be ahead in the AI race 100% of the"  
[X Link](https://x.com/buildathesis/status/1986642360307229097)  2025-11-07T03:50Z [--] followers, [--] engagements


"LLMs are excellent self-critique tools. If you have a thesis that you are quite confident of put it to the test with an LLM"  
[X Link](https://x.com/buildathesis/status/1986825552351957431)  2025-11-07T15:58Z [--] followers, [--] engagements


"another gd read wrt AI on $CSU.TO $TOI.V which much of the drawdown is attributed to. Otherwise business as usual. $csu.to Valuation and growth - NTM fcf yield at 4% (no adj no SBC) - near 10Y lows - BoC rate at 2.25% - Historic fcf cagr 25% - Future fcf cagr 15% - Justified de-rating over last few months from peak to near trough multiples but this is where extraordinary returns (fcf $csu.to Valuation and growth - NTM fcf yield at 4% (no adj no SBC) - near 10Y lows - BoC rate at 2.25% - Historic fcf cagr 25% - Future fcf cagr 15% - Justified de-rating over last few months from peak to near"  
[X Link](https://x.com/buildathesis/status/1986843684814659841)  2025-11-07T17:10Z [--] followers, [---] engagements


"Incredible quarter by $CSU $CSU.TO. This ought to help w the re-rating pulling its spins up along w it $TOI.V $TOITF $CSU crushing its spin-out companies as shared with our readers Full recap coming out tomorrow on the S*bst*ck Standalone (including Altera) 26% EBITA growth excluding earn-out revaluations Lumine: +11% Topicus (excl. Asseco): +15% M&A pipeline subsequent to Sep [--] at 454m https://t.co/qNORo6agcM $CSU crushing its spin-out companies as shared with our readers Full recap coming out tomorrow on the S*bst*ck Standalone (including Altera) 26% EBITA growth excluding earn-out"  
[X Link](https://x.com/buildathesis/status/1986975440117112971)  2025-11-08T01:53Z [--] followers, [----] engagements


"$GOOG $GOOGL continues to push the frontier of LM research just as they did a few years back with the Transformers. Congratulations to the team An exciting new approach for doing continual learning using nested optimization for enhancing long context processing. An exciting new approach for doing continual learning using nested optimization for enhancing long context processing"  
[X Link](https://x.com/buildathesis/status/1986982783412305955)  2025-11-08T02:23Z [--] followers, [---] engagements


"whats the catalyst needed for a reversal though can we still trust management who bought shares at ATHs at the expense of returns and who has to now focus on reducing debt instead of purchasing shares; and how much control/what plan do they have for growing EBITDA since thats every companys goal just hearing about this stock a lot and not quite sure about the appeal"  
[X Link](https://x.com/buildathesis/status/1987137772566815135)  2025-11-08T12:38Z [--] followers, [----] engagements


"$GOOG $GOOGL is shipping like crazy. laying the groundwork and every component will be instantly upgraded with a model update to Gemini [--] 🚀 Here's what launched this week: The first hands-free conversational driving experience in @googlemaps built with Gemini Flashcards and Quizzes have started rolling out in the @NotebookLM Mobile App Deep Research in @GeminiApp can now pull info from @gmail 🚀 Here's what launched this week: The first hands-free conversational driving experience in @googlemaps built with Gemini Flashcards and Quizzes have started rolling out in the @NotebookLM Mobile App"  
[X Link](https://x.com/buildathesis/status/1987211447701737672)  2025-11-08T17:31Z [--] followers, [---] engagements


"this is when generational wealth gets built. strap in for a wild day and scoop some quality $CSU.TO $CSU shares from impatient holders Well where were they three weeks ago Instead of coming up with models they'd better say: we've just followed the share price momentum 🤣 $CSU.TO $CSU https://t.co/fuqrRWAun3 Well where were they three weeks ago Instead of coming up with models they'd better say: we've just followed the share price momentum 🤣 $CSU.TO $CSU https://t.co/fuqrRWAun3"  
[X Link](https://x.com/buildathesis/status/1987871209695117519)  2025-11-10T13:13Z [--] followers, [---] engagements


"I think by the time anyone (non-programmers) can build Facebook/X-level/vertical market software with AI we will have far bigger things to worry about. And by that I mean its unlikely to happen. $CSU $CSU.TO $TOI.V $TOITF @NicoperJES @stonkmetal I might have an unpopular take. AI fears are likely overplayed because it sells well. If AI can replace what CSU is doing now aka build reliable scalable production software without much technical input hear and empathise with customers concern leverage existing data to @NicoperJES @stonkmetal I might have an unpopular take. AI fears are likely"  
[X Link](https://x.com/buildathesis/status/1987909625216483567)  2025-11-10T15:46Z [--] followers, [----] engagements


"Specialisation (where ppl do what they are best at) is whatll keep $CSU $CSU.TO and its spins around for a long time to come. Building good software takes time even with AI tools. Iteration speed will increase but so will bugs (errors) from AI-generated code. Will Constellation be around for the next [--] years I believe so. Will AI reduce their variable costs Yes. Will AI increase their productivity Yes. Will AI impact their acquisition skills Thats irrelevant. This requires human relationships built over decades and CSU is a master at that. If anything it helps them filter through content"  
[X Link](https://x.com/buildathesis/status/1987909725460353111)  2025-11-10T15:46Z [--] followers, [---] engagements


"@Ashton_1nvests $CSU.TO"  
[X Link](https://x.com/buildathesis/status/1988081255112732838)  2025-11-11T03:08Z [--] followers, [---] engagements


"to the $CSU bears if you are in the midst of selling or have sold could you share what made you sell/want to sell thought it'll help both parties get to a more objective and rational state. we $CSU.TO (bulls) could be missing something that the bears are seeing. im personally fairly confident of their future. $TOI.V $TOITF @HatedMoats Some of the skepticism makes sense. Mark leaving is a legit drag. The vibe coding is probably not super meaningful. AI yeah.ok. But if we were 20% over priced. A 20% fall is to rational levels. Then mark bounces and we should take maybe a 10% haircut @HatedMoats"  
[X Link](https://x.com/buildathesis/status/1988283298058313953)  2025-11-11T16:30Z [--] followers, [---] engagements


"interesting insight on how Microsoft thinks about returns. quite enjoy this take by Satya $MSFT $GOOG $GOOGL Dwarkesh and Dylan Patel got Satya to actually answer the hard questions about Microsoft's AI strategy. A few things that stood out: [--]. On losing coding assistant market share from 100% to 25% in one year: "I love this chart for so many reasons. One is we're still on the top. https://t.co/ibVvDfbjwH Dwarkesh and Dylan Patel got Satya to actually answer the hard questions about Microsoft's AI strategy. A few things that stood out: [--]. On losing coding assistant market share from 100% to"  
[X Link](https://x.com/buildathesis/status/1988898489619661275)  2025-11-13T09:15Z [--] followers, [---] engagements


"Just like how AI is not just ChatGPT/Gemini we shouldnt group all value investors under the broad category of looking for cheap P/E Value investing to me is simply paying less (price) than what something is worth (value). And cash flow growth is a part of that equation. There are two kinds of value investors: - Those who can do basic math and have critical thinking skills. - Those who look for a low trailing P/E. There are two kinds of value investors: - Those who can do basic math and have critical thinking skills. - Those who look for a low trailing P/E"  
[X Link](https://x.com/buildathesis/status/1988921512489889850)  2025-11-13T10:46Z [--] followers, [--] engagements


"hearsay Gemini [--] is seen in Googles Gemini Canvas feature evident by that impressive UI design performance. expect Gemini [--] to be a very good catalyst for $GOOG $GOOGL in the near term Im guessing that OpenAI learnt about this and tried to capture the narrative by releasing GPT5.1 ahead of time clearly rushed without a model card and benchmark metrics that they usually prepare. Gemini [---] is here 🙀🫨 Esthetic and informative design. Low slop factor. https://t.co/QqSalHZDSU Gemini [---] is here 🙀🫨 Esthetic and informative design. Low slop factor. https://t.co/QqSalHZDSU"  
[X Link](https://x.com/buildathesis/status/1988964534648987810)  2025-11-13T13:37Z [--] followers, [---] engagements


"@JerryCap imo not until gemini [--] genie [--] (for GA) nano banana [--] models comes out tho"  
[X Link](https://x.com/buildathesis/status/1989028632883589468)  2025-11-13T17:52Z [--] followers, [----] engagements


"the legend himself has given $GOOG $GOOGL a vote of confidence. his estimated avg price is [---]. he joins many other super investors like Li Lu and Seth Klarman. @sundarpichai hinted that Gemini [--] might come out on Nov [--]. initial tests has displayed significant improvement over other models and their previous flagship. His final investing decision was to buy Google. I think thats beautiful His final investing decision was to buy Google. I think thats beautiful"  
[X Link](https://x.com/buildathesis/status/1989546113683300840)  2025-11-15T04:08Z [--] followers, [---] engagements


"@SixSigmaCapital $GOOG $GOOGL; theres so many hidden gems in this company that hasnt been realised by investors. its in a non-serious way the best AI + non-AI play"  
[X Link](https://x.com/buildathesis/status/1989599867325616411)  2025-11-15T07:42Z [--] followers, [---] engagements


"@Angaisb_ Hes great and so is the entire Google DeepMind team Jules team NotebookLM team Waymo team and many more who work behind the scenes tirelessly to make Google a better company every day"  
[X Link](https://x.com/buildathesis/status/1989734721392451888)  2025-11-15T16:38Z [--] followers, [----] engagements


"a well written take on this rather controversial topic $GOOGL $GOOGL $NVDA $MSFT $AMZN Dear AI bears: this is not the dot-com bubble [---] Why todays AI build-out looks nothing like [----] and what that means for investors Every time the Nasdaq makes new highs bears compare the AI revolution to the dot-com bubble. Its an easy comparison but if you actually look https://t.co/9qdtMjk44N Dear AI bears: this is not the dot-com bubble [---] Why todays AI build-out looks nothing like [----] and what that means for investors Every time the Nasdaq makes new highs bears compare the AI revolution to the"  
[X Link](https://x.com/buildathesis/status/1990092431019376963)  2025-11-16T16:19Z [--] followers, [--] engagements


"building a satisfactory application for a human client is a hard-to-verify problem. VMS also work w proprietary data and tools that are likely out of distribution from the core dataset. $CSU $CSU.TO $SGN.WA $TOI.V $TOITF Sharing an interesting recent conversation on AI's impact on the economy. AI has been compared to various historical precedents: electricity industrial revolution etc. I think the strongest analogy is that of AI as a new computing paradigm (Software 2.0) because both are Sharing an interesting recent conversation on AI's impact on the economy. AI has been compared to various"  
[X Link](https://x.com/buildathesis/status/1990118654596513826)  2025-11-16T18:03Z [--] followers, [---] engagements


"$CSU $CSU.TO $TOI.V https://open.spotify.com/episode/3sMTzPDtfoBiT2ugf70IhRsi=i_fTloQlRPK1oW82IA62bw&context=spotify%3Ashow%3A417NPBWqtMbDU0FlWZTRDC https://open.spotify.com/episode/3sMTzPDtfoBiT2ugf70IhRsi=i_fTloQlRPK1oW82IA62bw&context=spotify%3Ashow%3A417NPBWqtMbDU0FlWZTRDC"  
[X Link](https://x.com/buildathesis/status/1990397389178274111)  2025-11-17T12:31Z [--] followers, [----] engagements


"@KobeissiLetter what are the fundamentals of a digital coin"  
[X Link](https://x.com/buildathesis/status/1990633482129977539)  2025-11-18T04:09Z [--] followers, [----] engagements


"its coming out today $GOOG $GOOGL Im cautiously optimistic about it tho I fear it might have been overhyped Gemini Gemini"  
[X Link](https://x.com/buildathesis/status/1990641967471210611)  2025-11-18T04:43Z [--] followers, [---] engagements


"emphasis on "trained and inferenced on TPUs". $NVDA's moat is really threatened here. $GOOG $GOOGL If these leaked benchmarks for Gemini [--] Pro are correct (could not verify yet) $GOOGL about to drop a model that dwarfs other models and claims the num [--] spot while being both trained and inferenced on TPUs. $GOOGL about to disrupt the whole AI supply chain with its full stack. https://t.co/nAIFbfy4a8 If these leaked benchmarks for Gemini [--] Pro are correct (could not verify yet) $GOOGL about to drop a model that dwarfs other models and claims the num [--] spot while being both trained and"  
[X Link](https://x.com/buildathesis/status/1990783817716846852)  2025-11-18T14:07Z [--] followers, [---] engagements


"love a rational CEO who doesn't go around making shady deals like $NVDA and OpenAI $GOOG $GOOGL $GOOGL CEO Sundar Pichai basically admits the AI cycle has irrational pockets but the underlying economy being built around compute power & automation is still one of the most durable industrial expansions of our era. AI is becoming the core input of productivity the same way https://t.co/yjTJurH4Hb $GOOGL CEO Sundar Pichai basically admits the AI cycle has irrational pockets but the underlying economy being built around compute power & automation is still one of the most durable industrial"  
[X Link](https://x.com/buildathesis/status/1990787698093863036)  2025-11-18T14:22Z [--] followers, [---] engagements


"@VraserX might be just me but your posts have been oddly biased against Google; why not simply encourage model improvements from any company your critique is on pricing and Im w you on that but fumbled"  
[X Link](https://x.com/buildathesis/status/1990816718550085996)  2025-11-18T16:17Z [--] followers, [----] engagements


"@DeepSailCapital $JDG.L serial acquirer track record of good capital allocation CEO owns 10% of shares stock down on reduction in US funding well always need scientific instruments. hard to see things getting worse from here"  
[X Link](https://x.com/buildathesis/status/1990819304741482624)  2025-11-18T16:28Z [--] followers, [---] engagements


"having tried it I agree w this. you still need a human managing it. $CSU $CSU.TO $TOI $TOI.V it seems that we hit a wall in swe Im sure geminiii will do great building nice landing pages but it wont bring that much of a difference in terms of software engineering prove me wrong it seems that we hit a wall in swe Im sure geminiii will do great building nice landing pages but it wont bring that much of a difference in terms of software engineering prove me wrong"  
[X Link](https://x.com/buildathesis/status/1991007794074694042)  2025-11-19T04:57Z [--] followers, [---] engagements


"@benitoz agreed on all except everyone else scales on NVDA the implications of training a SOTA Gemini [--] that doesnt run on Nvidia GPUs is a huge signal to other labs to consider the alternative TPUs offered by Google"  
[X Link](https://x.com/buildathesis/status/1991025297832227189)  2025-11-19T06:06Z [--] followers, [----] engagements


"Nvidias relevance and dominance is under threat by Google and theyre desperately trying to lock in model providers into their chips and software ecosystem. Granted TPUs are still harder to use relative to Nvidias GPUs. $NVDA $GOOGL TPUs cost 70% less than GPU. If you wonder why Jensen is so actively paying billions to a myriad of startups to use GPUs still the answer lies in subsidising $NVDA business to stop migration to more cost-efficient solutions. This will work till $NVDA runs out of cash to do it TPUs cost 70% less than GPU. If you wonder why Jensen is so actively paying billions to a"  
[X Link](https://x.com/buildathesis/status/1991152540126429612)  2025-11-19T14:32Z [--] followers, [---] engagements


"$NVDA: Let me give you $100 so you give me back $100 for me to mark as revenue"  
[X Link](https://x.com/buildathesis/status/1991178107739672821)  2025-11-19T16:13Z [--] followers, [--] engagements


"$NVDA: Let me give you $100 so you give me back $100 for me to mark as revenue Also smart move since that means familiarity and reluctance to swap from their ecosystem"  
[X Link](https://x.com/buildathesis/status/1991178686402367946)  2025-11-19T16:16Z [--] followers, [--] engagements


"imagine if $NVDA hadn't done all those shady circular deals; the revenue growth could've been lower $NVDA This deserves some scrutiny. Inventory rising as growth slows is normally a 🚩. https://t.co/KZmgKpG0g0 $NVDA This deserves some scrutiny. Inventory rising as growth slows is normally a 🚩. https://t.co/KZmgKpG0g0"  
[X Link](https://x.com/buildathesis/status/1991342986177966123)  2025-11-20T03:08Z [--] followers, [--] engagements


"Google made a brilliant deal here. Paid 3bn for the IP and talent of a company worth at least 10bn (if we conservatively value it at 1/3 of @cursor_ai recent valuation). Feels bad for Windsurf employees who didnt benefit from this though. i bet you don't know these https://t.co/dzj3vGYDQm i bet you don't know these https://t.co/dzj3vGYDQm"  
[X Link](https://x.com/buildathesis/status/1991493677110448292)  2025-11-20T13:07Z [--] followers, [--] engagements


"The beauty of Googles new image gen model is that it has real-world use cases (unlike Sora) ranging from commercials for enterprise to infographics to help students learn better. Its incredible what the Google DeepMind team has done. Thanks for your leadership Jeff Today we're launching a major upgrade to the image generation capabilities of our Gemini [--] model. Gemini [--] Pro Image can generate an incredible array of realistic imagery complex visuals infographics and more. Here are some examples: Show me a chart of the solar system and https://t.co/K3fDoQBOh7 Today we're launching a major"  
[X Link](https://x.com/buildathesis/status/1991531925824319633)  2025-11-20T15:39Z [--] followers, [---] engagements


"Gemini [---] Pro in @antigravity just built my landing page for free. Huge shout to @_mohansolo for building Antigravity and @demishassabis for the incredible model. Antigravity has huge potential to replace Cursor for me (since it hosts other models and the code approval UI is great) once the few nits in relation to model terminating abruptly are fixed"  
[X Link](https://x.com/buildathesis/status/1991536037613776973)  2025-11-20T15:56Z [--] followers, [--] engagements


"this is really important. each time you double down and see the price increase afterwards you learn to never sell even when it eventually goes to 💩 The greatest trick the market plays on beginners is making you think luck is skill. It waits for you to double or triple down on your next bet and then it teaches you your first lesson. The greatest trick the market plays on beginners is making you think luck is skill. It waits for you to double or triple down on your next bet and then it teaches you your first lesson"  
[X Link](https://x.com/buildathesis/status/1991686292619555071)  2025-11-21T01:53Z [--] followers, [--] engagements


"studio photographers jobs are also threatened now; As a $GOOG shareholder glad that Google is capturing more markets but scared for the future of many peoples livelihoods. Created with Nano Banana Pro On one hand the artist with me is giddy with creative ideas. On the other hand I'm absolutely fkn terrified. Prompt below 👇 https://t.co/NCpcqvcFlG Created with Nano Banana Pro On one hand the artist with me is giddy with creative ideas. On the other hand I'm absolutely fkn terrified. Prompt below 👇 https://t.co/NCpcqvcFlG"  
[X Link](https://x.com/buildathesis/status/1992182594075808149)  2025-11-22T10:45Z [--] followers, [--] engagements


"I worry about this for $CSU.TO and $TOI.V. Otherwise business as usual. I will repeat this again. If you are just getting into coding now you are extremely early. Seasoned devs are too stuck in their ways to realize the shift that happened. Therefore stay open to learning new things because anyone can code now. I will repeat this again. If you are just getting into coding now you are extremely early. Seasoned devs are too stuck in their ways to realize the shift that happened. Therefore stay open to learning new things because anyone can code now"  
[X Link](https://x.com/buildathesis/status/1992193234114916409)  2025-11-22T11:27Z [--] followers, [---] engagements


"nano banana pro feels like the GPT-moment for all things photo-post-processing obsessed with these annotated diagrams. made all of them with nano banana pro. google cooked. https://t.co/PU8ynAG9MI obsessed with these annotated diagrams. made all of them with nano banana pro. google cooked. https://t.co/PU8ynAG9MI"  
[X Link](https://x.com/buildathesis/status/1992193849775767829)  2025-11-22T11:30Z [--] followers, [--] engagements


"if Googles AI dominance was to be threatened by OpenAI itll be this although they have quite a few of these already if you consider their partnership w Microsoft. But this also highlights $GOOG s strengths. Their workspace suite has been perfected over the years and Gemini models can instantly improve all of them at once. I don't think Gemini [--] is the biggest risk to OpenAI right now. I work in a 1500-person company with both Google Workspace and ChatGPT Enterprise licenses for everyone. Based on what I see if I were OpenAI for the enterprise market I would: [--]. Prioritize beating Nano Banana"  
[X Link](https://x.com/buildathesis/status/1992267990067564592)  2025-11-22T16:24Z [--] followers, [--] engagements


"funny how sentiment follows price. not happy about the insane price movements lately; Will much rather a gradual progression to suggest we are drawing in the right investors Happy Monday. $googl https://t.co/Cl4NMRaiQw Happy Monday. $googl https://t.co/Cl4NMRaiQw"  
[X Link](https://x.com/buildathesis/status/1993158588521673076)  2025-11-25T03:23Z [--] followers, [--] engagements


"Love the improvement with Gemini3 thus far; Great work to the entire team. Think there are some things that can be learnt from ChatGPT and other nits: [--]. When an image is too zoomed out it doesn't do run-time image processing to zoom in to ensure that it sees the details perfectly and instead assumes it has understood the image properly. [--]. Personalisation; Some menu in the Gemini app to indicate length of response and tone could help attract more users. // non-gpt-inspired stuff [--]. Gemini for coding likes to terminate early after saying something like "I will implement XX now." and then does"  
[X Link](https://x.com/buildathesis/status/1993262178695365010)  2025-11-25T10:15Z [--] followers, [----] engagements


"@osanseviero I think OpenAI and Anthropic are doing quite a lot of things right in the dev side (ie documentation and options) know you guys are busy but spending some time playing with their API and finding AFIs can help Gemini API get better"  
[X Link](https://x.com/buildathesis/status/1993262864375677085)  2025-11-25T10:17Z [--] followers, [--] engagements


"good article from TPU co-designer. theres no doubt that $NVDA s chips will be around for quite a while and theyre certainly going to continue delivering double digit earnings growth. the question is; How much of that perfect earnings are priced in without reflecting the threats of $GOOGL s TPUs as an alternative they cant possibly maintain the incredibly growth they had in the past fat margins breed competition and growth will inevitably slow. A careful study of whether $NVDA s current share price has already accounted for their years of future double digit earnings growth can help us make an"  
[X Link](https://x.com/buildathesis/status/1993533890833924182)  2025-11-26T04:14Z [--] followers, [---] engagements


"On Judges Scientific's recent CEO change: "Most recently Tim spent [--] years as Divisional CEO with Halma plc where he chaired portfolios of technology companies based in the UK Europe USA and China operating in a diverse range of scientific and industrial sectors. Throughout this period Tim continued the trend of driving strong growth and gained direct experience in acquisitions and mergers." $JDG.L https://www.investormeetcompany.com/companies/judges-scientific-plc/rns/2577080/view https://www.investormeetcompany.com/companies/judges-scientific-plc/rns/2577080/view"  
[X Link](https://x.com/buildathesis/status/1993610490988102108)  2025-11-26T09:19Z [--] followers, [--] engagements


"cant agree more. $GOOG $GOOGL @VenkatP1359 I wouldn't say that but I think we are in the year of $NVDA peak margin. In the long term there is no doubt that custom silicon will be a big market share winner although the whole pie will also grow. @VenkatP1359 I wouldn't say that but I think we are in the year of $NVDA peak margin. In the long term there is no doubt that custom silicon will be a big market share winner although the whole pie will also grow"  
[X Link](https://x.com/buildathesis/status/1994605846928760977)  2025-11-29T03:14Z [--] followers, [----] engagements


"$GOOG $GOOGL is currently the best positioned to create a truly usable pair of smart glasses given their hardware expertise w Pixels and software expertise w Gemini and their suite of Google applications (Google Maps Google Meet YouTube etc). Meta had the vision but lacked the software support. Apple has incredible hardware but lacks Googles software. Though I am confident $AAPL will make a very compelling pair of smart glasses given their unparalleled hardware development skills and leveraging $GOOGL Geminis and their own apps ecosystem. $goog quietly cooked up a monster release for 2026."  
[X Link](https://x.com/buildathesis/status/2000541673601007873)  2025-12-15T12:21Z [--] followers, [---] engagements


"Googles new Gemini [--] Flash beats Claude Sonnet [---] across most benchmarks at a tiny fraction of the cost. Incredible cost-speed-intelligence value here. $GOOG $GOOGL [--] Flash delivers frontier performance on benchmarks like GPQA Diamond - evaluating PhD-level reasoning and Humanitys Last Exam testing broad expert knowledge. Its state-of-the-art on MMMU Pro with a score comparable to [--] Pro - easily analyzing inputs across videos and https://t.co/KokeTQOvNj [--] Flash delivers frontier performance on benchmarks like GPQA Diamond - evaluating PhD-level reasoning and Humanitys Last Exam testing broad"  
[X Link](https://x.com/buildathesis/status/2001323659936591901)  2025-12-17T16:08Z [--] followers, [---] engagements


"1. AI is not going to replace VMS. [--]. Mark Miller has been with Mark Leonard since the start and the disciplined decentralised acquisition culture will live on. High quality management with incentives aligned with shareholders and a simple effective business model. One of the rare opportunities that will do well in the future. $CSU.TO If that's not confidence I don't know what is. $CSU.TO https://t.co/zPU4WEJyCi If that's not confidence I don't know what is. $CSU.TO https://t.co/zPU4WEJyCi"  
[X Link](https://x.com/buildathesis/status/2001509801386521082)  2025-12-18T04:28Z [--] followers, [--] engagements


"$CSU.TO $TOI.V You need real coding knowledge to vibe-code properly. https://t.co/2LRrFaaDeT You need real coding knowledge to vibe-code properly. https://t.co/2LRrFaaDeT"  
[X Link](https://x.com/buildathesis/status/2002243480173924728)  2025-12-20T05:03Z [--] followers, [---] engagements


"A similar parallel could be drawn with LLMs today; are we using one centralised app that connects multiple LLMs or are we just visiting the respective websites/apps Margins will also be low for $UBER since they no longer provide the service directly. Perhaps I didnt understand your point well enough but I think the thesis is not that simple. https://twitter.com/i/web/status/2002603073597026713 https://twitter.com/i/web/status/2002603073597026713"  
[X Link](https://x.com/buildathesis/status/2002603073597026713)  2025-12-21T04:52Z [--] followers, [---] engagements


"nice thread on $GOOGL $GOOG and how $NVDA s margins will slowly get eroded by alternative chip suppliers. Nvidia will do well in the future no doubt about that. But how much of it is priced in Read an expert call with a former Google chip engineer on NVIDIA's competitive position. His view: NVIDIA will lose market share in both training and inference. Here's why 🧵: https://t.co/BOhhgt8ZKU Read an expert call with a former Google chip engineer on NVIDIA's competitive position. His view: NVIDIA will lose market share in both training and inference. Here's why 🧵: https://t.co/BOhhgt8ZKU"  
[X Link](https://x.com/buildathesis/status/2002642887876776044)  2025-12-21T07:30Z [--] followers, [----] engagements


"1) Market is not always right 2) Multiple contraction is a very real thing (how much of the growth is priced in already) $MSFT's lost decade should be studied by every investor Dec 1999: Peak market cap $615B Trading at 31x sales & 79x P/E Dec 2014: Market cap $380B Trading at 4x sales & 17x P/E https://t.co/GH50iHOgHI $MSFT's lost decade should be studied by every investor Dec 1999: Peak market cap $615B Trading at 31x sales & 79x P/E Dec 2014: Market cap $380B Trading at 4x sales & 17x P/E https://t.co/GH50iHOgHI"  
[X Link](https://x.com/buildathesis/status/2003491879665692866)  2025-12-23T15:44Z [--] followers, [---] engagements


"It seems AI fears remain the prevailing commentary from bears on Constellation Software $CSU.TO. AI as per todays technology underperforms in niche domains due to not having been trained on it. VMS operates in niche domains. Mark Leonard also mentioned in the past to explore other options aside from VMS to reinvest capital. The beauty of Constellation stems from their quality management reputation as a permanent owner and long list of companies that theyre building relationships with for a potential future acquisition. Constellation Software is still in its largest drawdown ever. Current"  
[X Link](https://x.com/buildathesis/status/2007352865833267648)  2026-01-03T07:26Z [--] followers, [---] engagements


"Incredibly exciting news for Google. @BostonDynamics is arguably the best humanoid robot companies out there. Similar to Google instead of opting for machines over-optimised for flashy demos they chose to rethink how humanoid robots should work instead of simply mimicking how human bodies work. The end product is a versatile humanoid capable of completing general tasks and thats repairable and maintainable. Every design aspect is well thought through and this is the hallmark of a quality engineering team. Their partnership with @GoogleDeepMind means a fusion of the best engineering and"  
[X Link](https://x.com/buildathesis/status/2008579759186604186)  2026-01-06T16:41Z [--] followers, [--] engagements


"From the book The Compounders on Mark Miller $CSU.TO"  
[X Link](https://x.com/buildathesis/status/2009868837785874798)  2026-01-10T06:04Z [--] followers, [----] engagements


"Yes I am hearing that side of the argument as well. However most comments I've read defending it argue that it's overvalued solely by PE which is an unfair metric for a serial acquirer. I doubt most CSU investors are expecting the incredible returns that CSU has attained in the past and even by a drastically lowered future projection CSU seems decently valued to me now. How are you thinking about valuation here"  
[X Link](https://x.com/buildathesis/status/2012080193545126388)  2026-01-16T08:31Z [--] followers, [--] engagements


"Hm. I would focus more on NOPAT growth and I believe its stronger than whats suggested considering how much capital they have deployed recently. I would also assign a higher multiple if we consider historical valuations and the fact that I believe its going to be business as usual moving forward. But like you said who knows. Appreciate you sharing your thoughts https://twitter.com/i/web/status/2012167971775582431 https://twitter.com/i/web/status/2012167971775582431"  
[X Link](https://x.com/buildathesis/status/2012167971775582431)  2026-01-16T14:20Z [--] followers, [--] engagements


"$CSU's external growth engine via acquisitions is what makes it remarkable. The recent devaluation of SaaS in public markets should lead to a similar trend in private markets creating more acquisition targets that meet $CSU's hurdle rate (high ROIIC). The purchased software remains mission-critical and niche and I do not see it being replaced by AI anytime soon. $CSU.TO $TOI $TOI.V https://twitter.com/i/web/status/2013194995227058341 https://twitter.com/i/web/status/2013194995227058341"  
[X Link](https://x.com/buildathesis/status/2013194995227058341)  2026-01-19T10:21Z [--] followers, [---] engagements


"hard to imagine tariffs getting worse than it has been. I can think of one thatll benefit nicely from this if true: $WOSG $WOSG.L $WOSGF $TVK.TO $TVK having an AI bubble kinda helps drive their revenue too albeit indirectly"  
[X Link](https://x.com/buildathesis/status/1986480056081039585)  2025-11-06T17:05Z [--] followers, [---] engagements


"excited to see where this one goes. $WOSG $WOSG.L $WOSG.LN $WOSGF https://www.bloomberg.com/news/articles/2025-11-10/switzerland-moves-close-to-securing-improved-15-us-tariff-deal hard to imagine tariffs getting worse than it has been. I can think of one thatll benefit nicely from this if true: $WOSG $WOSG.L $WOSGF $TVK.TO $TVK having an AI bubble kinda helps drive their revenue too albeit indirectly https://www.bloomberg.com/news/articles/2025-11-10/switzerland-moves-close-to-securing-improved-15-us-tariff-deal hard to imagine tariffs getting worse than it has been. I can think of one thatll"  
[X Link](https://x.com/buildathesis/status/1988290878000296076)  2025-11-11T17:01Z [--] followers, [---] engagements


"the decline in price for $CSU.TO and $TOI.V is irrational especially if its in relation to AI fears. dont know whos selling but Im betting that its due to a non-business related reason. Scare around AI for $CSU.TO and software has been the mentally easiest drawdown for me to weather despite representing 55% of NAV. In a past life started [--] companies worked at many of big tech. Here's a list of topics to help folks gain informed views/conviction. 1/n Scare around AI for $CSU.TO and software has been the mentally easiest drawdown for me to weather despite representing 55% of NAV. In a past life"  
[X Link](https://x.com/buildathesis/status/2011896385042596118)  2026-01-15T20:20Z [--] followers, [---] engagements


"People who are calling $CSU.TO groupthink are missing the fact that shareholders are willing to consider whatever contradicts the thesis but none has been able to come up with a convincing argument as to why $CSU.TO s business will do poorly moving forward. Some thoughts on $CSU.TO as we reach these JUICY levels: Software is one of the smallest expense items for most companies. To justify incremental CAPEX on better software (including AI) the ROI must be material at the income statement level. The software $CSU owns is https://t.co/0cOoT4AddC Some thoughts on $CSU.TO as we reach these JUICY"  
[X Link](https://x.com/buildathesis/status/2012026427424850010)  2026-01-16T04:57Z [--] followers, [---] engagements


"$CSU and many quality companies are undergoing sell-offs when nothing fundamental has changed about the business. To stay rational it helps to look at historical prices. Investors in the company shown below had to wait over two years for the market to recognize its value. [--] years later the stock 90x-ed. The company is $AMZN. Only in hindsight without the noise of daily price action can we fully appreciate how operations improved even while the stock was cratering. Once convinced of a companys potential we should not focus on the short-term vicissitudes of its share price. This creates an"  
[X Link](https://x.com/buildathesis/status/2016949437659320818)  2026-01-29T18:59Z [--] followers, [---] engagements


"This is very impressive. With user feedback they can further improve the physics in this project to develop a great world model -- one that could bridge the sim-to-real gap (imagine the alternative of having to manually create a gamified real-world that encapsulates every aspect of the world. a very challenging task) needed for reinforcement learning in robotics. They also recently partnered with Boston Dynamics for research. Still executing well $GOOG $GOOGL Last August we previewed Genie 3: a general-purpose world model that turns a single text prompt into a dynamic interactive environment."  
[X Link](https://x.com/buildathesis/status/2017048012342935590)  2026-01-30T01:31Z [--] followers, [---] engagements


"This is what most people feel when they first try vibe coding. The time to value is incredibly quick. However when your custom solutions start incorporating more external services/APIs storage of complex customer and company data or as the app grows the required context quickly exceeds the available window and the agent often loses coherence without proper handholding from the user. Those who choose this path without technical assistance often end up integrating a custom tool that seems to work great at first but starts breaking down when things actually matter: security vulnerabilities slow"  
[X Link](https://x.com/buildathesis/status/2017127227763347894)  2026-01-30T06:46Z [--] followers, [---] engagements


"forgive me adding some tags to hopefully draw the right crowd: $TVK.TO $WOSG.L $HARVIA $TOI.V $CSU I'm looking for investors who actl study stocks to give feedback on my app. I didn't like how expensive finance tools are for retail investors and so I made my own. Free financial data (no card just sign in) filings dcf calculator in-depth company analysis tools curated latest news as well as @perplexity_ai powered inline-chat for you to ask questions while looking through financial data and many more features link in bio or. visit buildathesis(.)com very surface level features for now. bugs"  
[X Link](https://x.com/buildathesis/status/1987924003491827845)  2025-11-10T16:43Z [--] followers, [---] engagements


"$HARVIA Sweating in elite new supersize saunaswith anywhere from one to [--] other peopleproduces a unique sort of connection. Welcome to the new networking space: 🔗 https://t.co/BMIBPrrWkG https://t.co/QEnQPGGsc1 Sweating in elite new supersize saunaswith anywhere from one to [--] other peopleproduces a unique sort of connection. Welcome to the new networking space: 🔗 https://t.co/BMIBPrrWkG https://t.co/QEnQPGGsc1"  
[X Link](https://x.com/buildathesis/status/1989581706572226964)  2025-11-15T06:30Z [--] followers, [---] engagements


"Saunas are entering mainstream awareness. $HARVIA After sauna 🧘♂😅 https://t.co/Cx9iBWoPla After sauna 🧘♂😅 https://t.co/Cx9iBWoPla"  
[X Link](https://x.com/buildathesis/status/2002215699008352721)  2025-12-20T03:13Z [--] followers, [--] engagements


""With the emergence of agentic AI the total tech services market is expected to grow by [--] to [--] percent annually over the next five years reaching $1.6 trillion to $1.9 trillion by [----] outpacing the previous pregen/agentic AI estimates of [--] to [--] percent CAGR." I expect customers to reach out to VMS like $CSU $CSU.TO $TOI companies for more add-on AI -enabled services providing a wave of organic growth opportunities on top of the increasing acquisition opportunities due to the ongoing SaaS sell-off (yes even in the private market). Contrary to popular belief the future for VMS looks bright."  
[X Link](https://x.com/buildathesis/status/2018907206604017668)  2026-02-04T04:39Z [--] followers, [--] engagements


"RT @3Plantey2: Nothing. Ever. Happens. Nothing new. Just a bunch of already existing peripheral software bundled into the website/app/api"  
[X Link](https://x.com/anyuser/status/2019621772312867327)  2026-02-06T03:58Z [--] followers, [--] engagements

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