[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @tijnless Mart Mart posts on X about agencies, $app, cash flow, databricks the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::2499342391/interactions)  - X Months XXXXX +36% ### Mentions: XX [#](/creator/twitter::2499342391/posts_active)  ### Followers: XXX [#](/creator/twitter::2499342391/followers)  - X Months XXX +1.40% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2499342391/influencer_rank)  ### Social Influence [#](/creator/twitter::2499342391/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [agencies](/list/agencies) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) **Social topic influence** [agencies](/topic/agencies), [$app](/topic/$app), [cash flow](/topic/cash-flow), [databricks](/topic/databricks), [ecommerce](/topic/ecommerce), [meta](/topic/meta), [interpublic](/topic/interpublic), [omnicom](/topic/omnicom), [nvda](/topic/nvda), [$nvda](/topic/$nvda) **Top assets mentioned** [Applovin Corporation (APP)](/topic/$app) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hundred Million (100M)](/topic/$100m) [Metadium (META)](/topic/$meta) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts [#](/creator/twitter::2499342391/posts) --- Top posts by engagements in the last XX hours "3. Adtech M&A is roaring too Deal volume jumped XX% YoY in ad-tech M&A during early 2025strategics and PE are buying measurement DSP and creator platforms at speed"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482832101224544) 2025-07-24 20:38:02 UTC XXX followers, X engagements "The paradox EU nations grant millions of residence permitsbut are losing their own citizens. Are permit counts masking a deeper emigration tide"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948395248704438673) 2025-07-24 14:50:01 UTC XXX followers, XX engagements "6. Holding co restructuring accelerates risk WPPs creation of VML (merging VMLY&R & Wunderman Thompson) and WPPs merger of Hill & Knowlton with Burson shows how agencies are simplifying delivery through scale"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482841509331288) 2025-07-24 20:38:05 UTC XXX followers, X engagements "Agency consolidation has hit a new gear 🔄 Omnicom is acquiring Interpublic for $13.25B WPP merged VMLY&R & Wunderman Thompson Havas and Publicis are doubling down on acquisitions and PE is pouring into creator/influencer economy brands. Heres what this means: 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482823243137474) 2025-07-24 20:38:00 UTC XXX followers, XX engagements "Everyones calling AI the next industrial revolution. But look closer and its starting to feel like 1999 all over again: 🚀 Soaring valuations 📈 Irrational spending 📉 Negative cash flow 💡 No clear business model This might not end how most investors think 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948487212166758711) 2025-07-24 20:55:27 UTC XXX followers, XX engagements "3.Realization rates are dropping Realizationthe gap between billed and collected feesfell from XX% in early 2023 to XX% by mid2024. That erodes profits even with higher rates"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948863663567503504) 2025-07-25 21:51:20 UTC XXX followers, X engagements "5. Private Equity driving creator economy consolidation Creator/influencer economy M&A surged XX% in H1 2025 with agencies and media firms buying startups to own distribution and monetization. Publicis Summit PSG are active here"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482838384300071) 2025-07-24 20:38:04 UTC XXX followers, XX engagements "1. Nvidia = Cisco Nvidia ($NVDA) is now worth more than the entire German stock market. Its 2025 revenue guidance is up yes. But multiple AI startups admit theyve bought way more GPUs than they can use. In 2000 Cisco was the same"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948487214905569663) 2025-07-24 20:55:27 UTC XXX followers, XX engagements "Youve probably seen it: friends colleagueseven strangerspacking up for Dubai Abu Dhabi or the UAE. But this isnt anecdotal. Its a migration wave backed by cold hard numbers: Heres whats really happening and why it matters 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948395235245015326) 2025-07-24 14:49:58 UTC XXX followers, XX engagements "3. Google opens the floodgates Veo X is now available via Gemini API & Vertex AI preview not just closed-lab demos Early adopters (adtech startups mid-sized agencies) can test and scale visuals immediately"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948107580452299015) 2025-07-23 19:46:55 UTC XXX followers, XX engagements "7. For advertisers & startups Test premium creatives without big budgets Enter global campaigns with localized AI videos Outpace competitors with weekly A/B content iterations Track cost-per-impression ROI with scalable production"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948107593291108677) 2025-07-23 19:46:58 UTC XXX followers, XX engagements "7. Industry-wide pressures + AI automation WPPs GroupM is reorganizing media behind the scenes; TBWAs Oceania leadership shake-up is tied to regional agency realignment as AI amplifies automation"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482844655059364) 2025-07-24 20:38:05 UTC XXX followers, XX engagements "Youve probably heard of Snowflake. Its Databricks biggest rival. Key difference Snowflake = built for structured SQL-first data Databricks = built for unstructured messy ML-first data AI demands the second one"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1947741960829080042) 2025-07-22 19:34:05 UTC XXX followers, XX engagements "Every AI product starts with one thing: data. And most companies data is a disaster. Databricks offers a way to turn that chaos into structured usable fuel for AI without needing XX other tools. Thats why its infrastructure gold"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1947741956127277259) 2025-07-22 19:34:04 UTC XXX followers, XX engagements "6.Analyst sentiment: Bullish Citi Jefferies and Benchmark: Top Pick Price targets range $500$600 XX of XX analysts rate it Buy or Strong Buy $APP now viewed as a leader in AI monetization infrastructure"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101025589551332) 2025-07-23 19:20:53 UTC XXX followers, XX engagements "Veo X might be Googles most disruptive AI launch yet. It can generate full ad campaigns in minutes for X% of the cost. If you run a brand or agency this is not just a new tool. Its an existential shift. 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948107568888566023) 2025-07-23 19:46:53 UTC XXX followers, XX engagements "2. More to come says Michael Kassan The head of 3C Ventures predicts further agency megadeals in 2025perhaps on par with OmnicomIPGdriven by the need for scale and efficiency"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482829484261871) 2025-07-24 20:38:02 UTC XXX followers, X engagements "8. Why investors should pay attention Consolidation = pricing power for mega-holdcos Owning ad-tech means more margin and recurring revenue Independent agencies capitalizing on nimble creative-first niches AI workflows making smaller shops scalable"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482847376838847) 2025-07-24 20:38:06 UTC XXX followers, XX engagements "1.Core product: Axon XXX AppLovins AI ad engine makes real-time decisions on ad placement value and creative matching across gaming apps and now e-commerce. It learns and optimizes at massive scale no human input required"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101011970621474) 2025-07-23 19:20:49 UTC XXX followers, XXX engagements "machine Q1 2025 free cash flow: $826M Operating cash flow: $832M Thats more free cash in one quarter than most SaaS companies make in a year. $APP is printing money while reinvesting heavily in Axon and infra"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101018039763292) 2025-07-23 19:20:51 UTC XXX followers, XX engagements "5.Beyond gaming: e-commerce & web AppLovin is now using Axon to enter non-gaming verticals: E-commerce ads: $100M revenue in Q424 alone Web-based ad platform expected to hit $1B run rate This is expanding TAM and diversifying risk"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101023060361564) 2025-07-23 19:20:52 UTC XXX followers, XXX engagements "2.Whats driving the numbers Q3 2025 (latest reported): Revenue: $1.2B (+39% YoY) Net income: $434M (+300%) Adj. EBITDA: $956M Software platform revenue: $835M (+66% YoY) EPS: $XXXX (beat by $0.21) Margins Near 80%"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101015435350393) 2025-07-23 19:20:50 UTC XXX followers, XX engagements "📌 TL;DR Veo X slashes time & cost of video production enabling rapid global-scale creative execution. Creative agencies must adapt or get disrupted"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948107596474482932) 2025-07-23 19:46:59 UTC XXX followers, XX engagements "While everyone watches $NVDA and $META AppLovin ($APP) quietly built a self-learning ad engine that grew software revenue +66% YoY and pushed EBITDA margins to 80%. This is one of the strongest AI businesses in the market. Heres what you need to know 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101009311519148) 2025-07-23 19:20:49 UTC XXX followers, XXX engagements "What this shift means - Governments face revenue losses and investment flight - Talent pools move to borders not bounded by geography - Global cities compete like brands: who wins top destination This is bigger than Dubaiits about how states retain value"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948395247207104633) 2025-07-24 14:50:01 UTC XXX followers, X engagements "5. VC is spraying capital at hallucinations VC firms that went all in on Web3 in 2021 are now AI-maxis. Funding rounds at 100300 ARR for companies that still need OpenAIs API to function. If your moat is a wrapper you dont have a moat"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948487226507043126) 2025-07-24 20:55:30 UTC XXX followers, XX engagements "7.Analyst reaction is mixed: Deutsche Bank Wedbush: better than feared HSBC Wells Fargo: cautious/sell due to shrinking margins & subsidy rolloff"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948270756183343197) 2025-07-24 06:35:20 UTC XXX followers, XX engagements "EU losing its bright mindsEurostat: EU issued XXX M first residence permits to non-EU citizens in 2023That trend contributes to brain & talent drain"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948395242899550286) 2025-07-24 14:49:59 UTC XXX followers, X engagements "4. Agencies buying the tech they used to fear Publicis acquired Lotame and Captiv8; IPG and Omnicom took stakes in Mediaocean; Ecopact acquired Audigent. Agencies are vertically integrating adtech assets"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482835280429543) 2025-07-24 20:38:03 UTC XXX followers, XX engagements "📌 TL;DR: $APP is one of the best-kept secrets in AI investing. XX% YoY software growth AI engine (Axon) driving real returns XX% EBITDA margins Massive cash flow S&P XXX likely Still misunderstood by the market"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101034930327888) 2025-07-23 19:20:55 UTC XXX followers, XXX engagements "8.Risks Growth comps will get tougher in 2026 Google Meta Unity all pushing AI ads Execution risk: failure in e-commerce expansion or self-serve rollout could slow momentum But as of now: no slowdown in sight"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101031902028230) 2025-07-23 19:20:54 UTC XXX followers, XX engagements "6.Glimmers of future growth: Volume production of a lower-cost model started in June; ramp expected late 2025 Robotaxi pilot launched in Austin with future expansion planned AI robotics and the Optimus humanoid remain long-term plays"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948270752123244939) 2025-07-24 06:35:19 UTC XXX followers, XX engagements "Why theyre leaving - Taxes: X% income capital gains inheritance tax - Lifestyle: Sun safety digital infrastructure - Remote work: allows global relocation - Stability: predictable state in exchange for freedoms This isnt escapismits strategic"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948395245298733236) 2025-07-24 14:50:00 UTC XXX followers, X engagements "1. Mega-mergers setting the tone Omnicoms agreement to buy IPG (Interpublic) would combine the worlds third and fourthlargest ad holding groupstransforming scale and pricing power globally. This deal alone is expected to redefine sector dynamics"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482826132967829) 2025-07-24 20:38:01 UTC XXX followers, X engagements "4.Margins stuck around 30%and tightening Even M&A and premium-rate practices are under margin pressure. The traditional billable-hour model isnt flexible enough for todays cost scrutiny"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948863666331549796) 2025-07-25 21:51:20 UTC XXX followers, X engagements "Tesla reported Q2 revenue of $22.5B down XX% YoY marking its steepest quarterly revenue decline in over a decade . This isnt just a blipits a structural warning signal for a business in transition"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948270724633788429) 2025-07-24 06:35:12 UTC XXX followers, XX engagements "4. Capex is outpacing customer growth Microsoft Meta Amazon are spending $100B+ on AI infra in 2025. But very few consumer AI apps have real DAU or LTV. Weve got AI infra in search of a problem not the other way around"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948487223252275543) 2025-07-24 20:55:29 UTC XXX followers, XX engagements "Everyones talking about Nvidia OpenAI and Anthropic. But @databricks might be the real winner of the AI race. Why Because theyre selling the infrastructure everyone else needs and doing it brilliantly. The most important AI company youve never fully understood: 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1947741941728219521) 2025-07-22 19:34:00 UTC XXX followers, XX engagements "execution not just branding Axon XXX is already deployed at scale: 200K+ apps 2B+ daily active users Predictive modeling across 1000s of variables Optimization cycles in milliseconds This is applied AI with a clear ROI path not R&D theatre"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101020321497583) 2025-07-23 19:20:51 UTC XXX followers, XX engagements "Most people think the AI boom is about building the smartest models. OpenAI trains GPT. Nvidia makes chips. Thats where all the headlines are"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1947741944152523070) 2025-07-22 19:34:01 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@tijnless Mart
Mart posts on X about agencies, $app, cash flow, databricks the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Months XXXXX +36%
Mentions: XX #
Followers: XXX #
- X Months XXX +1.40%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks technology brands finance agencies travel destinations automotive brands
Social topic influence agencies, $app, cash flow, databricks, ecommerce, meta, interpublic, omnicom, nvda, $nvda
Top assets mentioned Applovin Corporation (APP) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Hundred Million (100M) Metadium (META) Deutsche Bank Aktiengesellschaft (DB) HSBC Holdings PLC (HSBC) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT)
Top Social Posts #
Top posts by engagements in the last XX hours
"3. Adtech M&A is roaring too Deal volume jumped XX% YoY in ad-tech M&A during early 2025strategics and PE are buying measurement DSP and creator platforms at speed"
@tijnless on X 2025-07-24 20:38:02 UTC XXX followers, X engagements
"The paradox EU nations grant millions of residence permitsbut are losing their own citizens. Are permit counts masking a deeper emigration tide" @tijnless on X 2025-07-24 14:50:01 UTC XXX followers, XX engagements
"6. Holding co restructuring accelerates risk WPPs creation of VML (merging VMLY&R & Wunderman Thompson) and WPPs merger of Hill & Knowlton with Burson shows how agencies are simplifying delivery through scale" @tijnless on X 2025-07-24 20:38:05 UTC XXX followers, X engagements
"Agency consolidation has hit a new gear 🔄 Omnicom is acquiring Interpublic for $13.25B WPP merged VMLY&R & Wunderman Thompson Havas and Publicis are doubling down on acquisitions and PE is pouring into creator/influencer economy brands. Heres what this means: 🧵" @tijnless on X 2025-07-24 20:38:00 UTC XXX followers, XX engagements
"Everyones calling AI the next industrial revolution. But look closer and its starting to feel like 1999 all over again: 🚀 Soaring valuations 📈 Irrational spending 📉 Negative cash flow 💡 No clear business model This might not end how most investors think 🧵" @tijnless on X 2025-07-24 20:55:27 UTC XXX followers, XX engagements
"3.Realization rates are dropping Realizationthe gap between billed and collected feesfell from XX% in early 2023 to XX% by mid2024. That erodes profits even with higher rates" @tijnless on X 2025-07-25 21:51:20 UTC XXX followers, X engagements
"5. Private Equity driving creator economy consolidation Creator/influencer economy M&A surged XX% in H1 2025 with agencies and media firms buying startups to own distribution and monetization. Publicis Summit PSG are active here" @tijnless on X 2025-07-24 20:38:04 UTC XXX followers, XX engagements
"1. Nvidia = Cisco Nvidia ($NVDA) is now worth more than the entire German stock market. Its 2025 revenue guidance is up yes. But multiple AI startups admit theyve bought way more GPUs than they can use. In 2000 Cisco was the same" @tijnless on X 2025-07-24 20:55:27 UTC XXX followers, XX engagements
"Youve probably seen it: friends colleagueseven strangerspacking up for Dubai Abu Dhabi or the UAE. But this isnt anecdotal. Its a migration wave backed by cold hard numbers: Heres whats really happening and why it matters 🧵" @tijnless on X 2025-07-24 14:49:58 UTC XXX followers, XX engagements
"3. Google opens the floodgates Veo X is now available via Gemini API & Vertex AI preview not just closed-lab demos Early adopters (adtech startups mid-sized agencies) can test and scale visuals immediately" @tijnless on X 2025-07-23 19:46:55 UTC XXX followers, XX engagements
"7. For advertisers & startups Test premium creatives without big budgets Enter global campaigns with localized AI videos Outpace competitors with weekly A/B content iterations Track cost-per-impression ROI with scalable production" @tijnless on X 2025-07-23 19:46:58 UTC XXX followers, XX engagements
"7. Industry-wide pressures + AI automation WPPs GroupM is reorganizing media behind the scenes; TBWAs Oceania leadership shake-up is tied to regional agency realignment as AI amplifies automation" @tijnless on X 2025-07-24 20:38:05 UTC XXX followers, XX engagements
"Youve probably heard of Snowflake. Its Databricks biggest rival. Key difference Snowflake = built for structured SQL-first data Databricks = built for unstructured messy ML-first data AI demands the second one" @tijnless on X 2025-07-22 19:34:05 UTC XXX followers, XX engagements
"Every AI product starts with one thing: data. And most companies data is a disaster. Databricks offers a way to turn that chaos into structured usable fuel for AI without needing XX other tools. Thats why its infrastructure gold" @tijnless on X 2025-07-22 19:34:04 UTC XXX followers, XX engagements
"6.Analyst sentiment: Bullish Citi Jefferies and Benchmark: Top Pick Price targets range $500$600 XX of XX analysts rate it Buy or Strong Buy $APP now viewed as a leader in AI monetization infrastructure" @tijnless on X 2025-07-23 19:20:53 UTC XXX followers, XX engagements
"Veo X might be Googles most disruptive AI launch yet. It can generate full ad campaigns in minutes for X% of the cost. If you run a brand or agency this is not just a new tool. Its an existential shift. 🧵" @tijnless on X 2025-07-23 19:46:53 UTC XXX followers, XX engagements
"2. More to come says Michael Kassan The head of 3C Ventures predicts further agency megadeals in 2025perhaps on par with OmnicomIPGdriven by the need for scale and efficiency" @tijnless on X 2025-07-24 20:38:02 UTC XXX followers, X engagements
"8. Why investors should pay attention Consolidation = pricing power for mega-holdcos Owning ad-tech means more margin and recurring revenue Independent agencies capitalizing on nimble creative-first niches AI workflows making smaller shops scalable" @tijnless on X 2025-07-24 20:38:06 UTC XXX followers, XX engagements
"1.Core product: Axon XXX AppLovins AI ad engine makes real-time decisions on ad placement value and creative matching across gaming apps and now e-commerce. It learns and optimizes at massive scale no human input required" @tijnless on X 2025-07-23 19:20:49 UTC XXX followers, XXX engagements
"machine Q1 2025 free cash flow: $826M Operating cash flow: $832M Thats more free cash in one quarter than most SaaS companies make in a year. $APP is printing money while reinvesting heavily in Axon and infra" @tijnless on X 2025-07-23 19:20:51 UTC XXX followers, XX engagements
"5.Beyond gaming: e-commerce & web AppLovin is now using Axon to enter non-gaming verticals: E-commerce ads: $100M revenue in Q424 alone Web-based ad platform expected to hit $1B run rate This is expanding TAM and diversifying risk" @tijnless on X 2025-07-23 19:20:52 UTC XXX followers, XXX engagements
"2.Whats driving the numbers Q3 2025 (latest reported): Revenue: $1.2B (+39% YoY) Net income: $434M (+300%) Adj. EBITDA: $956M Software platform revenue: $835M (+66% YoY) EPS: $XXXX (beat by $0.21) Margins Near 80%" @tijnless on X 2025-07-23 19:20:50 UTC XXX followers, XX engagements
"📌 TL;DR Veo X slashes time & cost of video production enabling rapid global-scale creative execution. Creative agencies must adapt or get disrupted" @tijnless on X 2025-07-23 19:46:59 UTC XXX followers, XX engagements
"While everyone watches $NVDA and $META AppLovin ($APP) quietly built a self-learning ad engine that grew software revenue +66% YoY and pushed EBITDA margins to 80%. This is one of the strongest AI businesses in the market. Heres what you need to know 🧵" @tijnless on X 2025-07-23 19:20:49 UTC XXX followers, XXX engagements
"What this shift means - Governments face revenue losses and investment flight - Talent pools move to borders not bounded by geography - Global cities compete like brands: who wins top destination This is bigger than Dubaiits about how states retain value" @tijnless on X 2025-07-24 14:50:01 UTC XXX followers, X engagements
"5. VC is spraying capital at hallucinations VC firms that went all in on Web3 in 2021 are now AI-maxis. Funding rounds at 100300 ARR for companies that still need OpenAIs API to function. If your moat is a wrapper you dont have a moat" @tijnless on X 2025-07-24 20:55:30 UTC XXX followers, XX engagements
"7.Analyst reaction is mixed: Deutsche Bank Wedbush: better than feared HSBC Wells Fargo: cautious/sell due to shrinking margins & subsidy rolloff" @tijnless on X 2025-07-24 06:35:20 UTC XXX followers, XX engagements
"EU losing its bright mindsEurostat: EU issued XXX M first residence permits to non-EU citizens in 2023That trend contributes to brain & talent drain" @tijnless on X 2025-07-24 14:49:59 UTC XXX followers, X engagements
"4. Agencies buying the tech they used to fear Publicis acquired Lotame and Captiv8; IPG and Omnicom took stakes in Mediaocean; Ecopact acquired Audigent. Agencies are vertically integrating adtech assets" @tijnless on X 2025-07-24 20:38:03 UTC XXX followers, XX engagements
"📌 TL;DR: $APP is one of the best-kept secrets in AI investing. XX% YoY software growth AI engine (Axon) driving real returns XX% EBITDA margins Massive cash flow S&P XXX likely Still misunderstood by the market" @tijnless on X 2025-07-23 19:20:55 UTC XXX followers, XXX engagements
"8.Risks Growth comps will get tougher in 2026 Google Meta Unity all pushing AI ads Execution risk: failure in e-commerce expansion or self-serve rollout could slow momentum But as of now: no slowdown in sight" @tijnless on X 2025-07-23 19:20:54 UTC XXX followers, XX engagements
"6.Glimmers of future growth: Volume production of a lower-cost model started in June; ramp expected late 2025 Robotaxi pilot launched in Austin with future expansion planned AI robotics and the Optimus humanoid remain long-term plays" @tijnless on X 2025-07-24 06:35:19 UTC XXX followers, XX engagements
"Why theyre leaving - Taxes: X% income capital gains inheritance tax - Lifestyle: Sun safety digital infrastructure - Remote work: allows global relocation - Stability: predictable state in exchange for freedoms This isnt escapismits strategic" @tijnless on X 2025-07-24 14:50:00 UTC XXX followers, X engagements
"1. Mega-mergers setting the tone Omnicoms agreement to buy IPG (Interpublic) would combine the worlds third and fourthlargest ad holding groupstransforming scale and pricing power globally. This deal alone is expected to redefine sector dynamics" @tijnless on X 2025-07-24 20:38:01 UTC XXX followers, X engagements
"4.Margins stuck around 30%and tightening Even M&A and premium-rate practices are under margin pressure. The traditional billable-hour model isnt flexible enough for todays cost scrutiny" @tijnless on X 2025-07-25 21:51:20 UTC XXX followers, X engagements
"Tesla reported Q2 revenue of $22.5B down XX% YoY marking its steepest quarterly revenue decline in over a decade . This isnt just a blipits a structural warning signal for a business in transition" @tijnless on X 2025-07-24 06:35:12 UTC XXX followers, XX engagements
"4. Capex is outpacing customer growth Microsoft Meta Amazon are spending $100B+ on AI infra in 2025. But very few consumer AI apps have real DAU or LTV. Weve got AI infra in search of a problem not the other way around" @tijnless on X 2025-07-24 20:55:29 UTC XXX followers, XX engagements
"Everyones talking about Nvidia OpenAI and Anthropic. But @databricks might be the real winner of the AI race. Why Because theyre selling the infrastructure everyone else needs and doing it brilliantly. The most important AI company youve never fully understood: 🧵" @tijnless on X 2025-07-22 19:34:00 UTC XXX followers, XX engagements
"execution not just branding Axon XXX is already deployed at scale: 200K+ apps 2B+ daily active users Predictive modeling across 1000s of variables Optimization cycles in milliseconds This is applied AI with a clear ROI path not R&D theatre" @tijnless on X 2025-07-23 19:20:51 UTC XXX followers, XX engagements
"Most people think the AI boom is about building the smartest models. OpenAI trains GPT. Nvidia makes chips. Thats where all the headlines are" @tijnless on X 2025-07-22 19:34:01 UTC XXX followers, XX engagements