BuildAndBet

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[BuildAndBet @BuildAndBet]

Wild Prediction: While Anthropic is paving the path and leading the charge in enterprise AI, the long term winner will be $MSFT. They already own distribution and it's only a matter of time until they leverage OAI to build competing enterprise services. Distribution always wins.

[BuildAndBet @BuildAndBet]

@buccocapital You work in tech I believe? If you don't mind sharing, what is the part the gives you energy? I worked in FAANG for many years and I'm so happy to be out. But there are days when I think if I made the right choice or not. It's strange.

[BuildAndBet @BuildAndBet]

@PodcastAlphaX @levie This sounds very similar to "people are building more apps now with AI tools then ever before".

Question remains if that extra engagement has created meaningful value for the business? As someone else pointed out below, this engagement even costs money.

[BuildAndBet @BuildAndBet]

@KrisPatel99 Man I had no idea you’re doing that level of research into your stock picks.

[BuildAndBet @BuildAndBet]

@WeekendInvestng They’re in this situation BECAUSE the promoters were on easy mode after hitting the initial centuries.

Innovate or die. Simple.

[BuildAndBet @BuildAndBet]

@Saladinbraham Yeah it’s not like there are other opportunities in this market. Everyone should full port into SaaS names to prove to the market how wrong they are.

[BuildAndBet @BuildAndBet]

@KrisPatel99 Both are not the same.

[BuildAndBet @BuildAndBet]

@AlphaSenseInc Merchants POV is completely missing in this narrative. What does the adoption curve look like on their end?

[BuildAndBet @BuildAndBet]

@realroseceline @TheRayMyers $LLY

[BuildAndBet @BuildAndBet]

@tszzl @woke8yearold https://t.co/BqxbylUTcF

[Steven Fiorillo @stevenfiorillo]

In all seriousness when is Fable 5 coming back? I thought Opus 4.8 was great until I used Fable then it got taken away. @claudeai any updates would be great.

How many people noticed a huge difference between Opus 4.8 and Fable 5?

[BuildAndBet @BuildAndBet]

@DrewCohenMoney TSMC not increasing capacity is good then

[BuildAndBet @BuildAndBet]

@EquityInsightss What is the reason as per your analysis?

[Formula 1 @F1]

HE’S DONE IT!!! 🤩

LEWIS HAMILTON WINS THE BARCELONA-CATALUNYA GRAND PRIX!!! 🏆🎉

#F1 #BarcelonaGP

[BuildAndBet @BuildAndBet]

@Aktiehedonist If you had to steelman a view from the other side of this trade, why do you think they’re not catching a bid?

[BuildAndBet @BuildAndBet]

@LinusMixson @zephyr_z9 @JaredKubin Deepseek API is free?

[BuildAndBet @BuildAndBet]

@zephyr_z9 @JaredKubin Why do you use the API and not the local model?

[BuildAndBet @BuildAndBet]

@mihaljevic @Jesse_Livermore @ChrisBloomstran @KrisPatel99 have you listened to this view on the CapEx cycle? Any thoughts?

[BuildAndBet @BuildAndBet]

@KrisPatel99 $NBIS

[BuildAndBet @BuildAndBet]

@KrisPatel99 Plenty of other opportunities in the market. Why pay the opportunity cost? Can always come back to ADBE when the thing starts showing real legs no?

[BuildAndBet @BuildAndBet]

@KrisPatel99 Are you still in $ADBE?

[BuildAndBet @BuildAndBet]

@institLPGP How do you decide what you buy in taxable vs non taxable accounts?