Miropoly.eth 💊

Yo uhh hmm

[Miropoly.eth 💊 @Miropoly]

Thread to myself

[Mr. Propagande @MrPropagande]

Ça aurait pu arriver à Bernard Arnault aussi

[Dr Qube @ai_qube_fr]

Après la canicule de 2003 qui a causé environ 15 000 décès, l’État a instauré la journée de solidarité : une journée travaillée non payée dont les revenus (environ 3 milliards € par an) sont destinés à la protection des personnes âgées.
En 23 ans l'Etat a collecté 69 Milliards d'€! De quoi climatiser tous les Ehpads, toutes les écoles, tous les hopitaux et d'aider beaucoup de gens à climatiser et isoler leur chez soi.
Question: Où est parti cet argent @SebLecornu ?

[ₕₐₘₚₜₒₙ @hamptonism]

This is ironically probably going to create one of the best portfolios.

[Ihtesham Ali @ihtesham2005]

Arthur Mensch confirmed on CNBC this week that OpenAI and Anthropic are calling Mistral asking for compute. The two companies racing to build the most powerful AI in the world are dependent on a European competitor they have been trying to outrun.

Let that land for a second.

The narrative you have been sold is that the US is running away with AI. That OpenAI and Anthropic have such a commanding lead that the rest of the world is playing catch-up.

That narrative is missing something physical.

The International Energy Agency projected this year that US data center electricity demand will double by 2030. The US grid is already at capacity. Europe has the power. Europe has the land. And right now the company fielding calls from the most funded AI labs on earth is a four-year-old French startup.

Mensch said Mistral is prioritizing its own customers first. The surge in agentic usage is generating far more tokens than anyone planned for and existing capacity is spoken for. The US labs are in the queue.

But they are in the queue.

Most people following AI are watching benchmark scores and funding rounds.

The actual constraint right now is electricity and physical space. And on that dimension, the scoreboard looks nothing like the one most people are reading.

Watch the full podcast on YouTube at @CNBCi

[Angel Garcia @angel_e_garcia_]

Ciryl played with Alex Pereira as he pleased until he broke him.

[IcyVert @IcyVert]

It’s admirable how much they hate Lalas

[This Week in Startups @twistartups]

Sam Altman walked into YC, offering founders $1M in free tokens for a slice of equity.

Jason's advice: run.

OpenAI is watching your token usage, ranking the winners, then shipping the top 5 as native features.

Get off the frontier models, use open source, and own your data.

@Jason

[Swish 🍒 Tennis @Zwxsh]

Reporter: "No F-bombs please."

Corentin Moutet: "Fuck fuck fuck."

Reporter: "I'm gonna ask you one more question so please keep it clean, okay?"

Corentin Moutet: "Fuck fuck fuck."

[Not Jerome Powell @alifarhat79]

STOP IT 🤣🤣🤣

[GREG ISENBERG @gregisenberg]

The thesis for someone acquiring $SNAP, fixing 4 things, and making billions.

The whole company trades at a $7.8B market cap. They did $5.9B in revenue last year, they have $2.9B in cash, they just turned free cash flow positive, and 474 million people open the app every single day.

The market values a Snap daily user at roughly $16. Meta values its users at around $130. That's an 8x gap on the most coveted young audience in the world.

Pretty crazy. It smells like an opportunity but do your own research

Here's how I'd turn it around:

1. Pivot from ads to live shopping. The way it already prints billions in Asia. This alone might be bigger than their entire ad business one day.

2. Turn Snap into an app studio. Spin up standalone AI apps, a dating app, a photo app, an AI companion, a creator tool, and hire world-class GMs to run each one. Bending Spoons meets IAC, except every app launches with an audience already inside it.

3. Build the teen money layer. Every fintech (Cash App, Chime, Step) burns hundreds of dollars per user chasing the under-25 audience. Snap already has them. Peer-to-peer payments, a teen debit card, splitting costs with friends you're already chatting with. A fintech with zero acquisition cost.

4. Unlock the gaming network hiding in plain sight. Hundreds of millions already play Lens games and AR experiences. That's a console-sized audience treated like a side feature. Add payments and creator tools and you have a mobile games platform that never had to acquire a single player.

I already know the replies.

"Evan will never sell."

Probably true today. He controls the voting shares and he's attached. But every founder has a number, and my guess is the board might be frustrated with a stock price that's been hurt so bad.

I'm not saying it's easy. I'm saying the asset is mispriced whether or not he picks up the phone.

"He's pouring money into Specs."

This is a symptom of a bigger issue.

While building VR is extremely cool/interesting, point that capital at the existing audience through software, and my thesis is you'd see way better return.

"Snap users don't have money."

Neither did Instagram's in 2012. Young audiences age into spending power, and the platform that owns them at 18 owns them at 30. You're not buying their wallet today. You're buying it for the next decade.

"It's a declining business."

It grew revenue 11% last year and turned free cash flow positive. That's not a dying company. That's a profitable one trading like a dead one because Wall Street can only picture it losing to Meta at ads.

TLDR; I think $SNAP may be mispriced relative to its audience, cash flow, and optionality. Maybe they turn it around themselves, or maybe someone reading this helps them.

Tell me why acquiring Snap is a bad idea. Am I wrong?

(Quick flag since it's a real ticker: this is a thesis for fun, not investment advice. Real risks exist, shrinking North American users and regulatory pressure on teen usage chief among them. Do your own research.)

[NoLimit @NoLimitGains]

Do you realize how insane this is?

SPCX

[Cameron 🇺🇸 🗽🦅 @CameronCorduroy]

>renames it to the Department of War
>names himself the Secretary of War
>fights one war
>loses

[Miropoly.eth 💊 @Miropoly]

@ChampRDS Back to the tire shop 🇧🇷

[Whale Receipts @WhaleReceipts]

One of the BIGGEST insider buys of the year just hit.

$420 million on a single stock.

Here is the stock:

[Charlie Warzel @cwarzel]

instant classic

[Messiah Yaniss 🇨🇵🇩🇿🇸🇳 @MessiahYaniss16]

Je viens d’apprendre que Mbappé n’a jamais perdu un match de Coupe du monde alors qu’il a déjà participé à trois éditions.

[Palantir OG @PalantirOg]

$PLTR Friendly Reminder: Rule of 40 Performance
“Palantir's Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK hynix. Momentum surged as we grew 85% last quarter—our highest-ever year-over-year growth rate—by more than doubling our U.S. business, and now we are raising our full-year revenue guidance to 71% growth, 10 points ahead of our guidance from last quarter, driven by our confidence in an accelerating U.S. market,” said Alex Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.
@PalantirTech
Know what you own. PTFB. 🍿📈🦾🔮🦄🔥
https://t.co/bCMSqo1qyz