Francesco

Building @MonterraAI @DataSetStore . AI Operating Systems(AI OS) for Multi-Company Management.

[Monterra @MonterraAI]

Google CEO, Sundar Pichai:

"If you don't learn to how to orchestrate agents now, you'll spend 2027 catching up to people who started today"

[Elon Musk @elonmusk]

It is humbling to consider that if we harness just 1 millionth of the Sun’s power for AI, that will be much more than a million times the intelligence of all of humanity

[Kalshi @Kalshi]

JUST IN: Berkshire Hathaway has enough cash to acquire nearly every company in the S&P 500

[Naval @naval]

You aren’t starting a company. You’re laying bricks in the foundation of a skyscraper.

[Monterra @MonterraAI]

MIRA OS empowers operators and founders to manage multiple companies by orchestrating and deploying AI agents that work together like a 100‑person team

[GURGAVIN @gurgavin]

ANTHROPIC IS GONNA START PAYING SPACEX $1.25 BILLION A MONTH TO USE ITS DATA CENTRES THROUGH 2029

THAT’S $15 BILLION A YEAR JUST FROM ANTHROPIC

FOR CONTEXT SPACEX’S REVENUE FOR ALL OF 2025 WAS $18.7 BILLION

🤯

[unusual_whales @unusual_whales]

BREAKING: Nvidia, $NVDA, has announced a new $80 billion share buyback plan

[Monterra @MonterraAI]

Data is the only moat that compounds

[unusual_whales @unusual_whales]

BREAKING: The S&P500 has closed at all time highs.

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

$SMH now 17% of the market! $NVDA
https://t.co/aJl75oi5GE

[Monterra @MonterraAI]

Great visual on the AI-Native opportunity

[Amazon @amazon]

TODAY: Amazon is opening its entire logistics network—freight, distribution, fulfillment, and parcel shipping capabilities—to every business, of all types and sizes. 📦

Amazon has built one of the most reliable and efficient supply chains on Earth. Now, Amazon Supply Chain Services gives all businesses access to the same infrastructure that moves, stores, and ships goods for hundreds of thousands of Amazon sellers.

Healthcare, automotive, manufacturing, retail, and more. Businesses across industries can now tap into Amazon's logistics network. Learn more here. ⬇️

[Monterra @MonterraAI]

Agentic AI Concepts

[Monterra @MonterraAI]

The industrial revolution made goods abundant. AI will do the same for services.

[Monterra @MonterraAI]

Your company isn’t just for humans anymore.

Start making your internal data legible to AI.

As a founder, you’re building two companies:
the one your team runs, and an AI-native version agents can actually operate.

The winners will be the ones whose data AI can truly understand and act on.

[ETF Tracker @TheETFTracker]

If you invested $10,000 into the VanEck Semiconductor ETF $SMH, here's how much of each stock you'd be buying:

$1,788 of Nvidia $NVDA
$1,066 of Taiwan Semiconductor $TSM
$841 of Broadcom $AVGO
$559 of AMD $AMD
$533 of Texas Instruments $TXN
$522 of Intel $INTC
$479 of Micron $MU
$474 of Analog Devices $ADI
$465 of KLA Corp $KLAC
$443 of Lam Research $LRCX
$431 of Applied Materials $AMAT
$426 of ASML $ASML
$338 of Qualcomm $QCOM
$313 of Marvell Technology $MRVL
$229 of Synopsys $SNPS
$219 of Cadence Design Systems $CDNS
$152 of Teradyne $TER
$143 of Monolithic Power Systems $MPWR
$121 of NXP Semiconductors $NXPI
$111 of Microchip Technology $MCHP
$103 of STMicroelectronics $STM
$82 of Arm Holdings $ARM
$75 of ON Semiconductor $ON
$64 of Astera Labs $ALAB
$19 of Skyworks Solutions $SWKS

[Monterra @MonterraAI]

MIRA is the operating system for post-acquisition value creation.

We standardize integration, deploy AI agents across portfolio companies, and unify operations into a compounding system.

Turn every acquisition into a scalable, repeatable flywheel. https://t.co/eogIiVbP4Y

[Hims House @himshouse]

🚨 BREAKING: AMAZON ONE MEDICAL LAUNCHES GLP-1 PROGRAM

- Starting at $25/mo with insurance
- $149/mo cash-pay for oral GLP-1s (Wegovy Pill and Founday)
- $299/mo cash-pay for injectables (Wegovy Pen, Zepbound, KwikPen)

$NVO $LLY $HIMS

[Monterra @MonterraAI]

MIRA OS streamlines multi‑company management so much that it feels like running one unified machine. Running your empire has never been easier.

[Monterra @MonterraAI]

AI has only penetrated less than 1% of a market worth over $6 trillion. Even in its strongest areas like software development and customer service adoption is still just in the low single digits, with most sectors below 0.5%.

That’s before considering a key factor: these markets aren’t fixed, they’re growing