Michael Shmilov

Product Management advisor and running several AI research projects.
Check out @ecomoatai (Formerly at @Viber, @Rakuten, @PeerSpot).

[Michael Shmilov @Shmilov]

AI productivity can mean two things:
- Doing more work in the same time.
- Or doing the same work in less time, and getting part of your life back.

Both are valid. But they lead to very different lives.

The real question is not only how AI helps us do more, but what we choose to do with the time it gives us back.

My take on the topic: https://t.co/bSXkUxgLhl #AI #productivity

[EcoMoat @ecomoatai]

Who said this in Q4 2025?
Guess the exec and the company.

Guess here. Verify on EcoMoat.

Clues: $CRM, $NOW, $META, $WDAY, or $ORCL

[Michael Shmilov @Shmilov]

Saw a few analysts teasing AirJoule and it sent me down the rabbit hole on AWG. Cool tech. Real need. Much harder investing story.

I wrote about this, and the gap between innovative tech and durable business.

You can read my conclusion here: https://t.co/v8Ukx1n0YH

[Michael Shmilov @Shmilov]

@TalKaplan זה מדוייק

[EcoMoat @ecomoatai]

$NFLX’s acquisition of $WBD isn’t just a content play, it’s a moat play.

Owning iconic IP, top-tier studios, and global distribution creates a durable edge.

This is bigger than streaming.

In the AI age, owning the right IPs may matter more than ever...

$AAPL $DIS $PSKY

[Michael Shmilov @Shmilov]

@anything LFG

[Michael Shmilov @Shmilov]

@Azi__ @odedkramer לפחות אז קל יותר לקבל את ההחמצה שלו 🙃

[Michael Shmilov @Shmilov]

@moshik_o מסכים. אירוע של עשרות אלפים מבוטל בגלל כמה מאות שכל מה שמעניין אותם זה הפירוטכניקה ולא המשחק. בגללם כולם נענשים.

תנו למשחק להתקיים ובזמן המשחק תעצרו את הפורעים.

[EcoMoat @ecomoatai]

Many said AI would kill Google Search, but Google’s moat is deepening in the age of AI. It isn’t reacting to AI. It’s leading it.

- Search traffic is up
- Ads are still booming
- Now Meta & Apple are knocking

I wrote some of my thoughts on $GOOG and AI.
https://t.co/m9HfiCJDEm

[Michael Shmilov @Shmilov]

@razamir29 בסוף עף באדום.
נתן צמד יפה גם במכבי.
אם יהיה טוב יחזור, אחרת נקסט

[Michael Shmilov @Shmilov]

@yaniv_tuchman בול...אבל הרבה אבק

[Michael Shmilov @Shmilov]

I’m building EcoMoat solo, brick by brick.

Today I shipped the “generate-or-skip” system: an update with impact on scale and quality.

Learn about my journey - financial data, earnings, and AI - helping me learn fast and apply what I know at scale.

https://t.co/UdfaSTET9O

[Michael Shmilov @Shmilov]

"Make every detail perfect and limit the number of details to perfect."

Not easy to do, but very important. A quote by Jack Dorsey.

[Michael Shmilov @Shmilov]

@razamir29 אפשר לדבר על טעות של שוער, על החמצה, או על שחקן קישור חסר, אבל בשורה התחתונה, המאמן הזה לא מספיק טוב.

הצליח לא להרוס אליפות וזה ההישג הכי גדול שלו.

[EcoMoat @ecomoatai]

I wrote about how $BAC, $JPM, $C, $GS, and $SCHW quietly integrating AI into everything they do.
https://t.co/hw9MA0GVRf

See some key findings from Q1 2025 - Q2 2025 earnings call insights:

[EcoMoat @ecomoatai]

Many are building smarter investing tools.
But clarity is still rare.

In design, simplicity takes effort. Same in investing.
Here’s my take on why “simple” is hard—and how to navigate.

https://t.co/Pur4gQKAT1

[Michael Shmilov @Shmilov]

@razamir29 מה עם גבי?
הייתי מרחיב, אבל זה הכי חשוב לי...

[EcoMoat @ecomoatai]

Even the best business can be a bad investment—if you overpay. Valuation always matters.

Some great companies currently looking good: $GOOG $NKE $AMZN $ASML

Also healthcare stocks: $BMY, $GSK, $JNJ, $MRK, $PFE

Remember that attractive valuation comes with risk. Research.

[Michael Shmilov @Shmilov]

@yellowimania להבנתי ולדעתי ממ"ד. חילוץ מהחניון במקרה של פגיעה יכול להיות מאוד בעייתי.

הרבה דוגמאות מהשבוע האחרון מראות שממ"ד עושה את העבודה.

מה שכן, לפחות על פי תמונות, עדיף כמה שפחות ריהוט, דברים תלויים ועוד. על מנת שדברים לא יפלו עליכם.

[Michael Shmilov @Shmilov]

AI image lawsuits (like Disney vs. Midjourney) aren’t just noise - they’re reshaping the industry.

Meanwhile, Adobe’s been building an IP-safe moat for years. Firefly, CAI… it’s all adding up.

I wrote about why Adobe might be well prepared:
https://t.co/y4ahUrbuYn
$ADBE #DIS