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context is everything

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@tereza_tizkova what my boss does

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@DrewVento so humiliating

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@patrick_oshag @InvestLikeBest interesting pov. the shame is the moat, it’s the holding cost nobody else will pay

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congrats to everyone involved in the very well orchestrated $spcx ipo. the company itself is almost a portfolio of call options. starship, starlink, AI, and whatever else you can fit into the s-1

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@DanielNHaddad AI se mostrando uma tecnologia essencialmente concentradora

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@_ffferreira O que a PF BR perde em bolsa, a PF US ganha

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@Tiagogreis Microsoft pelo menos por enquanto parece peixe fora d’agua

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@PedroCerize musk fez um lobby pra conseguir entrar no msci, russell, nasdaq em um espaco de tempo curto (nasdaq acho que 15 dias), entao pode ter fluxo passivo compensando parte

acho que o musk tem mais pra ~40%

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@DratchCap what is it?

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@RogerCVelho diria que é a realidade para a grande maioria

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@vrexec if this is bad in the US, imagine in other countries where baseline productivity is already naturally lower

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tokenmaxxing peaked, so I guess we actually have to build utility-maxxing products now

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@peppipets cada 1% tem o que merece

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@pedroaccorsi_ Tao importante quanto o roe eh a capacidade de reinvestimento neste roe

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@Clara_Gold ugly truth

[David Marcus @davidmarcus]

Not experimenting with @openclaw to the max extent for “security reasons” is like not connecting to the internet in the 90s.

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technical debt at hyperscale isn't a bug. it's a trillion-dollar risk. worth reading with a grain of salt but the specific details are damning $MSFT

https://t.co/BNapQ1kpyO

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every unprofitable tech company is 'the next $AMZN' until it's the next wework. the question isn't whether you lose money. it's whether your losses build a moat or just buy time. great piece:

https://t.co/b1Ep4tUANn

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qwen 3.6, deepseek, glm, kimi
chinese labs shipping frontier models at a pace that makes the west nervous. every new open model is a tax on proprietary pricing power and a subsidy on GPU demand

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$AAPL biggest trick was always turning limitations into features. the question at 50 is whether that works when AI eliminates the limitations themselves