Cameron Koutz

[Cameron Koutz @camkoutz]

@sirloinfurr @ROLCapital @pequityresearch 2026 is wrapping up and they still are dependent on one customer who just decided not use them for their specific use case. Most of their revenue is pass through revenue and their moat doesn’t seem to be as important as they say.

[Cameron Koutz @camkoutz]

@DavidDei17 @firstadopter Didn’t know that 😳

[Cameron Koutz @camkoutz]

@SeeeShade @AlesBuildsStuff @JasonL_Capital Okay thanks for letting us know you don’t actually know anything about spacex

[Cameron Koutz @camkoutz]

@ROLCapital @pequityresearch They are sold out but can they scale up production enough to be widely used. Most of their business isn’t even hardware sales.

[Cameron Koutz @camkoutz]

@DeepValueBagger Lots of things

[Cameron Koutz @camkoutz]

@kevinxu I think their ceo makes them an unattractive company to work with and companies would rather just develop their own inference chips.

[Cameron Koutz @camkoutz]

@guilleflorvs $SPCX

[Cameron Koutz @camkoutz]

@winchang50 @ChrisCamillo More likely a 3-5% drop

[Cameron Koutz @camkoutz]

@Figure_robot It’s funny because I saw helix complete 0 tasks

[Cameron Koutz @camkoutz]

@MansiCodez They probably want some regulations to prevent competition. The companies selling the models have the weakest moat in the industry. If they can say he only we can do this responsible they get a monopoly for ever.

[Cameron Koutz @camkoutz]

Niners gotta trade a first for a receiver or dt

[Cameron Koutz @camkoutz]

@Aiwithkumail Gross

[Cameron Koutz @camkoutz]

I filled out the form to become a cyber cab owner did you? $tsla

[Cameron Koutz @camkoutz]

@neothehackerV2 That’s the dumbest thing I’ve heard today

[Cameron Koutz @camkoutz]

@optionscjp I don’t get what you guys were expecting lol. They did exactly what I wanted to see.

[Cameron Koutz @camkoutz]

@TwilioHelp Why is not just a button. It’s hidden for no reason. I’m so put off by your support I have already decided to switch to @telnyx. Can you please refund me the money I have wasted on Twilio?

[Cameron Koutz @camkoutz]

I’m trying to integrate with @twilio. They can’t find my EIN, what the chat bot couldn’t help me it asked what level of product support I would like to PAY for. That’s crazy.

[Cameron Koutz @camkoutz]

@TwilioHelp Where exactly do you send a ticket from because I’ve been on every support page and not one has it. And of course I can’t call unless I upgrade my support plan 😂