Hamad Global

TMT Investor

[Hamad Global @HamadCapital]

@joinshift Shift

[Hamad Global @HamadCapital]

$SPOT's execution is so clean
- AI a + (accelerated with UMG partnership now)
- Programmatic ads a big + which is underappreciated IMO
- Super Fan Pricing otw

[Hamad Global @HamadCapital]

Couldn’t have been said better

[Just Another Pod Guy @TMTLongShort]

If you are on the buyside and your PM or CIO insists AI is a bubble you should do everything in your power to find a new seat.

How deeply you understand bottlenecks and tokenomics will be the primary driver of alpha over the next five years and you should put yourself in a position where you have the leash to be involved and learning instead of watching from the sidelines.

We are at the starting line. The people pointing to memory stocks instead of model IQ tipping points simply lack the IQ or imagination to understand that.

[Hamad Global @HamadCapital]

@atelicinvest This is awesome, this wouldn’t have access to transcripts as well would it?

[Hamad Global @HamadCapital]

Pretty cool app and first frictionless experience I’ve had with a consumer-first AI product outside of LLM chatbots

[Arfur Rock @ArfurRock]

Poke is OpenClaw for normies.

First AI product I've seen successfully scale on iMessage.

Closed an unannounced $10M round at $300M from Spark in Q1. Congrats!

[Hamad Global @HamadCapital]

@S_curvecap x2 this point, night and day experience

[Hamad Global @HamadCapital]

@BucknSF @PythiaR Why?

[Caleb Williams @CALEBcsw]

❄️🦸🏽‍♂️.
#DABEARS

[Gavin Baker @GavinSBaker]

https://t.co/boFKQfPb3G

[Alabama Crimson Tide | AL.com @aldotcomTide]

Former Alabama RB and CBS Sports analyst Damien Harris tells Nick Kelly his best Nick Saban story during SEC Media Days 2025.

[The Long View @HayekAndKeynes]

American culture is like a giant acid trip. People claim America has no culture, but they're confusing culture with sacred traditions. There really is no more explosively creative place on earth. We spew out new music, film, technology, sports, food, and finance at a rate humanity has never experienced. The rest of the world (outside of maybe India) seems frozen in time.

This creativity surfaces in fragile niches—your local D&D club, a CLO equity conference, Lollapalooza. What makes America unique is her pathological hunger for what's next. In many places, challenging authority is dangerous… here it's celebrated. Contumacy is our cultural DNA.

[Home of Fight @Home_of_Fight]

🥺❤️ Ben Askren speaks out for the first time.

He saw all of the support 🎥 @Benaskren

[signüll @signulll]

meta is basically the yankees or the dodgers right now. they’re loading up the roster with elite ai researchers, dumping billions into infra, & signaling we’re going for it. when you do that, the world expects rings. you don’t get to say “we’re still experimenting” after you dropped $20b+ & poached half of openai.

the pressure is now insane. every paper, every product, every demo will be scrutinized like a playoff performance. all eyes on the scoreboard.

[isa⚡️ @isabellasg3]

Everyone hating on Jeff Bezos wedding but I ordered on Amazon at 10pm last night and it's at here at 9am this morning

Enjoy your wedding king

[DaRazor @akramsrazor]

Application saas earnings calls been pretty bad thus far.
Consider that Ai ification of all existing software is in fact headwind for normal sales motion/migration cloud etc theme; I'd expect these calls to be hyperfocused on roadmaps & pricing strategies.

Do i really want to discuss crpo or billings for this q when the whole gang is slated for a major one-time uplift to ACV sometime in very near future?

If u talk w some very large entp customers its clear they will be paying for this stuff and going to production year end or early 2026. In many respects this whole space opposite of consumer ai where people paying for half a dozen premium subscriptions and will eventually cancel 80%. Here its all free right now and pricing is still being figured out.

So...pretty please...with cherry on top....ask some more interesting questions.

[Hamad Global @HamadCapital]

@SleepwellCap Cross Border Payments and Music ! Thanks a ton

[Fabricated Knowledge @fabknowledge]

NEXT TIME HE SAYS YOU BUY - YOU BUY LMAO

[Hamad Global @HamadCapital]

Awesome overview

[Jamin Ball @jaminball]

Really really good @theallinpod with @SecScottBessent. Couple highlights I took away below:

- I'm [Bessent] a deficit hawk. But can't do it all at once. Every $300b we cut is 1% of GDP. we're trying to land the plane well
- By 2028 get back to long term average - 3 / 3.5% deficit to GDP
- Long term average is 18% gov spending to GDP. Biden took it to 25%. Singapore is 18%. Singapore - they like small government, don't like illegal immigration, like personal safety just like Trump administration
- Plan 1: 1)De-lever the government by cutting spending, shedding excess government labor. 2) de -regulate the financial sector. 3) Private sector can re-lever. Shed government jobs picked up by private sector. When private sector re-levers, can stimulate growth
- Plan 2: Re-order the international trading system. Bring jobs back to the US and re-invigorate the middle class. Use Tariffs where needed. But tariffs are just one arrow.
- 3 other things to bring manufacturing back. 1) Low and predictable taxes. 2) Substantially lower regulation / make it more predictable. 3) Make energy cheaper.
- Fixing affordability. Getting prices down is just one component. Really it's getting real wages up.
- Tax cuts - Yes, they reduce revenue. BUT - They will grow GDP. Trendline as been 1.8%. If you can get that over 3%, keep expenses flat, then it works. And we're really just renewing the tax regime, not changing it. Doing nothing means tax regime reverts, we want to keep it
- Deregulation - an important lever. Regulation is a "financial corset." Cutting regulation = driving investment dollars. Main street is served by regional / community banks. And they have been stifled by regulation. We'll re-examine banking regulation, particularly as it relates to smaller banks. Unlock capital for Main Street
- We're not just focused on "lowering rates." We want cheap energy. We want government spending down. We want lower regulation. When all of this happens, rates will come down

Pro business / pro growth ✅✅

[Hamad Global @HamadCapital]

@contralculator @ACapitalLP What’s the philosophy around how you size ?

[Ryan McEntush @rmcentush]

my dad sat me down once and said:

“There are only two jobs in the world: building or selling. If you’re not doing one of those, you’re just an expense.”

still think about this.