Marcelo P. Lima

Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates:

[Marcelo P. Lima @MarceloLima]

https://t.co/aqJajFruoN

[Marcelo P. Lima @MarceloLima]

@OfficialLoganK @carlovarrasi @tulseedoshi @joshwoodward @julesdwalt @koraykv @addyosmani @_philschmid

Team, please allow the audio playback to continue after the user locks the iPhone screen. Very useful to hit play and put the phone back in your pocket. Claude allows this.

[Marcelo P. Lima @MarceloLima]

@niccruzpatane A Tesla is a no-brainer over any car

[Marcelo P. Lima @MarceloLima]

@Polymarket @grok source?

[Marcelo P. Lima @MarceloLima]

They’ve voted to make building housing (and many other things) impossible. As a result their house values are through the roof.

The young generation is working hard, paying taxes, can’t afford a home as a result, and are the ones stuck with the entitlements demanded by the seniors.

How is this a fair outcome?

[Marcelo P. Lima @MarceloLima]

@googlegemma @GoogleDeepMind Very cool guys! I’m running the 31b model locally. It’s good but hallucinates too much to be the driver on OpenClaw. Hopefully you can fix this in future models. 🙏🏻

[Marcelo P. Lima @MarceloLima]

@JerryCap True

[Marcelo P. Lima @MarceloLima]

@KnowledgeArchiv This is the definition of @BernieSanders

[Marcelo P. Lima @MarceloLima]

It's not that you're a billionaire. It's that when it comes to politics, you appear to be innumerate. CA has a spending problem, not a tax problem.

[Tom Steyer @TomSteyer]

I know a lot of people have reservations about voting for a billionaire.

I see the ways so many billionaires lie, cheat, and steal to get whatever they can out of the system — and then do everything they can to hoard their wealth and avoid paying taxes.

Screw that.

[Elon Musk @elonmusk]

The West has created an utterly evil state religion where an accusation of “racism” is the gravest offense that can be committed, even worse than rape or murder!

So if police show up at a crime scene and a British boy is bleeding out and an immigrant says the British boy is racist the cops will cuff the dying British boy.

[Marcelo P. Lima @MarceloLima]

Everyone else: "New AI features!"

Apple: "This update introduces 8 new emoji"

[Marc Andreessen 🇺🇸 @pmarca]

You’ll notice there is no look-back celebration or remembrance of this or virtually any of the other great moral victories from that era. It’s all been memory holed, a will-o'-the-wisp dimming out in the far distance.

[Marcelo P. Lima @MarceloLima]

@platinumpapas @Tesla Wow this sucks. Very unusual. @Tesla_AI needs to train on it.

[Marcelo P. Lima @MarceloLima]

@SleepwellCap Their credit book is short dated and they can turn in a dime

[Marcelo P. Lima @MarceloLima]

$NU seems like a bargain here. Trades at 20x trailing EPS but only 13x forward.

Over a five year period assuming 5% customer CAGR, 6% ARPAC, 16% revenue CAGR from FY25, should result in 20% EPS CAGR. At 20x, 22% IRR.

CFO transition positions them for US expansion.

[Marcelo P. Lima @MarceloLima]

@AltaFoxCapital I stand corrected!

[Marcelo P. Lima @MarceloLima]

When you go through the S&P 500 one by one, you find some wild things. For instance, have you heard of $PODD?

This is a company that makes an automated insulin pump that syncs with a CGM.

This is insane. This company only exists because of the crap people eat.

[Marcelo P. Lima @MarceloLima]

@nfergus Yep

[Marcelo P. Lima @MarceloLima]

@niccruzpatane FSD is extraordinary, it's a shame more people don't know about it

[Marcelo P. Lima @MarceloLima]

These assumptions seem pretty conservative and don’t include any US expansion, only existing markets.

[Marcelo P. Lima @MarceloLima]

@draecomino Because parasites like him don't know how to create, and don't care about the creation process at all

[Marcelo P. Lima @MarceloLima]

@GadSaad @BernieSanders 💯 correct