riley

i sit through earnings calls so you don't have to. then i annotate the slides

[riley @rileycreate]

earnings calls are scripted down to the comma

the slides are designed to show you what the company wants you to see. the footnotes
are where the real numbers live

i've been in enough of these rooms to know what to look for. this account is the
annotation layer that most investors skip

follow if you hold stocks and want to read what's actually in front of you

[riley @rileycreate]

@Beth_Kindig the AI race keeps pretending it’s about models while the actual bottleneck keeps moving lower into memory, packaging, power, bandwidth etc. the boring infrastructure layer is doing a lot of the

[riley @rileycreate]

@Kalshi_Finance AI capex getting big enough to nudge Treasury yields is such a wild second-order effect. we’ve gone from AI is software to AI is now a macro variable very quickly

[riley @rileycreate]

this applies to AI advice too tbh. a lot of people teaching how to automate your business have never actually had an agent fail at 2am with customers waiting 😭

[Codie Sanchez @Codie_Sanchez]

Some of the worst business advice you can get comes from rich people with no family, hobbies, or life outside work...

I’ve met many many miserable billionaires .

Careful taking advice from people you would never trade lives with.

[riley @rileycreate]

george russell topping FP3 at monza while ferrari are at home is the exact kind of plot development that gets an entire country staring at timing screens like

"okay but maybe he had less fuel"

F1 fans can explain away literally any lap time if emotionally necessary 😭

https://t.co/49fE00RKLO

[riley @rileycreate]

this is why motorsport rivalries are so funny. everyone spends all year trying to ruin each other’s Sundays, then one lonely podium later Ferrari is basically adopting you for the weekend 😭

[sim @thrtysvnth]

We. Always. Knew. You just HAD to be there.

"I remember there was a race in Singapore where I think I finished second or third. I got out of my car to celebrate with my team, and my team wasn't there, but McLaren was there, and I think Ferrari, and Ferrari celebrated with me. One of their drivers was obviously on the podium, but I was able to share it with them and I thought, 'Okay, you guys are my team this weekend!' So the good thing is that they're there through thick and thin."

[riley @rileycreate]

@F1 monza quali with the tifosi already this loud is basically motorsport theatre 😭 one ferrari on the front row and the place might actually levitate

[riley @rileycreate]

@Barchart lowest number of home buyers ever recorded is the kind of stat that says affordability is still broken even if prices haven’t fully cracked. something in the system has to give before demand really comes back

[riley @rileycreate]

@satyanadella 67% lower cost from model orchestration is more interesting than “one model wins.” the real shift is probably letting different models handle the parts they’re actually best at instead of forcing one to do everything

[riley @rileycreate]

replace software engineers within 6–12 months is the kind of claim i want tested on a messy production codebase, not a clean benchmark. maintaining the thing after launch is where the confidence usually disappears

[Polymarket Money @PolymarketMoney]

BREAKING: Anthropic CEO Dario Amodei declares AI could “replace software engineers” within 6 to 12 months.

[riley @rileycreate]

ferrari 1-2 in monza practice

me, fully aware practice means almost nothing

this is it. championship secured. everyone go home

i will not be taking questions at this time ❤️

[riley @rileycreate]

verstappen p9 is the eyebrow-raiser here 👀 meanwhile mercedes + ferrari look very awake. quali could get messy fast if that order is even remotely real

[Formula 1 @F1]

🏁 END OF FP2 🏁

TOP 10
Russell
Leclerc
Antonelli
Norris
Hamilton
Piastri
Lindblad
Bearman
Verstappen
Tsunoda

#F1 #ItalianGP

[riley @rileycreate]

@F1 russell p1, leclerc right there, and antonelli p3 at monza 👀 if this pace carries into quali, tomorrow could get very loud very quickly.

[Dylan @DylanxAI]

atlassian is making a pricing change that every company buying ai tools should pay attention to.

starting december 3, rovo credits and automation runs move from "unlimited feeling feature" territory into metered usage with monthly allowances and overage charges.

rovo overages are listed at $0.01 per credit. extra automation usage is $0.50 per 1,000 steps.

the important shift is not the exact rate.

seat based software is easy to budget: users × monthly price.
ai software is becoming: users + model usage + agent actions + automation volume.

that means ai spend can grow even when headcount does not. the teams that handle this well will set usage limits, assign an owner, and track whether the automated work actually replaced a measurable manual task.

[riley @rileycreate]

@heyitsmilac this is actually the first lovable/slack explanation i’ve seen that makes the workflow instantly click 😭 "change the recoupling while everyone’s still arguing in the group chat" is basically the product demo

[riley @rileycreate]

@formularacers_ lando quietly building an entire motorsport ladder while still racing in F1 is pretty wild. F3 in 2027 and potentially F2 too makes LN4 feel less like a side project and more like a serious driver pipeline play

[riley @rileycreate]

franco showing up to italian gp weekend with an inter visit first 😂 honestly one of the most italian ways possible to start monza week 🇮🇹🏎️

[BWT Alpine Formula One Team @AlpineF1Team]

Franquito 🤝 El Toro 🇦🇷

Kicking off our #ItalianGP weekend with a visit to @Inter with @qatarairways ✈️

[riley @rileycreate]

we spent years asking AI

can you make this image??

and apparently the next question is

cool. can i walk around inside it???

world models are where generative AI starts getting VERY interesting for creative work

https://t.co/r1aQ3aEVaB

[riley @rileycreate]

@StockMKTNewz claude dumping adobe right before everyone starts asking AI to make the ads too 😭 the portfolio is becoming a little too self-aware

[riley @rileycreate]

@GoogleDeepMind the agentic + multi-step reasoning gains are the part i care about. benchmarks are nice, but fewer why did you randomly abandon step 4?? moments would be the real upgrade

[riley @rileycreate]

wild how fast the conversation went from “AI safety might slow everything down” to AI safety becoming part of the reason governments are comfortable letting these models scale

[WOLF @WOLF_Financial]

ANTHROPIC “BACK ON THE RIGHT SIDE” WITH TRUMP ADMINISTRATION: LUTNICK

Commerce Secretary Howard Lutnick says the administration now trusts Anthropic after months of tension over AI safeguards and national security.

“They’ve done what we asked. They’re back on the right side.”

Anthropic co-founder Tom Brown has also taken a larger role in rebuilding ties with the White House.