Mihai Seceleanu @seceleanu - Twitter Profile

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Hugging Models

@HuggingModels

4 days ago

Behind the scenes at Hugging Face headquarter. *literally*

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GuruAnaerobic

@GuruAnaerobic

8 months ago

This is without doubt, the best way to lose weight...

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Shanaka Anslem Perera ⚡

@shanaka86

8 months ago

THE $48 BILLION MATH ERROR Strategy Inc. just disclosed something extraordinary. They own 649,870 Bitcoin. That is 3.26 percent of every Bitcoin that will ever exist. Total cost: $48.37 billion. They also disclosed the numbers that prove this cannot survive the next 90 days. Here is the accounting reality they published but nobody is reading correctly. Strategy has $54 million in cash. They owe $700 million per year in preferred stock dividends. Their software business generates negative cash flow. To pay dividends, they must raise $700 million in new capital every single year before buying a single additional Bitcoin. They raised $19.5 billion in the first nine months of 2025. That money did not go to new Bitcoin purchases. It went to service the debt from previous capital raises. This is Ponzi finance by definition: borrowing to pay the interest on prior borrowing. The machine only worked because their stock traded above the value of underlying Bitcoin. When shares traded at 2x net asset value, issuing equity increased Bitcoin per share for existing holders. That premium collapsed to 1.0x in November 2025. Issuing equity now dilutes shareholders. The recursive accumulation loop stopped functioning. The preferred stock makes it worse. STRC started at 9.0 percent dividend rate in July. Management raised it to 10.5 percent by November. Every time the stock falls below $100, they increase the dividend to attract buyers. There is no ceiling. If confidence breaks, the dividend spirals until they cannot pay without selling Bitcoin. Selling Bitcoin destroys the thesis that justified the accumulation. January 15, 2026 is the date that decides everything. MSCI announces whether companies with over 50 percent of assets in digital currencies get excluded from indices. Strategy is 77 percent Bitcoin. Exclusion is not discretionary. It is mechanical. JPMorgan estimates $2.8 billion in forced selling from index funds. Total outflows could reach $8.8 billion. Fifteen to twenty percent of market cap liquidated by algorithms that do not care about fundamentals. The October 10 crash was the preview. When Bitcoin fell 17 percent, order books collapsed 90 percent and $19 billion in positions liquidated in 14 hours. Strategy holds 3.26 percent of total supply. If they are forced to sell 100,000 Bitcoin to meet obligations, there is no liquidity to absorb it without breaking the market. Strategy claims 71 years of dividend coverage. The math assumes they can sell $1 billion of Bitcoin annually without moving the price. October 10 proved that assumption is false. The market cannot absorb sovereign-scale selling during stress. This is not about whether Bitcoin succeeds. Bitcoin will outlive Strategy Inc. This is about whether corporations can hold sovereign monetary reserves using quarterly refinancing and monthly dividend obligations. Sovereigns operate on infinite time horizons. Corporations operate on 90-day cycles. By March 2026, the market delivers its verdict. Either Strategy restructures, shrinks, and survives diminished, or the entire corporate Bitcoin treasury model ends as a failed experiment. The timeline is exact. The mechanics are observable. The resolution is unavoidable. What happens in the next 90 days will define corporate finance and monetary competition for the next 50 years. The numbers are already published. The outcome is already determined. Only the recognition remains. Read the full deep dive analysis here - https://t.co/12arS0GUGH Subscribe for daily premium newsletter!

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Tanay Kothari

@tankots

8 months ago

we just raised another $25M after 10x'ing our ARR in 5 months. the crazy part is this almost never happened. 17 years ago, I watched Iron Man as a 10-year-old kid in Delhi. that night, I pulled my first all-nighter teaching myself to code. not because I wanted to build apps or make money. because I wanted to build Jarvis. my parents gave me 1 hour of screen time per day. so I coded in secret, sleeping every alternate night through middle school and high school. built 50+ apps. got a cease and desist from Google at age 12. all for this one obsession: making computers understand us like humans do. fast forward to today: - we've raised $81M total to build the voice operating system - growing revenue 40% month-over-month this year - 70% user retention after one year (unheard of in consumer) - teams at 270 of the Fortune 500 use Wispr Flow daily our Series A2 was led by @hanstung at @notablecap (who was an early investor in five companies that made it to $100B valuation like Slack, Tiktok, and Airbnb). we also brought on @StevenBartlett as an investor and partner. but here's what matters more than the money: we cracked voice input. not transcription - actual understanding. our users hit "send" in under 0.5 seconds without checking. they trust it blindly. that's never existed before. in a recent benchmark, Wispr came out as 3-4x more accurate than OpenAI, ElevenLabs, and Siri. and we're just getting started. voice input was step one. now we're building the assistant that actually does things for you. to my co-founder @SahajGarg6 - there's no one else I'd rather build Jarvis with than my college roommate and closest friend. to our team pulling all-nighters and shipping magic - you're the reason that 10-year-old kid's dream is becoming real. we're hiring cracked engineers and growth marketers who want to build the future of human-computer interaction. the keyboard had a good 150-year run. time to build what comes next. PS: like, retweet, and bookmark to get wispr flow for free for 3 months ❤️ — Written with @WisprFlow