Thomas Delahaye

[Thomas Delahaye @thomasdelah_be]

@DeepIceValue @MsVeilMoney A competitor with already 3.6B DAP that can plug AI in existing apps and empower the core business as much as $META ?

[Bart De Meulenaer @BartDeMeulenaer]

Gezien de managementvennootschappen blijkbaar dé manier zijn om rijk te worden, moet iedereen een managementvennootschap oprichten.

Ziekteverzuim -80%.

Stakingen -100%.

Rimpeldagen, baaldagen, jeukdagen, zanikdagen én zaterdagen worden werkdagen.

Pensioen wordt overbodig.

[Claude 🇺🇸🎙️ @ClaudeNaggar]

💥 Friday morning rush hour in Austin. The hybrid marketplace is still king.

🔹 Uber: $5.19

🔹 Cybercab: ~$16.40

🌉 $UBER @Uber ✨

[Thomas Delahaye @thomasdelah_be]

@MtnTimeInvestor @TickerDUBS Uber will win anyways as they solved the supply/demand issue many AVs will face when launching their own app. When I book a ride, I don't care if it's Tesla or Waymo, I want the fastest and cheapest option. If I have have to wait 20mins till the next AV is available...

[Ticker DUBS @TickerDUBS]

$UBER AV launches are coming!!!

Q4 2026 Planned Launches
- Lucid/Nuro in SF (driverless)
- Zoox in Las Vegas
- Motional in Las Vegas (removing safety operator)
- Wayve/Nissan in Tokyo
- VW MOIA in Los Angeles
- WeRide GXR/AVOMO in Madrid
- WeRide in Zurich
- May Mobility in Arlington TX (Q4 2026 or Q1 2027)

Additionally
- Momenta in Munich is expected to launch in late 2026 or 2027
- Wayve in testing in SF/Bay Area
- Autobrains in Munich
- Rivian in SF and Miami in 2028 (25 cities by 2031)
- Lucid Nuro in Houston mid-2027
- NVIDIA powered AVs in LA/SF in first half of 2027
- Zoox in LA (mid 2027)
- Stellantis vehicles in 2027/28
- Waabi AVs (minimum 25k)

Not to mention, existing AV software providers (Nuro, Wayve, NVIDIA, etc) are working with other OEMs as well to scale faster

[Thomas Delahaye @thomasdelah_be]

@georgevanhouts Wat lees ik 🤣😆

[Thomas Delahaye @thomasdelah_be]

@TickerDUBS + the Uber network maximizes AV utilization

[Thomas Delahaye @thomasdelah_be]

My $UBER bull case

[NVIDIA DRIVE @NVIDIADRIVE]

Smarter. Safer. Scalable. NVIDIA and @Delta_Americas are collaborating to advance next-gen autonomous driving, built on NVIDIA Hyperion and the NVIDIA Halos safety system.

Learn more: https://t.co/54Zp4H5H7r

[Bram Kanstein @bramk]

Best Bitcoin commercial I’ve recently seen

[Thomas Delahaye @thomasdelah_be]

@stock_analysisx Curious how you think about $SHOP trading at 102x PE. A lot of growth in merchant solutions, but at that valuation?

[Thomas Delahaye @thomasdelah_be]

@TSimonts Tesla heeft toch echt wel wat moois om de roadmap: roadster, AI, AV, robotics, energy storage… wat is wél de juiste waardering voor zo’n bedrijf?

[Thomas Delahaye @thomasdelah_be]

@De_belegger Mochten ze de Champions League rechten gekocht hebben en alle cijfers (# abonnees en uren kijktijd) deftig rapporteren was ik nog aandeelhouder… live sport is en blijft nog een mega opportuniteit voor Netflix

[Thomas Delahaye @thomasdelah_be]

@DutchInvestors All of them 🥰

[Thomas Delahaye @thomasdelah_be]

@Alexand92792198 @DutchInvestors Wow, I’m not alone 😆💚

[SMX 🇺🇸 @iam_smx]

The First Supper of Intelligence

[Thomas Delahaye @thomasdelah_be]

@ Belgische overheid

Recent de FOD financiën moeten contacteren voor een fout die ze zelf gemaakt hebben, heeft 3.5u tijd en 3 medewerkers gekost.
100% zeker dat ik in 2min. antwoord zou hebben met éen prompt mocht België dergelijke tool hebben.

[Polymarket @Polymarket]

JUST IN: Trump officially unveils America.⁠gov, a new AI-powered website designed to help Americans navigate government services.

[Meta Newsroom @MetaNewsroom]

Today, we’re announcing Muse for Small Business. Muse, Meta’s new personal AI agent, is one of the most important products we've built for the era of personal superintelligence.

Now, we're expanding it with a collection of new skills and connectors inside Muse to help people run their businesses.

https://t.co/k6UbaoYy7L

[B @bpol69]

$ADYEN

[Thomas Delahaye @thomasdelah_be]

15-jarig ik tegen mijn leerkracht Frans:

[VRT NWS Villa Politica @villapolitica]

"Een afgang? We hadden nog kwartier tijd nodig om af te ronden, maar toen zijn er twee mensen ziek gevallen. Is dat dan een afgang? Ik had toch op wat meer sereniteit en medemenselijkheid gerekend."

Minister-president @MDiependaele @de_NVA over uitstel Septemberverklaring

[From Growth To Value @FromValue]

Every time...