ai_maxi

@EdLudlow aah the UBI posts make sense

NEWS: SpaceX has agreed right to acquire Cursor for $60B later this year

@R_and_Invest happy u killed it :)

why $isrg ripping I dont see briefing?

Monetive account is hacked for now ..

@R_and_Invest Rajaram

@Mxms_AI who is that?

Monetive account is hacked for now ..

@mukund @WSJ This is known operation,the syndicate even lured Indians ..think Govt got involved and got few free

Whoa from @WSJ In Cambodia alone, an estimated 100,000 to 150,000 people are held in fortified compounds, often against their will, to run these operations. By late 2024, cyber scam revenue in the Mekong region (Cambodia, Myanmar, Laos) was estimated at $44 billion annually. In Cambodia, this industry is so massive it’s equivalent to roughly 30% of the country's GDP. Method: Instead of a quick "your computer has a virus" call, these scammers spend weeks or months building romantic or professional trust before "slaughtering" the victim by convincing them to invest in fake crypto platforms

@epictrades1 2nd news this week for AVGO

$GOOGL $MRVL Google in talks with Marvell to build new AI chips, The Information reports

@levie Not at all diminishing or underplaying the AI compounding but Do you think few(I feel many) of this customer reach out would become similar to ADs USPS drops in our mailboxes every week

Software going headless is inevitable in a world where agents use the tools 100X more than people do. And the reality is for a lot of software this is actually a huge boon to potential use-cases for these platforms. Software business models have largely been predicated on selling to the number of seats that are in the company in a given function, and the usage of your software is constrained by how much people can do in a given day. This means that your technology is often vastly underutilized relative to what it actually can power for the customer. Enter: agents. Agents can work 24/7, run in parallel, and string together work across systems. This is a big deal because now the agent can do far more than people ever could with these tools. Instead of reviewing contracts one by one, the agent will review all of them. Instead of manually moving data between marketing systems and across campaigns, the agent will let you run 10X more of them. Instead of being rate limited in a client onboarding process by human steps, agents accelerate these. Agents end up using these underlying platforms far more than people ever did, which opens up use-cases that the platform couldn’t go after before. Now, not every software market has the same amount of positive sum use-cases between people and agents, but I’d argue that a significant portion of systems of record, for instance, can be used far more than they are today. Your Salesforce data can be leveraged 100X more to do vastly more customer targeting and sales automation. Your documents can be turned into structured data and analyzed for insights and knowledge to automate other workflows. And so on. Now, of course you have to find a way to make this all commercially attractive, but it’s not hard to picture the revenue from API and agent consumption on these platforms becoming a rich component of revenue streams over time. Seats for the people, consumption for the agents. Lots of upside here for the companies that embrace this trend.

@R_and_Invest see AI cant come after ur profile :)

$GOOGL and $AMZN cannot buy them. Because they cannot own more than their set % of ownership, if I understand that correctly. I think Google is capped at <15% and $AMZN <20 or 21%. If they do buy and sell, the stake to $CRM or someone else, then yeah this would be like a massive home run. I think @ericsyuan still holds 30%+ of voting right and would most likely not sell the co without a fair price - not this dumb market determined price.

For $ZM their investments in startup and VCs is probably worth $12-14B now. They have $8B cash. So thats $20-22B. Mcap $27B. Enterprise value ex-VC = $5-7B Free cash flow $2B FCF yield 30% to 40% What am I missing?

@Barchart Musk number

JUST IN 🚨: Stock Market soars to the highest level of Greed since July 🥳🤑📈🫂

@mukund @YouTube Had left/uninstalled all social apps because of Short videos then YouTube shorts became the time killer..

You can remove short-form videos from @YouTube feed if you don’t want to see them. YouTube has rolled out the capability to set your Shorts feed limit to zero minutes, on mobile.

@anandragn yup... Funds were mega short... for me next time better prepared.

I’m not some 30-40 year market veteran, and not going to pretend like one. What we’ve seen over the last 12 sessions has been absolutely monumental and totally mind-blowing. Not complaining one bit though. WOWZER 🤯🤯🤯

@WisemanCap @svihal why put coding in headline..it's cyber naa..let rest of SaaS breath

Anthropic launches Claude Opus 4.7 with enhanced coding and vision capabilities The model includes cybersecurity safeguards that automatically detect and block requests indicating prohibited or high-risk cybersecurity uses. These safeguards serve as testing ground for eventual broader release of the company's more capable Mythos-class models. Security professionals can access cybersecurity features through Anthropic's new Cyber Verification Program

@R_and_Invest And we cannot miss Musky upcoming Space AI enabled chips :)

yup. "This would mean Anthropic will use all 4 major accelerator platforms: Nvidia GPUs, Google TPUs, Amazon Trainiums and from next year AMD GPUs. Overall, the 2027 demand picture appears very strong for AMD from OpenAI, Meta and now Anthropic as major end-users for MI450 compute..."

521 views 9 votes? thanks for playing. $AMD my pick but cant leave out $ARM longer term.

@WisemanCap crammer has given on himself :) x.com/epictrades1/st…

$MSFT started going up from the time Cramer gave up. Maybe this Cramer thing is real?

@R_and_Invest @WisemanCap hey wasn't going ..may b I misunderstood their funds...Thoma Bravo is closing its growth equity strategy less than five years after launching it, as the software-focused investor shifts its attention back toward its core buyout model of taking controlling stakes in established

@Mxms_AI @WisemanCap 🤣🤣🤣

Thoma Bravo CEO on SaaS stocks: "the most incredible buying opportunities" Thoma Bravo seeks target companies that are the highest quality business in a particular space, usually the number one player, he said. The company must have a management team with deep domain experience, along with momentum using AI to accelerate growth "If we can get those three things at these bargain prices, we are huge, huge buyers of these companies right now,"

@R_and_Invest @Apple hey its a different type of college x.com/chamath/status…

If your parents are able to spend $300K for Stanford education, you can spend $20K of @Apple Mac Studio and build your own LLM, Software instead and disrupt the disrupter.