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A.S
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A.S
@AS01582
🌐 Unlock Bitcoin's Potential 🔔 Breaking News 🌐 Global Perspectives ‼️Bitcoin Newsletter https://t.co/Xh1VcFTcg7
🇬🇧 Katılım Eylül 2021
3.7K Takip Edilen2.5K Takipçiler

SNEAKO notices Andrew Tate has LOST his core audience and doesn’t have the same relevance or influence anymore 😳
“I’m on stream with Professor Jiang getting 9k live viewers. The reason Tate doesn’t stream anymore is because he only gets around 4k live viewers. He’s lost his audience and doesn’t have the same relevance. I literally 5x view ratio'd Tristan Tate’s last podcast with my reaction. This is why they’re so desperate to clout chase off Clavicular and use words like ‘mogging’ and ‘maxxing’ to win over the Gen Z audience.”
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🇮🇷 DID IRAN USE CHEMICAL WEAPONS ON PROTESTERS?
Yesterday we posted about claims regarding chemical weapons having been used against Iranian protesters.
Here’s what we know, and my opinion on the matter
Bill Esterson, a member of the British Labour Party’s foreign policy team, made this claim on GB News basing it on a “credible” report. The story was then reported by many media outlets.
As mentioned in our tweet, this claim was not verified and hasn’t been mentioned by any other sources.
Many were upset by this claim, and rightly so, comparing it to similar claims by the U.S. which were later debunked (Iraq’s alleged stockpiles of chemical weapons, or accusations against Soviet-backed forces in Vietnam and Laos)
My Thoughts: It’s simple, we do not know.
There is a complete internet blackout and no foreign journalists are allowed.
However, although I am very critical of the regime, I doubt they used chemical weapons on the protesters. They do not need to, they significantly outnumber and outgun the people on the streets, and using chemical weapons would not only justify, but create a moral imperative for Trump to intervene, something they are desperately trying to avoid.
I do however believe they shot unarmed protesters in a very brutal crackdown, one that seems to dwarf any other protest in Iran’s modern history, including the 1979 revolution.
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@APompliano This is probably the most sensible thing you have said in the past two weeks.
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New episode with @RaoulGMI out now! @santiagoroel
We discuss:
- Market sell off
- Liquidity in 2026
- Trading crypto cycles
- Valuing crypto networks
- DATs, Raoul's AI thesis, & more!
Timestamps:
00:00 Introduction
01:25 Where Are We In The Macro Cycle?
10:11 How To Value Crypto Networks?
20:58 Ads (Zcash, Katana)
22:14 The K-Shaped Economy
25:31 Has The DAT Bubble Burst?
28:24 Why Liquidity Drives Markets
38:19 Ads (Zcash, Katana)
39:35 How To Trade Crypto Cycles
49:57 Ads (VanEck, Uniswap)
51:39 Raoul's AI Thesis
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THIS IS A GENERATIONAL MOMENT TO START A COMPANY AND STEAL MARKET SHARE FROM BILLION-DOLLAR INCUMBENTS
most billion-dollar companies are "adding AI" the same way blockbuster "added streaming." slowly. defensively. committee-approved baby steps while the world changes around them. (
here's how you steal their market share from billion dollar incumbents:
build AI-first everything.
AI-native products that couldn't exist without language models at their core.
the opportunities are everywhere:
1. vertical AI agents: pick a job title. insurance underwriter. freight broker. customer success manager. build AI that IS that person. commercial insurance software costs $30k/year and brokers still review policies manually. AI-first version: upload policy, get gaps in 30 seconds. the AI is the underwriter.
2. CLI-first tools: developers are living in the terminal with AI. cursor and aider changed everything. what other workflows belong in the command line? AI-powered database management. infrastructure automation. deployment tools. the entire devops stack rebuilt for engineers who think in prompts.
3. AI-native SaaS: don't add chatbots to old interfaces. rebuild the entire product assuming AI exists. expense software where receipts explain themselves. CRMs where meeting notes write themselves. project management where tasks assign themselves.
4. distribution as a moat: build the audience, brand, or community that becomes the gateway to AI for specific industries. own the youtube channel teaching realtors to use AI. build the newsletter showing lawyers AI workflows. create the community where dentists share AI automations. the models are commoditized. distribution isn't.
the incumbents can't do any of this. they're stuck adding "AI-powered insights" to software designed when obama was president. note: @meetLCA helps companies go AI-first in a tasteful way)
meanwhile, entire boring industries don't even know what's happening in AI. insurance companies think claude is a guy from montreal. logistics firms route everything through excel. your doctor office has a fax machine
framework for thinking about where opportunities could exist:
1. find anywhere humans are basically expensive routers. moving data. matching patterns. following decision trees. that's where AI-first wins.
2. price at 70% of the incumbent. be 10x better AND cheaper. impossible to ignore.
3. start with power users who've already hacked together solutions. they get it immediately. everyone else follows them.
4. 1% of any market equals generational wealth. pick boring b2b. pick massive TAM. pick workflows that make people want to quit.
note: you can use @ideabrowser for validated startup ideas, painpoints, and prompts to build your idea
the prime window is 12-18 months. eventually incumbents will all be AI-first in the same way that desktop companies became mobile-first eventually. And it will be harder to compete.
now's the models are good enough so you can actually build on top of them to create insane value for customers.
the moment to steal market share from billion dollar giants has never been more in reach.
90% of the incumbents are still sleeping. how much market share will you steal before they wake up?
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Perfection is impossible.
Roger Federer played 1,526 singles matches across his career.
He won nearly 80%.
But he only won 54% of all the points he played.
Which means that even one of the greatest to ever do it lost nearly every other point.
Treat every iteration like it matters, then let it go.
Whether it’s an unforced error or a perfect winner, it’s still just one point.
One failed relationship, one embarrassing interaction, one late wakeup time.
It’s still just one point.
What matters most is how quickly you reset, and where you finish in the end.
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This man is a danger to our children. He perpetuates victim culture in a Souf Landan accent.
Gary Stevenson@garyseconomics
My message to the super rich
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