Aries

@S24Media_ What was the song?

I know that song is just AI, but my word you can really see how much the players love it. Kinda worked in the stadium too...

@THArrowOfApollo CODE

We were Clay's largest user at one point in time, hitting their platform 17.3 million times per week. Last month we replaced them entirely with a $200/mo Claude Code subscription. I can't write code. Neither can James, my VP of Growth who built the replacement. Here's the full story. Clay is a GREAT product and I TRULY think most people should use it. But we hit their ceiling. 50,000 row limit per table. 12.5 million row cap per workspace. Tables that take days to actually delete. Clicking "run all" thousands of times and waiting days for things to clear out. So When you're processing millions of leads, all the above become the bottleneck of your entire business. James had never touched Claude Code before. Three weeks after learning it, he built our entire core system. With Clay, processing 1 million leads took 27 hours. And it would error out often enough that we would always have to plan on hitting the “run all rows” button again on 20+ clay tables. IYKYK but Our new system waterfall enriches 1 million leads in 5 seconds. 272,000 leads PER SECOND. AND On top of the core engine, we vibe coded a Google Maps scraper that pulls leads zip code by zip code across all 32,000 US zip codes. AND An AI lead finder that hits 95% contact match rates where Apollo gives you about 30%. AND Ad library scrapers for Google and LinkedIn. AND An AI campaign analysis system. AND An auto-refill system so clients never run out of leads mid-campaign. One we started building with Claude, we just couldn’t stop Now we have the data ready for clients sending 5 million emails a month within 1 week of signing the contract. I put together the full system blueprint -- every tool, the tech stack, a Clay vs custom comparison, and a 6-step playbook for building your own. Plus a video walkthrough where I show you the live system and how each tool actually works. Retweet or Reply CODE below and I'll DM it to you.

Anyone know a good spot to watch the Arsenal match in Cairo? @Arsenal_Egypt

@adamboultonTABB His organisation, @TPointUK , is active in the UK. He was also an active debater at prominent universities in the UK. It’s a global issue most reliant to the US, then the UK. Would you expect them to ignore it?

Can’t believe all this media coverage of « Charlie » Kirk . It’s America’s issue not the UK’s.

@LBC This is non-sensical, the only reason for someone to assasinate him was his platform and political views. Which of his views is up in the air, but he was the sole target of an assassination, not a random murder.

‘Surely you wait until you’re sure before you draw conclusions…’ James O’Brien wonders if he’s ‘going mad’ as he reflects on the reaction to Charlie Kirk’s assassination.

Got one spare for today, club level, block 42 - not selling, giving, but needs to be an Arsenal fan.

@ShortSightedCap Can confirm 7Brew are killing it - franchisetimes.com/franchise_merg…

Also 7Brew is very clearly killing it. Massive lines in IL, and every one we passed was busy. These new coffee chains (Dutch bros, 7Brew, Scooter’s, etc.) probably need to consolidate, but market is shifting toward them.

I spent the past week driving from Chicago to California.  Some miscellaneous observations:

@nicochristie Would love to see how it does. Invite code?

Introducing Shortcut — the first superhuman Excel agent. Shortcut one-shots most knowledge work tasks on Excel. It even scores >80% on Excel World Championship Cases in ~10 minutes. That's 10x faster than humans. Our early preview is live. Just comment for an invite code.

@Ole_Wamalwa £220k per week in the UK is = €7m per year net…

€7m Per Year is basically £100k per week. Martinelli earns almost double this. But Arsenal have not signed this guy for the last 2 YEARS because of HIGH WAGES?

Silver lining is now we get to see PSG vs Tottenham in the Super Cup?

@scottjwillis Trossard playing every week, and having more minutes than GM, wasn’t on the bingo card

Arsenal - Squad Minutes Played by Week 2024-2025 This is a graphic I have wanted to try and make for a while and I like the way it turned out. I wish I had the unused sub data here but it's not integrated but overall I don't think missing that hurts too much.

I love using the em dash — it’s pretty sad that it’s now just seen as a sign that AI was probably used.

@HarryStebbings Animal & pet meal prep companies on the other hand…

Convince me otherwise: Meal prep companies are one of the most unattractive investments. Low margin. High competition. Difficult product marketing. High CACs. Low retention. Hard logistics. Any counters?

@STLChrisH 20x multiple on FM is crazy; 5x is more palatable and at a push 10/15x if it’s TiC and very high quality. Also, not sure that management dropping EBITDA >80% would be profitable in any sector!

One private equity group just lost $460 million in their latest HVAC platform acquisition. Everyone touts the wins. No one publicly acknowledges the raging dumpster fires. Paid 20x on $28M of EBITDA. Roughly 2 years later: Down to $5M of EBITDA. The lesson? It is NOT easy.

@zunguthatsall What’s your view on why they’ve deviated so much? Stellenboshch an outlier because of international investment & tourism or something else?

If he is the best in the world at his position is a different argument. You said “The team is outgrowing him” - I take that to mean he is in the bottom 50% of players and/or is limiting performances. For me, he is neither of those, so is either outgrowing the team himself, or demanding signings in other positions to raise the level.

@AriesShom He does but is he the best we can get?

Martin Odegaard is sensational but maybe just maybe, the team is outgrowing him, thoughts? twitter.com/OdegaardStuff/…

@RodKahx Interested to see this list and criteria used to calculate it - please share the link?

Canada: 4th best country in the world in the latest ranking. USA: Doesn't even make the list. No, I want nothing to do with being part of the US.

@1886_blog @ThePlugAFC You lot are too quick 😂

Mood.

@onepeg So say as a US private investor you owned shares in Evraz (or a similar suspended listed company) - your investment collateral is being used for the loan?

For people that may not know, when Russia invaded Ukraine, all Russian companies that were being traded on the NYSE and other foreign exchanges were all halted and their assets seized by the G7 member governments. The loan is being funded by those seized assets, not tax dollars.