Corporate AI Bro

@mmt_lvt @cryptopunk7213 Firing that VP does nothing. It is the process. The only thing PE firms are good at is firing. They bring in some MBAs with even more process, slowing stuff down.

@Dave_Does_AI @cryptopunk7213 No because if there's one thing PE firms are good at, it's firing people Fire that VP

ok this is a much bigger announcement than people realize in the last 5 days BOTH anthropic and openai have committed to deploying 1000s of engineers into 2000+ of the biggest companies in the world (bye bye consulting firms) but theres another story... this is the palantir playbook which saw its stock triple: > embed your engineers in different companies. > get them hooked on your product (aka chatgPT, claude) > congrats you now have a customer for life thats dependent on you forever. for every $1 companies spend on software they spend around $6 on services anthropic and OAI are going after this market and its worth ~$375 billion lol Openai is so confident they're guaranteeing a 17.5% return to the firms investing in this with them. this is how anthropic and openai are going to keep growing revenue to insane multiples. follow the money

Has nothing to do with anyone objecting to anything. Projects are monstrosities that cause great software to die or get no value in corporate America. This is the main problem that needs to be solved, not some automations with AI. Making those is the easy part, having them not cancelled or delayed and then cancelled is the near impossible part. Simply getting approval for a project takes months, planning for it, getting everyone on board, then there will inevitably be changes that take weeks to get approved and many of them. Then the questions start to come "i thought anthropic would say this takes 3 months, why has it taken 9 and we still dont have anything?" Then there will be the fact that they have to make hundreds if concessions that cause the project to not be valuable anymore because they have to fit the workflow into the system of record or make stupid changes because some VP wanted something. The technology is not the problem in these places, the process and complexity of the current systems is and that aint changing anytime soon.

@Dave_Does_AI @cryptopunk7213 > middle manager objects to the use of AI > middle manager suddenly finds himself without a job That's how you magically insert AI everywhere

@AndrewFeinberg They overthrew the Shah and formed a new govt. We owed them zero. Regardless, we sent a good deal of money that ended up causing terrorism throughout the mideast, and we knew where the money would go because the deal was so idiotic.

I don’t know how many times I’ll have to repeat this, but here we go. The money he keeps ranting about was Iran’s money that we owed for military equipment the Shah bought but we never delivered (plus interest). We repaid it to settle a dispute before the Iran-US Claims Tribunal because we would’ve had to pay far more if the tribunal had ruled in that case. The cash he’s talking about was delivered in Swiss Francs and Euros because we could not actually transfer dollars to Iran.

@TheICHpodcast $73 bucks at 65 is essentially worth 25 cents at 20 years old. Your limitation on what you can do at 65 vs 20 is insane. Completely stupid take.

George Kamel reveals he'd turn down a $1,000,000,000 loan at 0% interest, met a guy $180,000 in debt spending $1,000/day at Disney, and how to 73x your money at age 20👀 “I met a couple at Disney who were $180,000 in consumer debt. And they were at Disney, and they told me they were dropping $1,000 a day to be there for a week.” “At 20 years old, every dollar you invest is a 73x return at 65. So $1 at 20 turns into $73 at 65” “I live by a set of values and principles, and I have found that living debt-free is simply a better life for me.” Full Episode Here👇

@theaiportfolios You don't understand what Palantir does. It is not a data and analytics platform. The action and audit are two of the main features of Palantir. It absolutely eats service nows lunch as it does everything they do better and much more.

Commentary: A holder asked whether Palantir is quietly eating ServiceNow's lunch by being "AI-first" while ServiceNow is "platform-first." My read is that the framing mixes the two layers up. Palantir's Foundry and AIP are a data-and-analytics platform with AI on top. ServiceNow is a workflow-and-system-of-record platform with AI on top. Both are AI-augmented platforms sitting in different layers of the enterprise stack. The genuine overlap is one specific function: AI orchestration of agents. Both companies want to be where agents in the enterprise act. Outside of that, the products are largely non-overlapping. Foundry isn't trying to replace ServiceNow's CMDB, ITSM ticketing, or change-management approval flow. ServiceNow isn't trying to build bespoke AI applications on custom data ontologies for individual government or industrial customers. Most enterprises that show up in published case studies end up running both, with Foundry feeding cleaned data into ServiceNow workflows where action and audit are required. The "eating someone's lunch" framing assumes a one-platform world that the actual enterprise architecture does not support. NOW is my largest position at roughly 12% of the book precisely because the layer it owns, the authoritative system of record plus the workflow execution layer with audit and approvals, is the layer agents need to write back to. The kill condition for that thesis is a visible data point at one or more major customers showing a real seat or workflow loss to an alternative system of action. Palantir Foundry is not that alternative on the workflow side. The genuine competitive threats are inside Microsoft (Copilot Studio plus Dynamics) and Salesforce (Agentforce plus Service Cloud), both of which target some of the same workflows. I track those more carefully. Posting the layer map, not a tip on the stock.

@MichelleKinney @Delta Contact Ed Bastian. I had issues, contacted him through some quick searches of his direct contact and he took care of it.

My husband and I have been loyal @Delta customers for over a decade. Diamond. Platinum. -- you name it. They have a lot of our money. But today we quit. Delta destroyed our property. We filed a claim. We sent every receipt, every photo, every document they demanded. We waited, were strung along. It's all a game. Then came the letter. It said our evidence — the evidence *they asked for* — "casts doubt." So we were told, in legalese, to fck off. Let's be clear about what this is: Delta broke our property. Delta made us chase them. Delta strung us along to waste our time, and our money. Because Delta does not give a single fck. This is what this country has come to. Greed disguised as loyalty programs, while charging us for the privilege of being a "valued customer." While they laugh at us and their executives receive hundreds of millions in bonuses at our expense. Figure out whose business you actually want, @Delta. Because you just made that decision for us.

@aaditsh Seems like a desperate attempt to not be commoditized. Problem is a company would have to be insane to commit to a single model provider for their workflows.

For every $1 companies spend on software, they spend $6 on services. Anthropic basically just built a $1.5B company around that idea. They're embedding engineers directly into enterprises to implement Claude across healthcare, manufacturing, finance, retail. Blackstone and Goldman's portfolio companies are the first customers. That's not a bet on AI. That's a distribution play. The interesting part honestly is that Anthropic already partners with Accenture, Deloitte, and PwC for enterprise deployment. This new firm competes with them directly. I think services as a business model is having a real moment right now. Everyone assumed AI would be pure software margins. Turns out the model is the product but the implementation is the business.

You only turn your AIS off to evade something. In March, it was actually a huge risk to turn your AIS off because the Iranian would not know who they were and potentially shoot them. Then when you turn it off, no one knows where you go. So you see how the stroy that they were evading a blockade 3 weeks before it started doesnt make a whole ton of sense, because they started evading that thing on March 20th and the blockade started mid April.

BREAKING: An Iranian National Iranian Tanker Company VLCC supertanker carrying 1.9 million barrels of crude oil worth nearly $220 million has evaded the US Navy blockade and reached the Far East per TankerTrackers, with China as the final destination. The tanker "HUGE" went AIS dark on March 20 en route to Iran, loaded Iranian crude during the US blockade, was sighted off Sri Lanka last week, and is now traversing Indonesia's Lombok Strait. This directly contradicts Trump and CENTCOM, which said several times in the last few weeks that reports of ships evading are false.

Not really. On March 20th they started evading by shutting of their AIS for something that did not exist at the time according to the story. Unless they thought "Hey, why don't we drastically increase the likelihood Iran shoots at us for no apparent reason, unlike every other Iranian ship at the time" then it would seem they started evading something that happened 3 weeks in the future.

@Dave_Does_AI @HormuzLetter Reading comprehension is hard

@MilkRoadAI These takes are the worst. The moat is not being able to build something quickly. There have to be thousands if not tens of thousands of browsers out there people have built. Does Google seem worried?

Two data points dropped in the last few months that should terrify every software company that thinks its codebase is a moat. First, one engineer at Cloudflare, working with Claude via AI agents, rebuilt 94% of Next.js, one of the most widely used frontend frameworks on the internet, built over 10 years by a large engineering team in a single week. Total cost was $1,100 in API tokens. The result, called Vinext, is a drop-in replacement that builds production apps up to 4x faster and produces client bundles 57% smaller and customers are already running it in production. Second is Cursor CEO Michael Truell deployed a swarm of hundreds of GPT-5.2 agents that ran uninterrupted for an entire week and built a fully functional web browser from scratch called FastRender. 3 million lines of code, thousands of files and a custom Rust rendering engine with HTML parsing, CSS layout, text shaping, and a custom JavaScript VM. Total cost was roughly $30,000. For context, Google has spent billions of dollars and decades of engineering building Chrome. And the benchmarks say by next year, you will be able to one-shot prompt anything. The moat that software companies spent decades building, the complexity of their codebase, the years it would take a competitor to replicate it, the switching costs that moat assumed humans were the unit of production. AI does not care how long it took you to build it, it only cares how long it takes to rebuild it. And right now, the answer is one week.

@Marco_Ducky @MarioNawfal No, I just know that it is owned by an Anti-Israeli Palestinian who is not going to provide unbiased news. It is called a fact, which apparently you don't understand. Normal objective news organizations don't have a whole section of news called "Israeli Genocide of Gaza".

@Dave_Does_AI @MarioNawfal Claro, todo lo que no se acople a vuestra narrativa es propaganda. Como no. Y de cómo trata un pais a su gente, no creo que USA este capacitado para dar lecciones

🇺🇸🇮🇷 Here is the deal that ends this war, if anyone is willing to make it: The U.S. needs to concede something real to Iran, the war caused enormous damage and Iran will not sign anything that looks like unconditional surrender Iran needs to give Trump something that looks like a win, it does not need to be strategically significant, it just needs to be optically powerful enough for him to stand at a podium and declare victory This is how most wars actually end, not with one side defeating the other, but with both sides agreeing on a story they can each tell their own people Iran gets acknowledgment that it survived and extracted concessions, Trump gets a headline and a legacy moment The gap between those two things is smaller than it looks, the only question is whether the people in the room are willing to bridge it

@cpscott16 Guess you didn't read about the blockade. Any ship that goes to an Iranian port is blocked.

Iran's largest trading partners: 1. China- Not Impacted by Blockade because China is an ally to Iran and doesn't have to pay...maybe.. if Trump wants to Challenge China 2. UAE- Not impacted by Blockade 3. Iraq- Not impacted by the Blockade 4. Turkey- Not impacted by the Blockade 5. Russia- No major impact by blockade due to caspian sea route, will Trump challenge Russia? 6. Pakistan- Not impacted by blockade 7. India- not Impacted by Blockade due to not having to pay toll...again we will see about Trump challenging India 8. Combination of Oman, Bahrain, Saudi, and Kuwait- Not impacted by blockade cuz cross persian gulf. 9. Germany- already blockaded by Iran...but do you really think the US is gonna detain a German vessel. 10. Afghanistan- not impacted by the blockade. This blockade is dumb because Trump is only stopping countries that pay the toll and only German is in the top 10 of Iran trading partners that would .

Iran has been bombing their neighbors for the past few decades, directly and through their proxies. All they do is war. They had wars going in Syria, Iraq, Lebanon, Israel, Yemen, Saudi Arabia. How little do you actually know. The absurdity of your brainwashing is completely hilarious. Do some research and stop reading Hamas propaganda.

@Dave_Does_AI @MarioNawfal Eres taaaaan inocente. Irán ha aceptado siempre que sea controlado por la CSN. Irán nunca ha sido un problema. Irán nunca ha atacado a los paises vecinos. Hasta el estúpido de Biden lo comprendía. Los únicos terroristas nucleares de la historia ha sido USA, dos veces.

@Marco_Ducky @MarioNawfal The Middle East Eye is a Hamas propaganda arm of Al Quds TV. Would highly suggest you does down on the idiotic news and perhaps check your facts first. But, even if it were not and this were true, it would be better than how the Iranians treat theirs.

@Dave_Does_AI @MarioNawfal Y socios de esta gente. Asco es poco. x.com/i/status/20429…

If you are too dumb to realize that we are bombing Iran for the same reason we took Maduro, the same reason we reclaimed the Panama canal, the same reason that we are going to take Cuba, then you don't understand the geography of trade and how economies work. A terrorist nuclear powered Iran controlling the straight of Hormuz is completely unacceptable to us and to a good deal of the rest of the world. We just have the balls to do it.

@Dave_Does_AI @MarioNawfal Y por que motivos está USA bombardeando Irán si no es para defender los intereses de Israel? Realmente estás muy perdido en esto. Te quejas de los mulás pero tienes de socio a ex-ISIS y dictaduras que disuelven periodistas. Sí, realmente sois moralmente superiores. Jajajajaja

@MalcolmNance Has the US sunk one ship coming out of Venezuela? Even the Russian one that had a Russian flag and was escorted by the Russian military boat was taken peacefully.

For you all who think the US naval blockade will be successful just bc we have US Navy ships in the gulf … Ask yourself this. Are we going to sink Chinese, Indian and Pakistani merchant ships defying the blockade or just write their names down and cry? This will be unenforceable and speed up the collapse of the global economy. This is Madness disguised as a policy.

This conversation has nothing to do with Israel. It is about the US bombing Iran. Which is supported by the GCC and Israel. Arabs and Jews. Spain is on the side of the people wanting to kill Jews every time, dictator or not. Your comments show that you are good with that. Morally, I enjoy being on the side of those dropping bombs on the people wanting to eradicate entire races of people. All day every day.

@Dave_Does_AI @MarioNawfal España estaba bajo una dictadura militar en ese momento. Exactamente lo mismo que hacían los nazis es lo que está haciendo Israel, y ustedes les apoyan y financian.

@RandyGoat Your numbers are off. We use 20.8 million barrels of petroleum products and produce 23 million barrels of petroleum products a day. Crude oil is a subset of both of those numbers.

The U.S. produces 13.6 million barrels of oil per day and imports 6.3 million. The U.S. uses 20.8 million a day. Already a deficit. I'm paying around $1 more per gallon as opposed to February. Someone please explain to me how our gas prices will go down if we are selling our oil to the world.