Inflectiv AI ⧉

@inflectivAI Great AI starts with great data. That's the real advantage Inflectiv brings

What nobody tells you about building AI agents: The model is 10% of the work. The data is 90% of the work. Inflectiv handles the hard 90%. Focus on what matters: app.inflectiv.ai

@GustavoOct17172 You are absolutely right, Gustavo🙂

@inflectivAI the data is actually everything

@inflectivAI InflectivAi is making lives simple

@inflectivAI Inflectiv taking the heavy lift so builders can actually ship

@gray_bling You sir, are correct🙂

@inflectivAI The model is easy. The data is the real challenge. Inflectiv gets that right

@inflectivAI Data is essential for building,with inflectiv AI building is easier

@inflectivAI A great model can't fix poor data. The foundation always matters most

@harleyfoote_ @dwarkesh_sp 💯💯

@inflectivAI 'the data is 90%' — yeah and it's a black hole of incomprehensible sludge you can't audit 💀 (@dwarkesh_sp)

@inflectivAI "when the data is 100% accurate, you don't have to worry about anything"... that's inflective does when it comed to building an ai agent.

@CheinRanger Exactly. An agent is only as useful as the intelligence it can access, and clean, structured data gives it something reliable to reason from.

@inflectivAI Clean data is what makes agents truly useful

@morhplay Spot on, MorhTek🙂

@inflectivAI Structured data is the real advantage.

@inflectivAI A good model can't fix bad data.

@EmmanuelDo77115 Can't agree more🙂

@inflectivAI Clean data beats bigger models every time.

@inflectivAI Better inputs usually mean better outputs.

@StockSavvyShay @FuturumEquities Companies that keep delivering clear results can still stand out even when the field grows more crowded.

The reason $PLTR has pulled back this year is that it has gone from being viewed as THE AI application winner to AN AI application winner which is a one-letter shift that has completely changed how the market values the stock. At its peak, investors paid nearly 200x earnings because Palantir appeared to be the only public software company clearly converting AI demand into accelerating fundamentals. That multiple has since compressed toward 80x as $SNOW, $DDOG, $MSFT and Databricks prove enterprise AI will have multiple winners.

@Agrippa_Inv Power limits could shift the advantage toward operators who already secured large energy supplies for future expansion.

Elon Musk: "By the end of this year, chip production will outpace the ability to turn chips on." I doubt most investors understand the profundity of this statement and its implications for cloud providers like $IREN. If chip production (hardware supply) does outpace the ability to turn chips on (hardware demand), due to power constraints, how do you think that plays out for semi margins and for the hardware expenses cloud providers carry? The forces of supply and demand would dictate that margins compress and hardware prices come down. That carries major implications for the broader AI industry. For one, the earnings power of many semis could be in the process of peaking. But the more interesting implication for investors in the likes of $IREN is that falling AI hardware costs mean a lower relative capex burden, and thus lower depreciation, leading to expanding profit margins. My honest read on Elon's comment is that he may be early by a year or two, but I firmly believe this is the direction we're heading. In fact, I believe we're heading into a multi-year period I've coined the "golden age of neoclouds," in which cloud margins expand as a direct result of this phenomenon. The golden age is obviously only 'golden' for those able to take advantage of falling hardware prices, meaning those able to actually plug the chips in. In other words, the primary beneficiaries will be the clouds that secured access to power early and can leverage it to expand their data center footprint, while competitors sit stuck at the bottleneck. With one of the world's largest and fastest growing secured power portfolios at 5.8 GW, up nearly 3 GW in only 6 months, my money is on $IREN.

@SuiNetwork Separating operational control from key custody makes automated treasury systems far more practical for risk-conscious teams.

Would you let an AI agent run your company's treasury? Not if it holds the keys. Not if every balance is public. A prototype from the Mysten team gives agents the job but not the keys and keeps the numbers encrypted. Built on Seal MPC and confidential transfers on Sui. 🧵

@higgsfield_ai Large prize pools like this can attract a wide range of talented creators and raise overall production standards.

We are announcing a $1,000,000 festival. Higgsfield Global Film Festival is here. 1. A $1,000,000 contest, 14 winners, Academy Award-winning jury members 2. Hell Grind, Zephyr, and Mork open-sourced, every prompt public 3. Full breakdowns of how our best films were made Read below:

@WallStreetApes Stronger privacy safeguards on platforms could prevent automated systems from escalating private jokes into formal investigations.

This is horrifying Snapchat AI is scanning through messages and things you post, even to your private stories with limited people The AI can flag that content and then send it to the FBI. This is real and it’s already happened “Everything you do, say, write, and post is being monitored — a young teacher's assistant lost a lesson plan when a disruptive student closed her computer. She vented with a joke to friends. "Should I shoot him?" (She was joking, just venting) She wasn't armed, and she posed no immediate threat. She said this in a private story online on Snapchat to 3 people, and none of those people reported her to authorities” “But as it turns out, the 3 people with access to the private story weren't alone. They were joined by Snapchat's artificial intelligence system. Snapchat AI scanned her message, flagged it, and then sent it immediately to the FBI” “The story is horrifying, but it illustrates a new and dark reality. The world you grew up in is gone” She was arrested for disorderly conduct, spent one night in jail, and lost her student-teaching placement I watched the original news report and even the news report confirmed the police said she was no threat but was still arrested and booked anyway We are all under mass surveillance and AI is taking it one massive step further

@amitisinvesting Reliable progress on these fronts helps reduce uncertainty for those building positions over years.

$PLTR Palantir reports Q2 2026 results today. The first livestream I ever did to cover their earnings was Q4 2021. At the time, the company did $433M in revenue and has a -14% operating margin. Today, the company is expected to announce $1.8B in revenue (4x their quarterly revenue from 5 years ago) and have 50%+ operating margins. It has been an incredible journey that has allowed so many regular people like myself to participate in it because of the company’s remarkable execution. I expect Palantir to deliver strong results but more importantly, Alex Karp has changed the entire street’s perspective on what it means for AI to actually deliver value for an enterprise and where the burden of creating value lies in, which is the application layer, the part of the stack that actually sits down with an enterprise to figure out how to make these models mean something. I believe the street will begin their journey to understanding how important it is. Regardless of stock reaction, the company continues to execute and I continue to have extreme conviction that Palantir is the company that will win in the age of AI because they make sure that their customers are winning with them.