Long Speculation

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Long Speculation

Long Speculation

@LongSpeculation

Play for home runs. Community is the asset. $TSLA 2013. Tweets are my opinions.

Private Markets Katılım Nisan 2012
1.4K Takip Edilen1.2K Takipçiler
BridgeMind
BridgeMind@bridgemindai·
Claude Computer Use CHANGES EVERYTHING. I used my phone to tell Claude Opus 4.6 to open BridgeSpace, launch a 12 agent swarm, and run a full security audit on my codebase. It controlled my Mac. Navigated the app. Configured the agents. Submitted prompts to all 12 terminals. OpenClaw is overhyped. This is the real thing. Full test and breakdown below 👇
Claude@claudeai

You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.

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Roy🇨🇦
Roy🇨🇦@GrandpaRoy2·
Initial payments for Russians signing army contracts continue to surge. A one-time payment of 3,400,000 rubles and debt cancellation of up to 10,000,000 rubles in the Tyumen region is the largest so far in Russia.
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Roy🇨🇦@GrandpaRoy2

The initial payment for a Russian signing his own death warrant as a contract soldier is now 2,560,000 rubles in Moscow. Of course he’ll be given a nice safe job as an orderly or a driver in the rear as the contract states, and not thrown into an assault group near Pokrovsk after a week of training.

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Long Speculation retweetledi
Matthew Miller
Matthew Miller@matthewmillerai·
Virality is everything. This is BridgeMind's Google Search Console. 102K impressions. 19.8K clicks. 19.3% CTR. All organic. See those two spikes? Those are moments BridgeMind went viral. Every spike permanently raised the baseline traffic. Before the first viral moment: nearly zero clicks per day. After: never dropped below 300. You don't grow with a content calendar. You grow by shipping something worth talking about and letting the internet do the rest. SEO is a byproduct of virality. Not the other way around.
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Matthew Miller
Matthew Miller@matthewmillerai·
$4,438 MRR. +318.7% growth in March. But it's not enough. The curve is climbing. The product is landing. But $5K MRR is right there and I need to ship harder to close the gap before April. BridgeBench v2. BridgeSwarm improvements. BridgeSpace updates. All in the pipeline. The revenue comes when you ship. Time to pick up the pace. bridgemind.ai
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Long Speculation
Long Speculation@LongSpeculation·
Day 5: +3 new members. Come on y’all say hi and keep grinding!
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Long Speculation
Long Speculation@LongSpeculation·
@porterstansb Followed, solid take here. We fucked ourselves out of the most prosperous nation the world has ever known. Gg 👏
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Porter Stansberry
Porter Stansberry@porterstansb·
I want everyone to remember that everything we are about to experience as a country was simple to avoid. We have failed at the basics of civilization, and so, we are going to be destroyed: 1. Don’t initiate violence. For the last 60 years, we’ve been the aggressor in every conflict. Doesn’t make us safer. 2. No representation without equity. When you can vote yourself my property without contributing yours, there is no liberty. 3. If you don’t kill the criminals, they will kill you. Empathy for victims. No mercy for perpetrators — or their families. Find a rope. And make their families pay reparations. Crime will disappear. 5. Citizenship must be earned: contribute to society, have children, pay taxes for 10 years, no criminals. Then you’re a citizen. 6. Everything you let the government do, will suck. Post office. Amtrak. Schools. Privatize all government functions with 10-year competitive bids. 7. Never allow the government to borrow money or print it. Where the government controls both the sword and the currency, there will be no freedom. What did I leave out?
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Tom Disney
Tom Disney@tomdisney·
i get it's a meme.. but E actually believing this is truly terrifying possibly no idols, time to build.
Elon Musk@elonmusk

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Long Speculation
Long Speculation@LongSpeculation·
@HansAmato @grok summarize this post. And post a picture that you think appropriately conveys the message.
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Hans Amato
Hans Amato@HansAmato·
You didn't "lose your edge" in your 30s. Your methylation broke down and nobody told you it was even a thing That sharpness you had at 24 where you could work all day, go out at night, sleep 5 hours, and still think clearly the next morning wasn't youth. It was a body that could process and recycle neurotransmitters efficiently. Dopamine got made. Serotonin got made. They got used and cleared and rebuilt in a loop that ran clean Then your B12 started dropping because your stomach acid declined from years of stress and coffee on an empty stomach. Your folate utilization shifted because you've got an MTHFR variant you've never been tested for. Your homocysteine crept up quietly. Your SAMe production fell off. And now you can't focus. You're irritable for no reason. You have this low-grade brain fog that never fully clears. Caffeine used to sharpen you up and now it just makes you anxious. You forget why you walked into rooms. You used to read for hours and now you can't finish a paragraph You went to your doctor and he said "that's just getting older." Maybe prescribed something for focus or anxiety. Probably didn't test homocysteine. Definitely didn't test methylmalonic acid or run a functional B12 panel You're running a cofactor bottleneck in the one-carbon metabolism cycle that controls how your brain makes, uses, and clears every neurotransmitter you rely on to function. Actually fixing it: Get homocysteine tested. If it's above 8 you have a methylation issue whether you "feel" it or not Active B vitamins (methylfolate + methylcobalamin + P5P). Not the cheap cyanocobalamin garbage in your CVS multivitamin that your body can barely convert Creatine. Handles roughly 40% of your methylation burden and takes pressure off the whole system Eat enough protein. Methionine from animal protein feeds the cycle. Vegans and undereaters run dry here first Glycine and collagen. Glycine is the biggest consumer of methyl groups in the body. Supplementing it directly reduces demand on the cycle Fix the gut (obviously). B12 absorption requires intrinsic factor and adequate stomach acid. If your gut is wrecked, oral B12 barely touches it Your biochemistry is running on empty and every doctor you've seen has mistaken a nutrient bottleneck for time passing. I break down the full methylation pathway, what to test, and exactly how to restore it on my substack. link in bio
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Eli
Eli@EliXPampa·
We made 215,000 people believe they could escape "the matrix" by paying $49.99/month and the matrix wasn't even a real thing. It was an idea we gave a name to and weaponized as a common enemy I'm going to tell you exactly how cult-like followings are engineered because every brand you admire is using some version of this and the ones who do it deliberately are making 10-100x more than the ones doing it accidentally There are 3 ingredients: A larger than life figure who feels like they operate on a different plane of existence than normal people. This isn't about being rich or famous, it's about the ENERGY you project being strong enough that people around you feel physically different in your presence (btw this is trainable, I've watched people build this from scratch over years of deliberate practice) A common mission that gives the group identity and purpose. "We're escaping the matrix" or "we're building generational wealth" or "we're becoming ungovernable." The specific mission matters less than the fact that it exists and creates an in-group identity that members adopt as part of who they ARE And a common enemy. This is the most important one by far. "The matrix" was just a vague concept we gave a scary name. It didn't need to be a real institution or a real person. It just needed to be something the audience already felt oppressed by that we could point at and say "THAT is what's keeping you down and WE are the people fighting it" once you have all 3… you really start to print Introduce the mission and the enemy through content that resonates with an existing wound the audience already has. Have them adopt the dress, the lingo, the preferences. When your audience starts using YOUR vocabulary to describe THEIR problems you've crossed a line that most brands never cross. "I'm escaping the matrix" is someone using your frame to describe their life. Once you hit critical mass where the in-group is self-reinforcing, meaning members are policing other members and echoing your values without being prompted, you can introduce fear and shame tactics to prevent leaving. People who don't conform get discussed in third person. "He's still plugged in." "He went back to the matrix." The group itself becomes the enforcement mechanism and you don't have to do anything except maintain the energy at the top The word "cult" is poison and you should never use it about your own following. But every brand generating $10M+ per year in the info/education space is running some version of this, most of them just don't know they're doing it and the ones who DO know are the ones printing If your audience can leave your ecosystem and feel no emotional loss you don't have a brand. You have a transaction. Not good for your wallet April 4th in Warsaw I'm breaking down the full belief architecture system, how to build the 3 ingredients deliberately, and how to engineer a following that grows itself without you having to post every day. One day then it's gone Link on my profile Pampa
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NoLimit
NoLimit@NoLimitGains·
Ladies and gentlemen, it’s happening. The S&P just lost its November lows. Read the tweet below, everything will make sense. 12 million people saw it. Have you? We are getting closer to the real opportunity but we are not there yet. When the time comes, I’ll post here first.
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NoLimit@NoLimitGains

If you’re over 18 years old, You can’t afford to miss this. The next 6–12 months are the most important of your life. Why? Because the market is setting up the greatest wealth transfer in history. Most people think the pain is over. THEY ARE WRONG. Stocks are still at the most overvalued level in history, and the stress is intensifying. Bitcoin has not officially bottomed yet. We are likely staring down one final, brutal flush. If you are dollar-cost averaging here, That’s not a mistake. Bitcoin is currently one of the most undervalued assets in the world. Accumulating slowly is a smart play to hedge your risk. If BTC drops below $60,000 and stays there for a while, I’m buying every day. But do not fire all your bullets yet. You need to keep the heavy artillery ready. Because this final crash? It will be the generational buying opportunity you’ve been praying for. DON’T WASTE TIME. Stack cash. Prepare your dry powder. This kind of setup doesn’t come very often. If you’re reading this, you’re not late. You are early in the accumulation phase. I don’t track prices, I track sentiment. I wait for maximum despair. That’s how I was able to buy every bottom and sell every top over the last decade. When the real bottom hits and I deploy a LOT of my capital, I’ll say it here publicly. A lot of people will regret not following me.

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Long Speculation
Long Speculation@LongSpeculation·
This guys is going to massively improve America. Cheers!
Nathan Spearing@thespearing

I'm a remodeling contractor and 14-year Army Special Operations veteran. For almost 10 years I've fought the same battle every trade business owner fights. Admin, lead follow-up, emails, scheduling, estimating, invoicing. All the stuff that isn't building. Then I got an AI agent. It now manages most of that for me. I stay in the field and build actual stuff for my clients. So I thought, why not put this in the hands of other tradesmen? I built Blue Collar OS. Here's what the data says: construction, installation, and repair trades have massive AI capability but almost zero actual usage. The tools exist. Nobody's built them for blue collar. So I started putting agents in the hands of tradesmen. Here's what happened: Rodney is a 62-year-old local plumber. He paid me to set up an agent on a Mac Mini in his office. He canceled a $40,000 consulting contract and built a pricing app for his field techs. In the first weekend. Matt owns Flo Glass Company. Built an entire customer portal for his business, including pricing apps for his technicians. His words: "We removed the biggest limiting factor in growing my company. Coders are in trouble." These aren't tech founders. They're tradesmen. A plumber, a glass guy. Building software because AI met them where they are. On their phone. In plain English. There are 30 million trade businesses doing over $2 trillion in revenue in the United States. Less than 1% are using AI. Not because they can't. Because nobody built it for them. 4 out of 5 of those businesses have zero office staff. The owner does everything. We gave them a chief of staff for less monthly than their cell phone bill... (not including tokens)

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BridgeMind
BridgeMind@bridgemindai·
Cursor built Composer 2 on top of Kimi K2.5. Kimi K2.5 ranks #14 on LMArena Code with 1431 Elo. Behind Claude Opus 4.6. Behind Claude Sonnet 4.6. Behind GPT 5.4. Behind Gemini 3.1 Pro. Behind GLM-5. Behind MiniMax M2.7. You're telling me Cursor picked the #14 ranked coding model as their base? MiniMax M2.7 is #9. GLM 5 is #8. Both cheaper. Both better at code. Now you understand why Composer 2 hallucinates all over the place. The foundation wasn't strong enough.
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Matthew Miller
Matthew Miller@matthewmillerai·
150 days of vibe coding an app until I make $1,000,000. Day 1 I had no product. No revenue. No audience. Day 150 I have BridgeSpace, BridgeSwarm, BridgeVoice, nearly $4,000 MRR, and 55K subscribers watching me build it all in public. Consistency is the key!
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tyag
tyag@tyags6·
Small victories
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Long Speculation
Long Speculation@LongSpeculation·
@matthewmillerai Seriously, the amount of high value you're providing is insane. You're not only creating a super high value product, but you're also the top build in public example. Cheers bro!
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Matthew Miller
Matthew Miller@matthewmillerai·
This is how I vibe code now. 5 Claude Code instances running Claude Opus 4.6 in parallel. All inside BridgeSpace. BridgeVoice in the corner taking voice commands. Building a vibe coding platform using my own vibe coding platform. That's the whole point. If I wouldn't use it, I wouldn't ship it.
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