manucm

290 posts

manucm banner
manucm

manucm

@ManuCortizo

gtm @ msft

Madrid Katılım Kasım 2010
313 Takip Edilen163 Takipçiler
Xoel
Xoel@xoelipedes·
@Jesusvivas11 Y aunque a ti te vaya de puta madre, de qué vale si el resto del país es pobre, la gente con la que creciste es minoría, los más válidos se han pirado y los que han entrado ni loco dejarías a tu hija a solas con ellos?
Español
2
0
8
691
Xoel
Xoel@xoelipedes·
Me pasan 2 cosas a la vez. Cada día hablo con peña listisima y soy 100% optimista con cómo me va a a mí y a esta gente de la que por suerte estoy rodeado. A la vez, 100% pesimista con el futuro de ahora a 20 años de España. Las cosas se van a poner MUY mal Soy el único?
Español
21
2
82
11.4K
malinvestment.jpeg
malinvestment.jpeg@malinvested·
Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics. “Well, as a matter of fact, I won't, because ultimately the application layer is just ….” The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.
malinvestment.jpeg tweet media
English
359
1.1K
11.8K
1.8M
manucm
manucm@ManuCortizo·
@iagolast Sí, esto es igual que es lo peor de todo
Español
0
0
0
6
iagolast
iagolast@iagolast·
El año que decidí mudarme de Barcelona a Galicia porque “ya no llueve tanto” Luego la gente me pregunta por tengo tengo tantos pet projects…
La Voz de Galicia@lavozdegalicia

🌧🌧 #Galicia registra actualmente la anomalía húmeda más intensa de la Tierra 🔸Desde noviembre ha llovido el 71 % de los días, sin apenas tregua en enero 🔸Algunas estaciones han recogido más de 1.800 litros por metro cuadrado, tanto como en un año lavoz.gal/4mbo42

Español
3
0
20
5.8K
KawzInvests 🦑
KawzInvests 🦑@KawzInvests·
$OPTT (~$90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain awareness infrastructure. Anduril doesn't partner with nobodies. The setup: - Backlog up 184% YoY to $15M - Pipeline at $137.5M (+63% YoY) - Mythos AI partnership for autonomous systems - AUVSI Trusted Operator certification - Expanding into UAE via defense partners - HC Wainwright initiated Buy, $1.50 PT (stock is ~$0.40) Maritime autonomy is exactly where defense spending is headed. PowerBuoys + WAM-V autonomous surface vehicles = persistent ocean surveillance without manned assets. But here's the catch: -> Q2 revenue was $0.4M vs $2.4M prior year -> Net loss of $10.8M in Q2 -> Cash position is $11.7M as of Oct 31, 2025 -> Operating cash burn was $13.1M over six months -> Stock-based comp drove expenses to $8.7M (vs $4.7M prior year) The Anduril partnership legitimizes the tech. The backlog is real. The sector tailwinds are there. Seems pretty asymmetric to me but the cash runway is tight. Dilution risk is real if they need to raise before revenue scales.
KawzInvests 🦑 tweet media
English
91
179
2.9K
958.8K
Brandon Luu, MD
Brandon Luu, MD@BrandonLuuMD·
Someone just coughed on you. You were on a crowded flight. Now your coworker is sick. The window to prevent infection is narrow. Here’s exactly what to do in the critical hours after a high-risk exposure 🧵1/13
Brandon Luu, MD tweet media
English
168
1.1K
6.1K
2.1M
manucm
manucm@ManuCortizo·
2nd day but not last
GIF
English
0
0
0
114
manucm
manucm@ManuCortizo·
Radiohead never fails.
manucm tweet media
English
0
0
0
277
iagolast
iagolast@iagolast·
Acabo de escuchar lo de "deberiamos tener un plan por si se cae amazon". Para mi AMAZON es el plan que la gente tiene! La alternativa son "datacenters caseros" que salvo que seas google se van a caer mas veces que AWS.
Español
3
0
14
1.4K
cesar.wtf
cesar.wtf@heycesr·
Enjoyed my discussion with Supreme Leader Kim Jong Un on how AI education and literacy will keep our free societies ahead. We spoke about AI empowering everyone to build software and the importance of ensuring it serves quality and progress. Optimistic for peace, safety, and greatness for NK and its neighbors.
cesar.wtf tweet media
English
25
3
218
13.5K
manucm retweetledi
Michael Knowles
Michael Knowles@michaeljknowles·
This is the Golden Age of America ethos. Millennial irony and cynicism are dead. Zoomer sincerity and enthusiasm are in. No more blasé glottal fry. Now we speak with our chest. An excellent sign of the times!
English
323
652
15.5K
1.2M
manucm
manucm@ManuCortizo·
@elwatto Si no existiese, habría que inventarla
Español
0
0
1
249
Miguel Carranza
Miguel Carranza@elwatto·
Hoy, en Españita... el funcionario no nos hace el DNI de las niñas porque, aparentemente, el pasaporte ESPAÑOL no es un documento que te acredite como español 🇪🇸📈
Español
84
22
390
112.1K
manucm
manucm@ManuCortizo·
@jaltma good taste, nothing beats radiohead though
English
0
0
0
16
Jack Altman
Jack Altman@jaltma·
These are some of my favorite albums, what else would I like?
Jack Altman tweet media
English
65
1
109
25.9K
Odín del Río
Odín del Río@odin_delrio·
any java/kotlin engineers here using VS Code? I never thought about leaving IntelliJ, but having copilot for free makes me think about it (I pay for the jetbrains AI plugin but I'm not that happy)
English
3
0
0
303
@levelsio
@levelsio@levelsio·
Self driving cars can react 150x faster than a human driver Human driver: - reaction time 0.3 seconds - execution time 1-2 seconds Self driving car: - reaction time 0.001 seconds - execution time 0.1 seconds
reed@reed

watch @waymo avoid calamity with a scooter rider

English
194
243
4.1K
478.9K
Martinez
Martinez@MrtnzAlvrz·
Vamos, venga, que saldremos de esta, entre todos lo sacamos, arriba españa!
Español
5
0
6
4.5K
manucm retweetledi
David Bonilla
David Bonilla@david_bonilla·
No todos saben que pueden desgravarse el 80% de los primeros 250€ de donación. Si donas 50€, en realidad solo te supondrá 10€, el resto se restará de tu declaración de la renta. Un buen amigo de Valencia me recomienda que lo hagamos en la Cruz Roja. cercadeti.cruzroja.es/ayudaafectados…
Español
16
97
175
28.5K
Don Raggio
Don Raggio@Raggiomoral·
¿Qué se regala en el bautizo de un ahijado?
Español
55
0
35
15.5K