Mxd Invest

@ChrisUniverse1 @iiAntilliaantje not really , its ewc priority so as long the winner of road to msi is already qualified for ewc the spot is giving to the best team from ewc qualifier which is the top 3 spot. The only way to not qualify is if Kt wins road to msi.

@iiAntilliaantje Interesting everyone was saying 3 So it would be GENG T1 top 2 and the 3rd place in road to MSI gets it?

We will face HLE or NS tomorrow. We have beaten both teams already this season. Our drafts are very good today, our laning was very good as well for the most part. Can we play from 18 to 25 minutes without running it and giving the win away? We’ll see.

@mvcinvesting would be interesting to know how much they lost from the governements deals, they would have even more thats crazy

Five months ago, Anthropic guided for $20-26B in ARR by YE2026, up from $9B in YE2025. Everyone thought it was unrealistic. We’re in April, and they’ve already reached $30B. Anthropic runs its observability data on ClickHouse, billed on a usage-based model. Long $NBIS. And remember, ClickHouse also works with OpenAI, Tesla, Meta, Microsoft, Cloudflare, and many other AI leaders. With inference demand exploding, things will only get better from here. In the medium term, $NBIS' 25% stake could easily be worth more than $10B. That’s a lot of “free” capital.

@KobeissiLetter @amitisinvesting lmao

You can't make this up: Iran's trading advice to US investors actually worked. At 4:12 PM ET on Sunday, Iran's Speaker of the Parliament said pre-market news is a "reverse indicator" and if they "dump" the market, then "go long." At 6:00 PM ET, S&P 500 futures opened nearly -1% lower and fell just 30 points away from correction territory. By 11:00 PM ET, S&P 500 futures had reversed all losses and turned green. Then, at 7:25 AM ET today, President Trump posted that "great progress" is being made on Iran peace talks. Now, the S&P 500 is trading +100 points above its low seen just hours ago, adding +$900 billion in market cap. We are in the most unusual times in market history.

@_weidai @amitisinvesting

The state of Claude vs. Codex, in two tweets.

@amitisinvesting is me or the vc tab not working?

first time I ever vibe coded something today basic website to centralize information around the channel, meetups, etc. in one place but it took an hour…and I didn’t see one line of code at some point I even yelled at Claude to fix a mistake that kept popping up and it was then fixed…felt like a product manager yelling at an engineer lol imagining use cases for the enterprise with this tech makes you realize how early we are… i pay $20/month but if it said I had ran out of credits…I would have no choice but to buy more, there’s no way I wouldn’t have which explains why the foundation model companies are growing so quick, especially with the coding usecase all of it flows back to $NVDA and the semis… macro is holding everything down but this trend is not going backwards…we are going higher website below ⬇️

@FunOfInvesting Why theres a faster limit on Claude than Gpt? I had openai pro for almost a year the no limit was the reason I picked the pro , last month I tried Claude pro and the Claude answers are so much better, I was surprised when I saw the message limit while I was on pro

After my morning vibe-coding experience with Claude im convinced of 4 things: 1. People who dont adapt will struggle. 2. The future will be product managers. I've never felt so unshackled by technical resources. 3. There’ll be a huge brain drain from big corps to solopreneurs who build niche tools / plugins / mobile apps and just make stupid money off simple tools 4. I suddenly feel way more underinvested in AI than I did when my experience was entirely prompt-based.

I realised I didnt know what I was owning, Next month I bought Nvidia and Hood and 3 weeks later Liberation day happened, this time I knew what I owned and just bought more of Amzn Hood and Nvidia, in may I found about Nebius and bought 15 shares at 37.50$, My vision to how to