Burak

1.6K posts

Burak

Burak

@brkben

Katılım Ağustos 2010
2.4K Takip Edilen242 Takipçiler
Anything
Anything@anything·
Introducing Anything Max: Vibe Coding that's leaps above Lovable and Bolt We've raised money at a $100M valuation and built what we believe is the future of vibe coding. We asked 100 vibe coders to build their apps side by side on Lovable, Bolt, and Anything Max and they rated Anything Max the winner across all 3 categories - accuracy, design, and 'overall'. Here's why: • Full-stack control: Max can test backend hooks, branch database states, and debug issues, because Anything owns the full infrastructure. • Max can load up your app in its own browser and click on all buttons like a human tester to find all edge case bugs, then trace the bug across the stack - could be a frontend, backend, or a database issue (only we can do this, read #1) and autonomously fix it with 97% accuracy. Lovable and Bolt build prototypes, but Max users are building production-ready apps and already charging money for them. Blake built a gut biome app to $10K run rate Anthony built a referral tool to $20k in revenue Yuri built a suite of apps doing $40K Build your app with Max: createanything.com/max -------------------------------------------- We're hosting a $100K Hackathon to help people grow their app to $10K MRR. - We'll teach you everything we know about growing to 1M users. - You'll have 30 days to build a real product in public and get paying customers for it. If you do it well, you can start the New Year with a functioning business. Retweet and comment “LFG”, and we’ll send you a $100 discount code and the link to participate
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Burak@brkben·
@elonmusk Bro fought identity politics to replace it with race politics. Please stick to the machines man.
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Burak
Burak@brkben·
@CryptoHayes Wow we have round tripped to “tether is insolvent” after so many years because there is really no narrative in crypto worth talking about these days.
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Arthur Hayes
Arthur Hayes@CryptoHayes·
The Tether folks are in the early innings of running a massive interest rate trade. How I read this audit is they think the Fed will cut rates which crushes their interest income. In response, they are buying gold and $BTC that should in theory moon as the price of money falls. A roughly 30% decline in the gold + $BTC position would wipe out their equity, and then USDT would be in theory insolvent. I'm sure some large holders and exchanges will demand a real-time view of their B/S so they can assess the solvency risk of Tether. Get out your popcorn, I expect the MSM to run wild with this, especially all the editors with TDS who want to shit on Lutnick and Cantor for backing this stablecoin.
Arthur Hayes tweet media
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Karen Resorcé
Karen Resorcé@hr_unhinged·
I noticed one employee wearing noise-canceling headphones. Not earbuds. The big, cushioned over-ear kind that create a tiny personal universe. I asked if everything was alright. He said yes, he’s just trying to focus. I told him we value focus, but isolation can misread as resistance to collaboration. He said he’s literally sitting at his desk doing his job. I told him we track human presence, not just output. He asked how presence is measured. I said imperfectly, which is why it's so important. Then I logged “avoiding spontaneous culture building opportunities” in his engagement profile.
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Eli Lake
Eli Lake@EliLake·
@MisesCaucusMA Do you know what words mean? Zionism is the view that Israel should exist. What’s absurd about believing in a state’s right to exist.
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Eli Lake
Eli Lake@EliLake·
If you’re not a Zionist, there’s something deeply wrong with you.
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Burak@brkben·
@Sykodelic_ This also means that those shorts will need to cover rapidly in case of a pullback.
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Sykodelic 🔪
Sykodelic 🔪@Sykodelic_·
I have never seen this. The liquidation heatmap has NEVER been this skewed. They have quite literally destroyed 99% of investors that where long in any way shape or form, leverage traders or holders. This is a wipe out to a level that has never been witnessed before. Right now there is... - $400m long liquidations - 12 fucking billion short liquidations And that is only up to $103k. There is 30x the amount of shorts than longs. Holy fucking shit this is insane.
Sykodelic 🔪 tweet media
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Burak
Burak@brkben·
@fidelitas_lex Naval'ın herkes gibi kendi çantasını düşünmesinden bağımsız olarak, privacy'in gerekliğine bomboş bir argüman diyip bunu sağlayan teknolojiye de bayat bir iş demek baya iddaalı bir söylem.
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Fidelitas Lex
Fidelitas Lex@fidelitas_lex·
"Zcash hakkında ne düşünüyorsun?" 3 milyon takipçili Naval'ın bomboş argüman içeren 1 Ekim tarihli paylaşımı üzerine harekete başlamış, tümüyle spekülatif bir orkestra. Naval'ın bir dönem Zcash Vakfının Yönetim Kurulunda yer aldığını biliyoruz. Görüldüğü yerde yaka paça halk yargılamasına konu olması gereken profil, 8-9 yıllık çantasında yer alan bayat bir işi yığınların üzerine boca ediyor.
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Burak@brkben·
Which fund of Vanguard? Vanguard is best known for its passive index funds and ETFs, which simply track market indices. A passive fund simply buys the stocks in the same proportions that the index holds. No stock picking Fund managers are not actively choosing what to buy or sell. If a stock is in the index, the fund will buy it as investors bring money in.
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Christopher Powers
Christopher Powers@chrisstlmo·
@brkben Vanguard bought 8M shares today or yesterday I think. You think they’ve fooled Vanguard too?
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Burak
Burak@brkben·
I’m starting to think that $PLTR has paid shills and their Ontology crap is just AI created fantasy. I think their CEO is a con artist and will go into history books.
Trade Whisperer@TradexWhisperer

$PLTR valuation makes ZERO sense But then why do institutions keep buying it? What do they know that you don't? I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance, serving as the ultimate Operating System for Data and Global Decision-Making. The world is starting to see the massive benefits of AI agents developed on the Palantir platform, which boost efficiency, drive higher earnings, and outpace the competition. Over time, Palantir will reign supreme among AI agents, with all other AI entities eventually integrating into the powerful Palantir Ecosystem. This is just the beginning. Think of $MSFT Windows. Before Windows, people relied of MS-DOS (which is another OS) and before that it was CP/M which were really bad Operating Systems. The Tools didn't talk to each other. You couldn't multitask. You couldn't perform Technical Analysis while at the same time executing the trades. You couldn't stream your games on Youtube while playing it. It was limited and fragmented into separate sessions and executable files (.exe). You were LIMITED, much less efficient. It is exactly the same for all Governments and Corporations and right now. They've grown so big, beyond scalability. Tons of data are being generated by too many programs, locations and departments. Each source of data have different expertise of people with totally separated ownerships and power over the data (e.g. Business Dept. vs Manufacturing Dept). Just like it was inefficient or impossible for MS-DOS to transfer data from one application to another in real time. It is inefficient to transfer the data from one department to another for a simple decision-making. It takes so much time, resources and too many meetings. It could take days if not weeks to get it done. Why? Because of ownership and qualifications over the data. If you don't work in the Business department then you don't qualify to play with that data. If you don't work in manufacturing department, you can't own the data. So in order to unify the two data sources. You are reliant to different groups. That's only one small example. Think of your responsibilities in your own household. One partner is probably more accurate on handling the grocery list and school events while the other is more reliable in fixing cars and backyards. As a 3rd person (perhaps an accountant), you would be reliant on each of them to provide the receipts for their own spendings. This is where Palantir's Ontology kicks in. Voila, it unifies every single data source and specialties within the company. Think of Palantir's Ontology as a digital map for a company's data. It organizes all the information in a way that makes sense, connecting different pieces of data to each other and to real-world things, like products, equipment, or customer orders. Imagine you have a messy room with all your stuff scattered around. The Ontology is like a system that helps you organize everything neatly, so you can find what you need quickly and easily. It's a way to make sense of a lot of data and use it effectively. Palantir solves scalability and reduces big corporations and governments down to its core principles, to make a good decision. With Palantir, it is much easier to grow, digitally. “There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” — Eric Schmidt “Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard “Without big data, you are blind and deaf and in the middle of a freeway.” — Geoffrey Moore Companies don't like to be blind and deaf in the middle of a freeway nor to be underperforming to be punished by the stock market. Eventually, all the data we generate will be more complex and too much for humans to digest them all. We will eventually need a AI to do that job for us but more importantly we need a stable platform for AI agents to stand on, you can't throw an AI agent in the water and expect to swim. AIs need.. ONTOLOGY. Think of AI agents as Culinary Chefs. The Palantir AI chefs will have all the ingredients and tools in ONE COMMON PLACE to make magic happen, enabling on-the-fly decision-making without the hindrances of bureaucracy or data ownership issues. This unity is the game-changer. Palantir is... A Super Integration Company And that is vastly more superior and transformative than the hype of 'AI' You can hire the best Chef in the world but without fresh ingredients and tools, he will never be effective. So that's why it's not just about AI agents, it's more about what's available to them, a unified kitchen full of many ingredients, recipes, assistants and tools. PALANTIR ONTOLOGY is precisely that Kitchen, an Operating System of Data and Global Decision-Making Just like how $MSFT has become essential to our every day lives, $PLTR will become essential to every single businesses and governments in the world. It's just matter time. The monopoly is here to stay. Is $PLTR valuation through the roofs? Hell Yeah, but what's the alternative? NONE

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Burak
Burak@brkben·
Anyone who has worked with enterprise-level databases knows that what’s being described here is fundamentally not scalable. Large-company data environments are messy, fragmented, and wildly inconsistent. There is no universal plug-and-play solution, none. Realistically, you’re looking at three to four months of projects involving data migration, cleaning, restructuring, and integration, often requiring multiple consultants, before the data is even ready for an analytical tool. So how is this a scalable business model? And that’s just the private sector. Now consider governments, especially those that may be reluctant to give an American company access to their internal data sources. The barriers get even higher. As it is described here it is just another business intelligence company wrapped in shiny probably LLM generated buzz-words.
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$PLTR valuation makes ZERO sense But then why do institutions keep buying it? What do they know that you don't? I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance, serving as the ultimate Operating System for Data and Global Decision-Making. The world is starting to see the massive benefits of AI agents developed on the Palantir platform, which boost efficiency, drive higher earnings, and outpace the competition. Over time, Palantir will reign supreme among AI agents, with all other AI entities eventually integrating into the powerful Palantir Ecosystem. This is just the beginning. Think of $MSFT Windows. Before Windows, people relied of MS-DOS (which is another OS) and before that it was CP/M which were really bad Operating Systems. The Tools didn't talk to each other. You couldn't multitask. You couldn't perform Technical Analysis while at the same time executing the trades. You couldn't stream your games on Youtube while playing it. It was limited and fragmented into separate sessions and executable files (.exe). You were LIMITED, much less efficient. It is exactly the same for all Governments and Corporations and right now. They've grown so big, beyond scalability. Tons of data are being generated by too many programs, locations and departments. Each source of data have different expertise of people with totally separated ownerships and power over the data (e.g. Business Dept. vs Manufacturing Dept). Just like it was inefficient or impossible for MS-DOS to transfer data from one application to another in real time. It is inefficient to transfer the data from one department to another for a simple decision-making. It takes so much time, resources and too many meetings. It could take days if not weeks to get it done. Why? Because of ownership and qualifications over the data. If you don't work in the Business department then you don't qualify to play with that data. If you don't work in manufacturing department, you can't own the data. So in order to unify the two data sources. You are reliant to different groups. That's only one small example. Think of your responsibilities in your own household. One partner is probably more accurate on handling the grocery list and school events while the other is more reliable in fixing cars and backyards. As a 3rd person (perhaps an accountant), you would be reliant on each of them to provide the receipts for their own spendings. This is where Palantir's Ontology kicks in. Voila, it unifies every single data source and specialties within the company. Think of Palantir's Ontology as a digital map for a company's data. It organizes all the information in a way that makes sense, connecting different pieces of data to each other and to real-world things, like products, equipment, or customer orders. Imagine you have a messy room with all your stuff scattered around. The Ontology is like a system that helps you organize everything neatly, so you can find what you need quickly and easily. It's a way to make sense of a lot of data and use it effectively. Palantir solves scalability and reduces big corporations and governments down to its core principles, to make a good decision. With Palantir, it is much easier to grow, digitally. “There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” — Eric Schmidt “Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard “Without big data, you are blind and deaf and in the middle of a freeway.” — Geoffrey Moore Companies don't like to be blind and deaf in the middle of a freeway nor to be underperforming to be punished by the stock market. Eventually, all the data we generate will be more complex and too much for humans to digest them all. We will eventually need a AI to do that job for us but more importantly we need a stable platform for AI agents to stand on, you can't throw an AI agent in the water and expect to swim. AIs need.. ONTOLOGY. Think of AI agents as Culinary Chefs. The Palantir AI chefs will have all the ingredients and tools in ONE COMMON PLACE to make magic happen, enabling on-the-fly decision-making without the hindrances of bureaucracy or data ownership issues. This unity is the game-changer. Palantir is... A Super Integration Company And that is vastly more superior and transformative than the hype of 'AI' You can hire the best Chef in the world but without fresh ingredients and tools, he will never be effective. So that's why it's not just about AI agents, it's more about what's available to them, a unified kitchen full of many ingredients, recipes, assistants and tools. PALANTIR ONTOLOGY is precisely that Kitchen, an Operating System of Data and Global Decision-Making Just like how $MSFT has become essential to our every day lives, $PLTR will become essential to every single businesses and governments in the world. It's just matter time. The monopoly is here to stay. Is $PLTR valuation through the roofs? Hell Yeah, but what's the alternative? NONE
Trade Whisperer tweet media
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SK
SK@sk_sahil24·
TLDR: 1. Satoshi Nakamoto – $115B Early mined BTC across 22k wallets. Never moved. Richest in crypto history. 2. Justin Sun – $1.9B on-chain (est. $5B+ total) Massive TRX, stETH, BTC, WLFI, and BTT bags. 3. Rain Lohmus – $886M (lost keys) Bought 250k ETH in 2014 ICO… can’t access it. 4. Vitalik Buterin – $867M ETH co-founder. Mostly ETH, plus tons of unwanted airdrops. 5. James Howells – $838M (lost hard drive) 8k BTC accidentally thrown into a landfill in Wales. 6. Stefan Thomas – $734M (lost password) 7k+ BTC locked in an IronKey wallet with only 2 password attempts left. 7. Clifton Collins – $629M (lost keys again) 6k BTC from drug dealing stored on paper… now gone. 8. Owen Gunden – $561M Early BTC trader. Recently moved 1800 BTC to Kraken, likely to sell. 9. Shixing Mao (DiscusFish) – $275M F2Pool and Cobo founder. Mostly BTC. 10. Patricio Worthalter – $226M Founder of POAP. Large ETH + RPL stash. Notable former top-10: – James Fickel – $203M (early ETH whale). – Stefan George – $106M (Gnosis co-founder). Basically: half the richest people in crypto can’t access their bags, and Satoshi is still the undisputed king 💀
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Arkham
Arkham@arkham·
CRYPTO RICH LIST: TOP 10 IDENTIFIED CRYPTO HOLDERS Crypto has created many millionaires in its past 16 years of existence. But who are the richest people ever to have come out of crypto? Our research team wrote an article on the 10 richest crypto holders that we have been able to identify so far.
Arkham tweet media
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Burak
Burak@brkben·
@CloutedMind Nothing other than market’s repricing democrats win in the next election cycle, hence collapse of Trump’s Cryptoland story. And a little bit of bubble here bubble there scare of equity markets
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Clouted
Clouted@CloutedMind·
this casually turned into the worst dip since the 2022 top which was primarily due to a massive blow up which begs the question yet again what has happened behind the scenes on 10/10 to cause this type of forced selling someone blow the whistle on this
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Burak@brkben·
@MBajc23 @RedbeardAI @michaeljburry I agree that at the maturity, yes definitely, but not as fast as they are planning or spending capital for. So there will be some reckoning in valuations before it is up only.
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Mike Bajc
Mike Bajc@MBajc23·
@brkben @RedbeardAI @michaeljburry Thinking about it in terms of "smart people" or consumers is the wrong lense. You're thinking about too much just from a ChatGPT or LLM angle. Every business and government in the world will have multiple use cases for AI at maturity.
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Cassandra Unchained
Cassandra Unchained@michaeljburry·
Every company listed below has suspicious revenue recognition. The actual chart with ALL the give-and-take deals would be unreadable. The future will regard this a picture of fraud, not a flywheel. True end demand is ridiculously small. Almost all customers are funded by their dealers. If you can name OpenAI's auditor in 1 hour you win some pride.
Cassandra Unchained tweet media
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Burak@brkben·
@MBajc23 @RedbeardAI @michaeljburry Plus you have at least 4 big players competing to scale, and at this rate either they have to crease new use cases, value propositions for whoever is going to consume it, or it is not very unlikely that one of these players will be toast.
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Burak@brkben·
@MBajc23 @RedbeardAI @michaeljburry But essentially it is revenue story isn’t it? We have never seen Capex anywhere near of this scale in such a short period of time. They will eventually need to sell this compute and my point is there are not as many (smart) people to consume it.
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Burak
Burak@brkben·
@fidelitas_lex Sunu da belirtmek lazim: Spot BTC ETF’e kagit uzerinde yatirim yapmis gibi gozuken kurumsallarin cogunun yön olarak aldigi bir pozisyon yok. Hacim’in buyuk bir kismi basis trade, yani vadeli ile yapilan bir ayagi short, digeri long olan hedge’li islemler.
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