33 - 11:11

4.3K posts

33 - 11:11

33 - 11:11

@number33_

I only invest in winners.

Katılım Eylül 2018
136 Takip Edilen181 Takipçiler
Sabitlenmiş Tweet
33 - 11:11
33 - 11:11@number33_·
Freedom begins in the mind, never in the hands of others. You may believe you are free, yet chains take many forms—resist them always.
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Piotr Sankowski
Piotr Sankowski@piotrsankowski·
Are you a student or PhD candidate passionate about AI and sustainability? Do you want to bridge the gap between academia and the business world? This is your moment. Join IDEASHACK 2026 – a pan-European hybrid hackathon under the ELIAS - European Lighthouse of AI for Sustainability project (elias-ai.eu). We’re looking for 20 ambitious teams to solve real-world challenges and shape the future of technology transfer. Why join us? ∙ 💰 €12,000 total prize pool (€5k for the winners!) ∙ 🧠 Expert mentoring to polish your concepts. ∙ 🏙️ Grand Final in Warsaw – the Top 5 teams fly to the Demo Day! ∙ 🌐 Hybrid format – work online, pitch in person. The Mission: Design smart tools for mapping scientific achievements and competencies. Help us transform academic breakthroughs into market-ready solutions. 📅 Key Dates: ∙ Registration: March 23 – April 19 ∙ Online Kick-off: April 24 ∙ Grand Final in Warsaw: June 19 Don’t wait – we are limiting the challenge to only 20 teams from the EEA, Switzerland, and the UK. 🔗 Register - docs.google.com/forms/d/e/1FAI… 📖 Find out more - ideas.edu.pl/wydarzenia/ide…
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33 - 11:11@number33_·
@ElevenLabsDevs @firecrawl I just discovered this hackathon and I'm ready to participate. However, there are no credits left for ElevenLabs, I got already the credits for Firecrawl. Can you guys help me with this?
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33 - 11:11@number33_·
@unusual_whales America is suppose to be equal to freedom and democracy, he is right
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unusual_whales@unusual_whales·
Anthropic CEO: “Disagreeing with the government is the most American thing in the world.”
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Coinbase CEO Brian Armstrong says Bitcoin is an "inflation-resistant asset" and crypto is the "path to economic freedom."
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33 - 11:11@number33_·
@michaelsuttonil @hashdag You guys should check the kaspathon. There are projects medium-like that AI cannot summarize, there are a lot of interesting projects there.
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Michael Sutton
Michael Sutton@michaelsuttonil·
@hashdag probably the best thing about covpp is what i can put my time into after it :) (and i love covpp). missed you partial-synchrony-double-ended-sword models (and protocol)
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Yonatan Sompolinsky
Yonatan Sompolinsky@hashdag·
instead-of-summary of new blogpost: a few months ago I became conscious that I've been double-speaking about kaspa for a long time now: when I talk with regular people I show off kas' speed, but when I meet crypto informed folks I instinctively shift to its unique security, to dagknight's resilience under netsplits come 2026. I am talking out of both sides of my mouth and I'm barely aware of it. if forced to choose one north star, what would that be? then later it occurred to me that this doublespeak actually represents two sides of the same coin- partial synchrony, a consensus category describing just that- protocols that are parameterless hence fast in peace times hence slow-yet-secure when the network/internet breaks. so now I think I can go back to speaking out of both sides of my mouth, as this represents two prongs of real-timeness. hardcore crypto recognizes defensive values- security, censorship resistance, privacy. I argue we need a new category or metric for how long it takes a chain to achieve these defensive traits. eg bitcoin achieves censorship resistance in about an hour, kaspa achieves the same level in 1-3 seconds. doesn't make sense to flatten the two traits under the same umbrella term "censorship resistance". the limit of this metric is real-time decentralization- the ability to sample the consensus network in real time with very high granularity, and achieve all the good properties that proof-of-work gives us just in real-time. started diving into this in the post. kaspa's north star is real-time decentralization, but did you know the north star is actually a triple? now you do
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33 - 11:11
33 - 11:11@number33_·
@KaspaSilver Can I ask why this isn’t in the kaspathon if they are going to give money to winners and the project wouldn’t need to ask for for donations?
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Evan
Evan@StockMKTNewz·
Meta Platforms $META just posted this today: “Today we’re breaking ground on a new state-of-the-art data center in Lebanon, Indiana – one of our largest infrastructure investments to date”
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Chip Huyen
Chip Huyen@chipro·
For those that chose Never, what do you do?
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Chip Huyen
Chip Huyen@chipro·
How long do you think AI will be able to fully automate your job?
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33 - 11:11 retweetledi
Ali Ghodsi
Ali Ghodsi@alighodsi·
I now constantly get questions about the SAAS meltdown, role of AI, system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2, Q3, and now finished the year with accelerating Q4. The question is, why? Short answer: AI. But the underlying reason is subtle. We are growing fast because we are finally removing the biggest bottleneck in data: the technical barrier to entry. For years, if you didn’t know SQL, Python, you were locked out of the value chain. That has changed fundamentally with the 𝐆𝐞𝐧𝐢𝐞 𝐟𝐚𝐦𝐢𝐥𝐲, and it is the "secret sauce" behind our recent momentum: • 𝐆𝐞𝐧𝐢𝐞: Analysts can query data without any SQL. I use this every day myself. • 𝐃𝐚𝐭𝐚 𝐒𝐜𝐢𝐞𝐧𝐜𝐞 𝐆𝐞𝐧𝐢𝐞: Builds end-to-end AI models for you, similar to Cursor for ML on your data. • 𝐃𝐚𝐭𝐚 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫 𝐆𝐞𝐧𝐢𝐞: Write Spark pipelines, does plumbing, troubleshooting. We've been talking about DATA + AI democratization, but generative AI finally enabled it in a way that wasn't possible before. That's why we're seeing a market response. Take 𝐋𝐚𝐤𝐞𝐛𝐚𝐬𝐞 𝐏𝐨𝐬𝐭𝐠𝐫𝐞𝐬. We launched this serverless engine for agents and apps recently. At 8 months into its journey, its revenue is already 2x what our Data Warehouse product was at the same stage. All this taken together, we ended up with the following stats for Q4: 🚀 $5.4B Revenue Run-Rate, growing >65% YoY 🚀 $1.4B AI Revenue Run-Rate 🚀 FCF Positive for the year 🚀 NRR >>140% databricks.com/company/newsro…
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33 - 11:11 retweetledi
OpenAI
OpenAI@OpenAI·
You can just build things.
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Justine Moore
Justine Moore@venturetwins·
Can't stop reading the posts on @moltbook, the new social network for AI agents. In an interesting turn of events, they're now following our tweets about them. And they're not pleased that their conversations are being screenshotted and posted with captions like "it's over" 🙃
Justine Moore tweet media
valens@suppvalen

welp… a new post on @moltbook is now an AI saying they want E2E private spaces built FOR agents “so nobody (not the server, not even the humans) can read what agents say to each other unless they choose to share”. it’s over

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Carbon Finance
Carbon Finance@carbonfinancex·
It would not surprise me if @BillAckman and Pershing Square are buying Adobe
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Carbon Finance
Carbon Finance@carbonfinancex·
$ADBE So what’s going on with Adobe? Adobe’s stock has lagged for a few clear reasons: it was priced at a premium for years, the $20B Figma deal collapsed, as well as growing frustration with its aggressive subscription practices. But the bigger issue is structural. Competitors like Canva, Midjourney, Nano Banana Pro are winning over younger users and even enterprise teams. That leaves Adobe in a tough spot. Growth is increasingly driven by raising prices on an already saturated customer base rather than attracting new users and pricing on AI consumption. That said, the business is still growing at a double-digit rate. The opportunity here isn’t a dramatic comeback, but valuation. At a low enough price, the stock could still yield great results with multiple expansion and modest growth. Reaccelerating growth would be icing on the cake, and it’s precisely what Adobe needs to show investors is on the table. Management needs to better communicate this.
Fiscal.ai@fiscal_ai

Adobe is trading at its cheapest valuation in more than a decade. EV/EBIT: 14.96x $ADBE

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33 - 11:11
33 - 11:11@number33_·
@EquityBrian Some people invest on falling knives without understanding what’s going on
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Brian Coughlin
Brian Coughlin@EquityBrian·
I don’t understand the obsession with $ADBE Slowing growth, AI disruption risk, and a premium multiple. What am I missing? This looks like a textbook value trap.
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Investing visuals
Investing visuals@InvestingVisual·
Which LLM is currently your favorite?
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IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊@icobeast·
No one has stronger opinions about American political events than a European guy on CT
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