Omar

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Omar

Omar

@omarmsimon

Founder & managing partner at Virtus Financial Partners. Acquiring outdoors & recreation businesses. Wannabe endurance athlete.

San Diego, CA Katılım Aralık 2022
831 Takip Edilen369 Takipçiler
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Omar
Omar@omarmsimon·
We run a software focused holding company with an outstanding portfolio of profitable, longstanding businesses in niche spaces. Our team is small. 2/3 of our acquisitions were off-market. We perform 100% of our diligence & QoE in house. We're operationally heavy-handed. If you're new in the space and have questions, please don't hesitate to ask. If you're tenured in the space, I would love to connect. Our team's historically had zero social media presence (not even a LinkedIn). I want to change that, and I look forward to sharing more of our findings, insights, performance, and processes as we continue to scale.
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Omar
Omar@omarmsimon·
@yieldsearcher The last ship to leave the strait pre-conflict arrived in port this week. That crude has to now be refined, and then transported to its end destination. Inventory data is a lagging indicator due to transit & processing time.
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Mr. VIX
Mr. VIX@yieldsearcher·
When the war started, the headlines were filled with gloom and doom such as Taiwan has 11 days of gas supply, EU jet fuel gonna run dry in couple months, etc. Now that we are 8 wks into the war, we have not had any major disruptions or shortages in supplies, just higher px. Inventory datas look fine too. So what is the missing piece?
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Omar
Omar@omarmsimon·
"you need to see it to believe how bad it is" is the most succinct description of Azure's UI. Early last year, we completely altered a feature's architecture/capabilities because we were stuck in an access doom loop in the partner portal for 3-weeks with no support whatsoever.
Max Brodeur-Urbas@MaxBrodeurUrbas

.@satyanadella I am begging you. take 10 minutes and try to use azure microsoft is literally doing a disservice to mankind by putting this software into the world set up an Oauth app, try to build something in the ms ecosystem you need to see it to believe how bad it is

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Omar
Omar@omarmsimon·
@ThePrimeagen Anthropic has negative margins on inference. Nobody wins here. Cash bonfire.
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Omar
Omar@omarmsimon·
@mjfree You just gained one.
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Omar
Omar@omarmsimon·
@UltraLinx It’s so good. Eagerly awaiting SSH support!
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Oliur
Oliur@UltraLinx·
Huge. Conductor is my main way of using Claude code and codex now. I pretty much don’t touch anything else. It’s really that good.
Charlie Holtz@charlieholtz

Big news for @conductor_build! We've raised a $22m Series A from Spark and Matrix. We raised this round from @ilyasu at Matrix, who also led our seed round and is joining our board, @nabeel at Spark, @ycombinator, and founders of Notion and Linear. We're grateful to be working with investors we trust and admire. Here’s how we got here and where we’re going:

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Omar
Omar@omarmsimon·
@mihirtwt Absolutely love this. Is the webpage live somewhere? Would love to check it out.
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OPM@mihirtwt·
added this effect in the hero section, using css masking over a dithered image.
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Omar
Omar@omarmsimon·
@daviddorg This is awesome. I want one.
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David Daines
David Daines@daviddorg·
This is my “Screenless phone” I will be using for my year without screens I write on paper I scan it in It follows my commands: send a text, send an email, print me this beautiful artwork (I love John William Waterhouse) The future is near
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Omar
Omar@omarmsimon·
@bprintco Awesome. Looks like I’m buying some new sunglasses
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Alex B
Alex B@bprintco·
@omarmsimon Yes you can. You can adjust the soul.md specifically to sessions with your glasses
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Alex B
Alex B@bprintco·
Oh myyy god… This took me like 2 hours to set up, it wasn’t easy, but it’s absolutely bananas. I can take my agent who’s fully trained on my business along on quotes with me. It listens and talks in my ear if I forgot to tell the customer something. It can pull up my entire database of Brushworks documents and tell me exactly what my account numbers are or the exact hours we did the last service. I had it logging visual machine inspections and logging new damage to FieldFix I was finally putting together the Blackstone grille my wife got me for Christmas and it told me I missed a part… You guys… this is INSANE. The power this has is far beyond what these guys are promoting. Imagine equipping your sales team with this and they can have live access to every tiny piece of information about your product / service and the agent is whispering in their ear the perfect response to every hesitation the customer has 🤯🤯🤯🤯🤯
Rohan Paul@rohanpaul_ai

This open-source Github repo gives your ClawdBot eyes! 🦞 Real-time AI assistant for Meta Ray-Ban smart glasses. Voice + vision + agentic actions via Gemini Live and OpenClaw Put on your glasses, tap the AI button, and talk: - Gemini sees through your glasses camera and describes the scene - delegates to OpenClaw, which adds it via your connected apps - Can route through OpenClaw to WhatsApp/Telegram/iMessage - web search via OpenClaw, results spoken back The glasses camera streams at ~1fps to Gemini for visual context, while audio flows bidirectionally in real-time.

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Omar
Omar@omarmsimon·
@bprintco This is so cool. Thanks for the demo. How well can you manage/tune its responses? Can you tune for maximum brevity so responses are super concise?
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Garry Tan
Garry Tan@garrytan·
The fastest way to get started with GStack in a new project is @conductor_build It's literally in the Quick start It's also my preferred harness-harness. I regularly run 20 workers at the same time now.
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Omar
Omar@omarmsimon·
@bp22 Correct. I can’t pull myself away from my laptop these days.
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Bill Perkins (Guy)
Bill Perkins (Guy)@bp22·
Claude code addiction is a real thing and some of us need help. Speaking for a friend 😜
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Parag pawar
Parag pawar@Dharmikpawar13·
🚨𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Build your next app without spending a dollar on data. Someone made a list of 320,000+ free public APIs, and developers are going crazy. → Weather, finance, news, sports, crypto → AI & machine learning APIs you can call right now → Government open data, maps, geolocation → Entertainment: movies, music, games, anime → Categorized, searchable, and verified as working Free and 100% open source. Link Bellow:👇 just like + comment " send" + repost+ Follow me so that it can be auto DM.
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Omar
Omar@omarmsimon·
@amorriscode Auto routing queries and sub agents to non-frontier models for token efficiency. Better / more intuitive organization of projects & chats Native key manager
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Anthony Morris ツ
Anthony Morris ツ@amorriscode·
if you like claude code desktop today, you're going to be pretty happy in the next few weeks. things are starting to feel really good. thanks for your patience while we iterate on this one. happy sunday. 🫡
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Omar
Omar@omarmsimon·
@jamonholmgren This is probably the most valuable thread I’ve stumbled across on X. Thank you for sharing
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Jamon
Jamon@jamonholmgren·
To reiterate a few things so they don't get lost: 1. I never want to review another agent-produced plan again. Waste of my time, overwhelming, not worth it. It's valuable *to the agent*, but not to me. 2. I will burn all the tokens, run all the tests, do all the validations to make sure that when the work product lands on my desk, it's as good as the agents can make it. My time and energy is the most important thing here. 3. The feedback loop is critical: I'll work on the process, docs, and specs as much as I need to, in order to reap the benefits in future sessions. No more manual guidance via interactive sessions (with the exception of exploratory hacking).
Jamon@jamonholmgren

My current agentic workflow is about 5x faster, better quality, I understand the system better, and I’m having fun again. My previous workflows have left me exhausted, overwhelmed, and feeling out of touch with the systems I was building. They also degraded quality too much. This is way better. I’m not ready to describe in detail. It’s still evolving a bit. But I’ll give you a high level here. I call this the Night Shift workflow.

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Omar
Omar@omarmsimon·
Really enjoyed your perspective. A friend of a friend who works for one of the “big two” AI labs said that they still use all the traditional SaaS tools internally. Nothing is home grown/bespoke, and there’s been no push towards it. I’m not sure people realize how many have a vested interest in pitching the AI doomsday narrative. The AI labs obviously have incentive as the must justify their lofty valuations and cash burn. Social/traditional media voices have incentive because fear drives clicks and engagement. Beyond that, AI accounted for 20-25% of GDP growth in 2025. Everyone has a vested interest in this narrative.
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mal
mal@mal_shaik·
what founders on this app actually use their own product? be honest. lmk
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Omar
Omar@omarmsimon·
@ericmigi @tanujnotes If this thing died every year, it’d still take 5+ years to cost as much as my Oura ring. Obviously serves a much different purpose, but still. Love the concept of not using to charge it.
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Tanuj
Tanuj@tanujnotes·
The backlash over it not being rechargeable is ridiculous. The battery is designed to last for years. Even smart rings that are rechargeable aren't expected to last more than a few years. Not having to charge one more device is a feature, not a bug.
Eric Migicovsky@ericmigi

We just launched a new product - @Pebble Index 01 It's a small ring, with a button and mic. Press the button, talk and it saves your thought. I use it many times during the day to jot down reminders, todos, book recs, etc while my hands are full. Just $75 - preorders open today

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The Long Investor
The Long Investor@TheLongInvest·
For the people in the back Those that didn’t think we’d get a Seasonal Weakness either and cried their little hearts out when it did come and they were rugged THIS IS THE FINAL RALLY The market will go higher before a collapse!! This is NOT bullish It is giving you one more chance before you get wiped out because you haven’t prepared This short term rally will be smart moneys exit liquidity I have been clear.
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