teflonlessdon

@DevelopAll These are vertical software solutions they provide to their clients. Yes, they use the tools themselves but these are inherently SaaS products they sell seats on.

What’s interesting about $ORCL ’s push into utilities isn’t just software - it’s positioning. As AI drives massive power demand, the stack starts to form: • Nuclear (like $OKLO ) → supply • Utilities → distribution • Oracle → optimization Energy is the real bottleneck of AI.

@KelsWingert So odd they have the Sky Priority line in North terminal. Almost felt bad flowing right through while the less fortunate moan…

Hartsfield Jackson ATL Airport: 9:03am- got to airport for 12:45pm flight 9:04- in line at digital ID bag drop 9:06- bag checked 9:11- in security line 9:47- made it to precheck line split 10:30- ID checked 10:32- bags into machine 10:37- ofiicially thru security 10:41- on tram

@_DavidRumsey @FOS There she is.

The important things at the Players Championship ⬇️ Every year a giant tuna is delivered to TPC Sawgrass to serve at the exclusive Players Club, which costs $11,000 for a weekly pass. This year's tuna was a 550-pounder caught off the coast of Spain earlier this week.

@mindofachaser All tracked in Oracle WMS Cloud.

I love capitalism. I just did a quote for a massive construction company. As I walked through their offices, I found a huge room of blue Fastenal vending machines. They were filled with tools, drill bits, blades, hardhats, etc. Each one had a price on the window. Intrigued, I asked the owner what is the story on these. He mentioned to me that Fastenal comes in and stocks up all the different types of tools and PPE this specific construction company needs. Everything is priced way above Home Depot or Lowe’s prices. The construction company only pays for the tools or items whenever somebody actually “buys” them vs stocking 200 hard hats at once or keeping inventory of miscellaneous tools. This saves the company countless hours of labor since the employee doesn’t have to go to Home Depot or Lowe’s aka travel time, walking around the store, and scrolling on Instagram in the parking lot. Less time shopping for tools = more time working and charging the customer. Owner said no matter how much they spend on the parts in these machines, they save ten fold on labor. Of course the machine also automatically tracks when inventory is low and a guy comes out to fill it back up. Fucking genius. Only in America! 🇺🇸🏃🏻‍♂️💨🏁

Insane I, a layman, can deploy NVDA PersonaPlex speech to speech AI model in 1 hour @claudeai 1) rent RTX 4090 GPU time on @runpod 2) download the repo from @huggingface and moshi python package 3)create the pod setup and enable a web terminal to insert 4) launch server

@rohanpaul_ai What Oracle is doing in their ERP/HCM/SCM and the Agent Studio brings these workflows to the business data. Using agent tools like the Business Object, calculator, MCP A2A and API to external systems to create workflow agents. And they have observability/ testing. long Oracle.

@profplum99 made this free for all to read. It's the most important thing most of us will read all year. Just take 5 minutes and read it now: yesigiveafig.com/p/part-1-my-li…

@BowTiedBroke Sure

Husqvarna sent me a stack of chainsaws to give away because a bear stole mine & Internet went wild. I’m adding a 4 day/3 nt stay to my Smoky Mtn cabin. (Side by side tours, meet Jimmy & me, see old moonshine stills, crazy views). To enter (100% free, no purchase necessary): 1) Follow @BowTiedBroke 2) Comment on THIS post with literally anything (tag friends = extra luck with the dartboard later 👀) Contest runs exactly 24 hours —-> closes tomorrow at 10:00 AM EST At close, @grok will instantly pick 20 random commenters with accounts older than 3 months. Then, I put those 20 names on a dartboard, film one throw, and THAT person wins everything. No bots, no BS, fully transparent. Grok posts the 20 here, the dart decides destiny 🎯 Sorry international followers (not that I have that many) U.S. followers only for this one. Cabin is in Tennessee, chainsaws are heavy, and bears don’t do passports. Let’s go! Drop a reply and let’s see who the Chainsaw stealing bear chooses.

@OfAthenry Fun and Fancy Free probably the best Mickey short out there. Jack and the Beanstalk 🔥

@Jkauff87 @Fidelity Same. Why no info given? Love seeing a 95% drop on a fund with no communication

@Fidelity is their a reason doxgx stock is showing significantly lower then what is show online. My fidelity account lost a ton of money today

@Benioff @Dreamforce @salesforce @SalesCloud @agentforce This is the stalest, lamest looking product ever and the demo is so convoluted, unreal how poor the execution is.

The future of Sales Cloud is here: Agentic Sales, powered by Agentforce 🚀 ❌ Manual tasks & guesswork
✅ Every lead answered
✅ Every appointment scheduled
✅ Humans + agents closing together See it at @Dreamforce!

@rohanpaul_ai I like what Oracle is doing in this space — releasing an IDE for their clients to use best practice agent templates that get released quarterly, and build their own custom agents with tools (API, A2A framework, access to the business objects, calculators etc). Security and IAM

Goldman Sachs Research projects AI agents are set to take over the profit pool in software while also making the whole market bigger. Agents are expected to account for >60% of software economics by 2030, so more of the dollars flow to agentic workloads rather than classic SaaS seats. An agent here means a system that acts with autonomy, adapts to changes, keeps memory of context, and calls APIs to complete multi step work. Most deployments today are still chatbots wired to LLMs, while the stronger agent patterns are proofs of concept or internal pilots. The stack needs a stable platform layer plus guardrails for identity, security, and data integrity, and broad standardization is at least 12 months away. Reliability and memory are improving, which reduces failure loops and makes hands off execution workable across support, sales, marketing, and developer tools. Vendors that wrap workflows in agents become the new user interface for knowledge work, which lets them capture part of the productivity gain rather than pass it all to customers.

@noat_future No US shipping?

Waitlist has started to drop. They’re going out in batches, keep an eye on your inbox and await instructions to activate your account and get early access.

@SylentTrade Top signal!!

I own 114k shares of $OSCR now at a $15.35 average. 1.75mil invested.

@Mike_kim714 12

Final US Open giveaway. You get this duffle bag, my US open credentials, a pair of my Footjoy premier shoes that I’ll sign (worn during my titleist shoot) Winner is first person to guess my locker number this week. 1-200 No cheating! Some of you asked insiders to look my locker number up 😂

@thedealdirector They’re just salty bc they make 150k a year while we make that base salary.

This is being shared across LinkedIn, as they dunk on us. Is it true, tech sales anon? Is this what we've become?

@thedealdirector Source

Do you understand, tech sales anon?

@realEstateTrent You have a cleaner come twice a week and your house is still a mess? And a nanny? Your cleanup should take 15 min. Cook ahead of time w repeatable meals.

Been chatting with my wife about an issue I want to solve, but am a bit stumped -- so thought I would ask the question here, and maybe get some ideas: We both work full-time, and have two young kids at home. Our nanny leaves at 5pm, and then I get home a bit after that. We play with the kids for about an hour (while my wife makes them dinner), have dinner, and then we each give one of them a bath, and help put them to bed. By then it's around 7pm, we're both completely exhausted. We would like nothing more than to enjoy some downtime the rest of the night after a long day, but the work is just beginning. The kitchen and dining areas are now a mess from dinner, the dishes need to be done, and food needs to be prepared for the kids for the next day. By the time all of it is done, it's after 9pm, we are beyond exhausted, and the day is essentially over. We have a cleaner that comes to the house twice a week, but of course wraps up well before 6pm. What do other people do to solve this issue? How do you win back your free time after the kids go do bed, without leaving a mess overnight and ensuring they have food ready for the next day?

@PJaccetturo I’m trying to put the pieces together on. Watercolor storybook for children. Interested in the right stack. Looking for some advice on how to structure!

AI video quality just 10x’d overnight. I’m speechless. Kling 2.0 just dropped and I’ve already burned through $1,250 in credits testing its limits. I’ve never seen motion this fluid or prompts this accurate. Here’s exactly how I made this video, step-by-step 👇🧵

@sdSaaSlinger Yep. It’s a fine line between smashing successes and total failure. And years of work with limited at bats. If it goes your way, you make hay. If not, utter depression.

@teflonless You’re going for those whalessss

What do other sellers do when they’re in a slump? Asking for a friend