Thy Law

@KULOLO808 @qualtrim A good business can still be too expensive. I think Tesla is in that bracket

@qualtrim If Warren truly understood the $TSLA business, he would consider it a steal at these levels…

Here are 5 technology stocks with a premium valuation that could make Warren Buffett cringe: 1. $TSLA - Tesla - P/E: 312.3x

@rp1016 @minjecoin @JoelHman @qualtrim You underestimate customer trust, fluid UI. And customer support

Uber is an app not an eco system. It’s utter garbage that steals from drivers essentially. Why would a robocab operator Waymo/tesla/zoox etc etc use uber they have 1000s of engineers who can write a similar or superior app and not have to pay a cut. The reason drivers use uber is because they can’t write an app or get commercial insurance at scale. Waymo is just using that partnership in certain markets because they have limited vehicles.

Bill Ackman believes "the highest quality businesses in the world are trading extremely cheap". Here's a list of some of the businesses he's talking about: 1. $UBER - Uber Technologies - Sept 2025 = 24.7x FCF - Mar 2026 = 14.9x FCF

@TrollinNYC @0xCarlos_ @Barchart Envy is such an ugly trait smh

@0xCarlos_ @Barchart Actually, it's a pretty common Buffett L. It's so weird how people worship this guy and ignore how many mediocre or even just bad investments Berkshire has made. The majority of their returns over the last generation have come from just a few companies.

BREAKING 🚨: UnitedHealth $UNH has now plunged all the way back below Warren Buffett's Berkshire Hathaway 2025 purchase price 📉💸

@Cabello1k @amir7iqbal_amir @City_Xtra @ElkingsDaz @Jack_Gaughan Showing basic respect being framed as “licking ass” by you, says more about your lack of class and home training than you think.

@amir7iqbal_amir @City_Xtra @ElkingsDaz @Jack_Gaughan I’m sorry for not licking the ass of a guy who gets paid the gdp of other countries and gets injured every 2 matches. Also he ain’t won us shit he was part of the team that won us the treble. It’s a team sport

BREAKING: John Stones has returned to #ManCity after a calf problem with England. [via @Jack_Gaughan]

@krishnamakes @icanvardar ChatGPT response man

Expensive compute that changed how millions of people work daily. That's not "nothing special" that's infrastructure. But here's the real problem nobody talks about. A solo founder paying $500/month pre revenue on AI APIs to build a micro SaaS that charges $20-50/month or a team of 100 employees where profitability is the major challenge. The math doesn't work yet. You're spending more on the tools than your customers pay you. AI isn't overhyped. It's overpriced for the people who need it most. The day inference costs drop 10x and output quality stays the same, that's when it actually gets interesting. Not AGI. Not sentience. Just cheap, reliable, precise models that a bootstrapped founder can afford without burning runway on API bills. We're not in the AI revolution yet. We're in the AI tax era. The revolution starts when the cost disappears.

people are slowly realizing ai isn’t anything special, it’s just insanely expensive compute

@vincent_vancode Don’t think this makes sense. Coinbase pass on yield to customers. If they cannot they will just keep it, or funnel users to defi products on Base where they make money on sequencer fees.

Coinbase and Circle earn from USDC reserve yield on Treasuries/cash ~$2.75B gross in 2025 on ~$75B+ supply Circle gets gross income but pays ~60%+ in distribution (mostly to Coinbase). Coinbase takes 100% on-platform yield + 50% elsewhere, earning $1.35B (19% of its revenue). Losses to each entity if yield is not permitted: - Coinbase: $1.35 billion - Circle: $0–$0.5 billion So yeah, @brian_armstrong is hurting hard. The reason why anyone listens to Brian is cos of their millions of dollars "contributed" to PACs (like Fairshake), and lining multiple pockets (let's call it political donations).

@vincent_vancode Wrong bill. Says a lot about the effort put into the tweet

Why Circle (and somewhat Coinbase) are going to be impacted by Genius Act Circle earns revenue primarily from Interest on USDC reserves (cash, short Treasuries, repos). With Coinbase: Circle shares ~50% of reserve yield off-platform and lets Coinbase keep 100% on-platform; Coinbase uses this to pay users ~3-4% “rewards” for simply holding USDC. GENIUS Act impact: Bans issuers from paying any yield/interest to holders solely for holding (Section 4). OCC proposals create a presumption against revenue-sharing deals with partners like Coinbase that effectively pass through passive rewards. The arrangement faces rewrite or restriction. RLUSD is a totally different animal, and the demand for it is driven by utility, not by offering yield. Put that in your pipe and smoke it.

@legen_eth That you don’t know simple math?

If you invested $1,000 in $NVDA 5 years ago You’d have $126,040 today. If you invested $1,000 in $ETH 5 years ago You’d have 1,200 today. What’s the lesson here?

@_Investinq Exploits get found all the time. New patterns get created. Tech gets deprecated fast which is why getting a textbook most times is a waste of money. So how will AI agents account for this as it stands? Claude doesn’t even closely follow a 100 line md file.

Chamath Palihapitiya just said something that should terrify every software company on earth. He said developer judgment, knowing which database to use, which cloud fits a specific workload, which architecture scales, used to be the thing companies actually paid for. However, AI agents don’t have preferences. They optimize for cost and outcome and if something cheaper exists somewhere else, they’ll switch, migrate the data, and move on. The chess analogy @chamath used is great. Once AI solved the optimal path in every position, human intuition stopped being a competitive edge. He thinks coding is heading the same direction and that real implications for SaaS. Companies like Stripe, Vercel, and Snowflake were built partly on switching costs, the friction of changing tools that developers had strong opinions about. Agents don’t have opinions and they don’t get taken to steak dinners or sold into multi-year contracts. The deeper question his comments raise isn’t really about developers, it’s about what happens to the entire layer of software that was built assuming humans would be making the decisions. If agents are choosing the tools, optimizing the spend, and switching vendors automatically, the value shifts away from the software itself and toward whoever is best at running the agents. That’s the uncomfortable idea buried in what sounds like a hot take.

@TheEstevaoView You don’t get shown on the big screen during league matches. This isn’t the NBA

He looked at the big screen, saw he was on it and reacted The most performative manager ever, pathetic x.com/youngjohne8776…

@mcfcplanet @SamLee Dias kept him onside, not Khusanov.

@SamLee Is it just me or was it the other player that was offside by a long way???

We have it!

@solvingfrank Lol even Steve Jobs wrote a letter acknowledging his limits. Let’s not be dense to think not having to build all infra required to succeed, isn’t orders of magnitude harder than working in locations that want you to succeed.

@Merciless365 @Mollyploofkins Aaron Burr, Alexander Hamilton, Jonathan Dayton, James Madison, James Monroe, Isaac Newton.

@Mollyploofkins A kid. A kid was doing this? They hired a kid! This just enrages me.

One of Musk's DOGE bros explains how he flagged "DEI" grants for termination

@RyanCamden5 @iampaulgrewal If the bill passes as is, Coinbase will keep the yields on the stablecoins and not pass it on to users. I’m not sure what your point is

@iampaulgrewal Coinbase would rather the bill fail to ensure they keep there sweet yield from usdc partnership. Crypto will die but thank for Coinbase will continue to offer yield / rewards

What is being attempted is to take rewards out of retail consumers’ pockets and put it into the pockets of the biggest banks on the planet. All to prevent a deposit flight “risk” that lacks any evidence whatsoever. Is that what people elected their Senators to do?

@Eddyballer1 @Hackwithjacob @livescore For reference, this is a $300 watch in 1960 owned by Paul Newman that sold for $14m.

@Eddyballer1 @Hackwithjacob @livescore You think a RM Nadal, worn by the best manager ever will depreciate?

The incredible watches worn by the Premier League’s best managers 😱⌚ The cost of Pep Guardiola’s timepiece 👀

@Eddyballer1 @livescore People spend £5k+ on a watch when they have less than £50k networth. Pep spent £1m on a watch when he’s worth £100m. Plus usually you get watches insured.

@livescore Is it poverty mentality or just me being weird or normal. I can't wear a watch worth that of Pep's no matter how much I have

@abiolar0 @osamejiosaeleye Do what the original post said. Try and get a new job or move cities

@osamejiosaeleye Wealth is not managing? Wealth is like having a portfolio of £3m. How much do you want save and invest from 2k to get to that?

If you earn £2000/month, you can not build wealth. Just live your life please. Live in a good environment, eat good food and keep living. This life na per head.

@abiolar0 Yes you’re right. There is nothing you can do and you were born to live hand to mouth.

@221Bytes @asaio87 GitHub yes. And most definitely stackoverflow since that was the one place people could post their solutions from their company code without getting sued

@thy_law_ @asaio87 Github was probably the primary source for sure

The sad thing about AI-generated code is that it can only get worse from here, not better.