Good Point

@nikitabier $DOGE time!! Aks Elon ;)

Crypto has had a rough year. Maybe we should launch something to fix it.

@PlayZapGames are these numbers accurate ? coinmarketcap.com/currencies/pla…

2.3M+ and still just getting started… 👀 with PlayZap Games From screens to ecosystems, PlayZap is everywhere players are 🎮⚡ 25+ games. 3 platforms. ONE ecosystem. Built for scale. Built for domination.

@tarakeeney @akothari do you have interviews with female founders/ceos ?

What bet did me and @akothari make 👀

@jvrsanch what.. ? !!

@GoodPoint123 Because agents can’t interact with it, plus they charge you $5M

Starting to shift my thinking toward companies "building" their own SAP, Jira, ServiceNow... Why bother replacing your $1k/month SaaS? I'd rather cut the $5M/year contract with SAP Models are getting scary good at software

@jvrsanch so, why would it not benefit from AI ? its a system of record, a database, a compliance friendly platform with whole ecosystem of apps based on it... :)

@GoodPoint123 A database

@jvrsanch where does SAP save data ? what is it ultimately ?

@GoodPoint123 A database

@tridentasia @rajarj8083 @MerrillLynch write it here lawrence@fullerassetmanagement.com

@rajarj8083 Reporting this employee of yours for compliance violations of social media posting. @MerrillLynch @rajarj8083

I’m 56 years old and work at Merrill Lynch. My annual income is 1.9 million US dollars. My April advice: $TSLA (Tesla) — Don’t buy $PLTR (Palantir) — Don’t buy $AAOI (Applied Optoelectronics) — Don’t buy $NVDA (Nvidia) — Buy at $185–$190 $SNDK (SanDisk) — Buy at $848–$855 $MSFT (Microsoft) — Buy at $365–$375 $TSM (Taiwan Semiconductor) — Buy at $366–$372 People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.

@rajarj8083 Raj ?

@worldlibertyfi @justinsuntron "Same playbook" so you were ok, when he was on your side ?

Does anyone still believe @justinsuntron ? Justin’s favorite move is playing the victim while making baseless allegations to cover up his own misconduct. Same playbook, different target. WLFI isn't the first. We have the contracts. We have the evidence. We have the truth. See you in court pal.

@FarzaTV @argofowl even after a user installs it locally ? is it like prompt is sent to your servers and then redirected to AI (chatgpt or whatever is behind it) ? do you mind elaborating to non-tech users the architecture of it?

@argofowl Yup, I have Posthog in there. Mainly tracks what people are saying though. No screen stuff saved anywhere!

I'm blown away at what ppl are using this for!! I built it as a learning tool. But people seem to really love using it as an AI interface that isn't chat that can work in their program of choice. Examples of usage so far: - A Mom building her first app on Lovable - A dentist debugging his OpenClaw setup - A photographer getting feedback in Lightroom - A person learning to animate SVGs in Framer - Founders keeping track of their todos. - Designers getting feedback in Figma - A student outlining her thesis in G-Docs - Traders analyzing live stock charts And A LOT of people using it to advise them on how to best reply to messages in Slack/Email. Super cool. The people yearn for a non-chat interface haha. Also, it's kinda crazy how as the founder you really don't know what the product is until you put it in the hands of users. The minute it's in the hands of others, it's theirs now! And that's really where you find out what it is.

@michaelsikand but haven't these stocks already run 5-10X ? is more value left ? how ?

AI's $1T photonics bottleneck isn't lasers. It's testing them. When I attended $NVDA GTC, a comment from the CTO of $CRWV at a niche side event stuck with me. “If there’s a day where I don’t have to hear about failed optics, I will be so happy." This brought me down a rabbit hole. And what I found completely changed how I think about the AI trade. Photons are unreliable and optics failures are costing data centers billions of dollars. Before any GPU cluster goes live every optical component has to pass brutal, failure proof testing. One bad laser in a 100,000 GPU cluster isn’t a bug. It’s a multi-million dollar outage. Now optical testing isn’t a side market. It’s going from 19% → 30% of the entire photonics stack this decade. It's growing faster than the optics themselves! This means the real leverage in the photonics trade might not be in the laser makers themselves but in the gatekeepers signing off on every photon. I allocated 20% of my $3M fund tracking photonics stocks to two stocks positioned to outperform as the optics guardians. To explain the thesis, @KawzInvests and I just dropped our photonics testing deep dive on Substack. Link in bio or below. $VIAV $AEHR $COHR $LITE $AAOI $CIEN $TSEM

I am a Web3 Ambassador at World Liberty Financial. There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance." 600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President. The distance is my best work. I am the reason these events are unrelated. World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence. Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated. Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated. Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated. Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated. Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard. On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well. The team page lists 3 Witkoffs. All 3 are Co-Founders. Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial. His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded. The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency. Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name. On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio. Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job. 600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access. A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25. My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper. The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family. I am the reason these events are unrelated.

@EPBResearch can this be such a short cycle - this one looks like a 3 year one? how much time between decline to new peak? residential real estate prices graph over decades doesn't seem to follow above cycle. over long term, especially 15-20+ years, it seems +ve only

The residential housing cycle is the most important part of the overall economy. This post highlights how that sequence unfolds, and where we stand today.

The lip balm on the right with 17g written is made in India and the one on left is from UK The ingredients of these are very different UK: petrolatum, almond oil, a bit of rose oil India: petrolatum + fragrance + linalool + colour same brand, different products, and the one made in India itched and wasn’t moisturising enough a lot of “global” products are quietly different depending on where you buy them

Welcome home Reid, Victor, Christina, and Jeremy! 🫶 The Artemis II astronauts have splashed down at 8:07pm ET (0007 UTC April 11), bringing their historic 10-day mission around the Moon to an end.

@nourzahzah @FarzaTV @runvendo so with vendo, we connect to our own chatgpt (or other AI) accounts and use our credits ?

pretty sure Farza is supplying all the credits for that so will eventually run out😅 with vendo you run your own instance in one click and cover only your usage

Just shipped Clicky by @farzatv on @runvendo ! We made it one-click deployable for anyone, no technical setup needed. Comment "Clicky" and I'll send you the link 👇

@imadmrl @saxena_puru right. and real question is what will be the new normal for "PE" and "PEG" eg. Salesforce PE is 21 at current prices. which is already higher (compared to other industries which were not beneficiaries of software margins) with AI, why would it really go back higher ?

@saxena_puru Agreed. But how will SaaS avoid budget squeeze and margin hit from AI adoption?

Claude Cowork and software vendors The latest agentic AI tools like Claude Cowork are powerful desktop assistants that can handle multi-step knowledge work i.e. researching, synthesising data, creating documents, managing files and running workflows autonomously on your machine. But here's the key reality most investors seem to be missing during the ongoing panic: these agents cannot operate effectively in isolation at enterprise scale. For real business use (especially in regulated environments with sensitive, large-scale data), they need deep integration with existing systems of record and governed platforms. Standalone agents on a laptop lack the secure data access, compliance controls, audit trails, permissions and team-scale reliability that enterprises demand. That's why the smart move from AI labs has been to build plugins, connectors and enterprise features that embed these agents into current software workflows rather than replacing them. The result? AI becomes a productivity layer that makes established data, observability, backup and integration platforms even more valuable and sticky. The initial stock sell-off in software names was classic fear-driven overreaction. In practice, widespread agent adoption is likely to increase demand for clean, governed enterprise infrastructure - not destroy it. Had an interesting discussion with a good friend who used to work alongside ex-CEO - Andy Grove at Intel and is currently responsible for building out AI systems within a rapidly growing global scale-up company. He is very knowledgeable and regularly invited as an expert speaker at Jefferies' conferences to talk about AI and software. Earlier today he told me that agents need the underlying enterprise-grade software platforms to truly shine. This isn't disruption through replacement; it's augmentation that strengthens the moat of serious enterprise software vendors which are integrating AI into their platforms. Long-term, the winners will be those building the intelligent layer on top of robust data foundations. alphatarget.com

@saxena_puru "agents on a laptop lack the secure data access, compliance controls, audit trails, permissions and team-scale reliability" if they can give it to employees, why they can't make it available to agents ? i work in such teams. don't see what will prevent it from happening

@nourzahzah @FarzaTV @runvendo so how is it different than this official one which is available for "Free"--> clicky.so

@GoodPoint123 @FarzaTV @runvendo Here you go: vendo.run/deploy/clicky