supriyo

The GCC countries heavily invest in the top 10 US companies. Their sovereign wealth funds hold $2 trillion in US assets. 2T$

Remember if you are playing, every single bounce is for shorting. 🍻 if not stay in cash :) you will get your entries

I just found a dollar bill on the ground, my ARR is $31.5MM with 100% gross margin

s&p = Snoooze & pray. tick tock. tick tock

OH NO ... SHOCKED PIKACHU. https://x.com/TechCrunch/status/2029688965415264460

human in the loop - agents and people coordinate to produce something better, faster, with greater taste. Final boss is the orchestration layer.

Generative media AI is in their napster grooveshark era. we know how that story went. The netflix / spotify for gen AI has not happened yet where licensing is baked in at its core. Probably the only format that introduces a more equitable AI creating a proper stepjump.

JUST IN: Anthropic unveiled new AI tools for its Claude Cowork platform designed to automate specifically your job. No one else’s. The permanent underclass is here and it’s just you.

zuckbucks part 2 . Gib your agents some sweeet agentic commerce https://x.com/zoomerfied/status/2026308605708738623?s=46

code maintainability drops a lot w huge code bases. That’s why you aren’t using vibe coded software every day right now.

The humanness created by Jobs and others who actually understood the human emotional connection in tech is gone in the middle of AI leaders branding hubris. Interesting march ahead for the AI overlords.

The models ate all the code, fenced it off, and now sell it back to you. wow magic.