"The bubble will burst" is an exaggeration. There are multiple use cases where the tech enables various co-pilots from sales and marketing to security and compliance (unstructured data heavy workflows). I don't think these use cases will justify the investment in the

AI boyfriends / girlfriends are a hit. Friends should be as well. This is a fantastic wedge to a much larger opportunity. BUT, the data privacy here is a buzz kill.

This class action was expected. $CRWD has a lot of work to do. The fact that it came from Plymouth Country Retirement Association is hilarious 🤣

Such an interesting antitrust approach. We saw this before with Inflection & $MSFT deal. Here how this probably looks like: - Restructure company so only preferred holders get dividends - License the tech for 2x/3x amount invested - Hire the key talent and give them “exit

I am building an AI-enabled Security product that can be pitched with any buzzword you want (LLMs, Agents, etc.). After speaking to over 200 buyers (and converting a few to early adopters), there are a few things that stood out: 1. Companies are hungry for AI-enabled

Predicted the round pretty well... I would guess a lot of the investment comes in the form of access to hardware (that both a16z and Sequoia already purchased).

.Columbia University University capitulated today to Hamas supporters. (a long thread with videos) (tldr; it's a shit show)

A thread of some of the most harrowing images from the Holocaust that everyone needs to see, lest we forget 1. Two workers showing their liberators what their work was like in a crematorium at Dachau, May 1945. Sonderkommandos were work units made up of German Nazi death camp

This is one of the best trading accounts. Just switch to tweeting in English. Worth a follow.

F*** You, Kanye West 🖕 In recent days, Kanye West has once again crossed every possible red line. The man who previously declared "I am a Nazi", praised Hitler, and spread antisemitic conspiracy theories, used one of the biggest stages in the world – a Super Bowl commercial

We got him! 🚨Mohammed Adnan Khan of Temple University is the coward Muslim who is responsible for the sign at Dave Portnoy bar. 👉 Make him famous by sharing. Let him always be remembered for only this. We are currently checking his residency status.

Hear me out - Acquired Podcast but for companies that committed fraud and completely blew up. The lineup is great: - FTX - Frank - Theranos - Nikola - Celsius - Outcome Health Call it ZeroDPI?

Mr Mayor Zohran Kwame Mamdani, I say it as an Iranian New Yorker: You are a human garbage. When our people were getting slaughtered and hunted like animals by the Islamic Republic terrorists, you stayed silent. You didn't say a word. Now that the regime, the murderers of our people are under

I wonder what stands out in this video? 🇮🇷 ♥️🇮🇱

Can someone start a Polymarket on which 30u30 founder will be accused/convicted of fraud? There might be one on every list.

We live in a world of a SaaS Apocalypse flywheel, and we can't get off. The house always wins.

Let’s see how good are the private debt guys at running software companies… more to come.

I am so confused about $veev. I get the SaaSpocalypse and friends. But come the fuck on people.... - They have a decent regulatory moat with Vault - Their buyers are not super tech savvy (low risk for home growns) - They are hard to rip out as they focus on the enterprise -