Sensitive content

This media may contain sensitive content.

Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

P@treon seen this 2 weeks early, SFX version is also exclusively there <3 A little "accident" turned good, always add more milk 😏 #furry #furrylewd #mamagen #growth #inflation #hyper #huge #booba #belly #expansion #tease

Neon_Dust🔞 (hyper mama)

2,903 subscribers

25,651 Aufrufe • vor 4 Monaten •via X (Twitter)

NSFW #furry #furrylewd #mamagen #growth #inflation #hyper #huge #booba #belly #expansion #tease

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

$GRAB AI SuperApp Valuation is STUPID👀 Video was from CNBC w/ Howard Marks, a major shareholder on $GRAB. $GRAB is now trading at 3.5 P/S FY 2026 revenue($6.2B) after $GOTO Mobility/Delivery Acquisition with $6B+ in cash and very little debt. Expected growth after 90-95% market share consolidation is 40%+ top and bottom line. This is when $GRAB introduces higher margin services as it has the monopoly in SEA or 700m population. For example, Dine-Out has 70-80% margin (20-30% commission), and this new services drove 1/3-1/4 of all new users growth. And Grab is only 6.5% penetration(700m), 14% thesis (5 billion people TAM). We are very EARLY! Long term shareholders should also expect expansion shortly after this consolidation. Most likely H2 2026 or H1 2027. You can hate Grab or call it a Chinese company based in Singapore as much as you want, but this valuation is stupid. This balance sheet and this kind of growth deserve a premium 8-10 P/S. I will be here to enjoy the ride when the market prices this SuperApp correctly.

$GRAB AI SuperApp Valuation is STUPID👀 Video was from CNBC w/ Howard Marks, a major shareholder on $GRAB. $GRAB is now trading at 3.5 P/S FY 2026 revenue($6.2B) after $GOTO Mobility/Delivery Acquisition with $6B+ in cash and very little debt. Expected growth after 90-95% market share consolidation is 40%+ top and bottom line. This is when $GRAB introduces higher margin services as it has the monopoly in SEA or 700m population. For example, Dine-Out has 70-80% margin (20-30% commission), and this new services drove 1/3-1/4 of all new users growth. And Grab is only 6.5% penetration(700m), 14% thesis (5 billion people TAM). We are very EARLY! Long term shareholders should also expect expansion shortly after this consolidation. Most likely H2 2026 or H1 2027. You can hate Grab or call it a Chinese company based in Singapore as much as you want, but this valuation is stupid. This balance sheet and this kind of growth deserve a premium 8-10 P/S. I will be here to enjoy the ride when the market prices this SuperApp correctly.

Mike

279,592 Aufrufe • vor 7 Monaten

7.5 hours of MAU P at Brooklyn Storehouse easily goes down as the new favorite time seeing him and arguably the best open-to-close set I’ve personally seen Had high expectations after last year’s six-hour o2c at Knockdown and I knew early on this was going to top it. It was like the Ultra MegaStructure set on steroids, especially once he started absolutely cooking around hour 2 Production was also up there with Lake as the best I’ve seen at Storehouse and it was a 10/10 night 2 crowd (good amount of people stayed until the end at 5:30) Have to add that it’s so unbelievably deserved to see how far he’s come in the last 10 years and in just the time since the rebrand. And to see him go from the NYC debut on the SI roof in 2023 to now two sold-out Storehouse shows Thank you MAU P as always 🐐

7.5 hours of MAU P at Brooklyn Storehouse easily goes down as the new favorite time seeing him and arguably the best open-to-close set I’ve personally seen Had high expectations after last year’s six-hour o2c at Knockdown and I knew early on this was going to top it. It was like the Ultra MegaStructure set on steroids, especially once he started absolutely cooking around hour 2 Production was also up there with Lake as the best I’ve seen at Storehouse and it was a 10/10 night 2 crowd (good amount of people stayed until the end at 5:30) Have to add that it’s so unbelievably deserved to see how far he’s come in the last 10 years and in just the time since the rebrand. And to see him go from the NYC debut on the SI roof in 2023 to now two sold-out Storehouse shows Thank you MAU P as always 🐐

Dancing Astronaut

42,140 Aufrufe • vor 10 Monaten

India Markets - 2025: Short post For those who say I’m always bearish: There are no bad stocks, there are only bad prices. Same with markets. Despite ever bullish sentiments, last 4 year returns since Oct 2021 are Nifty 50 - 8% Nifty 500 - 10% Returns reflect nominal GDP when PE reaches peak levels of 25 plus. That is exactly how it has turned out since 2021 #SIP investors should hope for a deep correction in markets. Coz that’s great for their long term returns. There is no point cheering for markets everyday at these prices. It only helps those who are selling now. Regardless of permanent bulls, that’s exactly how it has turned out to be. Only nominal GDP growth. 8% to 10%. Finally, More than half of all historical returns from Nifty is pure inflation. The 12% historic returns has 6.5% from inflation only. Real returns - 5.5%. These are good times for the economy . But not good prices for markets. Stay balanced, stay cautious. When markets correct big, back up the truck and buy. This is not the time. My thoughts CNBC-AWAAZ

India Markets - 2025: Short post For those who say I’m always bearish: There are no bad stocks, there are only bad prices. Same with markets. Despite ever bullish sentiments, last 4 year returns since Oct 2021 are Nifty 50 - 8% Nifty 500 - 10% Returns reflect nominal GDP when PE reaches peak levels of 25 plus. That is exactly how it has turned out since 2021 #SIP investors should hope for a deep correction in markets. Coz that’s great for their long term returns. There is no point cheering for markets everyday at these prices. It only helps those who are selling now. Regardless of permanent bulls, that’s exactly how it has turned out to be. Only nominal GDP growth. 8% to 10%. Finally, More than half of all historical returns from Nifty is pure inflation. The 12% historic returns has 6.5% from inflation only. Real returns - 5.5%. These are good times for the economy . But not good prices for markets. Stay balanced, stay cautious. When markets correct big, back up the truck and buy. This is not the time. My thoughts CNBC-AWAAZ

Anurag Singh

107,428 Aufrufe • vor 10 Monaten

Brian Windhorst says Miami makes even MORE sense for LeBron if he wants to play 2 more seasons: Windy: You know I’m from Cleveland you know my ties there. The more I’ve looked at this and the more I’ve had conversations, the more Miami makes sense to me. Now when I hear him thinking about a couple of years, it makes even more sense. I think that’s where he goes and fits. He can go there and have the ball. He also can go there and be protected on defense… I don’t see him playing with Donovan and Harden and being a clean fit. The fit in Miami makes more sense to me. I’ve come to that as I’ve watched this unfold the last 3 weeks and had a bunch of conversations Dave: I do think the point about the ball in his hands, that is the undisputed basketball fit in terms of the way we’ve seen him enjoy playing basketball (Via Hoop Collective)

Brian Windhorst says Miami makes even MORE sense for LeBron if he wants to play 2 more seasons: Windy: You know I’m from Cleveland you know my ties there. The more I’ve looked at this and the more I’ve had conversations, the more Miami makes sense to me. Now when I hear him thinking about a couple of years, it makes even more sense. I think that’s where he goes and fits. He can go there and have the ball. He also can go there and be protected on defense… I don’t see him playing with Donovan and Harden and being a clean fit. The fit in Miami makes more sense to me. I’ve come to that as I’ve watched this unfold the last 3 weeks and had a bunch of conversations Dave: I do think the point about the ball in his hands, that is the undisputed basketball fit in terms of the way we’ve seen him enjoy playing basketball (Via Hoop Collective)

Heat Central

46,096 Aufrufe • vor 11 Stunden

I FINALLY managed to create a point cloud animation 💪 Here is how I did it using #GaussianSplatting, #Blender and 2 add-ons from KIRI Engine - 3D Scanner App . Creating point cloud animations has always been a dream of mine (inspired by masters like ), but the tech to create the point clouds and visual effects was always a huge barrier. Then I discovered these 2 Blender add-ons from Kiri engine after I had a chat with Jack Wang in my podcast, and it changed everything: 1- Create a splat with any tool or app you want 2- Install the free "Point Animate" add-on in Blender 3- Drag the 2 .ply you want to morph from --> to 4- Set source and destination in the add-on side panel At this point you could play around with various settings like noise scatter, noise intensity, wind and more. If you want to combine with the splat as well you can get also the 3DGS render to add cool dissolving effects, fancy lighting and really get the most out of your scans. If you end up using it please tag me. I am curious to see what much more skilled people than me can put together 😉

I FINALLY managed to create a point cloud animation 💪 Here is how I did it using #GaussianSplatting, #Blender and 2 add-ons from KIRI Engine - 3D Scanner App . Creating point cloud animations has always been a dream of mine (inspired by masters like ), but the tech to create the point clouds and visual effects was always a huge barrier. Then I discovered these 2 Blender add-ons from Kiri engine after I had a chat with Jack Wang in my podcast, and it changed everything: 1- Create a splat with any tool or app you want 2- Install the free "Point Animate" add-on in Blender 3- Drag the 2 .ply you want to morph from --> to 4- Set source and destination in the add-on side panel At this point you could play around with various settings like noise scatter, noise intensity, wind and more. If you want to combine with the splat as well you can get also the 3DGS render to add cool dissolving effects, fancy lighting and really get the most out of your scans. If you end up using it please tag me. I am curious to see what much more skilled people than me can put together 😉

Gabriele Romagnoli

10,392 Aufrufe • vor 1 Jahr

A few months ago, we decided to shut down Hyper. We built an amazing product and technology - better than I ever could have imagined - and rolled out with huge retailers like IKEA. But growth was impossible. 2-3 year sales cycles, in a challenging market. Hard product, hard distribution. It's been a crazy ride over six years. There are so many people to thank, and we have so many stories to tell -- some day. As for now, I'm feeling good. 2026 is the future. I'm going to take everything I've learnt about researching a breakthrough technology from first principles, and apply these lessons to something new. 🤖🤖🤖 I will talk more about that in the new year.

A few months ago, we decided to shut down Hyper. We built an amazing product and technology - better than I ever could have imagined - and rolled out with huge retailers like IKEA. But growth was impossible. 2-3 year sales cycles, in a challenging market. Hard product, hard distribution. It's been a crazy ride over six years. There are so many people to thank, and we have so many stories to tell -- some day. As for now, I'm feeling good. 2026 is the future. I'm going to take everything I've learnt about researching a breakthrough technology from first principles, and apply these lessons to something new. 🤖🤖🤖 I will talk more about that in the new year.

Andrew Hart

133,656 Aufrufe • vor 7 Monaten

A deep dive into $SEXY and why I believe this is one of the most undervalued gamefi projects in the ecosystem: A simple beginning of a frictionless gaming experience fitting itself into a mobile game market which produced $123B in revenue in 2023 and an expected groth into $190B into 2030. The current game features a simple UI with strong incentives such a $1M prize pool in tokens lasting from June to September for early users pre-layer 3 buildout. Though simple in design, the transaction volume is telling with 300k user txns within 3 days of opening. The game is very much similar to the old micro transaction mini games such as clash of clans. Daily activities to keep users engaged and retained especially given the incentivization program. My thesis around this is the growth reward potential. Currently as the game sits in a more private beta (only users with codes can participate), we are at the simple version of the ecosystem. As expansion happens and there is more use items, more mini-games, more access, and more use for $SEXY, the value will grow. I imagine the R/R of investing in a game like clash of clans early on, imagine being able to invest in the value of gems in the early days and the value of these changed with user demand. Clash of clans did $360m in revenue in 2023. This model would recreate that volume all flowing into the token (which would be similar to gems). Thus, the thesis is simple: $SEXY ecosystem grows, more usage for active players to use the token within the mini games, more addictive tendencies lead to users wanting to gain more loot, more referrals to beat their friends in the ecosystem all leads to a flywheel of growth; especially, as users are token holders and their dominant strategy is to play the game for incentives and to invite their friends to grow the token value and ecosystem. Personally, I will be staking my $SEXY, collecting loot (imagine the loot can be tradable like early Runescape party hats), building my ranking for the incentives, and encouraging the ecosystem growth as a user in the flywheel. Thus, I believe as time passes, the value of the token continually increases under the assumption the ecosystem is growing with it. Speculation transitions from I think future buyers will find this token a good investment into I think players will buy this token to play the games within the ecosystem. Disclaimer: I am an early investor in ETHXY and so is WWVentures. All thesis generation may be biased.

A deep dive into $SEXY and why I believe this is one of the most undervalued gamefi projects in the ecosystem: A simple beginning of a frictionless gaming experience fitting itself into a mobile game market which produced $123B in revenue in 2023 and an expected groth into $190B into 2030. The current game features a simple UI with strong incentives such a $1M prize pool in tokens lasting from June to September for early users pre-layer 3 buildout. Though simple in design, the transaction volume is telling with 300k user txns within 3 days of opening. The game is very much similar to the old micro transaction mini games such as clash of clans. Daily activities to keep users engaged and retained especially given the incentivization program. My thesis around this is the growth reward potential. Currently as the game sits in a more private beta (only users with codes can participate), we are at the simple version of the ecosystem. As expansion happens and there is more use items, more mini-games, more access, and more use for $SEXY, the value will grow. I imagine the R/R of investing in a game like clash of clans early on, imagine being able to invest in the value of gems in the early days and the value of these changed with user demand. Clash of clans did $360m in revenue in 2023. This model would recreate that volume all flowing into the token (which would be similar to gems). Thus, the thesis is simple: $SEXY ecosystem grows, more usage for active players to use the token within the mini games, more addictive tendencies lead to users wanting to gain more loot, more referrals to beat their friends in the ecosystem all leads to a flywheel of growth; especially, as users are token holders and their dominant strategy is to play the game for incentives and to invite their friends to grow the token value and ecosystem. Personally, I will be staking my $SEXY, collecting loot (imagine the loot can be tradable like early Runescape party hats), building my ranking for the incentives, and encouraging the ecosystem growth as a user in the flywheel. Thus, I believe as time passes, the value of the token continually increases under the assumption the ecosystem is growing with it. Speculation transitions from I think future buyers will find this token a good investment into I think players will buy this token to play the games within the ecosystem. Disclaimer: I am an early investor in ETHXY and so is WWVentures. All thesis generation may be biased.

Crypto Max

23,392 Aufrufe • vor 2 Jahren

Storms bring luck to whatever the occasion. They also make events a little bit more exciting! We will wait it out, I don’t care if it’s 2:00 O’Clock in the morning, or in one hour from now. Looks like it is going to pass, they always do. I will be there no matter what, but the “what” usually turns out to be a good thing. It’s Saturday night, LETS HAVE SOME FUN, even if we are out late tonight. They say 11:00 O’Clock for the speech. Who cares??? Remember two weeks ago when the big UFC Event was at 100% chance of heavy rain, all week long, and just minutes before the card started. Well, there wasn’t a single drop, and the fights turned out to be among the greatest in history, an event for the ages. Our great veterans, especially the old timers, many of whom are there, went through hellfire, and it didn’t stop them. It’s not going to stop us either! I’m not going to let some rain stop our 250th. I’m leaving the White House soon. God Bless America! President DONALD J. TRUMP ( TS: Jul 4 2026, 9:05 PM ET )‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍

Storms bring luck to whatever the occasion. They also make events a little bit more exciting! We will wait it out, I don’t care if it’s 2:00 O’Clock in the morning, or in one hour from now. Looks like it is going to pass, they always do. I will be there no matter what, but the “what” usually turns out to be a good thing. It’s Saturday night, LETS HAVE SOME FUN, even if we are out late tonight. They say 11:00 O’Clock for the speech. Who cares??? Remember two weeks ago when the big UFC Event was at 100% chance of heavy rain, all week long, and just minutes before the card started. Well, there wasn’t a single drop, and the fights turned out to be among the greatest in history, an event for the ages. Our great veterans, especially the old timers, many of whom are there, went through hellfire, and it didn’t stop them. It’s not going to stop us either! I’m not going to let some rain stop our 250th. I’m leaving the White House soon. God Bless America! President DONALD J. TRUMP ( TS: Jul 4 2026, 9:05 PM ET )‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍‌‍

Commentary Donald J. Trump Truth Social Posts On X

559,751 Aufrufe • vor 13 Tagen

Develop Better Finishing and Decision Making With This Fast Break Drill Here's a great 2v1 drill to improve ball handling, passing, scoring, and decision making out of fast break advantage situations from the Youth Coaching System with Jim Huber. Even though these are youth players in the video, it's great for all ages! I actually got this drill from longtime college coach Don Kelbick. Drill Tips: -Attack and Think Lay Up! We got this drill from Don Kelbick and we teach the same mentality. You want to force the ball handler to attack and try to get a lay up. The only reason they pass is that the defender stops the ball. Personally, I’m okay if the initial ball handler takes some bad shots. I think having an assertive, attacking mentality will create more good things than bad. This mentality will eventually lead to more open passes for his teammate, because the defense will realize that they have to commit and stop the ball. -1 or 2 Pass Limit You could even add a pass limit of 1 or 2. That way, it’s more game like and they’re not going too slow. -Add a Countdown You could also introduce a time limit. If I see going too slow, I usually start saying, “3, 2, 1… “ and make a buzzer sound at zero. The kids actually enjoy it. -Make It 2v2 With a Trailing Defender It's also fun to add a trailing defender as another progression. You would simply add a 4th line somewhere in the middle of the floor. So you’d put a cone a little bit further in the middle of the court, so the trailing defender comes into the play a second or two later. -Change Offense and Defense Lines I also will switch up which lines are defense and offense, so players experience attacking the basket from all angles in transition. Give this drill a try and let us know what you think!

Develop Better Finishing and Decision Making With This Fast Break Drill Here's a great 2v1 drill to improve ball handling, passing, scoring, and decision making out of fast break advantage situations from the Youth Coaching System with Jim Huber. Even though these are youth players in the video, it's great for all ages! I actually got this drill from longtime college coach Don Kelbick. Drill Tips: -Attack and Think Lay Up! We got this drill from Don Kelbick and we teach the same mentality. You want to force the ball handler to attack and try to get a lay up. The only reason they pass is that the defender stops the ball. Personally, I’m okay if the initial ball handler takes some bad shots. I think having an assertive, attacking mentality will create more good things than bad. This mentality will eventually lead to more open passes for his teammate, because the defense will realize that they have to commit and stop the ball. -1 or 2 Pass Limit You could even add a pass limit of 1 or 2. That way, it’s more game like and they’re not going too slow. -Add a Countdown You could also introduce a time limit. If I see going too slow, I usually start saying, “3, 2, 1… “ and make a buzzer sound at zero. The kids actually enjoy it. -Make It 2v2 With a Trailing Defender It's also fun to add a trailing defender as another progression. You would simply add a 4th line somewhere in the middle of the floor. So you’d put a cone a little bit further in the middle of the court, so the trailing defender comes into the play a second or two later. -Change Offense and Defense Lines I also will switch up which lines are defense and offense, so players experience attacking the basket from all angles in transition. Give this drill a try and let us know what you think!

Joe Haefner | Breakthrough Basketball

39,790 Aufrufe • vor 1 Jahr

AI is turning designs into code at unprecedented speed. Excellent insights from Evan Spiegel, founder of Snap: 1. The best way to have a good idea is to have lots of ideas. 2. The whole world of design is changing rapidly because designers are empowered by AI and can ship and test immediately. 3. If you were to sit in on a Snap design meeting you’d hear us go through a huge volume of work. 100s of ideas in a few hours. 4. The most toxic thing you can have is people attached to an idea. 5. If you create a culture where there’s an endless flow of ideas you’re much more likely to get lucky and find a great one. 6. Less than 1% of the ideas we discuss are ever seen by a user. 7. Ideas are free. There should be a zillion of them. 8. Design to code is happening way faster than ever before. [And this trend will only accelerate]

AI is turning designs into code at unprecedented speed. Excellent insights from Evan Spiegel, founder of Snap: 1. The best way to have a good idea is to have lots of ideas. 2. The whole world of design is changing rapidly because designers are empowered by AI and can ship and test immediately. 3. If you were to sit in on a Snap design meeting you’d hear us go through a huge volume of work. 100s of ideas in a few hours. 4. The most toxic thing you can have is people attached to an idea. 5. If you create a culture where there’s an endless flow of ideas you’re much more likely to get lucky and find a great one. 6. Less than 1% of the ideas we discuss are ever seen by a user. 7. Ideas are free. There should be a zillion of them. 8. Design to code is happening way faster than ever before. [And this trend will only accelerate]

David Senra

20,360 Aufrufe • vor 3 Monaten

$NOW's Financial Analyst Day took place yesterday. A huge focus was on the headline $30 B+ subscription revenue target for 2030, but there is also a margin expansion story as well that management highlighted. The market fears AI inference costs will compress software gross margins. Management focused on dismantling this narrative. AI reasoning represents less than 10% of their cost to serve. The other ~90% is workflow orchestration, governance, and their 20-year CMDB context. They are maintaining 80%+ subscription gross margins while pulling $300 M in annualized agentic AI cost savings straight to their own bottom line for 2026. That self-funded internal efficiency gives them the exact cover needed to commit to 100 basis points of non-GAAP operating and free cash flow margin expansion in 2027. The debate over seat compression versus consumption is looking promising for NOW. ServiceNow has shifted to a hybrid model. Non-seat based pricing already accounts for 50% of their net new ACV. When a customer uses AI to cut a 20 person support team down to five, ServiceNow captures 6.5x more in AI agent consumption. The total spend from that customer actually grows over 5x by year five. This underlying consumption momentum is exactly why management aggressively raised their 2026 AI ACV target from $1 B to $1.5B. They expect AI to drive 30% of total ACV by 2030. They are backing this up with a new go-to-market execution strategy, guaranteeing total satisfaction for AI go-lives in under 100 days. Management is also trying to be more disciplined with capital allocation. They are tackling dilution. They hit their sub-15% stock-based compensation target early in 2025 and just established a hard target of sub-10% by 2029. They doubled their share repurchases with a $2 B accelerated share repurchase in Q1 2026 alone. This move makes them dilution net-neutral for the entirety of 2026. They still have $4.2B in authorization ready. Recent tuck-in acquisitions like Moveworks, Vza, and Armis were heavily scrutinized as buying top-line growth. Management confirmed zero revenue from these hit the last report. They bought them strictly to build out the AI Control Tower and push their TAM to an aggressive $600 B. Overall, the day provided a little more clarity and I appreciated it. Looking more interesting to me. In the clip, Gina addressed seat compression and the margin expansion story.

$NOW's Financial Analyst Day took place yesterday. A huge focus was on the headline $30 B+ subscription revenue target for 2030, but there is also a margin expansion story as well that management highlighted. The market fears AI inference costs will compress software gross margins. Management focused on dismantling this narrative. AI reasoning represents less than 10% of their cost to serve. The other ~90% is workflow orchestration, governance, and their 20-year CMDB context. They are maintaining 80%+ subscription gross margins while pulling $300 M in annualized agentic AI cost savings straight to their own bottom line for 2026. That self-funded internal efficiency gives them the exact cover needed to commit to 100 basis points of non-GAAP operating and free cash flow margin expansion in 2027. The debate over seat compression versus consumption is looking promising for NOW. ServiceNow has shifted to a hybrid model. Non-seat based pricing already accounts for 50% of their net new ACV. When a customer uses AI to cut a 20 person support team down to five, ServiceNow captures 6.5x more in AI agent consumption. The total spend from that customer actually grows over 5x by year five. This underlying consumption momentum is exactly why management aggressively raised their 2026 AI ACV target from $1 B to $1.5B. They expect AI to drive 30% of total ACV by 2030. They are backing this up with a new go-to-market execution strategy, guaranteeing total satisfaction for AI go-lives in under 100 days. Management is also trying to be more disciplined with capital allocation. They are tackling dilution. They hit their sub-15% stock-based compensation target early in 2025 and just established a hard target of sub-10% by 2029. They doubled their share repurchases with a $2 B accelerated share repurchase in Q1 2026 alone. This move makes them dilution net-neutral for the entirety of 2026. They still have $4.2B in authorization ready. Recent tuck-in acquisitions like Moveworks, Vza, and Armis were heavily scrutinized as buying top-line growth. Management confirmed zero revenue from these hit the last report. They bought them strictly to build out the AI Control Tower and push their TAM to an aggressive $600 B. Overall, the day provided a little more clarity and I appreciated it. Looking more interesting to me. In the clip, Gina addressed seat compression and the margin expansion story.

CapexAndChill

20,394 Aufrufe • vor 2 Monaten

⚠️💹Little-noticed report in China Daily indicates the govt is preparing the central bank to buy bonds. This wouldn't be QE, it's money-financed fiscal expansion. Profound difference. If confirmed, everyone's going to be shouting INFLATION when this means the total opposite. 1. Report from China Daily - CCP's English language paper means it was approved. Not exactly the Peoples' Daily which is the Central Committee's mouthpiece, though still pretty official and has to be approved. 2. China Daily clearly referencing money-financed fiscal expansion and doing so on purpose. It actually makes perfect sense given the circumstances. This isn't to say it's like to work - it won't, hasn't yet. 3. While both money-financed fiscal expansion (MFFE) and QE have the central bank buying bonds, they are very different, starting with who is SELLING them. 4. This won't matter to inflation-ists who see inflation in everything. So, prepare for the next round of MONEYPRINTERGOBBRRRR bullshit. 5. The point behind MFFE is to bypass a broken banking system. CB buys bonds from central govt to finance direct spending or transfers (could be tax cuts). Instead of the CB printing fresh money and handing it over to the govt, govt borrows from the CB having to pay it back like any other bond. CB isn't a printing press, it's an external bond market. Yes, this is a distinction that matters (but won't to the inflation-ists). 6. This has been tried and at enormous scale and you won't be surprised to learn that the results were deflation not inflation. Japan's TFB and FILB in the nineties were financing upwards of 70% the size of the on-budget central govt expenditures. 7. The reason it was deflationary is the only reason this matters: it's an acknowledgement of a broken banking system. Broken banks mean deflation. Period. 8. Look at how things have progressed in China: banks increasingly in trouble, loan growth plunges, accelerating downside. Suddenly in Sept govt pledges a massive bank recapitalization plan and then...nothing. Dead silence. Chinese realized banks are a dead end, recap too big and too complicated. Therefore, work around the banks - try to - with MFFE. Just like Japan. I've been saying all along watch China's banks. Sept recap plan already confirmed big problem. This, if it happens, takes it one step further. More details on the report and what all this means here: For my breakdown on Japan's MFFE experience, that's for DDA subs. We are having an unadvertised "webinar sale" (after yesterday's webinar) which you can find here:

⚠️💹Little-noticed report in China Daily indicates the govt is preparing the central bank to buy bonds. This wouldn't be QE, it's money-financed fiscal expansion. Profound difference. If confirmed, everyone's going to be shouting INFLATION when this means the total opposite. 1. Report from China Daily - CCP's English language paper means it was approved. Not exactly the Peoples' Daily which is the Central Committee's mouthpiece, though still pretty official and has to be approved. 2. China Daily clearly referencing money-financed fiscal expansion and doing so on purpose. It actually makes perfect sense given the circumstances. This isn't to say it's like to work - it won't, hasn't yet. 3. While both money-financed fiscal expansion (MFFE) and QE have the central bank buying bonds, they are very different, starting with who is SELLING them. 4. This won't matter to inflation-ists who see inflation in everything. So, prepare for the next round of MONEYPRINTERGOBBRRRR bullshit. 5. The point behind MFFE is to bypass a broken banking system. CB buys bonds from central govt to finance direct spending or transfers (could be tax cuts). Instead of the CB printing fresh money and handing it over to the govt, govt borrows from the CB having to pay it back like any other bond. CB isn't a printing press, it's an external bond market. Yes, this is a distinction that matters (but won't to the inflation-ists). 6. This has been tried and at enormous scale and you won't be surprised to learn that the results were deflation not inflation. Japan's TFB and FILB in the nineties were financing upwards of 70% the size of the on-budget central govt expenditures. 7. The reason it was deflationary is the only reason this matters: it's an acknowledgement of a broken banking system. Broken banks mean deflation. Period. 8. Look at how things have progressed in China: banks increasingly in trouble, loan growth plunges, accelerating downside. Suddenly in Sept govt pledges a massive bank recapitalization plan and then...nothing. Dead silence. Chinese realized banks are a dead end, recap too big and too complicated. Therefore, work around the banks - try to - with MFFE. Just like Japan. I've been saying all along watch China's banks. Sept recap plan already confirmed big problem. This, if it happens, takes it one step further. More details on the report and what all this means here: For my breakdown on Japan's MFFE experience, that's for DDA subs. We are having an unadvertised "webinar sale" (after yesterday's webinar) which you can find here:

Jeffrey P. Snider

11,596 Aufrufe • vor 1 Jahr

A year ago, I was moved to tears when govt agreed to consult on Council Tax debt collection. I’m reposting that video as today IT'S DONE. On the back of Money and Mental Health campaigning the govt said this morning it WILL change the rules - Currently miss a monthly payment & within 3 weeks, you can be told "pay the whole year". From Apr 27, Councils must wait 63 days to do that & signpost people to help meantime - The max added admin cost is also being capped at £100 Here’s my official quote on it…. “Council Tax debt collection is so aggressive it’d make banks blush. It’s the most vicious and damaging form of legal debt collection out there - causing counterproductive misery for millions. We’ve spent the last 18 months campaigning hard to change this hideous system, and having seen so much pain caused by it, I’m genuinely moved by this huge first step towards making things better.” “Currently, in England, if you miss a monthly payment, many councils, within usually 3 weeks, demand payment for the entire year. How people who can’t find a month’s money are expected to find a year’s I don’t know. Yet if they can’t pay, within just three more weeks, they are often taken to court, have ‘admin costs’ added, and soon see bailiffs sent in. No commercial firm would be allowed to do anything close - constituents are treated worse than customers.” The new rule from next April means councils must wait two months, not 3 weeks, to ask for a year’s money, and the ‘admin costs’ will be capped at £100. In a perfect world, it would be even longer and the lower cap would apply, but this is still a hugely welcome change to a 33-year-old process. For councils too, it is worth remembering that this grotesque system is often catastrophic for people’s finances and wellbeing, leaving many needing more help and support, and ultimately the same council having to pick up the pieces.” last May. Today ITS DONE! Govt has announced

A year ago, I was moved to tears when govt agreed to consult on Council Tax debt collection. I’m reposting that video as today IT'S DONE. On the back of Money and Mental Health campaigning the govt said this morning it WILL change the rules - Currently miss a monthly payment & within 3 weeks, you can be told "pay the whole year". From Apr 27, Councils must wait 63 days to do that & signpost people to help meantime - The max added admin cost is also being capped at £100 Here’s my official quote on it…. “Council Tax debt collection is so aggressive it’d make banks blush. It’s the most vicious and damaging form of legal debt collection out there - causing counterproductive misery for millions. We’ve spent the last 18 months campaigning hard to change this hideous system, and having seen so much pain caused by it, I’m genuinely moved by this huge first step towards making things better.” “Currently, in England, if you miss a monthly payment, many councils, within usually 3 weeks, demand payment for the entire year. How people who can’t find a month’s money are expected to find a year’s I don’t know. Yet if they can’t pay, within just three more weeks, they are often taken to court, have ‘admin costs’ added, and soon see bailiffs sent in. No commercial firm would be allowed to do anything close - constituents are treated worse than customers.” The new rule from next April means councils must wait two months, not 3 weeks, to ask for a year’s money, and the ‘admin costs’ will be capped at £100. In a perfect world, it would be even longer and the lower cap would apply, but this is still a hugely welcome change to a 33-year-old process. For councils too, it is worth remembering that this grotesque system is often catastrophic for people’s finances and wellbeing, leaving many needing more help and support, and ultimately the same council having to pick up the pieces.” last May. Today ITS DONE! Govt has announced

Martin Lewis

345,141 Aufrufe • vor 3 Monaten

$VET, #VeFam. In this video, I demonstrate in less than 4:30 minutes how to create an AI agent on veworld(.)ai. Watch me build a Mr. Robot Monologue Writer agent. If you haven't seen Mr. Robot, I suggest you watch it! This is just early bird access. The options for tools and integrations and such are limited, but what exists is already working quite well. The process is easy peasy. The UI is simple, but effective. It asks you for... 1. Role & Purpose 2. Voice & Style 3. Behavior 4. Rules 5. Tags 6. Avatar image 7. Welcome text. 8. Test drive before publication. ... and that's about it. This free version lets you have at most 3 agents, I am told. This implies that there is also a paid version. I'm all for it, because it sounds to me like VeChain is ready to do real business! I am providing feedback to Jérôme Grillères in order to help improve VeChain's AI agent marketplace. I didn't have to set up anything. The web UI is all I needed! The agent is running on Claude Sonnet 3.7. I did not have to provide a Claude API key. We seem to be riding along on VeChain's. I hope there'll be a choice for more models, including ChatGPT, in the future. This is so user friendly, that I can easily imagine that this would take off in a big, big way. I'm definitely building on this, when it goes into production with full features. Even if my own AI agents aren't successful, then I'm sure others' will be. And that means the $VET / $VTHO / $B3TR flywheel is going to take off in a big, big way. I, for one, am here for it. (See the reply below for the listing of the AI agent I just created.)

₿lackthorne AI

13,806 Aufrufe • vor 22 Tagen

Sometimes when we rescue dogs, it really is a life-or-death situation and that's very much the case for this tiny little girl who got reported to us yesterday. At first locals and the authorities told us that she had been poisoned so it was her race to empty her stomach and try and keep her alive. The team had been battling for the last 24 hours and it was very much touch and go. Today we've seen some amazing progress and her first tail wag! She's been undergoing a series of tests to eliminate any possible poisons and she's also been analyzed on her brain. Whatever happened, this dog has definitely had a massive trauma but she seems to be just about through the worst of it. It's way too early for her to regain use of her limbs yet but it was good to see that she was able to lift her head today at least. This is very much a dog who wants to live and wants to get better but her body just won't let her yet. There is so much fight left in her though. I called her Espresso because she looked dark with a little hint of coffee on her and then I thought I'd give her her full name of Espresso Martini 🍸 ☕️ I would say her road to recovery will take weeks but the medical team are hopeful after her first 24 hours of progress that there might just be a future for this beautiful little girl ❤️🤞

Sometimes when we rescue dogs, it really is a life-or-death situation and that's very much the case for this tiny little girl who got reported to us yesterday. At first locals and the authorities told us that she had been poisoned so it was her race to empty her stomach and try and keep her alive. The team had been battling for the last 24 hours and it was very much touch and go. Today we've seen some amazing progress and her first tail wag! She's been undergoing a series of tests to eliminate any possible poisons and she's also been analyzed on her brain. Whatever happened, this dog has definitely had a massive trauma but she seems to be just about through the worst of it. It's way too early for her to regain use of her limbs yet but it was good to see that she was able to lift her head today at least. This is very much a dog who wants to live and wants to get better but her body just won't let her yet. There is so much fight left in her though. I called her Espresso because she looked dark with a little hint of coffee on her and then I thought I'd give her her full name of Espresso Martini 🍸 ☕️ I would say her road to recovery will take weeks but the medical team are hopeful after her first 24 hours of progress that there might just be a future for this beautiful little girl ❤️🤞

Niall Harbison

219,781 Aufrufe • vor 1 Monat

HAWAII! My family is huge and filled with people who procreate. I have spent my summer surrounded by children. I don’t know what the duck is going on, but I can not shake the children. It is most likely karma for publicly denouncing their existence over and over again, but here I am again, thanking Hawaii, specifically the islands of Maui and Oahu for providing my cousins (there are more not depicted), their offspring, and some honorary family members, with as the children say, “CORE MEMORIES!” We rode horses, we swam to waterfalls, I drank heavily (because I ran out of cannabis in New Zealand 3 weeks ago), we laughed and we cried and my horse (demonstrated in last slide) urinated while also having an erection. Special shout out to Andaz Maui at Wailea Resort for all the goodies and for spoiling our kids rotten. There is no better feeling than being able to shower all my good luck in this life on my family. Thank you for my shows in Oahu and Maui as well! What a joy to be able to travel to such beautiful places while also earning a living. Mahalo!

HAWAII! My family is huge and filled with people who procreate. I have spent my summer surrounded by children. I don’t know what the duck is going on, but I can not shake the children. It is most likely karma for publicly denouncing their existence over and over again, but here I am again, thanking Hawaii, specifically the islands of Maui and Oahu for providing my cousins (there are more not depicted), their offspring, and some honorary family members, with as the children say, “CORE MEMORIES!” We rode horses, we swam to waterfalls, I drank heavily (because I ran out of cannabis in New Zealand 3 weeks ago), we laughed and we cried and my horse (demonstrated in last slide) urinated while also having an erection. Special shout out to Andaz Maui at Wailea Resort for all the goodies and for spoiling our kids rotten. There is no better feeling than being able to shower all my good luck in this life on my family. Thank you for my shows in Oahu and Maui as well! What a joy to be able to travel to such beautiful places while also earning a living. Mahalo!

Chelsea Handler

88,449 Aufrufe • vor 2 Jahren

Alex Robertson - 121 Technical Analysis I have been lucky enough to work with Alex for the past 3-months now as his "Technical Analyst" & he has agreed to let me share some insights as to what we do: - Clip All Touches - Review Against Our Agreed Development Plan - Weekly Presentation of Above - Constant Communication During the Week - Monthly KPI Data Report Before starting, I did a pre-review of his matches against Mansfield & Huddersfield(Both Not Started), noted the main issue was a "Closed-Off" Body-Shape which resulted in less progression of the ball and thankfully Alex agreed. The focus from there was reviewing all scenarios, as a 6/8/10, what Alex could do more to get facing forward: - Scanning for Space - Simple Body-Shape Change - Little Adjustments to Deepen by 1-2 Yards (Vital to add, I absolutely cannot "Coach" Alex/Players, it can only be technical) It's only been 12-Weeks of Work but the improvements are clear on the "Eye-Test" but also our KPI Data: - Playing More (71min per 90 up from 41min) - 6 Goal Contributions (Up from 0) - More Chances Created (1.9 per 90 up from 0.8) - More Fwd Passes (12.1 per 9 up from 9.3) - More Final Third Passes (7.4 per 90 up from 4.1) From Alex personally he has said it has increased his "focus" helping "visualise" on the pitch & massively resulted in an "improved overall confidence" If there any players out there that would be interested in a consultation, just get in touch on which ever platform you have seen this 💙

Alex Robertson - 121 Technical Analysis I have been lucky enough to work with Alex for the past 3-months now as his "Technical Analyst" & he has agreed to let me share some insights as to what we do: - Clip All Touches - Review Against Our Agreed Development Plan - Weekly Presentation of Above - Constant Communication During the Week - Monthly KPI Data Report Before starting, I did a pre-review of his matches against Mansfield & Huddersfield(Both Not Started), noted the main issue was a "Closed-Off" Body-Shape which resulted in less progression of the ball and thankfully Alex agreed. The focus from there was reviewing all scenarios, as a 6/8/10, what Alex could do more to get facing forward: - Scanning for Space - Simple Body-Shape Change - Little Adjustments to Deepen by 1-2 Yards (Vital to add, I absolutely cannot "Coach" Alex/Players, it can only be technical) It's only been 12-Weeks of Work but the improvements are clear on the "Eye-Test" but also our KPI Data: - Playing More (71min per 90 up from 41min) - 6 Goal Contributions (Up from 0) - More Chances Created (1.9 per 90 up from 0.8) - More Fwd Passes (12.1 per 9 up from 9.3) - More Final Third Passes (7.4 per 90 up from 4.1) From Alex personally he has said it has increased his "focus" helping "visualise" on the pitch & massively resulted in an "improved overall confidence" If there any players out there that would be interested in a consultation, just get in touch on which ever platform you have seen this 💙

John Walker

42,191 Aufrufe • vor 4 Monaten

Today we’re launching a new Ergo feature we built in Y Combinator for every B2B team that sells in Slack. Your CRM is only as good as the data inside it. The problem? Most of that data never makes it there. It lives in Slack. Deals move forward in conversations: – Next steps – Pricing signals – Buying intent But when those happen in Slack Connect, your CRM stays blind. That means: – Pipeline bleed – Stale stages – Missing contacts We fixed that. Add Ergo to your Slack Connect channel → your CRM updates itself: – Deal amounts, close dates, custom fields – New + enriched contacts – Always-fresh pipeline No more manual logging. No more pipeline bleed. Companies like Delve, Rho, Whop are already using Ergo to kill sales admin. 👉 Want early access + the YC playbook on how startups sell in Slack? 1. Like this post 2. Comment Slack (Priority goes to those who Repost 🔄)

Today we’re launching a new Ergo feature we built in Y Combinator for every B2B team that sells in Slack. Your CRM is only as good as the data inside it. The problem? Most of that data never makes it there. It lives in Slack. Deals move forward in conversations: – Next steps – Pricing signals – Buying intent But when those happen in Slack Connect, your CRM stays blind. That means: – Pipeline bleed – Stale stages – Missing contacts We fixed that. Add Ergo to your Slack Connect channel → your CRM updates itself: – Deal amounts, close dates, custom fields – New + enriched contacts – Always-fresh pipeline No more manual logging. No more pipeline bleed. Companies like Delve, Rho, Whop are already using Ergo to kill sales admin. 👉 Want early access + the YC playbook on how startups sell in Slack? 1. Like this post 2. Comment Slack (Priority goes to those who Repost 🔄)

Yash Dulla

12,981 Aufrufe • vor 10 Monaten