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Yun's command grab seems pretty versatile during customs in A3. He can setup big damage similar to Karin off inescapable ticks, OTGs, and activate straight into grab (activation freeze prevents reaction jumps).

14,099 görüntüleme • 1 yıl önce •via X (Twitter)

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My current thoughts on dealing with Ingrid’s setups, teleports, and beams 👇 Still feels pretty underdeveloped, but here’s what I’ve got so far. 0:00- As a counter to OD parry, meaty OD Hadoken or charged fireball. Even if the parry succeeds, you’re still around +6, so you can punish with 0:12- Safe jumps after MK Tatsu or LP DP. Anti-air invincible reversals can still be blocked, and OD parry can also be covered. 0:28- Counterplay against setup into teleport. If you block from farther away, it tends to become a true blockstring. If you move in and crouch block, it becomes easier to DP or Perfect Parry the teleport. 0:42- If dealing with it from farther out, Perfect Parry first, then if you see the teleport, anti-air with cr.HP or similar. 0:44- Against setup > stock charge or teleport, buffer Perfect Parry Drive Rush beforehand. Go under the teleport with whiff cr.LP > turn-around cr.LP. If you see the charge instead, check with or similar. 0:56- If you recognize either the horizontal or overhead teleport, anti-air with cr.HP or st.LP > st.LP. 1:15- Use Hyakki preemptively against the setup, then go into the HK follow-up if you see teleport or charge. 1:28- Walk forward and parry as a read against mid setup. If you get a close-range Perfect Parry against the mid setup, sweep can punish. 1:33- If they start mixing in heavy setup, use Parry Drive Rush into cr.LP. 1:40- If they use setup at close range, it’s at least possible to react and aim for a sweep trade. 1:46- Against non-enhanced beam, Perfect Parry > 6HP will reach unless it hits at max range. You can also whiff punish missed beams with Drive Rush and similar options.

白(ワラキア)

31,960 görüntüleme • 2 ay önce

$GRAB Secret Sauce 🧵 How this company will thrive to $300B MC and beyond! It took me a while to gather the material for this thread. I will link down below other threads I talked extensively on all current and future $GRAB services to avoid making this thread too long. It is very important to understand product roadmap on the SuperApp, and how it will make money over the long-term, and transfer that value creation to shareholders. The closest analogy for new investors to understand is Amazon obsession over customers where $AMZN makes a little bit of money on each transaction to break even, but make the most money on Prime Membership. Or Costco obsession over customers where $COST makes 10-15% margin or lower on most products to break even on operation, but to make the most money on Costco membership fees. Jeff Bezos famously said "investors should invest in the company that obsesses customer experiencein the long term, there's never any misalignment between customer interests and shareholder interests!" The TLDR version: Being Customer Obsessed over Competition. We never heard much where Anthony Tan described or bitter about competition. Because Anthony does pay attention to competition, but he is more focused or obsessed on how to serve customers better at the lowest price possible, those that pay for $GRAB services. It is not just a business, it is a mission from first day of $GRAB or formerly known as MyTeksi. Anthony Tan and Co-founder Hooi Ling Tan both met at a class “Business at the Base of the Pyramid.” This class shaped the years of $GRAB success and today mission, creating a valuable business servicing the mass market, the lower income communities. Now, lets start with Customer Obession. $Grab does not see just users as customers, Anthony Tan views drivers, merchants, and partners are customers as well for long term success of the company. This is a big differentiator that contributed to GRAB success today. A. Hyperfocus on users: Grab emphasizes safety, with 99.9% of rides completed without incidents, and offers affordable options like Saver rides (26% of mobility transactions, 1.5X higher order frequency) alongside high-value services like Premium Rides and GrabUnlimited (3.7X more frequent usage, 2X higher retention). This likely enhances user satisfaction and retention, driving revenue growth, as seen in their Q1 2025 earnings of $773 million, up 18% year-over-year. But it does not stop at rides, it translate this obsession into food/grocery/financial and other services. Anthony Tan centered $GRAB success on affordability and reliability over the long-term since its early startup day. Essentially, the long-term TAM for servicing 2- 3 billion people is to get 30-50% of them on GrabUnlimited. Now it is $4.99 a month, will probably be adjusted to $7-$10 adjusted to inflation 10-15 years from now or around $7-$10B or more subscription revenue straight to net income B. Hyperfocus on Merchants: Grab has significantly focused on merchant growth as a core strategy to expand its ecosystem, particularly through its GrabFood, GrabMart, and financial services like GrabFinance. The reason is simple, these merchants/businesses are bringing in user growth. Businesses also pay GRAB on ea transaction very well, and at the same time using Cheap Loan(provided by Grab) to expand, and pay on GrabAds(this will have the highest margin after GrabUnlimited up to 50-60%). Grab also investing heavily on #AI to help merchants with OpenAI and Anthropic partnerships. The impact is unreal with this core strategy, many merchants today have more than 50-60% of its monhtly sales from $GRAB SuperApp(grew from 10-15% in 2021-2022). This approach has positioned Grab as a leader in Southeast Asia’s on-demand market, with significant potential for further expansion as it continues to innovate and optimize C. Hyperfocus on Drivers: In today world, you will never see $uber or Lyft talking about seeing drivers as customers. GRAB is the only company that sees Drivers as customers, and this focus is critical to maintaining a robust supply of driver-partners to meet consumer demand for ride-hailing, food delivery, and other services. Grab has scaled its driver network significantly since going public day with 5-6m registered driver-partners. Expanding rental/low fee fleets to secure drivers, creating stable employment in its current 8 countries. President Ferdinand R. Marcos Bongbong Marcos recently acknowledged $GRAB's significant impact on employment in the Philippines. All of 8 countries Grab operates in, all presidents and PM have praised Grab contribution on employment in their countries. GRAB makes its the company mission to expand more drivers registered on $GRAB SuperApp. Last Fun Fact, GRAB drivers in its 8 market have much higher income than BA degree holders and in many cases x2 or x3 the average salaries due to Grab Dynamic Pricing to bring supply and demand back to lowest price. AKA when demand is mad high, price will be higher to attract more drivers to bring down price. Drivers financial success is Grab long-term success. Conclusion: Grab's SuperApp success, as evidenced by Q1 2025 financials, is tied to putting customers, drivers, and merchants first. Their focus on safety, affordability, financial inclusion, and upskilling creates a robust ecosystem, reflected in increased MTUs, revenue growth, and profitability. The SuperApp will expand to 3 billion people TAM or more over the long term. 1. User Growth(Transactional Users) 2. GrabAds (expanding beyond SuperApp into Physical Grocery/Fleets) 3. GrabUnlimited( Expanding valuable services/features to make it stupid not to have it) Over the long-term, $GRAB will expand beyond SuperApp. Just like when Amazon has some spare computer capacity and decided to rent it out and became the AWS today, which is a behemoth that's now >4 times bigger than its original shopping business. No, I'm not saying $GRAB is the next Amazon. I'm telling you that with this "Secret Sauce" strategy of customer obsession, Anthony Tan can expand to other ventures with the massive FCF+ and profitable SuperApp to fund it. Disclaimer: I do own a large position in the Private Portfolio, and currently 100% on $GRAB on small public portfolio. This is the public portfolio where I contribute $500-$1000 of my own money. This public portfolio is not intended to be just 100% pure $GRAB, but it is the first position. I will try to keep it under 10 companies, and high quality growth businesses ONLY. I will not bother with garbage or hyped businesses where people just hype x10 x100 x1000 next week/year. You can follow others for that. Everything I wrote here is NOT Financial Advice! Source: Private Sources, Grab Dot Com, Webull, TOS, Bloomberg, Various Asian Media Outlets, Youtube, Anthony Tan, WSJ, Financial Times, Yahoo, Reuters, Jakarta Globe...

Mike

209,603 görüntüleme • 1 yıl önce

The judge in the capital murder case against Charlie Kirk's accused killer saw texts and Discord messages today in which suspect Tyler Robinson discusses looking for his rifle and apologizes for "roping you all into this." Robinson also texted his roommate and romantic partner Lance Twiggs, “I am still ok my love, but am stuck in Orem for a little while longer yet” “shouldn’t be long until I can come home, but I gotta grab my rifle still. to be honest I had hoped to keep this secret till I died of old age. I am sorry to involve you.” Twiggs replied, “you weren’t the one who did it right????” “I am, I’m sorry,” Robinson said. “I thought they caught the person?” Twiggs asked. “no, they grabbed some crazy old dude, then interrogated someone in in similar clothing,” Robinson replied. Robinson continued, “I had planned to grab my rifle from my drop point shortly after, but most of that side of town got locked down. its quiet, almost enough to get out, but theres one vehicle lingering.” Robinson told Twiggs he "had enough of his hatred. Some hate can't be negotiated out. If I'm able to grab my rifle unseen, I will have left no evidence." The messages were displayed during the testimony of Brian Davis, an agent with the Utah Department of Public Safety today (Thursday, July 9) during the fourth day of Robinson's preliminary hearing before Judge Tony F. Graf Jr. in Provo, Utah. This clip has been edited for brevity. You can watch all of the testimony unedited on my YouTube channel or Facebook page. The proceeding before Judge Tony F. Graf Jr. in Utah's 4th Judicial District in Provo is not a trial. It is a hearing for Graf to determine if probable cause supports the charges against Robinson.

Meghann Cuniff

48,733 görüntüleme • 1 ay önce

We got new Crimson Desert gameplay, showing off the combat, progression system and more of the world, and this game continues to look insane. Here are the highlights: - Multiple different weapon types including: Sword and shield, Spears, Greatswords, Axes, Dual-wield swords and ranged weapons such as guns - Use mounts during combat such as bears, mechs and dragons - Melee combat allows you to utilize actual martial arts and massive combos - Three playable characters, Cliff seems to mostly use melee weapons, a female is focused on magic and ranged weapons such as a rifle, and a male orc who serves a barbarian role. It does seem like you can mix and match abilities between them - You can grab, throw and kick enemies to create chains of attacks. Slide is another ability that can be chained with double jumps and kicks - Swap weapons mid combat and you can enhance weapnos with elements such as spark damage - A grapple hook can be used to scale up walls and swing into attacks - Progression is based on acquiring artifacts, which are found by defeating bosses and at the end of dungeons as well as hidden across the world - Some skills are earned by observing others use them out in the world - You can use a sort of helicopter blades umbrella to fly around the world - Buy, find or craft gear to use in combat. Gear is upgradeable as well - Crafting/Upgrading is highly detailed, for example you can go and mine for certain materials in caves, you will also need to hunt animals or defeat bosses for certain materials as well - Crafting materials can be obtained through quests and in hidden locations as well - Add special effects to weapons and armors at certain vendors such as Wizards - There are flying bosses that you will have to fight in the skies such as flying metallic birds that you can land on Crimson Desert is launching on March 19th on Xbox Series X/S, PS5, PC and Mac. Every time we see more of this game, it feels like a true GOTY contender that will be an absolute amazing massive experience. I truly hope it lives up to the hype!

Synth Potato🥔

224,722 görüntüleme • 6 ay önce