$META doesn't need Muse, enterprise or Reality Labs bets to pay off to keep growing >20%.
Can you say the same about the rest of the Mag 7? Or any other shitco in this market?
The constant under-appreciation of FoA drives me crazy. It's the best business in the world.
Can you say the same about the rest of the Mag 7? Or any other shitco in this market?
The constant under-appreciation of FoA drives me crazy. It's the best business in the world.
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Supreme Bagholder retweeted
many people still sleeping on Muse Wonder Full
all good, we have better models on the way 馃敎 馃懣
all good, we have better models on the way 馃敎 馃懣
I still think you guys are severely underrating Muse Wonder Full.
Been using it a ton for orchestration and drafting rewrites of docs, skills, mcp descriptions and more.
It's so much more pleasant to talk to AND it's great at steering models (as such, decent at skill writing!)
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The moment Muse clicks for you, it's over.
I took a photo of a parking ticket and Muse just paid it.
Everything already connected, i don't want to open any forms.
Same with restaurants that are impossible to book. It handles it, 24/7. Find a spot in a time frame you ask for
I took a photo of a parking ticket and Muse just paid it.
Everything already connected, i don't want to open any forms.
Same with restaurants that are impossible to book. It handles it, 24/7. Find a spot in a time frame you ask for
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Supreme Bagholder retweeted
konnichiwa!
we are launching muse in japan today! 馃嚡馃嚨
it is now available鈥攄ownload it from your favorite app store!
(i hope you're ready for the anime memes 馃槆)
we are launching muse in japan today! 馃嚡馃嚨
it is now available鈥攄ownload it from your favorite app store!
(i hope you're ready for the anime memes 馃槆)
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Well, the good news is that at least SOME of that dillution is being priced in today.
Everyone should be extremely pleased with their earnings this quarter. FOA is a cash monster. No signs of slowdown. AI benefits every aspect of Meta's business.
I'm so excited.
Everyone should be extremely pleased with their earnings this quarter. FOA is a cash monster. No signs of slowdown. AI benefits every aspect of Meta's business.
I'm so excited.
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Imagine a quarter so good, that the news of getting dillute still results in the stock being up +4%
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$META news hitting they are looking to issue more shares. Will probably learn more in the call.
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$SE is pitching SeaCloud as an cost-efficient play because their internal AI tech stack is already built for internal uses.
I still think scaling B2B infra for external clients will demand fresh capex. Market is right to be skeptical. But I think they do have a right to win here
I still think scaling B2B infra for external clients will demand fresh capex. Market is right to be skeptical. But I think they do have a right to win here
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This platform is battle-tested at massive scale. It already powers Shopee, Monee and Garena natively.
My point is they aren't building a cloud business from scratch. SeaCloud isn't an unproven startup project. It's powering decade-long worldwide consumer platforms.
My point is they aren't building a cloud business from scratch. SeaCloud isn't an unproven startup project. It's powering decade-long worldwide consumer platforms.
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608
Bought quite a bit of $SE today. I was waiting for this.
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What's the point of showing Perplexity here lmao. Couldn't differenciate it from the x-axis.
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Supreme Bagholder retweeted
Today is a big day for me. Together with a great alternative data provider team, we are launching Qalpha AI!
Qalpha AI is an alternative data platform with a focus on the Cloud, AI, and SaaS sectors. It extracts alternative data, including hiring data, adoption data from over ucture signals for more than 1700 products like new subdomains, DNS records, certificate transparency logs, and data center buildout data. We track all the big tech names $MSFT, $GOOGL, $AMZN, $META on top of hundreds of mid-sized and smaller companies in this sector. You can also track things like Claude, Codex, ChatGPT, Copilot, AWS Bedrock, and much more.
For me, the key was also to make the product affordable, since it provides insights that were previously charged 10x more on other legacy platforms and were lower quality or didn't even exist.
The platform already offers a ton of alternative data as it is, but over the coming weeks we will keep adding new data sources and expanding the platform since we have the tools and the know-how to fully take advantage of this time and provide investment professionals and corporates a service which was already due for some time now.
For the first 7 days of launch, we are offering a special discount on pricing + a 3-day free trial.
I truly invite you to use it, as it really gives valuable insights: qalpha.ai
For those who have found my posts useful over the years, I would really appreciate it if you could help spread the word. Thank you 馃檹
Qalpha AI is an alternative data platform with a focus on the Cloud, AI, and SaaS sectors. It extracts alternative data, including hiring data, adoption data from over ucture signals for more than 1700 products like new subdomains, DNS records, certificate transparency logs, and data center buildout data. We track all the big tech names $MSFT, $GOOGL, $AMZN, $META on top of hundreds of mid-sized and smaller companies in this sector. You can also track things like Claude, Codex, ChatGPT, Copilot, AWS Bedrock, and much more.
For me, the key was also to make the product affordable, since it provides insights that were previously charged 10x more on other legacy platforms and were lower quality or didn't even exist.
The platform already offers a ton of alternative data as it is, but over the coming weeks we will keep adding new data sources and expanding the platform since we have the tools and the know-how to fully take advantage of this time and provide investment professionals and corporates a service which was already due for some time now.
For the first 7 days of launch, we are offering a special discount on pricing + a 3-day free trial.
I truly invite you to use it, as it really gives valuable insights: qalpha.ai
For those who have found my posts useful over the years, I would really appreciate it if you could help spread the word. Thank you 馃檹
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Supreme Bagholder retweeted
after an exciting week of launches (muse wonder [full] & muse spark open), i want to write a note of appreciation to the amazing research teams at meta superintelligence labs on reaching such a special milestone 鈾ワ笍
we started MSL and TBD a little more than a year ago and set a goal of producing a frontier model within a year or so. given where llama4 landed, that was an incredibly audacious goal, and we knew it wouldn't be easy. many people told us it would be impossible. we knew it was unlikely, but still worth doing. a remarkable group of researchers and engineers joined the effort from inside and outside meta. every single person came in, picked up a shovel, and got to work with earnestness and urgency. nobody asked whose job it was.
we assembled a team of the most brilliant people i have ever had the opportunity to work with (and remember, i was an HRT intern 馃檭). i am surrounded by ambitious, visionary, technically excellent, hard-working, pragmatic, thoughtful scientists, engineers, and product folks鈥攑eople who will chase a weird loss spike past midnight just because they need to know why. these models are the product of their passion, hard work, and brilliance.
somewhat paradoxically, when we started TBD, we set a principle of no deadlines. we knew we had an astronomical amount of work ahead of us鈥攁cross pretraining, post-training, RL, multimodal, infrastructure, safety, data, AND frontier research. there was no use setting arbitrary timelines鈥攚e just had to get to work, be thoughtful, and build the foundations of a frontier research effort in record time. and run after run, this team did exactly that.
our researchers are magicians. i can only describe building these models with this team as a wondrous journey of scientific discovery. i am constantly amazed by what we can accomplish with scaling. i will remember this past year for the rest of my life鈥攖he late nights, the broken runs, the evals that came back better than any of us dared to hope. watching this team create wonder after wonder has been a true and deep gift.
more than just the models we released this week, we have built a machine that builds new models. it often sounds like a cop-out to say labs can just turn the crank to keep scaling, but now i have seen it first-hand. sure, it's a lot of work and a careful process, but we have built a scalable system to keep advancing at the frontier, and i am really proud of how fast this team keeps making these models better.
lastly, i get to work with researchers who care deeply about how their work benefits humanity. it's easy to forget when everything is changing so fast, but the whole damn point is to make people's lives better. time and time again, i have seen our researchers, engineers, and product folks build our technology with care so it can truly be good for the world鈥攚hether that's building the best models for muse, thoughtfully open-sourcing strong models, or making sure the alignment and security of our systems are rock solid. this is a team of people who never forget there's a real person on the other side of every prompt.
thank you to everyone at MSL for being part of this crazy journey over the past year. i'm so grateful for every one of you, and our work is not done!
we started MSL and TBD a little more than a year ago and set a goal of producing a frontier model within a year or so. given where llama4 landed, that was an incredibly audacious goal, and we knew it wouldn't be easy. many people told us it would be impossible. we knew it was unlikely, but still worth doing. a remarkable group of researchers and engineers joined the effort from inside and outside meta. every single person came in, picked up a shovel, and got to work with earnestness and urgency. nobody asked whose job it was.
we assembled a team of the most brilliant people i have ever had the opportunity to work with (and remember, i was an HRT intern 馃檭). i am surrounded by ambitious, visionary, technically excellent, hard-working, pragmatic, thoughtful scientists, engineers, and product folks鈥攑eople who will chase a weird loss spike past midnight just because they need to know why. these models are the product of their passion, hard work, and brilliance.
somewhat paradoxically, when we started TBD, we set a principle of no deadlines. we knew we had an astronomical amount of work ahead of us鈥攁cross pretraining, post-training, RL, multimodal, infrastructure, safety, data, AND frontier research. there was no use setting arbitrary timelines鈥攚e just had to get to work, be thoughtful, and build the foundations of a frontier research effort in record time. and run after run, this team did exactly that.
our researchers are magicians. i can only describe building these models with this team as a wondrous journey of scientific discovery. i am constantly amazed by what we can accomplish with scaling. i will remember this past year for the rest of my life鈥攖he late nights, the broken runs, the evals that came back better than any of us dared to hope. watching this team create wonder after wonder has been a true and deep gift.
more than just the models we released this week, we have built a machine that builds new models. it often sounds like a cop-out to say labs can just turn the crank to keep scaling, but now i have seen it first-hand. sure, it's a lot of work and a careful process, but we have built a scalable system to keep advancing at the frontier, and i am really proud of how fast this team keeps making these models better.
lastly, i get to work with researchers who care deeply about how their work benefits humanity. it's easy to forget when everything is changing so fast, but the whole damn point is to make people's lives better. time and time again, i have seen our researchers, engineers, and product folks build our technology with care so it can truly be good for the world鈥攚hether that's building the best models for muse, thoughtfully open-sourcing strong models, or making sure the alignment and security of our systems are rock solid. this is a team of people who never forget there's a real person on the other side of every prompt.
thank you to everyone at MSL for being part of this crazy journey over the past year. i'm so grateful for every one of you, and our work is not done!
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