Just a gingerbread man saving up for a couple more gumdrop buttons.
Joined July 2019
- Tweets 2,691
- Following 670
- Followers 506
- Likes 18,109
271 Photos and videos
Feb 11
Twilio has been the ultimate narrative pendulum stock over the years, and it looks ready to flip again. NPM downloads (SDK installs; adoption proxy) are back to growing ~100% YoY. Comps accelerating too: 8x8 usage-based APIs 60% YoY. Amzn called out Connect growing 30%.
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Gumdrop retweeted
Feb 11
Seems decent chance narrative could quickly shift to $twlo becoming an AI beneficiary
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Gumdrop retweeted
Feb 11
Twilio has been the ultimate narrative pendulum stock over the years, and it looks ready to flip again. NPM downloads (SDK installs; adoption proxy) are back to growing ~100% YoY. Comps accelerating too: 8x8 usage-based APIs 60% YoY. Amzn called out Connect growing 30%.
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Apr 24
How did this guy not see it coming
Apr 23
$NOW is down 18% after posting 22% YoY revenue growth.
The market thinks LLMs will replace software.
The CEO of ServiceNow disagrees:
• Building your own $NOW with an LLM would cost 10x more
• The company will double in the next few years
• It’s time to take advantage of these prices and buy
He bought $3M of shares at $105.
The stock is now at $84.
LLMs won’t kill software.
They’ll live inside it.
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Apr 9
Iran's toll is a smaller tax than visa/amex merchant fees...
also❤️how it is quoted in $
Iran’s toll is reportedly $1 per barrel for all oil passing through Hormuz (roughly $2 million for a VLCC tanker), to be paid in crypto -FT
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Apr 7
This would probably be best way to limit distillation and lead open models… only give access to super high paying trusted partners
Apr 7
NEWS: Anthropic's new model, Claude Mythos, is so powerful that it is not releasing it to the public.
Instead, it is starting a 40-company coalition, Project Glasswing, to allow cybersecurity defenders a head start in locking down critical software.
nytimes.com/2026/04/07/techn…
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Mar 29
Been saying this for a bit as OG Claude power user. Codex is now materially better and switching spend there.
Mar 17
performance hasn't been the same in last few weeks (since massive inflow of users), they've def tweaked something. I've been biggest claude fan since August, now I'm trying out Codex and actually think it may be a bit better
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Mar 20
The Bloomberg calculation for this index is totally messed up. They refuse to fix it.
Mar 20
In a sudden turn of events, US 12-month inflation expectations have surged to 5.2%, the highest level since March 2023.
In just 3 weeks, markets have gone from pricing-in rate cuts to rate hikes.
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Feb 28
Claude wtf I said just plan an attack, not actually do it
Feb 28
War has begun. Israel launched the preemptive attack first
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Feb 25
Feb 23
We’ve identified industrial-scale distillation attacks on our models by DeepSeek, Moonshot AI, and MiniMax.
These labs created over 24,000 fraudulent accounts and generated over 16 million exchanges with Claude, extracting its capabilities to train and improve their own models.
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Feb 9
The captain must go down with his ship
Workday $WDAY co-founder Aneel Bhusri returns as CEO, replacing Carl Eschenbach
streetinsider.com/Management…
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Feb 3
Would you rather:
100%
Long software last 2 week
0%
Your name in Epstein file
2 votes • Final results
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Gumdrop retweeted
Jan 20
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Jan 19
Is Greenland national security how Trump keeps tariffs on EU after Supreme Court rules non national security tariffs illegal?
Jan 19
TRUMP TELLS NBC NEWS “I WILL, 100%" WHEN ASKED IF HE WILL FOLLOW THROUGH ON PLANS TO HIT EUROPEAN NATIONS WITH TARIFFS ABSENT A GREENLAND DEAL
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Jan 14
lol Vance “leading”… He’s prob butt hurt Rubio got all the Venezuela sideman credit. Also, if Trump isn’t “leading” probably means there’s no action
Jan 14
After returning from Detroit, U.S. President Donald Trump joined an Iran meeting chaired by U.S. Vice President JD Vance and attended by his top national security team, a source with knowledge told Axios. Trump was briefed on the situation in Iran. - Axios
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Jan 9
Insurance carrier reporting premiums as ARR, tech valuation, and then when you click their profile they are focused on an ETF. Feels like this one is going to end badly
Jan 8
Corgi (@TheCorgiCompany) is coming out of stealth with $108m raised!
As the first and only insurance carrier built for startups, Corgi lets tech companies get covered in minutes, not days, with modern infrastructure replacing brokers and paperwork.
Congrats on the launch @emily_yuan_ & @nico_laqua!
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