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Gumdrop

@GumdropCap

Just a gingerbread man saving up for a couple more gumdrop buttons.

Joined July 2019
  • Tweets2.7K
  • Following709
  • Followers503
271Media
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Prices vary from country to country, but one thing seems universal: a hotel massage somehow costs $300, even if the hotel is a hut in Botswana.
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CACO: Claude always chickens out
Claude (@claudeai) profile pictureClaude
@claudeaiJul 12
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
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If UAPs are real what does that do to the terminal value of SpaceX?
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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%.
Image from Gumdrop (@GumdropCap)
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Twilio weekly NPM downloads now up 200% YoY
Image from Gumdrop (@GumdropCap)
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Gumdrop retweeted
Gumdrop (@GumdropCap) profile picture
Gumdrop
@GumdropCapFeb 11
Seems decent chance narrative could quickly shift to $twlo becoming an AI beneficiary
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Gumdrop retweeted
Gumdrop (@GumdropCap) profile picture
Gumdrop
@GumdropCapFeb 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%.
Image from Gumdrop (@GumdropCap)
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How did this guy not see it coming
Daniel (@danielisdizzy) profile pictureDaniel
@danielisdizzyApr 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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Iran's toll is a smaller tax than visa/amex merchant fees... also❤️how it is quoted in $
OSINTtechnical (@Osinttechnical) profile pictureOSINTtechnical
@OsinttechnicalApr 8
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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This would probably be best way to limit distillation and lead open models… only give access to super high paying trusted partners
Kevin Roose (@kevinroose) profile pictureKevin Roose
@kevinrooseApr 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…
Anthropic Claims Its New A.I. Model, Mythos, Is a Cybersecurity ‘Reckoning’ (Gift Article)

Anthropic Claims Its New A.I. Model, Mythos, Is a Cybersecurity ‘Reckoning’ (Gift Article)

The company said on Tuesday that it was holding back on releasing the new technology but was working with 40 companies to explore how it could prevent cyberattacks.

nytimes.com
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Been saying this for a bit as OG Claude power user. Codex is now materially better and switching spend there.
Gumdrop (@GumdropCap) profile pictureGumdrop
@GumdropCapMar 17
Replying to @HedgeyeComm
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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The Bloomberg calculation for this index is totally messed up. They refuse to fix it.
Adam Kobeissi (@TKL_Adam) profile pictureAdam Kobeissi
@TKL_AdamMar 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.
Image from Adam Kobeissi (@TKL_Adam)
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Claude wtf I said just plan an attack, not actually do it
Dmitri Alperovitch (@DAlperovitch) profile pictureDmitri Alperovitch
@DAlperovitchFeb 28
War has begun. Israel launched the preemptive attack first
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how many exchanges do you think are needed to distill @turbotax and @HRBlock tax software
Anthropic (@AnthropicAI) profile pictureAnthropic
@AnthropicAIFeb 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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Seems decent chance narrative could quickly shift to $twlo becoming an AI beneficiary
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The captain must go down with his ship
Streetinsider.com (@Street_Insider) profile pictureStreetinsider.com
@Street_InsiderFeb 9
Workday $WDAY co-founder Aneel Bhusri returns as CEO, replacing Carl Eschenbach streetinsider.com/Management…
Image from Streetinsider.com (@Street_Insider)
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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
Killua (@cryptokillua99) profile picture
Killua
@cryptokillua99Jan 20
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Is Greenland national security how Trump keeps tariffs on EU after Supreme Court rules non national security tariffs illegal?
*Walter Bloomberg (@DeItaone) profile picture*Walter Bloomberg
@DeItaoneJan 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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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
Open Source Intel (@Osint613) profile pictureOpen Source Intel
@Osint613Jan 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
Image from Open Source Intel (@Osint613)
Image from Open Source Intel (@Osint613)
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