Seb Hoffmann (@zelos808) header
Seb Hoffmann (@zelos808) profile picture

🇪🇺 Founder and relative strength trader. https://nitter.cf/t.co/TEldLDRLGV 🌶️ Handmade noodle kits & sauces https://nitter.cf/t.co/6bO6yR4CAs 🐝 Forecasting for small brands

Amsterdam 🚲
Joined February 2012
Photo by Seb Hoffmann (@zelos808)Photo by Seb Hoffmann (@zelos808)Photo by Seb Hoffmann (@zelos808)Photo by Seb Hoffmann (@zelos808)Photo by Seb Hoffmann (@zelos808)Photo by Seb Hoffmann (@zelos808)Photo by Seb Hoffmann (@zelos808)Photo by Seb Hoffmann (@zelos808)Photo by Seb Hoffmann (@zelos808)Photo by Seb Hoffmann (@zelos808)
Just shipped OrderBee. Started from my own problem: no forecasting tool for small European multichannel brands. Either spreadsheet chaos, or overblown ERPs. So I scratched my own itch. I've built and tested it with the team over the last few weeks. Today I’m finally making it publicly available. Would love your support and honest feedback 🙏
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The average person just wants a quick answer to their question. AI gives that to them. Reddit will increasingly become a place for the nerds that go balls deep into a rabbit hole.
Reddit's earnings call has exposed the new reality for thousands of companies. "AI mode does not drive traffic. Not for us and not to anybody as far as I know. It used to be a traffic driver. Now it's not." - Reddit CEO. The reality is that AI is fundamentally changing the way that humans access the internet. Just 24 hours prior to this statement, Google's stock erased -$480 billion on the same issue: AI is disrupting the traditional search model. For decades, the internet operated on a simple model. Search engines directed users to websites, and those websites monetized the traffic. AI is destroying this business model, and it's happening at an accelerating pace. The traditional model of internet traffic is rapidly becoming outdated. The internet has entered a new era.
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Seb Hoffmann retweeted
Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified. The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far. Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete. As an immediate precaution, Binance has: - temporarily suspended deposits and withdrawals while security checks are completed; - revoked the affected address authorisation; - engaged law enforcement and blockchain intelligence partners to trace and recover funds. Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice. Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions. binance.com/en/support/annou…
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Seb Hoffmann retweeted
MARVELL $MRVL IS SAID IN ADVANCED TALKS TO BUY $LITE LUMENTUM HOLDINGS
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BREAKING: Anthropic officially files its S-1 registration statement for an IPO, seeking to list on the Nasdaq under the ticker symbol $ANT. FULL SUMMARY OF ANTHROPIC'S S-1 FILING: 1. Anthropic posted H1 2026 revenue of $16.3 billion with a net loss of $80.7 billion 2. Anthropic says it does not expect to pay a dividend "in the foreseeable future" 3. Expects to spend up to $120.5 billion on SpaceXAI and Nvidia compute 4. Expects to spend up to $114.5 billion with Google through 2033 5. Revenue growth rate "may not be sustainable" and "may decrease" 6. May be required to seek additional financing "sooner than expected" 7. 5% of Anthropic's shares will go to the "Anthropic Public Benefit Fund" 8. S-1 includes warnings of AI's "catastrophic existential risks to humanity" Markets currently expect Anthropic to raise as much as $100 billion at a valuation of ~$2 trillion. The company is reportedly targeting an IPO in the week of November 16th.
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Many websites down for maintence today - Our invoicing tool - @wefact 3PL - @huboofulfilment Quite disruptive to the workday. But patches should be deployed soon 🙏
The PHP security team is giving advance notice: Upcoming security release Wed, Oct 21st 2026, 14:00UTC, two critical vulnerabilities, both rated CVSSv4 9.2. PHP users are encouraged to prepare to update. Earlier release if details become public or active exploit evidence.
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Seb Hoffmann retweeted
SPACEX $SPCX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $14.6B; +161% YoY 🔹 EPS: $0.35 🔹 Net Income: $4.4B 🔹 Adjusted EBITDA: $8.8B; +306% YoY Capital Expenditures: 🔹 Total: $19.6B 🔹 Operating Cash Flow: $13.1B Segment Revenue: 🔹 Space: $1.8B; +6% YoY 🔹 Connectivity: $5.2B; +69% YoY 🔹 SI: $7.6B; +830% YoY Announcements: 🔹 First revenue-generating Starship mission successfully launched 🔹 Starbase, Louisiana next-generation spaceport planned 🔹 Grok Bot introduced as an always-on agentic SI system Other Q3 Metrics: 🔹 Starlink Consumer Subscribers: 13.6M
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Funny how everyone predicted a black monday event. And what do we get? Futures are up, Asian markets too. KOSPI at ~+2%. Let's see if we get a bigger selloff in October for a potential year-end rally.
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Calling this a glimpse into the future on the day @Tesla unveils a flying car ist pure comedy
Mission S. Authentic. Consistent. Timeless. A glimpse into the future - shaped by our heritage. Mid-engine architecture. A focus on the driver and the driving experience. Call it a love letter.
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Great news for the semiconductor sector and the overall AI trade
$TSM (Taiwan Semiconductor Manufacturing) #earnings are out:
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🔴 #BREAKING | KLM has chosen starlink to provide its fleet with connectivity. Starting mid-2027, KLM will make its high speed WiFi available free of charge on intercontinental flights. #Airways #News
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Seb Hoffmann retweeted
Claude now works inside Google Docs, Sheets, and Slides, and those files also open inside Claude. In Google Workspace, Claude sits in a sidebar next to your file, reads what you have open, and edits it in place. You can approve each edit before it lands.
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Need to get a filter asap. Always been told that Dutch tap water is one of the best. Turns out it’s not, the government just defined extremely high levels of PFAS as acceptable. I recommend doing this check by Greenpeace.
Researchers have now found extremely high amounts of PFAS in the majority of Dutch tap water The Netherlands was long known for having some of the cleanest tap water in the world and every Dutch person would drink from it, but that turned out to be false It's full of PFAS! PFAS are per- and polyfluoroalkyl particles also known as "forever chemicals", they're highly toxic They cause an endless list of body ailments like reducing fertility, disrupting your hormonal system, reduced testosterone levels, delayed fetal development, disrupting your immune system, causing cancer, elevating LDL cholestrol, and high blood pressure And even worse maybe mind ailments like anxiety, depression, cognitive decline, ADHD and neurodegeneration Sounds an awful lot like many of the mental ailments everyone in Netherlands is complaining about? A lot of people I know there are burnout, depressed, anxious and definitely low testosterone @GreenpeaceNL lets every Dutch person check their tap water for PFAS My friend did and his tap water is 2-3x over the limit! I can recommend to all my Dutch friends to install an Reverse Osmosis water filter, it's the most rigorous filter out there and removes over 99% of PFAS and microplastics and other contaminants I have a Waterdrop G3P600, as always I am not paid or affiliated, I wish I was cause I'd be rich Did PFAS and a culture of drinking tap water make many Western Europeans weak men? I don't think it's too crazy of a thing to suggest actually!
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Seb Hoffmann retweeted
Breaking news: Eurozone inflation shot up to a three-year high of 3.8% in September, after the escalating conflict in the Middle East triggered a resurgence in oil and gas prices. ft.trib.al/kb72j2s
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Dutch government is proposing new income tax system. Moving from taxing assumed gains and wealth to taxing realised capital gains in 2028. But in order to fill the budget whole, they drastically want to lower the tax-free allowance in 2027.
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My food brand started selling into Germany this year, with a launch to the biggest supermarket chain. Found out this week: as of Aug 2026, the EU's new packaging law requires us to pay a German "authorised representative". No volume or revenue minimum. Small brands - watch out 👇
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On top of that: mandatory LUCID registration, paid recycling license, and now a representative fee. A small Shopify or Etsy store with 10 orders per year has to pay the same fixed costs as a bigger co shipping pallets.
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What are the options? - Pay it - Stop selling in the country - Ignore it and risk getting a legal letter (Abmahnung) The crazy thing: None of that reduces waste. It's just a money grab. How do other small brands deal with this? EU insanity...
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European governments - take note Instilling a UX mindset is only done by a very few
Impressive. This set of talks, along with the new America dot gov website, has the unmistakable feel of an Apple launch event. They're rebooting the federal government as a tech startup. Several observations. (1) First, with this new AI interface to the entire federal government, if it works as promised, there won't be a single American who can't say their life wasn't helped at least in part by AI, or that the benefits accrued solely to zillionaires. This in itself cannily mitigates anti-datacenter sentiment. (2) Second, Joe Gebbia and Marco Rubio's talks on simplifying name changes and passport filings introduce a completely new era where the US government is actually launching tangible features that benefit users. (3) Third, this launch event in and of itself may visibly drive reform. It could become much more important than the State of the Union. Unlike laws, code is user-visible, and can be instantly audited by the public, as Obama found out with the failed obamacare website launch. So: the annual America dot gov event may be substance, whereas SOTU is traditionally optics. I wouldn't be surprised to see the President present at the next one. (4) Fourth, this kind of event is a perfect example of where tech and red cooperate best. They both hate bureaucracy. Automating paperwork with code reduces the power of statists over both capitalists and nationalists. It's also hard to undo by other admins: once you digitize a process, hard to turn it back to paper. (5) Fifth, it's an obvious point perhaps, but think about how much influence YCombinator has had in 20 years. From Gebbia's Airbnb joining their 2009 batch to a complete overhaul of the user interface of the US bureaucracy, and thus the US government. (6) Sixth, this is another take on the network state. The functional part of the US (the network, meaning tech) is merging with and partially reforming the dysfunctional part (the state, meaning bureaucracy) by automating 20th century paper forms. As a tech startup, there will no doubt be bugs and user issues and so on, but unlike with paper laws those issues will be visible and the code fixes will be verifiable. A new era of AI America. Rooting for them.
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Rest of the world let’s stay strong and stick to Artificial Intelligence
trump: “first of all, i want to welcome everyone to the first supreme intelligence summit. we used to call it artificial intelligence. terrible name. artificial means fake. why would we want fake intelligence? we want supreme intelligence.” sam altman: “mr. president, under your leadership, openai has made tremendous progress toward supreme intelligence.” trump: “tremendous.” dario amodei: “anthropic believes supreme intelligence must be developed safely, responsibly, & in accordance with..” trump: “see, he said it. supreme intelligence. very smart guy.” dario: “yes sir.” demis hassabis: “google deepmind has spent decades working toward general intelligence, but we now recognize that the technically correct term is supreme intelligence.” trump: “google finally learned something.” sundar pichai: “absolutely, mr. president. gemini is becoming more capable every day thanks to america’s leadership in supreme intelligence.” trump: gemini. “beautiful name. two people. double intelligence.” sundar: “yes. exactly.” elon musk: “i’ve actually been calling it supreme intelligence privately for years.” sam: “no you haven’t.” elon: “you wouldn’t know because you stole a charity.” mark zuckerberg: “mr president, meta is committed to making supreme intelligence available to everyone for free.” trump: “mark, you look much stronger now.” zuck: “thank you.” trump: “something happened.” zuck: “jiu-jitsu.” trump: “supreme jiu-jitsu.” satya nadella: “mr president, microsoft is proud to provide the infrastructure powering the supreme intelligence revolution.” reporter: “mr. president, what exactly is supreme intelligence?” trump: “it’s even better intelligence, very high IQ like my uncle who went to MIT.”
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Muse is cool and all but it couldn’t even book me a table for my next trip to Istanbul. It got stuck in a country selector for the phone number… early days I guess.
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