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- Feeding Mayo (data) To The Tuna (machines)
Feeding Mayo (data) To The Tuna (machines)
Unique, Fresh, Raw Content as a Natural Resource in a Machine and AI World
Before I get started…yesterday it was 80 degrees and sunny in Phoenix so I planned a late afternoon Silverleaf round - a post tariff celebration - with some pals Glenn Gerston and Blake Nichols who both can really play the game. The best tip I got was on 18 when Blake pulled out a golf selfie tripod that I am ordering here on Amazon.
The 18th at Silverleaf is a tough hole with great sunset views…

My pre shot routine that leads to yet another shitty drive..I do look the part at least.

My ‘Blake’ muscle flex not working
Ok onward…
AI is such a wonderful magic trick. Every day I try new products and think of all the amazing ways I can apply them to my writing, my newsletter, investing, our startups and Stocktwits.
While not fully rolled out quite yet (a few weeks away) on Stocktwits let me show you and explain what to expect as we roll out AI on all our streams from ‘trending’ to ‘tickers’.
A few days ago we rolled out a simple but incredibly useful feature for any investor/trader which allows our users to track in real time when a company in their watchlist is ‘trending’ and is live or going live with earnings (they can tune directly into earnings calls from the app) - it turns ‘purple’.


Rolling out in a few weeks is the key next step which will use AI and in real time for trending - summarize the last 100-1,000 messages to provide a why it is trending and the ‘bullish’ and bearish’ summary etc. You will also get AI summary transcripts to quickly read while in app or on the web. All you will need to do is ‘hover’ or click’ on the tickers.
While some of this is going to be a commodity and table stakes for other financial sites and apps, what Stocktwits brings is real time ideas, opinions, explanations etc that no other financial site has or can structure or deliver.
With our new ‘Stocktwits Everywhere’ strategy we will start distributing this data in the coming months to hedge funds, data partners and publishing partners.
AI mixed with our community content equals unique raw material for a modern ‘sentiment’ newswire which we are already testing with large media partners (hit me up if you are interested or know others who should be).
Why is this all so very unique, game changing and cool?
When I stepped down at Stocktwits seven years ago, I had no idea how we could ever put the manpower together with content expertise to deliver everything above. Seven years later I stepped back in because with API’s and AI, it is not about the manpower, it is about vision, business execution and a tiny fraction of the human talent.
At Social Leverage we invested in a company called Pricing Culture that has been working on machines writing for machines and the intersection of content and machines.
Here is what the founder Bhargav and Ted Merz (30 plus year Bloomberg News and Product) put together for me on how interesting a time this is for companies working on these types of products and solutions:
Generative AI cannot write what hasn't been written.
This is a subtle but profound truth the tech industry is just fully coming to understand.
Ask a question of any large language model – from ChatGPT to Grok go Gemini – and you notice that LLMs cannot deliver reliable answers for topics that haven’t been covered.
Gen AI programs work well when you are researching big companies like Nvidia and famous people like Tim Cook but not at all for the obscure or unsung.
Since there is no way humans can keep up, the somewhat counterintuitive solution to this problem is to tap Gen AI to create a vast library of digital content.
Effectively, we need machines to write articles so other machines can read them.
We started Pricing Culture to help solve this issue. Our company has developed an expertise in leveraging AI models to turn numbers into narrative.
Let’s use an example to illustrate the opportunity. Perplexity, an AI search engine, is building a finance product. The biggest gap won’t be the speed or depth of the LLMs that they leverage, but the lack of news about companies.
In many cases, these are small or mid-sized companies that were never covered by reporters at Bloomberg or Reuters or the New York Times.
Pricing Culture is working on addressing that gap by writing news articles based on earlier corporate filings. It’s a way to backfill the historical corporate record with “news.”
Remember: Generative AI cannot write what hasn't been written.
The importance of specialized content was driven home by the recent announcement by DeepSeek, a Chinese LLM, when it said it had unveiled a high-performing open source large language model at a fraction of the cost of the version created by OpenAI.
The DeepSeek announcement signaled that model enhancements will continue to come fast and furious, each leap-frogging the previous one and driving down computing costs.
Developers and enterprises seeking to build moats around their applications will rely less on model performance and more on the quality, reliability and comprehensiveness of their content.
We encourage developers and. enterprises to reach out to find out more of how we can help.
On Twitter, Bucco Capital has the hot and in my opinion correct take that further drives home why I am excited about Stocktwits, why Elon is happier now that he owns Twitter, why Reddit, Spotify and Netflix are soaring (see my AI Six) and why companies that help protect this data like Cloudflare (we use it at Stocktwits) and cyber security stocks are also bursting higher:
What would you do if you had a natural resource that suddenly became extremely valuable?
You’d lock it down and either:
1) Price it appropriately
2) Use it as a competitive advantageAI didn’t break the model - it introduced a new one and re-priced the raw materials
— BuccoCapital Bloke (@buccocapital)
4:53 PM • Jan 26, 2025
There is much to be excited about for all stages of companies in a machine driven AI world.
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