Bottleneck Capital ✓

@Klaudnin3

L/S TMT Investor, tweets are not investment advice.

4 244Followers

7 501Following

673Posts total

135.6KViews on collected posts

Latest posts

Bottleneck Capital ✓@Klaudnin311 Sep

@Klaudnin3 This is why we invested in building our own post trained models at @depthfirstlabs. dfs-large is on the pareto frontier and we get almost all the margin. https://t.co/rAYBQ7kf1Q 594 views · 4 likes · 0 reposts · 0 replies Open on X →

Bottleneck Capital ✓@Klaudnin311 Sep

@Klaudnin3 Me when I use AI for dumb reasoning come on dawg this is terrible reasoning. All existing frontier labs are still partnering with existing cyber vendors vs going solo. 1.2K views · 3 likes · 0 reposts · 0 replies Open on X →

Bottleneck Capital ✓@Klaudnin310 Sep

@Klaudnin3 CrowdStrike and Palo Alto sell protection and resilience: blocking on the endpoint, enforcing policy on the network and identity layer, and containing damage when something gets through. A model that finds and reasons about exploits is not the same thing as the contro 5.6K views · 15 likes · 1 reposts · 2 replies Open on X →

Bottleneck Capital ✓@Klaudnin310 Sep

Nobody wants to hear the bear case on the two best-run companies in security, so here it is anyway. When GPT-6 Astra launched this month, OpenAI had an outside evaluator run it through FrontierCyber, a benchmark of real offensive security challenges. Astra solved 86 of 226. The 128.2K views · 190 likes · 9 reposts · 12 replies Open on X →

Against accounts of the same size

4 posts from the last 90 days, next to the under 10K follower range. below its peers on both reach and engagement.

Median views3 417this account4 175median for under 10K

Reach, %80.51%this account250.82%median for under 10K

Engagement, %0.28%this account1.41%median for under 10K

Metric	This account	Median for under 10K	Ratio
Median views per post	3 417	4 175	0.82×
Reach (views ÷ followers)	80.51%	2.5× audience	0.32×
Engagement rate	0.28%	1.41%	0.20×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

128.2K10 Sep

5.6K

1.2K11 Sep

594

Last 4 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.17%10 Sep

0.32%

0.24%11 Sep

0.67%

Reactions — likes, reposts, replies and quotes — divided by views. Median for under 10K accounts is 1.41%.

What the audience does

Likes45.0%212 in total

Reposts2.1%10 in total

Replies3.0%14 in total

Quotes1.3%6 in total

Bookmarks48.6%229 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.