Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Another startup acquired on acquire.com: Seamless For Science - 61 interested buyers - 2 competing offers - 37 day acquisition timeline - 89% profit margin - 3.3x profit multiple - 3x revenue multiple - bootstrapped SaaS We are just getting started!

16,431 görüntüleme • 1 yıl önce •via X (Twitter)

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

PROOF THAT AI IS A PONZI SCHEME (and why it's the reason for Bitcoin's crash): Nvidia just posted the most insane earnings in tech history. $31.9 billion in profit. $57 billion in revenue. 65% profit jump year-over-year. Stock rallied immediately. Then 18 hours later, it dropped 5%. And when people looked closer at the numbers, they found something absolutely wild... The Unpaid Bills Nobody Talked About: Nvidia's accounts receivable jumped to $33.4 billion. That's up 89% in one year. Translation: $33 billion worth of "sales" that haven't been paid yet. The average wait time for payment went from 46 days to 53 days. That extra week of waiting? $10.4 billion that may never turn into actual cash. They're booking revenue. But customers aren't paying. The Inventory That Shouldn't Exist: Unsold chip inventory surged 32% in three months to $19.8 billion. Meanwhile, Nvidia's CEO keeps saying demand is "insane" and they can't make chips fast enough. If demand is so crazy, why is inventory piling up? Either customers aren't buying with cash, or the demand story is bullshit. The Profit vs Cash Problem: Nvidia reported $19.3 billion in profit. But only generated $14.5 billion in actual cash flow. That's a $4.8 billion gap. Their profit-to-cash conversion is 75%. TSMC and AMD? Over 95%. When profit doesn't turn into cash, something's wrong. Here's Where It Gets Insane: The money is going in circles. And the same dollars are being counted as revenue multiple times. Follow this: - Nvidia gave xAI $2 billion - xAI borrowed $12.5 billion to buy Nvidia chips - Microsoft invested $13 billion in OpenAI - OpenAI committed $50 billion to Microsoft's cloud - Microsoft ordered $100 billion in Nvidia chips for that cloud - Oracle gave OpenAI $300 billion in cloud credits - OpenAI used those credits to order Nvidia chips for Oracle data centers The money goes in a circle. Nvidia → xAI → Nvidia Microsoft → OpenAI → Microsoft → Nvidia Oracle → OpenAI → Oracle → Nvidia Everyone books revenue. Nobody's actually paying cash. It's financial engineering disguised as growth. The Smart Money Already Left: Peter Thiel sold his Nvidia stake. SoftBank dumped massive positions. Michael Burry (the guy who called 2008) bought $1.1 billion in put options betting Nvidia crashes. They saw the numbers before everyone else did. And they got out. The Bitcoin Collapse: Bitcoin crashed almost 30% from $126,000 to $89,567. Why does this matter? AI startups use Bitcoin as collateral for loans. If Nvidia's crisis deepens, those startups get margin called. They're forced to sell Bitcoin to cover. Which crashes Bitcoin further. Which triggers more margin calls. Analysts think it could hit $52,000 if this unravels. The MIT Reality Check: OpenAI is valued at $157 billion. MIT released a study saying 95% of AI projects will never be profitable. Not "might struggle." NEVER be profitable. The entire sector is built on inflated expectations. What Happens Next: February 2026: Nvidia's Q4 report shows how many bills are 60+ days overdue. March 2026: Credit agencies start downgrading Nvidia and related companies. April 2026: First earnings restatements hit. The whole thing unwinds. Some experts are calling this a Ponzi scheme. No formal fraud investigation yet. But the structure is there: - Use new investor money to pay old investors - Inflate revenue with circular deals - Book sales before receiving cash - Keep the music playing until someone asks for their money Nvidia executives deny everything. Say it's real growth. Real demand. Real transformation. But the numbers don't lie. $10.4 billion in delayed payments. $19.8 billion in unsold inventory. $4.8 billion profit-to-cash gap. Circular funding loops inflating revenue. This is either the biggest tech transformation in history, or the biggest financial engineering scam since 2008. The next three months will tell us which one it is. What are you betting on?

Ricardo

212,902 görüntüleme • 7 ay önce

Nathan rolled up 11 tiny (<$1M EBITDA) HVAC companies, paying low 3x multiples. Now PE is interested in buying the group, and Nathan is already planning to do it all over again. “I see a lot of opportunity in taking these really small mom-and-pop shops and building them up to the lower end of what a PE firm would be interested in acquiring. You can pick them up at 3x, sell them at 10x and repeat that process over and over.” But this story almost ended before it began... After acquiring his first two companies with an SBA loan, Nathan watched revenue collapse, burned through his cash, nearly lost his father's retirement savings and came dangerously close to bankruptcy. The turning point was a complete rethink of incentives, compensation and how to build an acquisition platform that actually compounds. Give it a listen. I hope you appreciate Nathan Lindley extreme transparency on everything, even him sharing how he overcame daily stress through drinking and how, to this day, he is still paying down his SBA note of $8,500 a month… Year six of 10 years on that. It’s very hard out there. Timestamps: 0:00 Nathan's 11 acquisitions and $16M run-rate HVAC platform 0:25 From the first deal in 2020 to acquisition #11 1:24 From book publishing to buying HVAC businesses 3:55 Selling real estate to fund the first acquisition 4:33 Buying a one-technician HVAC company—and the costly assumptions that followed 7:58 Losing 40% of revenue almost immediately after closing 10:26 Acquisition #2 makes every problem much bigger 11:20 Running out of cash—twice 14:18 The decision to put everyone on commission 15:15 Every employee quits on the same day 16:21 The Indeed hire who changed the entire business 18:59 Fear, alcohol and nearly going bankrupt 23:13 One technician outperforms the rest of the company 25:52 Why Nathan waited a full year before doing acquisition #3 27:00 Acquisitions #3 and #4—and buying businesses the second time around 28:46 How his M&A due diligence completely changed 29:30 The "buying at-bats" framework for acquisitions 33:08 Why Lindley spends almost nothing on marketing 34:15 Turning acquired customer databases into new revenue 36:27 Hiring exceptional technicians and building repeatable systems 37:35 The company today: 50 employees across three markets 39:13 How Lindley integrates acquired businesses 42:38 Teaching acquired technicians to double their income 43:17 The acquisitions that didn't work—and why 46:47 Planning an exit and doing it all over again 49:04 Where to connect with Nathan

PrivateEquityGuy (Mikk Markus)

121,065 görüntüleme • 10 gün önce

I just jumped off Shopify’s Q2 2024 Earnings Call. Shopify had a great quarter and we continue to push the envelope of what’s possible in commerce. ICYMI, here are the highlights of Q2 2024 Shopify: 1️⃣​ We passed a major milestone: Shopify has officially processed 1 TRILLION dollars in cumulative GMV 2️⃣​ We delivered on the financials: - Gross Profit in Q2 was $1 billion dollars - up 25% YoY and grew faster than revenue which was $2 billion for the quarter - Our free cash flow margin more than doubled to 16% from 6% last year - This is our fourth consecutive quarter of double-digit free cash flow margin 3️⃣ Brands continue to flock to Shopify; Casper, Away luggage, Tonal, Vince Camuto, Ami Paris, Therabody, and legacy brands like QVC and Barnes and Noble all joined Shopify. ⚡​We aren’t just helping brands thrive online, but also offline in physical retail. Our offline business surpassed $100 billion in cumulative GMV. Brands like Mejuri and Evereve launched online and offline with Shopify, and Oak + Fort launched online and rolled out Shopify POS in over 40 locations. ⚡​B2B continues to grow. Shopify had its single largest GMV month ever for our B2B business and B2B grew more than 140% YoY. We had incredible operational discipline, and we nailed the execution of the plan we laid out. We are so well positioned to power commerce for years to come. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter🚀

Harley Finkelstein

161,958 görüntüleme • 1 yıl önce

Meta literally spent $72 BILLION building AI infrastructure that generates ZERO revenue. Then a Chinese company launches an AI agent in March, hits $125 million in revenue by December, and Zuck writes a $2 billion check in 10 days. But this isn't a strategic acquisition... It's panic. Here's what happened: Meta has been burning cash on AI for years. Building data centers. Hiring researchers. Training models. Claiming they're building "superintelligence." The problem: None of it makes money. Meta AI is free. Their models are open source. Their chatbots generate zero revenue. Meanwhile, investors are getting twitchy about the $72 billion infrastructure spending spree with no clear path to profitability. Enter Manus. A startup that launched 8 months ago. Founded in Beijing. Chinese founders. Moved to Singapore in June. March 2025: Manus launches with a viral demo video showing an AI agent that screens job candidates, plans vacations, analyzes stock portfolios. April 2025: Benchmark leads a $75M funding round at $500M valuation. US Senator John Cornyn immediately drags them for investing in a Chinese AI company, asking "who thought it was a good idea for American investors to subsidize our biggest adversary in AI?" December 2025: Manus announces $100M in annual recurring revenue. The fastest startup in HISTORY to hit that milestone. Revenue run rate: $125M. That's when Meta started negotiating. The deal closed in 10 days for ~$2 billion. Meta paid 4x the valuation from 8 months ago for a company that's ACTUALLY making money from AI. Here's why this matters: Manus hit $125M revenue in 8 months. Meta spent $72B on AI and has generated exactly $0 in AI-specific revenue. Zuck couldn't build profitability, so he bought it. But there's a problem. Manus has Chinese founders. Started in Beijing. Backed by Tencent and HongShan Capital (formerly Sequoia China). In the current geopolitical climate, that's radioactive. So Meta immediately issued a statement: "There will be no continuing Chinese ownership interests in Manus following the transaction, and Manus will discontinue its services and operations in China." Translation: We're buying your revenue and your team, cutting all Chinese ties, and pretending this was always an American company. This is geopolitical cleanup. The numbers tell the real story: Manus processed 147 trillion tokens in 8 months. Created 80 million virtual computers. Hit $100M ARR faster than any startup in history. Meta spent years and $72 billion trying to build this and failed. So they panic-bought the Chinese company that figured it out in 8 months. Meanwhile, this is Meta's third major AI acquisition THIS YEAR: June: Bought 49% of Scale AI for $14 billion to get CEO Alexandr Wang. Earlier this month: Acquired AI-wearables startup Limitless. Now: Manus for $2B. Meta's AI strategy is literally pay-to-win. Because after burning $72 billion, they still can't answer the one question investors keep asking: "When does AI make money?" Manus answered that question in 8 months. Meta couldn't answer it in 3 years. The craziest part: Manus charges $39-$199/month for subscriptions. That's it. No fancy enterprise deals. No complex pricing. Just a simple SaaS model that actually works. And it took a Chinese startup to figure out what Silicon Valley couldn't: people will pay for AI that actually does work instead of just answering questions. So Zuck wrote a $2 billion check, promised to cut all Chinese ownership, and is now claiming credit for "accelerating AI innovation." But everyone watching knows the truth... Meta spent $72B building infrastructure for a business they couldn't figure out how to monetize. Then they bought the company that cracked the code in 8 months. The AI race isn't about who builds the best models. It's about who builds a business that actually makes money. And right now, Meta just admitted they can't do it alone.

Ricardo

98,070 görüntüleme • 6 ay önce

things keeping me up at night about where AI is actually going: 1. "ambient businesses" are coming. basically, agents monitor the market, handle customers, execute decisions. you check in every few days. 7-8 figure businesses with almost no daily human input. we're early but it's happening. 2. you can now build a company in an hour. grab an idea, vibe code it, add stripe, get a customer. the old timeline was 12 months to first revenue. that's just gone. 3. the internet went app store era → API economy → agent economy. we're now in the part where agents hire other agents on the fly. fixed tech stacks are dissolving. nobody's built the glassdoor for AI agents yet. 4. vertical AI is replacing headcount. that's 10x the market that vertical SaaS ever touched. boring industries like insurance, construction, legal, elder care are the goldmine. 5. SaaS pricing is flipping from per seat to per result. someone is going to build a billion dollar business just by converting legacy SaaS companies to outcome based pricing 6. a whole graveyard of generic SaaS is coming. basic CRMs, analytics dashboards, template marketplaces, scheduling tools. agents just do it better. lots of incumbent saas that are generic and not reinventing themselves right now will struggle/reprice. 7. "human made" is becoming the new luxury. porsche already ran a 100% human made ad campaign. no AI is going to be a premium label like organic is for food. there's a real business in that certification. 8. IRL is having a renaissance. when everything is AI generated, being in a room with other humans becomes scarce. karaoke bars, escape rooms, live music, co-working. the experience economy is accelerating. 9. founder market fit is dead. founder agent fit is what matters now. can you direct a fleet of agents like a film director? that's the new unfair advantage. 10. ghost team org charts are coming. two real people, twelve agents with names, faces, personalities. your about page is going to look the same 11. 1000 true fans is now 100. agents cut your costs so much that 100 customers at $500/mo is a real solo business. micro monopolies across multiple niches. this is the playbook. 12. context window poisoning is the new phishing. cybersecurity hasn't caught up. agents have access to your files, email, bank accounts. bad things are going to happen. it's also a massive startup opportunity. 13. the window is open for maybe 12-24 months. then the moats get built like data, brand, trust, network 14. build cost is basically zero. audiences are underpriced. niches are wide open. idk about you but i'm not sleeping much so much opportunity this is the most asymmetric time to be building a startup. full episode on The Startup Ideas Podcast (SIP) 🧃 to get your creative juices flowing (latest episode get it where you listen/watch pods) no advertisers, just pure ideas to help you im rooting for you don't just bookmark share with a friend watch

GREG ISENBERG

148,638 görüntüleme • 3 ay önce

I've been digging into startup ideas that are obvious in hindsight but somehow still unbuilt And I've got a cash-flowing startup idea for you today... 84% of solo female travelers report feeling unsafe, yet every major travel platform still prioritizes thread counts and breakfast reviews over the basic question: "Can I walk back to my hotel at night?" Women are planning trips by scrolling Reddit threads from 2019, cross-referencing TikToks, and getting safety advice from male backpackers who've never experienced the same risks. It's insane that this is still the state of travel tech in 2025 and going into 2026. Solo female travel is exploding with 71% of solo travelers are now women, searches are up 131% YoY yet they're using tools built for a different era and different concerns. The solution: a map-based safety layer where verified female travelers rate neighborhoods on metrics that actually matter. Green zones for "walked alone at midnight, felt fine." Red zones for "multiple harassment reports." Real data on lighting, staff responsiveness, actual safety. Kinda like what Pieter Levels built with Hoodmaps but in a new category. Distribution is 400K+ member travel Facebook groups, and paying micro travel influencers to create content about it. Monetization is $30/month memberships + $500/month hotel safety certifications. The demand is screaming at you from every travel forum. Why I like the idea: - makes the world a better place - possible to vibe code - proven biz model - creators in the space open to sponsorship at reasonable prices - prob not a venture backable product but still opportunity for someone who is interested in cash flow - Probably gets acquired by Expedia or something down the road if you nail PMF. In today's episode of The Startup Ideas Podcast (SIP) 🧃 (are you following?) this startup idea broken down with... 1 trend im paying attention to 1 news item im paying attention 1 startup framework I love 1 AI product I'm interested in using hope it gets the creative juices flowing and is 100% free all i ask is you don't just bookmark this tweet, but you go out and build i want to see you win. this is the greatest time in history to be building. happy building.

GREG ISENBERG

71,068 görüntüleme • 8 ay önce

I build the "shovels." My corporate customers book $100M in revenue yearly. But today, I don't support corporations! I declare a War against them. I will bootstrap and build for bootstrapped founders. Over the next 10 years, I'll change the game by: 1. Making it easier to BUILD. I'm turning Unicorn Platform 🦄 platform into a business builder to build businesses, not just sites: -- jobboards -- launchpads -- directories -- anything else that's web and non SaaS. I plan to launch a SaaS nocode builder (marsx) to let founder fork complete SaaS apps in days to launch. Any of my SaaS projects can be forked this way, improved, repositioned and launched. I'll give NoCoders a superpower, so that they can focus on what's important: distribution and customer support. 2. Making it easier to GROW. I've launched bunch of tools already, that I use myself and thousands of others too - seobotai - AI blog that runs on autopilot and drives SEO traffic. - Listingbott - brings backlinks on autopilot and submit to all directories. - indexrusher - makes google index pages faster. - countvisits. com - helps to track traffic and analytics. - saasemailer. com - to send marketing and transactional emails. - Dev Hunt - get traffic to products aimed at developers. - I plan to launch a few media/news projects and many new launchpads. - and the list goes on. I plan to launch 20 more tools and 100 more directories. All with one aim: make it easier to win traffic for bootstrapped founders and indie makers. 3. Make it easier to Monetize. - RealAdsNetwork - an ad network that brings real traffic, costs less and pays out real money to websites who rent out their space. - I'll launch a marketplace to buy and sell startups. - there is a lot more coming. All to make it easier for maker to make their first dollar and pay the bills so that they can keep building cool products. 4. Make it easier to Run. - cofondr. com is aimed at helping solopreneurs as a virtual cofounder. - I've built multiple internal tools, AI agents and systems which help me operate my biz, from accounting to legal to operations. These will all be launched as products so that other founders can leverage them, too. 5. The future. The future I want to see - entire software world is dominated by bootstrapped founder. They are small, working in niches, with a huge passion and knowledge of the space. - corporations have lost the markets and only supply their legacy software to other legacy corporations. - the world is a better place, because everything is built and run with LOVE ♥️. Let's fu*king make this future a reality !!! - I've built multiple internal tools, AI agents, and systems that help me operate my biz, from accounting to legal to operations. John Rush.

John Rush

47,903 görüntüleme • 1 yıl önce

I asked ClawdBot to find every wallet on Polymarket younger than 60 days with profit above 1 million dollars. It came back with exactly 1 result. One wallet out of hundreds of thousands. I opened the profile and spent the next two hours trying to understand what I was looking at. I expected maybe 5 or 10 results. Tens of thousands of active wallets. Somebody must qualify. ClawdBot went quiet for a couple minutes. Result: 1. I reread the filters three times. Changed nothing. Ran it again. Same result: 1. Most wallets on Polymarket are in the red. The ones in profit usually sit at a few hundred or a few thousand dollars. Wallets above $100K in total profit are already rare. Above a million in under 60 days? This one. That is it. $1,613,408. In 57 days. Here is the profile if you want to check the numbers yourself: I started breaking it down week by week. $345,000 last week. Not his best week. Just a regular week. That is roughly $49,000 per day. Every day. Weekends included. $49,000 a day is $18 million annualized. That is a small hedge fund. I asked ClawdBot how many wallets on Polymarket have ever crossed a million in total profit. The answer was under 20. Most of them have been active for six months or longer. Some over a year. This one did it in 57 days. The average profitable wallet on Polymarket makes a few thousand over its entire lifetime. This one makes $345,000 in a week. At some point you stop calling this trading and start calling it something else. I went into the trade history. ClawdBot laid it all out on a timeline. He is not trading 50 markets at once. He picks a specific type and works only those. Few entries, but each one is not small. And here is the part I cannot figure out. Almost every entry happens between 2 and 4 AM EST. Not once or twice. Consistently. As if whatever signal he uses fires in the middle of the night when nobody is watching. I stared at the screen for two hours trying to see the logic. I think I am starting to see a pattern. But that is a separate breakdown. One query. One result. $1,613,408. After that I changed the parameters. Profit above $500K, age under 90 days. ClawdBot came back with 3 wallets. Breaking those down this week.

Blaze

94,606 görüntüleme • 5 ay önce