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Anthropic's CEO just admitted they could go broke despite doing $6 billion in a single month. Here's the insane math: They did $6B in February alone. That's more than Snowflake or Databricks make in an entire year. They've 10x'd revenue every year for 4 years straight: $0 → $100M... show more

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📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast

📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast

bg2clips

93,888 Aufrufe • vor 5 Monaten

Dario Amodei talks about how the AI labs are dealing with a “cone of uncertainty”. They are making data center and compute bets now that don’t come online for 2+ years. If they undershoot, competition takes share. If they overshoot, could go bankrupt. He says Anthropic’s enterprise focus reduces the uncertainty because the margins are much larger than in consumer market. Even if revenue slows (annual sales have gone from $100m to ~$10B in two years), Anthropic can better forecast its compute needs in enterprise market and margin cushions the blow from any overspend.

Dario Amodei talks about how the AI labs are dealing with a “cone of uncertainty”. They are making data center and compute bets now that don’t come online for 2+ years. If they undershoot, competition takes share. If they overshoot, could go bankrupt. He says Anthropic’s enterprise focus reduces the uncertainty because the margins are much larger than in consumer market. Even if revenue slows (annual sales have gone from $100m to ~$10B in two years), Anthropic can better forecast its compute needs in enterprise market and margin cushions the blow from any overspend.

Bearly AI

427,784 Aufrufe • vor 8 Monaten

Dario Amodei just explained why even he cannot buy his way to winning the AI race. He could theoretically purchase $5 trillion in compute over five years, a trillion dollars a year starting in 2027. But if his revenue comes in at even $800 billion instead of a trillion, there is no hedge on earth that saves him from bankruptcy. The math is brutal: if the growth rate is 5x a year instead of 10x, or if he is just one year off on timing, it is over. This is the AI race nobody talks about honestly. The capital requirements are so extreme that even the CEO of one of the most funded AI companies in the world cannot make the bet his own brain is tempted to make. The winners will not just be the smartest. They will be the ones who got the timing exactly right.

Dario Amodei just explained why even he cannot buy his way to winning the AI race. He could theoretically purchase $5 trillion in compute over five years, a trillion dollars a year starting in 2027. But if his revenue comes in at even $800 billion instead of a trillion, there is no hedge on earth that saves him from bankruptcy. The math is brutal: if the growth rate is 5x a year instead of 10x, or if he is just one year off on timing, it is over. This is the AI race nobody talks about honestly. The capital requirements are so extreme that even the CEO of one of the most funded AI companies in the world cannot make the bet his own brain is tempted to make. The winners will not just be the smartest. They will be the ones who got the timing exactly right.

Uncover AI

19,877 Aufrufe • vor 3 Monaten

The CEO of Anthropic just said we are 1 to 3 years away from AGI. On camera. With 90% confidence. Almost nobody watched it. INSTEAD OF ARGUING ABOUT AI TAKING JOBS. Spend 2 hours watching the CEO of Anthropic explain exactly when and how it happens. The AI compute arms race just got a reality check nobody expected. Dario Amodei, CEO of Anthropic just did the math out loud: → Revenue growing 10x per year means $100B by end of 2026 and $1T by end of 2027 → At that trajectory you could theoretically buy $5T in compute over 5 years → But if revenue comes in at even $800B instead of $1T, bankruptcy. No exceptions → And if growth slows from 10x to just 5x per year, the entire model collapses by one year This is the most honest thing anyone in AI has said publicly in years. The companies building AI infrastructure are making trillion-dollar bets on growth curves that have never existed before in history. One year off. One multiplier wrong. The whole thing unravels. The AI compute boom is real. The risk underneath it is equally real. The question is not whether AI is the future. It is whether anyone can survive long enough to get there

The CEO of Anthropic just said we are 1 to 3 years away from AGI. On camera. With 90% confidence. Almost nobody watched it. INSTEAD OF ARGUING ABOUT AI TAKING JOBS. Spend 2 hours watching the CEO of Anthropic explain exactly when and how it happens. The AI compute arms race just got a reality check nobody expected. Dario Amodei, CEO of Anthropic just did the math out loud: → Revenue growing 10x per year means $100B by end of 2026 and $1T by end of 2027 → At that trajectory you could theoretically buy $5T in compute over 5 years → But if revenue comes in at even $800B instead of $1T, bankruptcy. No exceptions → And if growth slows from 10x to just 5x per year, the entire model collapses by one year This is the most honest thing anyone in AI has said publicly in years. The companies building AI infrastructure are making trillion-dollar bets on growth curves that have never existed before in history. One year off. One multiplier wrong. The whole thing unravels. The AI compute boom is real. The risk underneath it is equally real. The question is not whether AI is the future. It is whether anyone can survive long enough to get there

Dami-Defi

16,080 Aufrufe • vor 3 Monaten

Brad Gerstner: Anthropic could *ADD* $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”

Brad Gerstner: Anthropic could ADD $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”

The All-In Podcast

218,627 Aufrufe • vor 1 Monat

David Sacks says he's heard from Anthropic employees who thought they could 10x ARR in one year to $600 billion from when they were at $60 billion, now currently sitting at $80 billion and not slowing down. "I have heard from other people at the company -- I heard that when they were at about $60 billion of ARR, that they thought they could get to $600 billion in one year." "Meaning they thought they were on that 10x ramp from the middle of this year." "Now they're at over $80 [billion] and it doesn't seem to be slowing down." "So the big question is how fast can they grow next year -- does it go all the way from $100 or $120 [billion] to a trillion dollars?" "Look, if they merely got to $400 to $500 billion, that would make them the biggest software company." Baker: "If they get to $200 billion, that's an amazing outcome."

David Sacks says he's heard from Anthropic employees who thought they could 10x ARR in one year to $600 billion from when they were at $60 billion, now currently sitting at $80 billion and not slowing down. "I have heard from other people at the company -- I heard that when they were at about $60 billion of ARR, that they thought they could get to $600 billion in one year." "Meaning they thought they were on that 10x ramp from the middle of this year." "Now they're at over $80 [billion] and it doesn't seem to be slowing down." "So the big question is how fast can they grow next year -- does it go all the way from $100 or $120 [billion] to a trillion dollars?" "Look, if they merely got to $400 to $500 billion, that would make them the biggest software company." Baker: "If they get to $200 billion, that's an amazing outcome."

Fireside Alpha

389,147 Aufrufe • vor 15 Tagen

OpenAI entered 2026 with the most insane revenue targets in corporate history. $30 billion in sales. Up from $13 billion in 2025. While LOSING $14 billion doing it. Let's understand this: OpenAI needed to convert from nonprofit to for-profit by December 31st, 2025 to unlock their $40 billion SoftBank funding. Miss that deadline? The round drops to $20 billion. And they made it. But here's the thing: The nonprofit STILL controls everything. They spent an entire year fighting to become for-profit, got sued by Elon Musk, pissed off California's attorney general, lost key employees over it. Then ended up basically right where they started. Except now the nonprofit has a $130 billion stake and Microsoft got $135 billion for 27% ownership. So OpenAI burned a year of political capital to give away $265 billion in equity while keeping the same power structure that almost destroyed them in 2023. The revenue math is absolutely deranged: To hit $30 billion in 2026, they need to more than double revenue in 12 months. No company in history has done this from a $13 billion base. Not even Nvidia. Not even ByteDance. OpenAI wants to go from $10B to $100B in 3 years. And the losses are worse: $14 billion in losses in 2026. Triple their 2025 burn. They've committed to: - $250 billion to Microsoft Azure - $38 billion to Amazon AWS - $1+ trillion in chip deals with Nvidia, AMD, and Broadcom They won't be profitable until 2029. Maybe. But here's the part that makes this whole thing insane... They're not just competing anymore. Anthropic: Fully for-profit. On track for $15 billion revenue in 2026. AI insiders surveyed in December said they'd invest in Anthropic over OpenAI. Meta's pouring billions into Llama. Chinese models eating market share. And OpenAI still has to answer to a nonprofit board that can shut down AGI research whenever they decide it's not "benefiting humanity." The same board that fired Sam Altman in November 2023. The investors know this. That's why the $40B was contingent on conversion. When OpenAI reversed course and kept nonprofit control, they had to give the nonprofit a $130B stake. Basically: "You can keep control, but you better make us whole." What happens if they miss targets? The Azure commitment becomes a liability. The AWS deal gets renegotiated. The nonprofit board starts asking why they're burning billions while people die of preventable diseases. Investors start wondering if that $300B valuation was justified. OpenAI is betting they can: 1. More than double revenue annually for 3 years straight 2. Burn $44 billion doing it 3. Keep a nonprofit board happy 4. Fend off Anthropic, Meta, and Chinese competitors 5. Avoid another Sam Altman situation 6. Actually build AGI 7. Convince everyone it was worth it Nobody in history has pulled this off. We're 1 day into 2026. By December 31st, we'll know if OpenAI is the most ambitious company ever built or the biggest AI bubble in history. What are you betting on?

OpenAI entered 2026 with the most insane revenue targets in corporate history. $30 billion in sales. Up from $13 billion in 2025. While LOSING $14 billion doing it. Let's understand this: OpenAI needed to convert from nonprofit to for-profit by December 31st, 2025 to unlock their $40 billion SoftBank funding. Miss that deadline? The round drops to $20 billion. And they made it. But here's the thing: The nonprofit STILL controls everything. They spent an entire year fighting to become for-profit, got sued by Elon Musk, pissed off California's attorney general, lost key employees over it. Then ended up basically right where they started. Except now the nonprofit has a $130 billion stake and Microsoft got $135 billion for 27% ownership. So OpenAI burned a year of political capital to give away $265 billion in equity while keeping the same power structure that almost destroyed them in 2023. The revenue math is absolutely deranged: To hit $30 billion in 2026, they need to more than double revenue in 12 months. No company in history has done this from a $13 billion base. Not even Nvidia. Not even ByteDance. OpenAI wants to go from $10B to $100B in 3 years. And the losses are worse: $14 billion in losses in 2026. Triple their 2025 burn. They've committed to: - $250 billion to Microsoft Azure - $38 billion to Amazon AWS - $1+ trillion in chip deals with Nvidia, AMD, and Broadcom They won't be profitable until 2029. Maybe. But here's the part that makes this whole thing insane... They're not just competing anymore. Anthropic: Fully for-profit. On track for $15 billion revenue in 2026. AI insiders surveyed in December said they'd invest in Anthropic over OpenAI. Meta's pouring billions into Llama. Chinese models eating market share. And OpenAI still has to answer to a nonprofit board that can shut down AGI research whenever they decide it's not "benefiting humanity." The same board that fired Sam Altman in November 2023. The investors know this. That's why the $40B was contingent on conversion. When OpenAI reversed course and kept nonprofit control, they had to give the nonprofit a $130B stake. Basically: "You can keep control, but you better make us whole." What happens if they miss targets? The Azure commitment becomes a liability. The AWS deal gets renegotiated. The nonprofit board starts asking why they're burning billions while people die of preventable diseases. Investors start wondering if that $300B valuation was justified. OpenAI is betting they can: 1. More than double revenue annually for 3 years straight 2. Burn $44 billion doing it 3. Keep a nonprofit board happy 4. Fend off Anthropic, Meta, and Chinese competitors 5. Avoid another Sam Altman situation 6. Actually build AGI 7. Convince everyone it was worth it Nobody in history has pulled this off. We're 1 day into 2026. By December 31st, we'll know if OpenAI is the most ambitious company ever built or the biggest AI bubble in history. What are you betting on?

Ricardo

97,607 Aufrufe • vor 7 Monaten

🚨A 25 YEAR OLD BUILT THE FASTEST GROWING SOFTWARE COMPANY IN HISTORY.. WITH ZERO MARKETING SPEND.. AND SPACEX JUST OFFERED $60 BILLION TO BUY IT.. His name is Michael Truell.. He started coding at 11.. Interned at Google at 18.. Dropped out of MIT to start a company that built AI tools for mechanical engineering.. That company failed.. So he pivoted.. And built Cursor.. An AI-powered code editor that writes software for you.. Here's how fast it grew.. $100 million in annual revenue in 12 months.. Fastest in SaaS history.. Broke every record ever set by Slack, Zoom, and Wiz.. $500 million by month 21.. $1 billion by November 2025.. $2 billion by February 2026.. Projected to hit $6 billion by end of year.. Zero marketing spend.. Not a single dollar.. Pure word of mouth from developers who couldn't stop talking about it.. Over 1 billion lines of code accepted per day.. Used by 70% of Fortune 1000 companies.. Every single one of Nvidia's 40,000 engineers uses it.. Coinbase hit 100% adoption among their developers.. And he did this with a team of four MIT co-founders.. One of them was a three-time International Math Olympiad competitor from Pakistan.. Another was a college squash captain with zero startup experience who built the entire product strategy.. They spent zero on sales.. Zero on ads.. Zero on growth hacking.. The product sold itself.. But here's where the story takes a turn nobody expected.. Even at $50 billion valuation.. Even generating billions in revenue.. They hit a wall.. Not a market wall.. A physics wall.. They couldn't get enough GPUs to train their next AI model.. The physical chips didn't exist in sufficient quantities for them to buy.. Money couldn't solve the problem.. Enter Elon Musk.. On April 21.. SpaceX announced a deal to potentially acquire Cursor for $60 billion.. The largest acquisition option in tech history.. The structure is insane.. SpaceX gives Cursor immediate access to Colossus.. xAI's supercomputer equivalent to one million Nvidia H100 GPUs.. For nine months of joint development.. At the end.. SpaceX can buy the company for $60 billion.. If they don't buy it.. They owe Cursor a $10 billion breakup fee.. The largest breakup fee in corporate history.. Think about what that means for Cursor.. Either they get acquired for $60 billion.. Or they walk away with $10 billion in cash and nine months of free training on the most powerful supercomputer on earth.. There is no losing scenario.. And here's why Musk wants it.. SpaceX is preparing for an IPO at $1.75 trillion.. The biggest IPO ever.. But aerospace alone can't justify that number.. By merging xAI into SpaceX.. And now acquiring Cursor.. Musk transforms SpaceX from a rocket company into an AI empire that owns the compute, the models, and the developer tools.. Cursor is the missing piece.. The application layer that puts xAI's models into the daily workflow of every Fortune 500 engineering team.. Oh and one more thing.. In 2022.. FTX's trading firm Alameda Research made a seed investment in Cursor.. During the FTX bankruptcy.. Liquidators sold that stake for $200,000.. That stake is now worth approximately $3 billion.. Sam Bankman-Fried called it the worst liquidation decision in venture capital history.. From a prison cell.. A failed mechanical engineering startup.. Pivoted by four kids from MIT.. Zero marketing.. Zero sales team.. Built the fastest growing software company in history.. And now SpaceX is writing a $60 billion check for it.. This is the most insane founder story in Silicon Valley history.. And most people haven't even heard of Michael Truell.

🚨A 25 YEAR OLD BUILT THE FASTEST GROWING SOFTWARE COMPANY IN HISTORY.. WITH ZERO MARKETING SPEND.. AND SPACEX JUST OFFERED $60 BILLION TO BUY IT.. His name is Michael Truell.. He started coding at 11.. Interned at Google at 18.. Dropped out of MIT to start a company that built AI tools for mechanical engineering.. That company failed.. So he pivoted.. And built Cursor.. An AI-powered code editor that writes software for you.. Here's how fast it grew.. $100 million in annual revenue in 12 months.. Fastest in SaaS history.. Broke every record ever set by Slack, Zoom, and Wiz.. $500 million by month 21.. $1 billion by November 2025.. $2 billion by February 2026.. Projected to hit $6 billion by end of year.. Zero marketing spend.. Not a single dollar.. Pure word of mouth from developers who couldn't stop talking about it.. Over 1 billion lines of code accepted per day.. Used by 70% of Fortune 1000 companies.. Every single one of Nvidia's 40,000 engineers uses it.. Coinbase hit 100% adoption among their developers.. And he did this with a team of four MIT co-founders.. One of them was a three-time International Math Olympiad competitor from Pakistan.. Another was a college squash captain with zero startup experience who built the entire product strategy.. They spent zero on sales.. Zero on ads.. Zero on growth hacking.. The product sold itself.. But here's where the story takes a turn nobody expected.. Even at $50 billion valuation.. Even generating billions in revenue.. They hit a wall.. Not a market wall.. A physics wall.. They couldn't get enough GPUs to train their next AI model.. The physical chips didn't exist in sufficient quantities for them to buy.. Money couldn't solve the problem.. Enter Elon Musk.. On April 21.. SpaceX announced a deal to potentially acquire Cursor for $60 billion.. The largest acquisition option in tech history.. The structure is insane.. SpaceX gives Cursor immediate access to Colossus.. xAI's supercomputer equivalent to one million Nvidia H100 GPUs.. For nine months of joint development.. At the end.. SpaceX can buy the company for $60 billion.. If they don't buy it.. They owe Cursor a $10 billion breakup fee.. The largest breakup fee in corporate history.. Think about what that means for Cursor.. Either they get acquired for $60 billion.. Or they walk away with $10 billion in cash and nine months of free training on the most powerful supercomputer on earth.. There is no losing scenario.. And here's why Musk wants it.. SpaceX is preparing for an IPO at $1.75 trillion.. The biggest IPO ever.. But aerospace alone can't justify that number.. By merging xAI into SpaceX.. And now acquiring Cursor.. Musk transforms SpaceX from a rocket company into an AI empire that owns the compute, the models, and the developer tools.. Cursor is the missing piece.. The application layer that puts xAI's models into the daily workflow of every Fortune 500 engineering team.. Oh and one more thing.. In 2022.. FTX's trading firm Alameda Research made a seed investment in Cursor.. During the FTX bankruptcy.. Liquidators sold that stake for $200,000.. That stake is now worth approximately $3 billion.. Sam Bankman-Fried called it the worst liquidation decision in venture capital history.. From a prison cell.. A failed mechanical engineering startup.. Pivoted by four kids from MIT.. Zero marketing.. Zero sales team.. Built the fastest growing software company in history.. And now SpaceX is writing a $60 billion check for it.. This is the most insane founder story in Silicon Valley history.. And most people haven't even heard of Michael Truell.

Evan Luthra

989,346 Aufrufe • vor 4 Monaten

Anthropic's CEO just leaked the most INSANE revenue numbers in AI history. And what he said about the next 12 months will change how you think about every business decision you're making right now. Dario Amodei told Dwarkesh Patel on the interview that Anthropic went from: - 2023: $0 to $100M - 2024: $100M to $1B - 2025: $1B to $9-10B That's 10x revenue growth. Every. Single. Year. "In January alone, we added another few billion to revenue." One month. A few billion dollars. Think about what that means. Most companies would kill for $1B in annual revenue. Anthropic added multiple billions in 30 days. But Dario said something even more interesting: "We are near the end of the exponential." Not the end of AI progress. The end of people understanding how close we actually are. His exact words: "It is absolutely wild that you have people talking about the same tired political issues, when we are near the end of the exponential." What does "end of the exponential" mean? In 1-3 years, we get what he calls a "country of geniuses in a data center." AI systems that can: - Do end-to-end software engineering - Navigate any computer interface - Learn new skills like humans do - Replace entire categories of knowledge work And here's the contradiction: If Anthropic really believed this was 1-3 years away, why aren't they buying $1 trillion in compute? Dario's answer exposes the real game: "If you're off by only a year in your prediction, you go bankrupt." So even the CEO who's most bullish on AI timelines is hedging. He's buying hundreds of billions in compute. Not trillions. Because the gap between "AI can do the job" and "companies actually pay for it" is massive. He calls it "economic diffusion." I call it the gap that's going to make some people very rich and destroy everyone who ignores it. The models are already better than people think. Claude Code writes 90% of code at Anthropic right now. But Dario says there's a huge difference between: - 90% of code written by AI - 100% of code written by AI - 90% of end-to-end SWE tasks done by AI - 100% of end-to-end SWE tasks done by AI We're moving through that spectrum "very quickly." His prediction: FULL end-to-end software engineering in 1-2 years. But here's what's scary: The technology is advancing faster than anyone outside the AI labs understands. And the revenue is following faster than any technology in history. But it's still not instant. Dario expects 10-20% annual GDP growth. Not 300%. Which means we're in this weird middle zone: Fast enough to destroy unprepared businesses. Slow enough that most people are ignoring it. Dario's big takeaway: If you're running a business right now, you have maybe 12-18 months to figure out how AI changes your model. Not to "add AI features." To fundamentally rethink what you're selling and who can do the work. Because the companies that get this right will 10x. And the ones that don't will be explaining to investors why revenue is flat while everyone else is printing money. The exponential is ending. But most people literally still don't even know it started.

Anthropic's CEO just leaked the most INSANE revenue numbers in AI history. And what he said about the next 12 months will change how you think about every business decision you're making right now. Dario Amodei told Dwarkesh Patel on the interview that Anthropic went from: - 2023: $0 to $100M - 2024: $100M to $1B - 2025: $1B to $9-10B That's 10x revenue growth. Every. Single. Year. "In January alone, we added another few billion to revenue." One month. A few billion dollars. Think about what that means. Most companies would kill for $1B in annual revenue. Anthropic added multiple billions in 30 days. But Dario said something even more interesting: "We are near the end of the exponential." Not the end of AI progress. The end of people understanding how close we actually are. His exact words: "It is absolutely wild that you have people talking about the same tired political issues, when we are near the end of the exponential." What does "end of the exponential" mean? In 1-3 years, we get what he calls a "country of geniuses in a data center." AI systems that can: - Do end-to-end software engineering - Navigate any computer interface - Learn new skills like humans do - Replace entire categories of knowledge work And here's the contradiction: If Anthropic really believed this was 1-3 years away, why aren't they buying $1 trillion in compute? Dario's answer exposes the real game: "If you're off by only a year in your prediction, you go bankrupt." So even the CEO who's most bullish on AI timelines is hedging. He's buying hundreds of billions in compute. Not trillions. Because the gap between "AI can do the job" and "companies actually pay for it" is massive. He calls it "economic diffusion." I call it the gap that's going to make some people very rich and destroy everyone who ignores it. The models are already better than people think. Claude Code writes 90% of code at Anthropic right now. But Dario says there's a huge difference between: - 90% of code written by AI - 100% of code written by AI - 90% of end-to-end SWE tasks done by AI - 100% of end-to-end SWE tasks done by AI We're moving through that spectrum "very quickly." His prediction: FULL end-to-end software engineering in 1-2 years. But here's what's scary: The technology is advancing faster than anyone outside the AI labs understands. And the revenue is following faster than any technology in history. But it's still not instant. Dario expects 10-20% annual GDP growth. Not 300%. Which means we're in this weird middle zone: Fast enough to destroy unprepared businesses. Slow enough that most people are ignoring it. Dario's big takeaway: If you're running a business right now, you have maybe 12-18 months to figure out how AI changes your model. Not to "add AI features." To fundamentally rethink what you're selling and who can do the work. Because the companies that get this right will 10x. And the ones that don't will be explaining to investors why revenue is flat while everyone else is printing money. The exponential is ending. But most people literally still don't even know it started.

Ricardo

62,059 Aufrufe • vor 6 Monaten

David Sacks just said what every honest analyst in Silicon Valley is already thinking (Save this). Nobody has ever seen anything like this. Anthropic has grown at 10x per year for three straight years and going into 2026, the conventional wisdom was that the rate of growth had to slow at this level of scale but then the numbers came in. Q1 alone is $10B ARR to $30B, in April, $30B to $44B and that's $96 million in new ARR added every single day. Inference margins are now above 70%, up from 38% last year and the only thing holding them back was compute. That's solved now, the SpaceX deal and others Anthropic has been quietly signing unlocks the supply side. This is exactly why we are bullish on Nebius and AMD. When a single company is adding nearly $100M in ARR per day, the real trade isn't the frontier lab but rather the infrastructure underneath it. Nebius, one of the fastest-growing neoclouds on the planet posted 547% YoY revenue growth in Q4 2025, exited the year with $1.25B ARR, and is guiding for $7–9B ARR by year-end 2026. Their revenue backlog has reached $46B, with projections of $16B in revenue by 2028 and NVIDIA locked in a $2 billion stock buy agreement with them giving Nebius early access to cutting-edge chips while every other cloud scrambles for supply. AMD is the other side of the same coin. Data center revenue hit $5.78B in Q1, up 57% year-over-year with total company revenue at $10.25B, up 38%. Meta has committed to deploying up to 6 gigawatts of AMD Instinct GPUs. Data center GPU revenue is forecast to surge 114% year over year to $15B in 2026. MI400-series chips hit the market in H2 and analysts project segment operating margins climbing to 31% as the next generation ramps. The model is simple, Anthropic is printing revenue and that that revenue pays for compute. That compute flows through companies like Nebius and AMD. This is why Milk Road PRO remains bullish on them and our positions are up massively. Our analysts have broken down the full thesis, the allocations, and the price targets. Go PRO at Milk Road to see everything, link below!

David Sacks just said what every honest analyst in Silicon Valley is already thinking (Save this). Nobody has ever seen anything like this. Anthropic has grown at 10x per year for three straight years and going into 2026, the conventional wisdom was that the rate of growth had to slow at this level of scale but then the numbers came in. Q1 alone is $10B ARR to $30B, in April, $30B to $44B and that's $96 million in new ARR added every single day. Inference margins are now above 70%, up from 38% last year and the only thing holding them back was compute. That's solved now, the SpaceX deal and others Anthropic has been quietly signing unlocks the supply side. This is exactly why we are bullish on Nebius and AMD. When a single company is adding nearly $100M in ARR per day, the real trade isn't the frontier lab but rather the infrastructure underneath it. Nebius, one of the fastest-growing neoclouds on the planet posted 547% YoY revenue growth in Q4 2025, exited the year with $1.25B ARR, and is guiding for $7–9B ARR by year-end 2026. Their revenue backlog has reached $46B, with projections of $16B in revenue by 2028 and NVIDIA locked in a $2 billion stock buy agreement with them giving Nebius early access to cutting-edge chips while every other cloud scrambles for supply. AMD is the other side of the same coin. Data center revenue hit $5.78B in Q1, up 57% year-over-year with total company revenue at $10.25B, up 38%. Meta has committed to deploying up to 6 gigawatts of AMD Instinct GPUs. Data center GPU revenue is forecast to surge 114% year over year to $15B in 2026. MI400-series chips hit the market in H2 and analysts project segment operating margins climbing to 31% as the next generation ramps. The model is simple, Anthropic is printing revenue and that that revenue pays for compute. That compute flows through companies like Nebius and AMD. This is why Milk Road PRO remains bullish on them and our positions are up massively. Our analysts have broken down the full thesis, the allocations, and the price targets. Go PRO at Milk Road to see everything, link below!

Milk Road AI

184,643 Aufrufe • vor 3 Monaten

SPACEX COULD BRING IN $300-400 BILLION IN REVENUE PER YEAR BY 2030 SAYS ARK INVEST Here's the math that gets Brett Winton there: Starlink currently has ~500 terabits per second of bandwidth in space. One Starship rocket filled with satellites adds 60 terabits per second. 10 launches roughly doubles their bandwidth. 10 launches doubles their revenue. SpaceX has done 150-160 Falcon 9 launches. Falcon 9 isn't even fully reusable. If they run Starship at that same cadence for 2 years, the model gets to nearly $200 billion in Starlink revenue alone. At a 10x revenue multiple, that's a $2 trillion valuation.

SPACEX COULD BRING IN $300-400 BILLION IN REVENUE PER YEAR BY 2030 SAYS ARK INVEST Here's the math that gets Brett Winton there: Starlink currently has ~500 terabits per second of bandwidth in space. One Starship rocket filled with satellites adds 60 terabits per second. 10 launches roughly doubles their bandwidth. 10 launches doubles their revenue. SpaceX has done 150-160 Falcon 9 launches. Falcon 9 isn't even fully reusable. If they run Starship at that same cadence for 2 years, the model gets to nearly $200 billion in Starlink revenue alone. At a 10x revenue multiple, that's a $2 trillion valuation.

WOLF

37,674 Aufrufe • vor 2 Monaten

Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race, explaining that if growth continues at 10x a year, a company could be looking at a $1 trillion revenue run rate by the end of 2027. He notes that to support this, a firm might buy $5 trillion worth of compute. However, he highlights a "ruinous" dilemma: if that revenue is even slightly lower than projected. specifically if it comes in at $800 billion instead of $1 trillion the company would collapse. He explains that if you are off by just a year or if the growth rate drops to 5x, "there's no force on earth, there's no hedge on earth, that could stop me from going bankrupt" after committing to that level of spend. Because of this, Amodei argues that "behaving responsibly" means not just "yoloing" hundreds of billions of dollars. He suggests that some competitors may not have "written down the spreadsheet" and don't fully grasp the existential risks they are taking with these massive, unhedged bets on infrastructure.

Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race, explaining that if growth continues at 10x a year, a company could be looking at a $1 trillion revenue run rate by the end of 2027. He notes that to support this, a firm might buy $5 trillion worth of compute. However, he highlights a "ruinous" dilemma: if that revenue is even slightly lower than projected. specifically if it comes in at $800 billion instead of $1 trillion the company would collapse. He explains that if you are off by just a year or if the growth rate drops to 5x, "there's no force on earth, there's no hedge on earth, that could stop me from going bankrupt" after committing to that level of spend. Because of this, Amodei argues that "behaving responsibly" means not just "yoloing" hundreds of billions of dollars. He suggests that some competitors may not have "written down the spreadsheet" and don't fully grasp the existential risks they are taking with these massive, unhedged bets on infrastructure.

Chris

1,049,043 Aufrufe • vor 6 Monaten

Sam Altman just dropped the most insane business flex in tech history. OpenAI doing $13 BILLION in revenue this year. Projecting $100 BILLION by 2027. That's a 7.7X in revenue in 2 years. But they also just committed $1.4 TRILLION to infrastructure over 8 years. When a reporter asked "how the fuck are you paying for that?" Sam literally said: "We're doing WELL MORE revenue than reported. If you don't like it, I'll find someone to buy your shares." Then Satya Nadella (Microsoft CEO) just laughed. This is the most aggressive "fuck around and find out" energy I've ever seen from a CEO. OpenAI is literally spending 107X their current revenue on infrastructure. That's not a typo. ONE HUNDRED AND SEVEN TIMES Most cloud companies spend 15-30% of revenue on infrastructure. OpenAI? 10,700%. This is either: The biggest bet in tech history. OR The setup for the most catastrophic collapse since Theranos. And Sam's basically daring short-sellers to try him. "I would LOVE to see them get burned on that." Meanwhile they're losing $12 BILLION per quarter. Microsoft's latest earnings showed a $4 billion charge that implies OpenAI burned through $12B last quarter alone. But Sam doesn't care. He's doubling down. $300 billion deal with Oracle. $100 billion with Nvidia. Tens of billions more with AMD, Broadcom, and AWS. All while the company isn't even profitable. When the podcast host asked if OpenAI could hit $100 billion by 2028 or 2029... Sam cut him off and said: "How about '27?" This man is either: A) The next Elon Musk building the future. B) About to pull off the biggest financial implosion in tech history. There's literally no middle ground here. Either OpenAI becomes a trillion-dollar company. Or it goes down as the most expensive failure ever. And Sam's basically telling everyone who doubts him to short the stock so he can watch them burn...

Sam Altman just dropped the most insane business flex in tech history. OpenAI doing $13 BILLION in revenue this year. Projecting $100 BILLION by 2027. That's a 7.7X in revenue in 2 years. But they also just committed $1.4 TRILLION to infrastructure over 8 years. When a reporter asked "how the fuck are you paying for that?" Sam literally said: "We're doing WELL MORE revenue than reported. If you don't like it, I'll find someone to buy your shares." Then Satya Nadella (Microsoft CEO) just laughed. This is the most aggressive "fuck around and find out" energy I've ever seen from a CEO. OpenAI is literally spending 107X their current revenue on infrastructure. That's not a typo. ONE HUNDRED AND SEVEN TIMES Most cloud companies spend 15-30% of revenue on infrastructure. OpenAI? 10,700%. This is either: The biggest bet in tech history. OR The setup for the most catastrophic collapse since Theranos. And Sam's basically daring short-sellers to try him. "I would LOVE to see them get burned on that." Meanwhile they're losing $12 BILLION per quarter. Microsoft's latest earnings showed a $4 billion charge that implies OpenAI burned through $12B last quarter alone. But Sam doesn't care. He's doubling down. $300 billion deal with Oracle. $100 billion with Nvidia. Tens of billions more with AMD, Broadcom, and AWS. All while the company isn't even profitable. When the podcast host asked if OpenAI could hit $100 billion by 2028 or 2029... Sam cut him off and said: "How about '27?" This man is either: A) The next Elon Musk building the future. B) About to pull off the biggest financial implosion in tech history. There's literally no middle ground here. Either OpenAI becomes a trillion-dollar company. Or it goes down as the most expensive failure ever. And Sam's basically telling everyone who doubts him to short the stock so he can watch them burn...

Ricardo

430,018 Aufrufe • vor 9 Monaten

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.

Evan Luthra

101,861 Aufrufe • vor 5 Monaten

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Ricardo

181,554 Aufrufe • vor 5 Monaten

To me the CDL Season MVP is obvious; it has to be Scrap. On top of the team accolades so far this year, just this single stat alone is all that needs to be said: 130 SND FIRST BLOODS. 130. As a main AR! More than Shotzzy, Kremp, Hydra, aBeZy, 04, everyone. The most in the league. That is an insane statistic. Dashy is obviously great but he has players on his team who are in more positions to make plays due to how they set up as a team. The only real opportunities he has to peacock is in SND. If Simp didn't drop off the last month or two he'd be it for me

To me the CDL Season MVP is obvious; it has to be Scrap. On top of the team accolades so far this year, just this single stat alone is all that needs to be said: 130 SND FIRST BLOODS. 130. As a main AR! More than Shotzzy, Kremp, Hydra, aBeZy, 04, everyone. The most in the league. That is an insane statistic. Dashy is obviously great but he has players on his team who are in more positions to make plays due to how they set up as a team. The only real opportunities he has to peacock is in SND. If Simp didn't drop off the last month or two he'd be it for me

BoRi7o

18,977 Aufrufe • vor 1 Monat

"SpaceX is the only vertically integrated AI company, from soup to nuts. They have absolutely everything. Cursor is one of the most important pieces of AI right now, which is agentic AI for coding, so they can code better and faster than anyone out there, and their growth has gone viral. They've gone from a billion in revenues at the beginning of this year, they expected to exit at 6 billion. So, it's very important to growth. The Starship is the first totally reusable rocket, and it can take weights that are like 10 times heavier than anything they've taken before. So that's going to enable the new communication satellites, and it'll also enable data centers in space over time."

"SpaceX is the only vertically integrated AI company, from soup to nuts. They have absolutely everything. Cursor is one of the most important pieces of AI right now, which is agentic AI for coding, so they can code better and faster than anyone out there, and their growth has gone viral. They've gone from a billion in revenues at the beginning of this year, they expected to exit at 6 billion. So, it's very important to growth. The Starship is the first totally reusable rocket, and it can take weights that are like 10 times heavier than anything they've taken before. So that's going to enable the new communication satellites, and it'll also enable data centers in space over time."

DogeDesigner

94,915 Aufrufe • vor 2 Monaten

AMD CEO Lisa Su just doubled her own CPU forecast in 6 months and the reason is one word, agents (Save this). In November, she told investors the CPU market would grow 18-20% per year through 2030. she just revised that number : "That rate is doubling. The CPU market may be over $120 billion by 2030, growing at over 35%." And here's what changed, six months ago AMD modeled 1 CPU for every 4 to 8 GPUs in an AI data center and now the new ratio is closer to 1 to 1. Because agents aren't passive and they don't wait for a question. They work constantly on behalf of every employee, every customer, every process running inside an enterprise. Each of us could have 2, 3, even 5 or 10 agents running at the same time and that's not just more GPU compute but rather a completely different CPU demand curve that nobody had modeled at this scale. And the earnings backed it up. AMD posted $10.3 billion in revenue for Q1, up 38% year over year. Data center revenue hit $5.8 billion, up 57%, free cash flow tripled to a record $2.6 billion and Q2 guidance came in at $11.2 billion, 46% growth year-over-year. The Milk Road Pro portfolio was built around exactly this thesis, that agentic AI would create a massive, underappreciated CPU demand cycle that the market was sleeping on. That position is now up nearly 100%, if you want the full thesis, check out Milk Road Pro, link in bio.

AMD CEO Lisa Su just doubled her own CPU forecast in 6 months and the reason is one word, agents (Save this). In November, she told investors the CPU market would grow 18-20% per year through 2030. she just revised that number : "That rate is doubling. The CPU market may be over $120 billion by 2030, growing at over 35%." And here's what changed, six months ago AMD modeled 1 CPU for every 4 to 8 GPUs in an AI data center and now the new ratio is closer to 1 to 1. Because agents aren't passive and they don't wait for a question. They work constantly on behalf of every employee, every customer, every process running inside an enterprise. Each of us could have 2, 3, even 5 or 10 agents running at the same time and that's not just more GPU compute but rather a completely different CPU demand curve that nobody had modeled at this scale. And the earnings backed it up. AMD posted $10.3 billion in revenue for Q1, up 38% year over year. Data center revenue hit $5.8 billion, up 57%, free cash flow tripled to a record $2.6 billion and Q2 guidance came in at $11.2 billion, 46% growth year-over-year. The Milk Road Pro portfolio was built around exactly this thesis, that agentic AI would create a massive, underappreciated CPU demand cycle that the market was sleeping on. That position is now up nearly 100%, if you want the full thesis, check out Milk Road Pro, link in bio.

Milk Road AI

13,241 Aufrufe • vor 3 Monaten

Threadguy explains why he's not buying MetaDAO here "They have a project at $85M, $25M, $10M. Yet they've only made $500k in lifetime fees. Pumpfun makes that in like 8 hours. And even if one of these projects goes to multiple hundreds of millions. They're basically not the beneficiaries of that at all. The only money they make is from the AMM and a little bit from Meteora. That's it. I want to buy it so bad man, I do. But there's just no reason why the token should go up"

Threadguy explains why he's not buying MetaDAO here "They have a project at $85M, $25M, $10M. Yet they've only made $500k in lifetime fees. Pumpfun makes that in like 8 hours. And even if one of these projects goes to multiple hundreds of millions. They're basically not the beneficiaries of that at all. The only money they make is from the AMM and a little bit from Meteora. That's it. I want to buy it so bad man, I do. But there's just no reason why the token should go up"

Kai

169,804 Aufrufe • vor 8 Monaten

.Chad Janis sold his 3-year-old company to Unilever for $1.2B. Here's what he did that most brands don't: Most brands send every ad to the same generic homepage. That's why they bleed cash. Chad builds an entire world around every winning ad angle. The system: test hundreds of ads per month to find the "unlock." Once an angle sticks (gut health, energy, focus), rebuild everything around it. If someone clicks a "gut health" ad: Landing page = 100% gut health A popup asks about their gut concerns Emails/SMS = tailored to gut health His team: 30 people. 5-6 creative strategists, 4-5 media buyers, 3 on retention. The tool: Replo (Shopify plugin). Chad says "they don't charge enough. You can build a new funnel in a day." Winners don't just test ads. They rebuild the entire experience around each winning message. Message-match is the difference between $10M and $1.2B. Sam Parr Shaan Puri

.Chad Janis sold his 3-year-old company to Unilever for $1.2B. Here's what he did that most brands don't: Most brands send every ad to the same generic homepage. That's why they bleed cash. Chad builds an entire world around every winning ad angle. The system: test hundreds of ads per month to find the "unlock." Once an angle sticks (gut health, energy, focus), rebuild everything around it. If someone clicks a "gut health" ad: Landing page = 100% gut health A popup asks about their gut concerns Emails/SMS = tailored to gut health His team: 30 people. 5-6 creative strategists, 4-5 media buyers, 3 on retention. The tool: Replo (Shopify plugin). Chad says "they don't charge enough. You can build a new funnel in a day." Winners don't just test ads. They rebuild the entire experience around each winning message. Message-match is the difference between $10M and $1.2B. Sam Parr Shaan Puri

My First Million

375,672 Aufrufe • vor 4 Monaten