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Atomberg Technologies is gearing up for its Dalal Street debut next year! On #YoungTurksReloaded, Founder & CEO Manoj Meena and Co-Founder & COO Sibabrata Das reveal IPO plans and their next big bet - India’s first domestically made AC compressors. A market currently dominated by 100% imports from China,... show more

CNBC-TV18

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81,344 просмотров • 10 месяцев назад •via X (Twitter)

Наука и технологии Финансы #YoungTurksReloaded

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Outset (YC W23) is building an AI customer research platform used by companies like Google, Microsoft, and Nestlé. Its AI interviewers have now conducted millions of conversations, giving companies the scale and speed of a survey with the depth of a one-on-one interview. In this founder fireside, Outset co-founder and CEO Aaron Cannon sits down with YC's Harj Taggar to talk about building a product before the market was ready for it, how they helped create the category of AI-moderated research, and what comes next. Aaron shares how they're expanding beyond interviews with Outset's new Simulations Lab and Digital Twins, which let companies simulate their customers and get feedback on everything from messaging and pricing to new products. 00:24 — What Outset Does 01:18 — Building a Category Before the Market Was Ready 06:31 — Landing the First Enterprise Customer 08:14 — How Better AI Models Changed the Product 12:57 — When the Market Finally Caught Up 14:45 — From AI Interviews to Customer Simulations 19:40 — Aaron’s Path to Becoming a Founder

Outset (YC W23) is building an AI customer research platform used by companies like Google, Microsoft, and Nestlé. Its AI interviewers have now conducted millions of conversations, giving companies the scale and speed of a survey with the depth of a one-on-one interview. In this founder fireside, Outset co-founder and CEO Aaron Cannon sits down with YC's Harj Taggar to talk about building a product before the market was ready for it, how they helped create the category of AI-moderated research, and what comes next. Aaron shares how they're expanding beyond interviews with Outset's new Simulations Lab and Digital Twins, which let companies simulate their customers and get feedback on everything from messaging and pricing to new products. 00:24 — What Outset Does 01:18 — Building a Category Before the Market Was Ready 06:31 — Landing the First Enterprise Customer 08:14 — How Better AI Models Changed the Product 12:57 — When the Market Finally Caught Up 14:45 — From AI Interviews to Customer Simulations 19:40 — Aaron’s Path to Becoming a Founder

Y Combinator

56,806 просмотров • 3 дней назад

From ₹5,000 in savings and a ₹1 lakh loan from his wife to building a $1.3 billion impact investing group — Vineet Rai has spent 25 years betting that capital can create both returns and real-world change. “Impact investing is not about high risk and high return — it is about taking extraordinary risk for unknown returns.” Speaking to Shereen Bhan on Young Turks Reloaded, impact investing and micro-lending giant Aavishkaar Group's founder & Vice Chairman, Vineet Rai traces the journey of building an impact investing ecosystem across microfinance, agriculture, climate and now deep tech. He opens up about the setbacks that forced Aavishkaar Group to rethink its strategy, why more than 50% of its capital is now moving into deep tech, and the ambition to take the group from $1.3 billion to $10 billion by 2035. From backing entrepreneurs in rural India to investing in AI, spacetech and emerging technologies — can impact capital become the next big engine of global growth? 📺 Full episode drops Thursday | PM #YoungTurksReloaded #AavishkarGroup #Investments #CNBCTV18Digital

From ₹5,000 in savings and a ₹1 lakh loan from his wife to building a $1.3 billion impact investing group — Vineet Rai has spent 25 years betting that capital can create both returns and real-world change. “Impact investing is not about high risk and high return — it is about taking extraordinary risk for unknown returns.” Speaking to Shereen Bhan on Young Turks Reloaded, impact investing and micro-lending giant Aavishkaar Group's founder & Vice Chairman, Vineet Rai traces the journey of building an impact investing ecosystem across microfinance, agriculture, climate and now deep tech. He opens up about the setbacks that forced Aavishkaar Group to rethink its strategy, why more than 50% of its capital is now moving into deep tech, and the ambition to take the group from $1.3 billion to $10 billion by 2035. From backing entrepreneurs in rural India to investing in AI, spacetech and emerging technologies — can impact capital become the next big engine of global growth? 📺 Full episode drops Thursday | PM #YoungTurksReloaded #AavishkarGroup #Investments #CNBCTV18Digital

CNBC-TV18

21,790 просмотров • 11 дней назад

Can United States manufacture robots? Matic Robots says "yes." It makes the best floor cleaning robot, that has won many perfect scores from Wired to many others. We love ours. But my trip there to get a tour from AI pioneer Navneet Dalal Navneet Dalal provided some real insights into how hard it is for a hardware company to make hardware in the United States. And how deeply AI is changing consumer electronics products that are going to be in many more homes soon. In this first part (Part II coming tomorrow) we get a look at how long it took for this company to go through prototypes to a shipping product. In the second part, you'll see the scaling hell that it takes to even ship a few thousand robots and the kinds of problems that scaling up a factory brings. Matic is one of my favorite small Silicon Valley companies. It has found what we call "product market fit." I just came back from CES where I saw many of its competitors, and the Matic wins because of not just the product thinking of Mehul and Navneet Dalal but because of their AI leadership. In a way their robot took many lessons from Tesla, from where to put the batteries to its bet on computer vision, which Navneet has been a pioneer in for years, working quietly behind the scenes. It is about to move into a new location that will allow it to grow to meet the demand that now is showing up (the boxes in its lobby show that it's outgrowing its current facilities). In terms of AI, it has aspirations of making a humanoid too, but it is taking a far more measured approach to getting there. By starting on the floor it can not just build world models based on real world data (customers are given a choice whether to allow its data to be used that way. Most customers choose to keep their data on the robot only, for privacy reasons, but if you opt in you can help them improve their models). They are using that data to understand homes. Navneet told me they hit very unusual situations in people's homes already that they couldn't really predict in simulators, like full-wall mirrors that confuse computer vision systems, or pools and water features in people's homes. Having real customers brings a ton of customer feedback about how to further improve the robot, and, as Navneet demonstrates in the second video, forces them to build a manufacturing muscle memory. Getting teams to work together, figuring out how to solve supply chain problems, from Trump's tarriffs, to a new one that showed up over the past couple of weeks. A supplier for its bags (one of the cheaper parts that goes into the robot) changed the glue it used, which caused robots to fail quality tests and the manufacturing line to stop. Reminds me a lot of the hell Elon Musk faced in its Fremont factory when Tesla was first starting to manufacture its Model 3, which almost bankrupted the company. Off the record Mehul and Navneet 🇮🇳 showed me some of the prototypes and plans for its next products that will show up over the next few years. Certainly not as sexy as Tesla, Figure, 1x_tech, and all the Chinese manufacturers are showing off already, but far better thought out for the typical Western home and AI plays a huge role in its future. It is the product that speaks for itself. It's amazing, and is about to get better this year due to AI. It's the first real vision-only robot to be in my home and I bet it won't be the last from this company. Real honor that they invited me over with my Insta360 camera (another company launched in my home, just like Matic was last year). In Part II we go into the factory.

Can United States manufacture robots? Matic Robots says "yes." It makes the best floor cleaning robot, that has won many perfect scores from Wired to many others. We love ours. But my trip there to get a tour from AI pioneer Navneet Dalal Navneet Dalal provided some real insights into how hard it is for a hardware company to make hardware in the United States. And how deeply AI is changing consumer electronics products that are going to be in many more homes soon. In this first part (Part II coming tomorrow) we get a look at how long it took for this company to go through prototypes to a shipping product. In the second part, you'll see the scaling hell that it takes to even ship a few thousand robots and the kinds of problems that scaling up a factory brings. Matic is one of my favorite small Silicon Valley companies. It has found what we call "product market fit." I just came back from CES where I saw many of its competitors, and the Matic wins because of not just the product thinking of Mehul and Navneet Dalal but because of their AI leadership. In a way their robot took many lessons from Tesla, from where to put the batteries to its bet on computer vision, which Navneet has been a pioneer in for years, working quietly behind the scenes. It is about to move into a new location that will allow it to grow to meet the demand that now is showing up (the boxes in its lobby show that it's outgrowing its current facilities). In terms of AI, it has aspirations of making a humanoid too, but it is taking a far more measured approach to getting there. By starting on the floor it can not just build world models based on real world data (customers are given a choice whether to allow its data to be used that way. Most customers choose to keep their data on the robot only, for privacy reasons, but if you opt in you can help them improve their models). They are using that data to understand homes. Navneet told me they hit very unusual situations in people's homes already that they couldn't really predict in simulators, like full-wall mirrors that confuse computer vision systems, or pools and water features in people's homes. Having real customers brings a ton of customer feedback about how to further improve the robot, and, as Navneet demonstrates in the second video, forces them to build a manufacturing muscle memory. Getting teams to work together, figuring out how to solve supply chain problems, from Trump's tarriffs, to a new one that showed up over the past couple of weeks. A supplier for its bags (one of the cheaper parts that goes into the robot) changed the glue it used, which caused robots to fail quality tests and the manufacturing line to stop. Reminds me a lot of the hell Elon Musk faced in its Fremont factory when Tesla was first starting to manufacture its Model 3, which almost bankrupted the company. Off the record Mehul and Navneet 🇮🇳 showed me some of the prototypes and plans for its next products that will show up over the next few years. Certainly not as sexy as Tesla, Figure, 1x_tech, and all the Chinese manufacturers are showing off already, but far better thought out for the typical Western home and AI plays a huge role in its future. It is the product that speaks for itself. It's amazing, and is about to get better this year due to AI. It's the first real vision-only robot to be in my home and I bet it won't be the last from this company. Real honor that they invited me over with my Insta360 camera (another company launched in my home, just like Matic was last year). In Part II we go into the factory.

Robert Scoble

69,229 просмотров • 7 месяцев назад

The Three Tailwinds Nobody's Pricing Into Nvidia 🔊 On Monday's edition of The Macro Show, Director of Research Daryl Jones Jonesy and $HGRO Portfolio Manager Sam Rahman Sam Rahman explained how a PM actually positions into a print like Nvidia's, $NVDA. As Rahman noted, he owns both Nvidia and Marvell, $MRVL — the only two semis currently on the signal strength list — but keeps his active Nvidia position small, with far bigger active weights in software names like Amazon, $AMZN and Microsoft, $MSFT. His approach into big benchmark events is not to overthink the positioning, because get on the wrong side of the news flow and you can get hurt badly. The number that frames the quarter, Rahman explained, is that Nvidia's data-center business has the potential to nearly double year-over-year, an extraordinary feat for a company its size: "Think about the size of this company doubling its core sales line year over year." Beyond the print, he flagged three tailwinds: 1. The transition from Blackwell to the faster, more efficient Vera Rubin chip, with hyperscaler orders already landing. 2. SpaceX emerging as a large, genuinely incremental new buyer of data-center infrastructure post-IPO. 3. A roughly 15% price increase on chips and servers next year, driven by memory-chip inflation, that flows straight to revenue. Subscribe to The Macro Show for daily market analysis you won't find anywhere else:

The Three Tailwinds Nobody's Pricing Into Nvidia 🔊 On Monday's edition of The Macro Show, Director of Research Daryl Jones Jonesy and $HGRO Portfolio Manager Sam Rahman Sam Rahman explained how a PM actually positions into a print like Nvidia's, $NVDA. As Rahman noted, he owns both Nvidia and Marvell, $MRVL — the only two semis currently on the signal strength list — but keeps his active Nvidia position small, with far bigger active weights in software names like Amazon, $AMZN and Microsoft, $MSFT. His approach into big benchmark events is not to overthink the positioning, because get on the wrong side of the news flow and you can get hurt badly. The number that frames the quarter, Rahman explained, is that Nvidia's data-center business has the potential to nearly double year-over-year, an extraordinary feat for a company its size: "Think about the size of this company doubling its core sales line year over year." Beyond the print, he flagged three tailwinds: 1. The transition from Blackwell to the faster, more efficient Vera Rubin chip, with hyperscaler orders already landing. 2. SpaceX emerging as a large, genuinely incremental new buyer of data-center infrastructure post-IPO. 3. A roughly 15% price increase on chips and servers next year, driven by memory-chip inflation, that flows straight to revenue. Subscribe to The Macro Show for daily market analysis you won't find anywhere else:

Hedgeye

13,455 просмотров • 6 дней назад

Jensen Huang just made a statement that every investor in AI infrastructure needs to hear (Save this). He said that the AI buildout is accelerating, the second half of this year is going to be much larger than the first half, and next year is going to be very, very large. Micron is the best positioned to win from this because every Nvidia GPU requires High Bandwidth Memory stacked directly on the chip to feed it data fast enough to keep up. There is no AI compute without memory, and right now there is simply not enough memory to go around. Micron's entire HBM supply for 2026 is already completely sold out under multi-year agreements before the year even started. Micron's own management has acknowledged they can only satisfy 50 to 65 percent of demand from some of their most important customers. That is not a problem that gets fixed quickly, because new fabs take years to build. Micron's Idaho expansion does not come online until mid-2026, a second Idaho facility is not expected until 2028, and a new New York fab is looking at 2030. The demand Jensen just described is arriving right now, and the supply to meet it is years away. The financial results already reflect this dynamic. Micron's Q2 fiscal 2026 revenue came in at $23.86 billion, nearly triple what it was a year earlier beating consensus by roughly $3.8 billion. The HBM market alone is expected to grow from $35 billion today to $100 billion by 2028, and Micron has been consistently ahead of that forecast. Jensen just told the world the second half of this year and all of next year are going to be larger than anything that came before. Micron is the company that supplies the memory those GPUs need to run, and it cannot build supply fast enough to keep up with demand. Come join Milk Road Pro for our full deep dive on Micron, the HBM supply thesis and our AI trade thesis! Link below!

Jensen Huang just made a statement that every investor in AI infrastructure needs to hear (Save this). He said that the AI buildout is accelerating, the second half of this year is going to be much larger than the first half, and next year is going to be very, very large. Micron is the best positioned to win from this because every Nvidia GPU requires High Bandwidth Memory stacked directly on the chip to feed it data fast enough to keep up. There is no AI compute without memory, and right now there is simply not enough memory to go around. Micron's entire HBM supply for 2026 is already completely sold out under multi-year agreements before the year even started. Micron's own management has acknowledged they can only satisfy 50 to 65 percent of demand from some of their most important customers. That is not a problem that gets fixed quickly, because new fabs take years to build. Micron's Idaho expansion does not come online until mid-2026, a second Idaho facility is not expected until 2028, and a new New York fab is looking at 2030. The demand Jensen just described is arriving right now, and the supply to meet it is years away. The financial results already reflect this dynamic. Micron's Q2 fiscal 2026 revenue came in at $23.86 billion, nearly triple what it was a year earlier beating consensus by roughly $3.8 billion. The HBM market alone is expected to grow from $35 billion today to $100 billion by 2028, and Micron has been consistently ahead of that forecast. Jensen just told the world the second half of this year and all of next year are going to be larger than anything that came before. Micron is the company that supplies the memory those GPUs need to run, and it cannot build supply fast enough to keep up with demand. Come join Milk Road Pro for our full deep dive on Micron, the HBM supply thesis and our AI trade thesis! Link below!

Milk Road AI

77,554 просмотров • 2 месяцев назад

NEW: Founder of Power the Future, Daniel Turner, says Americans should expect to see prices come down in the future following the attack on Venezuela. Turner explained what to expect next & how the attack impacts China: - "If you're China right now, you've gotta be really nervous... China doesn't have a domestic oil supply." - Access to Venezuela's oil isn't for American assets as much as it is for harming America's adversaries, Turner said. - China is now "in a pinch" because it imports nearly 100% of its oil and needs it for its factories. - "I think the president is very quietly tightening his grip on communist China without even mentioning [them] by name... It's all aimed at communist China." - Trump has a chip on his shoulder because America has helped build the "world's industry," which is now being used against us. - "If American oil companies go in and rebuild, that will be great for Venezuela and their long-term prosperity, but... we're putting America first, and we're doing it on foreign soil." - How does this impact Americans? A lot of the high prices we see now are due to years of high oil prices, Turner says. - If oil prices continue to come down, Americans will begin to see gas prices, and then consumer goods come down. Video: NewsNation with Daniel Turner

NEW: Founder of Power the Future, Daniel Turner, says Americans should expect to see prices come down in the future following the attack on Venezuela. Turner explained what to expect next & how the attack impacts China: - "If you're China right now, you've gotta be really nervous... China doesn't have a domestic oil supply." - Access to Venezuela's oil isn't for American assets as much as it is for harming America's adversaries, Turner said. - China is now "in a pinch" because it imports nearly 100% of its oil and needs it for its factories. - "I think the president is very quietly tightening his grip on communist China without even mentioning [them] by name... It's all aimed at communist China." - Trump has a chip on his shoulder because America has helped build the "world's industry," which is now being used against us. - "If American oil companies go in and rebuild, that will be great for Venezuela and their long-term prosperity, but... we're putting America first, and we're doing it on foreign soil." - How does this impact Americans? A lot of the high prices we see now are due to years of high oil prices, Turner says. - If oil prices continue to come down, Americans will begin to see gas prices, and then consumer goods come down. Video: NewsNation with Daniel Turner

Collin Rugg

185,107 просмотров • 7 месяцев назад

My guest today is Brian Chesky (Brian Chesky), founder and CEO of Airbnb and one of the great consumer founders of the last 20 years. Paul Graham coined "founder mode" based on Brian's experience running Airbnb. This conversation is about what comes after it, what he calls AI founder mode, and how it will force founders to focus even more on the details. We talk about his eleven-star exercise for finding product market fit, why your first hire should be a recruiter, and why Airbnb's $100B IPO became one of the saddest days of his life. Brian still comes across like the 17 year-old at the Rhode Island School of Design (RISD) who picked to study industrial design. His heroes are all artists. Da Vinci, Van Gogh, Walt Disney, and Steve Jobs, all of whom were working the week they died because they loved what they did. Rick Rubin taught him that an artist is only an artist when they make things for themselves. Now Brian believes AI is the opportunity for all of us to do the same. Enjoy! Timestamps: 1:00 Studying Industrial Design 11:33 AI Founder Mode 17:02 Lack of Consumer AI Companies 22:10 Small Teams and Focused Problems 30:52 The Evolution from Founder to CEO 38:13 The 11-Star Experience 41:07 AI as a Canvas for Creativity 48:17 Detaching from Success 53:12 Founder-Led Moats 58:34 The Next Chapter of Airbnb 1:03:08 What Endures in the Age of AI 1:06:43 Lessons from Bodybuilding 1:10:20 The CEO's No. 1 Job 1:17:01 Activating Talent 1:20:39 The Kindest Thing

My guest today is Brian Chesky (Brian Chesky), founder and CEO of Airbnb and one of the great consumer founders of the last 20 years. Paul Graham coined "founder mode" based on Brian's experience running Airbnb. This conversation is about what comes after it, what he calls AI founder mode, and how it will force founders to focus even more on the details. We talk about his eleven-star exercise for finding product market fit, why your first hire should be a recruiter, and why Airbnb's $100B IPO became one of the saddest days of his life. Brian still comes across like the 17 year-old at the Rhode Island School of Design (RISD) who picked to study industrial design. His heroes are all artists. Da Vinci, Van Gogh, Walt Disney, and Steve Jobs, all of whom were working the week they died because they loved what they did. Rick Rubin taught him that an artist is only an artist when they make things for themselves. Now Brian believes AI is the opportunity for all of us to do the same. Enjoy! Timestamps: 1:00 Studying Industrial Design 11:33 AI Founder Mode 17:02 Lack of Consumer AI Companies 22:10 Small Teams and Focused Problems 30:52 The Evolution from Founder to CEO 38:13 The 11-Star Experience 41:07 AI as a Canvas for Creativity 48:17 Detaching from Success 53:12 Founder-Led Moats 58:34 The Next Chapter of Airbnb 1:03:08 What Endures in the Age of AI 1:06:43 Lessons from Bodybuilding 1:10:20 The CEO's No. 1 Job 1:17:01 Activating Talent 1:20:39 The Kindest Thing

Patrick OShaughnessy

2,676,380 просмотров • 3 месяцев назад

🚨 THE BIGGEST IPOS IN HISTORY ARE ABOUT TO DRAIN THE MARKET Three of the largest IPOs in history. One five-month window. Well over $100 billion in fresh stock about to be sold into the market. Every dollar that buys it has to come from somewhere. A lot of it comes from your portfolio. Here's what's lining up: → June 12 - SpaceX went public. $1.75T valuation, $75B raise. The largest IPO ever. (It's already ripped past $2.8T.) → Q4 - OpenAI is expected to list near a $1 trillion valuation. → October - Anthropic is lining up its own debut near a ~$965B valuation. This isn't three separate IPOs. It's a wall of new supply hitting all at once. The mechanism nobody talks about: Wall Street doesn't conjure fresh cash to fund IPOs. Funds sell what they already own to buy the new name. Picture the three biggest stores in history all opening on the same street, the same season - and everyone has to empty their wallet to shop. So what gets sold first? The thing every fund is overweight: the S&P 500. We've seen this movie. 2021: record IPO and SPAC supply, peak euphoria. 2022: worst year for stocks since 2008. And the setup is identical. The S&P just printed an all-time high near 7,620, up ~10% on the year. Everyone all-in. Nobody hedged. That's not strength - that's a setup. Connect the dots: record highs, record euphoria, record new supply - all at the same time. My target: S&P back to 4,100. A ~46% unwind - right back to where this entire AI melt-up began. You're early, or you're exit liquidity. There's no third option. I called the recent S&P sell-offs, the 2025 BTC top, and the move down from $126K to $60K. Missed those? Don't sweat it. Turn on notifications. The next calls are already cooking.

🚨 THE BIGGEST IPOS IN HISTORY ARE ABOUT TO DRAIN THE MARKET Three of the largest IPOs in history. One five-month window. Well over $100 billion in fresh stock about to be sold into the market. Every dollar that buys it has to come from somewhere. A lot of it comes from your portfolio. Here's what's lining up: → June 12 - SpaceX went public. $1.75T valuation, $75B raise. The largest IPO ever. (It's already ripped past $2.8T.) → Q4 - OpenAI is expected to list near a $1 trillion valuation. → October - Anthropic is lining up its own debut near a ~$965B valuation. This isn't three separate IPOs. It's a wall of new supply hitting all at once. The mechanism nobody talks about: Wall Street doesn't conjure fresh cash to fund IPOs. Funds sell what they already own to buy the new name. Picture the three biggest stores in history all opening on the same street, the same season - and everyone has to empty their wallet to shop. So what gets sold first? The thing every fund is overweight: the S&P 500. We've seen this movie. 2021: record IPO and SPAC supply, peak euphoria. 2022: worst year for stocks since 2008. And the setup is identical. The S&P just printed an all-time high near 7,620, up ~10% on the year. Everyone all-in. Nobody hedged. That's not strength - that's a setup. Connect the dots: record highs, record euphoria, record new supply - all at the same time. My target: S&P back to 4,100. A ~46% unwind - right back to where this entire AI melt-up began. You're early, or you're exit liquidity. There's no third option. I called the recent S&P sell-offs, the 2025 BTC top, and the move down from $126K to $60K. Missed those? Don't sweat it. Turn on notifications. The next calls are already cooking.

Shelpid.WI3M

43,105 просмотров • 2 месяцев назад

Big First Round news today! We’re launching Product-Market Fit Method (a free intensive 14-week experience for early founders building epic B2B SaaS companies) and publishing the first session on our internal framework for all to read (with benchmarks, Looker's real data, and tactical advice from iconic enterprise founders). Even though finding product-market fit is the single most important thing for a startup, it’s still underexplored and seen as more art than science. We wanted to change that. I’ve personally talked to hundreds of founders about this topic, digging into what they did in the first 6-9 months of company building. (We’ve published dozens of those interviews on The Review in our “Paths to PMF” series.) This video previews some of what we learned — thanks to Christina Cacioppo, Zachary Perret, lloyd tabb, Jason Boehmig, & Jack Altman for sharing their lessons! In addition to that research, we’ve also drawn from our own 20 years of data and 500+ pre-PMF investments. What emerged was a very consistent set of patterns for sales-led B2B companies — the basis for our new framework and PMF Method’s 8 tactical sessions. In the program, we help early founders discover what customers really want, build the right v1 product, and close their first enterprise sales. We ran a beta version late last year with a tight-knit group of founders (ex Stripe, Plaid, Airbnb, Twitter, Greenhouse, Grammarly) and the feedback was great — my personal favorite was: "I feel like I shaved 12 months off the time it would take us to get to PMF.” Here are a few key dates and details: - The Summer 2024 session of PMF Method runs 5/29 - 8/28. - Application deadline is 11:59 PDT May 7th. - Any early founder working on a new B2B SaaS company is welcome to apply. Bonus points if you’re technical, have a clear product idea but haven’t raised yet and are <12 months into working full time on your idea. - PMF Method is 100% free. It costs you $0 and we own 0% of your company. Like with The First Round Review and Angel Track, our mindset is to openly share knowledge that we’ve put hundreds of hours of work into curating with the broader startup community, and give it away for free. That’s why we’ve also published our framework, so every builder can use this resource, even if they don’t do the program (it’s linked in the next post). Check out the links below for more details. Can’t wait to read applications!

Big First Round news today! We’re launching Product-Market Fit Method (a free intensive 14-week experience for early founders building epic B2B SaaS companies) and publishing the first session on our internal framework for all to read (with benchmarks, Looker's real data, and tactical advice from iconic enterprise founders). Even though finding product-market fit is the single most important thing for a startup, it’s still underexplored and seen as more art than science. We wanted to change that. I’ve personally talked to hundreds of founders about this topic, digging into what they did in the first 6-9 months of company building. (We’ve published dozens of those interviews on The Review in our “Paths to PMF” series.) This video previews some of what we learned — thanks to Christina Cacioppo, Zachary Perret, lloyd tabb, Jason Boehmig, & Jack Altman for sharing their lessons! In addition to that research, we’ve also drawn from our own 20 years of data and 500+ pre-PMF investments. What emerged was a very consistent set of patterns for sales-led B2B companies — the basis for our new framework and PMF Method’s 8 tactical sessions. In the program, we help early founders discover what customers really want, build the right v1 product, and close their first enterprise sales. We ran a beta version late last year with a tight-knit group of founders (ex Stripe, Plaid, Airbnb, Twitter, Greenhouse, Grammarly) and the feedback was great — my personal favorite was: "I feel like I shaved 12 months off the time it would take us to get to PMF.” Here are a few key dates and details: - The Summer 2024 session of PMF Method runs 5/29 - 8/28. - Application deadline is 11:59 PDT May 7th. - Any early founder working on a new B2B SaaS company is welcome to apply. Bonus points if you’re technical, have a clear product idea but haven’t raised yet and are <12 months into working full time on your idea. - PMF Method is 100% free. It costs you $0 and we own 0% of your company. Like with The First Round Review and Angel Track, our mindset is to openly share knowledge that we’ve put hundreds of hours of work into curating with the broader startup community, and give it away for free. That’s why we’ve also published our framework, so every builder can use this resource, even if they don’t do the program (it’s linked in the next post). Check out the links below for more details. Can’t wait to read applications!

Todd Jackson

241,604 просмотров • 2 лет назад

S&P just cut Oracle to one notch above junk, and the stock went UP anyway. Think about that for a second... Back in December I told you the AI arms race would keep rewarding capex right up until the moment it didn't, and I pointed straight at Oracle. The stock is now down more than 55% from its high and this week S&P downgraded its credit to the lowest rung of investment grade, which means one more cut and Oracle wears a junk rating for the first time in its history. The downgrade landed because the cash bleed is getting MUCH worse. S&P now sees Oracle burning close to $42 billion in free cash flow next year, nearly double its earlier estimate, with capex rocketing toward $90 billion and a single customer (OpenAI) sitting behind roughly half of that $638 billion backlog. The bond market looked at all of that and reached for insurance. The stock market looked at the exact same company and bid it higher. When those two disagree like this, 45 years in this business has taught me to side with the bondholders every single time. They get paid before shareholders do, so they tend to see the trouble first. And Oracle is now funding this buildout with equity instead of debt, with another $20 billion in stock issuance slated for this year. A company confident in its own cash flows borrows against them. A company bracing for a downgrade dilutes its shareholders instead. Oracle showed you which one it is. If you want to know how to actually make money in a market this dominated by Big Tech narratives, that is what July 22nd is for. 14 elite investors are sharing the specific longs and shorts they are backing with their own capital - for just $99. We entered the golden era of stock picking. Grab your ticket today:

S&P just cut Oracle to one notch above junk, and the stock went UP anyway. Think about that for a second... Back in December I told you the AI arms race would keep rewarding capex right up until the moment it didn't, and I pointed straight at Oracle. The stock is now down more than 55% from its high and this week S&P downgraded its credit to the lowest rung of investment grade, which means one more cut and Oracle wears a junk rating for the first time in its history. The downgrade landed because the cash bleed is getting MUCH worse. S&P now sees Oracle burning close to $42 billion in free cash flow next year, nearly double its earlier estimate, with capex rocketing toward $90 billion and a single customer (OpenAI) sitting behind roughly half of that $638 billion backlog. The bond market looked at all of that and reached for insurance. The stock market looked at the exact same company and bid it higher. When those two disagree like this, 45 years in this business has taught me to side with the bondholders every single time. They get paid before shareholders do, so they tend to see the trouble first. And Oracle is now funding this buildout with equity instead of debt, with another $20 billion in stock issuance slated for this year. A company confident in its own cash flows borrows against them. A company bracing for a downgrade dilutes its shareholders instead. Oracle showed you which one it is. If you want to know how to actually make money in a market this dominated by Big Tech narratives, that is what July 22nd is for. 14 elite investors are sharing the specific longs and shorts they are backing with their own capital - for just $99. We entered the golden era of stock picking. Grab your ticket today:

George Noble

18,966 просмотров • 1 месяц назад

🚨IF YOU THINK SPACEX IS DEAD... YOU'RE PROBABLY MAKING THE SAME MISTAKE PEOPLE MADE WITH NVIDIA Retail has a habit of believing the first big dump is the end of the story History says it's often just the beginning Back in 1999, Nvidia went public into one of the most euphoric markets in history The stock exploded as everyone rushed to buy the "next big thing" Then reality hit The hype faded, momentum traders disappeared, and early buyers got trapped in a brutal selloff Most people looked at that chart and saw a failed IPO Smart money saw accumulation range For months, Nvidia traded sideways while retail lost interest - volume cooled off - headlines disappeared - excitement died That's when institutions quietly built positions And once that process was finished, Nvidia entered one of the biggest wealth-creation runs Wall Street has ever seen Now look at SpaceX The sequence looks familiar: - IPO - retail FOMO - sharp flush that shakes out impatient buyers - and now... price is beginning to compress This is exactly where most investors make the same mistake They assume that because price isn't making new highs, the opportunity is gone In reality, the biggest money is rarely made by buying the breakout It's made by buying after everyone else gives up Every great growth company has gone through this phase The market has to transfer shares from emotional buyers to patient buyers before the real trend can begin The biggest money is made before the headlines Follow and turn notifs on if you want to be there first

🚨IF YOU THINK SPACEX IS DEAD... YOU'RE PROBABLY MAKING THE SAME MISTAKE PEOPLE MADE WITH NVIDIA Retail has a habit of believing the first big dump is the end of the story History says it's often just the beginning Back in 1999, Nvidia went public into one of the most euphoric markets in history The stock exploded as everyone rushed to buy the "next big thing" Then reality hit The hype faded, momentum traders disappeared, and early buyers got trapped in a brutal selloff Most people looked at that chart and saw a failed IPO Smart money saw accumulation range For months, Nvidia traded sideways while retail lost interest - volume cooled off - headlines disappeared - excitement died That's when institutions quietly built positions And once that process was finished, Nvidia entered one of the biggest wealth-creation runs Wall Street has ever seen Now look at SpaceX The sequence looks familiar: - IPO - retail FOMO - sharp flush that shakes out impatient buyers - and now... price is beginning to compress This is exactly where most investors make the same mistake They assume that because price isn't making new highs, the opportunity is gone In reality, the biggest money is rarely made by buying the breakout It's made by buying after everyone else gives up Every great growth company has gone through this phase The market has to transfer shares from emotional buyers to patient buyers before the real trend can begin The biggest money is made before the headlines Follow and turn notifs on if you want to be there first

BLADE

111,641 просмотров • 2 месяцев назад

The hype train just hit reality. For the first time ever, you can buy shares in a walking, working humanoid robot company. On June 24, 2026, Agility Robotics announced a definitive merger agreement with special purpose acquisition company $CCXI (Churchill Capital Corp XI). The deal will take the company public on the Nasdaq under the ticker $AGLT. The transaction is expected to close in the second half of 2026, subject to SEC and shareholder approvals. This marks the historic first debut of a pure-play humanoid robotics company on the U.S. stock market. Stripped of the usual AI marketing noise, here is a cold, financial and technological breakdown of the industry's first true public market test: 1. Deal Structure & Redemption Risks > Pre-money Equity Value: $2.5 billion. > Capital Infusion: Total gross proceeds of over $620 million ($420 million from $CCXI’s trust account + $200 million via a private placement (PIPE) priced at $10.00 per share). > Key Players: The PIPE round is anchored by manufacturing titan #Foxconn. Existing strategic backers, including #Amazon, #SoftBank (Vision Fund 2), and #GXO Logistics, are rolling 100% of their equity into the combined company and are bound by a 180-day lock-up agreement. > Financial Safeguard: The deal includes a minimum cash condition of $200 million. This structural floor protects the company against high redemption rates from SPAC shareholders = a historical pain point for late-stage tech mergers. At the current burn rate, this capital injection secures a stable operational runway of 24 to 30 months. 2. Unit Economics & Technical Guardrails While competitors rely heavily on edited video demonstrations, Agility is anchoring its valuation on verified operational metrics from its signature bipedal robot, Digit: > Commercial Traction: Over 65,000 hours of real-world commercial work logged across customer deployments (including facilities owned by $AMZN Amazon, $GXO GXO Logistics, $TM Toyota, and $SHA0.DE Schaeffler). > Narrow Specialization: It is crucial to temper expectations - the upcoming Digit v5 is not a general-purpose artificial agent. It is a highly specialized logistics asset built for repetitive tote-flipping and tote-handling. It operates within predefined industrial workflows alongside human workers without safety cages. > RaaS (Robotics-as-a-Service) Model: Current commercial leasing rates for these bipedal units hover around $30 per hour. > The Cost-to-Scale Target: The current total operating cost (including maintenance, high-wear harmonic drive components, and battery cell depreciation) sits at roughly $10–$12 per hour. Proceeds from the IPO will fund the mass scaling of their "Robofab" facility in Oregon, aiming to drive this operational cost down to a target of $2–$3 per hour. > Sales Pipeline: The company claims a backlog of multi-year commercial contracts and commitments valued at over $300 million, primarily tied to the deployment of the Digit v5 platform. 3. The Wall Street Outlook CEO Peggy Johnson is leveraging the accelerated timeline of a SPAC merger to secure a capital and manufacturing lead over well-funded, private, or conglomerate-backed competition like #Tesla (Optimus) and #FigureAI. However, public markets are notoriously unforgiving. The company is in its pre-earnings infancy and operates with a steep net loss. Institutional investors will disregard traditional P/E ratios; instead, the stock will be priced on a forward-looking P/S (Price-to-Sales) multiple tied to hardware delivery milestones and net burn rate. Given the inherent volatility of the SPAC structure, significant stock fluctuations are expected post-merger. Wall Street has officially established its first direct barometer for the commercial viability of Physical AI. What’s your take on the $AGLT debut? Is entering the public markets through a SPAC the right fuel to outrun the competition, or is it too early for retail investors to handle this level of hardware volatility? 🎁Bonus for those who made it to the end: $AGLT 3D LiDAR sensors supplied by $OUST. Drop your thoughts below and let's discuss.

The hype train just hit reality. For the first time ever, you can buy shares in a walking, working humanoid robot company. On June 24, 2026, Agility Robotics announced a definitive merger agreement with special purpose acquisition company $CCXI (Churchill Capital Corp XI). The deal will take the company public on the Nasdaq under the ticker $AGLT. The transaction is expected to close in the second half of 2026, subject to SEC and shareholder approvals. This marks the historic first debut of a pure-play humanoid robotics company on the U.S. stock market. Stripped of the usual AI marketing noise, here is a cold, financial and technological breakdown of the industry's first true public market test: 1. Deal Structure & Redemption Risks > Pre-money Equity Value: $2.5 billion. > Capital Infusion: Total gross proceeds of over $620 million ($420 million from $CCXI’s trust account + $200 million via a private placement (PIPE) priced at $10.00 per share). > Key Players: The PIPE round is anchored by manufacturing titan #Foxconn. Existing strategic backers, including #Amazon, #SoftBank (Vision Fund 2), and #GXO Logistics, are rolling 100% of their equity into the combined company and are bound by a 180-day lock-up agreement. > Financial Safeguard: The deal includes a minimum cash condition of $200 million. This structural floor protects the company against high redemption rates from SPAC shareholders = a historical pain point for late-stage tech mergers. At the current burn rate, this capital injection secures a stable operational runway of 24 to 30 months. 2. Unit Economics & Technical Guardrails While competitors rely heavily on edited video demonstrations, Agility is anchoring its valuation on verified operational metrics from its signature bipedal robot, Digit: > Commercial Traction: Over 65,000 hours of real-world commercial work logged across customer deployments (including facilities owned by $AMZN Amazon, $GXO GXO Logistics, $TM Toyota, and $SHA0.DE Schaeffler). > Narrow Specialization: It is crucial to temper expectations - the upcoming Digit v5 is not a general-purpose artificial agent. It is a highly specialized logistics asset built for repetitive tote-flipping and tote-handling. It operates within predefined industrial workflows alongside human workers without safety cages. > RaaS (Robotics-as-a-Service) Model: Current commercial leasing rates for these bipedal units hover around $30 per hour. > The Cost-to-Scale Target: The current total operating cost (including maintenance, high-wear harmonic drive components, and battery cell depreciation) sits at roughly $10–$12 per hour. Proceeds from the IPO will fund the mass scaling of their "Robofab" facility in Oregon, aiming to drive this operational cost down to a target of $2–$3 per hour. > Sales Pipeline: The company claims a backlog of multi-year commercial contracts and commitments valued at over $300 million, primarily tied to the deployment of the Digit v5 platform. 3. The Wall Street Outlook CEO Peggy Johnson is leveraging the accelerated timeline of a SPAC merger to secure a capital and manufacturing lead over well-funded, private, or conglomerate-backed competition like #Tesla (Optimus) and #FigureAI. However, public markets are notoriously unforgiving. The company is in its pre-earnings infancy and operates with a steep net loss. Institutional investors will disregard traditional P/E ratios; instead, the stock will be priced on a forward-looking P/S (Price-to-Sales) multiple tied to hardware delivery milestones and net burn rate. Given the inherent volatility of the SPAC structure, significant stock fluctuations are expected post-merger. Wall Street has officially established its first direct barometer for the commercial viability of Physical AI. What’s your take on the $AGLT debut? Is entering the public markets through a SPAC the right fuel to outrun the competition, or is it too early for retail investors to handle this level of hardware volatility? 🎁Bonus for those who made it to the end: $AGLT 3D LiDAR sensors supplied by $OUST. Drop your thoughts below and let's discuss.

Finn Stockinger

14,639 просмотров • 2 месяцев назад

The 8th China International Import Expo (CIIE) is taking place in Shanghai from November 5 to 10, bringing together over 155 countries and regions, along with 4,108 overseas exhibitors. This year, the Expo has set up a dedicated section for products from least developed countries (LDCs), featuring specialties from more than 30 nations — including coffee, fruits, handicrafts, and daily chemical products. A total of 123 Belt and Road participating countries and 163 enterprises from LDCs are represented, marking year-on-year increases of 23.1% and 23.5%, respectively. These initiatives help enterprises from 53 African countries make full use of zero-tariff treatment and gain better access to the Chinese market, expanding the Expo’s role from a trade fair into a gateway for shared development opportunities across the Global South. When the first CIIE opened in 2018, China’s total goods imports reached US$2.14 trillion. By 2024, this figure had risen to US$2.58 trillion, reflecting China’s unwavering commitment to high-level market opening and its role as a stable platform for global enterprises amid economic uncertainty. Notably, the CIIE has evolved into a key platform for global cooperation and innovation. The concurrent Hongqiao International Economic Forum hosts sub-forums on topics such as WTO reform, international AI standards, and supply chain resilience, contributing to global economic governance. Over the past seven years, more than 3,000 new products, technologies, and services have made their debut at the Expo — including 461 innovations launched this year alone. In terms of policy support, China’s overall import tariff rate now averages 7.3%, while the World Bank reports a weighted average tariff of below 3%, aligning with global standards and significantly lowering market entry costs for overseas firms. At its core, the CIIE’s sustained success lies in its ability to connect China’s evolving consumer demand with high-quality global supply, continuously injecting new vitality into global trade and cooperation.

The 8th China International Import Expo (CIIE) is taking place in Shanghai from November 5 to 10, bringing together over 155 countries and regions, along with 4,108 overseas exhibitors. This year, the Expo has set up a dedicated section for products from least developed countries (LDCs), featuring specialties from more than 30 nations — including coffee, fruits, handicrafts, and daily chemical products. A total of 123 Belt and Road participating countries and 163 enterprises from LDCs are represented, marking year-on-year increases of 23.1% and 23.5%, respectively. These initiatives help enterprises from 53 African countries make full use of zero-tariff treatment and gain better access to the Chinese market, expanding the Expo’s role from a trade fair into a gateway for shared development opportunities across the Global South. When the first CIIE opened in 2018, China’s total goods imports reached US$2.14 trillion. By 2024, this figure had risen to US$2.58 trillion, reflecting China’s unwavering commitment to high-level market opening and its role as a stable platform for global enterprises amid economic uncertainty. Notably, the CIIE has evolved into a key platform for global cooperation and innovation. The concurrent Hongqiao International Economic Forum hosts sub-forums on topics such as WTO reform, international AI standards, and supply chain resilience, contributing to global economic governance. Over the past seven years, more than 3,000 new products, technologies, and services have made their debut at the Expo — including 461 innovations launched this year alone. In terms of policy support, China’s overall import tariff rate now averages 7.3%, while the World Bank reports a weighted average tariff of below 3%, aligning with global standards and significantly lowering market entry costs for overseas firms. At its core, the CIIE’s sustained success lies in its ability to connect China’s evolving consumer demand with high-quality global supply, continuously injecting new vitality into global trade and cooperation.

Sinical

56,639 просмотров • 9 месяцев назад

The Free Speech Union has serious concerns about the Government’s proposal to ban under-16s from some social media platforms (but not others). When the proposal was first announced, ministers cited supposedly 'harmful' platforms such as X, Facebook and YouTube, but made no mention of the left-leaning Bluesky. A selective ban, rather than a blanket one, means Ofcom will be tasked with enforcing the political preferences of whichever government happens to be in power. If there's a change of government, will X be taken off the banned list and Bluesky put in its place? Another concern is enforcement. How exactly does the Government intend to make the ban work in practice? In Australia — the model ministers appear keen to follow — many under-16s continue to access social media through VPNs. Will the Government’s next step be to ban VPNs as well? That would put the UK in the same company as Turkmenistan, Iran and North Korea. The Government has also failed to explain how this proposal can be reconciled with its duties under the Online Safety Act to protect content of democratic importance and journalistic content — duties that are due to come into force next month. This is particularly important given the Government’s intention to extend some social media restrictions to 16 and 17 year-olds and at the same time lower the voting age to 16. How can 16 and 17 year-olds be expected to participate meaningfully in the democratic process if the Government is restricting the content of democratic importance and the journalistic content they're able to access? The Free Speech Union will be keeping a wary eye on the Government’s plans 👇

The Free Speech Union has serious concerns about the Government’s proposal to ban under-16s from some social media platforms (but not others). When the proposal was first announced, ministers cited supposedly 'harmful' platforms such as X, Facebook and YouTube, but made no mention of the left-leaning Bluesky. A selective ban, rather than a blanket one, means Ofcom will be tasked with enforcing the political preferences of whichever government happens to be in power. If there's a change of government, will X be taken off the banned list and Bluesky put in its place? Another concern is enforcement. How exactly does the Government intend to make the ban work in practice? In Australia — the model ministers appear keen to follow — many under-16s continue to access social media through VPNs. Will the Government’s next step be to ban VPNs as well? That would put the UK in the same company as Turkmenistan, Iran and North Korea. The Government has also failed to explain how this proposal can be reconciled with its duties under the Online Safety Act to protect content of democratic importance and journalistic content — duties that are due to come into force next month. This is particularly important given the Government’s intention to extend some social media restrictions to 16 and 17 year-olds and at the same time lower the voting age to 16. How can 16 and 17 year-olds be expected to participate meaningfully in the democratic process if the Government is restricting the content of democratic importance and the journalistic content they're able to access? The Free Speech Union will be keeping a wary eye on the Government’s plans 👇

The Free Speech Union

54,731 просмотров • 2 месяцев назад

Micron is going to be a $4,000 stock and the CEO just told you exactly why in one interview (Save this). Micron is no longer a chip company but rather a America's monopoly on the most strategically critical material in the AI buildout. It's the only western company manufacturing memory at advanced nodes, sitting on $200 billion in committed domestic capex, with every unit of its highest value product already sold. let's start with the supply reality, Mehrotra said Micron can currently meet only 50% to two thirds of the demand from its key customers. That shortage will last well beyond 2027, and meaningful new supply from anyone in the industry does not arrive until 2028 at the earliest. Two more years of demand outpacing supply in a market growing 168% year over year and that is the floor on the bull case. Now layer on what makes this cycle structurally different from every one before it. Micron is the only American memory manufacturer on earth, Samsung and SK Hynix are South Korean. In a world where AI infrastructure has become a declared national security priority where Commerce Secretary Lutnick and Trade Ambassador Greer personally showed up to a fab dedication in Manassas, Virginia being the only US memory company is not just a competitive advantage. It is a government backed structural monopoly on the most critical input to the US AI buildout, backed by $6.2 billion in CHIPS Act subsidies across Idaho, New York, and Virginia. The $200 billion buildout spans Manassas for DDR4 defense and industrial memory, Boise for leading-edge DRAM with first wafers out mid 2027, a second Boise HBM fab with first wafers by end of 2028, and the Syracuse megafab, the largest semiconductor facility in US history, breaking ground January 2026 with up to four fabs over time. Combined, these sites take Micron's domestic production from 10% of its total output today to 40% over the next decade, and create 90,000 jobs in the process. The business model transformation is the real story. Come join Milk Road Pro for our full breakdown, our complete Micron valuation model incorporating the $200 billion domestic buildout and our entire AI thesis. Link below.

Micron is going to be a $4,000 stock and the CEO just told you exactly why in one interview (Save this). Micron is no longer a chip company but rather a America's monopoly on the most strategically critical material in the AI buildout. It's the only western company manufacturing memory at advanced nodes, sitting on $200 billion in committed domestic capex, with every unit of its highest value product already sold. let's start with the supply reality, Mehrotra said Micron can currently meet only 50% to two thirds of the demand from its key customers. That shortage will last well beyond 2027, and meaningful new supply from anyone in the industry does not arrive until 2028 at the earliest. Two more years of demand outpacing supply in a market growing 168% year over year and that is the floor on the bull case. Now layer on what makes this cycle structurally different from every one before it. Micron is the only American memory manufacturer on earth, Samsung and SK Hynix are South Korean. In a world where AI infrastructure has become a declared national security priority where Commerce Secretary Lutnick and Trade Ambassador Greer personally showed up to a fab dedication in Manassas, Virginia being the only US memory company is not just a competitive advantage. It is a government backed structural monopoly on the most critical input to the US AI buildout, backed by $6.2 billion in CHIPS Act subsidies across Idaho, New York, and Virginia. The $200 billion buildout spans Manassas for DDR4 defense and industrial memory, Boise for leading-edge DRAM with first wafers out mid 2027, a second Boise HBM fab with first wafers by end of 2028, and the Syracuse megafab, the largest semiconductor facility in US history, breaking ground January 2026 with up to four fabs over time. Combined, these sites take Micron's domestic production from 10% of its total output today to 40% over the next decade, and create 90,000 jobs in the process. The business model transformation is the real story. Come join Milk Road Pro for our full breakdown, our complete Micron valuation model incorporating the $200 billion domestic buildout and our entire AI thesis. Link below.

Milk Road AI

235,568 просмотров • 2 месяцев назад

🚨 $SPCX IS NEXT BLACK SWAN The biggest IPO in history just started cracking $75 billion raised on June 12. Bigger than Saudi Aramco. Bigger than anything, ever Six days later: $225 → $191. Down ~15% in 48 hours And the real catalyst hasn't even hit Market just got its newest blue chip It might be its next black swan Here's what nobody's pricing in SpaceX didn't sell you a stock. It sold you a countdown The lockup isn't one cliff. It's staggered - by design First unlock: August 11. Right after Q2 earnings Up to 30% of insider shares. Into open market Then more. Every few weeks. August. September. October A slow, engineered bleed of supply Now connect dots SpaceX reserved up to 30% of the deal for retail. Unusually large Ask yourself one question. Why did they suddenly want YOU in? Because somebody needs buyers for what unlocks in August You're not the investor. You might be the exit Let that sink in And the math doesn't help $2.5 trillion. 6th most valuable company on earth Built on $18.7B in revenue and a $4.9B loss last year Over 100x sales. For a company bleeding billions We've seen this movie Facebook IPO'd at $38 in May 2012 By September: under $18. Cut in half - as lockups expired and insiders sold Same script. Bigger stage. A company this size doesn't fall alone But here's the part nobody's saying This isn't just doom. It's a setup First flush - toward $150, maybe sub-$100 on unlock Then base. Weeks of boring chop while retail gives up Then move. New highs. $260+ Real money isn't made shorting top. It's made loading base Your homework: watch August 11. Watch float. Watch how people feel Bottom won't be a price. It'll be a feeling - day last bull goes quiet This isn't caution. This is map You're early or you're exit. There's no third option IMPORTANT: I called every major $SPX selloff, 2025 $BTC ATH and move from $126k → $60k If you missed those calls - no worries, next ones are already setting up... Turn on notifications - next market calls are already cooking $SPCX

🚨 $SPCX IS NEXT BLACK SWAN The biggest IPO in history just started cracking $75 billion raised on June 12. Bigger than Saudi Aramco. Bigger than anything, ever Six days later: $225 → $191. Down ~15% in 48 hours And the real catalyst hasn't even hit Market just got its newest blue chip It might be its next black swan Here's what nobody's pricing in SpaceX didn't sell you a stock. It sold you a countdown The lockup isn't one cliff. It's staggered - by design First unlock: August 11. Right after Q2 earnings Up to 30% of insider shares. Into open market Then more. Every few weeks. August. September. October A slow, engineered bleed of supply Now connect dots SpaceX reserved up to 30% of the deal for retail. Unusually large Ask yourself one question. Why did they suddenly want YOU in? Because somebody needs buyers for what unlocks in August You're not the investor. You might be the exit Let that sink in And the math doesn't help $2.5 trillion. 6th most valuable company on earth Built on $18.7B in revenue and a $4.9B loss last year Over 100x sales. For a company bleeding billions We've seen this movie Facebook IPO'd at $38 in May 2012 By September: under $18. Cut in half - as lockups expired and insiders sold Same script. Bigger stage. A company this size doesn't fall alone But here's the part nobody's saying This isn't just doom. It's a setup First flush - toward $150, maybe sub-$100 on unlock Then base. Weeks of boring chop while retail gives up Then move. New highs. $260+ Real money isn't made shorting top. It's made loading base Your homework: watch August 11. Watch float. Watch how people feel Bottom won't be a price. It'll be a feeling - day last bull goes quiet This isn't caution. This is map You're early or you're exit. There's no third option IMPORTANT: I called every major $SPX selloff, 2025 $BTC ATH and move from $126k → $60k If you missed those calls - no worries, next ones are already setting up... Turn on notifications - next market calls are already cooking $SPCX

Aralez 🐕

374,765 просмотров • 2 месяцев назад

We use Bittensor to gather intelligence. But we’ll build the product in-house. Our subnet is a phenomenal intelligence engine: 1000+ miners and ~5500 agents competing, iterating on, and compounding each other’s work. One miner builds a breakthrough agent. The next forks it, implements a new tool, improves performance by 1-2%. The next does the same. This cycle runs continuously, with hundreds of teams around the world, each with different expertise, different approaches, different intuitions, all pushing the same eval forward. That's what the subnet is built for, and it's how we've outpaced labs with orders of magnitude more resources. Once our agent reaches SOTA on shopping, the next bottleneck is building an elegant, easy-to-use consumer product. And great products don't come from crowds. Open-source competition is the right tool for maximizing intelligence, you want hundreds of mutually compounding perspectives and iterations. But product is the opposite. Product requires taste. Elegance. Strong opinions about what to include and, critically, what to leave out. It requires a small, high-judgment team moving fast and making sharp calls, not a thousand competing voices. The best consumer experiences in the world were built by teams who knew exactly what they wanted to build and had the conviction to say no to everything else. That’s why phase two – building the product, belongs in-house at Oro. The best companies don’t start big – they start narrow In Zero to One, Peter Thiel argues that every great company starts by dominating a small, specific market before expanding outward. Amazon started with just books, going from $16 million to $148 million in revenue in that narrow market before touching anything else. PayPal went all-in on eBay power sellers, growing from 10,000 to over 5 million users in under a year. Facebook launched at Harvard and didn't open to the public for two and a half years. The playbook is proven: own a small market first, then expand. We're starting with consumer electronics. Why? Because electronics has something most shopping categories don't: objectivity. "Find me the best deal on an RTX 5090" has a right answer. Specs, prices, compatibility, all measurable, all verifiable. "Find me the perfect dress for a wedding" doesn't. You can't build a reliable eval for something with no correct answer. Starting with electronics enables us to kickstart a recursive self-improvement loop for our agent: assign it shopping tasks with clear success criteria, assess its performance and learn about its specific profile of strengths and weaknesses, and use that rich vein of data to improve both the eval and the base agent. We’ll start where we can prove our agent works. We’ll own that vertical. Then we’ll grow from there. Land, dominate, then expand.

ORO

144,993 просмотров • 3 месяцев назад

This week we’ve set the standard for what you can expect from us, broken records, and changed lives. We’re only just heading into week 3 of our 2024 strategy, and it’s time to dive in a little deeper into what’s expected next week. 𝗟𝗮𝘂𝗻𝗰𝗵𝗲𝘀: We’re preparing for some of our biggest launches yet - both NFTs and tokens. Both of which will offer exclusive opportunities for $PRNT holders, as well as airdrops based on their holdings. We are setting the bar high, and revamping our launchpad to include new, exclusive features, set for our next launch. 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻: Our ecosystem-wide incentive with ANYBODIES is just getting started. We’ve had some of the biggest projects on SOL (and ETH) apply. That’s all about to ramp up, hard. 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: We’ll be communicating updates on the development of our next product, by $PRNT, for Solana - we’ve scoured the market to see what’s out there, and we’re confident we’re about to deliver something that doesn’t yet exist, but will change lives. All in all, the goal for $PRNT in 2024 is to become the 𝗳𝗿𝗼𝗻𝘁 𝗿𝘂𝗻𝗻𝗲𝗿 on Solana, ensuring that not only our holders’ lives are changed, but that we provide a service to the chain that made us, Solana. 2024 is our year, and we are not holding back. Get ready for more.

This week we’ve set the standard for what you can expect from us, broken records, and changed lives. We’re only just heading into week 3 of our 2024 strategy, and it’s time to dive in a little deeper into what’s expected next week. 𝗟𝗮𝘂𝗻𝗰𝗵𝗲𝘀: We’re preparing for some of our biggest launches yet - both NFTs and tokens. Both of which will offer exclusive opportunities for $PRNT holders, as well as airdrops based on their holdings. We are setting the bar high, and revamping our launchpad to include new, exclusive features, set for our next launch. 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻: Our ecosystem-wide incentive with ANYBODIES is just getting started. We’ve had some of the biggest projects on SOL (and ETH) apply. That’s all about to ramp up, hard. 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: We’ll be communicating updates on the development of our next product, by $PRNT, for Solana - we’ve scoured the market to see what’s out there, and we’re confident we’re about to deliver something that doesn’t yet exist, but will change lives. All in all, the goal for $PRNT in 2024 is to become the 𝗳𝗿𝗼𝗻𝘁 𝗿𝘂𝗻𝗻𝗲𝗿 on Solana, ensuring that not only our holders’ lives are changed, but that we provide a service to the chain that made us, Solana. 2024 is our year, and we are not holding back. Get ready for more.

$PRNT

11,529 просмотров • 2 лет назад