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Can this business idea make you a millionaire? Let's break it down real quick. 1) It's incredibly unique. It's visually appealing. Short form video algorithms love it. 2) This can be recurring revenue. These car carpets are removable, replaceable. And if someone wants one, they'll probably want different ones...

15,636 görüntüleme • 7 ay önce •via X (Twitter)

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Just when you thought claw machines couldn’t be more of a scam. Try operating it from your phone. But there's something here that I really like. I can't quite articulate what it is yet. It feels like the future. It's a claw machine, but not just any claw machine. These are connected to the internet and people can play them from anywhere in the world, from their phones. They're controlling a real physical machine in real time, trying to win real physical prizes. And if they win, the prize either gets mailed to them or converted into a digital form and emailed to them instantly. You will not believe how many plays this thing got in one night. People are obsessed with this because it takes the satisfaction of a claw machine, the nostalgia, the challenge, the thrill of winning something, and it makes it accessible from anywhere at any time. You don't have to be at an arcade. You don't have to be at a mall. You can be sitting on your couch at midnight and decide you want to try to win a toy or a gift card or whatever's loaded in the machine. And this is interesting because you only need to own one physical machine, but you can have thousands of people playing it all over the world. And if multiple people want to play at the same time, then you can charge extra. If you have a fixed supply and high demand, your price goes up. The prizes can be anything, toys, electronics, gift cards, merch, whatever. People can share with their friends. They play over and over. It becomes content. It becomes competition. People stream themselves trying to win. And my mind is exploding with possibilities because it's not just a vending machine business. It's an entertainment business, it's e-commerce, it's gamification, it's live streaming, all wrapped into one. And someone just figured out how to make it work with a claw machine. 10,000 plays. That's how many plays this guy got overnight on his virtual claw machine business. You could do this with anything.

Chris Koerner

49,091 görüntüleme • 5 ay önce

Thomas Laffont on how Coatue values SpaceX: “The quality of SpaceX's business model increases the more they launch.” “The number one driver correlated to the valuation of SpaceX is cadence of launches, which intuitively makes sense. If your business is the launch business, the more you launch, the higher your value should be. So I think we see that in the data. But there's another fundamentally different ratio that I want to point you to, which is, what if we took the valuation, we divided it by the number of launches, what would that look like? Well, you can see it was kind of in a fixed range for a while, and then it really started to move up. And we believe that markets are rational, and so we started thinking, well, why is it that the market is valuing SpaceX higher on a per launch basis when it's launching more than when it was just starting out? And my fundamental view, and we'll kind of call this our Coatue framework, is that the quality of SpaceX's business model increases the more you launch. So in phase one, which we call pre-constellation, you're just trying your rockets. And we know rockets are hard, and maybe you have a few government customers, and that's a one-time revenue business, and it's unpredictable. Then you get into your initial ramp, and now you might have one constellation. So why is a constellation important? Well, it's an end market and it's a recurring revenue business. The more satellites you put up, the more subscribers you have, the more revenue, etc. Now you can move from ramp into scale. Now you don't just have one constellation, you have multiple constellations. So now you move into being a scaled business, which ultimately becomes a platform. And we know how valuable these platforms are in this technology age. And platform means not only do you have many more customers in your core business, but you also have new businesses. It could be space datacenters, it could be the optionality of the Moon and Mars, and other space applications.” Elon Musk SpaceX $SPCX --------------------------------------- Thanks to our partners for making this possible! EY (EY) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

The All-In Podcast

38,974 görüntüleme • 1 ay önce