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CJ from Limitless on the maths behind why he thinks Limitless is undervalued "I think prediction markets globally are a $100 billion annual revenue opportunity. If we capture 10% of that, $10 billion in revenue. Exchanges typically trade at like, I'll say 10x to take the midpoint, but it's... show more

The Wolf Of All Streets

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29,932 Aufrufe • vor 2 Tagen •via X (Twitter)

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Prediction Markets Are a $100 BILLION Annual Revenue Opportunity | CJ (晨杰) from Limitless 00:00 Why Onchain Prediction Markets Are Exploding 02:53 The Regulatory Battle Over Prediction Markets 04:00 Federal Regulation vs State Gambling Laws 05:29 Are Prediction Markets Gambling or Derivatives? 06:16 What Limitless Is Building Onchain 06:31 Why Up-Down Markets Became So Popular 07:34 Sports, Esports and Live In-Game Markets 08:45 PAX Markets and Limitless’ Global Strategy 09:14 The Push to Launch a Regulated US Exchange 11:45 The Limitless Token and Community Ownership 15:31 The $100 Billion Prediction Market Opportunity 16:40 What Limitless Could Look Like in Five Years 17:58 Why Institutional Investors Care About Hedging 18:16 What Users Can Trade on Limitless Today 19:11 Building AI Trading Agents on Limitless 19:32 F1 Markets and Closing Thoughts

Prediction Markets Are a $100 BILLION Annual Revenue Opportunity | CJ (晨杰) from Limitless 00:00 Why Onchain Prediction Markets Are Exploding 02:53 The Regulatory Battle Over Prediction Markets 04:00 Federal Regulation vs State Gambling Laws 05:29 Are Prediction Markets Gambling or Derivatives? 06:16 What Limitless Is Building Onchain 06:31 Why Up-Down Markets Became So Popular 07:34 Sports, Esports and Live In-Game Markets 08:45 PAX Markets and Limitless’ Global Strategy 09:14 The Push to Launch a Regulated US Exchange 11:45 The Limitless Token and Community Ownership 15:31 The $100 Billion Prediction Market Opportunity 16:40 What Limitless Could Look Like in Five Years 17:58 Why Institutional Investors Care About Hedging 18:16 What Users Can Trade on Limitless Today 19:11 Building AI Trading Agents on Limitless 19:32 F1 Markets and Closing Thoughts

The Wolf Of All Streets

74,326 Aufrufe • vor 2 Tagen

Ron Baron on SpaceX’s Starlink in a new video: "It is the internet of the planet. We think in 10 years, that’s going to be a trillion dollar annual revenue business. 1 trillion in revenue will produce, we think roughly $700-800 billion in profits a year. The means, in 10 years, this company from Starlink alone will be worth somewhere around $14 trillion." Ron is the 🐐, since investing in SpaceX in 2017, Baron Capital has turned roughly $2 billion into a ~$25 billion position.

Ron Baron on SpaceX’s Starlink in a new video: "It is the internet of the planet. We think in 10 years, that’s going to be a trillion dollar annual revenue business. 1 trillion in revenue will produce, we think roughly $700-800 billion in profits a year. The means, in 10 years, this company from Starlink alone will be worth somewhere around $14 trillion." Ron is the 🐐, since investing in SpaceX in 2017, Baron Capital has turned roughly $2 billion into a ~$25 billion position.

Nic Cruz Patane

17,401 Aufrufe • vor 18 Tagen

Gavin Baker on the SpaceX situation: "Wall Street consensus is $73 billion in revenue - if they bring on 3 gigawatts of power next year that's $150 billion - that's not in the model" this is him explaining why SpaceX could double what the Street expects, why intelligence per dollar will define the future of AI, and why betting against Elon has destroyed entire funds "open source models fundamentally just shift margin from the model layer to the infrastructure layer - if you have cheaper tokens we're going to consume more of them - we are structurally short compute" "the Cursor acquisition for $60 billion is looking very smart - that was $3 billion in annual revenue when they bought it - I think it's probably materially higher" "there's a graveyard of funds that shut down because they were Tesla short" bookmark & watch the full conversation ↓

Gavin Baker on the SpaceX situation: "Wall Street consensus is $73 billion in revenue - if they bring on 3 gigawatts of power next year that's $150 billion - that's not in the model" this is him explaining why SpaceX could double what the Street expects, why intelligence per dollar will define the future of AI, and why betting against Elon has destroyed entire funds "open source models fundamentally just shift margin from the model layer to the infrastructure layer - if you have cheaper tokens we're going to consume more of them - we are structurally short compute" "the Cursor acquisition for $60 billion is looking very smart - that was $3 billion in annual revenue when they bought it - I think it's probably materially higher" "there's a graveyard of funds that shut down because they were Tesla short" bookmark & watch the full conversation ↓

Сarm1ne

772,218 Aufrufe • vor 1 Monat

Gavin Baker on the SpaceX situation: "Wall Street consensus is $73 billion in revenue - if they bring on 3 gigawatts of power next year that's $150 billion - that's not in the model" this is him explaining why SpaceX could double what the Street expects, why intelligence per dollar will define the future of AI, and why betting against Elon has destroyed entire funds "open source models fundamentally just shift margin from the model layer to the infrastructure layer - if you have cheaper tokens we're going to consume more of them - we are structurally short compute" "the Cursor acquisition for $60 billion is looking very smart - that was $3 billion in annual revenue when they bought it - I think it's probably materially higher" "there's a graveyard of funds that shut down because they were Tesla short" bookmark & watch the full conversation ↓

Gavin Baker on the SpaceX situation: "Wall Street consensus is $73 billion in revenue - if they bring on 3 gigawatts of power next year that's $150 billion - that's not in the model" this is him explaining why SpaceX could double what the Street expects, why intelligence per dollar will define the future of AI, and why betting against Elon has destroyed entire funds "open source models fundamentally just shift margin from the model layer to the infrastructure layer - if you have cheaper tokens we're going to consume more of them - we are structurally short compute" "the Cursor acquisition for $60 billion is looking very smart - that was $3 billion in annual revenue when they bought it - I think it's probably materially higher" "there's a graveyard of funds that shut down because they were Tesla short" bookmark & watch the full conversation ↓

0xDipper

100,330 Aufrufe • vor 8 Tagen

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

Gavin Baker: “I think Anthropic is worth $3 trillion today.” Gavin laid out the case on the most recent All-In Podcast: – They will end 2026 with over $100B in revenue – They will likely end 2028 with $200-$300B in revenue – At that scale, Anthropic will be very profitable because compute will be inference-dominated – Anthropic reportedly has 85% gross margins on inference – The market has already absorbed Anthropic’s valuation, it will just shift from private to public @jason: “I'm sorry, did you say Anthropic is worth $3 trillion?” Gavin: “Yeah, I think that is roughly where it would probably trade as a public company.” Travis Kalanick: “Wow. Oh man. Holy sh*t.” Gavin: “They're going to end this year with well over $100 billion (in revenue). So what's the '28 number? Is it $200 billion? Is it $300 billion?” “It's probably not going to trade at 10 times that number, and it will be very profitable at that scale because it'll be inference-dominated and people are reporting they have 85% gross margins on inference.” “But in terms of the market absorbing this, like the market's already absorbed it. It's just shifting from private to public.” “And so in the scale of global capital markets, these seem like really big numbers, but you're just moving from the private markets to the public markets, which are even bigger.”

Gavin Baker: “I think Anthropic is worth $3 trillion today.” Gavin laid out the case on the most recent All-In Podcast: – They will end 2026 with over $100B in revenue – They will likely end 2028 with $200-$300B in revenue – At that scale, Anthropic will be very profitable because compute will be inference-dominated – Anthropic reportedly has 85% gross margins on inference – The market has already absorbed Anthropic’s valuation, it will just shift from private to public @jason: “I'm sorry, did you say Anthropic is worth $3 trillion?” Gavin: “Yeah, I think that is roughly where it would probably trade as a public company.” Travis Kalanick: “Wow. Oh man. Holy sh*t.” Gavin: “They're going to end this year with well over $100 billion (in revenue). So what's the '28 number? Is it $200 billion? Is it $300 billion?” “It's probably not going to trade at 10 times that number, and it will be very profitable at that scale because it'll be inference-dominated and people are reporting they have 85% gross margins on inference.” “But in terms of the market absorbing this, like the market's already absorbed it. It's just shifting from private to public.” “And so in the scale of global capital markets, these seem like really big numbers, but you're just moving from the private markets to the public markets, which are even bigger.”

The All-In Podcast

85,013 Aufrufe • vor 2 Monaten

Ridge CEO Sean Frank says he'd be willing to give OpenAI a 40% cut of his revenue for ad placement in GPT, because he's already giving 50% to Meta to sell his products. "The beauty of the Facebook ad product is that they figured out a way to take half of everybody's revenue." "They figured out exactly how much money they could take from everybody at the optimal level, and that's why they do $100 billion a year in revenue." "So if the offer from ChatGPT is 'Give us 40% of your revenue, and we'll give you new customers you wouldn't get otherwise,' I would take that deal because I'm already giving Mark Zuckerberg 50%."

Ridge CEO Sean Frank says he'd be willing to give OpenAI a 40% cut of his revenue for ad placement in GPT, because he's already giving 50% to Meta to sell his products. "The beauty of the Facebook ad product is that they figured out a way to take half of everybody's revenue." "They figured out exactly how much money they could take from everybody at the optimal level, and that's why they do $100 billion a year in revenue." "So if the offer from ChatGPT is 'Give us 40% of your revenue, and we'll give you new customers you wouldn't get otherwise,' I would take that deal because I'm already giving Mark Zuckerberg 50%."

TBPN

43,375 Aufrufe • vor 7 Monaten

"Hyperliquid is what Ethereum wanted to be" Santi on why the flows should come out of Ethereum, not Bitcoin "When you have the opportunity to buy HYPE at what, an 8 billion market cap, it's not real for you because of how much the founders hold. So it's an 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."

"Hyperliquid is what Ethereum wanted to be" Santi on why the flows should come out of Ethereum, not Bitcoin "When you have the opportunity to buy HYPE at what, an 8 billion market cap, it's not real for you because of how much the founders hold. So it's an 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."

The Wolf Of All Streets

85,152 Aufrufe • vor 2 Tagen

How can OpenAI with $13 billion in revenues make $1.4 trillion of spend commitments? (Source: Bg2 Pod ) Sam Altman: “First of all. We’re doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. I just, enough. I think there's a lot of people who would love to buy OpenAI shares. I think people who talk with a lot of breathless concern about our compute stuff or whatever, that would be thrilled to buy shares. So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter about this very quickly. We do plan for revenue to grow steeply. Revenue is growing steeply. We are taking a forward bet that it's going to continue to grow and that not only will ChatGPT keep growing, but we will be able to become one of the important AI clouds, that our consumer device business will be a significant and important thing, that AI that can automate science will create huge value. There are not many times that I want to be a public company, but one of the rare times it's appealing is when those people are writing these ridiculous OpenAI is about to go out of business. I would love to tell them they could just short the stock, and I would love to see them get burned on that. But we carefully plan. We understand where the technology, where the capability is going to grow and how the products we can build around that and the revenue we can generate. We might screw it up. This is the bet that we're making and we're taking a risk along with that. A certain risk is if we don't have the compute, we will not be able to generate the revenue or make the models at this kind of scale.” Satya Nadella: “And let me just say one thing as both a partner and an investor. There is not been a single business plan that I've seen from OpenAI that they've put in and not beaten it. So in some sense, this is the one place where in terms of their growth and just even the business, it's been unbelievable execution, quite frankly. I mean, obviously, OpenAI, everyone talks about all the success and the usage and what have you. But even I'd say all up, the business execution has been just pretty unbelievable.”

How can OpenAI with $13 billion in revenues make $1.4 trillion of spend commitments? (Source: Bg2 Pod ) Sam Altman: “First of all. We’re doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. I just, enough. I think there's a lot of people who would love to buy OpenAI shares. I think people who talk with a lot of breathless concern about our compute stuff or whatever, that would be thrilled to buy shares. So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter about this very quickly. We do plan for revenue to grow steeply. Revenue is growing steeply. We are taking a forward bet that it's going to continue to grow and that not only will ChatGPT keep growing, but we will be able to become one of the important AI clouds, that our consumer device business will be a significant and important thing, that AI that can automate science will create huge value. There are not many times that I want to be a public company, but one of the rare times it's appealing is when those people are writing these ridiculous OpenAI is about to go out of business. I would love to tell them they could just short the stock, and I would love to see them get burned on that. But we carefully plan. We understand where the technology, where the capability is going to grow and how the products we can build around that and the revenue we can generate. We might screw it up. This is the bet that we're making and we're taking a risk along with that. A certain risk is if we don't have the compute, we will not be able to generate the revenue or make the models at this kind of scale.” Satya Nadella: “And let me just say one thing as both a partner and an investor. There is not been a single business plan that I've seen from OpenAI that they've put in and not beaten it. So in some sense, this is the one place where in terms of their growth and just even the business, it's been unbelievable execution, quite frankly. I mean, obviously, OpenAI, everyone talks about all the success and the usage and what have you. But even I'd say all up, the business execution has been just pretty unbelievable.”

tae kim

1,566,511 Aufrufe • vor 10 Monaten

We asked Flood about his dynamic relationship with Arthur Hayes on Hyperliquid. "People fundamentally misprice Hyperliquid and Arthur is one of the people who actually has the best pricing and probably the most edge" 🦣 "The global perpetual swap market is anywhere from $20-30 billion in revenue a year, and Binance conservatively makes $10 billion a year in revenue." "Hyperliquid does about one-sixth to one-tenth the volume that Binance does on perps—if Hyperliquid is making a billion a year, that puts Binance at conservatively $10 billion annually just from perps."

We asked Flood about his dynamic relationship with Arthur Hayes on Hyperliquid. "People fundamentally misprice Hyperliquid and Arthur is one of the people who actually has the best pricing and probably the most edge" 🦣 "The global perpetual swap market is anywhere from $20-30 billion in revenue a year, and Binance conservatively makes $10 billion a year in revenue." "Hyperliquid does about one-sixth to one-tenth the volume that Binance does on perps—if Hyperliquid is making a billion a year, that puts Binance at conservatively $10 billion annually just from perps."

The Rollup

85,353 Aufrufe • vor 1 Jahr

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

Teslaconomics

28,276 Aufrufe • vor 2 Monaten

Gavin Baker and David Sacks predict $400-500 billion ARR for Anthropic in 2027 Gavin: "I'm going to take the over on whatever the Wall Street consensus is for 2027, which I don't know. I'll take a 25 to 30% over on that." "I think $400-500 billion is in the zone of realistically achievable." Sacks: "I actually was going to say $400-500 billion as exit ARR for next year. Seems very comfortable. "The only reason it's not higher is because I do think that somehow you get into physical limitations at that point. But maybe not, maybe there'll be enough compute." Jason: "We all believe that they're going to hit $400 billion next year, and they're going to 4x $100 billion." "We were talking about them at $10 billion four months ago. $10 billion to $400 billion is a 40x..."

Gavin Baker and David Sacks predict $400-500 billion ARR for Anthropic in 2027 Gavin: "I'm going to take the over on whatever the Wall Street consensus is for 2027, which I don't know. I'll take a 25 to 30% over on that." "I think $400-500 billion is in the zone of realistically achievable." Sacks: "I actually was going to say $400-500 billion as exit ARR for next year. Seems very comfortable. "The only reason it's not higher is because I do think that somehow you get into physical limitations at that point. But maybe not, maybe there'll be enough compute." Jason: "We all believe that they're going to hit $400 billion next year, and they're going to 4x $100 billion." "We were talking about them at $10 billion four months ago. $10 billion to $400 billion is a 40x..."

dnap

530,343 Aufrufe • vor 16 Tagen

Sam, who built multiple companies to $10M+ in revenue, says founders should be blunt force from zero to eight figures... "From $0 to $5 million or maybe $0 to $10 million in revenue, for every company that I've run, I am blunt force where I just will have what I call Zebra Calendar." "I'll make the website. I'll write all the copy. I'll do all the design work from $0 to $10 million. To me, it's a matter of getting more customers and making the product better." "But the truth is, is that once a company gets to like $5 or $10 million in revenue, you should delegate and you should hire. And once I do that, I'm like sitting there, I'm like, I don't know what to do with my hands."

Sam, who built multiple companies to $10M+ in revenue, says founders should be blunt force from zero to eight figures... "From $0 to $5 million or maybe $0 to $10 million in revenue, for every company that I've run, I am blunt force where I just will have what I call Zebra Calendar." "I'll make the website. I'll write all the copy. I'll do all the design work from $0 to $10 million. To me, it's a matter of getting more customers and making the product better." "But the truth is, is that once a company gets to like $5 or $10 million in revenue, you should delegate and you should hire. And once I do that, I'm like sitting there, I'm like, I don't know what to do with my hands."

Starter Story

35,356 Aufrufe • vor 1 Monat

Luca says the team is at least 18 months away from an IPO. "I don't think it's in a year's time. I think the soonest we could do it is in 18 months. I wanted to close this fiscal year and be on track for the revenue milestones that we want to hit." "I want to do $100 million in revenue, but the year started out a little shaky. We did 51 last year. So far, being candid, that doesn't look like I'm going to pull off some big quarter four things."

Luca says the team is at least 18 months away from an IPO. "I don't think it's in a year's time. I think the soonest we could do it is in 18 months. I wanted to close this fiscal year and be on track for the revenue milestones that we want to hit." "I want to do $100 million in revenue, but the year started out a little shaky. We did 51 last year. So far, being candid, that doesn't look like I'm going to pull off some big quarter four things."

Tig

56,550 Aufrufe • vor 4 Monaten

Gavin Baker says the SpaceX bull case is $400B a year if they build out 8 gigawatts of compute "FundaAI thinks that SpaceX is going to try and bring on eight gigawatts of compute. I will never bet against Elon, but I mean, that would be a truly incredible feat." "And rates have gone up since they signed those last contracts, not down. And they're monetizing at something like $50 billion a gig." "Consensus estimates for next year are $73 billion. So forget Starlink V3, forget Starlink Direct to Cell, Grok 4.5 and Cursor... the sum of that probably hits a 10 billion dollar mark." "There's a big New York hedge fund short case on [SPCX]. They think, 'oh, the spot price for compute's going to go down 90%, and you're going to bring on all this compute, it's not going to generate nearly as much revenue as you think.'" "I think one of Elon's phrases is, 'we specialize in making the impossible late.' I just think very little is built into that stock, for the amount of compute that they might be able to bring on."

Gavin Baker says the SpaceX bull case is $400B a year if they build out 8 gigawatts of compute "FundaAI thinks that SpaceX is going to try and bring on eight gigawatts of compute. I will never bet against Elon, but I mean, that would be a truly incredible feat." "And rates have gone up since they signed those last contracts, not down. And they're monetizing at something like $50 billion a gig." "Consensus estimates for next year are $73 billion. So forget Starlink V3, forget Starlink Direct to Cell, Grok 4.5 and Cursor... the sum of that probably hits a 10 billion dollar mark." "There's a big New York hedge fund short case on [SPCX]. They think, 'oh, the spot price for compute's going to go down 90%, and you're going to bring on all this compute, it's not going to generate nearly as much revenue as you think.'" "I think one of Elon's phrases is, 'we specialize in making the impossible late.' I just think very little is built into that stock, for the amount of compute that they might be able to bring on."

dnap

43,869 Aufrufe • vor 26 Tagen

CJ from Limitless says they were the first one to list up-down contracts, which now make up around 40% of all onchain revenue "We're the second largest onchain prediction market by revenue. We started in December 2023 building. We first listed up-down contracts back in 2024." "Even though perps are really good for that kind of price discovery, they're still very complicated and hard for people to use." "Not many people agreed with that at the time, but now around 40% of all onchain revenue is generated by this type of contract." "It can extend beyond crypto to commodities and equities and other asset classes as well."

CJ from Limitless says they were the first one to list up-down contracts, which now make up around 40% of all onchain revenue "We're the second largest onchain prediction market by revenue. We started in December 2023 building. We first listed up-down contracts back in 2024." "Even though perps are really good for that kind of price discovery, they're still very complicated and hard for people to use." "Not many people agreed with that at the time, but now around 40% of all onchain revenue is generated by this type of contract." "It can extend beyond crypto to commodities and equities and other asset classes as well."

The Wolf Of All Streets

30,651 Aufrufe • vor 2 Tagen

Raskin: He's suing the IRS for $10 billion, which I think is around 80% of its annual budget. Do you think it would violate the domestic emoluments clause for you to settle that $10 billion case, or any of the other claims that the president has made against the government. Bondi: I am not going to discuss pending litigation.

Raskin: He's suing the IRS for $10 billion, which I think is around 80% of its annual budget. Do you think it would violate the domestic emoluments clause for you to settle that $10 billion case, or any of the other claims that the president has made against the government. Bondi: I am not going to discuss pending litigation.

Acyn

50,834 Aufrufe • vor 6 Monaten

What if the fastest way to save your struggling business was to walk away from 37% of its revenue? That’s exactly what Unilever Nigeria did. In 2023, the company stopped manufacturing and selling brands like Omo, Sunlight, Lux and Key soap, a portfolio that had generated more than ₦23 billion in revenue the year before. To many, it looked like a retreat...

What if the fastest way to save your struggling business was to walk away from 37% of its revenue? That’s exactly what Unilever Nigeria did. In 2023, the company stopped manufacturing and selling brands like Omo, Sunlight, Lux and Key soap, a portfolio that had generated more than ₦23 billion in revenue the year before. To many, it looked like a retreat...

Múyìwá Mátùlúkò

19,040 Aufrufe • vor 1 Monat

ROY: The only way to do that to the best of my knowledge is to assume more revenue for tariffs and higher growth rates. I think you have to assume 3.5% growth over 10 years and tariff revenue at the rate we currently are bringing in. Then you start to wash out what we are doing in congress by our choice. If I'm characterizing anything incorrectly, does anybody want to challenge what I just said mathematically? With that I will yield back.

ROY: The only way to do that to the best of my knowledge is to assume more revenue for tariffs and higher growth rates. I think you have to assume 3.5% growth over 10 years and tariff revenue at the rate we currently are bringing in. Then you start to wash out what we are doing in congress by our choice. If I'm characterizing anything incorrectly, does anybody want to challenge what I just said mathematically? With that I will yield back.

Acyn

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