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CNBC's Kate Rooney reports Codex users hit 20 million, up from 15 million from ~week ago. OpenAI's Thibault Sottiaux said yesterday they would disclose later this week. "[Sarah Friar] also shared some new revenue numbers. These have not been reported yet." "Quarter to date, the run rate in terms...

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Fireside Alpha

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14,621 görüntüleme • 22 gün önce •via X (Twitter)

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OpenAI CFO Sarah Friar took the mainstage at Goldman Sachs conference in SF this morning ☀️ Packed house with bankers and investors .. with two overflow rooms. Friar said enterprise business is "on a tear." Also confirmed ARR up 20% from June --> July, enterprise grew 32% in that time frame. Ad business was the fastest growing business in OpenAI history to top $1B in ARR Sarah Friar said OpenAI will "continue to lean in" on compute
0:38

OpenAI CFO Sarah Friar took the mainstage at Goldman Sachs conference in SF this morning ☀️ Packed house with bankers and investors .. with two overflow rooms. Friar said enterprise business is "on a tear." Also confirmed ARR up 20% from June --> July, enterprise grew 32% in that time frame. Ad business was the fastest growing business in OpenAI history to top $1B in ARR Sarah Friar said OpenAI will "continue to lean in" on compute

Kate Rooney

41,057 görüntüleme • 2 gün önce

Richard Madeley, "This execution, which is what it was effectively. This execution of seven aid workers" "Feels like some sort of watershed this morning, doesn't it? Because this time yesterday, as the news was breaking, the general assumption was before the details came through, that it was probably some sort of awful collateral damage, that these workers had been killed, incidentally, in some other kind of conflict" "But now we know that it was extremely targeted" "The first vehicle was hit in a small convoy. Some of the workers survived and managed to get out and get into another vehicle that moved off that was hit. Then there was one third vehicle that was still proceeding, and about a kilometre later that was hit. So they were hit three separate times" "And just look at this. I mean, this is bullseye aiming. Absolutely no accidental collateral damage here at all. This is an execution"
0:50

Richard Madeley, "This execution, which is what it was effectively. This execution of seven aid workers" "Feels like some sort of watershed this morning, doesn't it? Because this time yesterday, as the news was breaking, the general assumption was before the details came through, that it was probably some sort of awful collateral damage, that these workers had been killed, incidentally, in some other kind of conflict" "But now we know that it was extremely targeted" "The first vehicle was hit in a small convoy. Some of the workers survived and managed to get out and get into another vehicle that moved off that was hit. Then there was one third vehicle that was still proceeding, and about a kilometre later that was hit. So they were hit three separate times" "And just look at this. I mean, this is bullseye aiming. Absolutely no accidental collateral damage here at all. This is an execution"

Farrukh

943,499 görüntüleme • 2 yıl önce

🚨 NEW: Anthropic released shocking revenue numbers. They now have over 1,000 enterprises paying $1M+ annually: "It turns out that the TAM for intelligence is radically different than anything that we've seen before... It's not that there was some great go-to-market in Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business. We are all self-interested actors. And when millions of those people are all making the same decision, there's a huge tell. And the tell here is that the TAM is as big as Dario and Sam and others have been saying." -Brad Gerstner "This is truly mind-boggling when you think about it because those are the most coveted customers in the world... Slack dreamed of getting these million-dollar customers. Salesforce dreams of getting these million-dollar customers." -@jason
3:09

🚨 NEW: Anthropic released shocking revenue numbers. They now have over 1,000 enterprises paying $1M+ annually: "It turns out that the TAM for intelligence is radically different than anything that we've seen before... It's not that there was some great go-to-market in Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business. We are all self-interested actors. And when millions of those people are all making the same decision, there's a huge tell. And the tell here is that the TAM is as big as Dario and Sam and others have been saying." -Brad Gerstner "This is truly mind-boggling when you think about it because those are the most coveted customers in the world... Slack dreamed of getting these million-dollar customers. Salesforce dreams of getting these million-dollar customers." -@jason

bg2clips

36,660 görüntüleme • 4 ay önce

"This is like Kraken offering to buy a food truck for slightly more than the value of the tacos it sold last week. Aave throws off $134 million in revenue a year" "Kraken is in talks to buy a 15% stake in DeFi lender Aave at a $385 million valuation. The founder Stani Kulechov is pushing back saying that valuation is inaccurate. Kraken denies selling Aave at a 70% discount, which is what this would be" "It's about a $71 million deal, the first under a new Payward Asset Management arm ahead of Kraken's expected IPO. This is a big deal for Kraken because they're expanding their market and their business. But Aave is a very robust business and this would be an extremely low valuation" "The real story here is that DeFi is back, baby. Aave was the secondary victim of all the DeFi hacks we saw because they ended up with toxic collateral. Now DeFi interest is back and we're seeing huge targets and huge interest in investing in the blue chip protocols"
1:56

"This is like Kraken offering to buy a food truck for slightly more than the value of the tacos it sold last week. Aave throws off $134 million in revenue a year" "Kraken is in talks to buy a 15% stake in DeFi lender Aave at a $385 million valuation. The founder Stani Kulechov is pushing back saying that valuation is inaccurate. Kraken denies selling Aave at a 70% discount, which is what this would be" "It's about a $71 million deal, the first under a new Payward Asset Management arm ahead of Kraken's expected IPO. This is a big deal for Kraken because they're expanding their market and their business. But Aave is a very robust business and this would be an extremely low valuation" "The real story here is that DeFi is back, baby. Aave was the secondary victim of all the DeFi hacks we saw because they ended up with toxic collateral. Now DeFi interest is back and we're seeing huge targets and huge interest in investing in the blue chip protocols"

The Wolf Of All Streets

35,159 görüntüleme • 2 ay önce

Adam rejected a $600 million acquisition offer. His company is worth $170 billion today: “I like running my own business. It’s hard to imagine me as an employee.” “We were just growing really quickly and doing $50 million of EBITDA and we started getting offers from other tech companies to buy us. We got an offer for $600 million in cash. The challenge with that was we were still growing 100% year over year. But there’s a lot of zeros in $600 million. The problem was between the time of seeing that number and getting to a deal, your business has grown a ton. I would have sold the company but not at that number. I ended up walking away from the deal.” —- I asked Adam what the number would have had to been and he said $1 billion. Turning down this deal was one of the best decisions of Adam’s career. This is what he said: “We would have left a lot of money on the table. Most businesses when they sell, they lose the opportunity to keep innovating. Had we done that none of us would have known what this company could have become.”
1:42

Adam rejected a $600 million acquisition offer. His company is worth $170 billion today: “I like running my own business. It’s hard to imagine me as an employee.” “We were just growing really quickly and doing $50 million of EBITDA and we started getting offers from other tech companies to buy us. We got an offer for $600 million in cash. The challenge with that was we were still growing 100% year over year. But there’s a lot of zeros in $600 million. The problem was between the time of seeing that number and getting to a deal, your business has grown a ton. I would have sold the company but not at that number. I ended up walking away from the deal.” —- I asked Adam what the number would have had to been and he said $1 billion. Turning down this deal was one of the best decisions of Adam’s career. This is what he said: “We would have left a lot of money on the table. Most businesses when they sell, they lose the opportunity to keep innovating. Had we done that none of us would have known what this company could have become.”

David Senra

78,824 görüntüleme • 3 ay önce

Angelina Jolie Has Finally Woken Up To The Fact The United Nations & Governments Are Run By Heartless Criminals There’s No Accountability For Crimes “If There’s A Business Interest Involved” “That is the biggest that is the most disheartening thing of I think we we or I thought at least even 20 years ago when I started to work internationally that there was this I in my head, some weird idea of good guys. You know? Some idea of those whether it be certain countries or certain people's maybe it was this holdover from World War 2 and this thought that this was, like so that the lines were clear and that there was going to be these human rights goals laid out and that there would be things stood up for, and that if these things weren't done, there would be pushback, and these were the and I really thought that's what it was. I even thought that's what the United Nations was… And I thought, okay. There's a there's some lines in the sand. There's some understanding. We're gonna grow and fight for improvements in these areas. And and to watch to watch and understand more and more how it's just simply that's not what it is. That's not the world. The world is not these are human rights. It is these are human rights sometimes for these people, maybe sometimes for these people, never for these people. Yeah. It's food aid, 6% for these people, 50% for these people, it's justice for these people, but not these people. Accountability for this crime, but not that crime if there's business interest. And this is truly the ugly state of of so much of the world that we are just becoming more and more aware of for just about every I mean, I don't know any countries that are are clean of it and, um, and willing to hold a line really consistently hand on behalf of the of human rights and laws”
1:52

Angelina Jolie Has Finally Woken Up To The Fact The United Nations & Governments Are Run By Heartless Criminals There’s No Accountability For Crimes “If There’s A Business Interest Involved” “That is the biggest that is the most disheartening thing of I think we we or I thought at least even 20 years ago when I started to work internationally that there was this I in my head, some weird idea of good guys. You know? Some idea of those whether it be certain countries or certain people's maybe it was this holdover from World War 2 and this thought that this was, like so that the lines were clear and that there was going to be these human rights goals laid out and that there would be things stood up for, and that if these things weren't done, there would be pushback, and these were the and I really thought that's what it was. I even thought that's what the United Nations was… And I thought, okay. There's a there's some lines in the sand. There's some understanding. We're gonna grow and fight for improvements in these areas. And and to watch to watch and understand more and more how it's just simply that's not what it is. That's not the world. The world is not these are human rights. It is these are human rights sometimes for these people, maybe sometimes for these people, never for these people. Yeah. It's food aid, 6% for these people, 50% for these people, it's justice for these people, but not these people. Accountability for this crime, but not that crime if there's business interest. And this is truly the ugly state of of so much of the world that we are just becoming more and more aware of for just about every I mean, I don't know any countries that are are clean of it and, um, and willing to hold a line really consistently hand on behalf of the of human rights and laws”

Wall Street Apes

658,860 görüntüleme • 2 yıl önce

Some highs but by god some lows in those 8 years. What a couple of weeks it’s been alongside some of #safc finest Ballard in injury time was right up there but the scenes when that hit the net yesterday, my lord
1:02

Some highs but by god some lows in those 8 years. What a couple of weeks it’s been alongside some of #safc finest Ballard in injury time was right up there but the scenes when that hit the net yesterday, my lord

Kingy 🏴󠁧󠁢󠁥󠁮󠁧󠁿🇬🇧

26,034 görüntüleme • 1 yıl önce

Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”
2:47

Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”

Lone

11,356 görüntüleme • 1 ay önce

"We have 11 business lines that generate $100 million in annual revenue or more." A direct result of CEO Vlad Tenev’s (Vlad Tenev) strategic push to build Robinhood into a 'Financial Super App' aka a business that can endure & grow across any market cycles But, how'd $HOOD get here? At the time Robinhood went public, the company’s business was concentrated in options, crypto, & equities.. products that benefited directly from the conditions of 2020–2021, with booming markets & low interest rates. But that concentration quickly became a point of concern as interest rates rose & many of the trends that supported Robinhood’s IPO-era growth reversed. As Tenev explains, the shift in macro conditions forced the company to reassess its strategy & operating model.. leading Robinhood to make the tactical decision to broaden its product base & revenue streams. In roughly four years, the company matured past its original concentrated model to now operate 11 business lines generating $100+ million in annual revenue (!!) with several additional products scaling in the $10-$100 million range. The vision? Financial Super App. . . . “The time we went public, Robinhood was pretty much an options, crypto and equities business, and now we have 11 business lines that generate $100 million in annual revenue or more. For a long time we were criticized that we were sort of a business that would do well when markets were going up, interest rates were going down, as was the case in 2020 and a large part of 2021. But what happened when interest rates went up and we had sort of like the reversal of most of the trends that were powering our business and our IPO during Covid, we had to kind of bear down and pivot our business into one that was more all weather. So the Robinhood you see today, much more diversified, where we have 11 business lines that are at scale and a couple more that are also, you know, in that $10M to $100M range.”
0:59

"We have 11 business lines that generate $100 million in annual revenue or more." A direct result of CEO Vlad Tenev’s (Vlad Tenev) strategic push to build Robinhood into a 'Financial Super App' aka a business that can endure & grow across any market cycles But, how'd $HOOD get here? At the time Robinhood went public, the company’s business was concentrated in options, crypto, & equities.. products that benefited directly from the conditions of 2020–2021, with booming markets & low interest rates. But that concentration quickly became a point of concern as interest rates rose & many of the trends that supported Robinhood’s IPO-era growth reversed. As Tenev explains, the shift in macro conditions forced the company to reassess its strategy & operating model.. leading Robinhood to make the tactical decision to broaden its product base & revenue streams. In roughly four years, the company matured past its original concentrated model to now operate 11 business lines generating $100+ million in annual revenue (!!) with several additional products scaling in the $10-$100 million range. The vision? Financial Super App. . . . “The time we went public, Robinhood was pretty much an options, crypto and equities business, and now we have 11 business lines that generate $100 million in annual revenue or more. For a long time we were criticized that we were sort of a business that would do well when markets were going up, interest rates were going down, as was the case in 2020 and a large part of 2021. But what happened when interest rates went up and we had sort of like the reversal of most of the trends that were powering our business and our IPO during Covid, we had to kind of bear down and pivot our business into one that was more all weather. So the Robinhood you see today, much more diversified, where we have 11 business lines that are at scale and a couple more that are also, you know, in that $10M to $100M range.”

Molly O’Shea

228,703 görüntüleme • 8 ay önce

Avi Patel (Avi Patel) CEO of Kled (Kled AI) explains the situation with Luel, says he welcomes competition but larping in Silicon Valley has gotten out of hand: "You go fund this company run by an 18-year-old that dropped out of Berkeley... that one-to-one ripped off my entire company and then on top of that also is faking their compliance." "On their user page, which shows the live user count, it was a manual number counter that was going up. It wasn't even like something that was pulled from an actual place." "50% of their web traffic was from Nigeria... they are manually going out there and bolstering their numbers with Nigeria and actively accepting these fraudulent uploads so that they can look good in front of investors." "As an investor of Silicon Valley that is supposed to be prestigious and honourable... there is no world in a million years where you should give that company $31 million."
3:32

Avi Patel (Avi Patel) CEO of Kled (Kled AI) explains the situation with Luel, says he welcomes competition but larping in Silicon Valley has gotten out of hand: "You go fund this company run by an 18-year-old that dropped out of Berkeley... that one-to-one ripped off my entire company and then on top of that also is faking their compliance." "On their user page, which shows the live user count, it was a manual number counter that was going up. It wasn't even like something that was pulled from an actual place." "50% of their web traffic was from Nigeria... they are manually going out there and bolstering their numbers with Nigeria and actively accepting these fraudulent uploads so that they can look good in front of investors." "As an investor of Silicon Valley that is supposed to be prestigious and honourable... there is no world in a million years where you should give that company $31 million."

etn.

116,149 görüntüleme • 3 ay önce

In light of the names Anneke Lucas mentioned, like the former Canadian prime minister who is dead now, but is the father of the current one. It is being shared all over the internet now. Canadian accounts are posting this, and it is getting lots of attention. This is also a wake-up call for Canada. A lot of people in Canada are commenting on social media that they are shocked by this guy being named. But actually he was already mentioned by Cathy O'Brien in 1995, as being involved in these networks! See the video below. So there is corroboration between these witnesses. A lot of these former and now deceased prime ministers she mentions were, at that time that she was in it in the 70s, involved in this. Also the Belgian one that Anneke names, and was also named by other witnesses. Which tells us, like these witnesses say, this was a global network. So the truth was already out there a bit, but it is coming out more for a bigger public. We will have more revelations coming out in 2025 about these dark dealing that have been going on at the highest levels, I'm sure. This is going to be a shock for a lot of people that are new to this information, because it is reaching a bigger public. Some will choose not to believe it, do no research, and look no further. But a lot more people will wake up to this, it is unstoppable. Of course, we have to check in with our own vibration. If it gets too heavy, take some time out and go for a walk in nature. Whilst revelations are important for the truth to come out, and confronting hard information is part of that, we have to check with our selves how this information is affecting us, and sometimes we need a time off. It is always most important to maintain a healthy balance between checking in with this information and our own peace of mind. #Epstein #PBDpodcast
1:42

In light of the names Anneke Lucas mentioned, like the former Canadian prime minister who is dead now, but is the father of the current one. It is being shared all over the internet now. Canadian accounts are posting this, and it is getting lots of attention. This is also a wake-up call for Canada. A lot of people in Canada are commenting on social media that they are shocked by this guy being named. But actually he was already mentioned by Cathy O'Brien in 1995, as being involved in these networks! See the video below. So there is corroboration between these witnesses. A lot of these former and now deceased prime ministers she mentions were, at that time that she was in it in the 70s, involved in this. Also the Belgian one that Anneke names, and was also named by other witnesses. Which tells us, like these witnesses say, this was a global network. So the truth was already out there a bit, but it is coming out more for a bigger public. We will have more revelations coming out in 2025 about these dark dealing that have been going on at the highest levels, I'm sure. This is going to be a shock for a lot of people that are new to this information, because it is reaching a bigger public. Some will choose not to believe it, do no research, and look no further. But a lot more people will wake up to this, it is unstoppable. Of course, we have to check in with our own vibration. If it gets too heavy, take some time out and go for a walk in nature. Whilst revelations are important for the truth to come out, and confronting hard information is part of that, we have to check with our selves how this information is affecting us, and sometimes we need a time off. It is always most important to maintain a healthy balance between checking in with this information and our own peace of mind. #Epstein #PBDpodcast

Jens Patteeuw

20,426 görüntüleme • 1 yıl önce

Martin Shkreli says running a hedge fund is the worst job in finance, that a newsletter doing $50 million of revenue beats almost every fund on the planet, and that people only take the job because it's the "sexiest thing" being master of the universe. "I have a friend who wants to start a hedge fund. I told him, this is the most painful, horrible business in the world. Why do this?" "If you start a newsletter business that makes $100 million a year, even $50 million a year of revenue, you've done better than almost every hedge fund on the planet." "You do not want to do this job." "And the reason people do it, and I did it too, and I would never do it again, is it's the sexiest thing in the world. You think you're the master of the universe..." "It's waking up at 3 a.m. checking Korean stock prices and waking back up at 6 wondering what's happening in the world."
0:48

Martin Shkreli says running a hedge fund is the worst job in finance, that a newsletter doing $50 million of revenue beats almost every fund on the planet, and that people only take the job because it's the "sexiest thing" being master of the universe. "I have a friend who wants to start a hedge fund. I told him, this is the most painful, horrible business in the world. Why do this?" "If you start a newsletter business that makes $100 million a year, even $50 million a year of revenue, you've done better than almost every hedge fund on the planet." "You do not want to do this job." "And the reason people do it, and I did it too, and I would never do it again, is it's the sexiest thing in the world. You think you're the master of the universe..." "It's waking up at 3 a.m. checking Korean stock prices and waking back up at 6 wondering what's happening in the world."

Fireside Alpha

206,012 görüntüleme • 1 ay önce

Anthropic is kicking OpenAI’s ass: Insights from the largest revenue explosion in tech history Brad Gerstner on how Anthropic dominated the last 90 days, and could they hit a $100B run rate by EOY!?: “Anthropic was literally counted out of the game last year, and they've kicked OpenAI's ass over the last 90 days. Bam, you have the largest revenue explosion in the history of technology. So you have to ask, what's going on? The first thing, for me, is that model and product capability just hit this threshold near AGI, whatever the hell you want to call it. And everybody, like Altimeter, said, ‘Damn, this is so good. I have to have it. This is no longer about my IT budget. This is about labor augmentation and labor replacement. Turns out that the TAM for intelligence is radically different than anything we've seen before. And I think the best example of this, right, this is millions of self-interested parties, consumers, enterprises, a thousand now over $1M, right? It's not that there was some great go to market at Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business. We knew intelligence was going to scale on the exponential. The question was whether revenue will scale on the exponential, and that's what we're seeing. And remember, they're doing this with only 1.5-2 gigawatts of compute, and the models are only getting better. So I think when you look out toward the end of the year, I would not be shocked if you see Anthropic exiting this year at $80-$100B in revenue.”
1:25

Anthropic is kicking OpenAI’s ass: Insights from the largest revenue explosion in tech history Brad Gerstner on how Anthropic dominated the last 90 days, and could they hit a $100B run rate by EOY!?: “Anthropic was literally counted out of the game last year, and they've kicked OpenAI's ass over the last 90 days. Bam, you have the largest revenue explosion in the history of technology. So you have to ask, what's going on? The first thing, for me, is that model and product capability just hit this threshold near AGI, whatever the hell you want to call it. And everybody, like Altimeter, said, ‘Damn, this is so good. I have to have it. This is no longer about my IT budget. This is about labor augmentation and labor replacement. Turns out that the TAM for intelligence is radically different than anything we've seen before. And I think the best example of this, right, this is millions of self-interested parties, consumers, enterprises, a thousand now over $1M, right? It's not that there was some great go to market at Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business. We knew intelligence was going to scale on the exponential. The question was whether revenue will scale on the exponential, and that's what we're seeing. And remember, they're doing this with only 1.5-2 gigawatts of compute, and the models are only getting better. So I think when you look out toward the end of the year, I would not be shocked if you see Anthropic exiting this year at $80-$100B in revenue.”

The All-In Podcast

69,839 görüntüleme • 5 ay önce

PALESTINIAN AMBASSADOR TO UN CALLS #NETANYAHU “LIAR” "He is a liar. His spokesperson and digital spokesperson tweeted that Israel carried out the bombing thinking that this hospital was a Hamas base. Then he deleted that tweet. But we have the copy of that tweet. Now they make up a new story and try to blame the Palestinians. It's a lie. The Israeli army spokesman released a statement about a week ago calling for hospitals to be evacuated. Hospitals are targeted and in fact one was hit a week ago. So their intention is “evacuate or the hospitals will be hit”. They are responsible for this crime and cannot make up stories to deal with it." #Gazagenocide
1:15

PALESTINIAN AMBASSADOR TO UN CALLS #NETANYAHU “LIAR” "He is a liar. His spokesperson and digital spokesperson tweeted that Israel carried out the bombing thinking that this hospital was a Hamas base. Then he deleted that tweet. But we have the copy of that tweet. Now they make up a new story and try to blame the Palestinians. It's a lie. The Israeli army spokesman released a statement about a week ago calling for hospitals to be evacuated. Hospitals are targeted and in fact one was hit a week ago. So their intention is “evacuate or the hospitals will be hit”. They are responsible for this crime and cannot make up stories to deal with it." #Gazagenocide

Brunella C.

29,186 görüntüleme • 2 yıl önce

"We finally have real companies who have tokens, and they are interested in making those tokens valuable" Jason from Blockworks on why Hyperliquid would be Silicon Valley's hottest company right now "I would argue the catalyst here is one we've never had, which is the healthiest catalyst in the 15 years of crypto. It's such a simple idea, but it's the first time in history this has happened." "Hyperliquid just had back to back quarters of $150 million in revenue. That's $300 million in the first half of 2026, $600 million annualized. It's a 13 person company that's three years old." "If there was a 13 person company that was three years old doing $600 million in annualized revenue, I promise you it'd be the hottest company in all of Silicon Valley." "Hugging Face just got acquired by Nvidia for what, $12.9 billion, $13 billion, on $150 million of revenue."
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"We finally have real companies who have tokens, and they are interested in making those tokens valuable" Jason from Blockworks on why Hyperliquid would be Silicon Valley's hottest company right now "I would argue the catalyst here is one we've never had, which is the healthiest catalyst in the 15 years of crypto. It's such a simple idea, but it's the first time in history this has happened." "Hyperliquid just had back to back quarters of $150 million in revenue. That's $300 million in the first half of 2026, $600 million annualized. It's a 13 person company that's three years old." "If there was a 13 person company that was three years old doing $600 million in annualized revenue, I promise you it'd be the hottest company in all of Silicon Valley." "Hugging Face just got acquired by Nvidia for what, $12.9 billion, $13 billion, on $150 million of revenue."

The Wolf Of All Streets

61,904 görüntüleme • 14 gün önce