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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...

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433,337 просмотров • 3 дней назад •via X (Twitter)

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David Sacks says he's heard from Anthropic employees who thought they could 10x ARR in one year to $600 billion from when they were at $60 billion, now currently sitting at $80 billion and not slowing down. "I have heard from other people at the company -- I heard that when they were at about $60 billion of ARR, that they thought they could get to $600 billion in one year." "Meaning they thought they were on that 10x ramp from the middle of this year." "Now they're at over $80 [billion] and it doesn't seem to be slowing down." "So the big question is how fast can they grow next year -- does it go all the way from $100 or $120 [billion] to a trillion dollars?" "Look, if they merely got to $400 to $500 billion, that would make them the biggest software company." Baker: "If they get to $200 billion, that's an amazing outcome."
0:36

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

Fireside Alpha

389,147 просмотров • 3 дней назад

David Sacks breaks down SpaceX's path to $100 billion ARR by EOY: "The Starship test flight was successful... The heat shield worked. That's going to enable more flights of Starship now at a more accelerated rate." "That paves the way for the V3 satellite, which enables much more bandwidth for the Starlink network and the whole direct-to-cell play." "I think they said they expected to go from 1.4 gigawatts of compute to about 2 by EOY... $30 to $50 billion per gigawatt, and I think they are at the high end of that now." "When Elon says we're going to end the year at $100 billion of ARR, all you have to believe is that they are at 2 gigawatts of compute at $50 billion per gigawatt." "That doesn't include Starlink or the launch business or Grok + Cursor or any of these things, so I think that's why they are so optimistic." Elon Musk David Sacks The All-In Podcast
1:36

David Sacks breaks down SpaceX's path to $100 billion ARR by EOY: "The Starship test flight was successful... The heat shield worked. That's going to enable more flights of Starship now at a more accelerated rate." "That paves the way for the V3 satellite, which enables much more bandwidth for the Starlink network and the whole direct-to-cell play." "I think they said they expected to go from 1.4 gigawatts of compute to about 2 by EOY... $30 to $50 billion per gigawatt, and I think they are at the high end of that now." "When Elon says we're going to end the year at $100 billion of ARR, all you have to believe is that they are at 2 gigawatts of compute at $50 billion per gigawatt." "That doesn't include Starlink or the launch business or Grok + Cursor or any of these things, so I think that's why they are so optimistic." Elon Musk David Sacks The All-In Podcast

KanekoaTheGreat

64,368 просмотров • 9 дней назад

Public Bitcoin Miners Are Going Extinct as AI Compute Takes Over "TeraWulf signs 19 billion lease with Anthropic for AI infrastructure campus, expects to bring 400 megawatts of computing power online by 2028" "It's $19 billion contract for 20 years, basically just to host AI infrastructure instead of Bitcoin mining infrastructure for a company that's entire market cap is $12 billion ... this one deal alone is bigger than all of TeraWulf" "So I believe we've seen 70 billion plus dollars in AI compute contracts for the artists formerly known as Bitcoin miners" "At the same time that these miners are wholesale moving over to AI, they're also now selling Bitcoin and have ceased to be holders" "And I really do think that public Bitcoin miners are largely going to become extinct. They're going to be AI compute centers that occasionally probably maybe decide to mine a little bit of Bitcoin"
2:12

Public Bitcoin Miners Are Going Extinct as AI Compute Takes Over "TeraWulf signs 19 billion lease with Anthropic for AI infrastructure campus, expects to bring 400 megawatts of computing power online by 2028" "It's $19 billion contract for 20 years, basically just to host AI infrastructure instead of Bitcoin mining infrastructure for a company that's entire market cap is $12 billion ... this one deal alone is bigger than all of TeraWulf" "So I believe we've seen 70 billion plus dollars in AI compute contracts for the artists formerly known as Bitcoin miners" "At the same time that these miners are wholesale moving over to AI, they're also now selling Bitcoin and have ceased to be holders" "And I really do think that public Bitcoin miners are largely going to become extinct. They're going to be AI compute centers that occasionally probably maybe decide to mine a little bit of Bitcoin"

The Wolf Of All Streets

27,339 просмотров • 1 месяц назад

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."
3:01

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

43,739 просмотров • 13 дней назад

David Sacks says Anthropic is creating the most powerful monopoly of all time "I remember last year when I hit them for regulatory capture, people were like, 'why are you beating up on this little startup?' I'm like, 'because I can see where it's going.'" "They are creating the biggest, most powerful monopoly of all time. Again, they're going to end the year with over 100 billion of ARR growing 10x year over year." "Google is at 400 and something billion of ARR growing 20%. So if this rate of growth continues for just a year or even six months or just a few months, Anthropic is going to be maybe the most valuable tech company." "The labs are reporting a number of examples of how they are using their own frontier intelligence to improve their own models and the efficiency of those models. So there is a powerful self reinforcing feedback loop here."
1:16

David Sacks says Anthropic is creating the most powerful monopoly of all time "I remember last year when I hit them for regulatory capture, people were like, 'why are you beating up on this little startup?' I'm like, 'because I can see where it's going.'" "They are creating the biggest, most powerful monopoly of all time. Again, they're going to end the year with over 100 billion of ARR growing 10x year over year." "Google is at 400 and something billion of ARR growing 20%. So if this rate of growth continues for just a year or even six months or just a few months, Anthropic is going to be maybe the most valuable tech company." "The labs are reporting a number of examples of how they are using their own frontier intelligence to improve their own models and the efficiency of those models. So there is a powerful self reinforcing feedback loop here."

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116,875 просмотров • 17 дней назад

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Host: Nike is saying they're going to take a hit of about $1 billion because of the tariffs that they're going to need to offset with higher prices. Adidas, a $230 million hit, will have to raise prices. Walmart has warned of looming price increases. Ford, they're saying they're going to take at least a $3 billion hit

FactPost

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.Howard Lutnick: "Canada is not open to us. They need to open their market. Unless they're willing to open their market, they're going to pay a tariff ... I think the President is going to open between $300-$400 billion of opportunity for Americans."
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Rapid Response 47

1,755,967 просмотров • 1 год назад

Gavin Baker Analyzes the 'Impossible' 8-Gigawatt SpaceX Compute Report “I've seen Elon Musk's companies do really impressive things, but bringing the FundaAI report of 8 gigawatts in 18 months...” "I'll never bet against Elon, but that would be a truly incredible feat." “They're monetizing at something like $50 billion a gig, and consensus estimates for next year are $73 billion.” “So forget Starlink V3, Starlink Direct to Cell, Grok 4.5, and Cursor. The sum of that probably hits a $10 billion ARR pretty quickly.” “The only companies that have brought on more than 500 megawatts of power in a year are the hyperscalers: CoreWeave, Crusoe, SpaceX. And SpaceX has brought on the most, the fastest, at the lowest cost, and people actually really do like their clusters.” “Very little is built into that stock, from my perspective, for the amount of compute that they might be able to bring on. Again, I don't think it's anywhere near 8, and it's going to be really hard, and energizing these GPUs is really hard, but they've been good at it, and it doesn't feel like those estimates are really in people's thinking.” Gavin Baker Patrick OShaughnessy
3:19

Gavin Baker Analyzes the 'Impossible' 8-Gigawatt SpaceX Compute Report “I've seen Elon Musk's companies do really impressive things, but bringing the FundaAI report of 8 gigawatts in 18 months...” "I'll never bet against Elon, but that would be a truly incredible feat." “They're monetizing at something like $50 billion a gig, and consensus estimates for next year are $73 billion.” “So forget Starlink V3, Starlink Direct to Cell, Grok 4.5, and Cursor. The sum of that probably hits a $10 billion ARR pretty quickly.” “The only companies that have brought on more than 500 megawatts of power in a year are the hyperscalers: CoreWeave, Crusoe, SpaceX. And SpaceX has brought on the most, the fastest, at the lowest cost, and people actually really do like their clusters.” “Very little is built into that stock, from my perspective, for the amount of compute that they might be able to bring on. Again, I don't think it's anywhere near 8, and it's going to be really hard, and energizing these GPUs is really hard, but they've been good at it, and it doesn't feel like those estimates are really in people's thinking.” Gavin Baker Patrick OShaughnessy

KanekoaTheGreat

44,731 просмотров • 11 дней назад

🚨🇺🇸🇺🇦TRUMP: UKRAINE HAS TO SIGN A DEAL OR THERE ARE GOING TO BE PROBLEMS “We’re signing an agreement, hopefully in the next fairly short period of time, that will assure us that we’ll get 400 or 500 billion dollars back. Europe is at 100 [billion]. We’re at 300 [billion]. We think it has to equalize. In other words, they have to come up with more money because it has a big effect in Europe.” Source: Sputnik
1:30

🚨🇺🇸🇺🇦TRUMP: UKRAINE HAS TO SIGN A DEAL OR THERE ARE GOING TO BE PROBLEMS “We’re signing an agreement, hopefully in the next fairly short period of time, that will assure us that we’ll get 400 or 500 billion dollars back. Europe is at 100 [billion]. We’re at 300 [billion]. We think it has to equalize. In other words, they have to come up with more money because it has a big effect in Europe.” Source: Sputnik

Mario Nawfal

469,762 просмотров • 1 год назад

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast
2:32

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast

KanekoaTheGreat

59,930 просмотров • 9 дней назад

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Arkansas farmer: It's a far cry from what we need. Just the loss in corn this year was over $16 billion. The loss in soybeans is around $11 billion. Cotton and rice are even bigger losses than that. $12 billion is not going to make up for this one year.

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Trump: China is a massive surplus. That they take and they spend on their military we don't want that. I don't want them to take $500 billion, $600 billion a year and spend it on their military. I don't want them spending money on their military.
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Trump: China is a massive surplus. That they take and they spend on their military we don't want that. I don't want them to take $500 billion, $600 billion a year and spend it on their military. I don't want them spending money on their military.

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2,488,756 просмотров • 1 год назад

Budget deficit is $78.3 billion this year. It's going to be 65.4 billion next year, 63.5 billion the year after that. "Broadly, Rosie, this year, in the next couple of years, the deficit is twice as high as we would have seen in the fall that Chrystia Freeland tabled in December." "And growth is half of what was projected just nine, ten months ago." Red Ink Carney
0:40

Budget deficit is $78.3 billion this year. It's going to be 65.4 billion next year, 63.5 billion the year after that. "Broadly, Rosie, this year, in the next couple of years, the deficit is twice as high as we would have seen in the fall that Chrystia Freeland tabled in December." "And growth is half of what was projected just nine, ten months ago." Red Ink Carney

cbcwatcher

33,751 просмотров • 9 месяцев назад

Lisa Raitt "Number one, the servicing of the debt is going up 50% by 2030." "It's going from 54 billion a year to 80.9 billion a year. That is a big jump." "...Just remember there's a cost to the spending and it's going to hit my kids and my grandkids" "Number two, I think they're selling the airports." Hon. Lisa MacCormack Raitt P.C.
0:58

Lisa Raitt "Number one, the servicing of the debt is going up 50% by 2030." "It's going from 54 billion a year to 80.9 billion a year. That is a big jump." "...Just remember there's a cost to the spending and it's going to hit my kids and my grandkids" "Number two, I think they're selling the airports." Hon. Lisa MacCormack Raitt P.C.

cbcwatcher

112,900 просмотров • 3 месяцев назад

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 ↓
11:29

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

771,173 просмотров • 27 дней назад

Khanna: Look, just today we have a resolution to spend $60 billion on this war. Now, Thomas probably would take that $60 billion and pay down the national debt. I would take that $60 billion and give free childcare or free college. But you know what? The American people don't want? They don't want the $60 billion going into war in Iran.
0:50

Khanna: Look, just today we have a resolution to spend $60 billion on this war. Now, Thomas probably would take that $60 billion and pay down the national debt. I would take that $60 billion and give free childcare or free college. But you know what? The American people don't want? They don't want the $60 billion going into war in Iran.

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174,764 просмотров • 26 дней назад

Ron Baron in new interview on the upcoming SpaceX IPO: "I think the company over the next 10 or 15 years is going to be worth $10 trillion, $20 trillion, $30 trillion, and I could be very low." Baron Capital has invested a total of $1.7 billion in SpaceX over the years, which is now worth over $15 billion.
4:24

Ron Baron in new interview on the upcoming SpaceX IPO: "I think the company over the next 10 or 15 years is going to be worth $10 trillion, $20 trillion, $30 trillion, and I could be very low." Baron Capital has invested a total of $1.7 billion in SpaceX over the years, which is now worth over $15 billion.

Sawyer Merritt

330,501 просмотров • 3 месяцев назад