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Laurus Labs' strong Q1 performance reflects investments made during challenging years, says Founder & CEO Satyanarayana Chava. Target remains 50% revenue contribution by FY30 Niraj Shah

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39,414 görüntüleme • 20 gün önce •via X (Twitter)

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Tragic: Sanjay Shah, the 56-year-old CEO and founder of the software company, Vestex Asia, died when an aerial act went wrong during the company’s 25th anniversary celebrations at Ramoji Film City in Hyderabad on Thursday evening. According to Abdullahpurmet inspector A Manmohan, the company had scheduled a two-day event at Ramoji Film City to mark Vestex Asia’s successful 25 years in the industry. On Thursday evening, around 7:40 pm, nearly 700 people came together at Lime Light Garden to witness one of the event’s highlights, an aerial act. A specially designed stage made of wood was elevated 20 feet above the concrete stage using a crane. The act involved a 6 mm iron wire with two layers on both sides. Unfortunately, during the performance, one side of the rope snapped without a warning and the stage fell on the people below. Tragically, the falling structure directly impacted Sanjay Shah and Vishwanath Raj Datla, the 52-year-old president of Vestex Asia. Sanjay Shah sustained injuries to his leg and hand, while Vishwanath Raj Datla suffered a severe head injury. The injured were shifted to Maxi Cure Hospital and later moved to Yashoda Hospital in Malakpet for advanced medical treatment. Sanjay Shah succumbed to his injuries during the early hours of Friday at the hospital. Vishwanath Raj Datla remains in critical condition, receiving intensive medical care. A case has been registered against Ramoji Filim city event authorities said inspector Manmohan, based on a complaint filed by Janakiram Raku Kalidindi, the executive director of Vestex Asia.
0:45

Tragic: Sanjay Shah, the 56-year-old CEO and founder of the software company, Vestex Asia, died when an aerial act went wrong during the company’s 25th anniversary celebrations at Ramoji Film City in Hyderabad on Thursday evening. According to Abdullahpurmet inspector A Manmohan, the company had scheduled a two-day event at Ramoji Film City to mark Vestex Asia’s successful 25 years in the industry. On Thursday evening, around 7:40 pm, nearly 700 people came together at Lime Light Garden to witness one of the event’s highlights, an aerial act. A specially designed stage made of wood was elevated 20 feet above the concrete stage using a crane. The act involved a 6 mm iron wire with two layers on both sides. Unfortunately, during the performance, one side of the rope snapped without a warning and the stage fell on the people below. Tragically, the falling structure directly impacted Sanjay Shah and Vishwanath Raj Datla, the 52-year-old president of Vestex Asia. Sanjay Shah sustained injuries to his leg and hand, while Vishwanath Raj Datla suffered a severe head injury. The injured were shifted to Maxi Cure Hospital and later moved to Yashoda Hospital in Malakpet for advanced medical treatment. Sanjay Shah succumbed to his injuries during the early hours of Friday at the hospital. Vishwanath Raj Datla remains in critical condition, receiving intensive medical care. A case has been registered against Ramoji Filim city event authorities said inspector Manmohan, based on a complaint filed by Janakiram Raku Kalidindi, the executive director of Vestex Asia.

@Coreena Enet Suares

1,680,622 görüntüleme • 2 yıl önce

NEW: Inside $11B Harvey HQ w/ CEO Winston Weinberg Exclusive tour of their gorgeous SF office & an update on their scale.. TLDR: they're ripping. At 4 years old, Harvey has reached: - Passed $300M ARR this month (3x growth from $100M last August) - Nearly 1K employees, 12 global offices - ~2,000 customers - DAU/MAU up from 36% to 52% this year - 42% of revenue from in-house corporates - Token usage: 1T in January to a projected 13T this month The $11 billion AI platform now used by 2/3 of the AmLaw 100 & 500+ in-house legal teams including HSBC, Bridgewater, Carvana, Blue Owl "I think every single company is going to sell intelligence." - Winston Weinberg Co-Founder Gabe Pereyra + Head of Applied Research Niko coming on next 👀 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Winston Weinberg, Co-Founder & CEO at Harvey (00:45) Inside Harvey HQ (03:17) Harvey by the numbers (04:11) How Harvey expands globally (05:16) Why Harvey employs 200+ lawyers (06:30) The philosophy behind Harvey's office (07:35) The loudest lunch culture in tech (09:03) Winston's favorite room (10:04) Eight Airbnbs before a real office (12:58) Inside a $300M ARR company (14:20) Tripling revenue in under a year (15:35) What $1B+ unlocks (17:36) Building an AI native company (21:10) Convincing lawyers to join tech (22:14) The biggest adjustment for lawyers in tech (23:26) Build vs buy (26:59) What SaaS got away with that AI can't (28:39) Financing 13 trillion tokens (30:05) Why the labs can't just copy Harvey (31:18) Competing with OpenAI & Anthropic (32:03) Will the labs start acquiring? (32:50) Does every task need frontier intelligence? (34:23) Why legal benchmarks are broken (35:30) Ordering the same meal 467 times
38:04

NEW: Inside $11B Harvey HQ w/ CEO Winston Weinberg Exclusive tour of their gorgeous SF office & an update on their scale.. TLDR: they're ripping. At 4 years old, Harvey has reached: - Passed $300M ARR this month (3x growth from $100M last August) - Nearly 1K employees, 12 global offices - ~2,000 customers - DAU/MAU up from 36% to 52% this year - 42% of revenue from in-house corporates - Token usage: 1T in January to a projected 13T this month The $11 billion AI platform now used by 2/3 of the AmLaw 100 & 500+ in-house legal teams including HSBC, Bridgewater, Carvana, Blue Owl "I think every single company is going to sell intelligence." - Winston Weinberg Co-Founder Gabe Pereyra + Head of Applied Research Niko coming on next 👀 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Winston Weinberg, Co-Founder & CEO at Harvey (00:45) Inside Harvey HQ (03:17) Harvey by the numbers (04:11) How Harvey expands globally (05:16) Why Harvey employs 200+ lawyers (06:30) The philosophy behind Harvey's office (07:35) The loudest lunch culture in tech (09:03) Winston's favorite room (10:04) Eight Airbnbs before a real office (12:58) Inside a $300M ARR company (14:20) Tripling revenue in under a year (15:35) What $1B+ unlocks (17:36) Building an AI native company (21:10) Convincing lawyers to join tech (22:14) The biggest adjustment for lawyers in tech (23:26) Build vs buy (26:59) What SaaS got away with that AI can't (28:39) Financing 13 trillion tokens (30:05) Why the labs can't just copy Harvey (31:18) Competing with OpenAI & Anthropic (32:03) Will the labs start acquiring? (32:50) Does every task need frontier intelligence? (34:23) Why legal benchmarks are broken (35:30) Ordering the same meal 467 times

Molly O’Shea

389,045 görüntüleme • 2 ay önce

$HIMS| Adjustment on Growth toward 2030🧵 Not Financial Advice! FY2025: Revenue: $2.35B or 58% YoY (weightloss $740), Core $1.61B FY2026: Revenue $3.2B(36%) where weightloss may be down by 10-15% or flat. FY2027: Revenue $4.16B(30%) FY2028: Revenue: $5.2B(25%) FY2029 Revenue: $6.5B(25%) FY2030 Revenue: $8.12B(25%) I expect management to ramp up buyback from FCF generation while company is trading at under 2x P/S andrewdudum. The discontinuation of Hims & Hers' compounded oral semaglutide pill in early February 2026(after 2 days), prompted by FDA regulatory actions and legal pressures from Novo Nordisk, introduces near-term challenges to the weight loss segment but does not derail the company's broader growth trajectory, as it pivots aggressively toward diversification and high-potential expansions The weight loss category bolstered by liraglutide injectables, generic semaglutide in Canada, and non-GLP-1 personalized kits retains strong momentum, contributing approximately 31% of total revenue in 2025 and projected to grow at 15-20% annually through 2030, down from prior 60%+ rates but still adding $150-250 million yearly through cross-selling and retention. Offsetting this moderation are ambitious new expansions: international markets, now accounting for an initial 5-10% of revenue but scaling to 20% by 2030 via Canada entry (projected 10% growth contribution in 2026 from generic semaglutide and Livewell acquisition) and Europe/UK via Zava (adding 8-12% incremental growth through telehealth in Germany, France, and Ireland); diagnostics and labs, launched in late 2025 with Quest Diagnostics partnership and YourBio Health's pain-free blood sampling tech, offering 50-120 biomarker tests across heart, metabolism, hormones, inflammation, and stress, expected to generate 12-18% of total revenue by 2027 and ramp to a standalone $1 billion segment by 2030. Preventive care and longevity initiatives, set for full 2026 rollout including peptide manufacturing (via acquired U.S. facility, contributing 10-15% to growth through vertical integration and supply control), coenzymes, GLP/GIP blends for performance and recovery, and a $325 million Grail investment enabling multi-cancer early detection blood tests (projected to add 8-12% revenue uplift starting in 2026 by enhancing subscription retention); and hormone health expansions like menopause/perimenopause and low testosterone treatments, already driving 10% of 2025 growth and poised for 20-25% annual expansion through data-driven personalization. Multi-cancer early detection (MCED) blood testing via the Galleri® test from GRAIL in the prior breakdown, even though it was bundled under longevity/preventive care. This is a significant new offering launched on February 4, 2026, providing subscribers (via the Labs platform) access to a simple annual blood test that screens for signals shared by over 50 types of cancer (including hard-to-detect ones like pancreatic, liver, ovarian, and lung) before symptoms appear. Hims & Hers is offering it at a discounted ~$700 (vs. retail $949), following their participation in GRAIL's $325 million private placement investment in late 2025, which strengthens the partnership and positions this as a core pillar of proactive/longevity care. This could help push Average growth to 30-35% vs 28.2%(my above revised projection). These levers, combined with a subscriber base exceeding 2.5 million (up 31% YoY) and AI-enhanced platform efficiency under new CTO leadership, support an upward revision to growth rates targeting 22-25% CAGR from 2026-2030 to meet the company's $6.5 billion revenue goal, far outpacing prior conservative estimates of mid-teens expansion. This high-growth scenario assumes execution on global scaling, regulatory navigation (FDA approvals for compounded alternatives), and margin recovery to 74-78% via vertical integration, positioning Hims & Hers as a comprehensive digital health ecosystem rather than a GLP-1-dependent player, with potential upside from emerging trends like peptide demand (up 144% in Google searches) and proactive wellness adoption. Not Financial Advice!
3:31

$HIMS| Adjustment on Growth toward 2030🧵 Not Financial Advice! FY2025: Revenue: $2.35B or 58% YoY (weightloss $740), Core $1.61B FY2026: Revenue $3.2B(36%) where weightloss may be down by 10-15% or flat. FY2027: Revenue $4.16B(30%) FY2028: Revenue: $5.2B(25%) FY2029 Revenue: $6.5B(25%) FY2030 Revenue: $8.12B(25%) I expect management to ramp up buyback from FCF generation while company is trading at under 2x P/S andrewdudum. The discontinuation of Hims & Hers' compounded oral semaglutide pill in early February 2026(after 2 days), prompted by FDA regulatory actions and legal pressures from Novo Nordisk, introduces near-term challenges to the weight loss segment but does not derail the company's broader growth trajectory, as it pivots aggressively toward diversification and high-potential expansions The weight loss category bolstered by liraglutide injectables, generic semaglutide in Canada, and non-GLP-1 personalized kits retains strong momentum, contributing approximately 31% of total revenue in 2025 and projected to grow at 15-20% annually through 2030, down from prior 60%+ rates but still adding $150-250 million yearly through cross-selling and retention. Offsetting this moderation are ambitious new expansions: international markets, now accounting for an initial 5-10% of revenue but scaling to 20% by 2030 via Canada entry (projected 10% growth contribution in 2026 from generic semaglutide and Livewell acquisition) and Europe/UK via Zava (adding 8-12% incremental growth through telehealth in Germany, France, and Ireland); diagnostics and labs, launched in late 2025 with Quest Diagnostics partnership and YourBio Health's pain-free blood sampling tech, offering 50-120 biomarker tests across heart, metabolism, hormones, inflammation, and stress, expected to generate 12-18% of total revenue by 2027 and ramp to a standalone $1 billion segment by 2030. Preventive care and longevity initiatives, set for full 2026 rollout including peptide manufacturing (via acquired U.S. facility, contributing 10-15% to growth through vertical integration and supply control), coenzymes, GLP/GIP blends for performance and recovery, and a $325 million Grail investment enabling multi-cancer early detection blood tests (projected to add 8-12% revenue uplift starting in 2026 by enhancing subscription retention); and hormone health expansions like menopause/perimenopause and low testosterone treatments, already driving 10% of 2025 growth and poised for 20-25% annual expansion through data-driven personalization. Multi-cancer early detection (MCED) blood testing via the Galleri® test from GRAIL in the prior breakdown, even though it was bundled under longevity/preventive care. This is a significant new offering launched on February 4, 2026, providing subscribers (via the Labs platform) access to a simple annual blood test that screens for signals shared by over 50 types of cancer (including hard-to-detect ones like pancreatic, liver, ovarian, and lung) before symptoms appear. Hims & Hers is offering it at a discounted ~$700 (vs. retail $949), following their participation in GRAIL's $325 million private placement investment in late 2025, which strengthens the partnership and positions this as a core pillar of proactive/longevity care. This could help push Average growth to 30-35% vs 28.2%(my above revised projection). These levers, combined with a subscriber base exceeding 2.5 million (up 31% YoY) and AI-enhanced platform efficiency under new CTO leadership, support an upward revision to growth rates targeting 22-25% CAGR from 2026-2030 to meet the company's $6.5 billion revenue goal, far outpacing prior conservative estimates of mid-teens expansion. This high-growth scenario assumes execution on global scaling, regulatory navigation (FDA approvals for compounded alternatives), and margin recovery to 74-78% via vertical integration, positioning Hims & Hers as a comprehensive digital health ecosystem rather than a GLP-1-dependent player, with potential upside from emerging trends like peptide demand (up 144% in Google searches) and proactive wellness adoption. Not Financial Advice!

Mike

273,519 görüntüleme • 6 ay önce

Michael Dell says the fastest way to wreck a company is to fill it with experts. He gets this from Henry Ford. "If I ever want to sabotage my competition, I would fill their ranks with experts. Experts tend to know so much, and they're so convinced that they're right, they'd get no work done." The cost isn't the bad prediction. It's the certainty. An expert who dismisses a new idea costs the company the next ten years of advantage. An expert who locks into a paradigm sees the world the way the paradigm allows. Dell points to AI as the live example. "If you took the top computer scientists and researchers in AI five years ago and said this is what's going to happen with LLMs in the next five years, probably 99 out of 100 would say no, that's not going to happen." The smartest people in the field. The ones with the credentials. The ones running the labs. Wrong. "At the limit, nobody knows anything." Most companies hire experts to remove uncertainty. Dell says the uncertainty is where the company lives. If you want to stop overthinking, and navigate any difficult decision, while supporting our channel... I made a full playbook breaking down the timeless decision-making mental models used by history's greatest thinkers. Comment "models" and follow GeniusThinking so I can DM you a copy. — Michael Dell ( Michael Dell 🇺🇸 ), founder & CEO of Dell Technologies, on David Senra's ( David Senra ) podcast
1:23

Michael Dell says the fastest way to wreck a company is to fill it with experts. He gets this from Henry Ford. "If I ever want to sabotage my competition, I would fill their ranks with experts. Experts tend to know so much, and they're so convinced that they're right, they'd get no work done." The cost isn't the bad prediction. It's the certainty. An expert who dismisses a new idea costs the company the next ten years of advantage. An expert who locks into a paradigm sees the world the way the paradigm allows. Dell points to AI as the live example. "If you took the top computer scientists and researchers in AI five years ago and said this is what's going to happen with LLMs in the next five years, probably 99 out of 100 would say no, that's not going to happen." The smartest people in the field. The ones with the credentials. The ones running the labs. Wrong. "At the limit, nobody knows anything." Most companies hire experts to remove uncertainty. Dell says the uncertainty is where the company lives. If you want to stop overthinking, and navigate any difficult decision, while supporting our channel... I made a full playbook breaking down the timeless decision-making mental models used by history's greatest thinkers. Comment "models" and follow GeniusThinking so I can DM you a copy. — Michael Dell ( Michael Dell 🇺🇸 ), founder & CEO of Dell Technologies, on David Senra's ( David Senra ) podcast

GeniusThinking

28,412 görüntüleme • 2 ay önce

Mark my words, Nebius will be the first Trillion dollar Neo-cloud company and here is why (Save this). Roman Chernin, CEO of Nebius just said on 20VC that Nebius raised prices and demand didn't move. When a company can raise prices and still have more demand than supply, that's the opportunity. Chernin also explained why he is deliberately not charging the maximum. As AI shifts from training, a one time cost to inference, which is the ongoing cost of serving every user and every query, compute pricing becomes the cost structure of the entire AI economy. If Nebius prices customers out, those customers cannot grow, and Nebius cannot grow with them. That is the compounding flywheel built directly into the revenue model. The numbers are already confirming it. Q1 2026 revenue came in at $399 million, up 684% year over year. The AI cloud segment grew 840% and represented 98% of total revenue. Adjusted EBITDA flipped positive to $129.5 million. And Nebius signed a long-term agreement with Meta worth up to $27 billion over five years, a hyperscaler outsourcing its own AI compute stack to a neocloud, which tells you that even companies with $50 billion capex budgets cannot build fast enough. Goldman Sachs says the consensus is underestimating 2027 hyperscaler capex by $500 billion. Every dollar hyperscalers cannot provision themselves flows to neoclouds like Nebius. As that gap widens, Nebius captures the overflow with 3 gigawatts of contracted power already secured and a CEO who just told you raising prices did not dent demand. Our subscribers are already up massively on Nebius and come join Milk Road Pro for our full breakdown, how to size Nebius against the broader neocloud opportunity, and our full AI thesis. Link below!
0:47

Mark my words, Nebius will be the first Trillion dollar Neo-cloud company and here is why (Save this). Roman Chernin, CEO of Nebius just said on 20VC that Nebius raised prices and demand didn't move. When a company can raise prices and still have more demand than supply, that's the opportunity. Chernin also explained why he is deliberately not charging the maximum. As AI shifts from training, a one time cost to inference, which is the ongoing cost of serving every user and every query, compute pricing becomes the cost structure of the entire AI economy. If Nebius prices customers out, those customers cannot grow, and Nebius cannot grow with them. That is the compounding flywheel built directly into the revenue model. The numbers are already confirming it. Q1 2026 revenue came in at $399 million, up 684% year over year. The AI cloud segment grew 840% and represented 98% of total revenue. Adjusted EBITDA flipped positive to $129.5 million. And Nebius signed a long-term agreement with Meta worth up to $27 billion over five years, a hyperscaler outsourcing its own AI compute stack to a neocloud, which tells you that even companies with $50 billion capex budgets cannot build fast enough. Goldman Sachs says the consensus is underestimating 2027 hyperscaler capex by $500 billion. Every dollar hyperscalers cannot provision themselves flows to neoclouds like Nebius. As that gap widens, Nebius captures the overflow with 3 gigawatts of contracted power already secured and a CEO who just told you raising prices did not dent demand. Our subscribers are already up massively on Nebius and come join Milk Road Pro for our full breakdown, how to size Nebius against the broader neocloud opportunity, and our full AI thesis. Link below!

Milk Road AI

15,677 görüntüleme • 2 ay önce

Larry Johnson, former NFL running back, and close personal friend of Beyoncé’s husband, Jay Z — says Jay Z totally embarrassed himself with his arrested development freestyle, and dress attire on stage at The Roots picnic.. Johnson says he really feels sad for Jay Z, who at 60 years old, claiming to be a billionaire, and is married with children — is trying to compete with younger Black talented artists, who are 30 to 40 years younger than him.. It makes one wonder if Jay Z is actually happy with his life — or could it be that the choices Jay Z has made in his life are now haunting him??? Johnson says that the compromised OG’s of hip hop are controlled opposition who are sent by record labels to destroy the careers of younger talented Black artists — and this is the sole reason Jay Z is attacking Drake, Nicki Minaj, and Tory Lanez.. Johnson explains how the music industry emasculates Black men, saying that this was the reason for Kendrick Lamar wearing a dress looking like a boy bride on a magazine cover — and why he wore women’s bell bottom jeans during his Super Bowl halftime performance… “The man who views the world the same at 50, as he did at 20, has wasted 30 years of his life.” Muhammad Ali
7:50

Larry Johnson, former NFL running back, and close personal friend of Beyoncé’s husband, Jay Z — says Jay Z totally embarrassed himself with his arrested development freestyle, and dress attire on stage at The Roots picnic.. Johnson says he really feels sad for Jay Z, who at 60 years old, claiming to be a billionaire, and is married with children — is trying to compete with younger Black talented artists, who are 30 to 40 years younger than him.. It makes one wonder if Jay Z is actually happy with his life — or could it be that the choices Jay Z has made in his life are now haunting him??? Johnson says that the compromised OG’s of hip hop are controlled opposition who are sent by record labels to destroy the careers of younger talented Black artists — and this is the sole reason Jay Z is attacking Drake, Nicki Minaj, and Tory Lanez.. Johnson explains how the music industry emasculates Black men, saying that this was the reason for Kendrick Lamar wearing a dress looking like a boy bride on a magazine cover — and why he wore women’s bell bottom jeans during his Super Bowl halftime performance… “The man who views the world the same at 50, as he did at 20, has wasted 30 years of his life.” Muhammad Ali

HarrietEve9

497,677 görüntüleme • 2 ay önce

#PauseForThought #SoulShackRadio I have deliberately taken my time before commenting on Thomas Tafirenyika Muchadura Mukanya Mapfumo's Thomas Mapfumo decision to accept the performance offer made by Wicknell Chivhayo. Emotions have been running high, but sometimes it is better to let the dust settle before offering an opinion. Many people have every right to feel disappointed. Mukanya has spent decades speaking truth to power, giving a voice to the ordinary Zimbabwean and refusing offers that he believed compromised his principles. That legacy cannot simply be erased. But I also think we should look at this from another angle. Thomas Mapfumo is not accepting a handout. He is not receiving charity. He is being paid for doing what he has done for more than half a century , performing his music. There is a difference. For decades, Mukanya gave Zimbabwe a soundtrack that defined generations. His music inspired, challenged, comforted and united millions. If someone now believes that contribution is worth paying US$1 million for, why should he apologise for earning it? Some will say he has changed. I would ask... At what point do we allow a man to stop fighting and simply enjoy the fruits of his life's work? He has already made his position known over many decades. History has already recorded where he stood. His record speaks for itself. There is little left for him to prove. Not long ago, after his rural home was destroyed by fire, a fundraising appeal reportedly struggled to raise even a fraction of its modest target. That should give us all pause. It is easy to tell a legend to remain uncompromising. It is much harder to support that legend when he needs us. If this performance fee allows Mukanya to enjoy his later years in comfort, surrounded by family, with the dignity he has earned through his own talent, then I genuinely wish him well. Perhaps this chapter may also open the door to something many Zimbabweans, regardless of political persuasion, have quietly wished to see for years , Thomas Mapfumo spending more time back in the country that gave birth to both the man and the music. There is something deeply special about a legend coming home. Every great story deserves a peaceful final chapter, and there is no place like home. Whether you agree with his decision or not, one thing remains unchanged... Thomas Mapfumo's contribution to Zimbabwean music, our liberation story and our national identity was secured long before this performance offer arrived. A paid performance cannot erase a lifetime of conviction. I wish Dr. Thomas Mapfumo safe travels, successful performances and, above all, peace and happiness in the years ahead. Legends deserve their flowers while they are still here.💐
1:16

#PauseForThought #SoulShackRadio I have deliberately taken my time before commenting on Thomas Tafirenyika Muchadura Mukanya Mapfumo's Thomas Mapfumo decision to accept the performance offer made by Wicknell Chivhayo. Emotions have been running high, but sometimes it is better to let the dust settle before offering an opinion. Many people have every right to feel disappointed. Mukanya has spent decades speaking truth to power, giving a voice to the ordinary Zimbabwean and refusing offers that he believed compromised his principles. That legacy cannot simply be erased. But I also think we should look at this from another angle. Thomas Mapfumo is not accepting a handout. He is not receiving charity. He is being paid for doing what he has done for more than half a century , performing his music. There is a difference. For decades, Mukanya gave Zimbabwe a soundtrack that defined generations. His music inspired, challenged, comforted and united millions. If someone now believes that contribution is worth paying US$1 million for, why should he apologise for earning it? Some will say he has changed. I would ask... At what point do we allow a man to stop fighting and simply enjoy the fruits of his life's work? He has already made his position known over many decades. History has already recorded where he stood. His record speaks for itself. There is little left for him to prove. Not long ago, after his rural home was destroyed by fire, a fundraising appeal reportedly struggled to raise even a fraction of its modest target. That should give us all pause. It is easy to tell a legend to remain uncompromising. It is much harder to support that legend when he needs us. If this performance fee allows Mukanya to enjoy his later years in comfort, surrounded by family, with the dignity he has earned through his own talent, then I genuinely wish him well. Perhaps this chapter may also open the door to something many Zimbabweans, regardless of political persuasion, have quietly wished to see for years , Thomas Mapfumo spending more time back in the country that gave birth to both the man and the music. There is something deeply special about a legend coming home. Every great story deserves a peaceful final chapter, and there is no place like home. Whether you agree with his decision or not, one thing remains unchanged... Thomas Mapfumo's contribution to Zimbabwean music, our liberation story and our national identity was secured long before this performance offer arrived. A paid performance cannot erase a lifetime of conviction. I wish Dr. Thomas Mapfumo safe travels, successful performances and, above all, peace and happiness in the years ahead. Legends deserve their flowers while they are still here.💐

King Jay🇿🇼

163,538 görüntüleme • 1 ay önce

Today, KOHO announced $130M in new capital at a $1.33B valuation. We’re very happy to welcome Mubadala, Savano Capital, tobi lutke, CEO, Founder of Shopify, and Michael Linford, COO of Affirm, to the KOHO story. We’re also grateful for the continued support of Drive Capital, Portage Ventures, Eldridge, BDC Capital, and HOOPP. One of my favourite things about KOHO is that the only way we win is if millions of Canadians choose us. We cannot out-spend or out-market. We have to out-build. The progress we have made reflects the progress our users have made. So, while we feel very proud of what’s behind us, we’re much more humbled by what’s in front of us. With this capital, we’ve earned the right to keep building on our promise to users. That job remains monumental, and we’re very honoured that we get to do the work. I want to thank the team for their incredible work these past few years. The world doesn’t yet know how talented, smart and kind the KOHO Collective is - but they will. I want to thank our investors for their continued trust and support. We’re lucky to have partners who recognize and support the need to take the longer view here. More than anything, I want to thank our users. We’ve come a long way with much farther to go. We’ll keep earning your trust every damn day. Back to work 🔥
0:40

Today, KOHO announced $130M in new capital at a $1.33B valuation. We’re very happy to welcome Mubadala, Savano Capital, tobi lutke, CEO, Founder of Shopify, and Michael Linford, COO of Affirm, to the KOHO story. We’re also grateful for the continued support of Drive Capital, Portage Ventures, Eldridge, BDC Capital, and HOOPP. One of my favourite things about KOHO is that the only way we win is if millions of Canadians choose us. We cannot out-spend or out-market. We have to out-build. The progress we have made reflects the progress our users have made. So, while we feel very proud of what’s behind us, we’re much more humbled by what’s in front of us. With this capital, we’ve earned the right to keep building on our promise to users. That job remains monumental, and we’re very honoured that we get to do the work. I want to thank the team for their incredible work these past few years. The world doesn’t yet know how talented, smart and kind the KOHO Collective is - but they will. I want to thank our investors for their continued trust and support. We’re lucky to have partners who recognize and support the need to take the longer view here. More than anything, I want to thank our users. We’ve come a long way with much farther to go. We’ll keep earning your trust every damn day. Back to work 🔥

Daniel Eberhard

25,943 görüntüleme • 2 ay önce

I used to think Brand was bullsh*t, so imagine my surprise when I was asked to speak at Meta's Performance Marketing Summit about Brand to a room of performance marketers How'd this happen? Many moons ago, I co-founded Chubbies. It's a nine-figure brand now: 8 straight years of top and bottom-line growth, EBITDA up 40% yoy But we almost went out of business first — running the exact playbook a lot of performance marketers are running right now CAC creeping up every year. Only 'growing' when we discounted harder, longer, wider. Same ads, same people, growth on loan from the algorithm Then we incorporated Brand into our 'performance' media, and revenue re-accelerated. More importantly, so did profit Here are 3 mistakes I made, 3 things I learned, and 3 actions you can take on Monday: Here's what I had wrong: 1. I thought brand was logos, fonts, or a brand book nobody opens 2. I thought spending ANY dollars on ads that didn't drive a conversion was the dumbest thing a performance marketer could do 3. And when I finally tried it, I chased the wrong thing — we went for meme-lord reach, piling up views with no connection back to the brand Here's what I know now: 1. Brand is the moat. It's pricing power. It's why people buy from you without you competing on price and features 2. The "trough of despair" everyone's scared of? It doesn't show up — because you fund brand by reallocating your least-efficient dollars, not by adding budget (and other reasons) 3. And it's accountable. Build a behavioral funnel, drive a real action like branded search, measure it with a geo-holdout. It's not a vibes contest More on this "trough of despair" being a nothing burger: 1. The brands we do this for don't see the trough. A ~$75M denim brand grew contribution dollars roughly 50% year over year — with new customers and total revenue climbing the whole time 2. An outdoor brand ran brand media alone — and the lift showed up everywhere its customers shop: its own site, Amazon, TikTok Shop, and strongest of all, 2.5x incremental revenue on a major brick-and-mortar retailer's shelves 3. A six-month geo-holdout showed brand driving 1.93x incremental revenue — while the saturated direct-response they'd been relying on was returning a blended 0.91x Les Binet's research concurs: grow your share of search, and good things follow So, three things you can do Monday: 1. Find the marginal return on your least-efficient dollars. Those can move to brand with no short-term revenue drop 2. Look at the creative you ship. Would your friends be hyped to see it — or "ugh, he's selling me something"? You want a healthy mix 3. Build your behavioral funnel. Define the action at every stage so brand stops being soft and starts being math The full vid is attached. Case studies in the comments. If you still think "performance" brand is bullsh*t — let's discuss What's the data you'd need to see to change your mind? Tell me where you're stuck/skeptical and let's get into it below
14:58

I used to think Brand was bullsh*t, so imagine my surprise when I was asked to speak at Meta's Performance Marketing Summit about Brand to a room of performance marketers How'd this happen? Many moons ago, I co-founded Chubbies. It's a nine-figure brand now: 8 straight years of top and bottom-line growth, EBITDA up 40% yoy But we almost went out of business first — running the exact playbook a lot of performance marketers are running right now CAC creeping up every year. Only 'growing' when we discounted harder, longer, wider. Same ads, same people, growth on loan from the algorithm Then we incorporated Brand into our 'performance' media, and revenue re-accelerated. More importantly, so did profit Here are 3 mistakes I made, 3 things I learned, and 3 actions you can take on Monday: Here's what I had wrong: 1. I thought brand was logos, fonts, or a brand book nobody opens 2. I thought spending ANY dollars on ads that didn't drive a conversion was the dumbest thing a performance marketer could do 3. And when I finally tried it, I chased the wrong thing — we went for meme-lord reach, piling up views with no connection back to the brand Here's what I know now: 1. Brand is the moat. It's pricing power. It's why people buy from you without you competing on price and features 2. The "trough of despair" everyone's scared of? It doesn't show up — because you fund brand by reallocating your least-efficient dollars, not by adding budget (and other reasons) 3. And it's accountable. Build a behavioral funnel, drive a real action like branded search, measure it with a geo-holdout. It's not a vibes contest More on this "trough of despair" being a nothing burger: 1. The brands we do this for don't see the trough. A ~$75M denim brand grew contribution dollars roughly 50% year over year — with new customers and total revenue climbing the whole time 2. An outdoor brand ran brand media alone — and the lift showed up everywhere its customers shop: its own site, Amazon, TikTok Shop, and strongest of all, 2.5x incremental revenue on a major brick-and-mortar retailer's shelves 3. A six-month geo-holdout showed brand driving 1.93x incremental revenue — while the saturated direct-response they'd been relying on was returning a blended 0.91x Les Binet's research concurs: grow your share of search, and good things follow So, three things you can do Monday: 1. Find the marginal return on your least-efficient dollars. Those can move to brand with no short-term revenue drop 2. Look at the creative you ship. Would your friends be hyped to see it — or "ugh, he's selling me something"? You want a healthy mix 3. Build your behavioral funnel. Define the action at every stage so brand stops being soft and starts being math The full vid is attached. Case studies in the comments. If you still think "performance" brand is bullsh*t — let's discuss What's the data you'd need to see to change your mind? Tell me where you're stuck/skeptical and let's get into it below

Preston Rutherford

12,336 görüntüleme • 3 ay önce

Nebius will be the first neocloud to hit $1 trillion dollar company and here is exactly why (Save this). As dylan patel says Jensen Huang absolutely hates a world where the hyperscalers have all the power. A world where Microsoft, Amazon, and Google are the only ones building compute is a world where Nvidia is slowly being squeezed by a handful of customers all simultaneously developing custom chips to replace Nvidia GPUs entirely. Google's TPU, Amazon's Trainium and Microsoft's Maia all exist for one reason, to cut Nvidia out of the stack and Jensen knows it so he is playing a long game most investors haven't registered yet. By funding NeoClouds and NeoLabs at scale, Jensen is deliberately engineering a multipolar compute world where no single hyperscaler can dictate terms and where Nvidia hardware remains the default infrastructure layer regardless of which model or platform ultimately wins. Nvidia has deployed roughly $40 billion in AI ecosystem investments across OpenAI, Anthropic, CoreWeave, Nebius, xAI, and dozens of infrastructure companies, all running almost exclusively on Nvidia chips, cementing GPU dependency across the entire AI stack.sedaily Every neocloud that survives and scales becomes a permanent Nvidia GPU customer structurally opposed to the hyperscalers building custom silicon expanding Nvidia's market while simultaneously weakening its biggest competitive threat. Dylan Patel described the neocloud ecosystem as throwing bait into the water and letting the best fish survive, warning that many heavily-backed teams will fail, but the ones that emerge will pull hundreds of millions in ARR right out of the gate. Nebius is that fish because it's the only neocloud operating at hyperscaler scale while remaining fully purpose-engineered for AI workloads from silicon to software. The numbers confirm Nebius has already cleared the survival bar that will eliminate most of the 200+ neoclouds competing right now. Revenue hit $399 million in Q1 2026, up 684% year-over-year, backed by $46 billion in contracted backlog, 3.5 GW of contracted power across seven site and a target of $7–$9 billion in annualized revenue by year-end. When Google approached neoclouds about deploying TPUs, Nebius said no, its Chief Revenue Officer noting that demand is 99% for Nvidia GPUs and that TPU interest comes almost entirely from former Google employees rather than the actual market. That alignment with Nvidia's ecosystem, at this scale, with this backlog, and this level of strategic backing is why Nebius sits in a category of one among the neocloud field. Patel framed the broader play correctly, every neocloud that survives makes Google's TPU and Amazon's Trainium structurally weaker simply by existing and five years from now, the winners will have reshaped the entire compute landscape in Nvidia's favor. Nebius is already hundreds of millions in ARR ahead of the competition while most of the field is still treading water. Milk Road subscribers are already up massively on the Nebius trade, and we are tracking the neocloud buildout as Nvidia works to reshape the entire compute market. Come join Milk Road Pro for our full Nebius breakdown, the valuation framework, the revenue targets we are watching, and the AI infrastructure names we like next for just $1. Link below!
2:12

Nebius will be the first neocloud to hit $1 trillion dollar company and here is exactly why (Save this). As dylan patel says Jensen Huang absolutely hates a world where the hyperscalers have all the power. A world where Microsoft, Amazon, and Google are the only ones building compute is a world where Nvidia is slowly being squeezed by a handful of customers all simultaneously developing custom chips to replace Nvidia GPUs entirely. Google's TPU, Amazon's Trainium and Microsoft's Maia all exist for one reason, to cut Nvidia out of the stack and Jensen knows it so he is playing a long game most investors haven't registered yet. By funding NeoClouds and NeoLabs at scale, Jensen is deliberately engineering a multipolar compute world where no single hyperscaler can dictate terms and where Nvidia hardware remains the default infrastructure layer regardless of which model or platform ultimately wins. Nvidia has deployed roughly $40 billion in AI ecosystem investments across OpenAI, Anthropic, CoreWeave, Nebius, xAI, and dozens of infrastructure companies, all running almost exclusively on Nvidia chips, cementing GPU dependency across the entire AI stack.sedaily Every neocloud that survives and scales becomes a permanent Nvidia GPU customer structurally opposed to the hyperscalers building custom silicon expanding Nvidia's market while simultaneously weakening its biggest competitive threat. Dylan Patel described the neocloud ecosystem as throwing bait into the water and letting the best fish survive, warning that many heavily-backed teams will fail, but the ones that emerge will pull hundreds of millions in ARR right out of the gate. Nebius is that fish because it's the only neocloud operating at hyperscaler scale while remaining fully purpose-engineered for AI workloads from silicon to software. The numbers confirm Nebius has already cleared the survival bar that will eliminate most of the 200+ neoclouds competing right now. Revenue hit $399 million in Q1 2026, up 684% year-over-year, backed by $46 billion in contracted backlog, 3.5 GW of contracted power across seven site and a target of $7–$9 billion in annualized revenue by year-end. When Google approached neoclouds about deploying TPUs, Nebius said no, its Chief Revenue Officer noting that demand is 99% for Nvidia GPUs and that TPU interest comes almost entirely from former Google employees rather than the actual market. That alignment with Nvidia's ecosystem, at this scale, with this backlog, and this level of strategic backing is why Nebius sits in a category of one among the neocloud field. Patel framed the broader play correctly, every neocloud that survives makes Google's TPU and Amazon's Trainium structurally weaker simply by existing and five years from now, the winners will have reshaped the entire compute landscape in Nvidia's favor. Nebius is already hundreds of millions in ARR ahead of the competition while most of the field is still treading water. Milk Road subscribers are already up massively on the Nebius trade, and we are tracking the neocloud buildout as Nvidia works to reshape the entire compute market. Come join Milk Road Pro for our full Nebius breakdown, the valuation framework, the revenue targets we are watching, and the AI infrastructure names we like next for just $1. Link below!

Milk Road AI

92,855 görüntüleme • 1 ay önce

Today is a hard and challenging day for the Powell children. Today Rachel Powell 🎗️ will be forced to separate from her babies because this government says Rachel Powell is a domestic terrorist, that she is a violent insurrectionist and she should be locked away never to be heard from again for the next five years of her life. Meanwhile, this same government watches all types of protesters and actual rioters burn down cities including police stations and federal buildings. They sit by and watch liberal lawyers throw molotov cocktails into police cars and they serve just a few months behind bars if that. Rachel is a good person, a great mother, and a strong woman! She made a bad decision on January 6 and she should be starting community service today not a 5-year prison sentence. Please, I am asking all of you, everyone, to keep this family in prayer, and pray for Rachel's young children during this tragic moment in their little lives. Rach, remember this - THIS is a TEMPORARY moment and you and your children will be fully intact again very soon! YOU are Loved and I and many others will remain by your side and the side of your babies, ALWAYS. Psalm 69:33 says FOR THE LORD LISTENS TO THE NEEDY and DOES NOT DESPISE HIS CAPTIVE PEOPLE. #Fedsurrection #January6th #January6th #dueprocessdenied #patriotfreedomproject #thisisrachelpowell Julie Kelly 🇺🇸 Shawn Farash Paul Ingrassia Steak for Breakfast Alan Jacoby Eagle Ed Martin Geri Perna Angie Wong Sherronna Bishop aka America's Mom Dinesh D'Souza Jeff Clark Rachel Cauley Derrick Evans 🇺🇸
0:35

Today is a hard and challenging day for the Powell children. Today Rachel Powell 🎗️ will be forced to separate from her babies because this government says Rachel Powell is a domestic terrorist, that she is a violent insurrectionist and she should be locked away never to be heard from again for the next five years of her life. Meanwhile, this same government watches all types of protesters and actual rioters burn down cities including police stations and federal buildings. They sit by and watch liberal lawyers throw molotov cocktails into police cars and they serve just a few months behind bars if that. Rachel is a good person, a great mother, and a strong woman! She made a bad decision on January 6 and she should be starting community service today not a 5-year prison sentence. Please, I am asking all of you, everyone, to keep this family in prayer, and pray for Rachel's young children during this tragic moment in their little lives. Rach, remember this - THIS is a TEMPORARY moment and you and your children will be fully intact again very soon! YOU are Loved and I and many others will remain by your side and the side of your babies, ALWAYS. Psalm 69:33 says FOR THE LORD LISTENS TO THE NEEDY and DOES NOT DESPISE HIS CAPTIVE PEOPLE. #Fedsurrection #January6th #January6th #dueprocessdenied #patriotfreedomproject #thisisrachelpowell Julie Kelly 🇺🇸 Shawn Farash Paul Ingrassia Steak for Breakfast Alan Jacoby Eagle Ed Martin Geri Perna Angie Wong Sherronna Bishop aka America's Mom Dinesh D'Souza Jeff Clark Rachel Cauley Derrick Evans 🇺🇸

Real Cynthia Hughes

1,294,814 görüntüleme • 2 yıl önce

MAME AMA TEXT SUMMARY Words from Founder Brian Sumner 🔶 BNB Save Meme Culture – MAME was never created to be another meme token chasing short-term hype. The mission has always been to rebuild real meme culture and create the kind of communities that made BNB Chain special years ago. The goal is to build a community that believes in something bigger than price action. Long-Term Vision – MAME is being developed as a complete IP, not just a token. The team is expanding the MAME universe through original storytelling, animations, characters, and content designed to grow the brand both inside and outside of crypto. Market Conditions – Current market conditions are largely driven by Bitcoin, with BNB following its movements. Since MAME's liquidity is backed by BNB, price fluctuations are expected. Despite short-term volatility, Brian remains confident in BNB's long-term growth and believes stronger market conditions will naturally bring more activity back to the ecosystem. BNB Chain & Meme Culture – The team continues working to reconnect BNB Chain with meme culture through discussions, partnerships, and community initiatives. Brian emphasized that memes are one of the biggest drivers of users, trading activity, and ecosystem growth, and MAME aims to help restore that culture. Buyback & Burn Strategy – During the AMA, Brian announced that every community buy would be matched with an equivalent Buyback & Burn by the team. He explained that Buyback & Burns are not random events, but part of a broader strategy to reward community participation, generate visibility, and continually reinvest back into MAME. Long-Term Holders – The current focus is attracting believers rather than short-term traders. Brian explained that building a strong community sometimes requires allowing short-term participants to exit while continuing to strengthen the base of long-term holders who genuinely support the project's vision. Transparency & Security – Brian reaffirmed that transparency remains one of the team's highest priorities. Team wallets and project funds remain under secure founder management to protect the project and provide confidence to the community. Marketing & Growth – The team will continue expanding MAME through strategic marketing, ecosystem partnerships, community campaigns, and original content. Every initiative is designed to strengthen the MAME brand rather than create temporary hype. Community – Brian thanked every community member creating artwork, content, and helping grow MAME organically. He emphasized that the community is the foundation of the project and one of its greatest strengths. Closing Message – MAME is still at the beginning of its journey. The focus remains on consistent execution, expanding the MAME universe, growing the community, and continuing the mission to Save Meme Culture.
30:13

MAME AMA TEXT SUMMARY Words from Founder Brian Sumner 🔶 BNB Save Meme Culture – MAME was never created to be another meme token chasing short-term hype. The mission has always been to rebuild real meme culture and create the kind of communities that made BNB Chain special years ago. The goal is to build a community that believes in something bigger than price action. Long-Term Vision – MAME is being developed as a complete IP, not just a token. The team is expanding the MAME universe through original storytelling, animations, characters, and content designed to grow the brand both inside and outside of crypto. Market Conditions – Current market conditions are largely driven by Bitcoin, with BNB following its movements. Since MAME's liquidity is backed by BNB, price fluctuations are expected. Despite short-term volatility, Brian remains confident in BNB's long-term growth and believes stronger market conditions will naturally bring more activity back to the ecosystem. BNB Chain & Meme Culture – The team continues working to reconnect BNB Chain with meme culture through discussions, partnerships, and community initiatives. Brian emphasized that memes are one of the biggest drivers of users, trading activity, and ecosystem growth, and MAME aims to help restore that culture. Buyback & Burn Strategy – During the AMA, Brian announced that every community buy would be matched with an equivalent Buyback & Burn by the team. He explained that Buyback & Burns are not random events, but part of a broader strategy to reward community participation, generate visibility, and continually reinvest back into MAME. Long-Term Holders – The current focus is attracting believers rather than short-term traders. Brian explained that building a strong community sometimes requires allowing short-term participants to exit while continuing to strengthen the base of long-term holders who genuinely support the project's vision. Transparency & Security – Brian reaffirmed that transparency remains one of the team's highest priorities. Team wallets and project funds remain under secure founder management to protect the project and provide confidence to the community. Marketing & Growth – The team will continue expanding MAME through strategic marketing, ecosystem partnerships, community campaigns, and original content. Every initiative is designed to strengthen the MAME brand rather than create temporary hype. Community – Brian thanked every community member creating artwork, content, and helping grow MAME organically. He emphasized that the community is the foundation of the project and one of its greatest strengths. Closing Message – MAME is still at the beginning of its journey. The focus remains on consistent execution, expanding the MAME universe, growing the community, and continuing the mission to Save Meme Culture.

MAME

13,071 görüntüleme • 1 ay önce

$TTMI TTM Technologies: The Strategic Nexus of AI and Defense Infrastructure. Investment Thesis. New: 6/22/26. TTM Technologies has moved well beyond its identity as a commodity circuit board manufacturer. The current business is increasingly defined by advanced interconnect solutions for AI server infrastructure and defense electronics — two segments where technical complexity creates qualification barriers and customer switching costs that standard PCB suppliers cannot access. That repositioning is reflected in the financial results: record revenue and earnings forecasts validate that the mix shift is producing real margin improvement rather than just revenue growth. The defense backlog is the most durable component of the demand picture. A $1.6 billion backlog tied to programs like the F-35 and missile defense systems represents contracted, long-cycle revenue with a customer — the U.S. government — whose procurement commitments are structurally more stable than commercial technology spending. That backlog provides a financial foundation that makes the AI infrastructure growth story less binary than it would appear in isolation. AI server infrastructure is the higher-growth but less predictable demand driver. Interconnect complexity in AI server configurations is increasing as rack architectures evolve, which expands content per system and supports TTM's technical differentiation. The risk is that AI infrastructure spending is more cyclical and customer-concentrated than defense, and the technical requirements are evolving quickly enough that manufacturing capability needs to stay ahead of customer specifications on a shorter development cycle than defense programs typically demand. Capital expenditure intensity is the financial constraint that the demand environment doesn't resolve. Simultaneous investment in specialized U.S. and Malaysia facilities alongside European acquisitions represents a heavy parallel deployment of capital that requires each initiative to execute on schedule and at projected returns. Free cash flow conversion will lag revenue growth during this investment phase, and the degree of that lag — and how quickly it normalizes — is the primary financial metric the new CEO needs to demonstrate control over. Leadership transition is well-timed in one sense and risky in another. A technically focused CEO is the right profile for a company whose competitive differentiation rests on manufacturing process capability, but new leadership inheriting a rapid scaling program across multiple geographies introduces execution continuity risk at a moment when the capital deployment decisions being made now will define the return profile for years. The bottleneck supplier positioning is the right long-term frame. Advanced interconnect for AI and defense is not a commoditizing market, and TTM's manufacturing investments are building capability depth that takes time to replicate. Sustaining that technological edge as competition intensifies — particularly from Asian manufacturers with lower cost structures — is the strategic challenge that underlies every near-term financial metric.
12:08

$TTMI TTM Technologies: The Strategic Nexus of AI and Defense Infrastructure. Investment Thesis. New: 6/22/26. TTM Technologies has moved well beyond its identity as a commodity circuit board manufacturer. The current business is increasingly defined by advanced interconnect solutions for AI server infrastructure and defense electronics — two segments where technical complexity creates qualification barriers and customer switching costs that standard PCB suppliers cannot access. That repositioning is reflected in the financial results: record revenue and earnings forecasts validate that the mix shift is producing real margin improvement rather than just revenue growth. The defense backlog is the most durable component of the demand picture. A $1.6 billion backlog tied to programs like the F-35 and missile defense systems represents contracted, long-cycle revenue with a customer — the U.S. government — whose procurement commitments are structurally more stable than commercial technology spending. That backlog provides a financial foundation that makes the AI infrastructure growth story less binary than it would appear in isolation. AI server infrastructure is the higher-growth but less predictable demand driver. Interconnect complexity in AI server configurations is increasing as rack architectures evolve, which expands content per system and supports TTM's technical differentiation. The risk is that AI infrastructure spending is more cyclical and customer-concentrated than defense, and the technical requirements are evolving quickly enough that manufacturing capability needs to stay ahead of customer specifications on a shorter development cycle than defense programs typically demand. Capital expenditure intensity is the financial constraint that the demand environment doesn't resolve. Simultaneous investment in specialized U.S. and Malaysia facilities alongside European acquisitions represents a heavy parallel deployment of capital that requires each initiative to execute on schedule and at projected returns. Free cash flow conversion will lag revenue growth during this investment phase, and the degree of that lag — and how quickly it normalizes — is the primary financial metric the new CEO needs to demonstrate control over. Leadership transition is well-timed in one sense and risky in another. A technically focused CEO is the right profile for a company whose competitive differentiation rests on manufacturing process capability, but new leadership inheriting a rapid scaling program across multiple geographies introduces execution continuity risk at a moment when the capital deployment decisions being made now will define the return profile for years. The bottleneck supplier positioning is the right long-term frame. Advanced interconnect for AI and defense is not a commoditizing market, and TTM's manufacturing investments are building capability depth that takes time to replicate. Sustaining that technological edge as competition intensifies — particularly from Asian manufacturers with lower cost structures — is the strategic challenge that underlies every near-term financial metric.

TheValueist

12,877 görüntüleme • 1 ay önce

Token $CP of #CypressCoin System Token CP is a utility token on the Moonbeam blockchain platform, backed by Cypress Capital. It functions as an investment fund index managed by Cypress Capital, with the objective of maximizing profits through investments in Polkadot and its Parachains. Notably, Token CP has a unique characteristic where its Floor price increases by 12% annually, while the Ceiling price remains unlimited. This feature has been effective since 2022. Overview The Founder, driven by the core values of "decentralization and transparency," has been actively involved in Bitcoin research and investments since 2012. Project Significance Tailored for investors prioritizing security, the project introduces a product with an annual 12% increase in the floor price, while the ceiling price adjusts based on market conditions. The project is guided by a leader, a council, and a team of core holders. With a vision of decentralization and transparency, the project aims to progressively transfer management authority to the community. Project Operation The project employs Moonbeam's Multisig solution for governance, involving the Leader, Council, and Core Holders within the community. According to the principle, the highest security items, such as long-term liquidity holdings, are stored in addresses managed by the community. Assets needed for transactions and advertising budgets are stored in the director's address. The Council holds assets between these two levels, like the quantity of CP tokens not yet in circulation and liquidity that needs adjustment based on market conditions. The community representative group comprises members holding at least 1 million CP, and their total tokens account for 50% or more of the circulating supply (mbeam:0x012f3c193E6D78BaBEC52F8AbE6b7B0c443D3bCf). Decisions are made through a vote with over 75% approval. Each member must hold 500k CP in their operating budget, refundable upon ceasing to be a representative. The Council, identified by the address mbeam:0xF33D7751De5927F0B80Ef3C3e4fA75581754C980, operates through consensus with over 90% agreement. The responsibility upon joining the leadership team is to ensure the project's sustainable development, fulfilling commitments to small investors. The benefit includes access to insider information, allowing proactive trading during an uptrend. Attendance is mandatory: Community representatives and management members need to check in monthly, while the director needs to check in weekly. All these processes are executed on the blockchain, eliminating the need for members to know each other in real life. For more information, please visit our website or join our Telegram community! Key products within the CypressCapital portfolio include: 1. CP Token in the Moonbeam Network: - Floor price increases by 12% annually. - No limit to the ceiling price. - Established and maintained since 2022. 2. Cypress Meme in DOT Assets Hub 3. CypressCoin in DOT Assets Hub 4. Stable Cypress "StabCP": - Starts at $1. - Price increases by 12% annually. 5. Cypress Parachain
3:22

Token $CP of #CypressCoin System Token CP is a utility token on the Moonbeam blockchain platform, backed by Cypress Capital. It functions as an investment fund index managed by Cypress Capital, with the objective of maximizing profits through investments in Polkadot and its Parachains. Notably, Token CP has a unique characteristic where its Floor price increases by 12% annually, while the Ceiling price remains unlimited. This feature has been effective since 2022. Overview The Founder, driven by the core values of "decentralization and transparency," has been actively involved in Bitcoin research and investments since 2012. Project Significance Tailored for investors prioritizing security, the project introduces a product with an annual 12% increase in the floor price, while the ceiling price adjusts based on market conditions. The project is guided by a leader, a council, and a team of core holders. With a vision of decentralization and transparency, the project aims to progressively transfer management authority to the community. Project Operation The project employs Moonbeam's Multisig solution for governance, involving the Leader, Council, and Core Holders within the community. According to the principle, the highest security items, such as long-term liquidity holdings, are stored in addresses managed by the community. Assets needed for transactions and advertising budgets are stored in the director's address. The Council holds assets between these two levels, like the quantity of CP tokens not yet in circulation and liquidity that needs adjustment based on market conditions. The community representative group comprises members holding at least 1 million CP, and their total tokens account for 50% or more of the circulating supply (mbeam:0x012f3c193E6D78BaBEC52F8AbE6b7B0c443D3bCf). Decisions are made through a vote with over 75% approval. Each member must hold 500k CP in their operating budget, refundable upon ceasing to be a representative. The Council, identified by the address mbeam:0xF33D7751De5927F0B80Ef3C3e4fA75581754C980, operates through consensus with over 90% agreement. The responsibility upon joining the leadership team is to ensure the project's sustainable development, fulfilling commitments to small investors. The benefit includes access to insider information, allowing proactive trading during an uptrend. Attendance is mandatory: Community representatives and management members need to check in monthly, while the director needs to check in weekly. All these processes are executed on the blockchain, eliminating the need for members to know each other in real life. For more information, please visit our website or join our Telegram community! Key products within the CypressCapital portfolio include: 1. CP Token in the Moonbeam Network: - Floor price increases by 12% annually. - No limit to the ceiling price. - Established and maintained since 2022. 2. Cypress Meme in DOT Assets Hub 3. CypressCoin in DOT Assets Hub 4. Stable Cypress "StabCP": - Starts at $1. - Price increases by 12% annually. 5. Cypress Parachain

Founder of CypressCapital on Blockchains

551,807 görüntüleme • 2 yıl önce

The Guardian’s Chris McGreal (Chris McGreal) claims some of the biggest names in Silicon Valley—Elon Musk, Peter Thiel, David Sacks, and Roelof Botha, what he calls the 'PayPal Mafia' were either born in South Africa or grew up there during apartheid. He says they have deep personal and family ties to apartheid-era South Africa, and discusses how their influence is now shaping U.S. politics. According to him, Musk, born and raised in South Africa, attended Pretoria Boys High, a largely whites-only institution, before moving to Canada at 18. His father, Errol Musk, made a fortune through investments in Zambian emerald mines, where conditions were notoriously brutal. Peter Thiel, a PayPal co-founder, spent his childhood in Namibia (then a South African colony) in a town where people openly saluted Hitler and celebrated his birthday. David Sacks, now Trump’s AI and crypto czar, was born in Cape Town and raised within the white South African diaspora, while Roelof Botha is the grandson of Pik Botha, apartheid South Africa’s last foreign minister, who spent years whitewashing the regime’s global image. The investigation also reveals that Musk’s maternal grandfather, Joshua Haldeman, was an open neo-Nazi who moved to South Africa in 1950 because he supported apartheid. This network of billionaires, now dubbed the "PayPal Mafia," has growing political power, with their influence reportedly playing a role in efforts to cut U.S. aid to South Africa and grant white Afrikaners refugee status in the U.S., a campaign pushed by the group Afriforum, which claims Afrikaners are victims of post-apartheid discrimination.
7:45

The Guardian’s Chris McGreal (Chris McGreal) claims some of the biggest names in Silicon Valley—Elon Musk, Peter Thiel, David Sacks, and Roelof Botha, what he calls the 'PayPal Mafia' were either born in South Africa or grew up there during apartheid. He says they have deep personal and family ties to apartheid-era South Africa, and discusses how their influence is now shaping U.S. politics. According to him, Musk, born and raised in South Africa, attended Pretoria Boys High, a largely whites-only institution, before moving to Canada at 18. His father, Errol Musk, made a fortune through investments in Zambian emerald mines, where conditions were notoriously brutal. Peter Thiel, a PayPal co-founder, spent his childhood in Namibia (then a South African colony) in a town where people openly saluted Hitler and celebrated his birthday. David Sacks, now Trump’s AI and crypto czar, was born in Cape Town and raised within the white South African diaspora, while Roelof Botha is the grandson of Pik Botha, apartheid South Africa’s last foreign minister, who spent years whitewashing the regime’s global image. The investigation also reveals that Musk’s maternal grandfather, Joshua Haldeman, was an open neo-Nazi who moved to South Africa in 1950 because he supported apartheid. This network of billionaires, now dubbed the "PayPal Mafia," has growing political power, with their influence reportedly playing a role in efforts to cut U.S. aid to South Africa and grant white Afrikaners refugee status in the U.S., a campaign pushed by the group Afriforum, which claims Afrikaners are victims of post-apartheid discrimination.

Simon Ateba

20,968 görüntüleme • 1 yıl önce

American-made drone smashes performance metrics at Chinese prices | Loz Blain, New Atlas A new drone company has exploded out of stealth mode in the USA with incredible claims about its first product, saying it'll fly 4X longer, 10X further, 10X quieter and carry 5X more payload than leading competitors – while competing with China on cost. Let's start with the numbers. Silicon Valley-based SiFly has announced two industrially targeted models with some absolutely ludicrous stats attached. The smaller Q12 platform carries up to 10 lb (4.5 kg) of payload. It can hover for a remarkable two hours - or manage three hours in forward flight, for an operational range of 90 miles (145 km). The company says it's radically quieter than anything in its class as well, and "nearly silent at 100 meters" (328 ft). Deliveries are slated to begin at the end of the year. The larger Q250 platform is built for heavy lift, and capable of carrying a 200 lb (90.7-kg) payload for 100 minutes of endurance. Set for launch in 2026, it's designed for fire suppression, cargo missions and crop spraying at a fraction of what the usual helicopter would cost. "Commercial drones have long forced organizations to compromise between flight duration, payload capacity, and operational range," said Brian Hinman, Founder and CEO of SiFly, in a press release. "We eliminated those trade-offs. SiFly drones are transforming emergency response, infrastructure inspection, and logistics – delivering helicopter-class performance at drone economics." The company says it's validated its performance claims in real-world operations, naming California's Amaral Ranches as an early pre-launch deployment partner. The question of course is ... how? Drones are a well-understood technology now that's been dominated from the very beginning by Chinese companies. If SiFly's figures hold up and this company truly puts 4-10X multiples on these key performance stats, it's sitting on some revolutionary technology advances in energy storage, propulsion, aerodynamics and/or materials – areas that are already highly optimized after more than a decade of commercial and industrial drone development. Annoyingly, there's nothing particularly revolutionary-looking in the renders, and SiFly has yet to explain exactly how it's achieved such a radical leap in performance – not to mention how it's managed to design and manufacture in the USA at prices competitive with Chinese competition. Or indeed, what these prices are. Which would give this company a strong whiff of vapor... But former NASA Chief Technologist for On-Demand Mobility and current Whisper Aero CEO Mark Moore (who knows a thing or two about quiet propulsion systems at the very least) lends this group some third-party credibility in a LinkedIn post: "SiFly's reveal today is kinda breathtaking in terms of capabilities," he writes. "I've personally been able to see this drone develop through the years, and know the principals as serious players. The specifications they've achieved are really impressive, from the empty weight fraction to the cruise Lift/Drag - this is the best multicopter out there, by far. And while they don't hype it up, they've designed this product to be affordable so that it can be used en masse as a swarming solution. Well worth a watch. Well worth the money. Awesome job!" Read more:
2:32

American-made drone smashes performance metrics at Chinese prices | Loz Blain, New Atlas A new drone company has exploded out of stealth mode in the USA with incredible claims about its first product, saying it'll fly 4X longer, 10X further, 10X quieter and carry 5X more payload than leading competitors – while competing with China on cost. Let's start with the numbers. Silicon Valley-based SiFly has announced two industrially targeted models with some absolutely ludicrous stats attached. The smaller Q12 platform carries up to 10 lb (4.5 kg) of payload. It can hover for a remarkable two hours - or manage three hours in forward flight, for an operational range of 90 miles (145 km). The company says it's radically quieter than anything in its class as well, and "nearly silent at 100 meters" (328 ft). Deliveries are slated to begin at the end of the year. The larger Q250 platform is built for heavy lift, and capable of carrying a 200 lb (90.7-kg) payload for 100 minutes of endurance. Set for launch in 2026, it's designed for fire suppression, cargo missions and crop spraying at a fraction of what the usual helicopter would cost. "Commercial drones have long forced organizations to compromise between flight duration, payload capacity, and operational range," said Brian Hinman, Founder and CEO of SiFly, in a press release. "We eliminated those trade-offs. SiFly drones are transforming emergency response, infrastructure inspection, and logistics – delivering helicopter-class performance at drone economics." The company says it's validated its performance claims in real-world operations, naming California's Amaral Ranches as an early pre-launch deployment partner. The question of course is ... how? Drones are a well-understood technology now that's been dominated from the very beginning by Chinese companies. If SiFly's figures hold up and this company truly puts 4-10X multiples on these key performance stats, it's sitting on some revolutionary technology advances in energy storage, propulsion, aerodynamics and/or materials – areas that are already highly optimized after more than a decade of commercial and industrial drone development. Annoyingly, there's nothing particularly revolutionary-looking in the renders, and SiFly has yet to explain exactly how it's achieved such a radical leap in performance – not to mention how it's managed to design and manufacture in the USA at prices competitive with Chinese competition. Or indeed, what these prices are. Which would give this company a strong whiff of vapor... But former NASA Chief Technologist for On-Demand Mobility and current Whisper Aero CEO Mark Moore (who knows a thing or two about quiet propulsion systems at the very least) lends this group some third-party credibility in a LinkedIn post: "SiFly's reveal today is kinda breathtaking in terms of capabilities," he writes. "I've personally been able to see this drone develop through the years, and know the principals as serious players. The specifications they've achieved are really impressive, from the empty weight fraction to the cruise Lift/Drag - this is the best multicopter out there, by far. And while they don't hype it up, they've designed this product to be affordable so that it can be used en masse as a swarming solution. Well worth a watch. Well worth the money. Awesome job!" Read more:

Owen Gregorian

72,742 görüntüleme • 1 yıl önce

Hindu-hater DMK has once again revealed its vicious face — this time stooping so low that they could not even spare our revered forefather, a legend who ignited the fire of patriotism among freedom fighters, the great mind behind Vande Mataram, Shri Bankim Chandra Chattopadhyay. During the parliamentary discussion on the 150 years of Vande Mataram, DMK MP A. Raja spewed baseless, incendiary claims against Bankim Chandra, showing a shocking disregard for history and national sentiment. ⚠️ He irresponsibly linked Bengal’s communal tensions to Bankim Chandra’s writings, twisting facts in an attempt to paint him as regressive and anti-reform — a narrative that has no grounding in truth. Raja’s accusation that Bankim Chandra opposed women’s education and social reform is deeply misleading. Bankim believed real reform must arise from a renewed and awakened Hindu society, not just from superficial legislation — a difference in approach, not in values. Through his novels, Bankim Chandra introduced strong, layered, assertive female characters and consistently encouraged women’s education. His legacy stands in complete contrast to the slander thrown at him. Therefore, A. Raja deserves unequivocal condemnation for distorting the legacy of a national icon. These remarks are not only factually wrong, but they insult one of India’s most respected nationalist thinkers and strike at the heart of Bengal’s cultural pride. 🛑 And yet, the self-proclaimed guardian of Bengal, Mamata Banerjee, remains silent — her voice muted by appeasement politics. At a moment when she should be defending Bengal’s honour, she chooses convenience over courage. Her silence left us only with one question: Does she endorse the statements made by her INDI alliance colleague? Or will she again let DMK walk away after insulting Bengalis, just as RJD remained silent when DMK mocked Biharis — all because challenging their allies might disturb her precious vote bank? 🎭 𝐌𝐚𝐦𝐚𝐭𝐚 𝐁𝐚𝐧𝐞𝐫𝐣𝐞𝐞 𝐦𝐮𝐬𝐭 𝐚𝐧𝐬𝐰𝐞𝐫: 𝐈𝐬 𝐁𝐞𝐧𝐠𝐚𝐥’𝐬 𝐩𝐫𝐢𝐝𝐞 𝐧𝐞𝐠𝐨𝐭𝐢𝐚𝐛𝐥𝐞 𝐟𝐨𝐫 𝐩𝐨𝐰𝐞𝐫?
3:39

Hindu-hater DMK has once again revealed its vicious face — this time stooping so low that they could not even spare our revered forefather, a legend who ignited the fire of patriotism among freedom fighters, the great mind behind Vande Mataram, Shri Bankim Chandra Chattopadhyay. During the parliamentary discussion on the 150 years of Vande Mataram, DMK MP A. Raja spewed baseless, incendiary claims against Bankim Chandra, showing a shocking disregard for history and national sentiment. ⚠️ He irresponsibly linked Bengal’s communal tensions to Bankim Chandra’s writings, twisting facts in an attempt to paint him as regressive and anti-reform — a narrative that has no grounding in truth. Raja’s accusation that Bankim Chandra opposed women’s education and social reform is deeply misleading. Bankim believed real reform must arise from a renewed and awakened Hindu society, not just from superficial legislation — a difference in approach, not in values. Through his novels, Bankim Chandra introduced strong, layered, assertive female characters and consistently encouraged women’s education. His legacy stands in complete contrast to the slander thrown at him. Therefore, A. Raja deserves unequivocal condemnation for distorting the legacy of a national icon. These remarks are not only factually wrong, but they insult one of India’s most respected nationalist thinkers and strike at the heart of Bengal’s cultural pride. 🛑 And yet, the self-proclaimed guardian of Bengal, Mamata Banerjee, remains silent — her voice muted by appeasement politics. At a moment when she should be defending Bengal’s honour, she chooses convenience over courage. Her silence left us only with one question: Does she endorse the statements made by her INDI alliance colleague? Or will she again let DMK walk away after insulting Bengalis, just as RJD remained silent when DMK mocked Biharis — all because challenging their allies might disturb her precious vote bank? 🎭 𝐌𝐚𝐦𝐚𝐭𝐚 𝐁𝐚𝐧𝐞𝐫𝐣𝐞𝐞 𝐦𝐮𝐬𝐭 𝐚𝐧𝐬𝐰𝐞𝐫: 𝐈𝐬 𝐁𝐞𝐧𝐠𝐚𝐥’𝐬 𝐩𝐫𝐢𝐝𝐞 𝐧𝐞𝐠𝐨𝐭𝐢𝐚𝐛𝐥𝐞 𝐟𝐨𝐫 𝐩𝐨𝐰𝐞𝐫?

BJP

74,384 görüntüleme • 8 ay önce

Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this). Leopold Aschenbrenner, the former OpenAI researcher who wrote the 165-page essay predicting AGI within this decade and then launched the $13.7 billion Situational Awareness Fund around that thesis just filed a 13G disclosing a 5.6% stake in Nebius, representing 12.41 million Class A shares. This is the man whose entire investment framework is built on one core conviction, AI will advance faster than anyone expects, and the binding constraint will not be algorithms or model architectures, it will be physical computing infrastructure, data center capacity, and energy. Now look at what Nebius actually is and why this conviction is justified by the numbers alone. Nebius is a GPU native AI cloud platform, a neocloud built from the ground up specifically for AI training and inference workloads, founded by Arkady Volozh, the former CEO of Yandex who divested all non-Russian assets and left Russia in direct opposition to Putin before relisting the company on Nasdaq. In Q1 2026, Nebius reported $399 million in revenue, a 684% increase year over year from just $50.9 million while also delivering EBITDA and adjusted EPS that beat consensus estimates by 43% and 50% respectively, in a quarter where analysts had already built in aggressive assumptions. The scale of the infrastructure buildout is what makes the valuation argument so compelling. Nebius has raised its contracted power capacity guidance to over 4 gigawatts for 2026, with a target of 5 gigawatts of AI computing capacity deployed by 2030, including multiple gigawatt-scale AI factories across the United States and Europe. The Finland campus coming soon to Lappeenranta will be 310 megawatts powered by low-carbon energy, making it one of the largest AI data centers in Europe, specifically located in a cold-climate, energy-stable region that dramatically reduces cooling costs and carbon intensity. The 2026 capacity is already effectively sold out according to management disclosures, which means every megawatt Nebius brings online has a revenue contract attached to it before the facility opens. The strategic backing validates the thesis at every level. NVIDIA committed a $2 billion strategic investment in Nebius by 2030, with the two companies co-developing an inference stack, implementing NVIDIA's GPU health monitoring systems, and deploying next-generation architectures including Rubin GPUs, Vera CPUs, and Bluefield storage systems meaning Nebius gets preferential access to the hardware that every other AI company is begging Jensen Huang for. Meta signed a $27 billion agreement with Nebius, with $12 billion in dedicated computing resources confirmed and up to $15 billion in additional capacity over the coming years. And Nebius just partnered with Bloom Energy on a $2.6 billion deal guaranteeing 328 megawatts of installed capacity through modular fuel cell systems behind the meter power that eliminates grid dependency and accelerates deployment timelines. The forward valuation math is where the undervaluation case becomes undeniable. Nebius is pricing in $3.5 billion in revenue for 2026 and $11 billion for 2027, which puts the forward price-to-sales ratio at 16.6 times for this year and just 5.3 times for next year for a company growing revenue at 684% year over year with sold out capacity, NVIDIA backing, a $27 billion Meta contract, and a path to 4+ gigawatts of contracted power. Milk Road has been positioned in Nebius and we believe the convergence of Leopold's conviction stake, NVIDIA's $2 billion endorsement, Meta's $27 billion commitment, and a physical infrastructure buildout that is sold out before it opens represents one of the highest-quality risk-reward setups in AI infrastructure today. Come join Milk Road Pro and get our full Nebius thesis including the exact framework we use to think about neocloud valuation, the power capacity math that determines when revenue accelerates, and every catalyst we are watching through 2027. Link in bio/below.
0:20

Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this). Leopold Aschenbrenner, the former OpenAI researcher who wrote the 165-page essay predicting AGI within this decade and then launched the $13.7 billion Situational Awareness Fund around that thesis just filed a 13G disclosing a 5.6% stake in Nebius, representing 12.41 million Class A shares. This is the man whose entire investment framework is built on one core conviction, AI will advance faster than anyone expects, and the binding constraint will not be algorithms or model architectures, it will be physical computing infrastructure, data center capacity, and energy. Now look at what Nebius actually is and why this conviction is justified by the numbers alone. Nebius is a GPU native AI cloud platform, a neocloud built from the ground up specifically for AI training and inference workloads, founded by Arkady Volozh, the former CEO of Yandex who divested all non-Russian assets and left Russia in direct opposition to Putin before relisting the company on Nasdaq. In Q1 2026, Nebius reported $399 million in revenue, a 684% increase year over year from just $50.9 million while also delivering EBITDA and adjusted EPS that beat consensus estimates by 43% and 50% respectively, in a quarter where analysts had already built in aggressive assumptions. The scale of the infrastructure buildout is what makes the valuation argument so compelling. Nebius has raised its contracted power capacity guidance to over 4 gigawatts for 2026, with a target of 5 gigawatts of AI computing capacity deployed by 2030, including multiple gigawatt-scale AI factories across the United States and Europe. The Finland campus coming soon to Lappeenranta will be 310 megawatts powered by low-carbon energy, making it one of the largest AI data centers in Europe, specifically located in a cold-climate, energy-stable region that dramatically reduces cooling costs and carbon intensity. The 2026 capacity is already effectively sold out according to management disclosures, which means every megawatt Nebius brings online has a revenue contract attached to it before the facility opens. The strategic backing validates the thesis at every level. NVIDIA committed a $2 billion strategic investment in Nebius by 2030, with the two companies co-developing an inference stack, implementing NVIDIA's GPU health monitoring systems, and deploying next-generation architectures including Rubin GPUs, Vera CPUs, and Bluefield storage systems meaning Nebius gets preferential access to the hardware that every other AI company is begging Jensen Huang for. Meta signed a $27 billion agreement with Nebius, with $12 billion in dedicated computing resources confirmed and up to $15 billion in additional capacity over the coming years. And Nebius just partnered with Bloom Energy on a $2.6 billion deal guaranteeing 328 megawatts of installed capacity through modular fuel cell systems behind the meter power that eliminates grid dependency and accelerates deployment timelines. The forward valuation math is where the undervaluation case becomes undeniable. Nebius is pricing in $3.5 billion in revenue for 2026 and $11 billion for 2027, which puts the forward price-to-sales ratio at 16.6 times for this year and just 5.3 times for next year for a company growing revenue at 684% year over year with sold out capacity, NVIDIA backing, a $27 billion Meta contract, and a path to 4+ gigawatts of contracted power. Milk Road has been positioned in Nebius and we believe the convergence of Leopold's conviction stake, NVIDIA's $2 billion endorsement, Meta's $27 billion commitment, and a physical infrastructure buildout that is sold out before it opens represents one of the highest-quality risk-reward setups in AI infrastructure today. Come join Milk Road Pro and get our full Nebius thesis including the exact framework we use to think about neocloud valuation, the power capacity math that determines when revenue accelerates, and every catalyst we are watching through 2027. Link in bio/below.

Milk Road AI

61,932 görüntüleme • 2 ay önce

Swedish company helps Russian elite bypass EU sanctions to vacation in Europe - French Alps among top destinations Public broadcaster SVT can reveal how the Swedish tech company Avinode is being used by the Russian elite to circumvent sanctions. Representatives of the company have recommended that Russian client companies establish subsidiaries in third countries. Avinode declines to participate in an interview but states that measures have been taken, SVT reports. Story by SVT's Maria Georgieva 23 April 2026 at 06:03 CET Despite Russian private jets being banned in the EU following the invasion of Ukraine in 2022, SVT’s investigation shows that Avinode is being used by the Russian elite—including oligarchs and individuals subject to sanctions—to continue flying internationally. Avinode connects flight operators with aircraft brokers for private jet bookings. However, several independent sources report that Avinode staff recommended Russian customers to re-register their companies in other countries when the sanctions were introduced. SVT’s investigation reveals that Russian aircraft brokers have opened offices in countries such as Turkey, Cyprus, and the United Arab Emirates. In this way, they can conceal Russian connections and retain access to the European market despite the sanctions. By posing as a representative of a sanctioned Russian citizen, SVT was offered trips by Russian brokers who confirmed that they use Avinode. “The key issue is the extent to which the Swedish company Avinode knew that they were providing services to Russian customers, or to customers acting on behalf of Russians. If they knew this was the case, then in my view it would constitute a violation of the EU sanctions,” says sanctions lawyer Alexandre Prezanti. CEO refuses interview SVT has contacted Avinode’s CEO Oliver King and founder Per Marthinsson. The company has declined a recorded interview and has responded via email to some of SVT’s questions. Avinode states that it has strengthened its customer due diligence since the invasion of Ukraine and has terminated cooperation with some of the companies featured in SVT’s investigation. The company admits shortcomings in its routines, but claims these were the result of actions by a single employee. The company says it lacks sufficient documentation to terminate cooperation with some of the re-registered companies that SVT has identified. “We still have no knowledge of any connection between these entities and persons or organizations subject to sanctions.” The company further states that it does not have access to individual passengers’ personal data and is not responsible for checking it. “The platform enables operators and brokers to be connected, but the final agreement for each individual flight is made between the operator and the broker and does not take place on Avinode’s platform.” Facts about Avinode: Avinode is a leading digital marketplace for private jet and business jet charter bookings, and controls approximately 80 percent of the world market, according to the company itself. Avinode was founded in 2001 in Gothenburg by three Chalmers University students. The company is headquartered in Gothenburg. Since 2024, Avinode has been owned by the American company CAMP Systems International (part of the Hearst Group), but it remains a Swedish company in terms of origin, registration, and operations in Sweden. The system handles approximately 8 million searches and 13 million travel requests annually. Oliver King is CEO of the European operations and legally responsible for Avinode AB. One of the founders, Per Marthinsson, is still the revenue director. Source SVT: AI Translation
0:36

Swedish company helps Russian elite bypass EU sanctions to vacation in Europe - French Alps among top destinations Public broadcaster SVT can reveal how the Swedish tech company Avinode is being used by the Russian elite to circumvent sanctions. Representatives of the company have recommended that Russian client companies establish subsidiaries in third countries. Avinode declines to participate in an interview but states that measures have been taken, SVT reports. Story by SVT's Maria Georgieva 23 April 2026 at 06:03 CET Despite Russian private jets being banned in the EU following the invasion of Ukraine in 2022, SVT’s investigation shows that Avinode is being used by the Russian elite—including oligarchs and individuals subject to sanctions—to continue flying internationally. Avinode connects flight operators with aircraft brokers for private jet bookings. However, several independent sources report that Avinode staff recommended Russian customers to re-register their companies in other countries when the sanctions were introduced. SVT’s investigation reveals that Russian aircraft brokers have opened offices in countries such as Turkey, Cyprus, and the United Arab Emirates. In this way, they can conceal Russian connections and retain access to the European market despite the sanctions. By posing as a representative of a sanctioned Russian citizen, SVT was offered trips by Russian brokers who confirmed that they use Avinode. “The key issue is the extent to which the Swedish company Avinode knew that they were providing services to Russian customers, or to customers acting on behalf of Russians. If they knew this was the case, then in my view it would constitute a violation of the EU sanctions,” says sanctions lawyer Alexandre Prezanti. CEO refuses interview SVT has contacted Avinode’s CEO Oliver King and founder Per Marthinsson. The company has declined a recorded interview and has responded via email to some of SVT’s questions. Avinode states that it has strengthened its customer due diligence since the invasion of Ukraine and has terminated cooperation with some of the companies featured in SVT’s investigation. The company admits shortcomings in its routines, but claims these were the result of actions by a single employee. The company says it lacks sufficient documentation to terminate cooperation with some of the re-registered companies that SVT has identified. “We still have no knowledge of any connection between these entities and persons or organizations subject to sanctions.” The company further states that it does not have access to individual passengers’ personal data and is not responsible for checking it. “The platform enables operators and brokers to be connected, but the final agreement for each individual flight is made between the operator and the broker and does not take place on Avinode’s platform.” Facts about Avinode: Avinode is a leading digital marketplace for private jet and business jet charter bookings, and controls approximately 80 percent of the world market, according to the company itself. Avinode was founded in 2001 in Gothenburg by three Chalmers University students. The company is headquartered in Gothenburg. Since 2024, Avinode has been owned by the American company CAMP Systems International (part of the Hearst Group), but it remains a Swedish company in terms of origin, registration, and operations in Sweden. The system handles approximately 8 million searches and 13 million travel requests annually. Oliver King is CEO of the European operations and legally responsible for Avinode AB. One of the founders, Per Marthinsson, is still the revenue director. Source SVT: AI Translation

Jonas Olsson

142,745 görüntüleme • 3 ay önce