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UPDATE ! NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports... its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GMEshow more

Victor Renard

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This shoe company just became an AI infrastructure provider overnight. And the stock went up almost 600%. Let me explain why this is so ridiculous and concerning: Allbirds - the wool sneaker brand once worshipped by Silicon Valley - announced it is selling its shoe business for $39 million and rebranding itself as "NewBird AI." A "fully integrated GPU-as-a-Service and AI-native cloud solutions provider." Those are their words. Not mine. A company with ZERO experience in semiconductors. ZERO experience in data centers. ZERO experience in cloud infrastructure. ZERO customers. ZERO GPUs on hand. The stock closed Tuesday at $2.49. It opened Wednesday and shot up to nearly $22. A 582% move in one session. The funding? A $50 million convertible from an unnamed institutional investor. Subject to shareholder approval on May 18. That's it. That's literally the entire transformation. Sell the shoes for $39 million. Take $50 million from somebody willing to hand it over. Add "AI" to the name. Watch retail traders lose their minds. This reminds me of an older story: In December 2017, a beverage company called Long Island Iced Tea Corp. announced it was changing its name to "Long Blockchain Corp." and pivoting to crypto. The stock jumped nearly 300% in a single day. Trading volume up 1,000%. But they had no blockchain business. No blockchain employees. No blockchain anything. 14 months later, NASDAQ delisted them. The SEC eventually charged 3 people with insider trading on the name change itself. The company never filed another financial report. The blockchain business never existed. It’s the same playbook, only with a different buzzword. And here is what should worry every serious investor: Allbirds once traded above $600 a share. It was valued at roughly $4 billion in 2021. The shoe business they just sold for $39 million. That is a 99% wipeout of real operating value, from a real company selling real products. But the moment they stapled "AI" to the shell, retail traders bid the market cap up by $127 million in a single day. Buying what, exactly? A press release. A $50 million IOU. A NAME change. When a dying retailer can create 9 figures of "value" by announcing it will buy GPUs it does not own, from suppliers it has no relationships with, to serve customers it does not have - you are no longer looking at a market. Hyperscalers are spending $380 billion a year on real AI infrastructure and most of the buyers still cannot measure a return. And now we are pricing a wool sock company as a neocloud. This is how late-cycle tops feel from the inside. Not with a crash. With absurdity. Long Blockchain Corp. was not a business. It was a warning. Allbirds-to-NewBird-AI is the same warning but louder. Own real cash flow. Own gold. Own silver. Own companies that make things people actually buy. Not stupid hype.

George Noble

17,341 görüntüleme • 3 ay önce

$NVDA This is what you are buying when you buy a share of Nvidia... I heard this today and could not stop thinking about it. Jensen describes the sophistication that is required in designing chips, creating them, delivering them to customers, installing them in datacenters, and more. He argues that there has not been a company since $IBM that was faced with this much technology and investment in order to push the entire world forward with demand that is spanning throughout the globe in EVERY single industry. The stock trades at 27 times forward earnings. Costco and Walmart, amazing companies, are both more expensive than the name that is fueling the AI revolution and brings home 55 cents on every dollar of revenue as net income. This has been my main Mag 7 pick for the year in terms of establishing exposure to big tech and it's just getting harder to imagine a world in which AI matters but $NVDA is not more valuable than it is today.

$NVDA This is what you are buying when you buy a share of Nvidia... I heard this today and could not stop thinking about it. Jensen describes the sophistication that is required in designing chips, creating them, delivering them to customers, installing them in datacenters, and more. He argues that there has not been a company since $IBM that was faced with this much technology and investment in order to push the entire world forward with demand that is spanning throughout the globe in EVERY single industry. The stock trades at 27 times forward earnings. Costco and Walmart, amazing companies, are both more expensive than the name that is fueling the AI revolution and brings home 55 cents on every dollar of revenue as net income. This has been my main Mag 7 pick for the year in terms of establishing exposure to big tech and it's just getting harder to imagine a world in which AI matters but $NVDA is not more valuable than it is today.

amit

277,134 görüntüleme • 1 yıl önce

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!

Milk Road AI

14,578 görüntüleme • 1 ay önce

🔥TIM DILLON on Sam Altman, Trump, and Stargate: "The [WSJ] reported... [Sheikh] Tahnoon paid $500 million to the Trump family in exchange for a stake in its cryptocurrency company." "On Trump's second day in office, Altman stood in the Roosevelt room and announced Stargate, a $500 billion joint venture that aims to build a vast network of AI infrastructure across the U.S." "Altman and Trump [then] traveled to the Saudi Royal Court to meet with Mohammed bin Salman. Around that time, the Saudis announced the launch of a giant state-backed AI firm in the Kingdom with billions to spend on international partnerships. "About a week later, Altman announced plans to expand into the United Arab Emirates. The company plans to build a datacenter campus in Abu Dhabi, which is seven times larger than Central Park and consumes roughly as much power as the city of Miami."

🔥TIM DILLON on Sam Altman, Trump, and Stargate: "The [WSJ] reported... [Sheikh] Tahnoon paid $500 million to the Trump family in exchange for a stake in its cryptocurrency company." "On Trump's second day in office, Altman stood in the Roosevelt room and announced Stargate, a $500 billion joint venture that aims to build a vast network of AI infrastructure across the U.S." "Altman and Trump [then] traveled to the Saudi Royal Court to meet with Mohammed bin Salman. Around that time, the Saudis announced the launch of a giant state-backed AI firm in the Kingdom with billions to spend on international partnerships. "About a week later, Altman announced plans to expand into the United Arab Emirates. The company plans to build a datacenter campus in Abu Dhabi, which is seven times larger than Central Park and consumes roughly as much power as the city of Miami."

Sense Receptor

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Caller: “Our net worth is about $40 million, but our financial advisor is recommending we take out a loan against our paid-off vacation property to help supplement our income.” “About $30 million of our net worth is tied up in my husband’s company, and we can’t freely access that money. The other $10 million is spread across retirement accounts and investments.” “My husband makes around $400,000 a year, but he wants to slow down after 26 years and spend more time with the family.” Dave Ramsey: “Hold on. You have a $40 million net worth and someone is telling you to borrow money against a paid-off house?” “There is no scenario where that’s a good idea.” “I’m more concerned about your financial advisor than your finances.” Caller: “Part of the problem is that we were spending based on the assumption that we could redeem company shares every year.” “We were pulling out around $1 million to $1.5 million annually and built our lifestyle around that.” Dave Ramsey: “And what were you spending all that money on?” Caller: “Two homes, staff, a horse farm, helping people, private flights, yacht charters…” Dave Ramsey: “Okay, now we’re getting somewhere.” “The issue isn’t income. The issue is lifestyle.” “You have $30 million tied up in a company that your husband doesn’t fully control, and you’ve built a spending habit around money that isn’t guaranteed to be available.” “The answer is not a HELOC on the lake house.” “The answer is cutting the lifestyle back to match reality.” “You don’t solve a spending problem by borrowing money.” “You solve it by living within your means and getting control of assets you can actually access.”

Caller: “Our net worth is about $40 million, but our financial advisor is recommending we take out a loan against our paid-off vacation property to help supplement our income.” “About $30 million of our net worth is tied up in my husband’s company, and we can’t freely access that money. The other $10 million is spread across retirement accounts and investments.” “My husband makes around $400,000 a year, but he wants to slow down after 26 years and spend more time with the family.” Dave Ramsey: “Hold on. You have a $40 million net worth and someone is telling you to borrow money against a paid-off house?” “There is no scenario where that’s a good idea.” “I’m more concerned about your financial advisor than your finances.” Caller: “Part of the problem is that we were spending based on the assumption that we could redeem company shares every year.” “We were pulling out around $1 million to $1.5 million annually and built our lifestyle around that.” Dave Ramsey: “And what were you spending all that money on?” Caller: “Two homes, staff, a horse farm, helping people, private flights, yacht charters…” Dave Ramsey: “Okay, now we’re getting somewhere.” “The issue isn’t income. The issue is lifestyle.” “You have $30 million tied up in a company that your husband doesn’t fully control, and you’ve built a spending habit around money that isn’t guaranteed to be available.” “The answer is not a HELOC on the lake house.” “The answer is cutting the lifestyle back to match reality.” “You don’t solve a spending problem by borrowing money.” “You solve it by living within your means and getting control of assets you can actually access.”

KΞRL_✂️

809,773 görüntüleme • 2 ay önce

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

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

David Senra

78,824 görüntüleme • 2 ay önce

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!

Milk Road AI

216,498 görüntüleme • 2 ay önce

NextNRG (NASDAQ: NXXT) has quietly built real momentum across multiple fronts. In less than a year, the company scaled from minimal revenue to nearly ~$100M in 2025, driven by record monthly results and an exit run-rate of ~$7–8M per month. Operationally, fuel deliveries surged, with millions of gallons delivered and triple-digit year-over-year growth reported in late 2025. Through its EZFill platform, NextNRG serves 700+ commercial and enterprise clients, including mission-critical operators such as Amazon and Kroger, where uptime and reliability are essential. On the infrastructure side, the company has executed long-duration microgrid PPAs, particularly in healthcare, demonstrating a repeatable, contracted energy model. Institutional interest is present as well, with disclosed holders including Vanguard and BlackRock, among others. As AI-driven energy demand grows faster than grids can adapt, NextNRG operates directly in that gap with AI-powered microgrids, intelligent energy management, and immediate energy delivery. Not financial advice. Do your own research.

NextNRG (NASDAQ: NXXT) has quietly built real momentum across multiple fronts. In less than a year, the company scaled from minimal revenue to nearly ~$100M in 2025, driven by record monthly results and an exit run-rate of ~$7–8M per month. Operationally, fuel deliveries surged, with millions of gallons delivered and triple-digit year-over-year growth reported in late 2025. Through its EZFill platform, NextNRG serves 700+ commercial and enterprise clients, including mission-critical operators such as Amazon and Kroger, where uptime and reliability are essential. On the infrastructure side, the company has executed long-duration microgrid PPAs, particularly in healthcare, demonstrating a repeatable, contracted energy model. Institutional interest is present as well, with disclosed holders including Vanguard and BlackRock, among others. As AI-driven energy demand grows faster than grids can adapt, NextNRG operates directly in that gap with AI-powered microgrids, intelligent energy management, and immediate energy delivery. Not financial advice. Do your own research.

Victor Renard

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Look into a community that makes wins for everyone! At UNRUGGABLES INC you’ll beable to make money easily by hanging around some of the best crypto experts there are on X! Join the plus and start joining the spaces everyday at 11:30am est. and 7:30pm est. Hop in the voice chat and begin your journey with The Unruggables! Also, are you looking to invest in a project that is going to $100 Million Market Cap and beyond? Well your answer is $SCRATCH with a strong community and investors alike, this project has some serious legs! A casino and poker hall on the way, the #Scratch token on #Ethereum has Grade A utility tied to it! This isn’t just a little off the wall cheap #GameFi token. This is a heavily invested project that will take the gambling scene by storm! With a Market Cap of $3.3 MILLION and Liquidity at $706K $SCRATCH has one of the strongest margins of Market Cap to Liquidity RATIO there is in crypto currency! Hop aboard and watch as UNRUGGABLES INC and $SCRATCH keep grinding their way to the top of the leaderboard!

Look into a community that makes wins for everyone! At UNRUGGABLES INC you’ll beable to make money easily by hanging around some of the best crypto experts there are on X! Join the plus and start joining the spaces everyday at 11:30am est. and 7:30pm est. Hop in the voice chat and begin your journey with The Unruggables! Also, are you looking to invest in a project that is going to $100 Million Market Cap and beyond? Well your answer is $SCRATCH with a strong community and investors alike, this project has some serious legs! A casino and poker hall on the way, the #Scratch token on #Ethereum has Grade A utility tied to it! This isn’t just a little off the wall cheap #GameFi token. This is a heavily invested project that will take the gambling scene by storm! With a Market Cap of $3.3 MILLION and Liquidity at $706K $SCRATCH has one of the strongest margins of Market Cap to Liquidity RATIO there is in crypto currency! Hop aboard and watch as UNRUGGABLES INC and $SCRATCH keep grinding their way to the top of the leaderboard!

CardCabz.eth

33,694 görüntüleme • 1 yıl önce

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Long Nebius and make sure to follow me Melvin for more underlooked AI oppurtunities.

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Long Nebius and make sure to follow me Melvin for more underlooked AI oppurtunities.

Melvin

69,634 görüntüleme • 1 ay önce

What if the AI boom is not just a technology race, but a capital machine hiding in plain sight? The deeper I look at this ecosystem, the less it feels like a messy market and the more it looks like a closed financial loop. That is what makes this so striking. → Big Tech funds AI labs and infrastructure → AI labs and cloud players buy chips, GPUs, and networking → Model companies license capabilities back to the same giants funding the buildout What looks complicated is, in many ways, brutally simple. A money machine. And right now, that machine is being priced as if demand, revenue, and adoption will keep compounding with very little friction. That is the part I find most fascinating. Because the numbers are not just big. They are staggering. → Microsoft has invested more than $13B into OpenAI since 2019 → Oracle signed a $300B data centre capacity deal tied to OpenAI through 2029 → Meta is racing from roughly 150,000 NVIDIA GPUs in 2023 to around 1.3 million by the end of 2025 → Broadcom’s AI chip revenue is projected to jump from $3.8B in 2023 to $40B by 2026 What really stands out to me is how concentrated this loop has become. NVIDIA gets paid by nearly everyone. Infrastructure providers benefit early. AI companies are still betting on future monetization. Maybe it works. But that is the real question. Are we looking at durable economics, or one of the most elegantly circular bets the tech world has ever built? Do you think this AI capital loop is sustainable, or are we watching a beautifully engineered cycle that still has to prove itself? #AI #ArtificialIntelligence #OpenAI #NVIDIA #Microsoft #Infrastructure #DataCenters #Investing #BusinessStrategy #Innovation

What if the AI boom is not just a technology race, but a capital machine hiding in plain sight? The deeper I look at this ecosystem, the less it feels like a messy market and the more it looks like a closed financial loop. That is what makes this so striking. → Big Tech funds AI labs and infrastructure → AI labs and cloud players buy chips, GPUs, and networking → Model companies license capabilities back to the same giants funding the buildout What looks complicated is, in many ways, brutally simple. A money machine. And right now, that machine is being priced as if demand, revenue, and adoption will keep compounding with very little friction. That is the part I find most fascinating. Because the numbers are not just big. They are staggering. → Microsoft has invested more than $13B into OpenAI since 2019 → Oracle signed a $300B data centre capacity deal tied to OpenAI through 2029 → Meta is racing from roughly 150,000 NVIDIA GPUs in 2023 to around 1.3 million by the end of 2025 → Broadcom’s AI chip revenue is projected to jump from $3.8B in 2023 to $40B by 2026 What really stands out to me is how concentrated this loop has become. NVIDIA gets paid by nearly everyone. Infrastructure providers benefit early. AI companies are still betting on future monetization. Maybe it works. But that is the real question. Are we looking at durable economics, or one of the most elegantly circular bets the tech world has ever built? Do you think this AI capital loop is sustainable, or are we watching a beautifully engineered cycle that still has to prove itself? #AI #ArtificialIntelligence #OpenAI #NVIDIA #Microsoft #Infrastructure #DataCenters #Investing #BusinessStrategy #Innovation

Pascal Bornet

13,686 görüntüleme • 4 ay önce

Nebius will be a trillion dollar company (Save this). The neocloud market, purpose-built AI cloud infrastructure, separate from legacy hyperscalers generated roughly $25 billion in revenue in 2025, up 223% year over year. Synergy Research projects it will approach $400 billion by 2031, compounding at 58% annually one of the fastest sustained growth rates ever recorded for an infrastructure category of this scale. The CEO's explanation for why they win is worth understanding in detail. GPU compute is scarce and that part everyone knows but Nebius is not simply renting GPUs by the hour and marking them up, which is what most neocloud imitators do. They have built their own physical capacity for inference, optimized the full technology stack from the software layer all the way down to the rack hardware and recently acquired a company called Agen specifically to push inference latency even lower and throughput even higher. The CEO frames the core problem directly that in 2026, every product you build is powered by tokens, AI intelligence and while you can get those tokens from OpenAI or Anthropic via a simple API call, the moment you want to run open source models, specialized vertical models, or anything other than the two dominant frontier labs, you run into a wall. You can download the weights from Hugging Face and assemble the pieces. But getting those workloads to run at scale, at the economics you need, with the reliability your product requires, is an extraordinarily complex engineering challenge that most companies cannot staff or afford to solve in-house. That is the problem Nebius is solving, and that is why their inference product called Token Factory exists. The financial results are among the most dramatic growth numbers reported by any public company this year. In Q1 2026, Nebius posted $399 million in revenue, a 684% increase from the same quarter a year earlier. In the span of twelve months, the company swung from a $104 million net loss to $621 million in net income. Cash from operations went from negative $184 million to positive $2.26 billion in the same period meaning this is not growth funded by burning investor capital, it is growth that is now generating its own fuel. For the full year 2026, Nebius is guiding for an annualized revenue run rate of $7 billion to $9 billion, with pipeline creation tracking to surpass $4 billion. The contracted backlog sits at $49 billion, anchored by a $27 billion agreement with Meta, a deal worth up to $19.4 billion with Microsoft, and a public endorsement from Jensen Huang at NVIDIA's GTC conference in 2026. The current market cap is approximately $56 billion. A company with $7 to $9 billion in annualized revenue, growing at 684%, turning cash-flow positive, sitting on $49 billion in contracted backlog, operating in a market compounding at 58% annually toward $400 billion, that company has a credible path to 20x from its current valuation if execution holds. That is the trillion dollar case, and it does not require any heroic assumptions and it requires Nebius to keep doing what it is already demonstrably doing. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro using the link below!

Nebius will be a trillion dollar company (Save this). The neocloud market, purpose-built AI cloud infrastructure, separate from legacy hyperscalers generated roughly $25 billion in revenue in 2025, up 223% year over year. Synergy Research projects it will approach $400 billion by 2031, compounding at 58% annually one of the fastest sustained growth rates ever recorded for an infrastructure category of this scale. The CEO's explanation for why they win is worth understanding in detail. GPU compute is scarce and that part everyone knows but Nebius is not simply renting GPUs by the hour and marking them up, which is what most neocloud imitators do. They have built their own physical capacity for inference, optimized the full technology stack from the software layer all the way down to the rack hardware and recently acquired a company called Agen specifically to push inference latency even lower and throughput even higher. The CEO frames the core problem directly that in 2026, every product you build is powered by tokens, AI intelligence and while you can get those tokens from OpenAI or Anthropic via a simple API call, the moment you want to run open source models, specialized vertical models, or anything other than the two dominant frontier labs, you run into a wall. You can download the weights from Hugging Face and assemble the pieces. But getting those workloads to run at scale, at the economics you need, with the reliability your product requires, is an extraordinarily complex engineering challenge that most companies cannot staff or afford to solve in-house. That is the problem Nebius is solving, and that is why their inference product called Token Factory exists. The financial results are among the most dramatic growth numbers reported by any public company this year. In Q1 2026, Nebius posted $399 million in revenue, a 684% increase from the same quarter a year earlier. In the span of twelve months, the company swung from a $104 million net loss to $621 million in net income. Cash from operations went from negative $184 million to positive $2.26 billion in the same period meaning this is not growth funded by burning investor capital, it is growth that is now generating its own fuel. For the full year 2026, Nebius is guiding for an annualized revenue run rate of $7 billion to $9 billion, with pipeline creation tracking to surpass $4 billion. The contracted backlog sits at $49 billion, anchored by a $27 billion agreement with Meta, a deal worth up to $19.4 billion with Microsoft, and a public endorsement from Jensen Huang at NVIDIA's GTC conference in 2026. The current market cap is approximately $56 billion. A company with $7 to $9 billion in annualized revenue, growing at 684%, turning cash-flow positive, sitting on $49 billion in contracted backlog, operating in a market compounding at 58% annually toward $400 billion, that company has a credible path to 20x from its current valuation if execution holds. That is the trillion dollar case, and it does not require any heroic assumptions and it requires Nebius to keep doing what it is already demonstrably doing. Milk Road Pro called this one early. Our analysts added Nebius to the portfolio when it was still flying under the radar, and we are sitting on a massive gain on that position right now. If you want to see what else we are building conviction on before the rest of the market catches up, come join us at Milk Road Pro using the link below!

Milk Road AI

28,622 görüntüleme • 2 ay önce

In less than a year this company went from near a zero to close to $100M in revenue NextNRG (NASDAQ: NXXT) climbed from near zero to a revenue run rate approaching $100M, posting 250%+ year-over-year growth as AI-driven energy demand accelerates. Investors are paying attention: institutional holders include BlackRock, Vanguard, Chase, Geode, State Street, and UBS. That’s top-tier backing for a company solving real infrastructure bottlenecks, not hype. NextNRG serves 700+ commercial and enterprise clients, including Amazon, Kroger, and others demanding mission-critical, reliable energy. Its stack marries AI-powered microgrids, on-site generation, intelligent controls, patented technology, and immediate EZFill energy delivery to bridge gaps where grids lag. The United States already accounts for ~45% of global data-center electricity consumption, and the strain is real - even facilities with billions invested can be completed but still lack grid power. NextNRG’s strategy - repeatable deployments, long-term PPAs, and rapid microgrid scalability - positions it where demand, reliability intersect. Watch the data, follow the founders on X, and do your own research. This isn’t fringe - it’s infrastructure being built for the next decade. DYOR. Not a financial advise, this content is for entertainment purpose only!

In less than a year this company went from near a zero to close to $100M in revenue NextNRG (NASDAQ: NXXT) climbed from near zero to a revenue run rate approaching $100M, posting 250%+ year-over-year growth as AI-driven energy demand accelerates. Investors are paying attention: institutional holders include BlackRock, Vanguard, Chase, Geode, State Street, and UBS. That’s top-tier backing for a company solving real infrastructure bottlenecks, not hype. NextNRG serves 700+ commercial and enterprise clients, including Amazon, Kroger, and others demanding mission-critical, reliable energy. Its stack marries AI-powered microgrids, on-site generation, intelligent controls, patented technology, and immediate EZFill energy delivery to bridge gaps where grids lag. The United States already accounts for ~45% of global data-center electricity consumption, and the strain is real - even facilities with billions invested can be completed but still lack grid power. NextNRG’s strategy - repeatable deployments, long-term PPAs, and rapid microgrid scalability - positions it where demand, reliability intersect. Watch the data, follow the founders on X, and do your own research. This isn’t fringe - it’s infrastructure being built for the next decade. DYOR. Not a financial advise, this content is for entertainment purpose only!

Victor Renard

21,282,468 görüntüleme • 7 ay önce

Using NovaRed’s latest AI press release from April 17, 2026, the core message is that the company is trying to become more than a junior copper explorer. It says NovaRed filed a provisional U.S. patent for an “Artificial Intelligence-Driven Mineral Exploration Platform” that would combine multi-source geological data integration, probabilistic scoring, and blockchain-based document verification to improve the speed, precision, and transparency of exploration decisions. The release also says NovaRed is developing these capabilities with PRAI’s AI team and that the Wilmac copper-gold project covers 11,504 hectares in British Columbia, near Hudbay’s Copper Mountain Mine. Here’s the interesting strategic angle. If NovaRed is not just building an internal exploration tool, but eventually shaping a broader land-intelligence platform, then the addressable market could become much bigger than one mining project. Using your assumption of 77 million U.S. landowners, if just 3% of them paid $20, that would equal 2.31 million users and about $46.2 million in revenue. That is before upsells, subscriptions, enterprise packages, mineral-rights screening, broker tools, or premium reports. That math is simple, but powerful. The bull case is that NovaRed’s April 17 release introduces a narrative shift: from “small explorer” to “AI-enabled resource intelligence company.” If the platform can help identify mineral potential faster, verify land-related records more credibly, and package property insights in a consumer-friendly way, it could create a second value layer on top of the copper story. In that model, Wilmac is not only a project asset, but also a live proving ground for technology. The caution is that today this is still an early-stage concept, not proven commercial software. But if NovaRed executes, the market may start valuing it not only as a miner, but as a scalable land-and-mineral intelligence platform. That is where tiny valuation stories can start getting very big. Revenue math on your scenario: 77,000,000 × 3% × $20 = $46,200,000. Do your own research

Using NovaRed’s latest AI press release from April 17, 2026, the core message is that the company is trying to become more than a junior copper explorer. It says NovaRed filed a provisional U.S. patent for an “Artificial Intelligence-Driven Mineral Exploration Platform” that would combine multi-source geological data integration, probabilistic scoring, and blockchain-based document verification to improve the speed, precision, and transparency of exploration decisions. The release also says NovaRed is developing these capabilities with PRAI’s AI team and that the Wilmac copper-gold project covers 11,504 hectares in British Columbia, near Hudbay’s Copper Mountain Mine. Here’s the interesting strategic angle. If NovaRed is not just building an internal exploration tool, but eventually shaping a broader land-intelligence platform, then the addressable market could become much bigger than one mining project. Using your assumption of 77 million U.S. landowners, if just 3% of them paid $20, that would equal 2.31 million users and about $46.2 million in revenue. That is before upsells, subscriptions, enterprise packages, mineral-rights screening, broker tools, or premium reports. That math is simple, but powerful. The bull case is that NovaRed’s April 17 release introduces a narrative shift: from “small explorer” to “AI-enabled resource intelligence company.” If the platform can help identify mineral potential faster, verify land-related records more credibly, and package property insights in a consumer-friendly way, it could create a second value layer on top of the copper story. In that model, Wilmac is not only a project asset, but also a live proving ground for technology. The caution is that today this is still an early-stage concept, not proven commercial software. But if NovaRed executes, the market may start valuing it not only as a miner, but as a scalable land-and-mineral intelligence platform. That is where tiny valuation stories can start getting very big. Revenue math on your scenario: 77,000,000 × 3% × $20 = $46,200,000. Do your own research

Victor Renard

3,794,463 görüntüleme • 3 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.

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

David Friedberg: The AI Jobs Panic Is a Crock of Sh*t Why? The revenue potential outweighs the cost savings by 100x. “There is no job loss with AI. I've said it a thousand times, and I will say it again, and again, and again. What I see on the ground, and what I've seen at dozens of companies, including my company that I run, there are two sides to a business. There is revenue and there’s costs. On the cost side of the equation, AI can be used to reduce humans doing things that cost money, to some extent. The effect there, I would argue, is nominal. The real opportunity with AI is on the revenue side, where suddenly one engineer can do 100x or 1000x what they used to be able to do, meaning you can make more products at your company, whether those are agricultural seed products, or boats and ships, or software for companies, or clothing, or what have you. Because of AI, everyone has the ability to expand their revenue base to create more products, and that is the foundation of good economic prosperity. It is called productivity. We can grow productivity in this country with AI. So where I see AI being used is on the revenue side 100x more than the cost side. And in that equation, people are hiring like crazy. We cannot hire enough people. I just had a review meeting with my product and engineering team two days ago, and they're like, ‘We want to add an extra 15 headcount to our engineering squads because we have all this opportunity to do stuff that we couldn't otherwise do.’ So we are going to hire more people. And to Sacks' point, we are seeing that show up in the jobs numbers. The idea that AI is going to destroy jobs is a Luddite idea that is being disproven every single day, and I see it on the ground. It is only a matter of time before people wake up to this and they realize that this narrative that they've all been sold is a crock of sh*t.”

David Friedberg: The AI Jobs Panic Is a Crock of Sht Why? The revenue potential outweighs the cost savings by 100x. “There is no job loss with AI. I've said it a thousand times, and I will say it again, and again, and again. What I see on the ground, and what I've seen at dozens of companies, including my company that I run, there are two sides to a business. There is revenue and there’s costs. On the cost side of the equation, AI can be used to reduce humans doing things that cost money, to some extent. The effect there, I would argue, is nominal. The real opportunity with AI is on the revenue side, where suddenly one engineer can do 100x or 1000x what they used to be able to do, meaning you can make more products at your company, whether those are agricultural seed products, or boats and ships, or software for companies, or clothing, or what have you. Because of AI, everyone has the ability to expand their revenue base to create more products, and that is the foundation of good economic prosperity. It is called productivity. We can grow productivity in this country with AI. So where I see AI being used is on the revenue side 100x more than the cost side. And in that equation, people are hiring like crazy. We cannot hire enough people. I just had a review meeting with my product and engineering team two days ago, and they're like, ‘We want to add an extra 15 headcount to our engineering squads because we have all this opportunity to do stuff that we couldn't otherwise do.’ So we are going to hire more people. And to Sacks' point, we are seeing that show up in the jobs numbers. The idea that AI is going to destroy jobs is a Luddite idea that is being disproven every single day, and I see it on the ground. It is only a matter of time before people wake up to this and they realize that this narrative that they've all been sold is a crock of sht.”

The All-In Podcast

152,225 görüntüleme • 1 ay önce

President Trump said to me, tell me why I should care about TikTok. I said to him, because there's six million American businesses that are generating $10 billion in revenue and keeping their families alive with this. You also used it and of 170 million voters many were young people that got you elected. We should keep this thing lit up. All I'm trying to get for this company is a 90-day extension that Biden can grant, up to midnight on the 19th, and then the next morning at 12.05, I'm working for Trump on the deal. That's the story.

President Trump said to me, tell me why I should care about TikTok. I said to him, because there's six million American businesses that are generating $10 billion in revenue and keeping their families alive with this. You also used it and of 170 million voters many were young people that got you elected. We should keep this thing lit up. All I'm trying to get for this company is a 90-day extension that Biden can grant, up to midnight on the 19th, and then the next morning at 12.05, I'm working for Trump on the deal. That's the story.

Kevin O'Leary aka Mr. Wonderful

133,902 görüntüleme • 1 yıl önce

$🚨🇨🇳 China could crash the U.S. stock market Not with tariffs With AI MODEL DUMPING The same playbook they used in SOLAR and EVs Make it almost as good Sell it much cheaper Take the market Now they are doing it with AI Open models are getting close to U.S. frontier models But some run at just a fraction of the cost If a company can cut a $100M AI bill to a few million It will switch And that is the real problem OpenAI and Anthropic are not priced like normal companies They are priced like they have unlimited PRICING POWER China is trying to destroy that The AI BUBBLE was never about whether AI works It was about how much companies can charge for it$

🚨🇨🇳 China could crash the U.S. stock market Not with tariffs With AI MODEL DUMPING The same playbook they used in SOLAR and EVs Make it almost as good Sell it much cheaper Take the market Now they are doing it with AI Open models are getting close to U.S. frontier models But some run at just a fraction of the cost If a company can cut a $100M AI bill to a few million It will switch And that is the real problem OpenAI and Anthropic are not priced like normal companies They are priced like they have unlimited PRICING POWER China is trying to destroy that The AI BUBBLE was never about whether AI works It was about how much companies can charge for it

Leshka.eth ⛩

11,737 görüntüleme • 1 ay önce

What if the biggest opportunity in AI isn’t starting an AI company, but quietly rebuilding the business you already have around it? That was one of the first ideas Alex Hormozi challenged me with when we sat down. I’ve spent roughly 10 hours speaking with Alex over the last few years and there is one reason I keep asking him back. He makes complicated business problems feel solvable. Alex has this rare ability to take something that feels completely overwhelming, strip away the noise and show you the decision that actually matters. This is particularly valuable right now, when AI is changing how companies are built and more people are outsourcing their judgment to machines. One of the things I said to him during this conversation was that clear thinking and good decision making could become one of the rarest advantages in business. If you don't know Alex, he’s the co-founder of The portfolio he runs with his wife, Leila, generates hundreds of millions in annual revenue and his books have sold over five million copies. In our latest conversation, we broke down: - Why most entrepreneurs are using AI in the wrong parts of their businesses. - Knowing when an idea should die without giving up on entrepreneurship. - Why the company that gets you to £1 million might be badly designed to reach £100 million. - How hiring the right person can create more leverage than learning every new tool yourself. - What becoming a father is forcing him to question about control, happiness and success. This conversation offers the same thing: a clearer way to think about building, scaling and using AI without getting distracted by the noise. If you’re trying to start a company, scale one or make sense of how AI is changing the game, I strongly recommend watching this.

What if the biggest opportunity in AI isn’t starting an AI company, but quietly rebuilding the business you already have around it? That was one of the first ideas Alex Hormozi challenged me with when we sat down. I’ve spent roughly 10 hours speaking with Alex over the last few years and there is one reason I keep asking him back. He makes complicated business problems feel solvable. Alex has this rare ability to take something that feels completely overwhelming, strip away the noise and show you the decision that actually matters. This is particularly valuable right now, when AI is changing how companies are built and more people are outsourcing their judgment to machines. One of the things I said to him during this conversation was that clear thinking and good decision making could become one of the rarest advantages in business. If you don't know Alex, he’s the co-founder of The portfolio he runs with his wife, Leila, generates hundreds of millions in annual revenue and his books have sold over five million copies. In our latest conversation, we broke down: - Why most entrepreneurs are using AI in the wrong parts of their businesses. - Knowing when an idea should die without giving up on entrepreneurship. - Why the company that gets you to £1 million might be badly designed to reach £100 million. - How hiring the right person can create more leverage than learning every new tool yourself. - What becoming a father is forcing him to question about control, happiness and success. This conversation offers the same thing: a clearer way to think about building, scaling and using AI without getting distracted by the noise. If you’re trying to start a company, scale one or make sense of how AI is changing the game, I strongly recommend watching this.

Steven Bartlett

55,240 görüntüleme • 20 gün önce

At the BNB Chain hackathon, CZ 🔶 BNB made several very important points about AI trading (Everything in parentheses is my own view and judgment.) He first said that AI will be involved in trading everywhere. Trading itself is already a huge market: there are 300 million users on Binance alone, and if you add the decentralized ecosystems, that number is not small either. In such a mass-market environment, many different trading strategies can work, with countless different coins, different projects, and different ways to play. But there is a big problem here: building commercial AI trading platforms for retail users is actually very hard. If a trading strategy works very well for one person, once a billion people start using the same strategy, that strategy “might still work, or might stop working.” Take copy trading / follow trading as an example: if you buy first and everyone follows you, the first buyer will perform very well, but the last person to follow may not end up with good results. So, with the exact same strategy and the exact same copy logic, the outcomes can be completely different for different people. (On top of that, every strategy also has its own capital capacity limits.) Teams that can really build strong AI are, with high probability, going to trade with their own money. In today’s world, money itself is already somewhat like a “commodity”; many people have a lot of capital, and it’s actually not that hard to raise funds. If you truly have an algorithm that can make a lot of money, it’s not hard to get money and run your own book. There is really only one situation where you would sell this algorithm to mass-market users: for example, if you charge a $10 monthly subscription and can sell it to one million users, then your $10 million monthly subscription revenue is higher than the profit you could make by trading the strategy yourself. (Here this touches one of our earlier theses: as training AI models becomes relatively easier and the supply of models increases, model companies have more incentive to open-source. By analogy, as the production process of trading strategies is increasingly simplified by AI and the supply of strategies explodes, traders will have stronger incentives to monetize by expanding their influence in other words, by “open-sourcing” their strategies.) Of course, CZ did not say that this model can never work. Another path is to build an AI trading platform that lets users tune different AI algorithms, or very easily assemble their own structures and strategies, so that what each person ends up running is different and better tailored to themselves. Some people will make money, some people will lose money, but the platform still has value because it’s very hard for most people to build an AI trading algorithm from scratch. So there are a lot of trade-offs here; it’s not as simple as saying “once AI shows up, everything automatically gets better.” (This is exactly what we presented at the hackathon: you describe your own strategy in natural language, and the AI automatically generates a workflow. The parameters in that workflow, the models used, the logical structure, the APIs it calls, and even the algorithms it invokes are all customizable. The reasons we think workflows are a good way to do this include: controllable execution paths, Lego-like modular nodes, and better visualization that makes it easier for users to build and adjust their workflows.) Finally, his conclusion was very clear: it’s not that AI will definitely make trading better, and it’s not that AI will definitely make things worse. Rather, no matter what, in the future a huge number of people will use AI to trade. This will be a very large field, and whoever can build the best algorithms will make a lot of money.

At the BNB Chain hackathon, CZ 🔶 BNB made several very important points about AI trading (Everything in parentheses is my own view and judgment.) He first said that AI will be involved in trading everywhere. Trading itself is already a huge market: there are 300 million users on Binance alone, and if you add the decentralized ecosystems, that number is not small either. In such a mass-market environment, many different trading strategies can work, with countless different coins, different projects, and different ways to play. But there is a big problem here: building commercial AI trading platforms for retail users is actually very hard. If a trading strategy works very well for one person, once a billion people start using the same strategy, that strategy “might still work, or might stop working.” Take copy trading / follow trading as an example: if you buy first and everyone follows you, the first buyer will perform very well, but the last person to follow may not end up with good results. So, with the exact same strategy and the exact same copy logic, the outcomes can be completely different for different people. (On top of that, every strategy also has its own capital capacity limits.) Teams that can really build strong AI are, with high probability, going to trade with their own money. In today’s world, money itself is already somewhat like a “commodity”; many people have a lot of capital, and it’s actually not that hard to raise funds. If you truly have an algorithm that can make a lot of money, it’s not hard to get money and run your own book. There is really only one situation where you would sell this algorithm to mass-market users: for example, if you charge a $10 monthly subscription and can sell it to one million users, then your $10 million monthly subscription revenue is higher than the profit you could make by trading the strategy yourself. (Here this touches one of our earlier theses: as training AI models becomes relatively easier and the supply of models increases, model companies have more incentive to open-source. By analogy, as the production process of trading strategies is increasingly simplified by AI and the supply of strategies explodes, traders will have stronger incentives to monetize by expanding their influence in other words, by “open-sourcing” their strategies.) Of course, CZ did not say that this model can never work. Another path is to build an AI trading platform that lets users tune different AI algorithms, or very easily assemble their own structures and strategies, so that what each person ends up running is different and better tailored to themselves. Some people will make money, some people will lose money, but the platform still has value because it’s very hard for most people to build an AI trading algorithm from scratch. So there are a lot of trade-offs here; it’s not as simple as saying “once AI shows up, everything automatically gets better.” (This is exactly what we presented at the hackathon: you describe your own strategy in natural language, and the AI automatically generates a workflow. The parameters in that workflow, the models used, the logical structure, the APIs it calls, and even the algorithms it invokes are all customizable. The reasons we think workflows are a good way to do this include: controllable execution paths, Lego-like modular nodes, and better visualization that makes it easier for users to build and adjust their workflows.) Finally, his conclusion was very clear: it’s not that AI will definitely make trading better, and it’s not that AI will definitely make things worse. Rather, no matter what, in the future a huge number of people will use AI to trade. This will be a very large field, and whoever can build the best algorithms will make a lot of money.

Tykoo

25,535 görüntüleme • 8 ay önce