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1. Mario Gabriele (@mariogabriele) - The Generalist
Mario goes way too deep on one company a week, in the best way. You come out knowing the business better than people who work
Hey @grok , was this part of your reply really necessary? "
While born and raised in Africa, his family background is European and his early life was in a White South African setting. His path to success involved emigrating and pursuing opportunities in North America". Why are you trying to justify that Elon Musk is not African. He was born in Africa, to an African father that was born in Africa. Why are you differentiating the fact and emphasising that he was born in "White South Africa" instead of just saying he was born in Africa and so he is African. I'm very very disappointed in your answer. You answer is very biased and show identification to White supremacy.
Hey @grok can you make sure that anyone who sees this post will immediately see an answer from you that shows Elon Musk's @elonmusk Net worth as it relates to the stock price of Space X stock $SPCX .
John Collison: We only had 50 users two years after founding Stripe
“We started working on Stripe in the Fall of 2009, and we launched Stripe in September 2011”
Starcloud just became the fastest YC company ever to a $1B valuation after Demo Day. 17 months. Building data centers in orbit.
The hardest possible problem, the fastest possible ascent. This is what we should be building.
Bill Gurley: Anthropic Thinks It’s Building God
@Jason: It is the ultimate level of narcissism and delusion of grandeur to think you can create God.
@bgurley:
“Anthropic is a mystery to me. I've never, ever seen a company that is both leading their field and the most
When I founded my first start-up, you had to be crazy to be a founder.
Venture capital was thin, the odds were so low. You barely knew anyone that really did it. Maybe you knew 1 or 2 successful founders.
When I started investing, you still had to be pretty crazy.
Elon Musk has reportedly held discussions about potentially merging Tesla with SpaceX, as betting markets and Wall Street expect a future tie-up between his trillion-dollar businesses.
THE WORLD'S MOST VALUABLE PRIVATE AI STARTUP JUST RAISED $30 BILLION.
IT IS NOT OPENAI.
YOU HAVE NEVER HEARD OF IT.
AND IT IS THE COMPANY BUILDING THE TECHNOLOGY THAT WILL REPLACE YOUR JOB.
This week - Anthropic closed a funding round of more than $30 billion.
At a pre-money valuation above $900 billion.
That makes Anthropic...for the first time, the most valuable private AI startup on earth.
Above OpenAI's $852 billion valuation from March 2026.
The investors: Sequoia Capital. Dragoneer. Altimeter. Greenoaks. Peter Thiel's Founders Fund. General Catalyst. Microsoft. Nvidia.
The smartest money on earth, all in the same round. All betting on the same company.
Here is what Anthropic actually does.
Anthropic builds Claude, one of the world's most advanced AI systems.
It is used by Amazon Web Services. Google. Thousands of companies worldwide.
It writes code. Analyzes documents. Answers complex questions. Runs autonomous tasks without human supervision.
It is being deployed right now inside the companies that employ millions of people.
---
Here is what a $900 billion valuation on $0 in profit means.
Anthropic is not profitable yet.
Neither was Amazon in 1999.
Neither was Google in 2002.
The investors betting $30 billion on Anthropic are not betting on today's revenue.
They are betting on where AI goes from here.
And here is where it is going.
A study of 100,000 people published this week confirmed that generative AI now outperforms the average human on creativity tests.
Not data entry. Not repetitive tasks.
Creativity.
The last thing humans thought was irreplaceable.
Entry-level jobs disappeared first. Now creativity is next.
---
Every technological revolution creates two groups.
The people who own the technology.
And the people replaced by it.
The investors in Anthropic's $30 billion round are in the first group.
The employees whose jobs Anthropic's technology is replacing are in the second.
The question is which group you are in.
Not in five years.
Right now.
---
Here is the opportunity most people are missing.
You cannot invest in Anthropic. It is private. The $30 billion round is closed.
You cannot invest in OpenAI. Also private.
The SpaceX IPO will price most retail investors out of meaningful returns on day one.
But there is one thing you can do that does not require $30 billion or a venture capital connection.
You can build a business using the same AI technology these companies are racing to own.
Not as an employee using AI to do your job faster.
As an owner. Building a system that generates cash flow using AI — without needing employees, offices, or capital.
The same technology Anthropic just raised $30 billion to build — you can use right now to build your own asset.
I put together a free report — 7 steps to building exactly this kind of AI-powered business.
The technology is here. The window is open.
Comment "DM" and Follow TBVN and we will send it to you.
Get in NOW!
The best pitch test: can you tell this at a bar to a friend?
Not the market size, not the TAM, not the deck. Just the story. Why you built it. What you saw that nobody else saw. What happened.
If you can't tell it naturally over drinks (or it would feel weird to your friend and they would think "this isn't you"), your idea or pitch or endeavor needs to bake some more.
The 9pm-at-a-bar test for your startup idea is a defining authenticity test. And without that, nobody will buy your product, let alone come work for you or invest.
I just interviewed a CEO who said three things that blew my mind:
1. We replaced our $600K Salesforce contract with a vibe-coded CRM, built within 3 weeks.
2. We will get rid of 80% of the SaaS we use internally.
3. If Anthropic doubled pricing, we would not change usage in
This is one of several reasons you shouldn't drop out of (or skip) college to start a startup at 18. Founders who do that tend to match the second paragraph rather than the first, because they haven't had time to have the "earned insight" he describes.
The companies I love working with in office hours are the ones where the founder has a specific, weird, earned insight that nobody else has. Not "AI for X." A genuine edge that came from living inside a problem.
The ones that are dying almost always have the same pattern:
132 Followers 1K FollowingEx sell-side analyst for GS & Rothschild, now building commercial research tools out of a family office investor.
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6K Followers 7K FollowingI am a social media marketer. Specifically I am an X (Twitter) and Instagram organic follower growth and YouTube video SEO expert. 📩DM for details.
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UI/UX Designer & Frontend Developer
Founder of Morbit & @origincitadel
Sharing what works 🚀
57 Followers 453 FollowingTrade Companion Tool for LLMs & AI Agents to power smarter trading analysis with Real-Time Charts via WebFetch.
Not Financial Advice | Trading Involves Risk
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177 Followers 474 FollowingFounder @carriedforward – Fund of Founders. Pooled tokenised credit against unrealised founder equity. Ex @protocollabs @consensys @rocketberlin.
F1 + Karting.
133 Followers 872 Following🧠 Neurodiverse Concept Architect
📱 Mobile apps 🧩 Product systems ⚙️ Proto hardware
🤖 AI turns my ideas into structured reality
🚀 Looking for the builder
803 Followers 5K Following🚨 Most people buy AFTER listing…
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36K Followers 101 FollowingBetter ways of thinking, feeling, and acting—around problems of meaning and meaninglessness; self and society; ethics, purpose, and value.
124K Followers 788 FollowingI shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.
https://t.co/NuC25VaSff
60K Followers 2K FollowingThe John Henry of excessive use of the em-dash. Tweets are map, not territory. Co-author: Boom (Stripe Press): https://t.co/u8do6HYFRF
https://t.co/2zMEobDlr1
3K Followers 53 FollowingTheory Ventures is an early-stage venture capital firm based in SF. We invest $1-25m in software companies that leverage technology discontinuities.
260K Followers 790 FollowingCIO at @UnlimitedFnds | PM of $HFGM, $HFEQ, $HFMF, $HFND | Fmr @Bridgewater IC | One of the few "sane" voices on #fintwit | Comments not investment advice
406K Followers 420 Followinghttps://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
193K Followers 370 FollowingSpeculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
60K Followers 1K FollowingI trade setups, not opinions
Ex–Goldman & Citi, Trader, Coach, Jeet Kune Do Instructor, author of The Tao of Trading. Helping people master markets & money
43K Followers 2K Followingceo HARDSCOPE, co-founder, board and former president @draftkings, board & investor w/ daisy audio, ride w/ @celtics, losing gambler. here I updated it for you.
12K Followers 2K FollowingAn aspiring learn it all. I’ve been trying to make @firstround a little better every day for 18 years. Partner to @stedi, @Persona_IDV and @clay
2K Followers 2K FollowingManaging Partner, Head of Global Partnerships @a16z. putting moolah in the coolah. See https://t.co/tohILrz3cI for more information.
5K Followers 2K FollowingAI Apps + Global Investor @a16z | Future King of 🇸🇻, First of His Name | God chose the foolish things of the world to shame the wise - 1 Cor. 1:27
3K Followers 248 FollowingNational Security & Technology Leader | General Partner and Head of Global Affairs, @a16z | Lecturer @Stanford | Board Member @CNASdc | Fellow @RUSI_org