SpaceX's $80B War Chest Enables Rapid Revenue Surge
If SpaceX is valued at $1.5T on $20b revenue run rate, which increases to $32b with the Anthropic data center leases, then its valued at 46x revenues Cursors is doing $3b in revenue and with its $60b acquisition of 20x revenues, so its nicely accretive Elon compounds his wealth at 41% per year So to grow revenue from $35b by 410% by next year (~$14b new revenue), he just needs one more Anthropic sized deal to clear that hurdle SpaceX has $15b in cash on hand right now and the IPO would raise up to $65b With an $80b war chest, growing revenue $14b is a breeze. You could do one more Anthropic sized deal, maybe even with Anthropic. I suspect most of that $80b is going to continue to go to data center capacity. If he unlocks structural cost advantage with space data centers, all bets are off (in a good way).
Founders, Not Sales, Should Drive Early Lead Generation
seed stage founders, do not put your sales team in charge of lead gen, you own distribution for the forseeable future
Customers, Not Companies, Make Billionaires Through Value
the only people allowed to create billionaires are customers you create and organization that adds $10b in value to customers, you get to be a billionaire
Justin Pearson Breaches TCPA with Spam Donation Texts
Justin Pearson is violating TCPA laws by sending spam text messages to me across multiple phone numbers with Act Blue donation links https://t.co/QTO1pTPFi7
From Gibson’s LBO to Cohen’s eBay Juggernaut
Wesray bought Gibson’s Greetings in 1982 with $1m of capital when the company was worth $80m. No one thought it was possible and it exploded the LBO industry. I suspect Ryan Cohen lands Ebay and builds a juggernaut
Use Berkshire Cash to Acquire Palantir, Transform Into AI Juggernaut
greg abel should blow his load of berkshire hathaway cash to buy palantir bring them into every company in the holdco and portfolio and remake berkshire into an ai native operating juggernaut
Leslie Groves' Manhattan Project Memoir Ranks Among My Top Five
General Leslie Groves’ book on how he ran the manhattan project program is a top 5 book i’ve ever read have you read it @elonmusk? https://t.co/nNa3XzI4wH
Imagined Courtroom Sketch Shows Trump at OpenAI‑Elon Trial
Trump did not testify in the openai vs elon trial today, but if he did, he would have been drawn like this by the courtroom artist https://t.co/dxHVVaYI3I
Data‑rich Markets Drive the Lowest Customer Acquisition Costs
Beautiful thing about data acquisition is CAC tends to be lowest in countries where data is most plentiful
Startup Hype Eclipses Real Product and Cash Reality
Overheard in NYC “we can’t just vibe code this product we have to build a real saas platform [pounds the table]” “we just need to get on calls and we’ll have fucking sales pouring in through the windows” “we could just keep doing...
Seeking Startup Scaling Experts for Equity Partnerships
If you have experience scaling high growth startups and want to help me buy out companies you can run and want to own a big chunk of the equity, DM me. We are going to cash flow the shit out of...
Day 2: Video Goes Viral, Meeting 15 Founders Fast
Day 2 of buying companies (even dog shit ones 😂) my video post yesterday blew up and I met 15 fantastic founders across saas newsletters chrome extensions distributors agencies multiple progressing to next steps quickly DMs open
Seeking X Ads Expert: Recommendations Welcome
looking for a X ads guy. someone who understands how to run ads here. would love any recs @nikitabier
Launching Spam-Free Competitor, Ads-Free at Launch
tempted to build a direct competitor to https://t.co/J9hksWvHtX solve the spam, no ads at first
AI Chatbots Mislead on M&A Valuations and Structures
M&A ALERT do not use ai chat to give you m&a valuation and structuring advice, it's crazy wrong about pretty much all types of deals i think its trained on public takeovers of mature, stable businesses, but has no idea how much...