Snowball49
@snowballist
Compounding knowledge, insights, and capital. Not investment advice.
“Life is like a snowball. The important thing is finding wet snow and a really long hill.” — Warren Buffett
There are so many great founders with great stories -- but this is one of my favourites. Thanks @awxjack for sharing candidly and @HarryStebbings for asking the questions!
"In the early days, we as four founders lived in a 10 square meter office. We slept in a sleeping bag. We worked 20 hours per day." Today, Airwallex is a $6.4BN company with 1,800 employees and $720M ARR. The most insane story in startups 👇
A recession could actually accelerate AI adoption given headcount reductions.
Literally every AI company is trading off a 5-10 year revenue/capex hockeystick projection with zero recession forecasts
2024 valuations: Nvidia: $2.2 trillion Intel: $132 billion 2009 valuations: Intel: $90 billion Nvidia: $5 billion
The Optimist by @keachhagey deserves a spot on the shelf alongside other great books like @firstadopter’s The Nvidia Way, @StevenLevy’s In the Plex, and @WalterIsaacson’s Steve Jobs. One lingering question, though, is why didn’t @ilyasut and @miramurati just join Anthropic like…
Claude Code highlights that the foundational model cos could be best positioned to compete in the app layer. That goes against a lot of investor predictions that models will be commoditized and all of the value will accrue to the app cos. Too early to bet against @AnthropicAI,…
our engineering and compute teams do incredible work to rapidly scale to meet customer demand for chatgpt. a lot of blood sweat and tears go into this, and they make it look relatively easy. i have never seen a team handle a 2.5 year sprint with such grace!
Worldwide iPhone App Store downloads over the last 28 days: ChatGPT: 29,551,174 TikTok + Facebook + Instagram + X: 32,859,208
The limitation on the Ray-Bans was Llama 3, not battery life or camera, and these new Oakleys don't solve that. The Meta glasses would be awesome if they used @perplexity_ai. How about a partnership @AravSrinivas?
Meta unveils its Oakley smart glasses | TechCrunch techcrunch.com/2025/06/20/met…
Some incredible changes are happening in the world and it’s just beginning. It’s not just informational categories where search from blue links is declining. Commercial categories too like Travel, Food/Drink, Fashion and E-commerce.
From @ericvishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the…
I think OpenAI will be the first $10T company.
OpenAI hits $10B ARR just 2.5 years after the launch of GPT. @theinformation reported earlier this year OAI planned to do ~$11B revenue in 2025. They're on pace to exit the year at mid-high-teens $B in ARR🤯 $MSFT $GOOG $META
"The moment the curiosity arrives, I go learn that thing immediately ... and that's when the learning happens. ... You're going to learn best when you're having fun." -@naval
“Inspiration is perishable. Act on it immediately.” - @naval
Why are there so few questions on X? Where are the curious people?