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$CRWD · Bill Maris lists CrowdStrike among Section 32's top-decile fund winners

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$CRWD···bullish· medium· posbill maris

Bill Maris lists CrowdStrike among Section 32's top-decile fund winners

Maris names CrowdStrike as one of Section 32's standout investments, evidence for his argument that smaller, concentrated funds capture the biggest venture winners and outperform…

$COIN···bullish· medium· posbill maris

Bill Maris cites Coinbase among Section 32 winners proving small-fund outperformance

Maris points to Coinbase as one of Section 32's marquee investments backing his thesis that focused sub-$750M funds deliver top-decile DPI, all six of his funds landing in the top…

$GOOGL···bullish· highbill maris

Bill Maris: Google can weaponize its cash to crush OpenAI and Anthropic on token pricing

Google's profit machine lets it slash token prices by ~80% for an essentially identical product, using capital and tokens as a weapon to grab market share and break the business m…

$GOOGL···bullish· highbill maris

Bill Maris: Google could crush OpenAI and Anthropic by cutting token costs 80%

Google has a money-printing machine that lets it weaponize capital; if it decides to cut token costs by 80%, it squeezes the economics of OpenAI and Anthropic to critical levels a…

$OPENAIbearish· mediumbill maris

Maris questions OpenAI's public case: $1T in commitments against $60B of revenue

Private companies like OpenAI staying private too long create bag-holder risk for retail investors in 401(k)s; the multiples may be exhausted and the public market will have to di…