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$AAPL···bullish· highbernat farrero
Bernat Farrero bullish on Apple Silicon for local AI inference and native voice-to-text
Apple's M1-M4 chips can run specialized open-source models locally with better performance, privacy, and cost than cloud frontier models for bounded tasks; native on-device voice-…
Eleven Labs at ~500M ARR, 33x multiple implies ~16B valuation; early employee equity negotiation detailed
Carla Reina (employee #4) negotiated performance-based equity vesting tied to ARR milestones; company reportedly reached 3-year plan in 10-12 months, now at ~500M ARR implying ~16…
$META···neutral· lowjordi romero
Chamath Palihapitiya's early Meta equity negotiation cited as template for performance-based comp
Chamath joined early as Head of Growth, negotiated for 1% equity (now worth billions) with performance milestones instead of cash; used as analogy for Carla Reina's Eleven Labs de…