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$OPENAI · Gerstner: OpenAI regaining mojo with GPT-6, $70B revenue, Altimeter buyer
now playing · $OPENAI
$SPCX···bullish· high· posbrad gerstner
Gerstner: SpaceX IPO was textbook, up 25% on 35B forward revenue
SpaceX's $75B raise at $1.75T valuation pioneered a blueprint for mega-IPOs with staged lockups, early index inclusion, and pricing that left room for 25% post-IPO appreciation, p…
$ANTHROPICbullish· high· posbrad gerstner
Gerstner: Altimeter buyer at scale in Anthropic IPO, $100B+ revenue trajectory
Anthropic is accidentally profitable with revenue trending over $100B, making it a blockbuster IPO candidate following the SpaceX blueprint; Altimeter would participate at scale g…
$OPENAIbullish· high· posbrad gerstner
Gerstner: OpenAI regaining mojo with GPT-6, $70B revenue, Altimeter buyer
OpenAI has recovered momentum with a new model generation (GPT-6) imminent and revenue rumored at $70B, making it a premier frontier lab IPO candidate despite corporate restructur…
$NVDA···bullish· highbrad gerstner
Gerstner: Nvidia using AI to design next-gen chips — machine building the machine
Nvidia's internal use of frontier AI models for chip design creates a self-reinforcing moat: the best models design better chips, which enable better models, making Jensen Huang u…
$TAO···bullish· medium· posjason calacanis
Calacanis: TAO subnet serving GLM 5.2 at 95% lower token cost, enabling agent scaling
Bittensor's decentralized inference network (TAO) provides GLM 5.2 and other models at 95% cost reduction, allowing Calacanis to scale agent runs from daily to hourly and multiply…
$META···neutral· mediumbrad gerstner
Gerstner: Meta flubbed open-source scorched-earth, now launching price war at 1/100th cost
Meta initially failed to fully commoditize the model layer with Llama but is now pivoting to aggressive price competition with Spark 1.1, offering frontier-quality agentic coding…
$ANTHROPICbullish· highjason calacanis
Baker via Calacanis: Anthropic to hit $100B+ revenue in 2026, worth $3T today
Gavin Baker projects Anthropic will exit 2026 with over $100B in revenue and high profitability, implying a current fair value of $3T if public, based on the revenue trajectory an…
$UBER···bullish· mediumjason calacanis
Calacanis: Uber CTO reports 99% engineers using AI, 70% PRs agent-generated, 200 agentic skills built
Uber demonstrates mature enterprise AI adoption: near-universal developer usage, majority of code changes agent-driven, and a systematic 'agentic pod' model embedding engineers in…
$DASH···bullish· mediumjason calacanis
Calacanis: DoorDash CTO validates open-weight models for code review via internal benchmarks
DoorDash proves technically sophisticated enterprises can safely route non-critical workloads to open-weight models (Kimi 2.6) while reserving frontier models (Claude) for hardest…
$DATABRICKSbullish· mediumjason calacanis
Calacanis: Databricks found 2x token savings via harness optimization on same GLM 5.2 model
Databricks discovered that optimizing the agent harness (routing, memory, skills) around a fixed model (GLM 5.2) cuts token costs by 50%, proving infrastructure-layer efficiency g…
$LOVABLEbullish· mediumjason calacanis
Calacanis: Lovable scaled $100M to $600M ARR in 2 years, building own models to leave frontier labs
Lovable, a vibe-coding platform, grew revenue 6x in two years while spending tens of millions on frontier models, but is now developing proprietary vertical models to achieve AI s…
$ELEVENLABSbullish· mediumjason calacanis
Calacanis: ElevenLabs building proprietary voice models despite $10M+ frontier spend
ElevenLabs, a major frontier model customer spending eight figures annually, is developing its own vertical voice models to avoid data leakage and competitive risk, illustrating t…
$ZHIPUneutral· mediumdavid sacks
Sacks: China's GLM 5.2 shows watermarks of OpenAI distillation, heading closed-source
Z.ai's GLM 5.2 has caught up to US frontier models partly through distillation of OpenAI outputs (evidenced by watermarks), and China is now moving to restrict access to its top m…
$BABA···neutral· lowdavid sacks
Sacks: Alibaba's Qwen moving closed-source after catching frontier
Alibaba's Qwen model was open-source but is now going closed as it approaches frontier parity, following the same strategic pattern as OpenAI and Z.ai: open to build community, cl…
$MU···neutral· lowjason calacanis
Calacanis: Micron commits $250M to Trump Accounts, up to $1,000 per employee
Micron's employer contribution to the new Trump Accounts program signals corporate adoption of the tax-advantaged savings vehicle, potentially establishing a precedent for broad-b…