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$FACTORIAL · SpaceX, OpenAI y Anthropic: Las 3 IPOs que pueden romper el mercado
now playing · $FACTORIAL
$FACTORIALbullish· low· posjordi romero
Factorial (itnig portfolio) launches $10M accelerator fund with $5M AI credits
Factorial, an itnig portfolio company, announced a €10M accelerator fund (half in AI credits), inspiring Anthropic's similar $100M researcher credit program. Shows portfolio compa…
$ANTHROPICbullish· highjordi romero
Anthropic revenue scaling to $30B run rate, new model finds zero-days but access restricted
Anthropic growing revenue faster than OpenAI (rumored $30B+ run rate vs $390B valuation), new model trained on Blackwell GPUs finds critical vulnerabilities in open source infrast…
$OPENAIneutral· mediumjordi romero
OpenAI $850B valuation questioned as Anthropic outgrows it; Sam Altman trust issues surface
OpenAI valued at $800-850B but Anthropic growing faster at lower valuation ($390B), suggesting mispricing. Microsoft owns 26.79% for only 17x return despite legendary growth. New…
$MELTWATERbullish· lowjordi romero
Meltwater bootstrapped to $1B ARR — rare zero-funding unicorn
Meltwater (market research) grew from zero to $1B ARR with zero external funding, demonstrating capital-efficient path to scale. Founder met at event, showed strong culture.
$MEDBYbullish· lowjordi romero
Medby bootstrapped to $400M revenue prescribing GLP-1 via telemedicine
Solo founder Matthew Gallagher built Medby to $400M revenue (NYT verified) projecting $800M by prescribing Ozempic/Wegovy through telemedicine, keeping 100% ownership. Uses AI age…
$NVO···bullish· lowjordi romero
Novo Nordisk dominates GLP-1 market; telemedicine startups build billion-dollar businesses on Ozempic/Wegovy demand
Novo Nordisk's Ozempic/Wegovy (semaglutide) has infinite demand. Bootstrapped telemedicine company Medby doing $400M revenue (projecting $800M) by prescribing GLP-1 via insurance.…
$TVPNneutral· mediumjordi romero
OpenAI acquires TVPN podcast for hundreds of millions — media capture strategy
OpenAI bought TVPN (tech podcast with 1.5M YouTube subs, $30M ad revenue) for hundreds of millions after 1.5 years. Ramp bootstrapped them with first ad deal. Hosts claim editoria…
$RAMPbullish· lowjordi romero
Ramp bootstrapped TVPN podcast with first ad deal, enabling media asset later acquired by OpenAI
Ramp's early advertising commitment gave TVPN cash to hire and buy equipment, enabling the media asset that OpenAI later acquired for hundreds of millions. Strategic ecosystem inv…
$NVDA···bullish· highjordi romero
Nvidia Blackwell architecture powering Anthropic's new model; Nvidia invests across AI ecosystem
Nvidia's new Blackwell GPUs are training Anthropic's latest model. Nvidia consistently wins by selling to all sides and investing in portfolio companies ('Nvidia le vende a todos…
$MSFT···neutral· mediumjordi romero
Microsoft conflicted: largest OpenAI shareholder (26.79%) while building competing Copilot and integrating Anthropic
Microsoft owns 26.79% of OpenAI but pushes its own Copilot product competing with ChatGPT, while also integrating Anthropic models. This cross-interest creates artificial valuatio…
$SPCX···bullish· highjordi romero
SpaceX IPO could anchor $3T exit wave alongside Anthropic and OpenAI
SpaceX is one of three legendary private companies (with Anthropic and OpenAI) heading to IPO that could generate $3T in combined exit value, dwarfing the $1.44T generated by all…
$META···neutral· mediumjordi romero
Meta driving 'token maxing' vanity metric: 60T tokens/month on Anthropic, $5K/dev/month spend
Meta reportedly consumes 60 trillion tokens/month on Anthropic (~$100-180M/year), with internal leaderboards ranking developers by token consumption. This 'token maxing' is the ne…