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$SEEDTAG · Seedtag scales US from zero to $200M in three years via aggressive enterprise go-to-market
now playing · $SEEDTAG
$SEEDTAGbullish· high· posalbert nieto
Seedtag scales US from zero to $200M in three years via aggressive enterprise go-to-market
Founder Albert Nieto details how Seedtag executed a high-conviction US expansion: moving the founder to NYC, opening four regional offices simultaneously, hiring 40 people pre-rev…
$SEEDTAGbullish· high· posalbert nieto
Contextual advertising proves resilient to cookie deprecation and AI traffic shifts
Nieto argues contextual advertising is structurally resilient: diversified across entire economy, grows 5-6% annually, and demand-constrained model insulates Seedtag from publishe…
$INNOVAMATbullish· high· posandreu doti
Innovamat cracks US K-12 math via teacher-endorsement strategy and district-level sales
Founder Andreu Doti describes a differentiated US playbook: instead of hiring salespeople with existing relationships, they recruit math experts and train them in sales, while sec…
$INNOVAMATbullish· medium· posandreu doti
Innovamat achieves negative working capital via 7-year advance payments from US districts
Doti reveals a powerful cash-flow dynamic: US school districts pay 7 years in advance for curriculum contracts, making the business cash-flow positive despite P&L showing lower EB…
$MYICneutral· low· posdavid roca
Myic raises €500K for AI writing assessment tool targeting teacher workflow integration
Early-stage edtech pitch: AI scans handwritten student essays, returns annotated corrections mapped to rubrics. B2C2B model (€19/mo teacher, €490+ school). 60 active users, 3K tex…
$GITLAB···neutral· lowjordi romero
GitLab founder Sid Sijbrandij uses AI to research his own rare cancer treatment
Public case study of AI-accelerated personal medical research: GitLab founder stepped back as CEO to run 'founder mode' on his rare cancer, hiring researchers and using LLMs to an…
$SPCX···neutral· mediumbernat farrero
SpaceX IPO filing imminent at $1.3-2T valuation, largest in history with 3% float
Hosts report credible rumors of SpaceX filing for IPO this week targeting $75B raise at $1.3-2T valuation, surpassing Saudi Aramco's $29B record. Only 3% float would create extrem…
$TSLA···bullish· mediumbernat farrero
Musk verticalizes compute: Terafab to build 1 TW chip factory, targeting 20x current global AI compute
Bernard details Musk's Terafab announcement: a vertically integrated chip factory in Austin targeting 1 terawatt of compute (1000 GW) vs ~10-20 GW currently used globally for AI d…
$NVDA···bearish· lowbernat farrero
Musk positions Tesla Dojo and custom chips to compete directly with Nvidia for AI compute
Musk explicitly states he will not play the GPU procurement game dominated by Nvidia; instead Tesla will fabricate custom chips for Robotaxi and Optimus, controlling the full stac…
$AMZN···bullish· mediumbernat farrero
Bezos launches $100B growth fund targeting AI, manufacturing, and logistics roll-ups
Hosts report Bezos Expeditions raising a $100B fund (GP commitment unknown) to acquire large logistics/industrial assets and apply AI for radical profitability improvement — lever…
$FIGUREbullish· lowbernat farrero
Figure AI humanoid robot enters White House, signaling physical AI commercialization milestone
Brett Adcock's Figure AI robot walked alongside Melania Trump in the White House — first humanoid robot to do so. Combined with Helix (always-on voice device) launch, signals acce…