What a great @token2049. I got some youthful energy with cellular medicine from @VeritaHealthHQ and then dropped the thinking behind @flop_labs all week. Now it’s back on the grid so we can ship FLOP Testnet in a few weeks.
Yachtzee
I’ve had countless people on this app argue with me that Anthropic has a $65BN ARR.
Here’s a quick lesson on the discrepancy between venture capital power point math and real accounting math.
OPEN AI IS MINUS $20BN AND THEY ARE NOT YET PCOAB AUDITED.
Privately, I made a bet
In the beginning of a mega bull run the market must climb a wall of worry.
2017 - block size wars
2020 - Covid
2023 - FTX collapse and rising central bank policy rates
2026 - AI encryption FUD
Money shall be printed, bags shall pump.
