Moses Open

@fuseenergy @SebJohnsonUK Great job @fuseenergy! You guys are smashing it! How much growth is seasonal (people using more gas and electricity during winter)

@MosesOpen @SebJohnsonUK One to look out for, if we can say so👀

BREAKING: Fuse Energy has surpassed $500m of ARR and is doing MILLIONS of profit every month! It took the company 3 years to hit $100m ARR. It has then taken the company 9 months to surpass $500m ARR. @fuseenergy is quickly becoming one of Europe's most exciting companies. The startup, founded by Revolut executives @alanchanguk and @chrlsorr in 2022, raised at a $5bn valuation at the end of last year. Insane ARR growth is great, but doing it while achieving profitability is phenomneal. It's on track to surpass $1bn in ARR this year and has got to be one of the top picks to be Europe's next decacorn.

@bygregorr @SebJohnsonUK @fuseenergy off course dude! they have no infrastructure they primarily trade energy

@SebJohnsonUK @fuseenergy What's driving Fuse Energy's explosive growth, and can they sustain this pace without sacrificing profitability. Their ability to scale quickly is impressive, but it also poses significant logistical challenges. Can their infrastructure handle the rapid expansion.

@maxkarpis @Revolut still hope that @Revolut allows to by the share from the private market like robinhood just did with the Robinhood Venture Fund I

@MosesOpen @Revolut I can't do anything. Very likely as growth company after IPO will be volatile stock, presenting good entrance points to people with deep conviction. Not everything is lost.

Revolut delays IPO, UK CEO Francesca Carlesi says no listing before 2028. She can't be specific on the timetable, but 2028 is the floor. Building the empire first.

@MollySOShea @aleximm Also money is boring asf so i guess there will naturally be only few apps like uber or bolt with zero differentiation

Is every financial app starting to look the same? Revolut, Coinbase, Robinhood, Kalshi.. All expanding into the same stack: Banking, Stocks, Crypto, Prediction Markets If every app becomes a "financial super app"… what actually differentiates them? Alex Immerman (@aleximm) pushes back — explaining, specifically, where Revolut’s edge comes from . . . MO "Fintech was seen as dead for a bit. It was in a cold spell. You have quite the number of very large fintech companies in your portfolio. So between Coinbase, Robinhood, Kalshi’s coming up, how do you see these platforms evolve? I mean Robinhood in particular — they have 11 lines of business that are doing $100 million or more in revenue." AI "It’s amazing. They’re incredibly diversified. That’s one of the reasons I love Revolut as well. Revolut is like the true fintech super app. You can save, send, spend, borrow, invest. You can’t find that many places, and I think that’s a core reason they’ve broken out as well. MO "But if they’re all converging to the same products, how do you feel as an investor and what does that mean about the market in general?" AI "Yeah, I mean look, I do think they spike in different areas. - Coinbase definitely spikes in crypto. - Robinhood definitely spikes in investing. - Revolut to date has been primarily focused on Europe & ex-US. I do expect them to come here full throttle and it’ll be interesting to see that evolve. But they’re more banking oriented relative to the other two. MO "How is it structurally different?" AI "So Revolut has 10 different revenue streams. Not a single one is more than 20% of revenue, so incredibly diversified as we mentioned. But if you zoom out and look at their revenue base, it is primarily transactional payments. Very little is associated with lending. If you compare it to something like Nubank, which is majority net interest income, that’s a very different credit profile. That has resulted in Revolut already having ~40% ROEs, which are higher than a Nubank. And if you look across the public universe of neobanks, Nubank is beautiful. It is the gold star. But this transactional focus is structurally what differentiates Revolut from them. Another piece relative to neobanks at large is just how phenomenal their unit economics are. They have really fast paybacks but also enterprise-like retention. They have over 100% net revenue retention. That combination allows them to move really aggressively but also maintain high margins."

@MollySOShea @aleximm nothing. I guess if you do thing right then the can only be a winner

@alanchanguk @fuseenergyuk when is the energy network's gonna go live? with jupiter (@JupiterExchange) is still can't get the quote for the $ENERGY token

@HarryStebbings Selling 1 dollar bills for 10cents. you can do more ARR

Cursor is dead, Cursor is dead, Cursor is dead. Well can someone then explain to me how they are at $1.3BN in ARR closing the year at $2BN????

@Barney_H_Y Unfortunately not available in the UK.

Gotta say this is pretty amazing for the average consumer. Wealth = access has been the default pattern since… maybe forever Really respect this move by Vlad and the team.

@fuseenergy Yoooo come one dudes. launch it no more waiting

Energy is about to change. Forever.

@maxkarpis x.com/DimaZeniuk/sta…

@maxkarpis Imagine now that AI is so smart, there is no more need for revolut or palantir. AI build its code, tools, infrastructure, it builds a palantir replica in seconds.The only scarce thing is energy and raw material to manufacture infrastructure...

Imagine Revolut partnering with Palantir to become major parts operating system for the travel sector🤯 You're reading about this for the first time here. Palantir - $PLTR just signed a new 10-year deal with Airbus to supply the Skywise aviation AI data platform to the airliner manufacturer. That means Airbus will use #Skywise for its internal data processing, but it will not stop there, as commercial airlines that use #Airbus aircraft will also be required to use the Palantir system for their data processing, but this will not stop there. All suppliers and partners will seek to implement the Palantir system as it becomes the industry standard. Revolut has clearly stated and demonstrated that it is going up the chain into the travel sector to reach businesses and consumers with its financial and consumer products. At some point, say 3-5 years, the systems of these two companies will make clear contact, and the companies will enter into a partnership, allowing Palantir systems to access Revolut's regulated financial platform and data to make better decisions for its clients. This is not given, a speculation, but I see this trajectory. Two companies will essentially become parts of the operating system for the travel industry. One provides a regulated financial layer and financial data, and the other is an AI system that interprets all of the data. What would that mean for companies that don't use such a system, for the #travelsector, for consumers, and of course, for #Palantir and #Revolut?

@fuseenergy @lowercarbon @balderton For how long should i keep the radio on??😀

@MosesOpen @lowercarbon @balderton need to stay tuned for that👀

Today we announce our $70M Series B, led by @lowercarbon and @balderton, bringing Fuse to a $5B valuation. Time to go further.

@alanchanguk Is this legit? Found the token on phantom

The grid hasn’t changed in a century. This December, it will. ⚡️ The Energy Network is coming.

@ownsomeshares @MarkKleinmanSky what's in your portfolio?

Me waiting for @MarkKleinmanSky to Tweet news about companies I'm invested in:

@GergelyOrosz Use Chase UK. Revolut charges you a commission on the weekend. With chase you get the mastercard exhange rate and 1% cashback. Much better deal...

Having access to this information is changing my shopping habits. I *always* used my AMEX card abroad - not realising they charge the most interchange!! I now use my debit card a lot more, and it’s the reason I’m considering getting a Revolut card, which doesn’t add a markup.

Interesting to see new regulations in practice. In 2020, the EU mandated customers to be informed when a cross-border payment is made with a markup, and the rate. Now when shopping abroad, I get emails from AMEX telling me they charge 2.3% above the going rate; my bank adds 1.3%

Grant Sanderson (3Blue1Brown) - Past, Present, & Future of Mathematics youtube.com/clip/UgkxL2eNN… via @YouTube

@OliLondonTV Lol obviously not

Man sprays bottle of champagne up women’s skirt. Should this be classed as assault?