
Rafe Anderson
6.7K posts

Rafe Anderson
@RafeAnderson
CEO of @TruMediaSports. Exec Team Member of @Poker_Now_Club and Sharp Hunter). Formerly with @RedSox & Fenway Sports Management. Clark U Grad.


Part of the AI triple vibe shift that I described this week is that the AI bubble argument has meaningfully shifted from A) the revenue growth curve looks weak and old chips will lose value too fast; to B) well sure, old chips are retaining value for this inference boom, and the revenue growth curve is ferocious, but it’s being subsidized by below-market token pricing and corporate AI-FOMO Ofc, the latter argument could turn out to be right! The future is a crazy place. But the bubble case has shifted from “the demand doesn’t exist” to “the demand exists but i think it’s illusory” and I think we should pay attention to the evolution of the argument.

This is not a goodbye, but I do want to take a moment to thank the entire team @PokerGO for the opportunities that they've given me throughout the years. @buffalohanks, who somehow became CEO and somehow became one of my best friends…what a treat it was to share the broadcast booth with somebody so passionate about this game, and so focused on sharing that passion with every single potential viewer. Poker Hall of Famer Mori Eskandani built an incredible work environment, and I consider myself extremely lucky to have been part of it. Mori, Dan Gati, and @sampsonsimmons brought me in back in 2018, and fully supported me throughout my entire career. I'll never forget that. El Jefe, Cary Katz, has been instrumental to the poker world in helping to bring our game to such an important audience. Too many other people to expand upon in one social media post, but I will at least say thank you to Donnie, Commish, Remko, Jess, Antonio, John, Aidan, Hays/Drew, Zach, George, Pat, Sara, Shaun, Hayley, Jay, Dave, Justin, Paul, Daniel, David, LIZ THE GOAT FLOOR DIRECTOR, Jimmy, Joey, James, Bianca, Jason, Mackenzie, Marcos, Kevin, Bob, Remy, Willie, Michael, Cletus, Ryan, Keegan, Jim, Joe, Brandon, Amanda, Pang, Andrew, Mike, Ben, Colin, Boris, Matt, Lara, Hunter, Rich, and Brenna. (major anxiety that I missed somebody) And Producer/Editor Joseph for all the clips! It's been an honor to work with you all and I know/hope we'll have plenty more to accomplish together in the future. Most importantly, thank you to the viewers…we're passionate about what we do but without that passion in return, none of this exists.





Breaking news: The Trump administration announced that smartphones, computers and other electronic components are exempt from reciprocal tariffs, days after the United States imposed the highest levies on foreign goods in a century. wapo.st/4jxAiPz























