Ben Geist
666 posts

Ben Geist
@b_geist
MLE @ramplabs / physics + math nerd / Kate Bush fan




JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? citriniresearch.com/p/2028gic


Ramp Sheets now works on mobile. Run financial models and ask questions from your phone, today.

xAI just raised $20B at ~$230B. Ramp Sheets thinks it's a good deal: $383/user vs OpenAI's $1,875/user (80% discount) 600M users who already open X daily Only need 8% converting to $20/mo Grok to justify valuation




xAI just raised $20B at ~$230B. Ramp Sheets thinks it's a good deal: $383/user vs OpenAI's $1,875/user (80% discount) 600M users who already open X daily Only need 8% converting to $20/mo Grok to justify valuation










