Anyone know how much money all the investors of the twitter buyout ended up making ? (At todays spcx price)
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ConsumerTechBets
8.8K posts
ConsumerTechBets
@optionsly
High Growth US Consumer Tech. Previously at 3 midcap public tech cos. Voting and weighing stocks. raw thoughts. dms open.
San Francisco, CA Katılım Ekim 2020
743 Takip Edilen2.8K Takipçiler
Guaranteed generational consumer tech companies
1. Megas: MSFT, GOOG, AMZN, META, TSM
(or SPY/QQQ is fine)
2. HOOD, DASH
3. UBER
Get good entries on all of these (hard part) and no need to worry or look for a decade.
Too easy sometimes
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sports is going to grow much bigger.
Everyone increasingly has more disposable money and time, and a lack of meaning/identity that sports fills.
Sports also isn't infinitely creatable in a way that the n-th netflix show, or youtube short is.
Ironically best way for normies to "invest" in sports is indirectly through some sort of "gambling" app. (e.g. if you could invest in kalshi, although its private)
hard for non-sports fans to grasp
and also hard for lifelong sports fans to grasp (it was already the case for them)
Adam Schefter@AdamSchefter
A group led by San Francisco 49ers limited partner Vinod Khosla has agreed to purchase the Seattle Seahawks for $9.6 billion, a record sale price for an NFL franchise, per @SethWickersham and me.
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@slackercapital Yea true. Although none of the stocks i wanted to buy dipped either 🥲
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@optionsly just be grateful to have a dip, cheap is not an adjective you're ever going to use in this market
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So much noise about blood in the streets and wsb loss porn but nothing looks particularly cheap.
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@optionsly I think it was a saved draft from 2021 and he just pressed "send" now
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Imo some good points.
Not sure why so much hate just coz ai-y
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Youtube Shorts is literal crack.
Takes a little to get hooked.
Kids are cooked.
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@taobanker I dont think Uber has better pricing? UE worse all around in bay area atleast
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Not apparent to most but prediction markets have budding social graphs.
Social graphs (follows/profiles)
Newsfeed
Real time chat during events
A rare new form of social. nascent ofc.
rat king 🐀@MikeIsaac
News: Meta is currently building a prediction markets app to rival Polymarket and Kalshi, according to sources the app, currently called "Arena," will be a standalone offering and was ordered up by Mark Zuckerberg w/ @yaffebellany nytimes.com/2026/06/23/tec…
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Kalshi’s Wall Street bookies have decided to shade Team USA’s line from 35-1 in the sportsbook all the way down to 17-1. Thanks for the exciting product guys!
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@Taran Taran why do you believe you are getting any anthro ever in this case
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For an spv I invested into anthropic in late 22/early 23, the manager has never responded to emails or legal notices. I've tried multiple times to sell at 50b, 100b, etc yet failed. Sometimes, it's a blessing in disguise. Though, having a trustworthy spv manager is extremely important. You wanna make sure you're not getting scammed.
We committed to an spv manager recently to invest in a defense company (3 to 5mn). Paperwork seemed fishy. He had removed the standard fiduciary duty clauses from agreement. We asked him about it and, instead of reading our redline or listening to reasoning, he decided to call us "uneducated" and "inexperienced". Turns out, he had never even opened our redline document nor did he send it to his legal team. His 19 year old intern was chat gpting it for him. He was just an arrogant b*stard and we passed. If he was this arrogant during the fundraise, he would've for sure fucked us over in the future.
Stay safe friends.
Francisco Amador | Sleepwell@SleepwellCap
scary stuff from a TechCrunch article about SpaceX multi-layered SPVs:
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big expansion in money supply lately?
maybe fake given equity values and paper equity values but
but also maybe not? perhaps its just bay area
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Amazon $AMZN IPOed in 1997 for $438 million. Million.
Today 29 years later SpaceX $SPCX will be IPOing at $2 Trillion.
That's 4500x higher....
IPO is exit liquidity, not an early opportunity anymore.
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@yungmetronome Most common ive seen is a big house with a big mortgage
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If I can frame a question relating to this in a different way: what are line items that cause people to spend at or above their means?
Private school 70k + donations etc maybe 100-150k all in
Vacations, like 30k? Maybe 50-75 depending on hotel?
Beach house rental, 100k?
Nanny 70k
BuccoCapital Bloke@buccocapital
Bucco’s guide to making $400k+: So, your dumb ass has been lucky enough to stumble into making a 1% salary. Congratulations, you’re at the doorstop of generational wealth (or early retirement). Here’s how to not fuck it up 1. Assume this isn’t permanent: The first thing you need to recognize is most people don’t keep their 1% salaries. There’s a lot of luck, and variable comp, that usually goes into that kind of paycheck. So have some humility and live like it ain’t permanent, because it usually ain’t. Which brings me to point #2 2. Live below your means: Most people who start making fat paychecks start racking up fat credit card bills. But if you follow my first rule you won’t do that. At least for the first 3 years you will live like you aren’t making a lot of money. You will save. A lot. This is a gift to future you 3. Take care of yourself: If you are making this much you are usually working very hard. So take care of yourself. Invest in your brain and your body and your health. It is a marathon, not a sprint, as they say. And one of the reasons people don’t maintain their high paychecks is because they burn out 4. Pay it forward: Fate has smiled on you. You are not only obligated to pay it forward, but it is the right thing to do. One day you may experience something bad, unlucky, and catastrophic. People will remember that you did not neglect others while it was your moment in the sun and they will come to your support. Be kind, especially when you don’t need to 5. Maintain perspective: You are not better than anyone because you make a lot of money. There are many ways to be rich. Be sure that you stay humble, and continue to invest in your friends, families, relationships and health. Or you might one day find yourself with a full bank account and an empty life Follow these rules and I assure you that the odds of living a prosperous life will tip heavily in your favor
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How is all the liquidity from spacex, oai, anthro going to distort the market? And which markets?
7T+ worth of liquidity hitting?
About 4-5x bticoin market caps
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WTF operating profits already?
The Kobeissi Letter@KobeissiLetter
BREAKING: Anthropic's revenue is set to more than double to $10.9 billion in Q2 2026, an "explosive rate of growth" that will make the company profitable for the first time ever, per WSJ. The company is set to turn an operating profit of $559 million in Q2 2026.
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Tokens effectively free for consumers now.
$0 for majority of population.
Mom just uses chatgpt and claude free versions.
Paid is the price of a Netflix subscription covers 99% of users.
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