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My rules of business: Build shit people want, never give up, avoid assholes, question assumptions, learn new ideas & always reward ambition
Charlie Munger once said liquor, leverage, and ladies are the downfall of men.
Everyone thought AI would blow up over leverage, but no one was prepared for it to be women.
If Nvidia ousts Jensen Huang and the bull market continues, there is literally nothing that will stop the AI tsunami from enriching investors.
The New York Times is reporting “Jensen Huang had a relationship with an Nvidia executive who reported to him.”
Headlines are about to get very crazy in the coming days.
All the noise around the AI sell-off is just that…noise.
Fundamentals are getting better as stocks get cheaper.
The bears will be in shambles soon enough.
Anthony Pompliano 🌪 retweeted
Announcing @rox_ai just hit a $1.3B valuation, only 12 months after launch.
@generalcatalyst and @MarchCPs co-led our Series B, joined by @sequoia, @databricks Ventures, @p7ventures, Factory, and others.
We created the Revenue Agent category to help the world's most consequential enterprises grow revenue with agents.
Today, our customers have closed over $7.5 billion in revenue since partnering with Rox.
Our core is the Global 2000: dozens of large public companies across medical devices, manufacturing and financial services.
CEOs are using Rox and rolling it our across their revenue teams. We’re building AI for the real economy, not just tech.
Since launch:
- ARR up 10x
- 25x customer ROI within months
- 700%+ NRR across enterprise accounts
So what is a Revenue Agent?
It’s an AI agent that finds, wins and grows every revenue opportunity for you behind the scenes.
Soon you’ll tell Rox “Generate $50M in opportunities” and it will figure out how.
In practice:
- Fortune 500 medical devices company: Rox finds rural hospitals with new funding and preps everything reps need to win, down to the joint funding proposal. That’s $200M in pipeline and $24M closed-won in months.
- Top-3 US payroll provider: Rox reaches millions of small businesses, like your local pizza shop. Reps just show up to the meeting, and winning a customer now costs 80% less.
- Global IT services business: $300M+ in qualified pipeline in 8 weeks.
All of this is built on our elite applied AI team of ~50 researchers in SF. Nobody else has a team like it.
Gartner named us the only Visionary in the 2026 Gartner® Magic Quadrant™ for Revenue Action Orchestration.
We’re the fastest-growing company in GTM, with the highest ROI of any AI spend.
With this round, we’re doubling down on our mission:
Accelerating the world's revenue.
Learn more: rox.com/contact
Managing your household finances can be a nightmare.
It doesn't need to be stressful though.
Take control and grow your family's net worth with @cfosilvia.
"Did [Jensen] lie to the board if they asked about this 6 months ago?"
@DivesTech says if Jensen lied, then it doesn't matter who you are...the board likely has to remove the CEO.
"A lot of it really comes down to that."
Do you agree with Dan?
I sat down with @DivesTech to break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry.
We also discuss Anthropic’s IPO, OpenAI, $TSLA, $SPCX, $PLTR, $CRWV, $META, and whether the AI bull market can survive this moment.
YouTube: youtu.be/PWMNwdI360M?si=wXh8…
Spotify: open.spotify.com/episode/1iV…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
0:56 - Will Jensen Huang remain Nvidia CEO?
4:57 - What this means for China & US chip exports
9:03 - The spy story: what’s really going on?
16:10 - The most resilient bull market ever?
21:33 - Anthropic IPO & falling valuation
23:12 - Frontier models vs. their partners
27:12 - OpenAI going public
30:26 - Marvell merger, leverage & AI’s first-phase winners
35:21 - CoreWeave, Nebius & Palantir
37:36 - SpaceX, Tesla & the midterm fallout
41:11 - Cybercab, robotics & China’s lead
43:30 - Still bullish on AI?
45:08 - Meta’s comeback
More parents should consider home school.
There is a good chance you can educate your child better than the government can.
I sat down with @DivesTech to break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry.
We also discuss Anthropic’s IPO, OpenAI, $TSLA, $SPCX, $PLTR, $CRWV, $META, and whether the AI bull market can survive this moment.
YouTube: youtu.be/PWMNwdI360M?si=wXh8…
Spotify: open.spotify.com/episode/1iV…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
0:56 - Will Jensen Huang remain Nvidia CEO?
4:57 - What this means for China & US chip exports
9:03 - The spy story: what’s really going on?
16:10 - The most resilient bull market ever?
21:33 - Anthropic IPO & falling valuation
23:12 - Frontier models vs. their partners
27:12 - OpenAI going public
30:26 - Marvell merger, leverage & AI’s first-phase winners
35:21 - CoreWeave, Nebius & Palantir
37:36 - SpaceX, Tesla & the midterm fallout
41:11 - Cybercab, robotics & China’s lead
43:30 - Still bullish on AI?
45:08 - Meta’s comeback
Anthony Pompliano 🌪 retweeted
Imagine investing in a $1.3 trillion company only to discover that one share you can't buy controls 50.1% of the shareholder vote.
Here's who actually calls the shots at Anthropic:
readtheprofile.com/p/most-po…
When I got married, I was shocked there was no good way for my wife and I to manage our household finances as a team.
That is why I am so passionate about making @cfosilvia the best place for spouses to work together to build generational wealth.
We recently launched the ability for couples to share access to the same Silvia account, so each partner can see the family's assets and accounts, while also sharing one chat history with the AI.
We also launched Silvia Legacy so the account ownership can be handed off to a spouse if the original account owner is unable to continue managing the household finances.
You and your spouse shouldn't have to manage your family's wealth separate from each other. It should be easy to work together to achieve your collective goals.
Managing your household finances and investments is now a team sport.
Give Silvia a try for free: silvia.com
I met two 25 year old guys yesterday who are killing it marketing software on social media.
They kept referring to anything uncool as "unc"
At some point, I realized "unc" is their version of my generation's "boomer" quip.
The more things change, the more they stay the same.





