Full-time retardmaxxer.
Valencia
Joined February 2008
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Simón Muñoz retweeted
You are telling me that the company with the largest IPO this year earns majority of their data center revenue from the company with the second largest IPO this year
ANTHROPIC AGREED TO SPEND UP TO $120.5B ON COMPUTE FROM SPACEX $SPCX
The deals are with SpaceX's AI unit, for access to Nvidia $NVDA chips
Once all the capacity is delivered, expected in December 2026, Anthropic will pay about $3.1B a month. The deals run into 2029.
After early periods ending in January and March 2027, either side can cancel with 90 days' notice.
🇺🇸🇳🇴 Trump tilda a Noruega de "país de mierda" por no otorgarle el Nobel de la Paz: "No quiero a nadie de Noruega. No quiero tener nada que ver con Noruega. Apesta. Se ha convertido en un país de mierda" europapress.es/internacional…
AI is not making money for the companies that need to pay for it vm.tiktok.com/ZN8DPtPEt/
Simón Muñoz retweeted
Revolut founder Nik Storonsky says one of his investors tried forcing him to fire his best person:
“He was forcing me to fire my best person, because he was too hardcore.”
“Of course I didn’t fire him. I said no.”
“Pretty early on I realized that quite a few VCs, they are not very operational, and they can be actually dangerous for the company if they have enough power. So every single investment round, we just remove VCs.”
“Now I don't have any VCs on the board. I think that's the best. You always need to have operators rather than VCs on the board, people who actually build business and who know how to do things.”
Nik Storonsky is one of the most hardcore and competitive founders I’ve ever talked to. He’s the founder of Revolut, a $115 billion company, and wants to be the number one bank in 100 countries.
When someone asked Nik if he was coming for Jamie Dimon's lunch, he said “I’m coming for his dinner.”
“We want to dominate, otherwise what’s the point?”
He removed every VC from his board, and when one investor pushed him too far, he started his own fund to compete with them.
Nik has a lot of ideas on talent, product design, marketing, constraints, and what makes founder-led companies special.
This is a fascinating conversation about competition, speed, and building a machine-like company.
0:00 Coming for Jamie Dimon's dinner
2:04 Building the #1 bank in 100 countries
6:12 Why founders beat professional CEOs
8:45 Revolut's biggest mistake
12:47 Why legacy banks can't innovate
17:20 Running a company like a machine
20:28 Funding winners and cutting losers like a trader
23:31 How AI is changing Revolut's team structure
25:23 50 direct reports and spreading innovation fast
29:59 Hiring self-guided missiles
33:31 Too much money makes founders weaker
37:38 What Europe's constraints taught Revolut
41:08 Why VCs are like football cheerleaders
49:28 Starting a fund to compete with VCs
54:28 From zero marketing to buying Europe's airports
1:00:21 Funding moonshots like a global tech company
1:03:58 Building an unstoppable machine
Includes paid partnerships.
Simón Muñoz retweeted
Getting VC backing is a fools errand.
New research says 88% of US venture-backed founders receive ZERO financial proceeds from their company ownership at exit, while the top 1% capture 79% of the total exit value.
Not a small study. They looked at 157k startups and 348k founders across the last 40 years. They searched through actual SEC filings and a dozen other sources.
Almost 9 out of 10 got zip. Nada. Zilch. Nothing to show for the stress and even the success of their venture.
Now this doesn’t mean the companies didn’t become profitable or valuable. The VCs know how to structure deals so they get paid a return first. The founders go to the back of the line.
Imagine building a company worth hundreds of millions. Then when it sells you get absolutely none of it. Wow.
Now imagine an alternate universe. You and a cofounder stay away from VC funds. You build businesses that is worth millions or even tens of millions. You can sell it, keep it or close it. If you sell it, you get the proceeds.
I’ve been asked many times why I’ve never taken VC money - it’s never felt like a good deal - and this research shows it’s not… nber.org/papers/w34512?utm_s…
En 2017, un corte de luz en Nigeria salvó a Maersk de la quiebra absoluta tras el peor ciberataque de la historia.
¿Tendremos tanta suerte esta vez?
estrategiadeproducto.com/p/o…
“Revenue per worker is rising for the Mag 7 but is flat for the S&P 493. Profit margins are rising for the Mag 7 but are flat for the S&P 493.” 👀
apollo.com/wealth/insights-n…
Simón Muñoz retweeted
ah nice good luck patching your infra against 1500 tok/s hacking your shitty 2008 backend
DeepSeek V4.1 Flash 1017 runs at 1,521+ tok/s on Fireworks Ultrafast.
Fast enough to ship Tetris in 11 seconds, 7x faster than Claude Opus 5.5.
Join the Ultrafast waitlist: bit.ly/3UA0wKq
Simón Muñoz retweeted
"20 years from now, the only people who will remember that you worked late are your kids."
Simón Muñoz retweeted
Great chart from Slok. Everybody knows that a very small % off companies are consuming the lion's share of token consumption
What's interesting is that of those top 1% of spenders, they're overwhelmingly VC-backed companies. May have implications if VC-funding starts to slow.
Simón Muñoz retweeted
Don’t overthink it. Hyperscaler and AI CapEx stocks are dumping because the assumption that there will be unlimited cheap debt to fund the AI buildout is proving false.
Only two ways around it:
1) Cut the CapEx
2) Fund it with equity
And both result in lower EPS.
Welcome to your first commodity cycle, Muse bros.
Simón Muñoz retweeted
if steve jobs saw you reserving 15% screen width for a single icon and then putting a left side arrow back button on the unreachable right side of the screen he would've personally taken you behind a dumpster and beat you with a metal pipe
20 años para aprobar el plan para construir 1300 viviendas en Valencia 😅
Lo que decíamos por aqui… la gente a pie no tiene casos de uso agénticos recurrentes estrategiadeproducto.com/p/u…
One of the big issues with Muse? Retention.
The bearish side of these agents is that consumers don't have much incentive to stick to them. What is the switching cost? None.
I believe Muse will do great, but a major work in progress still. Retention matters.
$META
