X @Cassandra Unchained
Cassandra Unchained·2025-12-07 02:17
Fun facts1. Even a $1 Trillion OpenAI raising $60B would not be near enough even though it would be the largest IPO raise in history by more than 2x. And will not change its Netscape fate.2. Over 90% of subscribers on Substack are free so almost every estimate of Substack revenue you see is >10x too much.3. I did not know there would be video released for my podcast with Michael Lewis- that much will be obvious if you come across it.4. Palantir is DiamondCluster.https://t.co/L3JqVYjIdp ...