Mike Johnson

[Mike Johnson @KurtCharles]

@narrative_hole Patient.

[Mitchell Askew @MitchellAskew]

Let. Him. Cook. 🔥

[Dan Held @danheld]

What getting Bitcoin orange pilled feels like 😂

[Mike Johnson @KurtCharles]

@chamath I’ll bet you used to despise Tucker as much as I did. Big shifts happening here.

[The ₿itcoin Therapist @TheBTCTherapist]

This story is absolutely INSANE. 🤯

A father traveled over 5,000 miles into Mexico against the permission of both state authorities to find and recover his daughter who disappeared from their suburban neighborhood 3 years prior.

He used #Bitcoin to fund the rescue. 🧡

[Mike Johnson @KurtCharles]

@shellenberger You’re doing a great job. The world needs more intelligent comparisons and a less divisive approach to disseminating the truth regarding controversial topics. Keep it up.

[Mike Johnson @KurtCharles]

@saylor @dee_bosa You really think this was an excellent review?

[Mike Johnson @KurtCharles]

@WlfPackCrypto @VailshireCap @LynAldenContact Can you share that break down or another resource? Haven’t found it yet.

[Mike Johnson @KurtCharles]

@BritishHodl Pricing #bitcoin in gov. fiat is not what this all about. I encourage people to accumulate, but please don’t expect this type of crypto boi propaganda to play out. Instead, hope for a world run on sound money and what that means for humanity.

[Mike Johnson @KurtCharles]

@chamath Good guess. Here’s another, tech that helps students complete assignments at home, but can’t be replicated in a live test setting. E.g., Excel, Chegg, Ctrl F, and now ChatGPT.

[Mike Johnson @KurtCharles]

@JoeBiden I love the new Twitter so much I might start calling it @X.

[Peter McCormack 🏴‍☠️🇬🇧🇮🇪 @PeterMcCormack]

Whatever you think of Coinbase, this ad is actually brilliant.

[Dr Jordan B Peterson @jordanbpeterson]

You’re not everything you could be, and you know it.

[Bitcoin News @BitcoinNewsCom]

Check out the new S19k pro BitChimney 👀

These #Bitcoin mining space heaters are WiFi enabled and can be plugged straight into a standard 120V outlet, providing up to 40 TH/s of hashing 🙌

[Mike Johnson @KurtCharles]

Fantastic. https://t.co/la7MQUKwyY

[Mike Johnson @KurtCharles]

@MississippiHodl I don’t know why this is true, but it is.

[Jurrien Timmer @TimmerFidelity]

Let’s put Bitcoin’s volatility in perspective. 🧵

[Mike Johnson @KurtCharles]

@julian_liniger Leverage it to buy a private company at 3.2x earnings multiple. Increase company's profit by 20%-30% Y/Y by improving operating efficiency, sales strategy and fiscal management. Pay off leverage. Use increased profits to purchase more #BTC . And repeat.

[Chief AI Officer @chiefaioffice]

Bessemer Venture Partners makes 3 predictions for AI

1. The majority of the value produced by AI will flow to the end users

2. The LLM Revolution will transform the SaaS application layer

3. AI Native companies will accelerate path to $1 billion ARR by 50%

Breakdown:

1. Artificial intelligence is creating unprecedented consumer surplus. In other words, the value of the efficiency gains and experiences that AI enables far exceeds its market price. AI is becoming increasingly available and accessible. The open source ecosystem is thriving, making AI even more affordable, and prices are plummeting as performance improves. OpenAI dropped prices by 10x in just the last six months! While AI is driving massive productivity gains—given these dynamics—end users, consumers, and the developers building with AI are capturing outsized value.

As the ecosystem explodes, entirely new categories of products and services are emerging around AI capabilities. AI-native businesses are being built and designed from the ground up with AI at the core of the product offering. And we’re seeing new leaders rise in consumer and enterprise categories, as well as the emergence of a new layer of developer tools and enablers that make it easier to build and leverage AI. For example, Jasper defined a new model for content creation, pioneering the market for AI generated copywriting. Likewise, Perplexity is reinventing search, creating a new paradigm around knowledge discovery and information access.

2. For incumbent cloud leaders, the way they run their business and products must fundamentally change. We are already seeing big names in the cloud, such as Intercom, Canva, and Zapier, among others, launching stellar products with OpenAI’s GPT-4 API. Countless opportunities now exist for new founders to pursue in software.

It’s important to note that oftentimes incumbents don’t move quickly on new technological trends, however, as we’ve seen with Microsoft, Google, Adobe, and others, many of the established big tech companies have quickly integrated language models into their products.

This is making it all the more important for cloud category leaders to continue moving quickly, spurring the cloud economy into the age of AI.

3. As business models change, people will acquire new skills with the power of AI solutions, and technologies will accelerate faster than ever before due to the compounding powers of these foundational models. Revenue generation will also accelerate in the age of AI.

The path from $100 million ARR to $1 billion ARR looks different for many Cloud Giants. Canva achieved it in three years, Zoom in 3.5 years, and Twilio in four years. Emergent leaders such as OpenAI and Anthropic are well on their way to reaching not only Centaur status ($100M ARR), but becoming some of the fastest growing technology businesses in recent history. We estimate that AI-native companies will reach $1 billion ARR 50% faster than their cloud counterparts.