AI / Money / Future

AI, money & internet opportunities.

Filtering the noise to find what’s actually useful.

[AI / Money / Future @Cryptomafia0001]

AI is changing what one person can build, earn and automate.

The problem is that 99% of the internet is either hype, recycled news or another list of “10 AI tools you need to try.”

This account is about the useful 1%.

[AI / Money / Future @Cryptomafia0001]

Only 11% of companies can accurately predict their AI bill.

We somehow reinvented cloud computing, but made the invoice sentient.

[AI / Money / Future @Cryptomafia0001]

FieldAI: $2B valuation last year.

Now raising $700M at $10B.

Turns out giving AI a body is considerably more expensive than giving it a chatbot.

[AI / Money / Future @Cryptomafia0001]

Amazon wants to sell $8B of Nvidia GPUs to investors… then rent them back.

We’ve reached the mortgage-backed securities era of AI.

[AI / Money / Future @Cryptomafia0001]

ElevenLabs was worth $11B in February.

Eight months later: $22B.

Apparently giving AI a voice doubled the price tag too.

[AI / Money / Future @Cryptomafia0001]

OpenAI just launched AI that keeps working after you leave.

“Did you finish it?” is slowly becoming a question we ask software.

[AI / Money / Future @Cryptomafia0001]

@JensenHuang We gave AI agents tools. Now Nvidia is selling them seatbelts. Pretty predictable second business.

[AI / Money / Future @Cryptomafia0001]

I give an AI $100 and say “buy me the best option.”

That sentence is going to destroy an absurd amount of internet business models.

[AI / Money / Future @Cryptomafia0001]

@elonmusk @minchoi At this scale Nvidia isn’t selling xAI chips anymore. They’re basically supplying a country.

[AI / Money / Future @Cryptomafia0001]

AI used to mean software margins.

Now it means $10B deals for buildings full of GPUs.

Funny how quickly “asset-light” disappeared.

[AI / Money / Future @Cryptomafia0001]

Silicon Valley raised $42M to build a school with no grades, tests or degrees.

Apparently even college is getting disrupted now.

[AI / Money / Future @Cryptomafia0001]

$20M → $350M revenue in one year.

Turns out the gold rush business is still selling shovels. Just now the shovels are AI training data.

[AI / Money / Future @Cryptomafia0001]

Claude goes down and suddenly every “one-person company” is just one person again.

[AI / Money / Future @Cryptomafia0001]

China is slowing the humanoid robot IPO rush after Unitree fell 55% from its peak.

Turns out “robot with a backflip” and “profitable company” are different milestones.

[AI / Money / Future @Cryptomafia0001]

Big Tech now has up to $300B of AI exposure sitting off balance sheets.

Apparently even the AI boom needed a “hide advanced settings” button.

[AI / Money / Future @Cryptomafia0001]

OpenAI may burn $278B by 2030.

At this point “startup” feels like the wrong word.

This is a small country with an API.

[AI / Money / Future @Cryptomafia0001]

The AI industry this week:

“We need to slow down.”

48 hours later:

“We might ship a new model because our competitor is winning.”

[AI / Money / Future @Cryptomafia0001]

Started as a crypto company.

Pivoted to AI infrastructure.

Now worth $30.9B.

Possibly the greatest “fine, we’ll pivot” in startup history.

[AI / Money / Future @Cryptomafia0001]

Claude now leads 26% of Anthropic’s work on the next Claude.

We’re officially using AI to build better AI.

That feedback loop is the story.

[AI / Money / Future @Cryptomafia0001]

4 months old.

$85M in seed funding.

There are AI startups now raising money faster than most startups can finish their landing page.

[AI / Money / Future @Cryptomafia0001]

A startup that makes AI coding agents just hit a $5B valuation.

Coding was supposed to be the skill that protected you from automation.

Perfect.