Brandon Thomas

[Brandon Thomas @dizzle_9]

@twittatimes Arsenal JA HQ....Timber Lounge

[Arsenal @Arsenal]

It all worked out.

[Uncle. @uncle876]

NORTH LONDON FOREVER.

[Brandon Thomas @dizzle_9]

@5Solae https://t.co/X7zrJZpi8q
@5Solae

[Aakash Gupta @aakashgupta]

Social Capital put $10M into Groq’s seed round in April 2017 when the company was worth roughly $30M post-money. That single check bought about 33% of the company. Then they doubled down with $52.3M in a 2018 convertible note.

Total deployed: $62.3M.

Here’s where it gets interesting. Groq raised $300M at $1.1B in 2021, then $640M at $2.8B in 2024, then $750M at $6.9B in September 2025. Each round diluted early investors. But Social Capital had board seats and likely maintained some pro-rata through the convertible.

Conservative math: They own somewhere between 15-20% of Groq today. At $20B, that’s $3B to $4B in value.

$62M in. $3-4B out. That’s a 50-65x return in 8 years.

For context, this single investment is worth more than Social Capital’s entire fund size in 2015 ($1.1B). One bet. Eight years. 50x.

The timing is the wildest part. Chamath invested in custom AI chips in 2017, years before ChatGPT made inference compute a thing. He sat on the board until 2021, then stepped back right as the company was entering its growth phase.

Now Nvidia is paying $20B in cash because they need Groq’s LPU architecture for inference at scale. Jensen is essentially writing Chamath a check for being early on the inference bottleneck.

Say what you want about his SPACs. This one makes up for a lot of Clover Health bags.

[Brandon Thomas @dizzle_9]

@5Solae Hes always been focused on disruptive tech n new frontiers in areas like climate change, 3D printing, space travel, biotech, etc. So as such he tend to get in "early". But early for certain companies can be 20M n for others, 1B. Guess it all depends

[Brandon Thomas @dizzle_9]

@guruintraining_ Seems like the 65% projected increase in EPS will only be on par with the 65% level of dilution from the offer. Couple that with demand being satisfied, hopefully there are significant growth prospects to come

[Brandon Thomas @dizzle_9]

@guruintraining_ Has revenue already started to be booked on the Govt bid Topical and CAC won ?

[Brandon Thomas @dizzle_9]

@guruintraining_ What do you think will be the ratio between institutional and retail investor participation in the offer? For eg. 70% Institutional 30% Retail

[Brandon Thomas @dizzle_9]

@guruintraining_ You have mentioned that you're already looking at other acquisitions? Will you be seeking additional debt after this APO to achieve this?

[Brandon Thomas @dizzle_9]

@guruintraining_ Has Tariffs had any positive material impact on Rose by forcing American companies to source their specialized batteries locally vs from Asia?

[Brandon Thomas @dizzle_9]

@guruintraining_ Does Kaya plan to participate in future GPE bids for Renewal Energy production? One such bid is said to come this year

[Brandon Thomas @dizzle_9]

@_thisisib Is it still Manic if we know the album dropping right after?

[Brandon Thomas @dizzle_9]

@BiGDeva1 Let's ban jeering and playful mockery in football ✊🏾

[Brandon Thomas @dizzle_9]

@BiGDeva1 @MikSean Not until somebody is heaven gated my guy, but keep coping

[Brandon Thomas @dizzle_9]

@BiGDeva1 @MikSean https://t.co/tW2gkqc88K
I fear this might backfire on the boy

[Z @BrianZisook]

Record labels and distributors can opt their artists into Spotify’s Discovery Mode, a program that boosts song recommendations to more listeners. In return, Spotify takes a 30% commission, effectively reducing the royalty rate paid to the rights holder (label).

[Brandon Thomas @dizzle_9]

@BiGDeva1 @MikSean Every word. The Siri thing BS, the guy that claim he got 5k for botting on Ak stream is unsubstantiated. The payola stuff haffi go be proven.
Re the 30% off for Spotify, I get it, it's under the table. I'm saying Drake has gotten every above n under the table benefit from UMG

[Brandon Thomas @dizzle_9]

@BiGDeva1 @ComplexMusic @Complex @MikSean Agreed. N I 100% support you trying to get leverage. U lose me when to do it you, u claim foul for things, of true, u benefitted from. And now u going a step further to diminish Dot's impact and claiming defamation.

[Brandon Thomas @dizzle_9]

@BiGDeva1 @MikSean His allegations are sourced from random online interviews and tik toks....and even if correct, yes Drake has 100% benefitted from all alleged. Those practices weren't invented this summer

[Brandon Thomas @dizzle_9]

@BiGDeva1 @MikSean Filing a petition against your label for something you benefitted from for years n years is wild still. Who has been pushed more in playlists and algos than him?
We kno what this, its just an angle for negotiations, n he gets to diminish the impact of not like us in the process

[Brandon Thomas @dizzle_9]

@BiGDeva1 @Spooniesta Lol It done as far as the outcome