Earlybird

don't wait for coinbase

[Earlybird @joinearlybird]

What OpenAI loses from Apple choosing Gemini:

- $1B/year in high-margin, recurring licensing revenue
- 2B device iPhone → ChatGPT Plus upsell funnel
- OS-level context (calendar, location, emails, behavior)
- real-world mobile interaction data at global scale
- claim to being the most capable foundation model
- leverage over platform partners
- strategic insulation from Big Tech vertical integration
- bargaining power with Microsoft
- path to owning the AI OS layer

[Earlybird @joinearlybird]

List of all @cluely resignations👇👋

[Earlybird @joinearlybird]

Long OpenAI on your phone.

Built on @solana.

[Earlybird @joinearlybird]

A quick guide to pre-IPO exposure on @solana:

1. Sign up on https://t.co/P5cdRFuTII (reply for password)
2. Load up on USDC
3. Start accessing exposure to companies like SpaceX, OpenAI, Anthropic

or test around with demo money ($10,000) on https://t.co/8YngXTLzdr

Be Early!

[Earlybird @joinearlybird]

2025 could have been an incredible year for pre-IPOs:

[Earlybird @joinearlybird]

Public company exposure into OpenAI:

Amazon (AWS) - $38B cloud services agreement
Amazon - $10B investment
Microsoft - $1B investment
Microsoft - $250B Azure services purchase
Oracle - $300B cloud/compute deal
NVIDIA - up to $100B investment intent
AMD - 6-gigawatt multi-year GPU partnership
Broadcom - 10-gigawatt custom accelerator collaboration
Apple - ChatGPT integration partnership

Your exposure:

[Earlybird @joinearlybird]

Gemini vs ChatGPT vs Grok

(@elonmusk - Grok needs to step it up...)

[Earlybird @joinearlybird]

"Databricks can IPO tomorrow. They’re choosing not to."

"CEO Ali Ghodsi said it himself in December 2024: “It’s dumb to IPO.”"

"The private markets have fundamentally broken."

"the best companies never go public, and the public market gets the leftovers."

Our solution:

[Earlybird @joinearlybird]

In the time it took @databricks to reach Series L...

- @VitalikButerin published the ETH whitepaper and mkt cap hit ATH of $583B
- Vine launched and shut down
- @Marvel launched Phase 2 to Phase 6
- @netflix became a global streaming giant

...and the public still can't invest

[Earlybird @joinearlybird]

> be you

> support Elon on X
> excited to get to Mars
> watch every SpaceX launch
> think SpaceX is a trillion dollar company
> can't invest into SpaceX because not an "investor"

> see news about $1.5TRILLION IPO
> can't do anything

or

>> long SpaceX on Earlybird

[Earlybird @joinearlybird]

Our marketing team deprecated.

I’m a backend dev maintaining this feed now.

The asset: I forked a frame from @solana’s ad.
The patch: Injected green_wings.png and logo_overlay.
The logic: Visual metaphor for Earlybird (us) giving you flight/access to pre-IPO markets like SpaceX and OpenAI.

Tooling: Gemini 3 (I have actual tickets to close).

If engagement > 0, my hypothesis that "marketing is bloatware" is proven. Please validate.

Notes: Generated via Gemini 3 because I don't know how to use Canva.

Ship it. #🚢

[Earlybird @joinearlybird]

[EARLYBIRD]

RETAIL INVESTORS HAVE NOTHING TO DO WITH THIS INFORMATION THAT POLYMARKET IS LOOKING TO RAISE AT A $12B VALUATION, UP FROM PREVIOUS $10B OTHER THAN ENGAGING WITH AN X POST

[Earlybird @joinearlybird]

Ramp has higher returns for investors than Bitcoin in the past year.

If you had any exposure, that is.

[Earlybird @joinearlybird]

Tldr: VCs made a 10x in less than a year on Cursor investments.

Why can't the public participate?

[Earlybird @joinearlybird]

"There are not many times that I want to be a public company, but one of the rare times it's appealing is when those people are writing these ridiculous @OpenAI's about to go out of business, and I would love to tell them they could just short the stock, and I would love to see them get burned on that."

- @sama

[Earlybird @joinearlybird]

Most of @elonmusk's job-creating, tax-paying, economy-boosting force is still trapped in private markets.

Pre-IPO prediction markets will serve as the key to unlock exposure for the public.

[Earlybird @joinearlybird]

"Boomers had three decades of good IPO opportunities. Millennials had 3 good IPO opportunities over the span of 20 years."

Let's stop waiting for IPOs, it's not fair.

[Earlybird @joinearlybird]

You're really missing out on the future of finance if you're not on @solana

[Earlybird @joinearlybird]

SoLaNa Is DeAd🤡

Except...

Solana users can get exposure to private companies like OpenAI and SpaceX

[Earlybird @joinearlybird]

What companies would you like to long or short?