Jason Kam

@FoliusVentures @bidclubai @CarnegieMellon

[Jason Kam @MapleLeafCap]

Anthropic claims Claude Opus 4.6 published today is a marked improvement for investment analysis;

I put it to the test.

I ran it through my automated stock pitch pipeline: 6 AI analysts, 5 rounds of debate, 1 research director.

It cost ~$50 (20x my usual).

Is it worth it? Here's what I found: 🧵

[Jason Kam @MapleLeafCap]

@mikeahorton @brianzhusg @bidclubai I was looking back at it and u guys nailed 10 mm ARR.
Burn / emission flip imminent.
Huge congrats on the progress king!

[BidClub @bidclubai]

🔈BidCast - New Interview with @mikeahorton from @geodnet on $GEOD

We discuss:
📌 Geodnet's device economics and growth flywheel
📌 Breakdown of its $3.5-4 mm ARR and path to $10 mm ARR with a diverse range of potential customers
📌 Tokenomics breakdown and math on net-burn
📌 Why Robotics is their #1 focus today with upside to $1 Bn ARR target longer-term

Links 👇
Summary → https://t.co/4WA6AnWUrv
YouTube → https://t.co/wcwb6DY0sZ

Timestamps 👇
00:00 Opening
00:44 Introduction to GeodNet and Its Technology
03:45 Understanding the Cost Differences in Base Stations
06:43 Market Competition and Hardware Evolution
09:34 Tokenomics and Network Coverage
11:19 Marketing Strategies and Community Engagement
13:14 Empowering Small Businesses with GeodNet
16:40 Manufacturing Challenges and Decentralization
18:46 Revenue Growth and Customer Base
23:48 Future Projections and Backlogs
27:45 Understanding Customer Dynamics and Token Economics
31:40 Exploring New Use Cases and Revenue Opportunities
35:23 The Role of Robotics in Future Growth
40:35 The Impact of Robotics on Market Dynamics
45:16 Innovations in Indoor Positioning and Satellite Technology
50:44 Competing in the Global Robotics Market
57:33 Financial Sustainability and Future Outlook

[Jason Kam @MapleLeafCap]

I personally think the $CRCL investors are significantly underestimating the risk of leading fintech players teaming together and launching their own stablecoin.

For instance, the float on Stripe alone at any given point I think is around 15-25 Bn USD on its massive transactional volume. Already 20-25% of USDC without them actively juicing this on-platform float.

[Jason Kam @MapleLeafCap]

@hansolar21 Not kidding about Quadrillion market cap. It's got the best shot at it vs. any company ever existed.

[Jason Kam @MapleLeafCap]

Are you telling me your nitwit wallstreet brain is gonna short the 1st new empire since the united states and soviet union that's effectively modern VOC that will build factories on the moon and launch satellites into space at 0 marginal cost that will dominate world compute and be 1st to corner sun's energy via dyson sphere and mine the fuck out of asteroids this thing will be the 1st quadrillion market cap empire and outlast the USA and China?

[Jason Huang @Jhy256]

https://t.co/IRMMtKru85

[Jason Kam @MapleLeafCap]

At some point with lower premium to book & BTC prices, the dilutive path to cover dividend & interest payments become untenable to $MSTR; such chatter may grow louder as prices slide and induce further reflexive downward pressure.

The jump towards significant discount to book may occur when the dilution need becomes too high (maybe 10-20% market cap per annum?), I wonder if it may prompt selling of BTC or suspension of dividend which will set a bottom to the slide.

Obviously nothing bad happens if BTC rallies from here.

[Jason Kam @MapleLeafCap]

@x256xx Is it 165 or 165/150 * 135?

[Jason Kam @MapleLeafCap]

@Jokerbernrin All really comes down to how OAI + ANT ramp.

[Jason Kam @MapleLeafCap]

Warren Buffet and now US government are funding AI CapEx buildout (soon Chinese government) and there are still doomers out there who think it's a bubble.

Until Anthropic + OAI hit a wall in revenue growth with untenable out-year CapEx demand that requires meaningful leverage I think the semi uptrend continues.

[Jason Kam @MapleLeafCap]

Warren Buffett is funding the AI CapEx buildout and there are still boomers out there who think it’s a bubble

[Jason Kam @MapleLeafCap]

@ProximoTrades Looking at his interviews I don't think he can sit still.

[Jason Kam @MapleLeafCap]

Warren Buffett is funding the AI CapEx buildout and there are still boomers out there who think it’s a bubble

[Jason Kam @MapleLeafCap]

Those of you in the old school who believe this is a bubble simply have not understood the new mathematics of semiconductor w/ advancement of AI demand, or you did not cared enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else

[Jason Kam @MapleLeafCap]

@Aiallmaker Think net bullish semi stocks. Less liquidity but Buffett basically blessed neoclouds & semi financials go burr, mag7 & boomer longs may rotate here.

[Jason Kam @MapleLeafCap]

Think net bullish semi stocks. Less liquidity but buffett basically blessed the sector & financials go burr, mag7 & boomer longs may rotate here

[Jason Kam @MapleLeafCap]

@tonyc_100 lol

[Jason Kam @MapleLeafCap]

I think my wife’s agency (Mandala Growth Labs) is hands-down the best social-marketing solution historically serving the likes of top Chinese tech shops like ByteDance and rednote (often exclusive campaigns)

You should reach out if China’s tech scene / their global growth is of interest.

[Mandy Li🐟 @MandyLiMandala]

We need the BEST creators on X!

no matter Eng or Chinese, just dm me

[Jason Kam @MapleLeafCap]

@Mr_Derivatives $ORCL

[Jason Kam @MapleLeafCap]

I think crypto could be going a lot lower in the next 2-4 weeks.

[Binance @binance]

Welcome to a new era.

Trade the brands you love.

Direct Stocks. ETFs. Available 24/5.

👉 https://t.co/IQVBAuxxey

[Jason Kam @MapleLeafCap]

Is it too hard to list $CXMT on Hyperliquid pre-market? @tradexyz

[Jason Kam @MapleLeafCap]

@anjan_vinod Congrats king!

[Jason Kam @MapleLeafCap]

I’m just saying, maybe owning a digital pet rock when productivity goes boom boom isn’t the best idea