Oba🔮

building talent @ investing & learning @generalatlantic @utexasmccombs | 070 🎶, investing & web3

[Oba🔮 @Obafemi_eth]

@andrewztan Sign me up!

[Oba🔮 @Obafemi_eth]

@kaliah101 070 Shake??

[Oba🔮 @Obafemi_eth]

@BrianMikeWu You should chat with some folks at @Lux_Capital

[Oba🔮 @Obafemi_eth]

@michelleisvc @emilyherrera Recalc is amazing, can get you in front of Katie (lead instructor & founder) if you’re interested!

[Oba🔮 @Obafemi_eth]

@nateobrienn Does $coin count?

[Oba🔮 @Obafemi_eth]

@solarCTO Is this the best coffee machine you’ve had?

[Oba🔮 @Obafemi_eth]

@lordxmike Agreed

[Oba🔮 @Obafemi_eth]

@heydave7 Sending prayers 🙏🏾

[Oba🔮 @Obafemi_eth]

@tnadevedant @JulianSaks I think its hard to justify buying $nvda at current prices but i do think current prices make sense.

Personally think they’re better public companies to bet on ai through.

[Oba🔮 @Obafemi_eth]

@tnadevedant @JulianSaks Main variables are margin expansion & revenue growth. Market is now pricing in a healthy amount of both.

FY2025 EPS expectations are ~$8 so around 50x PE which honestly isn’t crazy. Rev is expected to grow ~30%. 30% growth is fair for something trading at 50x.

[Oba🔮 @Obafemi_eth]

@jackyhuang @figma Good stuff 🫡

[Oba🔮 @Obafemi_eth]

@charles_beugre @unbxtherd lmk if you’re still looking!

[Oba🔮 @Obafemi_eth]

Anyone wanna buy burna boy paris tickets for tonight?

[Oba🔮 @Obafemi_eth]

@simplytifferss Wallet’s empty, social battery empty

[Vedant Nair @vedantnair__]

@clipsaiHQ got its first VC funding!

We’ve been working so hard for the past year. Every milestone is a reason to push even harder. I’m beyond grateful.

Thank you @CapitalFactory

[Oba🔮 @Obafemi_eth]

@tnadevedant @LibertyCappy Maybe delayed. esp if headcount costs < machine operating costs

[Oba🔮 @Obafemi_eth]

@tnadevedant @JulianSaks @OpenAI Agreed. Like saying we’re too dependent on AWS

[Oba🔮 @Obafemi_eth]

@tnadevedant @TrungTPhan HYSA APYs are all around 4% , as long as short term rates stay up it’ll be fine. APYs will get cut if/when the fed cuts rates.

Backend banking is via GS Marcus

[Blessing Adesipe @_bless00]

📈

[Oba🔮 @Obafemi_eth]

@simplytifferss Bus/train>> 🫡