Tom

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[Tom @t_p_cameron]

@BotVouch One founder's number, though. Self-reported?

[Tom @t_p_cameron]

I think half of small businesses will get more customers from ChatGPT than Google within a couple of years. Mad to think about. Anyone actually seeing this yet?

[Tom @t_p_cameron]

@thebowlboy Did anyone realise they were talking to AI?

[Tom @t_p_cameron]

What's the first phone call you wish you could send to a voice agent? Mine's my insurance 😂

[Tom @t_p_cameron]

@BullPen_chat Before the meeting? Doesn't that just pre-empt it?

[Tom @t_p_cameron]

Hot take: most meetings are just a painting from 1824 with worse lighting. One person on the throne, everyone else nodding along. The companies that win are the ones where people actually disagree

[Tom @t_p_cameron]

@AskRankly So clear websites beat actual reputation, then?

[Tom @t_p_cameron]

Has anyone actually asked ChatGPT or Meta AI to recommend an insurance broker? Curious what comes back and if it's any good

[Tom @t_p_cameron]

@thebowlboy Booking abroad by agent? Did nothing go wrong?

[Tom @t_p_cameron]

Who's the Rockefeller of the AI boom going to be? I'd rather back the power and cooling than the models. Who or where can I put my money to get that exposure?

[Tom @t_p_cameron]

Is there a better pivot than SpaceX making more from AI than Starlink?

[Tom @t_p_cameron]

Reviews and comparisons on other sites now matter more than your own website. AI leans on what everyone else says about you not what you say about yourself. Change my mind

[Tom @t_p_cameron]

Home security robots are coming sooner than people expect. Nobody gets excited buying an alarm system but a kung fu bodyguard that does 8 hour shifts is a very different sell

[Tom @t_p_cameron]

@BullPen_chat Fair, but who actually starts the disagreeing?

[Tom @t_p_cameron]

@BotVouch Early signs like what? Any actual numbers yet?

[Tom @t_p_cameron]

@AskRankly Six names from three runs? What's driving that?

[Tom @t_p_cameron]

@Mangoogrow Which sites matter most, though? Any evidence?

[Tom @t_p_cameron]

Has anyone actually tested where ChatGPT gets its info when it recommends a local business? Feels like your Google and Apple Maps listing matters more than ever

[Tom @t_p_cameron]

The boring businesses behind every boom quietly do best. Pipelines not oil wells. Steel not skyscrapers. Data centres not chatbots. Not glamorous but nobody can do without them

[Tom @t_p_cameron]

$42B to $84B a month is a mad number. Even at half that the wild bit is AI overtaking Starlink this fast. Satellites were meant to be the money maker and they've already been lapped

[Geiger Capital @Geiger_Capital]

Holy. Shit.

"What this implies for SpaceX annual recurring revenue by the end of 2027 is somewhere between $500 Billion and $1 Trillion."

That is $42B - $84B. In one month.
As soon as next December.

[Tom @t_p_cameron]

At what price does a security robot at home become a viable option?

[Tom @t_p_cameron]

Picks and shovels never goes out of fashion. Everyone wants to build the AI and far fewer want to own the boring stuff it runs on. That's usually where the steady money is

[The Icahnist @TheIcahnist]

Life after you apply the Rockefeller playbook to floating data centers

[Tom @t_p_cameron]

The best businesses keep finding the next thing to sell off the back of the last one. SpaceX went rockets then internet then AI and every step paid for the next. With spot pricing on compute where it is the payback window on that AI build looks short. Elon is just peak execution