The tl'dr on $P0 is best explained by @ChillTRD
"The math is mathing, the market is asleep at the wheel, just another example of being an insanely underpriced GEM"
Another banger episode by @ChillTRD and @DineroDom0 on @MCGlive
$P0 is probably the most dangerous play to be sidelined on.
Usually very big on timing learned that FOMO in usually isn’t necessary
BUT this is one of those spots you should be absolutely scared to miss.
-48,000 active users
- 480k MRR
- Gateway pulling in 34k a month (brand new)
- raising 2 mi to buy GPUs and build out data center in china. Which will eliminate all costs out besides electricity.
- $POD but at a fraction of MC
You are not bullish enough. SLAM it.
Near highs but completely undervalued breakout soon.
HmTi3CQfKfXWbn1tNoiAxH7GzMV7L3tDAmPWabZEBAGS
BREAKING: P0 SYSTEMS FOUNDER @SerPepeXBT EXPLAINS HOW P0 IS ALREADY APPROACHING A $20M ANNUAL RUN RATE, LIVE ON @MCGlive 🤯
The growth at @P0Systems is accelerating fast, with new metrics showing the company is scaling across AI infrastructure, subscriptions, and gateway services.
- $480K MRR today
- 48,000 active GO members
- 2–3 billion tokens processed every hour
- $34K/month generated from the Gateway alone
- Gateway revenue is separate from subscriptions
- The Gateway feature is less than one month old
- Upcoming data center projected to add
- $1M/month in additional revenue
Some of the solana:HmTi3CQfKfXWbn1tNoiAxH7GzMV7L3tDAmPWabZEBAGS numbers:
$480K MRR
~48K active GO members
2-3B tokens processed every hour
$34K/month already coming from the gateway alone (booster packs, top-ups, credits)
The gateway has been live for less than a month and that's before the data center goes online, which is projected to add another ~$1M/month.
You're looking at a company already tracking toward ~$20M annualized revenue.
.@P0Systems has a day-one partnership with xAI for the next Grok model...
@SerPepeXBT gave the breakdown:
- $1M commitment directly with @xai
- A dedicated team member on Slack, online whenever P0 needs them
- Day-one access to the new Grok coding model when it drops
- P0's usage will be subsidized (discounted straight from xAI)
The result: "P0 will be the best and cheapest platform to use the new Grok model."
His read on Grok itself: 4.7 is going to be heavily coding-focused. "What I'm hearing from my guy at SpaceX is it's a much better model at coding." P0 gets early access to test before launch.
How he built the connection:
"It's all about talking with people, then negotiating...because we have the user base and the demand."
solana:HmTi3CQfKfXWbn1tNoiAxH7GzMV7L3tDAmPWabZEBAGS
LP with @MeteoraAG using MCG - https://t.co/qa5eYsaeGI
The numbers @P0Systems is putting up are getting absurd...
@SerPepeXBT broke them down:
- $480K MRR right now
- ~48,000 active GO members
- 2-3 billion tokens processed PER HOUR
- $34K/month from the gateway alone (booster packs, top-ups, extra credits)
- Separate from subscriptions
- The gateway feature isn't even a month old yet
Data center coming online is projected to add ~$1M/month on top...
Put it together: ~$20M annualized from a very fresh company
solana:HmTi3CQfKfXWbn1tNoiAxH7GzMV7L3tDAmPWabZEBAGS
LP with @MeteoraAG using MCG - https://t.co/qa5eYsaeGI
P0 Systems is now part of @ZaiforStartups.
We already serve the full GLM lineup, 5.2 and 5.1 for reasoning and code, the Flash models for cheap high-volume chat, 4.6V for vision, GLM-TTS for voice.
This just means more room to scale it, and new models shipped faster.
Thanks to the https://t.co/ZJomkcGJqn team
Do you guys actually understand what it means for $P0 to bring its own GPUs online?
P0 already says it has
316,000+ registered users
around 30,000 paid subscribers
more than 551 billion tokens routed through OpenRouter
and 176 billion tokens processed in a single week.
That demand already exists.
Until now, P0 has mainly been routing it through infrastructure owned by other companies.
Now it says it has secured 32 NVIDIA B200 GPUs for around $2 million.
So ask yourself this.
What happens when a company that already controls the users, subscriptions and traffic becomes the producer of the inference itself?
Every prompt stops being just traffic passed to someone else.
It can become higher-margin revenue processed on P0’s own machines.
Less money paid to outside providers.
More control over capacity.
Better reliability.
Dedicated infrastructure for enterprise customers.
Profit.
That is what happens.
Margins can jump because P0 is no longer paying someone else to produce every answer.
You may be watching the birth of an exceptionally valuable AI infrastructure company.
The onchain equivalent of its shares is already trading.
It is still cheap.
Murad once added a cat coin, $POPCAT, to his list.
What if this time he adds $KET because of its truly organic community?
What do you think legend
@MustStopMurad ?