2025-07-13
@blader To put it in another context: If these guys were Sole Proprietorships or single person LLCs, they'd be putting up numbers similar to public companies like Wix or Squarespace or Freshworks (taking TC ~ EBITDA). Ridiculous.
SemiAnalysis
A look at Meta's revamped GenAI strategy, as Mark Zuckerberg poaches top AI talent for the Superintelligence team with a typical offer of $200M over four years
SemiAnalysis : X: @staysaasy , @lefttailguy , @blader , and @mjolley22 X: @staysaasy : @blader To put it in another context: If these guys were Sole Proprietorships or single pers...
2025-07-12
@blader To put it in another context: If these guys were Sole Proprietorships or single person LLCs, they'd be putting up numbers similar to public companies like Wix or Squarespace or Freshworks (taking TC ~ EBITDA). Ridiculous.
SemiAnalysis
A look at Meta's revamped GenAI strategy, as Mark Zuckerberg poaches top AI talent for the Superintelligence team with a typical offer of $200M over four years
Meta's shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. X: @staysaasy , @lefttailguy , @blader ...