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@Trace_Cohen "Where will the money come from "Ares Management raised $XXX billion for its third infrastructure secondaries fund Energy Impact Partners closed its third flagship fund with $XXX billion and Manulife Investment Management raised $XXX billion for its third infrastructure fund.""
X Link @Trace_Cohen 2025-10-08T14:34Z 21.2K followers, XXX engagements

"@StockSavvyShay @fiscal_ai @grok what happened or changed march 2024"
X Link @Trace_Cohen 2025-10-12T14:27Z 21.2K followers, XX engagements

"Most of the AI people see today is horizontal. ChatGPT Gemini Claude Copilot. These are the tools that everyone can use and talk about. They are impressive but they are only the visible layer of what is happening. The real transformation is happening behind the scenes. That is where vertical AI lives. Inside enterprises embedded in workflows connected to data systems and built into products that most people will never see. This is the AI that is changing how industries operate. It is complex slow to adopt and hard to build. Enterprises have legacy systems compliance hurdles and years of"
X Link @Trace_Cohen 2025-10-13T19:40Z 21.2K followers, 1416 engagements

"Hmmmmm who will fund OpenAi and all this infra stuff. BlackRock; $12.5T Vanguard; $10.1T Fidelity; $5.9T State Street; $5.1T JP Morgan AM; $3.7T Goldman Sachs AM; $3.2T Capital Group; $2.8T Amundi; $2.6T Invesco; $1.9T Allianz / PIMCO; $1.9T BNY Mellon; $1.9T Morgan Stanley IM; $1.6T DWS; $1.0T Schroders; $0.9T+ Blackstone (alts); $1.1T Top Banks (Total Assets) $XXXX trillion ICBC (China); $6.3T Agricultural Bank of China; $5.6T China Construction Bank; $5.4T Bank of China; $4.6T JPMorgan Chase; $4.0T Bank of America; $3.3T HSBC; $2.9T BNP Paribas; $2.9T MUFG (Japan); $2.8T Crdit Agricole;"
X Link @Trace_Cohen 2025-09-24T11:55Z 21.2K followers, 1214 engagements

"When VC works wow 📈🚀 Index Ventures Estimated fund size: $400M Return from Figma: $7B Fund multiple: 17.5x Greylock Partners Estimated fund size: $600M Return from Figma: $6.5B Fund multiple: 10.8x Kleiner Perkins Estimated fund size: $700M Return from Figma: $5.7B Fund multiple: 8.1x Sequoia Capital Estimated fund size: $2.5B Return from Figma: $3.5B Fund multiple: 1.4x"
X Link @Trace_Cohen 2025-08-01T02:29Z 21.2K followers, 575.1K engagements

"I was in Tel Aviv last month and its so beautiful couldnt be happier for them and everyone involved 🎗 Magical place"
X Link @Trace_Cohen 2025-10-12T22:52Z 21.2K followers, XXX engagements

"lol $orcl is losing $100M bc they cant sell some $nvda but still do $53B+ in revenue is a joke. Everyone is looking for a canary to call a bubble and this isnt it. Stop it"
X Link @Trace_Cohen 2025-10-07T16:46Z 21.2K followers, 4576 engagements

"@theapplehub Waste of time and money - they need to rebuild the entire thing fund the dev app ecosystem and get Netflix"
X Link @Trace_Cohen 2025-10-15T16:27Z 21.2K followers, 1596 engagements

"When your late stage founder from years ago helps with do diligence for a pre-seed startup on a Sunday night you can tell they just love what they do😍"
X Link @Trace_Cohen 2025-10-13T01:33Z 21.2K followers, XXX engagements

"Private startup valuations unchanged from market crash - impressive"
X Link @Trace_Cohen 2025-10-12T16:52Z 21.2K followers, XXX engagements

"Navan AND Wealthfront both confidentially for an IPO So curious to see the S-1s"
X Link @Trace_Cohen 2025-06-24T16:16Z 21.2K followers, 1094 engagements

"@edsuh Yep exactly seeing all the consensus brand names need to branch out to find the alpha"
X Link @Trace_Cohen 2025-10-12T11:28Z 21.2K followers, XXX engagements

"Figma IPO returns 🔥 💡 Index Ventures $3.8M $7.2B 1900 🚀 Greylock Partners $14M $6.7B XXX 🎯 Kleiner Perkins $25M $6B XXX 🏆 Sequoia Capital $40M $1.1B XX 📈 Andreessen Horowitz (a16z) $50M $1.5B XX 💼 Durable Capital $200M $1.4B 7"
X Link @Trace_Cohen 2025-08-01T22:48Z 21.2K followers, 616.8K engagements

"Wealthfront $WLTH IPO filing highlights: XX years in the making Revenue grew from $216.7M $308.9M YoY (43%) H1 2025 net income: $60.7M on $175.6M revenue (down from $132.3M prior) Margins remain strong as scale kicks in AUM: $85B+ across 1M+ clients UBS previously agreed to acquire them for $1.4B in 2022 Recent secondary implied $2B valuation"
X Link @Trace_Cohen 2025-09-30T02:26Z 21.2K followers, 4416 engagements

"Everyone wants to be OpenAi"
X Link @Trace_Cohen 2025-10-13T23:32Z 21.2K followers, XXX engagements

"The Trillion-Dollar AI Backbone: The Next Great Industrial Evolution Why Americas Ai boom isnt a bubble its an amalgamation of steel silicon and raw power $NVDA $AMD $ANET $CSCO $INTC $NEE $NRG $DUK $EXC $D $FLNC $TSLA $EOSE $ESS $VRT $ETN $CMI $GNRC $CARR $TT $ALB $FCX $MP $LTHM $LAC $J $ACM"
X Link @Trace_Cohen 2025-10-15T13:43Z 21.2K followers, 6109 engagements

"Who will @OpenAI partner with next Try my new simple voting tool vibe coded on @vercel @v0 (work in progress) @Polymarket needs to add this soon too"
X Link @Trace_Cohen 2025-10-14T18:31Z 21.2K followers, XXX engagements

"Canva Returns at $100B Valuation (estimated at future IPO) 🚀 🌏 Blackbird Ventures (2013 Seed) $250K $10B 40000 Felicis Ventures (2015 Series A) $1.5M $6.7B 4467 🧠 Matrix Partners (20132015 Seed + Series A) $3.6M $9B 2500 🏦 General Catalyst (2018 Series C) $60M $2.0B XX 📊 Bond Capital (2020 Series E) $85M $2.6B XX 📥 T. Rowe Price (2021 Series F) $200M $2.4B 12"
X Link @Trace_Cohen 2025-08-04T03:20Z 21.2K followers, 206K engagements

"Navan $NAVN (fka TripActions) IPO snapshot Raised $2B+ from Lightspeed a16z Coatue 01A 2022 valuation: $9.2B IPO at $6.9B (-25%) Revenue: $537M FY25 (+33% YoY) $402M FY24 Net Loss: $181M FY25 (-45% YoY) $332M FY24 Gross Margin: XX% FY25 up from XX% FY24 Booking Volume: $6.6B FY25 (+32% YoY) Payment Volume: $3.7B FY25 (+35% YoY)"
X Link @Trace_Cohen 2025-10-14T16:44Z 21.2K followers, XXX engagements

"@pronounced_kyle The OpenAi of finance doing deals with everyone"
X Link @Trace_Cohen 2025-10-13T23:32Z 21.2K followers, XXX engagements

"They def closed this round prior to OpenAi launching a direct competitor and probably knew about it before "n8n the AI orchestration platform raised 155M in Series C funding at a 2.15B val.""
X Link @Trace_Cohen 2025-10-09T15:35Z 21.2K followers, XXX engagements

"You do realize all these OpenAi $100B-$500B+ etc deals are perfectly timed for Q3 then Q4 earnings to ensure they beat the made up crazy analyst expectations They get to choose how much rev to recognize capex is off the books so eps isnt affected then they raise guidance 🤩"
X Link @Trace_Cohen 2025-10-14T02:48Z 21.2K followers, XXX engagements

"AGI takes financial engineering. You want big tech to grow XX% and be profitable but dont want them making deals with each other to enable it to happen. If Google Amazon Nvidia Microsoft etc miss your made up quarterly earnings by .5% they will tank 5-20% on fears of a bubble and crash the world They are doing everything possible right now to keep your happy dream of Ai alive through various creative accounting methods so you can have Ai on demand whenever you want for $20"
X Link @Trace_Cohen 2025-09-23T11:22Z 21.2K followers, 34.8K engagements

"Really good and this rang true the most about Microsoft capex etc. I have lots of accounting / consulting friends working financials with big tech on this and its to ensure they dont miss quarterly earnings and EPS mostly So yes most of it is offloaded to hyped companies as the demand seems to be limitless right now both publicly and privately. While hardware depreciation is made up right now software is moving much faster to become more efficient so possibly lesser outdated hardware in a few years might be good enough for most things"
X Link @Trace_Cohen 2025-10-09T22:55Z 21.2K followers, XXX engagements

"@ZacharyDeWitt Yep $25B back will be nice"
X Link @Trace_Cohen 2025-08-01T02:28Z 21.2K followers, 2984 engagements