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@brandonjcarl "Posted without comment"
X Link @brandonjcarl 2025-10-11T21:40Z 5039 followers, 27.1K engagements

"Valuation per employee - Open AI: $60mm - NVDA: $122mm - OKLO: $208mm (no revenue)"
X Link @brandonjcarl 2025-10-14T22:41Z 5037 followers, 1167 engagements

"Always get back to the incontrovertible truths. Circular revenue is where firms take on credit risk and concentration risk in return for revenue. It is an inherent fragile equilibrium that stabilizes with outside capital and collapses without it"
X Link @brandonjcarl 2025-10-07T00:44Z 5038 followers, XXX engagements