[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@zackkanter "If you dont know accounting it like most technical subjects that are unfamiliar seems like a dark art that you could have maybe learned if you had studied it in college or worked in investment banking. In reality you can get to 95th percentile by reading two books:"
@zackkanter on X 2025-07-26 01:35:12 UTC 46.5K followers, 17.3K engagements

"@SvenSchnieders It may end up being that but I dont think its the perfect framing. Previous examples like MoviePass involved selling dollars for XX cents where the dollar part was fixed. In the case of AI the dollar part will come down which is still problematic but in a different way"
@zackkanter on X 2025-07-26 16:43:10 UTC 46.5K followers, XXX engagements

"- Revenue growth at AI companies is truly incredible; nothing can take away from that - Gross margins are generally negative but it's probably not 'selling dollars for XX cents' - I do think at some point we may need a new metric e.g. 'fastest from $1m-$100m in gross profit'"
@zackkanter on X 2025-07-26 16:08:26 UTC 46.5K followers, 13.9K engagements

"A lot of very smart people are realizing they can easily vibe code software for themselves but the reality is that most SaaS users arent smart enough to do this. SaaS will get squeezed because reduced barriers to entry hurts pricing power not because users will self-solve"
@zackkanter on X 2025-07-19 18:14:04 UTC 46.5K followers, 55.5K engagements