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[@Trace_Cohen](/creator/twitter/Trace_Cohen)
"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](https://x.com/Trace_Cohen/status/1978456777168462066) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-15T13:43Z 21.3K followers, 28K engagements


"Brooo next level trolling @AviSchiffmann"  
[X Link](https://x.com/Trace_Cohen/status/1978934874997170461) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-16T21:23Z 21.3K followers, 867.4K engagements


"@ZacharyDeWitt Yep $25B back will be nice"  
[X Link](https://x.com/Trace_Cohen/status/1951107793508761945) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-08-01T02:28Z 21.3K followers, 2987 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](https://x.com/Trace_Cohen/status/1952207983783399647) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-08-04T03:20Z 21.3K followers, 206.1K engagements


"Gemini Space Station $GEMI is the rare IPO where revenue is shrinking and losses are growing at the same time: H124 rev: $74M H125 rev: $69M (-8% YoY) H124 net loss: $160M (full yr) H125 net loss: $283M (half yr) What's going on"  
[X Link](https://x.com/Trace_Cohen/status/1969072339577876528) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-09-19T16:13Z 21.3K followers, XXX 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](https://x.com/Trace_Cohen/status/1970819411637314035) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-09-24T11:55Z 21.3K followers, 1223 engagements


"This Is Not 1999: Stop Calling It a Bubble The dot-com era was tiny revenue and big stories. Today is trillions in revenue real capex and physical constraints. AI is infrastructure not hype Big tech generates over $XXX trillion in annual revenue"  
[X Link](https://x.com/Trace_Cohen/status/1975929375490277553) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-08T14:20Z 21.3K followers, 28.1K 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](https://x.com/Trace_Cohen/status/1978139748905472016) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-14T16:44Z 21.3K followers, 1765 engagements


"People worried about the economy etc but @AmericanExpress $AXP data is strong"  
[X Link](https://x.com/Trace_Cohen/status/1979231216722161676) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-17T17:01Z 21.3K followers, XXX engagements


"What are the biggest and most successful SMB startups Shopify Etsy HubSpot etc"  
[X Link](https://x.com/Trace_Cohen/status/1979668242907148486) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-18T21:57Z 21.3K followers, XXX engagements


"@Scobleizer @maryamie @VMware @Broadcom Thanks for sharing pls keep us updated"  
[X Link](https://x.com/Trace_Cohen/status/1979734305229373922) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-19T02:20Z 21.3K followers, XXX engagements


"@Prithvir12 The slop is user generated - thats a people problem based on todays technology used for menial tasks"  
[X Link](https://x.com/Trace_Cohen/status/1980275047538278846) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-20T14:08Z 21.3K followers, 1883 engagements


"@jeffreyajewett @grok Really sorry but I still have no idea how its different and/or better. Also licensed so you built it there and they own it or you found it and just pay them to use it"  
[X Link](https://x.com/Trace_Cohen/status/1980423943900340302) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-21T00:00Z 21.3K followers, XX engagements


"@PeterJ_Walker I assume multi stage big funds Whats the average round sizes and time between rounds Also what % of their seed investments did they then lead the series A of"  
[X Link](https://x.com/Trace_Cohen/status/1980432483792613432) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-21T00:34Z 21.3K followers, XXX engagements


""OpenAI has quietly hired over XXX former Wall Street bankers including alumni from Goldman Sachs JPMorgan and Morgan Stanley to help train its AI on building financial models" There goes XXX startups doing this right now bc massive TAM"  
[X Link](https://x.com/Trace_Cohen/status/1980655672174997614) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-21T15:21Z 21.3K followers, XXX engagements


"I always ask. VCs are in the business of exits. It's ok to ask what a founder thinks the end goal will be"  
[X Link](https://x.com/Trace_Cohen/status/1980691561760370970) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-21T17:44Z 21.3K followers, XXX engagements


"@StockSavvyShay @Polymarket Ok so not good in stocks yet"  
[X Link](https://x.com/Trace_Cohen/status/1980759498009506206) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-21T22:13Z 21.3K followers, XX engagements


"This was a top blow off bc retail hype fomo drove stocks up way too much beyond and fundementals. Rinse and repeat"  
[X Link](https://x.com/Trace_Cohen/status/1980989517042708911) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-22T13:28Z 21.3K followers, XXX engagements


"The @karpathy @dwarkesh_sp Ai interview was actually very realistic and kind of bullish This isnt 2000. Its 1950s Manhattan were pouring concrete for the skyscrapers of intelligence. The AI bubble isnt bursting its building. Valuations are shifting from hype to infrastructure. Were entering the industrialization phase not the collapse. Chips power data and compute are the new oil rigs. The Decade of Agents. Karpathy calls this next era The Decade of Agents. Models that act not just chat. Systems that can plan reason and execute across software and the physical world. Scaffolding Size. We dont"  
[X Link](https://x.com/Trace_Cohen/status/1981095614554525872) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-22T20:29Z 21.3K followers, XXX engagements


"Read all my thoughts in my newsletter here"  
[X Link](https://x.com/Trace_Cohen/status/1981095617389875335) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-22T20:29Z 21.3K followers, XXX 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](https://x.com/Trace_Cohen/status/1972850388647743851) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-09-30T02:26Z 21.3K followers, 4431 engagements


"Hot Take: Instead of Central Park New York City it should have a giant ski slope"  
[X Link](https://x.com/Trace_Cohen/status/1981459480022852047) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-23T20:35Z 21.3K followers, XXX engagements


"@deedydas $50M Series B funding led by S&P Global (who acquired them) at $500M after only 3yrs $500M in 2018 is like $10B today"  
[X Link](https://x.com/Trace_Cohen/status/1981520849115992161) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-24T00:39Z 21.3K followers, XXX 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](https://x.com/Trace_Cohen/status/1951107941047693643) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-08-01T02:29Z 21.3K followers, 575.3K 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](https://x.com/Trace_Cohen/status/1951414878884806744) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-08-01T22:48Z 21.3K followers, 617K engagements


"wow A16z in market to raise $10B across a few funds"  
[X Link](https://x.com/Trace_Cohen/status/1981375940954313151) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-23T15:03Z 21.3K followers, XXX engagements


"There must be thousands of SPVs out there for OpenAi Anthropic Anduril SpaceX etc Literally hundreds of billions locked up that will hopefully waterfall down whenever they IPO"  
[X Link](https://x.com/Trace_Cohen/status/1981481368832836031) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-23T22:02Z 21.3K followers, XXX engagements


"@awxjack Thats real fintech - only stripe and a few others have even come close"  
[X Link](https://x.com/Trace_Cohen/status/1981511807216079268) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-24T00:03Z 21.3K followers, XXX engagements


"Just like everyone is trying to invest in every major Ai company the infra data center real estate world is on fire right now and people are fighting to lend to them. The foundation is being built"  
[X Link](https://x.com/Trace_Cohen/status/1981548663907504436) [@Trace_Cohen](/creator/x/Trace_Cohen) 2025-10-24T02:29Z 21.3K followers, XXX engagements