# ![@EthanChoi7 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::282643535.png) @EthanChoi7 Ethan Choi

Ethan Choi posts on X about ai, open ai, anthropic, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::282643535/interactions)
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- [--] Week [---------] -74%
- [--] Month [----------] +136,158,471%

### Mentions: [--] [#](/creator/twitter::282643535/posts_active)
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- [--] Week [--] +66%
- [--] Month [--] +9,800%

### Followers: [------] [#](/creator/twitter::282643535/followers)
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- [--] Week [-----] +2.70%

### CreatorRank: [-------] [#](/creator/twitter::282643535/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::282643535/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [finance](/list/finance)  [stocks](/list/stocks)  [vc firms](/list/vc-firms)  [social networks](/list/social-networks)  [musicians](/list/musicians)  [formula 1](/list/formula-1)  [currencies](/list/currencies) 

**Social topic influence**
[ai](/topic/ai), [open ai](/topic/open-ai) #2880, [anthropic](/topic/anthropic), [in the](/topic/in-the), [we are](/topic/we-are), [build](/topic/build), [tech](/topic/tech), [have the](/topic/have-the) #540, [to the](/topic/to-the), [market](/topic/market)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [ServiceNow Inc (NOW)](/topic/servicenow)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@marcklingen @alex @langfuse @ClickHouseDB Was great chatting with you @marcklingen Congrats and stoked for you and the team to join forces with ClickHouse"  
[X Link](https://x.com/EthanChoi7/status/2012287730378498089)  2026-01-16T22:15Z [----] followers, [---] engagements


"@EverydayAI_ +1 Would really love to know the N for these charts in particular. Looked very hard but couldnt find it. 😜 Max N is [---] but I would bet my bottom dollar its much lower than that. But I mean [---] out of a bajillion companies is statistically significant right 😂"  
[X Link](https://x.com/EthanChoi7/status/2014551619913056507)  2026-01-23T04:11Z [----] followers, [---] engagements


"But @CPMou2022 @MenloVentures chart said that Anthropic is winning the enterprise 😂 N of [---] for the entire report but I would love to know what the N is for these charts in particular. I would bet its lower than [---] But I mean [---] out of a bajillion companies is statsig right 😂 https://twitter.com/i/web/status/2014553327200305588 https://twitter.com/i/web/status/2014553327200305588"  
[X Link](https://x.com/EthanChoi7/status/2014553327200305588)  2026-01-23T04:18Z [----] followers, [---] engagements


"I pulled together a deep dive on the state of todays AI foundation model wars between @OpenAI @AnthropicAI @GeminiApp and @grok. I try to answer a few questions including the following: 1) where are we in AI adoption 2) which of the latest models is the best performing 3) where are the AI labs in the race to secure compute 4) what does [--] GW of power get them in terms of revenue and users 5) how does this AI data center buildout compare with the hyper scaler buildout. https://t.co/oqm3qYOMcf https://t.co/oqm3qYOMcf"  
[X Link](https://x.com/EthanChoi7/status/2014677027190640724)  2026-01-23T12:30Z [----] followers, [----] engagements


"I like that framing. Ultimately another way of saying that is the application layer is where you accrue value because you are where the rubber meets the road for the end user. Has always eventually been true and Im with you that its like the same this time also Thanks for reading and the feedback"  
[X Link](https://x.com/EthanChoi7/status/2014754618115596382)  2026-01-23T17:38Z [----] followers, [----] engagements


"@nikunj @OpenAI @AnthropicAI @GeminiApp @grok Just trying to be like @nikunj when I grow up"  
[X Link](https://x.com/EthanChoi7/status/2014931434000286108)  2026-01-24T05:21Z [----] followers, [--] engagements


"@mercedesct Thank you Mercedes"  
[X Link](https://x.com/EthanChoi7/status/2015086246952120466)  2026-01-24T15:36Z [----] followers, [---] engagements


"@Shah_Vimal Yes on Oracle. Concern is overblown. Can you imagine a world where Oracle actually as a company gets taken down I have a hard envisioning that. For the Chinese models thats a whole different post :) Perhaps I can do that for the next one as it is very important"  
[X Link](https://x.com/EthanChoi7/status/2015091537475195278)  2026-01-24T15:57Z [----] followers, [----] engagements


"@sudheenair Tried my best to be fair although I did side rant about how everyone was saying Anthropic is the enterprise winner. :) Too early to say that"  
[X Link](https://x.com/EthanChoi7/status/2015092099587404036)  2026-01-24T15:59Z [----] followers, [---] engagements


"😂 pls read carefully. I didnt say valuation isnt important or not important. I said its not the most important thing to fixate on right now. And the private markets determine that anyways based on competitiveness of VCs and private capital wanting to invest and where the founders want to set the valuation. If you focus too much on valuation right now youll miss the bigger picture that we are just at the start of whats to come in terms of AI changing our civilization and the world we live in. This is a once in all human history generational technology shift and it requires unprecedented"  
[X Link](https://x.com/EthanChoi7/status/2015125414767976555)  2026-01-24T18:11Z [----] followers, [--] engagements


"Solid summary 😀 [--] GW to $10B ARR ratio will hopefully get even more efficient as they optimize at the various model GPU data center build and supply chain layers. The fact that hyperscalers are at 10-12 GW after [--] years is sobering. I dont envy the folks at all these labs and big tech trying to secure GPU memory networking land energy water access and cooling all at a scale and speed unfathomable"  
[X Link](https://x.com/EthanChoi7/status/2015141305966592029)  2026-01-24T19:15Z [----] followers, [---] engagements


"@wayoutfuture @Shah_Vimal Yup will work on that topic next"  
[X Link](https://x.com/EthanChoi7/status/2015222444035125485)  2026-01-25T00:37Z [----] followers, [---] engagements


"@pranavmishra28 Permissioning / authorization is one of the biggest rocks to move for us to unleash real enterprise agents. Problem is we still havent solved the human authorization problem with legacy IGA yet. Agents will append to human identity to begin with so we gotta solve that asap"  
[X Link](https://x.com/EthanChoi7/status/2015243528016916805)  2026-01-25T02:01Z [----] followers, [----] engagements


"@pweiderholm Thanks Petter Appreciate you taking the time to read it"  
[X Link](https://x.com/EthanChoi7/status/2015263595173691513)  2026-01-25T03:20Z [----] followers, [---] engagements


"@mmurph @mmurph whats the N of this chart in particular"  
[X Link](https://x.com/EthanChoi7/status/2015439227455144294)  2026-01-25T14:58Z [----] followers, [----] engagements


"@mmurph @shaig @MenloVentures Hes alive Has your team figured out the N yet Or PR team still working through how to answer without actually divulging the underlying numbers firmographics etc. If youre so confident about the veracity of it just stand by it"  
[X Link](https://x.com/EthanChoi7/status/2015601414329061884)  2026-01-26T01:43Z [----] followers, [----] engagements


"@mmurph @shaig @MenloVentures Again you point to your study but its not valid. Just coz you keep saying it is doesnt make it so. On Anthropic is the revenue booked as gross revenue from partners or net"  
[X Link](https://x.com/EthanChoi7/status/2015610512495767657)  2026-01-26T02:19Z [----] followers, [---] engagements


"@venkyganesan Its one company @venkyganesan. Stats [---] Just share the N of that chart and how you guys built it and we are all done. Simple. Why wont you just share it. Btw @MaxJunestrand is a killer Absolute killer"  
[X Link](https://x.com/EthanChoi7/status/2015876594875949380)  2026-01-26T19:56Z [----] followers, [----] engagements


"Besides having his @X handle as his job title 😀 Aaron @ceo_clickhouse is way too understated but legitimately one of the most killer CEOs of this generation. Will become clearer to everyone as they watch @ClickHouseDB continue to power the AI and agentic revolution. Today we announced a $400M Series D financing along with two major expansions of the @ClickHouseDB platform: entering LLM observability with the acquisition of @langfuse and introducing a native Postgres service to unify transactional and analytical workloads. First let me Today we announced a $400M Series D financing along with"  
[X Link](https://x.com/EthanChoi7/status/2012318792722923618)  2026-01-17T00:19Z [----] followers, [----] engagements


"This 👇 Anthropic as the enterprise winner narrative based on a few charts from Menlo Ventures surveying a small sample set of CIOs of all the businesses out there is misleading. We are only at the very very very early stages of agents in the enterprise and to call the enterprise winner will look silly premature. Enterprise will be more API usage revenue vs. seat-based subscription ARR for enterprise employees in the long run. Not underestimating Claude Code at all coz Opus [---] is impressive but we arent even in the first innings yet We have added more than $1B of ARR in the last month just"  
[X Link](https://x.com/EthanChoi7/status/2014427717551456350)  2026-01-22T19:59Z [----] followers, 37.2K engagements


"Who Wins the AI Race Hi 👋 Quick intro - I'm a partner @khoslaventures. I invest in AI and have the privilege of working with the incredible founders and teams of companies like @OpenAI @ClickHouseDB @glean http://x.com/i/article/2013812773806055424 http://x.com/i/article/2013812773806055424"  
[X Link](https://x.com/anyuser/status/2014629421089800690)  2026-01-23T09:20Z [----] followers, 782.6K engagements


"Bad takes on many fronts here unfortunately. Not saying everything is hunky dory but there are very good reasons for the OpenAI team moving aggressively as they are. Short sighted to focus on burn rate and unit economics at this point in the journey when we are talking about civilization changing technolocy. I put together a deep dive on the current state of the AI race across @OpenAI @AnthropicAI @GeminiApp and @grok. Article here and welcome any feedback. And here's a quick scorecard from the article https://x.com/EthanChoi7/status/2014629421089800690"  
[X Link](https://x.com/EthanChoi7/status/2014632254367211766)  2026-01-23T09:32Z [----] followers, [----] engagements


"I dont have a good answer for you on what happens re memory Nvidia has locked up most of HBM from SK Hynix for many years out. So its part of their AI systems when they sell to customers which includes the GPUs cooling networking and also the memory. HBM / DRAM shortage is so critical point that as you probably saw some of the major tech companies have DRAM beggars camped out in South Korea https://www.reddit.com/r/LocalLLaMA/comments/1q84u82/big_tech_companies_now_dram_beggars_are_staying/ https://www.reddit.com/r/LocalLLaMA/comments/1q84u82/big_tech_companies_now_dram_beggars_are_staying/"  
[X Link](https://x.com/EthanChoi7/status/2014880323180625967)  2026-01-24T01:57Z [----] followers, [---] engagements


"@gnoble79 @GS_CapSF Valuation isnt an input into winning the AI race"  
[X Link](https://x.com/EthanChoi7/status/2015164504515153950)  2026-01-24T20:47Z [----] followers, [--] engagements


"I mean a whole $100K. Wow. Paid to McKinsey or Deloitte to say exactly you want the to say My point was its too early to call and Im not claiming OAI is winning the enterprise unlike you all are doing with Anthropic. So just asking you to back up your study and share the N and methodology. Pretty fair ask https://twitter.com/i/web/status/2015455861297267090 https://twitter.com/i/web/status/2015455861297267090"  
[X Link](https://x.com/EthanChoi7/status/2015455861297267090)  2026-01-25T16:04Z [----] followers, [---] engagements


"Thanks Ethan. Great name btw. :) Im just simply asking @mmurph and @MenloVentures folk to be transparent about the N firmographics and methodology if youre going to go around claiming Anthropic is winning the enterprise. My point is that probably dont have enough statsig data to say that and its like saying youre winning coz youre slightly ahead as youre walking up to start line of the marathon. We havent even started the first inning yet While every VC is fence sitting so they can invest in both labs Respect that only @MenloVentures and @khoslaventures does EVERY partner loudly stand behind"  
[X Link](https://x.com/EthanChoi7/status/2015478615539085734)  2026-01-25T17:35Z [----] followers, 24.6K engagements


"@adam__xyz I want to make it clear that Keith doesnt represent everyones views here at @khoslaventures at least not mine. What happened in Minnesota is plain wrong. Dont know how you could really see it differently. Sad to see a persons life taken unnecessarily"  
[X Link](https://x.com/EthanChoi7/status/2015524019085451353)  2026-01-25T20:35Z [----] followers, 283.9K engagements


"For anyone who finally want VCs called out on their BS can I get enough likes and retweets on this for folks who would like @mmurph @deedydas @MenloVentures to be transparent and share the underlying N firmographic data and methodology that underpins this study"  
[X Link](https://x.com/EthanChoi7/status/2015846969667944508)  2026-01-26T17:59Z [----] followers, 37K engagements


"Hey Menlo Ventures j/k 😂 They were great sports about it. I'm going to post a chart and a quick thought from my "Who Wins the AI Race" daily given the article is very long and some just don't have the time to digest it all. I'm also working on the next deep dive which will be on the Chinese open source models so will share that once ready Thanks to those who suggested it. 👊 Today's chart is regarding how many GW the labs have each been able to secure and how many GW they intend to secure in the future. Securing compute is critical for each company given the following: [--]. It's an existential"  
[X Link](https://x.com/EthanChoi7/status/2016341785405227489)  2026-01-28T02:45Z [----] followers, [----] engagements


"Q: What does [--] GW of compute get you in terms of ARR users and training capacity A: [--] GW gets you about $10B in ARR and can serve up to 400M WAUs on today's current stack. This ratio likely to improve in the future as we optimize at all the layers including model AI systems GPU output and supply chain for data centers. @OpenAI at almost [--] GW with $20B ARR and 800M WAUS. @AnthropicAI almost [--] GW with $9B ARR. @grok at [--] GW and at $421M ARR (as of Q3 '25) but a lot of their capacity is still being used for training vs. inference More details here:"  
[X Link](https://x.com/EthanChoi7/status/2016556154726601219)  2026-01-28T16:57Z [----] followers, 11.2K engagements


"Yes Jensen has publicly stated [--] GW is about $50-60B but obviously lots of variability based on the GPU stack location etc. Good report from Cushman and Wakefield on data center costs linked here: On the model training costs I think its fair to assume thatll be an ongoing activity so taking that into account the [--] GW = $10B ARR is just a rough framework for what the capacity gets you today assuming consistent training activities in the future. https://cushwake.cld.bz/Data-Center-Development-Cost-Guide-2025 https://cushwake.cld.bz/Data-Center-Development-Cost-Guide-2025"  
[X Link](https://x.com/EthanChoi7/status/2016618417756000405)  2026-01-28T21:04Z [----] followers, [---] engagements


"Yes Jensen has publicly stated $50-60B per GW. On operating cost I dont know unfortunately. I imagine a ton of variables including land cost power and cooling costs and then utilization level of the chips. Ill let you know if I hear a believable number from a reliable source. https://twitter.com/i/web/status/2016655013310021913 https://twitter.com/i/web/status/2016655013310021913"  
[X Link](https://x.com/EthanChoi7/status/2016655013310021913)  2026-01-28T23:29Z [----] followers, [---] engagements


"Another data point that demand for intelligence and compute is INFINITE Omg. Microsoft just said the GPUs they are buying today are already contracted for the entirety of their useful life "much of that risk . isn't there" Omg. Microsoft just said the GPUs they are buying today are already contracted for the entirety of their useful life "much of that risk . isn't there""  
[X Link](https://x.com/EthanChoi7/status/2016660101785129310)  2026-01-28T23:50Z [----] followers, [----] engagements


"In the wake of the public SaaS meltdown Ive been debating in my mind and with others whether the concerns are overblown. One data point I was having lunch with an amazing founder (not a portfolio company) just now who was been building AI natively for the last two years and he mentioned it took him 100-200 hours to get to full feature parity of a meaningful horizontal SaaS player. 🤯 And not some light application layer company - one with real deep and sophisticated workflows. More protection for SoR but there is wreckage to come in SaaS. Probably more-so in the private markets than public."  
[X Link](https://x.com/EthanChoi7/status/2016971960501354972)  2026-01-29T20:29Z [----] followers, 50.4K engagements


"@justinspratt Systems of Record with important stateful data for enterprises. Salesforce ServiceNow Workday etc"  
[X Link](https://x.com/EthanChoi7/status/2016975546211565764)  2026-01-29T20:43Z [----] followers, [----] engagements


"@anshublog Agreed Yup I should have been more specific. Horizontal application layer SaaS is toast. If youre holding a basket of mid-market horizontal application SaaS might not be immediate but over 5-10 yr period I expect carnage"  
[X Link](https://x.com/EthanChoi7/status/2016977126927290573)  2026-01-29T20:49Z [----] followers, [----] engagements


"This tweet alone almost gave the whole entire VC ecosystem an aneurism 😂@Curiousjorge65 If you're a VC holding a lot of Unicorn SaaS go ahead and chop your values by 50%. [----] ARR multiples below. AMPL 2.6X BRZE 3X KVYO 4.8X RBRK 8X NOW 8X MNDY 3.7X GTLB 4.3X WDAY 4.6X ESTC 3.6X TEAM 5X FIG 10X DDOG 9X HUBS 5X. Are your companies better than the above If you're a VC holding a lot of Unicorn SaaS go ahead and chop your values by 50%. [----] ARR multiples below. AMPL 2.6X BRZE 3X KVYO 4.8X RBRK 8X NOW 8X MNDY 3.7X GTLB 4.3X WDAY 4.6X ESTC 3.6X TEAM 5X FIG 10X DDOG 9X HUBS 5X. Are your companies"  
[X Link](https://x.com/EthanChoi7/status/2016987545591005380)  2026-01-29T21:31Z [----] followers, [----] engagements


"@futureman1977 I still have a hard time seeing Workday ServiceNow Salesforce SAP and the other big enterprise SoR getting ripped en masse. They still need to adapt and evolve quickly to embed AI. If its overblown these are the ones that I think there is an overreaction"  
[X Link](https://x.com/EthanChoi7/status/2017243626409996445)  2026-01-30T14:28Z [----] followers, [---] engagements


"🤯 Almost spat out my mango smoothie I'm assuming the N of this is [---] given the last survey they ran had that in the title last year but finally a firm that is clear about actual enterprise firmographics (G2000) and methodology on what they're measuring (production vs. training). Thank you @aleximm / @a16z I had largely moved on this week from helping the @MenloVentures team get up to speed on stats [---] and was peacefully tweeting about GW capacity and the death of SaaS. But @mmurph ended up tweeting a Mercury SMB chart which just so they know are smaller companies than enterprises. Just"  
[X Link](https://x.com/EthanChoi7/status/2017320779273146660)  2026-01-30T19:35Z [----] followers, 11.2K engagements


"Should we just shut this thing down right now"  
[X Link](https://x.com/EthanChoi7/status/2017370371754688758)  2026-01-30T22:52Z [----] followers, [----] engagements


"Uhh @MattPRD"  
[X Link](https://x.com/EthanChoi7/status/2017371122090598746)  2026-01-30T22:55Z [----] followers, [---] engagements


"RT @chatgpt21: Complete nonsense 🚨 Jensen Huang just shut down the "rift" with OpenAI on live TV regarding that hes disappointed in Op"  
[X Link](https://x.com/EthanChoi7/status/2017698420438536493)  2026-01-31T20:36Z [----] followers, [---] engagements


"Important to note amongst all the FUD that the original $100B investment was always planned to be deployed in tranches as they deployed GPUs over the course of many years - not a single $100B investment at the outset. Complete nonsense 🚨 Jensen Huang just shut down the "rift" with OpenAI on live TV regarding that hes disappointed in OpenAI That's complete nonsense. We are going to make a huge investment in OpenAI." He didn't stop there. Jensen confirmed they are doubling down on the https://t.co/aW7G05hQ18 Complete nonsense 🚨 Jensen Huang just shut down the "rift" with OpenAI on live TV"  
[X Link](https://x.com/EthanChoi7/status/2017702074755256333)  2026-01-31T20:50Z [----] followers, [----] engagements


"@lipan315 Usually theyre pretty good at laying it out objectively but this time definitely missed the mark on whats actually happening and the framing of the original investment"  
[X Link](https://x.com/EthanChoi7/status/2017706266584551618)  2026-01-31T21:07Z [----] followers, [--] engagements


"RT @nrmehta: W.A.C.C.: WACC Ate Cloud Companies One way to think about the repricing of SaaS is to go back to the Discounted Cash Flow for"  
[X Link](https://x.com/EthanChoi7/status/2018001958532219114)  2026-02-01T16:42Z [----] followers, [--] engagements


"Really well broken down and agree with all this @nrmehta. So tough right now because in the face of strong fundamentals the punishment in the markets is beyond anything we have frankly seen outside of initial COVID fears. The grim reaper of AI over a 5-10 year period will come for nice-to-have software with lots of software breakage margin in under-utilized seats overfunded areas where us VCs backed too many competitive companies in too small a TAM without one having a clear right to breakout and dominate and companies that just wont be able to embed real agentic products into their customer"  
[X Link](https://x.com/EthanChoi7/status/2018081856043020645)  2026-02-01T21:59Z [----] followers, [---] engagements


"@nrmehta 100%. Id still bet most of the large enterprise SoR survive and thrive in the long run. God bless the CFO who decides rip out his SAP or Workday instance. 😂"  
[X Link](https://x.com/EthanChoi7/status/2018083798995608039)  2026-02-01T22:07Z [----] followers, [--] engagements


"So much FUD out there Lets all step back a minute and just think for a second regarding who the actual people are who are making decisions to work together and fund all this investment into compute. We are talking about the smartest well-informed and diligent teams in tech (NVIDIA / Jensen MSFT / Satya AMZN / Besoz / Jassy ORACLE / Ellison AMD / Lisa Su and the list goes on) You dont think theyve done their HW or diligence checked the numbers over and over before committing billions or determined they can see the explosion of demand in their own systems So much schadenfreude Lets be sensible"  
[X Link](https://x.com/EthanChoi7/status/2018498555523342457)  2026-02-03T01:35Z [----] followers, 11.9K engagements


"@TheRealAdamG Big time"  
[X Link](https://x.com/EthanChoi7/status/2018510041511510491)  2026-02-03T02:21Z [----] followers, [---] engagements


"Who is this good looking and successful fellow 😀 @jaisajnani joined me almost two years ago to help build out our growth efforts here @khoslaventures. In a short period of time we have been privileged to be able to work with the incredible founders and teams at @OpenAI @ClickHouseDB @glean @vercel @AbridgeHQ @tryramp @R1RCM @CyberhavenInc @Anrok @Inkitt @dualentry @zetwerk @kiddomapp Omnea Outsmart College and many others. A little sappy I know but I cant say enough about how grateful I am to have him by my side. Great to see him get some well-deserved kudos 🎉 Given how lean we have been as"  
[X Link](https://x.com/anyuser/status/2018764475344748880)  2026-02-03T19:12Z [----] followers, 22.8K engagements


"RT @jaisajnani: Honored by the shoutout. Its easy to look good when youre working with @EthanChoi7 and the world-class team at @khoslaven"  
[X Link](https://x.com/anyuser/status/2018778024733540747)  2026-02-03T20:06Z [----] followers, [--] engagements


"Just brutal existential crisis for VC and PE world with a backlog of IPOs walking into these multiples. AI-native companies will trade at a better multiple we would all assume 🙏. Will be hard for some of these companies to shake off pre-AI moniker / label even if execution on AI product is excellent. Tough world out there. Update [--] days later. Basket is down -25%. [----] ARR multiples. AMPL 2.1x BRZE 2.0x KVYO 3.3X RBRK 6X NOW 6.7X MNDY 2.7X GTLB 3.9X WDAY 3.7X ESTC 3X TEAM 3.8X FIG 6.9X DDOG 9X HUBS 3.3X. This group is growing revenue average 19% for [----] and trades at 21x [----] FCF. Update"  
[X Link](https://x.com/anyuser/status/2018897955084972187)  2026-02-04T04:02Z [----] followers, 29.3K engagements


"To do ads or not to do ads that is the question 🤔 Should unlimited AI access only be accessible to those who can pay $20+ a month I dont think this is the moral high ground that Anthropic thinks it is While I would not go as far to say Anthropic is for rich people I do think there is a key question of whether access to AI is a fundamental right for every human regardless of their ability to pay $20 / month which is quite a bit for the bottom layer of the socio-demographic pyramid in the U.S. let alone the rest of the world. Inference is NOT FREE as we know and ads is a sensible way to allow"  
[X Link](https://x.com/EthanChoi7/status/2019162942067916923)  2026-02-04T21:35Z [----] followers, [----] engagements


"To do ads or not to do ads that is the question 🤔 Should unlimited AI access only be accessible to those who can pay $20+ a month I dont think this is the moral high ground that Anthropic thinks it is While I would not go as far to say Anthropic is for rich people I do think there is a key question of whether access to AI is a fundamental right for every human regardless of their ability to pay $20 / month which is quite a bit for the bottom layer of the socio-demographic pyramid in the U.S. let alone the rest of the world. Inference is NOT FREE as we know and ads is a sensible way to allow"  
[X Link](https://x.com/anyuser/status/2019165089639653404)  2026-02-04T21:44Z [----] followers, [----] engagements


"Kyle Harrison channeling his inner Mary Meeker 😀 Finally had a chance to read and digest this. Incredibly detailed and comprehensive. Bravo The annual Contrary Research Tech Trends Report is here. 350+ slides on everything from computational intelligence to lunar bases to breakthroughs in biologics to AVs revolutionizing land use to the loneliness epidemic and so much more. Full report in reply. https://t.co/UbB9cs56WP The annual Contrary Research Tech Trends Report is here. 350+ slides on everything from computational intelligence to lunar bases to breakthroughs in biologics to AVs"  
[X Link](https://x.com/anyuser/status/2019807045424451924)  2026-02-06T16:15Z [----] followers, 13K engagements


"😂 cmon We used to celebrate the American dream and now we just have a country of flip floppers. Men and women without a guiding compass and rudderless in a sea of superficial alliances Guys i love bad bunny idk what happened on my twitter last night wtf Guys i love bad bunny idk what happened on my twitter last night wtf"  
[X Link](https://x.com/anyuser/status/2020891089587294705)  2026-02-09T16:02Z [----] followers, [----] engagements


"So good Ramps marketing is undefeated Team recorded this yesterday from the Super Bowl https://t.co/MMUlqYM2Pc Team recorded this yesterday from the Super Bowl https://t.co/MMUlqYM2Pc"  
[X Link](https://x.com/anyuser/status/2020974181685633438)  2026-02-09T21:32Z [----] followers, [----] engagements


"Feeling the vibe shift on @OpenAI Me too. 😀 Was great chatting with @dakincampbell about the $1.4T in commitments from @OpenAI and its partners and how that breaks down across what OpenAI is committing to vs. its partners. Across the unprecedented $600B of capex by big tech into data centers @ajassy talking about not retiring a GPU [--] years in or @Microsoft talking about every single GPU contracted completely for its useful life we are just at the beginnings of understanding how demand for compute is INFINITE. Everyone will look back in retrospect and realize it was very wise of the OpenAI"  
[X Link](https://x.com/anyuser/status/2021300039860224244)  2026-02-10T19:07Z [----] followers, [----] engagements


"I dont see much detail in there other than the poorly reported and broken down $1.4T in commitments which I have to repeat is not all on OpenAI. Just asking folks to think first principles on demand of compute vs supply. All evidence pointing to us even at this aggressive pace being able to not meet all the demand even at these early stages of AI adoption. Also like anything there will be delays in construction securing land power water (Amazon xAI and others experiencing this right now) so the $800B in capex by [----] is an aggressive timeline everyone understands"  
[X Link](https://x.com/EthanChoi7/status/2021304147631538570)  2026-02-10T19:23Z [----] followers, [---] engagements


"Humans dont want to be picking and packing boxes all day 🤖 While we all need to work through labor displacement on both white collar and blue collar side just calling for a stop to progress is completely wrong call and why politicians like Bernie shouldnt dictate pace of progress. Not satisfactory an answer I know but the market will displace at the rate that makes economic sense and its upon every single human to adapt and evolve to the inevitable and ultimately positive progress coming. Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same"  
[X Link](https://x.com/anyuser/status/2021349369442861075)  2026-02-10T22:23Z [----] followers, [----] engagements


"Models have taste 👌is something I heard from @rauchg from @vercel at a dinner a few weeks ago. Haunting to some and very exciting to others. Very good read below https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/anyuser/status/2021385469087699369)  2026-02-11T00:47Z [----] followers, [----] engagements


"Was an amazing article @kwharrison13 Maybe Im just a simple man but lifes easier that way 😂 @EthanChoi7 Fun fact. The aforementioned chart I made that. https://t.co/ptW77jzU9b https://t.co/r9kw5S8H9E @EthanChoi7 Fun fact. The aforementioned chart I made that. https://t.co/ptW77jzU9b https://t.co/r9kw5S8H9E"  
[X Link](https://x.com/anyuser/status/2021697757648760945)  2026-02-11T21:28Z [----] followers, [----] engagements


"👀 @MenloVentures 😂 Lots of chatter around which models are winning the enterprise war We asked 150+ CTOs / CPOs in our @FirstMarkCap Guilds (mix of F1000 + private unicorns) what they use. Small curated sample that's very enterprise skewed admittedly This isn't "the market" but it is what the https://t.co/dpfFg9MMPA Lots of chatter around which models are winning the enterprise war We asked 150+ CTOs / CPOs in our @FirstMarkCap Guilds (mix of F1000 + private unicorns) what they use. Small curated sample that's very enterprise skewed admittedly This isn't "the market" but it is what the"  
[X Link](https://x.com/anyuser/status/2021705609692033162)  2026-02-11T21:59Z [----] followers, 14.2K engagements


"RT @AmanKabeer11: All the Anthropic is winning the Enterprise heads gonna be big mad 👀 @deedydas"  
[X Link](https://x.com/EthanChoi7/status/2021716482926031338)  2026-02-11T22:42Z [----] followers, [--] engagements


"Oh Deedy. Obviously love the @tryramp team and their work but perhaps similar to @mmurph pointing to Mercury Startup data Ramp data doesnt reflect large enterprise spend. You guys should know that 🤦♂🤣 And Semi Analysis data not sure what their source is but hats off to both companies. Also Anthropic no doubt doing an incredible job with Opus [---] and [---]. But its just so early and coding does not equal enterprise. It is certainly the first place where AI in enterprise adoption will take place but its really to be early to be pointing to your guys silly survey and calling game."  
[X Link](https://x.com/EthanChoi7/status/2021728083330637944)  2026-02-11T23:28Z [----] followers, [----] engagements


"👀 Speed matters more than ever. Congrats to the @OpenAI and @cerebras team on this OpenAI 🤝@cerebras Code at the speed of thought with GPT-5.3-Codex-Spark at [----] tokens/second sub-millisecond () time between tokens OpenAI 🤝@cerebras Code at the speed of thought with GPT-5.3-Codex-Spark at [----] tokens/second sub-millisecond () time between tokens"  
[X Link](https://x.com/anyuser/status/2022022873381216294)  2026-02-12T18:59Z [----] followers, [----] engagements


"@dyett @OpenAI @cerebras Smart is a given for you guys 😀"  
[X Link](https://x.com/EthanChoi7/status/2022027645760962707)  2026-02-12T19:18Z [----] followers, [--] engagements


"I dont disagree and in my past worked at firms where we tried very hard to find bootstrapped hyper efficient companies that were product-led. Worked with amazing companies like @1Password @klaviyo and others. But I dont think that works today for the most important product categories there will be exceptions but there is almost too much capital now vs. in the past where sometimes VC funding scarcity drove that type of behavior and competition for the best categories is too fierce to not raise capital"  
[X Link](https://x.com/EthanChoi7/status/2022755253381460065)  2026-02-14T19:30Z [----] followers, [---] engagements


"@utekkare My pleasure. Was clarifying for me to see it line up essentially around the $10B to [--] GW mark for both OAI and Anthropic May improve in the future though with different chips and data center set ups"  
[X Link](https://x.com/EthanChoi7/status/2014929079297048774)  2026-01-24T05:11Z [----] followers, [---] engagements


"No knock on fellow VC firms that have backed both OpenAI and Anthropic given they're generational companies but for me I'm a one woman and one-LLM man. 😂 At least my wife appreciated this quote. https://www.bloomberg.com/news/articles/2026-02-11/vcs-rush-to-back-rivals-openai-and-anthropic-as-ai-frenzy-mounts https://www.bloomberg.com/news/articles/2026-02-11/vcs-rush-to-back-rivals-openai-and-anthropic-as-ai-frenzy-mounts"  
[X Link](https://x.com/anyuser/status/2021681710241644601)  2026-02-11T20:24Z [----] followers, 30.3K engagements


"I was trying to think the other day of any success stories of companies that have raised a monster round (100s of $ Ms or $1B+) out of the gate. Anyone have an example or two 🤔 I had a hard time thinking of many tbh but can think of some blow ups where too much capital pre-PMF wasnt great like Quibi ($1.75B before launch) WeWork ($12B before firming up of unit economics) etc One case study might be @anduriltech that raised $127M seed but even other deep tech leaders like @SpaceX raised $20M Series A and @Tesla Series A was $7.5M. Not coming from a place of back-seat driving VC criticism but"  
[X Link](https://x.com/anyuser/status/2022741261288091839)  2026-02-14T18:34Z [----] followers, 22.9K engagements


"@proxy_vector Definitely THE major risk IMO of raising too much out of the gate. Might work but I think they have to find ways to force constraints and discipline - kind of unnatural way to do it in some ways"  
[X Link](https://x.com/EthanChoi7/status/2022760498505334954)  2026-02-14T19:50Z [----] followers, [---] engagements


"@Trace_Cohen Good list although Im probably more fixated on absolute round size out of the gate than valuation many of these round sizes still reasonable"  
[X Link](https://x.com/EthanChoi7/status/2022747256328466900)  2026-02-14T18:58Z [----] followers, [---] engagements


"@ericzelikman Yup theyve done ok. 😀 Just doubled checked that and thats right. Very good and likely best case study for the monster round out of the gate"  
[X Link](https://x.com/EthanChoi7/status/2022790737008754698)  2026-02-14T21:51Z [----] followers, [---] engagements


"Who Wins the AI Race Hi 👋 Quick intro - I'm a partner @khoslaventures. I invest in AI and have the privilege of working with the incredible founders and teams of companies like @OpenAI @ClickHouseDB @glean http://x.com/i/article/2013812773806055424 http://x.com/i/article/2013812773806055424"  
[X Link](https://x.com/anyuser/status/2014629421089800690)  2026-01-23T09:20Z [----] followers, 782.6K engagements


"Really silly IMO to be arguing that the labs should be profitable already at this point in the game 🤦♂ 🤡 Argued by folks stuck in some kind of myopia either coz they cant see the big picture of what is happening here or stuck on their priors from a different era. As Bezos famously and wisely said of Amazon We are willing to be misunderstood for long periods of time. We will continue to make investment decision in light of long-term market leadership considerations rather than short-term profitability considerations. The labs shouldnt and actually likely physically cant be profitable right"  
[X Link](https://x.com/anyuser/status/2022774311191482379)  2026-02-14T20:45Z [----] followers, [----] engagements


"In [----] @dhh argued Facebook was a fantasy at $33B because it wasnt outrageously profitable with 500M users after [--] years. Ofc it went on to be worth trillions. Every generation of tech has its "will never be profitable" crowd. AI labs are getting the same treatment today. Anthropic loses absurd amounts of money. No path to actual profitablity currrently exists. Why is this hard for you Anthropic loses absurd amounts of money. No path to actual profitablity currrently exists. Why is this hard for you"  
[X Link](https://x.com/anyuser/status/2022708359867355622)  2026-02-14T16:23Z 189.1K followers, 184.9K engagements


"I was trying to think the other day of any success stories of companies that have raised a monster round (100s of $ Ms or $1B+) out of the gate. Anyone have an example or two 🤔 I had a hard time thinking of many tbh but can think of some blow ups where too much capital pre-PMF wasnt great like Quibi ($1.75B before launch) WeWork ($12B before firming up of unit economics) etc One case study might be @anduriltech that raised $127M seed but even other deep tech leaders like @SpaceX raised $20M Series A and @Tesla Series A was $7.5M. Not coming from a place of back-seat driving VC criticism but"  
[X Link](https://x.com/anyuser/status/2022741261288091839)  2026-02-14T18:34Z [----] followers, 22.9K engagements


"Big splashy pre-PMF rounds happen on big legible ideas and teams with social proof Dont hate the player hate the game It doesnt mean you cant build a big co if you dont have the right resume but it does mean you need to be 10x more legible through traction or clarity"  
[X Link](https://x.com/anyuser/status/2022521846776918232)  2026-02-14T04:02Z 673K followers, 59.6K engagements


"Very excited for @arifj but more excited for the lucky founders who get to work with him True gentleman of venture Exclusive: Lightspeed Venture Partners Arif Janmohamed one of the firms leading enterprise software investors is launching his own fund. Read more from @Katie_Roof 👇 https://t.co/mCDQ0TYgWe Exclusive: Lightspeed Venture Partners Arif Janmohamed one of the firms leading enterprise software investors is launching his own fund. Read more from @Katie_Roof 👇 https://t.co/mCDQ0TYgWe"  
[X Link](https://x.com/anyuser/status/2022424345260494975)  2026-02-13T21:35Z [----] followers, [----] engagements


"Exclusive: Lightspeed Venture Partners Arif Janmohamed one of the firms leading enterprise software investors is launching his own fund. Read more from @Katie_Roof 👇 https://thein.fo/3ObCRMZ https://thein.fo/3ObCRMZ"  
[X Link](https://x.com/anyuser/status/2022388919937962326)  2026-02-13T19:14Z 199.4K followers, 27.5K engagements


"Insanely impressive. 👏 Crazy to think we are just at the beginning stages of AI adoption Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg"  
[X Link](https://x.com/anyuser/status/2022076154208038992)  2026-02-12T22:31Z [----] followers, [----] engagements


"Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation"  
[X Link](https://x.com/anyuser/status/2022023156513616220)  2026-02-12T19:01Z 836.6K followers, 1.1M engagements


"👀 Speed matters more than ever. Congrats to the @OpenAI and @cerebras team on this OpenAI 🤝@cerebras Code at the speed of thought with GPT-5.3-Codex-Spark at [----] tokens/second sub-millisecond () time between tokens OpenAI 🤝@cerebras Code at the speed of thought with GPT-5.3-Codex-Spark at [----] tokens/second sub-millisecond () time between tokens"  
[X Link](https://x.com/anyuser/status/2022022873381216294)  2026-02-12T18:59Z [----] followers, [----] engagements


"OpenAI 🤝@cerebras Code at the speed of thought with GPT-5.3-Codex-Spark at [----] tokens/second sub-millisecond () time between tokens GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj"  
[X Link](https://x.com/anyuser/status/2022020899697045779)  2026-02-12T18:52Z 26.3K followers, 16.4K engagements


"A good example of how even Systems of Record can be migrated and replaced by AI-native players who are building depth and breadth of platform at lightning speed with the help of AI. Amazing team and product Feel very fortunate to work with @santinestea and @BenedictDohmen and the rest of the @dualentry team. @vkhosla is known for investing in "impossible" problems. He backs companies that take fundamentally different approaches to massive established industries. We are proud to have that level of conviction behind @dualentry. We sat down with Vinod and General Partner @EthanChoi7"  
[X Link](https://x.com/anyuser/status/2021969661341184500)  2026-02-12T15:28Z [----] followers, 15K engagements


"@vkhosla is known for investing in "impossible" problems. He backs companies that take fundamentally different approaches to massive established industries. We are proud to have that level of conviction behind @dualentry. We sat down with Vinod and General Partner @EthanChoi7 to discuss why @khoslaventures is backing our mission"  
[X Link](https://x.com/anyuser/status/2021958887092437437)  2026-02-12T14:45Z [---] followers, 16.3K engagements


"RT @AmanKabeer11: All the Anthropic is winning the Enterprise heads gonna be big mad 👀 @deedydas"  
[X Link](https://x.com/EthanChoi7/status/2021716482926031338)  2026-02-11T22:42Z [----] followers, [--] engagements


"All the Anthropic is winning the Enterprise heads gonna be big mad 👀 @deedydas Lots of chatter around which models are winning the enterprise war We asked 150+ CTOs / CPOs in our @FirstMarkCap Guilds (mix of F1000 + private unicorns) what they use. Small curated sample that's very enterprise skewed admittedly This isn't "the market" but it is what the https://t.co/dpfFg9MMPA Lots of chatter around which models are winning the enterprise war We asked 150+ CTOs / CPOs in our @FirstMarkCap Guilds (mix of F1000 + private unicorns) what they use. Small curated sample that's very enterprise skewed"  
[X Link](https://x.com/anyuser/status/2021705843528597575)  2026-02-11T22:00Z [----] followers, 12.3K engagements


"Lots of chatter around which models are winning the enterprise war We asked 150+ CTOs / CPOs in our @FirstMarkCap Guilds (mix of F1000 + private unicorns) what they use. Small curated sample that's very enterprise skewed admittedly This isn't "the market" but it is what the moment in time standard looks to be inside large co's: - OpenAI leads on primary API usage - Gemini and Anthropic have gained real ground YoY - "Other" has collapsed as the large labs have consolidated spend - 58%+ of respondents use 2+ model APIs across their org Bigger takeaway: ask different audiences get different"  
[X Link](https://x.com/anyuser/status/2021701395389288495)  2026-02-11T21:42Z [---] followers, 31.3K engagements


"👀 @MenloVentures 😂 Lots of chatter around which models are winning the enterprise war We asked 150+ CTOs / CPOs in our @FirstMarkCap Guilds (mix of F1000 + private unicorns) what they use. Small curated sample that's very enterprise skewed admittedly This isn't "the market" but it is what the https://t.co/dpfFg9MMPA Lots of chatter around which models are winning the enterprise war We asked 150+ CTOs / CPOs in our @FirstMarkCap Guilds (mix of F1000 + private unicorns) what they use. Small curated sample that's very enterprise skewed admittedly This isn't "the market" but it is what the"  
[X Link](https://x.com/anyuser/status/2021705609692033162)  2026-02-11T21:59Z [----] followers, 14.2K engagements


"Was an amazing article @kwharrison13 Maybe Im just a simple man but lifes easier that way 😂 @EthanChoi7 Fun fact. The aforementioned chart I made that. https://t.co/ptW77jzU9b https://t.co/r9kw5S8H9E @EthanChoi7 Fun fact. The aforementioned chart I made that. https://t.co/ptW77jzU9b https://t.co/r9kw5S8H9E"  
[X Link](https://x.com/anyuser/status/2021697757648760945)  2026-02-11T21:28Z [----] followers, [----] engagements


"@EthanChoi7 Fun fact. The aforementioned chart I made that. https://x.com/kwharrison13/status/1911938090786234475s=20 https://x.com/kwharrison13/status/1911938090786234475s=20"  
[X Link](https://x.com/anyuser/status/2021694833497116675)  2026-02-11T21:16Z 25K followers, [----] engagements


"No knock on fellow VC firms that have backed both OpenAI and Anthropic given they're generational companies but for me I'm a one woman and one-LLM man. 😂 At least my wife appreciated this quote. https://www.bloomberg.com/news/articles/2026-02-11/vcs-rush-to-back-rivals-openai-and-anthropic-as-ai-frenzy-mounts https://www.bloomberg.com/news/articles/2026-02-11/vcs-rush-to-back-rivals-openai-and-anthropic-as-ai-frenzy-mounts"  
[X Link](https://x.com/anyuser/status/2021681710241644601)  2026-02-11T20:24Z [----] followers, 30.3K engagements


"Models have taste 👌is something I heard from @rauchg from @vercel at a dinner a few weeks ago. Haunting to some and very exciting to others. Very good read below https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/anyuser/status/2021385469087699369)  2026-02-11T00:47Z [----] followers, [----] engagements


"Something Big Is Happening Think back to February [----]. If you were paying close attention you might have noticed a few people talking about a virus spreading overseas. But most of us weren't paying close attention. The stock http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"  
[X Link](https://x.com/anyuser/status/2021256989876109403)  2026-02-10T16:16Z 313.5K followers, 83.4M engagements


"Humans dont want to be picking and packing boxes all day 🤖 While we all need to work through labor displacement on both white collar and blue collar side just calling for a stop to progress is completely wrong call and why politicians like Bernie shouldnt dictate pace of progress. Not satisfactory an answer I know but the market will displace at the rate that makes economic sense and its upon every single human to adapt and evolve to the inevitable and ultimately positive progress coming. Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same"  
[X Link](https://x.com/anyuser/status/2021349369442861075)  2026-02-10T22:23Z [----] followers, [----] engagements


"Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their kids and pay their bills Weve got to fight back"  
[X Link](https://x.com/anyuser/status/2021316638281236984)  2026-02-10T20:13Z 14.8M followers, 3.4M engagements


"Feeling the vibe shift on @OpenAI Me too. 😀 Was great chatting with @dakincampbell about the $1.4T in commitments from @OpenAI and its partners and how that breaks down across what OpenAI is committing to vs. its partners. Across the unprecedented $600B of capex by big tech into data centers @ajassy talking about not retiring a GPU [--] years in or @Microsoft talking about every single GPU contracted completely for its useful life we are just at the beginnings of understanding how demand for compute is INFINITE. Everyone will look back in retrospect and realize it was very wise of the OpenAI"  
[X Link](https://x.com/anyuser/status/2021300039860224244)  2026-02-10T19:07Z [----] followers, [----] engagements


"So good Ramps marketing is undefeated Team recorded this yesterday from the Super Bowl https://t.co/MMUlqYM2Pc Team recorded this yesterday from the Super Bowl https://t.co/MMUlqYM2Pc"  
[X Link](https://x.com/anyuser/status/2020974181685633438)  2026-02-09T21:32Z [----] followers, [----] engagements


"Team recorded this yesterday from the Super Bowl Ramp Sheets now works on mobile. Run financial models and ask questions from your phone today. https://t.co/taHTXcT5qT Ramp Sheets now works on mobile. Run financial models and ask questions from your phone today. https://t.co/taHTXcT5qT"  
[X Link](https://x.com/anyuser/status/2020966477273465022)  2026-02-09T21:02Z 37.4K followers, 17.7K engagements


"😂 cmon We used to celebrate the American dream and now we just have a country of flip floppers. Men and women without a guiding compass and rudderless in a sea of superficial alliances Guys i love bad bunny idk what happened on my twitter last night wtf Guys i love bad bunny idk what happened on my twitter last night wtf"  
[X Link](https://x.com/anyuser/status/2020891089587294705)  2026-02-09T16:02Z [----] followers, [----] engagements


"Kyle Harrison channeling his inner Mary Meeker 😀 Finally had a chance to read and digest this. Incredibly detailed and comprehensive. Bravo The annual Contrary Research Tech Trends Report is here. 350+ slides on everything from computational intelligence to lunar bases to breakthroughs in biologics to AVs revolutionizing land use to the loneliness epidemic and so much more. Full report in reply. https://t.co/UbB9cs56WP The annual Contrary Research Tech Trends Report is here. 350+ slides on everything from computational intelligence to lunar bases to breakthroughs in biologics to AVs"  
[X Link](https://x.com/anyuser/status/2019807045424451924)  2026-02-06T16:15Z [----] followers, 13K engagements


"The annual Contrary Research Tech Trends Report is here. 350+ slides on everything from computational intelligence to lunar bases to breakthroughs in biologics to AVs revolutionizing land use to the loneliness epidemic and so much more. Full report in reply. https://twitter.com/i/web/status/2019152390730183080 https://twitter.com/i/web/status/2019152390730183080"  
[X Link](https://x.com/anyuser/status/2019152390730183080)  2026-02-04T20:53Z 25K followers, 151.3K engagements


"To do ads or not to do ads that is the question 🤔 Should unlimited AI access only be accessible to those who can pay $20+ a month I dont think this is the moral high ground that Anthropic thinks it is While I would not go as far to say Anthropic is for rich people I do think there is a key question of whether access to AI is a fundamental right for every human regardless of their ability to pay $20 / month which is quite a bit for the bottom layer of the socio-demographic pyramid in the U.S. let alone the rest of the world. Inference is NOT FREE as we know and ads is a sensible way to allow"  
[X Link](https://x.com/anyuser/status/2019165089639653404)  2026-02-04T21:44Z [----] followers, [----] engagements


"First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that. I guess its on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that arent real but a Super Bowl ad is not where I would expect it. More importantly we believe everyone deserves to use AI and are committed to free"  
[X Link](https://x.com/anyuser/status/2019139174339928189)  2026-02-04T20:01Z 4.3M followers, 10.5M engagements


"Just brutal existential crisis for VC and PE world with a backlog of IPOs walking into these multiples. AI-native companies will trade at a better multiple we would all assume 🙏. Will be hard for some of these companies to shake off pre-AI moniker / label even if execution on AI product is excellent. Tough world out there. Update [--] days later. Basket is down -25%. [----] ARR multiples. AMPL 2.1x BRZE 2.0x KVYO 3.3X RBRK 6X NOW 6.7X MNDY 2.7X GTLB 3.9X WDAY 3.7X ESTC 3X TEAM 3.8X FIG 6.9X DDOG 9X HUBS 3.3X. This group is growing revenue average 19% for [----] and trades at 21x [----] FCF. Update"  
[X Link](https://x.com/anyuser/status/2018897955084972187)  2026-02-04T04:02Z [----] followers, 29.3K engagements


"Update [--] days later. Basket is down -25%. [----] ARR multiples. AMPL 2.1x BRZE 2.0x KVYO 3.3X RBRK 6X NOW 6.7X MNDY 2.7X GTLB 3.9X WDAY 3.7X ESTC 3X TEAM 3.8X FIG 6.9X DDOG 9X HUBS 3.3X. This group is growing revenue average 19% for [----] and trades at 21x [----] FCF. If you're a VC holding a lot of Unicorn SaaS go ahead and chop your values by 50%. [----] ARR multiples below. AMPL 2.6X BRZE 3X KVYO 4.8X RBRK 8X NOW 8X MNDY 3.7X GTLB 4.3X WDAY 4.6X ESTC 3.6X TEAM 5X FIG 10X DDOG 9X HUBS 5X. Are your companies better than the above If you're a VC holding a lot of Unicorn SaaS go ahead and chop your"  
[X Link](https://x.com/anyuser/status/2018734843970957738)  2026-02-03T17:14Z [----] followers, 62.7K engagements


"RT @jaisajnani: Honored by the shoutout. Its easy to look good when youre working with @EthanChoi7 and the world-class team at @khoslaven"  
[X Link](https://x.com/anyuser/status/2018778024733540747)  2026-02-03T20:06Z [----] followers, [--] engagements


"Honored by the shoutout. Its easy to look good when youre working with @EthanChoi7 and the world-class team at @khoslaventures. The real credit belongs to the founders we back who are out there changing the world. Who is this good looking and successful fellow 😀 @jaisajnani joined me almost two years ago to help build out our growth efforts here @khoslaventures. In a short period of time we have been privileged to be able to work with the incredible founders and teams at @OpenAI https://t.co/BpumcfjhVy Who is this good looking and successful fellow 😀 @jaisajnani joined me almost two years"  
[X Link](https://x.com/anyuser/status/2018777170836087154)  2026-02-03T20:02Z [----] followers, 10.7K engagements


"Who is this good looking and successful fellow 😀 @jaisajnani joined me almost two years ago to help build out our growth efforts here @khoslaventures. In a short period of time we have been privileged to be able to work with the incredible founders and teams at @OpenAI @ClickHouseDB @glean @vercel @AbridgeHQ @tryramp @R1RCM @CyberhavenInc @Anrok @Inkitt @dualentry @zetwerk @kiddomapp Omnea Outsmart College and many others. A little sappy I know but I cant say enough about how grateful I am to have him by my side. Great to see him get some well-deserved kudos 🎉 Given how lean we have been as"  
[X Link](https://x.com/anyuser/status/2018764475344748880)  2026-02-03T19:12Z [----] followers, 22.8K engagements

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