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![ptsi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::24001480.png) Philipp Tsipman [@ptsi](/creator/twitter/ptsi) on x 4312 followers
Created: 2025-07-18 19:36:02 UTC

👀  2c - 

Agree - Always critical to be realistic on revenue/exit multiple.

But, can’t say I agree with the concern here specifically.

This is the most massive revenue cycle of our lifetimes — because for the first time ever human labor is substitutable by computers. And expert systems can self-improve.

To give a perspective — Adobe subscription is $50/mo. But just the top X ad agencies do $65B in human investments annually between them. You don’t have to picture mass unemployment to create many many *revenue unicorns* (>$1B revenue)

Devin is fantastic and can be a massive business and exit for many billions by itself. Devin + Windsurf = 🙀

I’d absolutely jump at the opportunity to merge the two. 

CFO-approved :)


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**Related Topics**
[agencies](/topic/agencies)
[$50mo](/topic/$50mo)
[subscription](/topic/subscription)
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