Arfur Rock@ArfurRockPoke is OpenClaw for normies. First AI product I've seen successfully scale on iMessage. Closed an unannounced $10M round at $300M from Spark in Q1. Congrats!Opens with an observation
Arfur Rock@ArfurRockOpenEvidence raising $250M at $12B. $150M RR on just ads, +3x from August. On <1M users. Resulting in 90% GM, inclusive of all compute. 2026 will be the year AI ads cross the rubicon. If you're building an AI app figure out your ad strategy ASAP. You'll be behind without.Opens with a number
Arfur Rock@ArfurRockAn AI company with a similar "revenue" trajectory likes to include early equity raised as part of their ARR calculation. Raised ~$20M so far & is quite literally everywhere. I'm pretty sure none of its investors are aware of this. Good litmus on who is doing the most basic DD.Opens with an observation
Arfur Rock@ArfurRockFT reports Anthropic's $2T October IPO target this morning. Few hours later, opposition research drops on Dario's wife. Funny timing. I'm sure it's a coincidence.Opens with a number
Arfur Rock@ArfurRockWonder how many credits @benchmark gets for leading $50M Series B at $500M. Bravo — incredible launch, incredible product, incredible investors.Opens with a number