Trung Phan

@TrungTPhan on X

Writes about AI, Marketing and Revenue. 56% of posts open with an observation. A typical post reaches 787 likes.

Remix their style

Posts: 27
Likes: 150K
Typical: 787
Best: 30K

What they write about

AI: 48%
Marketing: 22%
Revenue: 22%

How they open

observation: 56%
number: 37%
direct address: 4%

Every post of theirs in the library

Trung Phan@TrungTPhan

We’ve reached the part of Freddy’s journey when a private jet operator, two $5B+ airlines and the Governor of Utah are sliding into his DMs so he can make it to Canada to watch the German World Cup team play. Incredible.

Opens with an observation

Trung Phan@TrungTPhan

Jensen took a last-minute flight to Beijing. Only took one bag and two outfits. Landed for a party, then spent a day eating mystery street meat and noodles while drinking any beverage that was offered. Classic early-20s Asia backpacking trip.

Opens with an observation

Trung Phan@TrungTPhan

Huy Fong's Sriracha hit revenue of $150m+ a year...with no sales team, no trademark and $0 in ad spend. Its creator is Vietnamese-American David Tran, making the sauce's success a tale of immigrant hustle and a product that literally sells itself. Here's the story🧵

Opens with a number

Trung Phan@TrungTPhan

Justin Bieber just put on the most profitable Coachella performance in history: $10,000,000 (performance fee) - $1,699 (Macbook Pro) - $239 (Apple Care) - $16 (YouTube Premium) - $10 (Amazon Basic HDMI cable) —————————— $9,998,036 (profit)

Opens with an observation

Trung Phan@TrungTPhan

The Artemis II team did photography training and dry runs for moon pass-by with an inflatable moon. Victor Glover said these practice runs completely changed how he understood importance of the mission. Christina Koch wanted to “tell a story” and share the “awe and grandeur.”

Opens with an observation

Trung Phan@TrungTPhan

DeepSeek founder claiming its model cost $6m then (hypothetically) having his quant fund short Nvidia — which is down 16% (~$500B) today — would be “Soros Breaking the British Pound” for AI age.

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Trung Phan@TrungTPhan

Tim Cook has been Apple's CEO since Aug. 24, 2011. Over this span, Apple's market cap has jumped from $340B to -- just today -- $3T. Despite this massive gain, Cook is only worth $1.5B. LESSON: You don't get rich being an employee.

Opens with an observation

Trung Phan@TrungTPhan

This dude on FB Marketplace has multiple listing for heavy Caterpillar industrial equipment superimposed with AI-generated female models. Must have industry-leading click through rates. Absolutely crying rn.

Opens with an observation

Trung Phan@TrungTPhan

Meta has committed ~$200B on AI Capex. There’s such a shortage of fiber technicians, it launched a free training program with CBRE. Beginning to think Meta is behind that “Data Centre” game on Steam where you buy racks, set up servers and install cables.

Opens with a number

Trung Phan@TrungTPhan

Spirit Airlines has 200+ Airbus planes. Including spare parts, they have ~500 Pratt & Whitney Turbofan engines. Use those engines to kickstart a pivot to operate data centres and become a provider of AI compute. Minimum $50B company right there.

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Trung Phan@TrungTPhan

Apple TV+ costs 0.2% of Apple’s total revenue ($391B). Michelin Guide costs 0.1% of Michelin Tires total revenue (~$30B). Both are premium content plays to market the brand. Makes sense.

Opens with an observation

Trung Phan@TrungTPhan

Nutella sighting in Artemis II makes a lot of sense. Great shelf life (2+ years). No refrigeration needed. Calorie dense. No threat of crumb floating in microgravity. Spoonable. Highly viscous so unlikey to damage equipment if jar breaks.

Opens with an observation

Trung Phan@TrungTPhan

Anthropic really going after normies now. First, spends $30m on that Super Bowl ad. Second, new Sonnet 4.6 demo shows Claude renewing someone’s license plate at the DMV (still not AGI until it can fix the actual DMV).

Opens with an observation

Trung Phan@TrungTPhan

The first YouTube video ever was posted 20 years ago today (co-founder Jawed Karim uploaded a 19-second clip of “me at the zoo”). In November 2005, this classic Ronaldinho Nike ad became the first YouTube video to hit 1 million views.

Opens with a number

Trung Phan@TrungTPhan

Groq CEO Jonathan Ross explains the importance of speed in delivering a service and relevance for AI. For Google, a 100 millisecond speed-up leads to 8% higher conversion rate. In consumer products, there’s correlation with time to dopamine and higher margin (eg. cigs > soda).

Opens with an observation

Trung Phan@TrungTPhan

Never been a better shoe launch marketing than Adidas Adizero Adios Pro Evo 3. Sebastian Sawe and Yomif Kejelcha break 2hr at London Marathon 2026 wearing it (Tigst Assefa set women’s record with it too). Limited release ($500) sells out in minutes and resold StockX for ~$1900.

Opens with a "stop doing this"

Trung Phan@TrungTPhan

“Claude, build me a Blackstone replacement. But with more AUM. I’ll take $2T. Also, no private credit. Citrini says it will blow up because of you. Make no mistakes.”

Opens with an observation

Trung Phan@TrungTPhan

Microsoft 365 has 450 million paid seats, but only 3% (15 million) pay for Copilot AI. Hence, this $10m Super Bowl ad for Copilot in Microsoft Excel.

Opens with a number

Trung Phan@TrungTPhan

actually did have Jensen Huang taking out a $249 Nvidia mini AI supercomputer capable of 67 trillion operations per second (TOPS) from an oven in a Christmas-themed product vid and saying you could use it to “create an agentic AI” on my 2024 bingo card

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Trung Phan@TrungTPhan

Steph Curry signed a 10-year deal with Li Ning. The Chinese sportswear firm has $6B market cap. Curry must’ve got huge equity and can only assume they’ll somehow make a robotics AI play like this automated rebounding and passing machine the Warriors use.

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Trung Phan@TrungTPhan

Your bearish? Jensen Huang is chugging beers and eating Korean fried chicken with Samsung Chairman Lee Jae-yong and Hyundai Chairman Chung Eui-sun in Seoul to celebrate a 250,000K GPU sovereign AI data centre and your bearish?

Opens with direct address

Trung Phan@TrungTPhan

Stripe buying PayPal would be truly full circle. Elon and Peter Thiel invested in Stripe in 2011 (a $2m round at $20m valuation). TechCrunch headline: "Stealth Payment Startup Stripe Backed By PayPal Founders"

Opens with an observation

Trung Phan@TrungTPhan

wow, just found a rare interview of a Super Micro employee — recently implictaed in the $2.5B Nvidia GPU smuggling scheme — talking about a legal dispute with a co-founder for one of his AI startups a few years ago

Opens with an observation

Trung Phan@TrungTPhan

Demis tried to build hedge fund at DeepMind with 20 researchers to beat Renaissance Technology but it got shut down. Here’s Jim Simons on why he hired PhDs instead of investment professionals: “You can teach a physicist finance, but you can’t teach a finance person physics.”

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Trung Phan@TrungTPhan

If Apple is ramping its premium (but low-volume) line of Ultra products, we need the iPhone Chunk: no camera bump, giant 100-hour battery life and self-defense tool all in one. Easily charge $3,000 for this thing.

Opens with an observation

Trung Phan@TrungTPhan

Incredible move by Ryan Cohen to finance GameStop’s $56B acquisition of eBay. Listed items on eBay under the user name ryan_5050 and already secured bids for top-tier lots including used socks ($4,200) and sealed box for Windows 2000 Server installation disk ($771). Well played.

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Trung Phan@TrungTPhan

Terafab. Come for the the two types of custom AI chips: ▫️AI5/AI6 for Tesla (edge inference for FSD/Optimus) ▫️D3 for SpaceX (AI chips for space data centers) Stay for the Moon-based electromagnetic mass driver:

Opens with an observation