Skip to content

ViralLoop

Your next post already worked.

Loading the post

Remix this post

SaveShare

Your note

Private to you, and used when you remix this post.

Viral score

Why it worked

The mechanics

Hook
Style
Tone
Written for

Analysis by ViralLoop — not written by the original author.

Gene Munster on Revenue · ViralLoop

Post by Gene Munster on X

Gene Munster@munster_gene

$AAPL active installed base up 7% y/y is a sign that the Apple ecosystem is alive and well. Long-term this should offset iPhone concerns because eventually Apple will capture that upgrade revenue. Hard to predict what quarter it falls into.

240 likes18 repliesPosted Jan 30, 2025

View the original on X Written by Gene Munster. Captured Sep 4, 2026.

Remix this post

Your note

Private to you, and used when you remix this post.

31

Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Short enough to read in full without expanding, which removes a step before the point lands.
Short sentences keep the pace up, so the reader never has to re-read a line.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

Topics

Posts built the same way

Based on strong positive feedback from customers in our beta test program, @SpaceXAI will make Grok 4.5 available to the public tomorrow. It is an Opus-class model, but faster, more token-efficient and lower cost.

Netflix is deliberately choosing to pay people to create sexualized content for children. Freedom of speech should be respected, but this is PAID speech. Netflix is going out of their way and reaching into their wallet to push this.

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

Marques Brownlee

Memory price hikes have finally started hitting Apple. Today, they raised some base prices: Macbook Neo: $599 -> $699 Macbook Air: $1099 -> $1299 Macbook Pro: $1699 -> $1999 Mac Studio: $1999 -> $2499 iPad Air $599 - $749 iPad Pro: $999 -> $1199

Adam Cochran (adamscochran.eth)

Breakdown of the Black Friday data tells us: -Consumer is weakening. -95% of sales volume was financed. -67% of that intends not to pay off within 30 days. -Roughly $1B was spent using BNPL models which are the worst debt. This points to a *really* unhealthy economy.

Melania, the documentary no human wants to see, has a budget of $40 million, $28 million of which is “licensing fees” paid to the Trumps. FYI to all the MAGAs who fart out “hE dOnAtEs HiS saLaRy!!”, that one $28 million Bezos bribe is **70 years** worth of presidential salary.

More from Gene Munster

Susan Li says long term it's hard to predict exact timing of buildout. Says long term investment in capex will continue to grow in 2028 and beyond. That gives them flexibly to the pace of AI adoption. My take: Good for AI infrastructure trade.

$MU results and guide show we are still early in the AI buildout. They hit the high end of the revenue whisper, up 364% yy, compared to Street at 286%. Margins were the big surprise. 85% vs. Street at 81%. Guided Aug revenue growth 342% vs. Street 285%.

$META CFO Susan Li says headcount reductions that they announced last week will help offset increased spending in AI infrastructure. My take: Latest data point that AI is having an impact on employment.

$AMZN Stock down 11%. AWS growth was 24% vs whisper of 25%+ and imprint of 22%. Whisper jumped last night on the Google Cloud blowout last night. Capex guide was $200B. Expectations were $150B.

Native Gemini subs are now 750m weekly, up from 650m in September. OpenAI is at 900m. The gap is 150m today. Six months ago it was about 300m gap. Sundar said also had a “sharp increase in usage” by each users. My take: More users, more usage by each user. $GOOG

Regarding the question about how early we are in AI? $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was expecting 30% growth, or $116B. Meta is now well behind Google at 74% growth. Let the arms race continue.