Wasteland Capital on AI

Latest OpenAI numbers from the FT: 800m users, 5% paying (40m). $13bn in ARR. Implies a $325 annual ARPU, or $27/month per paying user. 70% of rev from subscriptions, rest is API. $8bn loss in H1, prob $20bn run rate loss now? So basically spending $3 for each $1 in revenue.

4.5K likes239 repliesPosted Oct 15, 2025

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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

Opens with a short, self-contained line that is easy to take in at a glance.
Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Points at real customers, users or results as evidence rather than assertion.
Uses short lines and white space, which makes a long post feel quick to read.
The opening line stands alone, so it reads completely before the post is expanded.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Short lines with heavy white space, built to be scanned.
Tone: concrete, punchy
Mechanisms: Specificity, Social proof
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

AI SaaS Engineering

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