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The mechanics

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Post by Daniel Newman on X

Daniel Newman@danielnewmanUV

Whoa. $CRM just announced a $60+ Billion revenue target and it will achieve Rule of 50 growth by 2030. That level of execution would mean Salesforce is HIGHLY UNDERVALUED here and indicates it is betting big it can win the agentic layer of the enterprise.

167 likes22 repliesPosted Oct 15, 2025

View the original on X Written by Daniel Newman. Captured Sep 4, 2026.

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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

Uses concrete numbers instead of vague claims, which makes it credible and quotable.
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
Mechanisms: Specificity
Written for: Growth and marketing teams

Analysis by ViralLoop — not written by the original author.

Topics

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$GOOGL is a company that doesn’t do hype. For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don’t understand this.

I think China's second DeepSeek moment is here. This AI agent called 'Manus' is going crazy viral in China right now. Probably only a matter of time until it hits the US. It's like Deep Research + Operator + Claude Computer combined, and it's REALLY good.

Tailwind lays of 75% of their team. the reason is so ironic: > their css framework became extremely popular w AI coding agents, 75m downloads/mo > that meant nobody would visit their docs where they promoted paid offerings > resulting in 40% drop in traffic & 80% revenue loss

Apple Q1 revenue is $124.3 Billion. 2022 Q1 revenue was $123.9 Billion. 0.3% revenue growth over 3 years. (We’ve had ~15% inflation since then) iPhone sales are negative YoY. This is not a growth company. $AAPL

More from Daniel Newman

$GOOGL beats expectations and whisper for its cloud business at 34%, smashed through $100 Billion and remains the world's most profitable company. And yet some people think OpenAI is going to take it down? 😅 What. A. Quarter.

The $ORCL is losing ‘bigly’ on its $NVDA story feels a bit misleading. At first blush it looks like standing up the equipment and timing of purchase versus deployment is the cause not a lack of demand or pricing power. Feels misleading at best and pure FUD at worst.

Daniel Newman on Growth · ViralLoop