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Analysis by ViralLoop — not written by the original author.

tae kim on Revenue · ViralLoop

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Post by tae kim on X

tae kim@firstadopter

You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations for Nvidia's main end customer market.

219 likes19 repliesPosted Feb 5, 2026

View the original on X Written by tae kim. Captured Sep 4, 2026.

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33

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

Addresses the reader directly, so it reads as written for them.
Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Speaks directly to you
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: personal
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

Topics

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MY FIRST X VIDEO MADE OVER $250,000! 😲 But it’s a bit of a facade. Advertisers saw the attention it was getting and bought ads on my video (I think) and thus my revenue per view is prob higher than what you’d experience

Stripe offered to acquire us for $1.2 billion when we had $2M in revenue. Today, we've raised $330M at an $8B valuation and reached $1B ARR. We could've died three times during this journey. This is the story I've never told anyone before:

We're coming out of stealth. We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised. Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads. Our first racks ship this summer.

For years, @DoorDash cheated its delivery workers by using customers' tips to meet its workers’ guaranteed pay instead of giving them the tips they earned. Today, we're making DoorDash pay $16.75 million that will go back into the pockets of tens of thousands of workers.

$1 Car vs $100,000,000 Car!!! I’m curious how much ad revenue a video on X would make so I’m reuploading this to test it. Will share ad rev next week ❤️

Disney has cancelled their deal with OpenAI. They planned to invest $1 billion into the company and let Sora have access to AI generate videos of characters from Disney, Marvel, Pixar and Star Wars. (Source: t.co

More from tae kim

I can confirm CNBC's reporting. OpenAI's total ARR is up 35% quarter to date, B2B ARR is up more than 50% QTD, agentic weekly average users are up more than 3.5 times QTD and API tokens per minute are up 2 times QTD.

There are some investors who find this disappointing. But come on people, you can't extrapolate m/m growth acceleration to infinity. This is still INSANE growth. Bloomberg: "Anthropic Revenue Run Rate Surpasses $65 Billion Ahead of IPO"

ALWAYS read the footnotes! "Does not include more than $25 billion of net new customer commitments added in early Q3" $CRWV

We're so back. CNBC: OpenAI CFO Sarah Friar "told staffers that annualized recurring revenue in July was higher than in the second quarter as a whole" t.co

On Bloomberg TV just now: SK Hynix chairman Chey Tae-won says customers asked for 5X-6X more capacity not 2X capacity that SK Hynix promised for next five years 5X-6X!

Did we really puke two days in a row over leaks that Meta has been bad at developing AI these last few months? Is this a surprise given that Anthropic and OpenAI have been jumping way ahead of Gemini and Meta in agentic? 🤦‍♂️