Morning. On today’s show: – Jensen Huang less bullish on AI than Leopold Aschenbrenner – @_fabknowledge_ (SemiAnalysis) – @ajay_bcv (Bain Capital Ventures) – @jcal7 (True Ventures) – @hussein_fazal (Super) – @oisinhanrahan (Keychain) – @shanehegde (Air) – @koenbok &

It's official: Super[.]com hit $200M+ in annualized revenue with just over 200 employees and is the first scale-up to join the Lean AI leaderboard. To celebrate this record-breaking milestone, I am giving away our Lean AI at Scale playbook that made it possible. We started

I recently wrote about how "Every great company was once a one-trick pony startup" @HarvardHBS just published a case study detailing how we grew up from a one-trick-pony startup that only offered discounted hotel deals over messaging, to a well diversified consumer technology

Last week, I met a founder who willed a $200M+ ARR consumer app with 50M+ users into existence over 9yrs that no one knows about, just two Waterloo grads. It's called super[dot]com.: you load money in and get access to exclusive deals. So many great startups no one knows about.

I have often heard from VCs that high churn consumer businesses can definitively never succeed. This perspective lacks nuance. Their argument goes that eventually the marketing cost to replace churned customers becomes too big, and eventually revenue withers away. But to me,

@henrythe9ths and Hussein are killing it at https://t.co/VfAM1A1Uyj This kind of product innovation and development at scale is so rare to pull off. I am going to be reading all of their write-ups to soak in the learning!