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“No pay. No ego. No life.” - Spenser Skates on building a $1B company
“No other commitments outside of work. No attachment to money. Obsessively curious about the work. Willing to work for very long periods of time with no success. No ego attachment to outcomes.”
Spenser imagined an extreme — almost fanatical — archetype. A persona almost no sane person would attempt to emulate.
His reasoning: The fewer distractions, the greater the chance of building something great.
Spenser adds:
“Peter Thiel said CEO pay is anti-correlated with company success. I thought — great, I’ll just not pay myself anything.”
He wanted to stack every advantage, even small ones:
“The more I can be this person, the more likely it is I’ll build a successful company.”
Video source: @kleinerperkins (2025)
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“No pay. No ego. No life.” - Spenser Skates on building a $1B company
“No other commitments outside of work. No attachment to money. Obsessively curious about the work. Willing to work for very long periods of time with no success. No ego attachment to outcomes.”
Spenser imagined an extreme — almost fanatical — archetype. A persona almost no sane person would attempt to emulate.
His reasoning: The fewer distractions, the greater the chance of building something great.
Spenser adds:
“Peter Thiel said CEO pay is anti-correlated with company success. I thought — great, I’ll just not pay myself anything.”
He wanted to stack every advantage, even small ones:
“The more I can be this person, the more likely it is I’ll build a successful company.”
Video source: @kleinerperkins (2025)
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Benjamin Hernandez😎
Not every day is fireworks, but $FATN was solid: $1.83 → $2.76 (+50.8%). Followed the plan, took what it gave. 3 stocks have a couple mirroring that early strength. Full prep and alerts in the chat.
Get in:✅ https://t.co/71FIJId47G
Send “Hi” for access.
$RR $BMNR $BYND $PULM
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Not every day is fireworks, but $FATN was solid: $1.83 → $2.76 (+50.8%). Followed the plan, took what it gave. 3 stocks have a couple mirroring that early strength. Full prep and alerts in the chat.
Get in:✅ https://t.co/71FIJId47G
Send “Hi” for access.
$RR $BMNR $BYND $PULM
INTRADAY TECHNICAL SETUP
Symbol: $FATN
Entry: $1.79 Action: $2.74 (+53.1%)
The market ignored this name until the print. Now everyone wants exposure to SD-WAN growth. This trade is up 53%. Pay yourself, but keep a moon bag. https://t.co/ovByumwDcq tweet
Javier Blas
RT @JasonMBrodsky: #BREAKING: Reuters reports the U.S. military shot down an #Iran regime drone that approached a U.S. Navy Aircraft Carrier in the Arabian Sea today. With the gunboats approaching a U.S. tanker and now this, the Iranian regime is testing and probing ahead of the diplomacy--as it always does--but this is also occurring during the 10-Day Dawn marking the anniversary of the Islamic Revolution, and the regime likes to shoot propaganda videos of its drones approaching U.S. aircraft carriers. So this is all part of the show.
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RT @JasonMBrodsky: #BREAKING: Reuters reports the U.S. military shot down an #Iran regime drone that approached a U.S. Navy Aircraft Carrier in the Arabian Sea today. With the gunboats approaching a U.S. tanker and now this, the Iranian regime is testing and probing ahead of the diplomacy--as it always does--but this is also occurring during the 10-Day Dawn marking the anniversary of the Islamic Revolution, and the regime likes to shoot propaganda videos of its drones approaching U.S. aircraft carriers. So this is all part of the show.
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Wasteland Capital
Amazingly sh*tty guide from $NVO. Both sales and operating profit expected to collapse by 5-13% in 2026 as “Most Favoured Nation” pricing hits.
The most obvious outcome, playing out as outlined. Yet so few believed it would. https://t.co/cfwPEEl7iG
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Amazingly sh*tty guide from $NVO. Both sales and operating profit expected to collapse by 5-13% in 2026 as “Most Favoured Nation” pricing hits.
The most obvious outcome, playing out as outlined. Yet so few believed it would. https://t.co/cfwPEEl7iG
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Moon Dev
hyperliquid changed finance forever
we can literally see everyones positions
only wall street and exchanges could see this before
hyperliquid https://t.co/cVSMr3CAo4
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hyperliquid changed finance forever
we can literally see everyones positions
only wall street and exchanges could see this before
hyperliquid https://t.co/cVSMr3CAo4
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Dimitry Nakhla | Babylon Capital®
$FICO now approaching one of its largest drawdowns of the past 10 years (-44%), despite compounding total returns at 30% annually over the same period.
$FICO trades for ~29x NTM EPS & a 3.32% NTM FCF yield — very different from where the stock spent much of the last few years.
Quality businesses don’t avoid drawdowns. But periods where long-term compounders experience both deep price dislocations and material multiple compression are usually worth paying attention to.
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$FICO now approaching one of its largest drawdowns of the past 10 years (-44%), despite compounding total returns at 30% annually over the same period.
$FICO trades for ~29x NTM EPS & a 3.32% NTM FCF yield — very different from where the stock spent much of the last few years.
Quality businesses don’t avoid drawdowns. But periods where long-term compounders experience both deep price dislocations and material multiple compression are usually worth paying attention to.
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Bourbon Capital
$AXON makes some of the best YouTube videos, and it has a very strong ecosystem. https://t.co/ubQgvgVFdn
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$AXON makes some of the best YouTube videos, and it has a very strong ecosystem. https://t.co/ubQgvgVFdn
$AXON Projected Rev for 2026, 2027 and 2028 https://t.co/dRYqvFZXKn tweet