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OpenAI Acquires TBPN

TBPN / YOUTUBE / Jun 14

Original video
Published evidence reviewed

Well, you know, yeah, and they're, they're trading very reasonably. They're at something like a $240 million run rate as of Q4, market cap of like $366 million. Okay. So yeah, it's priced— seems to be priced in. Yes. Um, uh, Buco says, imagine being a software company with like 250,000 customers, $1 billion of revenue growing 20%, and the market says worth...

Public claims published

3 published market points linked to reviewed evidence.

Published market points
87:45shortdirectional thesisCRWV

A crowded, debt-heavy GPU-cloud name that leans on a handful of giant customers re-rates lower when the market stops paying sci-fi multiples for unprofitable AI infrastructure and starts pricing the leverage.

Well, you know, yeah, and they're, they're trading very reasonably. They're at something like a $240 million run rate as of Q4, market cap of like $366 million. Okay. So yeah, it's priced— seems to be priced in. Yes. Um, uh, Buco says, imagine being a software company with like 250,000 customers, $1 billion of revenue growing 20%, and the market says worth $3.5 billion.

+100.00%price pending
50:02longdirectional thesisVRT

The company that sells the switchgear, power and liquid cooling inside every AI data center rides a build wall where finished shells, not GPUs, are what is scarce.

Because of the above, capital markets care more about revenue produced from chips rather than resale value, and chips are only a subset of the total cost of compute— heterogeneous builds, the rack, powered shell, interconnect, cooling. It was interesting when we were talking with CoreWeave about the— that I was really expecting the answer to be chip constraints and he was saying powered shells, powered shells, which is what we've heard from Satya Nadella.

-100.00%price pending
36:07longdirectional thesisHIMS

A market big enough that a two-person shop banks $400M in year one lifts the only public telehealth proxy in it, as rising subscribers and weight-loss volume keep compounding the run rate.

of GLP-1 weight loss drugs got 300 customers in its first month. In its second month, it gained more than 1,000 more. In 2025, MedVie's first year in business, the company generated— or the first full year in business, uh, the company generated $401 million in sales. Mr.

-100.00%price pending