@AmanVerjee
Account based inUnited States
About this account
- Account based in
- United States
- Connected via
- United States App Store
Account-level information from X, not a live location or the device used for a specific post.
Joined March 2023
- Tweets561
- Following127
- Followers282
- Likes1.6K
Aman Verjee retweeted
Meta's @Muse is #1 on the App Store, ahead of ChatGPT. @alexandr_wang 👏
@AmanVerjee: "If I had to short one company right now… I'd short Instinct." A $10B valuation, with Sequoia and Benchmark rumored to lead.
@davemcclure isn't so sure. Who's right?
Episode 49 of @TradingVCs is here:
1:06 - [ tech and vc news ]
3:29 - Fed rates jump to 4%, gas @ $4.50/gal
8:16 - @AnthropicAI delays IPO; @OpenAI raising @ $1.2T
12:00 - Does AI need govt regulation?
16:54 - @nscale files for IPO
20:45 - EU AI rising: @MistralAI $24B, @cohere @ $20B
24:07 - @Gemini joins AI hacker club
25:33 - @Meta @finkd launches AI agent Muse; Instinct raising @ $10B @sequoia @benchmark
33:47 - [ intvw: Dan Gray @credistick, research lead, @JoinOdin ]
39:48 - Venture has eaten the IPO
41:19 - Shifting VC strategies
58:45 - How AI could upend VC industry
1:13:39 - Contrarian take on upcoming AI IPOs
1:13:21 - [ valuation corner: @shieldaitech seeks $20B ]
1:17:08 - Impressive founding brothers @brandontseng2 @rtsengusa
1:18:30 - Why VC defense investment is growing
1:22:18 - Breaking down world-wide defense budgets
Aman Verjee retweeted
THE SECRET BEHIND THE COWBOYS’ $10B+ VALUATION
Why are the Dallas Cowboys the most valuable franchise in sports?
It’s not just ticket sales or TV money.
Jerry Jones negotiated a special deal that lets the Cowboys keep a much larger share of apparel, licensing, stadium, and hospitality revenue than other NFL teams.
That means more revenue stays with the Cowboys — and more value accrues to the franchise.
With roughly $1.2B in annual revenue, the Cowboys have built a business model that looks very different from the rest of the league.
@davemcclure and @AmanVerjee break down how the Cowboys built the most valuable team in sports.
Aman Verjee retweeted
Catch up on full episodes of Trading Places Podcast! Subscribe to our YouTube channel!
youtube.com/@practicalventur…
Aman Verjee retweeted
WHY WOULD YOU BUY A $3B SPORTS TEAM?
Because the tax bill can look very different from the sticker price.
A franchise buyer can potentially amortize intangible assets over 15 years, creating massive tax deductions along the way.
For a $3B purchase, that could mean billions in deductions over time — plus potential state and local tax benefits.
The real cost of a sports team may be far lower than the headline price.
@davemcclure and @AmanVerjee break down the math.
Aman Verjee retweeted
Check out the latest episode of Trading Places Podcast! youtu.be/ai5CrPtxP4Q?si=8Rdh…
Aman Verjee retweeted
WHAT IF AI COMPANIES PAID THE GOVERNMENT FOR LEGAL PROTECTION?
@sama and @DarioAmodei might accept an “AI tax” or even a government stake — if it bought them something critical: legal certainty.
Pay upfront. Get protection from potentially unlimited liability as AI scales.
@davemcclure and @AmanVerjee break down the tradeoff.
Aman Verjee retweeted
HOW DO YOU VALUE A $10 BILLION SPORTS TEAM?
Teams trade around 9–12x revenue, driven by:
• Stadium revenue
• Media rights
• Long-term media deals
The Yankees generate ~$320M from stadium revenue + ~$220M from media rights.
The Dodgers locked in a 25-year, $8B regional sports deal in 2013.
@davemcclure and @AmanVerjee break down how sports franchises get valued.
Aman Verjee retweeted
AI giants hit the breaks. @DarioAmodei says the industry needs to "pace the frontier." @sama and @elonmusk agreed.
Dave and Aman aren't buying the official story.
Plus: a Valuation Corner deep dive on @harvey, now worth $15.5B just months after its last round.
Watch now 👇
[ Tech & VC News ]
03:07 - oil, interest rates, and inflation all up
06:25 - importance of reducing the deficit
08:13 - AI leaders hit the brakes @AnthropicAI @OpenAI @SpaceXAI
20:27 - why AI giants want to be regulated
25:22 - upcoming @ouraring IPO
28:34 - mega-round raises for a host of AI companies
38:09 - tender offer boom
[ Valuation Corner: Harvey AI @ $15.5B ]
43:34 - founder stories @winstonweinberg @gabepereyra
47:43 - breaking down the legal AI ecosystem
50:07 - Harvey vs AI giants
57:30 - tribute to a legend: Bill Draper
thanks for watching another @TradingVCs with @davemcclure and @AmanVerjee
Aman Verjee retweeted
#PaceTheFrontier my ass -- I say WELCOME to our #SkyNet #Overlords and FULL STEAM AHEAD! 🚀🤖
this week on #TradingPlaces we cover:
- global #macro: wars, oil, rates all EXPLODING 💣💥
- rogue #AI: we don't need no STINKIN' REGULATION!
- #Oura: consumer IPOs are BACK baby! 💍📈
- #MegaVC rounds: what slowdown? 💰
- Billion$ for #Cognition #Crusoe #ShieldAI #Harvey
- Corporate #Secondary: the #Tender Offer Boom
- Val Corner: @Harvey legal AI $15B breakdown
+ special tribute to #BillDraper #RIP (1928-2026) ❤️🩹🕊️
cc @TradingVCs @PracticalVC @AmanVerjee
AI giants hit the breaks. @DarioAmodei says the industry needs to "pace the frontier." @sama and @elonmusk agreed.
Dave and Aman aren't buying the official story.
Plus: a Valuation Corner deep dive on @harvey, now worth $15.5B just months after its last round.
Watch now 👇
[ Tech & VC News ]
03:07 - oil, interest rates, and inflation all up
06:25 - importance of reducing the deficit
08:13 - AI leaders hit the brakes @AnthropicAI @OpenAI @SpaceXAI
20:27 - why AI giants want to be regulated
25:22 - upcoming @ouraring IPO
28:34 - mega-round raises for a host of AI companies
38:09 - tender offer boom
[ Valuation Corner: Harvey AI @ $15.5B ]
43:34 - founder stories @winstonweinberg @gabepereyra
47:43 - breaking down the legal AI ecosystem
50:07 - Harvey vs AI giants
57:30 - tribute to a legend: Bill Draper
thanks for watching another @TradingVCs with @davemcclure and @AmanVerjee
Aman Verjee retweeted
🫧 Aman Verjee on why the AI buildout doesn't feel like a bubble:
"If every single GPU that NVIDIA rolls off the assembly line, metaphorically, lights up the next day...
It's not like they're laying dark fiber or building railways that no one is using and then thinking, 'If we build it, they will come.' They're already here. They're building what people want.
So this feels like there's real demand."
— @AmanVerjee with @coldxman on @ConvoswColeman
Aman Verjee retweeted
WHY FUND MANAGERS AREN’T CHASING OPENAI AND ANTHROPIC
Everyone wants a piece of OpenAI and Anthropic.
But that may be exactly why some fund managers are staying away.
The problem isn’t that these companies are bad. It’s that everyone is chasing them — making shares harder to get and pushing investors to pay a premium to the last round.
Instead, Aman Verjee says the real opportunity may be the next 20–30 companies growing quickly, where there’s less market demand and investors can potentially buy at a discount.
Sometimes the best venture investment isn’t the company everyone wants.
It’s the one they haven’t discovered yet.
@AmanVerjee sat down on The Claman Countdown with @LizClaman.
Aman Verjee retweeted
PAYPAL WENT PUBLIC IN 4 YEARS. SPACEX IS AT 24.
@PayPal was founded in 1998 and went public by 2002.
@SpaceX was founded in 2002. It’s now 24 years old—and finally went public.
And it's not an outlier.
Palantir: 17 years
Airbnb: 12 years
Uber: 10 years
Snowflake: 8 years
The IPO timeline for tech companies has changed dramatically.
So what happens when companies stay private for decades?
@AmanVerjee sat down with @LizClaman on The Claman Countdown.
Aman Verjee retweeted
I have a recommendation to help bring some sanity to this whole AI doomerism situation that is appropriately exploding today.
If any reporter can get one of the "true believers" to sit for a real interview (if they can't, that is an important tell), they should use a technique known as the "Five Whys" en.wikipedia.org/wiki/Five_w….
The "five" number is arbitrary, but the point is to drill down into the details and steps required to get to the catastrophic end-point.
You can't take down all of humanity without a few intermediate steps. Let's talk through each of those. It's quite a useful exercise.
It would help us all think more clearly, and possibly the doomerists as well.
Aman Verjee retweeted
in loving memory ❤️🩹 of a great man @WilliamHDraper #RIP it was an honor to moderate this once-in-a-lifetime panel at our #500startups #PreMoney conf 10 years ago:
“Three Generations of Drapers"
youtu.be/vTsEOKzBFoc
🙏🏼🔥🕊️
cc @TimDraper @BillyDraper @AdamDraper @JesseDraper @PracticalVC @500GlobalVC
Aman Verjee retweeted
On September 3, the #GDPNow model nowcast of real GDP growth in Q3 2026 is 4.7%: bit.ly/32EYojR. #ATLFedResearch
Download our EconomyNow app or go to our website for the latest GDPNow nowcast: atlfed.org/46BOWkD.
Aman Verjee retweeted
WHY CEOs DON'T JUST GO PUBLIC
A decade ago, many of today's biggest private companies would have already been listed.
Now? They're staying private longer—and for a good reason.
"You know how fun it is to run a private company compared to a public one? I could tell you because I've done both. As long as you want to be focused on really cool things like building new products and innovating a whole space, being private is great."
- @Forge_Global CEO Kelly Rodriques on Trading Places Podcast EP46 with @davemcclure and @AmanVerjee
Aman Verjee retweeted
3 REASONS WHY AI IS NOT A BUBBLE
Aman Verjee points to three major differences between today's AI boom and the dot-com era:
- AI investment is being driven by profitable hyperscalers with massive cash reserves.
- Valuations remain far below the extremes of 1999.
- Perhaps most importantly: the demand is already here.
"It's demand-driven not supply-driven. I think, just the overall business, the technology, the value of it is incredible. There are a lot of things that AI is going to enable us to do that we haven't yet figured out, but that will leave a lasting and generally positive impact in what we do."
- @AmanVerjee on @ConvoswColeman with @coldxman
Aman Verjee retweeted
NVIDIA IS BETTING ON THE RACE, NOT THE HORSE 🏇
@nvidia is investing across almost every layer of the AI stack — chips, energy, infrastructure, data, LLMs, and applications.
✅$6B for Poolside technology.
✅$20B valuation for Mercor.
✅$30B rumored valuation for Perplexity.
Why pick a winner when you can invest in everyone?
With hundreds of billions in cash and massive free cash flow, NVIDIA has the firepower to back the entire AI ecosystem — especially as open-weight model usage drives demand for more compute.
@davemcclure and @AmanVerjee break down NVIDIA's all-in AI strategy.
Aman Verjee retweeted
Bubbles have a bad reputation. But history suggests they can also accelerate the technologies that change the world.
The dot-com bubble helped fuel companies like PayPal, giving disruptors the capital to challenge entrenched industries and forcing incumbents to adapt.
The same could be true for AI.
Even if today's AI boom eventually proves to be a bubble, it could still leave behind transformative technology, new infrastructure, and entirely new businesses.
@AmanVerjee joins the @ConvoswColeman podcast to discuss why bubbles can sometimes be a catalyst for progress.
Aman Verjee retweeted
OUR VC PODCAST @TradingVCs IS LOW-CLASS.
but our valuations and anal-ysis are top notch.
this week on EP47 #TradingPlaces:
- @AnthropicAI claims $30T TAM for $2T+ IPO
(also: I'm 32, 6' 4", tall dark & handsome, blue eyes)
- Jensen hugs @HuggingFace for $12.9B
- @Stripe tells @PayPal "it's me, not you"
- @Meta pays $17B for giving your kids crack
- we intvw @hKanji @HoxtonVentures
- @AmanVerjee values the #NeoCloud market
cc @PracticalVC
Anthropic claims $30T in potential revenue - roughly the size of US GDP.
Ep47 of @TradingVCs is here, and @davemcclure and @AmanVerjee break down their massive week, NVIDIA’s shifting AI strategy, Elon’s latest moves, and much more.
Plus: Huxton’s Hussein Kanji explains how he built a European venture firm from scratch.
[ tech and vc news ]
00:56 - the @OaklandSpiders win it all
03:11 - @AnthropicAI prepares for S1
10:44 - new details from OpenAI/@huggingface hack
16:53 - @nvidia's "buy everything" strategy
20:54 - @OpenAI pulls models from @cursor_ai
23:45 - the 5 dominant vc funds
29:14 - @stripe abandons @PayPal acquisition
32:13 - @Meta pays out $17B in lawsuit
39:51 - @SpaceX manufactures turbine-blades
[ intvw: @hkanji, @HoxtonVentures ]
42:15 - hussein's journey to venture capital
50:09 - his investment thesis
57:12 - investing in food-delivery giant deliveroo
1:01:12 - talking vc investment strategy
1:17:00 - the hoxton playbook going forward
[ val corner: neo cloud market ]
1:23:35 - what is a neo cloud?
1:24:51 - how neo clouds fit into the market
1:30:37 - which workflows will survive the AI revolution
1:33:15 - predicting which neo clouds survive
@LambdaAPI @CoreWeave @xai @nebiusai @CrusoeAI @GroqLLC
let's hope @DarioAmodei doesn't snap his fingers 🤞
