Entrepreneur & Venture Capitalist

Miami Beach
Joined February 2009
🚨👉 Episode #16 (*skip to minute 3:00*) w/Secretary @carlosgutierrez: youtu.be/EtFIiTNHSnc #Kelloggs #CEO-> #WhiteHouse U.S. Commerce Secretary-> Vice & #Chairman of Citi & Albright Stonebridge Group (respectively)-> to Entrepreneur as #CoFounder & Chairman of @EmPathCo!
4
1,000%
Elon Musk is single handedly saving America from decline. He revived their entire space industry, now he will reshore chip manufacturing. Man is a complete legend, and we are lucky to live in the same time as him.
90
Andreas Penna retweeted
Elon Musk is single handedly saving America from decline. He revived their entire space industry, now he will reshore chip manufacturing. Man is a complete legend, and we are lucky to live in the same time as him.
533
1,825
134
25,039
1,128,375
Andreas Penna retweeted
Cybercab employee rides at Giga Texas starting soon
Cool news from Giga Texas
330
953
81
7,895
999,089
Andreas Penna retweeted
Never give up
> you’ll never start a rocket company > you’ll never build your own engines > you’ll never be able to use off-the-shelf parts > you’ll never survive three launch failures > you’ll never reach orbit > you’ll never win NASA’s trust > you’ll never launch cargo to the ISS > you’ll never compete with Boeing > you’ll never compete with Lockheed > you’ll never make rockets reusable > you’ll never land a rocket vertically > you’ll never land one on a drone ship > you’ll never reuse a booster > you’ll never fly the same booster 10 times > you’ll never fly the same booster 20 times > you’ll never fly the same booster 30 times > you’ll never recover and reuse the fairing > you’ll never lower launch costs > you’ll never launch every month > you’ll never launch every week > you’ll never launch multiple times a week > you’ll never carry astronauts > you’ll never replace Roscosmos > you’ll never fly civilians to orbit > you’ll never manufacture satellites at scale > you’ll never build the biggest constellation ever > you’ll never make satellite internet work > you’ll never make satellite internet fast > you’ll never make satellite internet affordable > you’ll never serve rural customers > you’ll never serve aircraft and ships > you’ll never build a methane rocket engine > you’ll never make full-flow staged combustion work > you’ll never build the most powerful rocket ever > you’ll never build a rocket bigger than Saturn V > you’ll never build it out of stainless steel > you’ll never launch Starship > you’ll never separate Super Heavy and Starship > you’ll never relight Raptor in space > you’ll never bring Super Heavy back > you’ll never catch a booster with Mechazilla tower arms > you’ll never launch 85% of mass to orbit worldwide > you’ll never change the economics of space > you’ll never force the entire industry to copy you > you’ll never win > you’ll never IPO   Congratulations to @elonmusk and the SpaceX team. You did what countless people said was impossible, and you did it time and time again.   Today is your day. You deserve this. May it be a glorious one.
302
2,410
55
25,230
1,006,524
If self-driving cars are 8x safer than human drivers and we refuse to deploy them because of one bad case, we are choosing to let hundreds of thousands of people die per year to protect our feelings about control.
304
439
71
4,858
148,853
Andreas Penna retweeted
Anthropic exp $10.9B Q2 revenue, up from $4.8B in Q1, and $559M of operating profit for the Q. Compute is 56 cents per dollar of revenue, lower than I expected. Q2 projection: $10.9B revenue -$6.1B compute -$2.7B sales & marketing -$1.5B other costs =$559M operating income
28
27
12
370
132,387
Andreas Penna retweeted
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
7,874
10,916
7,550
148,959
28,080,027
Elon will worth around 1% of global GDP by time SPX/xAI IPOs…. 1 individual against the annual economic output of ~195 countries combined! Let that sink in… Living Legend!
1
33
Why can’t supposedly good investors recognize a winning investment when even delivered on a silver platter?
24
Andreas Penna retweeted
PREDICTION: Anthropic will surpass Alphabet in revenue by mid-2028. This is not a bull case or an acceleration scenario — it is a continuation of the curve already in evidence. Anthropic’s ARR went from $1B (Jan 2025) to $9B (Dec 2025) to $30B (Apr 2026) — a 3.3x step in a single four-month window, and the curve has been steepening, not flattening. My projection actually assumes deceleration from here: $100B by end of 2026, $340B in 2027, $850B in 2028, $1.4T in 2029, $2T by 2030. Crossover with Alphabet happens at ~$575B in mid-2028, not because Anthropic accelerates beyond today’s pace, but because Alphabet — locked at ~15% YoY in a mature ads-and-cloud business — cannot match enterprise AI’s adoption physics. As @rodriscoll intelligently observed recently, Gemini tokens served grew by only 60% in the last quarter … while Anthropic grew by 10X. Three drivers make the continuation structural, not speculative: customers spending >$1M/year with Anthropic doubled from 500 to 1,000 in under two months post-Series G (these are multi-year expanding contracts with near-zero churn — switching a deployed agent stack mid-flight is operationally untenable); Claude Code is the wedge, not the product, dragging the rest of the platform — agents, MCP, healthcare, biotech — into every Fortune 2000 deployment as an attach point; and compute supply is finally non-binding with the 3.5GW Google + Broadcom deal (2027+), this weeks SpaceX partnership, and 1GW of standing Google capacity for 2026. For most of 2024–2025 the bottleneck was supply, not demand. That constraint is releasing exactly when the demand curve is steepest. The standard objection — “no company has ever sustained this at scale” — applies a software-era frame to a labor-era business. AWS, Azure, and Meta decelerated at $50–100B because they sold tools to the economy. Anthropic is selling cognitive capacity into the economy. The TAM isn’t enterprise software ($800B). It’s labor ($50T+). When the denominator is two orders of magnitude larger, “deceleration at $100B ARR” stops being a law and starts being an assumption. The crossover isn’t a maybe. It’s a function of timing. Mid-2028 is when I think Anthropic surpasses Google.
Anthropic will have a higher valuation than Alphabet in < 18 months.
189
112
115
755
1,482,274
Andreas Penna retweeted
The Series A for @AnthropicAI raised $125M at a $623M post-money valuation. Participating in the round was Jane Street's James McClave, Skype developer Jaan Tallinn, Facebook co-founder Dustin Moskovitz, and former Google CEO Eric Schmidt. After the Series G valuing the company at $380B, I calculate 83% dilution for these initial investors, which still gets them an insane 101x return on their combined $125M. In IRR terms, that's 122% annualized over the last 4.9 years. In VC, it's good to be early!
7
14
4
163
180,207
Andreas Penna retweeted
Yes
Elon Musk thinks the entire education system is built on a broken assumption. That every student should learn the same thing. At the same speed. In the same order. At the same time. Musk: “Everyone goes through from like 5th grade to 6th grade to 7th grade like it’s an assembly line. But people are not objects on an assembly line.” The model was designed for a factory economy. Standardized inputs. Predictable outputs. That economy is gone. The assembly line is gone. But the education system still runs on its logic. A student who masters algebra in two weeks sits through eight more weeks because the calendar says so. A student who struggles gets dragged forward because the schedule doesn’t wait. Neither is being served. Both are being processed. Musk: “Allow people to progress at the fastest pace that they can or are interested in, in each subject.” AI doesn’t teach a classroom. It teaches a student. One at a time. Every time. It skips what a student already knows. It finds where they’re stuck and approaches it from a different angle. It adjusts in real time. Not at the end of a semester when the damage is already done. A student obsessed with basketball learns fractions through shooting percentages. A student who builds in Minecraft learns geometry through architecture. The subject doesn’t change. The entry point does. No teacher with thirty students can do this. Not because they lack skill. Because the math doesn’t work. AI doesn’t have that constraint. Musk: “You do not need to tell your kid to play video games. They will play video games on autopilot all day. So if you can make it interactive and engaging, then you can make education far more compelling.” The brain isn’t broken. The format is. Kids learn complex systems and strategic thinking for hours voluntarily. Then walk into a classroom and can’t focus for twenty minutes. That’s not a discipline problem. That’s a design problem. Musk: “A university education is often unnecessary. You probably learn the vast majority of what you’re going to learn there in the first two years. And most of it is from your classmates.” Four years. Six figures of debt. And the real value comes from the people sitting next to you. Not the institution charging you. The degree doesn’t certify knowledge. It certifies endurance. Musk: “If the goal is to start a company, I would say no point in finishing college.” The system was built to train employees. If you’re not trying to be one, it has nothing left to offer you. Every lecture. Every textbook. Every curriculum. Now available instantly. Personalized to any learner. Adapted to any pace. The question isn’t whether the old model survives. It’s how long we keep forcing students through it while the replacement already exists.
4,114
12,977
563
85,119
20,291,753
Andreas Penna retweeted
Anthropic just announced it has crossed $30 billion in annualized revenue, and it is only the beginning of April. Two months ago, that number was sitting at $14 billion. Before that, it was $9 billion at the end of 2025 and it was barely $1 billion in late 2024. The growth curve has gone from impressive to nearly vertical in the span of a single year. Also, Anthropic just signed the largest compute deal in the company's entire history. They have locked in multiple gigawatts of next-generation TPU computing power through a three-way agreement with Google and Broadcom, with that capacity coming online starting in 2027. To understand the sheer scale of what that means, the average American nuclear plant generates roughly one gigawatt of power. Anthropic is reserving more than three times that amount in pure computing electricity, dedicated entirely to running its AI models. The really striking part is not the size of the deal but rather the diversity of the hardware strategy behind it. Anthropic trains and runs Claude simultaneously on AWS Trainium chips through Project Rainier, on Google TPUs manufactured by Broadcom, and on NVIDIA GPUs across multiple data centers. Claude is now the only frontier AI model in the world available on all three of the largest cloud platforms at once: Amazon Web Services Bedrock, Google Cloud Vertex AI, and Microsoft Azure Foundry. That kind of multi-cloud, multi-chip architecture is not an accident but a deliberate hedge against supply bottlenecks and a signal of how seriously Anthropic is treating infrastructure as a competitive weapon. Back in December, Broadcom's CEO revealed a mystery customer had placed a $10 billion custom chip order and then quietly disclosed it was Anthropic. That was followed almost immediately by another $11 billion order in the same quarter. Now the total commitment has expanded again with this new multi-gigawatt deal set to come online in 2027. Broadcom CEO Hock Tan has told investors the company expects to generate close to $100 billion in AI chip revenue in 2027, with Anthropic as one of its primary drivers. The customer growth numbers are the most alarming signal of all for Anthropic's competitors. When Anthropic raised $30 billion at a $380 billion valuation in February, it disclosed that 500 business customers were each spending over $1 million per year on Claude. Today, less than two months after that announcement, that number has already doubled to more than 1,000 enterprise customers at that same spending threshold. Eight of the Fortune 10 companies are already running critical workloads on Claude, which means the world's most powerful corporations have quietly made Anthropic a core piece of their operations. The forecast that looked wildly optimistic in January is now starting to look like it may be too conservative. Internal projections earlier this year suggested Anthropic might reach $18 billion in annual revenue for all of 2026. The company has already blown past that figure as a run rate before the second quarter has even started. Its own bullish internal forecast called for $55 billion in 2027, a number that, at the current trajectory, no longer sounds like science fiction.
Replying to @AnthropicAI
Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br…
9
27
2
134
14,748
Andreas Penna retweeted
Anthropic revenue (annualized): - January 2025: $1B - May: $3B - June: $4B - August: $5B - October: $7B - December: $8B to $10B -February 2026: $14B -March 2026: $19B -April 2026: $30B (WTF???)
Replying to @AnthropicAI
Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br…
203
428
91
10,191
1,448,586
Holy Cow Anthropic $30 Billion ARR Has it caught OpenAI? Probably
48
71
20
691
82,199
Go Anthropic GO!!
The 30 most in-demand startup secondary shares in Q1 '26 (per Setter Capital): - Anthropic hits #1, bumping out SpaceX as the most desired shares on the list. - Five of the top six companies are big IPO candidates in the next 12-18 months. They've been absorbing a lot of investor interest and capital over the past few quarters, it will be interesting to see what happens as they list. - Prediction markets are still hot! Polymarket and Kalshi are two of the fastest risers. Anything crypto that hasn't rebranded as prediction markets continues softening. - Replit and Shield AI are the two other fastest risers on the list. Lovable and Cursor also move up a few spots. - ElevenLabs debuts at #9, tied (with Shield AI) for the highest ever. OpenEvidence and Saronic also make what I think is their first ever appearance on the list. - Perplexity, Crusoe, and Figure both sliding significantly. Anecdotally feels like I haven't seen them discussed as much recently. One notable data point, the average last round valuation of companies on the list was $120B (up 122% YoY). This compares to the average S&P 500 company valuation of $122B. Insane how big the private markets have gotten.
3
54
Andreas Penna retweeted
🇺🇸Chamath is calling it: Tesla and SpaceX merge after the IPO. 99.999% odds. The logic is simple. They already share robots, fabs, and xAI tech. A merger kills the constant noise about Elon splitting his time. One company. One valuation. One Elon. If it happens, it would be the largest corporate merger in history. Source: @jayplemons @chamath @theallinpod
Indeed, it was *because* I was not from the aerospace industry that SpaceX made such radical breakthroughs. Same for Tesla. Those in the industry would have if they could have.
136
319
29
3,187
576,628
Overnight, on President Trump’s orders, the Department of War commenced OPERATION EPIC FURY — the most lethal, most complex, and most-precision aerial operation in history. The Iranian regime had their chance, yet refused to make a deal — and now they are suffering the consequences. For almost fifty years, Iran has targeted and killed Americans, always seeking the world’s most powerful weapons to further their radical cause. Last night, unlike any previous president, President Trump began dealing with this cancer. We will not tolerate powerful missiles targeting the American people. Those missiles will be destroyed, along with Iran’s missile production. The Iranian navy will be destroyed. And, as President Trump has said his entire life, Iran will never have a nuclear weapon. The United States did not start this conflict, but we will finish it. If you kill or threaten Americans anywhere in the world — as Iran has — then we will hunt you down, and we will kill you. Our warriors are the best in the world, and they are fully unleashed to achieve our objectives. May God’s providence protect them in this vital mission.
15,330
31,030
2,066
178,903
6,780,842
Andreas Penna retweeted
BREAKING NEWS: Ayatollah Khomeini is now eligible to vote as a registered Democrat in the upcoming midterms.
1,356
9,734
656
83,419
1,650,581
Andreas Penna retweeted
Solar is not A source of energy, it is THE source of energy
China installed more than twice as much solar capacity in the first half of 2025 as the rest of the world COMBINED!! Doubling down to solar WooW
7,120
6,636
812
63,469
10,664,791