Waste Management Consultant. investor📈. Insights into fight sports, sports business and finance

North Caldwell, New Jersey
Joined January 2019
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FrontRowBrian™ 🇺🇸 ₿ retweeted
On the Alexander Volkanovski vs. Movsar Evloev Rewatch: Volk may have started winning this fight long before the walk. He played buddy buddy with Evloev since before the bout was announced. Evloev thought he was getting into a martial arts competition with a respected opponent. Volk went in like it was a life or death cage fight with millions on the line. Volk’s mental game was a major factor. As always, Volk’s jab was big. Stiff jab, off-time jab, 1-2, delayed 1-2. Its an underrated part of his game that branches off into the rest of his offense. Evloev actually did a good job of chaining punches to the end of his wrestling sequences. The best shots he landed came after Volk disengaged from wrestling. This is a new wrinkle to his game that’ll be a real difference maker for him moving forward. Once Volk heard the ten second clapper, he immediately reared up to land optically big shots to make Marc Goddard step in. Evloev looked mentally and physically spent in that moment and less experienced fighters may not have added all the elements of timing, geography and opponent’s mental state in real time. Guys, Volkanovski is 38-years-old and he just stopped an undefeated Russian in his physical prime. Top of arguably the deepest weight class in MMA. He stays active, great to the fans and makes a mean Volkano Beef Burger. Short, bald men unite around your king.
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FrontRowBrian™ 🇺🇸 ₿ retweeted
Roman Reigns takes on Sami Zayn for the WWE Crown Jewel Championship at RiyadhSeason 🔥🏆 November 7 🗓️ Riyadh Season Stadium – KAFD 📍 Book your ticket now 🎟️ webook.com/en/sa/ruh/sports-…
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian2h
No one gets out of this world alive. People like you got the world shutdown for like 2 years.
How can WWE officials watch footage like this and decide, yes let's move forward with Crown Jewel in two weeks? Highly irresponsible. Who cares about the money, they can reschedule. If I'm a WWE performer, especially one with a family, I'm staying home.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian3h
Bruh @davidellison — get this loser off your airwaves ffs.
Lmaoo CNN got lesbian puke Thomas on today @FrontRowBrian
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FrontRowBrian™ 🇺🇸 ₿ retweeted
FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrianOct 25
People keep asking why @Zuffa_Boxing hasn't run a US show since July outside of Garcia vs. Benn. It's a budget question. Garcia-Benn was expensive. Purses were reportedly ~$30M combined, and Zuffa had to co-promote with Golden Boy to get Garcia. That's one event eating a budget that normally covers 4–5 shows. And it's not a PPV. There's no fight-night windfall to pay it back, so the cost gets earned back over time as lifetime value of the subscriber matures. Scheduling is the other constraint. Paramount doesn't want Sunday shows against the NFL, and doesn't want boxing head to head with UFC on Saturdays except in rare spots like Garcia-Benn. The UK shows exist to service the Sky Sports deal. They aren't built for a US audience. Next up: 2 Riyadh events in November. That's a heavy schedule for a promoter in its first full year, with strong distribution in both the US and UK. 2027 is the big year. Expect large investors to want into the $TKO - Saudi JV. And before the Low IQ’s say it — GARCIA V BENN WAS A ZUFFA BOXING EVENT. RING IS TURKI WHO IS SELA WHO IS ZUFFA WHO IS TKO.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian4h
Direct exposure to TKO? Not much. ~199K shares, ~0.1%.
Effective exposure? Depends on how much of WME Group he owns. WME Group owns ~64% of TKO. Ari rolled ~$290M into the ~$13B Endeavor take-private, so call it ~2% of WME. 2% × 64% ≈ 1.4% look-through, ~1.5% all-in. Vince (~3.4%) is still bigger. You're right on that part.
Replying to @FrontRowBrian
how much does ari own of tko? probably under 1%. i'm sure vince is a bigger shareholder than him.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian4h
Replying to @mayah_890
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian4h
Yes.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian4h
Apollo is buying ~10% of Mubadala Capital, the asset mgmt arm of Abu Dhabi's Mubadala. Parent Mubadala owns a minority stake in Silver Lake and co-invested in its Endeavor take-private. Silver Lake controls WME Group (ex-Endeavor), which owns ~62% of $TKO.
BREAKING: Apollo will buy a nearly 10% stake in Mubadala Capital, the alternative asset manager subsidiary of Abu Dhabi’s sovereign wealth fund. Mubadala manages $755 billion of assets.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian4h
Danis never accomplished much at the black belt level. He was a decent brown belt.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian4h
Claude only launched in March 2023. From zero to $70 billion annual recurring revenue in less than 4 years.
It has been a popular narrative to suggest that Anthropic was a cash burning machine but based on its S-1 its cash raised (~$141 billion) less its current cash and equivalents ($131 billion) means it has only burned about $10 billion while growing from hundreds of millions in revenue in 2024 to nearly $100 billion run rate exiting 2026.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian4h
Replying to @edzitron
@edzitron you’re awfully quiet.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian4h
But @edzitron said they were selling $20 bills for 20 cents.
Anthropic $ANT quarterly revenue and operating income:
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian4h
Replying to @UberSmitty
He would walk around Bellator like he was Jon jones. It was laughable. He was cosplaying being an MMA superstar at 0-0.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian5h
A publicist is not a technologists and definitely not an accountant either. Complete fuckin moron.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian6h
Replying to @ConsensusGurus
that's not actual cash. obviously.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian6h
Replying to @EliStrawmaning
Fortune 500 enterprises- AIG, Bristol Myers Squibb Companies building their products on Claude- Salesforce, Legora (legal AI) Research institutions- Garvan Institute, Gladstone Institutes, UCSF Government- NASA (used Claude Code to plan a Mars Perseverance rover drive). Government agencies overall are only about 1% of revenue. Distribution partners (sell Claude to others; not customers)- AWS, Google Cloud, Azure, Accenture, Deloitte, KPMG, PwC, Snowflake. These aren't the largest customers. Those are anonymized. But these were the organizations listed in the S-1.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian6h
Two especially important outside owners are: Amazon — holds a major nonvoting economic interest. Its convertible-note arrangement includes a 12% capitalization ownership cap, which Amazon may waive. Approximately $6.2 billion of Amazon rollover-note principal remained outstanding as of June 30, potentially convertible into roughly 1.84 billion Class N shares before applying the cap. Alphabet / Google — also owns more than 5% of Anthropic's capital after the contemplated conversions. Its 2026 financing agreement has a 14.99% ownership cap, subject to Google waiving that limitation.
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian6h
Anthropic's structure-
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FrontRowBrian™ 🇺🇸 ₿
@FrontRowBrian6h
Q2 2026: Anthropic reported $974 million of positive GAAP operating income, representing an operating margin of approximately 8.4%. This was the company's first profitable quarter at the operating level within the quarterly figures presented.
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