21 | Prev. data @artemis | CS @northeastern
Joined August 2025
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Kaviish retweeted
HERE'S THE ANTHROPIC MODEL: Anthropic will go public at $2T in Oct '26 and will be a $1T ARR company and $10T+ company Dec' 2030 as the winner of AI.
Here's how Anthropic gets to $1T ARR in 2030:
- 2026E: $125B ARR +14x YoY w/ 5 GW live
- 2027E: $266B ARR + 114% YoY w/ 10 GW live
- 2028E: $462B ARR +73% YoY w/ 16 GW live
- 2029E: $700B ARR +52% YoY w/ 23 GW live
- 2030E: $1T ARR + 42% YoY w/ 30 GW live
I'm dropping my full Excel model modeling out:
- ARR by business model (e.g Consumer, B2B, Enterprise, API)
- API business broken down by model type (e.g Fable 5.1, Mythos, Opus, Sonnet)
- Training costs and inference cost as a % of revenue
- Gross Margin ($ ARR per MW and Cost of Compute per MW) as well as forecasting GW secured.
- Net ARR (vs Gross ARR reported by trackers) removing marketplace pay out, Meta, Chinese AI labs
- and more
I also share the @artemis thesis for WHY Anthropic is the AWS of AI and winner of AI in the enterprise (and open source and ANT / OpenAI can win)
Get the full model here: artemis.ai/anthropic-thesis
Full Disclosure: I don't have inside information. I took what's publicly available from the July '26 @SemiAnalysis_ model and added my own judgement based on public information and my own world views. I've spent a life time modeling as a former HF and VC analyst. I'll update the model as soon as the S-1 drops.
You don't often see a bunch of independent teams building on top of new infra like they are with ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845
The $FWA burn keeps accelerating 0.2% of total supply was burned just yesterday, and in just ~4 days they've burned 0.47% of the supply
Since buybacks went live ~2 days ago $FWA has already burned 0.2% of its total supply
and this doesn't even account for the 300 ETH of retroactive buybacks that @token_works is doing over the next month
Kaviish retweeted
In 2025, @jonbma and I did something terrifying
We already had 7-figures of ARR and growing
But something didn't feel right
We wanted to do something....crazier
We shared a memo with our team changing the direction of the company
Half of them left
But in July 2026, we onboarded 20+ institutions onto our investment research AI
Below is the memo we shared
Ad astra per aspera 🚀
Since buybacks went live ~2 days ago $FWA has already burned 0.2% of its total supply
and this doesn't even account for the 300 ETH of retroactive buybacks that @token_works is doing over the next month
NEAR is down 60% since jan 2025 while every major onchain metric is accelerating
intents volume: $2M/day to $72M/day in 18 months
fees: up 4x
inflation: cut in half to 2.5%
I think people keep forgetting that over the past few years no L1 has come close to rivaling Solana in usage or in attracting breakout apps
Solana's revenue is twofold. People only talk about half of it, but retail will trade both
Memes: Pumpfun is the memecoin casino, which brings attention and volumes to the chain
Then you have productive assets like MetaDAO, perps onchain , etc
xitter.cf/blknoiz06/status/20702…
Hyperliquid now sits on the complete opposite end from december, price keeps ripping while fees stay flat
makes me wonder if this recent hyperliquid:native rally is somewhat overextended/driven by PURR buys
Kaviish retweeted
Collect the elusive Gengar or holo Charizard on platforms like @Collector_Crypt, @phygitals, @Slabzapp (and many others)
TGC platforms on Solana hold 73% of marketshare so far in June 👀
Kaviish retweeted
Prediction markets hit a record $10.8 billion in weekly trading volume in the week ending June 15 — their biggest week ever. Several big events coincided that contributed to the all-time high: the SpaceX IPO, a U.S.-Iran peace deal, the NBA Finals, the Stanley Cup, and the opening of the World Cup, among them.
A year ago, a typical week on prediction markets ran around half a billion dollars, and even the busiest weeks stayed under $1 billion. That floor has climbed steadily since. It climbed past $1 billion last fall, past $4 billion by winter, and into the $6–7 billion range this spring.
Even a quiet week today dwarfs the biggest week of a year ago.
Solana remains the leading spot venue for SpaceX, and by a wider margin than before
$84M onchain in 24h vs $32M across all CEXs
