Snapshot · All-In with Chamath, Jason, Sacks & Friedberg
Gavin Baker recalled that when he was at Fidelity, he priced Uber at $14 billion in an early round and was pilloried in the press; the round ultimately closed at $17 billion.
Where this was said
At 1:33:26 · chapter starts 1:24:42
Gavin Baker values Anthropic at $3T [1] — Gavin Baker "Gavin Baker believes Anthropic would trade at $3 trillion as a public company, with revenue on track to hit well over $100 billion by year …" 1:27:48 . SpaceX lockup fear may be overstated as employees bought on IPO. Cerebras breaks deal price triggering systematic sell-off [2] — Gavin Baker "When Cerebras broke IPO deal price, giant fund managers with an ironclad rule to sell regardless of fundamentals triggered a doom loop. Sho…" 1:29:25 — Gavin advises always price IPOs to never break deal price.
Gavin Baker believes Anthropic would trade at $3 trillion as a public company, with revenue on track to hit well over $100 billion by year end. The market can absorb this because it's simply a shift from private to public — and the float will only ever be a small slice of those totals.
Gavin Baker stated his belief that Anthropic would trade at approximately $3 trillion as a public company, with revenue projected well over $100 billion by year end.
Cerebras stock broke below its IPO deal price within two days of its first earnings report as a public company, triggering systematic selling by funds that exit any stock that breaks deal price.
When Cerebras broke IPO deal price, giant fund managers with an ironclad rule to sell regardless of fundamentals triggered a doom loop. Shorts pile in to push a stock through deal price, price-insensitive sellers dump, and the stock goes far lower than any rational valuation would suggest. The lesson: price your IPO so you never get there.
Sam built Algrow from zero to $14,000 in monthly revenue within just six months of shipping his first MVP.
Algrow reached over 10,000 users in roughly six months, driven almost entirely by organic Discord community growth.
Sam acquired his first 400 users entirely through Discord communities, without paid advertising or traditional outreach.
Algrow added exactly 480 new paying customers in its most recent month, demonstrating strong ongoing growth.
Sam's Stripe dashboard showed over £10,000 in revenue in the last four weeks, equivalent to roughly $13,000–$14,000 USD.
Sam gave all early users free access so they could show the tool to friends, turning them into live demos and advocates who helped the product spread virally.
By silently screen-sharing his tool in Discord voice chats rather than posting links, Sam attracted curiosity without violating no-self-promo server rules.
Before building Algrow, Sam and two friends made over $10,000 in revenue through affiliate marketing for RizzApp by posting faceless texting story content.
Bhanu grew SiteGPT to $13,000 monthly recurring revenue entirely through organic channels, spending nothing on paid marketing.
We use essential and analytics cookies to run Vuci. To understand how the site is used: Privacy Policy.
Install Vuci on your phone
Add it to your home screen for a faster, app-like experience.
Install Vuci on your phone
Tap the Share button, then “Add to Home Screen”.
A new version is available
Reload to get the latest Vuci.