SanDisk stock up ~3,000% in 2 years
SanDisk stock rose approximately 3,000% in the past two years, which Levie noted as a missed investment opportunity given Box's supplier relationship.
Snapshot · My First Million
I dropped out of college and built a $3.6B company from scratch
Explore episode
Jul 2, 2026
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Standing army vs. moving parade
David Ogilvy's advertising insight — that you think you're advertising to a standing army but actually to a moving parade — applies broadly: others observe you far less than you observe yourself.
34 years at Intel
Pat Gelsinger joined Intel at age 18 and spent 34 years there, growing up under mentors Andy Grove, Gordon Moore, and Bob Noyce.
Intel gave $100B to shareholders
In the 5–6 years before Gelsinger returned as CEO, Intel returned $100 billion to shareholders via dividends and buybacks instead of investing in new factories or technology.
TSMC producing 5x Intel's wafers
When Gelsinger returned to Intel in 2021, TSMC was already producing 5 times the wafer volume of Intel, and now the ratio has grown to 7-to-1.
Lovable hit $500M ARR in May 2026
Lovable reached $500 million in annualized revenue by May 2026, just 20 months after launch, growing by roughly $100M every 6 months.
One company replaced 10+ tools with Lovable
A company called Narsa replaced more than 10 internal tools with bespoke Lovable-built applications, saving over $1 million per year in software costs.
60% of Lovable lowest-tier users top up
Approximately 60% of Lovable's lowest-tier subscribers hit their usage caps and pay extra top-up fees, indicating high addictiveness and ROI for users.
Iran Strait: 25% of world energy supply
The Strait of Hormuz accounts for approximately 25% of the world's energy supply, making its closure a potential global energy crisis.
Iran: 20M barrels/day from Strait post-MOU
Within the first week after the US-Iran MOU was signed, 20 million barrels per day of oil began flowing through the Strait of Hormuz — matching pre-war levels.
