App Economy Insights @EconomyApp
• App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 100,000+ read my newsletter How They Make Money linktr.ee/appeconomyinsi… My free newsletter → Joined April 2020-
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Roblox has 72 MILLION users. 👀 Yet, $RBLX is still misunderstood. ▶️ More like YouTube or Fortnite? We reveal: 📈 THE growth metric 🤯 Mind-blowing user facts 🔍 One misleading financial metric 🧑💻 The secret driving the ecosystem Full video ⬇️ youtube.com/watch?v=O4Nrxf…
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Another big week ahead! What are you watching? • Monday: $DPZ, $PARA, $SOFI. • Tuesday: $AMD, $AMZN, $PYPL. • Wednesday: $QCOM, $MA, $PAYC. • Thursday: $AAPL, $COIN, $NVO, $SQ.
Our review of $META's Q1 FY24 is out! Videos make up 60% of the time spent on Instagram and Facebook. 👀 🤖 Meta AI 🤳 TikTok bill 🥽 Horizon OS 🧵 Threads update 📊 Financials visualized 👨👩👧👦 Users and ARPP trends appeconomyinsights.com/p/meta-the-ant…
App Economy Insights retweeted
Rubrik just filed for an IPO. $RBRK Backed by Microsoft $MSFT in 2021. • Subscription ARR +47% Y/Y to $784M. • 1,742 Customers > $100K ARR. • 99 Customers > $1M. • DBNR 133%. I spent hours reviewing the S-1 so you don't have to. appeconomyinsights.com/p/rubrik-ipo-k…
$SNOW Snowflake launches Artic, a new LLM. A breakthrough in efficient Enterprise AI? 🤖 Excels in SQL generation & coding, even with a modest training budget. 🔓 Apache 2.0 license offers unprecedented access to weights, code, & research data. 🏷️ Could lower the cost barrier…
🚖 Tesla Robotaxi: Uber meets Airbnb In our latest deep dive: 📊 Q1 FY24 visualized 📉 Gross margin trends 🤖 Optimus is not alone 🚘 $TSLA vs. BYD deliveries 🚖 Robotaxi strategy & business model appeconomyinsights.com/p/tesla-robota…
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Susan Li @SusanLiTV
56K Followers 5K Following Anchor | Correspondent 📺 : Fox Business, CNBC & Bloomberg TV 🏡: NYC 🇺🇸Hong Kong 🇭🇰 Toronto 🇨🇦 London 🇬🇧 🎦YouTube: SusanLiTV
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76K Followers 16K Following startups | markets | tech | hosted by @jason
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Adam Sarhan @adamsarhan
24K Followers 5K Following $1 grew to over $17 in my retirement acct. Interviewed ~$400B AUM & dozens of CEOs on my https://t.co/X4QZWOpJF9 Show. Author #1 Best Selling #PABook.
Bret Taylor @btaylor
139K Followers 2K Following Co-Founder @SierraPlatform. Board @OpenAI @Shopify.
Anish K. Mitra @anishkmitra
7K Followers 718 Following -Comedy, Finance, and Analysis. -10Y on Wall St. (Barclays, Goldman Sachs) -Brown University (Economics). -Queens, NY (forever). Subscribe!👇
Kyle Harrison @kwharrison13
17K Followers 827 Following Investor. // Building @contrary, @Contrary_Res // Former Index, Coatue, TCV // Husband, Father, Christian @ch_jesuschrist
Mitch Lasky @mitchlasky
15K Followers 501 Following Partner @Benchmark, 5X Midas List, startup CEO, public CEO, Board @Discord @thatgamecompany (ex @Snap, @riotgames) Owner/Director @LAFC; Co-host @gamecraftpod
George Kurtz @George_Kurtz
17K Followers 467 Following President & CEO CrowdStrike, Former CEO of Foundstone, Former CTO of McAfee, and author of Hacking Exposed
natasha mascarenhas @nmasc_
49K Followers 5K Following venture capital and startups reporter @theinformation. all about numbers, nuance and new coffee shops. send me tips and scoops on Signal at 925 271 0912!
This is an investment advice ! Please follow these accounts to improve your vision and yourself in investment world: In English: @EconomyApp @Luckshuryy @Jake__Wujastyk @scoutquest @spectatorindex @YourCFOGuy In Turkish: @ilkerpr @EfloudTheSurfer @SistemStatera
This is gold
🏎️ How F1 Makes Money
@EconomyApp Where have you been this long? I should have found this channel
🏎️ Formula 1 Economics, by @EconomyApp open.substack.com/pub/appeconomy…
appeconomyinsights.com/?r=37ng8r @EconomyApp superbe travail !
@EconomyApp Only future years should be reported!
@EconomyApp Can I request companies? Going to sign up because I love these. They are great
@danielnewmanUV @EconomyApp Agree. Easy to digest. Kudos to the @EconomyApp team.
My favorite Earnings graphics are always these from @EconomyApp Easy to digest 💪🏻🙏🏻 Here is a snapshot of $NVDA Q4
@H4_immigrant @EconomyApp It is correct. You are missing the fiscal year part. Nvidia's 2024 fiscal year ran from January 2023 to January 2024.
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