Kingsley Advani

@kadvani

Miami, USA

Joined January 2007

Kingsley Advani
@kadvani
6h
lovable confirmed $400m at $13.3b yesterday. it was $6.6b in december. $500m of annualized revenue as of june. the round leaked in july and most people treated it as noise. eight months, 2x, on revenue that can be checked. the leak was the least interesting thing about it.
Kingsley Advani
@kadvani
11h
half this app is arguing about whether private markets are overvalued. the other half cannot get allocation. those are the same people.
Kingsley Advani
@kadvani
Aug 13
Anduril's official comment on its own rumoured $100b valuation was that anyone claiming to know the terms is "speculating or misinformed." meanwhile the first YFQ-44A rolled off the line four months after the factory opened. I would like this energy adopted industry-wide.
Kingsley Advani
@kadvani
Aug 13
the private market index is up 96.8% over twelve months. the part of the market you're actually allowed to buy did somewhat less than that.
Kingsley Advani
@kadvani
Aug 13
Billiontoone reported q2 revenue up 64%, net income of $8.1m, a 70.5% gross margin. the stock fell about a third in a week, most of it in one session on august 6. The offence was reiterating full-year guidance instead of raising it. the implied second half is 29-38% growth