According to @balajis, the widely shared quartile chart suggesting many AI companies can reach 100 million ARR in about three and a half years is an extrapolation from growth rate buckets rather than an empirical cohort of roughly one thousand startups, which changes how investors should interpret the distribution of outcomes, source: @balajis on X, Sep 23, 2025. According to @balajis, a true cohort that includes the many AI startups that never reach one million ARR would show that achieving 100 million ARR in three and a half years remains exceptional and is likely in the top five to top one percent depending on how an AI startup is defined, source: @balajis on X, Sep 23, 2025. According to @balajis, he points to Midjourney and Cursor as examples on this trajectory and notes that Replit and OpenAI would not fit the three year window because they were founded earlier, source: @balajis on X, Sep 23, 2025. According to @balajis, reaching 72 million ARR in five years with strongly positive margins is also a phenomenal outcome and should not be treated as ordinary, source: @balajis on X, Sep 23, 2025. According to @balajis, traders in AI themed equities and tokens should treat extrapolated quartiles as aggressive scenarios rather than base cases, adjust screening and valuation frameworks for survivorship bias, and avoid assuming a 100 million in three and a half years ramp without high outlier probabilities, source: @balajis on X, Sep 23, 2025.

According to @DeepLearningAI, Berlin’s Dor Brothers used Midjourney and Stable Diffusion for storyboards and employed Runway Gen-4 and Google Veo 3 to produce clips for The Drill, which has 16 million views, source: @DeepLearningAI on X, Aug 19, 2025. According to @DeepLearningAI, Genre AI produced a Kalshi advertisement for under $2,000, source: @DeepLearningAI on X, Aug 19, 2025. According to @DeepLearningAI, the post explicitly names Alphabet via Google Veo 3 and Netflix, both publicly traded under tickers GOOGL and NFLX, source: @DeepLearningAI on X, Aug 19, 2025. According to @DeepLearningAI, no cryptocurrencies are mentioned in the post, source: @DeepLearningAI on X, Aug 19, 2025.

According to @TO, decentralized communities empowered by new AI creation tools could produce the next breakout IP, re-centering attention on NFT-based IP models and licensing as potential value capture mechanisms for creators and collectors (source: @TO on X, Aug 13, 2025). The post cites tools such as ChatGPT-5, Midjourney 6, VEO3, and Sora Video as enablers, implying that broader creator adoption may increase demand for NFTs tied to community-owned brands and interoperable assets (source: @TO on X). For traders, key metrics to monitor include 7–30 day NFT marketplace volumes, floor-price momentum on top collections, secondary sales velocity, and announcements of AI-driven content pipelines or IP licensing from NFT projects as potential liquidity catalysts (source: @TO on X). Watch for governance updates and creator tooling integrations that lower production costs, which can accelerate content frequency and community engagement, often preceding volume spikes in NFTs tied to the emerging IP (source: @TO on X). No specific tokens or immediate price action were reported; treat this as a thematic catalyst watch and require on-chain confirmation before positioning (source: @TO on X).