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The Compound and Friends: Eric Jackson and the Search for the Next 100 Bagger
Michael Batnick
November 07, 2025
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The Compound and Friends:
On today’s show, we discuss:
Charts:
Tweets/Bluesky:
You stole a non-profit
— Elon Musk (@elonmusk)
1:13 PM • Nov 1, 2025
Sam breaks people’s brains, just like Elon
It’s a thin line between grifter and visionary, and creating true believers to harvest their capital requires rhetoric that makes non-believers recoil
Elon hates Sam not just b/c he stole his company, but his whole his playbook
— BuccoCapital Bloke (@buccocapital)
9:51 PM • Nov 1, 2025
I would like to clarify a few things.
First, the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers, and that taxpayers should not bail out companies that make bad business decisions or
— Sam Altman (@sama)
7:21 PM • Nov 6, 2025
People reading too much into Sam being feisty. I love that about him & in our founders. We laughed about it after. If you listen to his words - here is what is said: (1) alot more than $13 B revs in 2025, (2) $100 B revs sooner than people expect, (3) spending commitments
— Brad Gerstner (@altcap)
12:54 AM • Nov 2, 2025
Eric Jackson:
Twitter: https://x.com/ericjackson?lang=en
Instagram: @ericjackson
TikTok: @ericmjackson
The $OPEN PARTY Is Just Beginning feat @ericjackson@rabois@shrisha@APompliano@Drake@carriecwheeler@AshtonJeanty2
— OPEN AMERICA 🫡 (@openamerica82)
2:28 PM • Aug 26, 2025
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