Lorenzo2cents
Lorenzo BastianelliStarted in 2024, 65% CAGR, from $50K to $1M, one deep dive at a time! \ud83d\ude80 I share my top picks on the path to financial freedom.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 72 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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lorenzo2cents.comLatest Issues
Hims Is an AI Company - Few Got It
The title of my last Hims update was simple: I’m calling the bottom.
I think that call was right.
Q1 revenue grew only 4% year over year, gross margin compressed, and GAAP net income flipped to a loss. The quarter that Hims just reported...
Nebius: The World’s Biggest Factory Will Produce Tokens
The most important line from Nebius’ Q1 2026 update was not only revenue growth. It was the shape of demand.
Marc Boroditsky, CRO at Nebius, put it clearly:
The referenced pipeline growth of 3.5x a quarter, which -- 3.5x quarter-over-qu...
Duolingo: The Owl Has a Distribution Problem
Duolingo is probably the best consumer education product in the world.
I still believe that.
The app is getting better. Speaking practice is becoming more central. AI is helping them create content at a speed that would have been impossib...
Lemonade: the Vertical Ontology of Insurance
Models are moving fast, open models are getting better, and inference will keep getting cheaper over time. If every company can access good-enough intelligence, then intelligence itself becomes less scarce.
So what becomes scarce?
The dom...
$ZETA is the Marketing Vertical Ontology
Walled gardens are taking ad spend. My thesis: Zeta ($ZETA) becomes the “commission” layer that boosts ROAS via identity + orchestration (incl. Meta ID match).
AI is pushing the cost of making things down.
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On a journey from $50K to $1M through multibagger investments. Freedom maximalist. Relentless seeker of reality.
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