companies · creators · receipts
Descriptive creator-sentiment only. Review-pending. Not investment advice.
Creator moments across 110 tracked companies. Quote-backed, audited, review-pending. Timestamp links where transcript offsets exist. Not market-wide coverage.
rule72 tracks a hand-curated universe of 110 companies — the companies it understands today, built from attributed creator evidence. This is not market-wide coverage. 84 of them carry grounded creator evidence in the current dataset.
Beyond it, 98 more companies surface in creator transcripts but aren’t tracked yet — what rule72 may understand next. Discovery is not coverage: a candidate becomes tracked only after an operator-gated review. See discovered candidates →
4 clips · Wall Street Millennial · posture / timestamp refine this page (4 of 13)
Watch video ↗No timestamp available in this export.While that's not a huge growth rate, it's not bad when you consider how large and mature the company already is. There is zero evidence that enterprises are vibe coding their own CRM solutions and canceling their Salesforce subscriptions... Customers are probably waiting for the
— Wall Street Millennial
Alphabet understands that the surging demand for AI tokens is probably not sustainable. But if that's the case, why are they still spending so much on AI data centers? ... I think at some level Sundar Pachai and Alphabet senior leadership do understand that the current AI spendin
— Wall Street Millennial, at 13:33
Overall, it's a good thing that we're finally starting to see some real alternatives to Nvidia. More competition should eat away at Nvidia's monopoly pricing power and eventually bring down the cost of AI compute for everyone.
— Wall Street Millennial, at 16:38
Watch video ↗No timestamp available in this export.What makes Karp's narrative so compelling is that there is some truth behind it. Palanteer's business is indeed doing very well and they are one of the few large software companies to successfully integrate AI. Under normal circumstances, such a company would already have a rich
— Wall Street Millennial
