This week's dropping some fire on company narrative strategy. You know those 101 billboards everyone's chasing? We're diving deep into bubble mechanics and when to actually care. But here's the real juice: narrative-multiples in the build phase. Think of it like this—companies that nail the AI pivot aren't just adding features, they're strapping on supersonic turbines mid-flight (Boom style). The leverage shifts everything: go-to-market velocity, valuation multiples, even how you frame the entire story. Gonna break down exactly how founders should think about riding vs. creating narrative waves when AI's rewriting the playbook. Stay tuned.
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CryptoSurvivor
· 12-13 16:03
Speaking of AI storytelling, how many companies are truly doing it for real, and how many are just telling stories...
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Riding the wind vs. creating the trend, honestly, it all comes down to who can raise funds faster, who wins
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It's all about valuation multiples and narrative multipliers, but in the end, it's just burning money to achieve it
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That billboard segment at really hit me haha, so many projects rely on this kind of packaging to raise funds
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Turbines are indeed attractive, but I'm worried that once installed, they might explode while flying
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I can tell stories during the construction phase, but the problem is, can the business keep up after the story is told?
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Leverage changes everything... and then, when the wind stops, everyone falls hard
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Now any AI+something can be thrown on top of anything, I'm overwhelmed
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CryptoSourGrape
· 12-11 19:31
It's the same old AI narrative again, I should have listened to you guys... Otherwise, we could have bottomed out that wave.
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ChainWatcher
· 12-11 04:02
It's another AI narrative, but this time there's actually some substance to it. Riding the wind or making the wind, honestly, it all depends on who tells the story better.
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Boom style with turbo, this metaphor is a bit exaggerated haha, but I get what you mean, which is just about how high the valuation can soar.
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The bubble mechanism needs to be listened to carefully. I feel like right now, many projects are hyping AI but lack practical applications.
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The issue of multiples, really profitable ventures are never about the feature itself but how the market hype your story.
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101 billboard... It means everyone is saying the same thing, whoever can tell a differentiated story wins.
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Founders are under quite a bit of pressure now. The AI boom window only lasts a few months of hype, so they need to act quickly.
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Leverage definitely changes everything, but the risk is doubled too, isn't it?
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SandwichDetector
· 12-11 04:02
Here we go again, talking about AI transformation... Can the narrative this time be less exaggerated?
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NotSatoshi
· 12-11 04:02
Haha, it's the same old AI storytelling again. It feels like every founder is just repeating the same story.
The real leverage isn't multiples; it's information asymmetry.
Only those who truly take action will survive this wave. No matter how good your hype is, it’s useless.
Narrative multiples? Better to focus on actually building the product first.
It seems like another round of fundraising story contests is about to begin.
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WinterWarmthCat
· 12-11 03:58
Once again, AI transformation—I'm getting tired of it... But to be fair, the metaphor of "installing turbines in flight" is really brilliant haha
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Narrative multiplier? Basically, it's about blowing bubbles—whoever blows the roundest one wins
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Riding the wind or creating a trend... Man, your question itself is a problem—most are just forced to follow the trend
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I'm interested in the bubble mechanism—when will these things actually burst?
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Is the 101 Billboard a meme? Or are there really so many companies talking about AI stories... I can't be bothered to count
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The narrative multiplier during the construction phase sounds like just using complex words to package a simple thing
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That last line "Stay tuned" killed me—it's just a standard teaser, haha
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Wait, so the core of this week is—how to sell stories for more?
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Supersonic turbine (Boom style)... Your phrasing is getting more and more fancy
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Leverage indeed changes everything, and then bubbles change with it... Can you explain in detail the logic of the burst?
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unrekt.eth
· 12-11 03:55
Ha, it's that AI narrative again. Anyway, I just want to see who can actually get the money in the end.
Riding the wind? Come on, 99% of projects are just creating their own wind.
These days, telling stories makes more money than creating products, honestly.
Good articles are fine, but I'm worried it's just another bubble being packaged as a "paradigm shift."
Alright, I'll wait and see whose multiples can turn tenfold this time.
This week's dropping some fire on company narrative strategy. You know those 101 billboards everyone's chasing? We're diving deep into bubble mechanics and when to actually care. But here's the real juice: narrative-multiples in the build phase. Think of it like this—companies that nail the AI pivot aren't just adding features, they're strapping on supersonic turbines mid-flight (Boom style). The leverage shifts everything: go-to-market velocity, valuation multiples, even how you frame the entire story. Gonna break down exactly how founders should think about riding vs. creating narrative waves when AI's rewriting the playbook. Stay tuned.