Supabase’s $5B Anti-Enterprise Move

What we’ll cover today:

🧩 GTM is changing again and AI is rewriting the rules

⚡ Burry is poking Nvidia and everyone’s watching

🚀 Supabase says no to enterprise and still wins big

📚 A must-watch guide to making viral UGC with AI

AI Is Rewriting GTM 🧩

1. AI lets small teams test messaging and qualify leads much faster than before.

2. Marketing fundamentals still matter because AI cannot fix weak positioning.

3. Startups are using AI to find highly specific customer profiles with better accuracy.

4. Companies now hire for curiosity and technical comfort instead of narrow specialties.

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Burry Takes Aim at Nvidia ⚡

1. Michael Burry is betting over one billion dollars that Nvidia and Palantir will fall.

2. He argues that AI demand is inflated and boosted by questionable accounting.

3. Nvidia replied with a long memo, which means his criticism is being taken seriously.

4. If enough investors believe him, the market could trigger its own confidence shock.

Supabase’s Focus Wins Again 🚀

1. Supabase raised at a five billion dollar valuation during the vibe coding boom.

2. The CEO is turning down big enterprise deals to keep product direction clean.

3. The company is winning by focusing only on developers who build quickly.

4. Investors see developer infrastructure as a strong bet in the AI era.

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