Paul Bonnet ✓

@PaulBonnet · London, England · joined 10 Nov 2024

GP @20VCfund. Obsessed with investing. 2x Father. Investor in: @SolveIntel @ClickHouseDB @FireworksAI_HQ @FuseEnergy @Rivanindustries @airwallex and more

16 157Followers

738Following

1 340Posts total

1.4MViews on collected posts

Latest posts

Paul Bonnet ✓@PaulBonnet4 Sep

102 Neolabs. $70bn raised. $320bn combined valuation. Less than $1bn of revenue. What the Great Neolab Trade actually implies: https://t.co/YivGy7X5In 82.7K views · 253 likes · 31 reposts · 16 replies Open on X →

Paul Bonnet ✓@PaulBonnet31 Aug

Random thoughts but something I find fascinating and may just be starting: GPU shortage is leading to a layman’s silicon shortage (ram / chips humans use daily), as agents downstream needs are exactly the same as humans: not just for RL on computer use, but also for virtual 5.3K views · 51 likes · 4 reposts · 3 replies Open on X →

Paul Bonnet ✓@PaulBonnet29 Aug

The most interesting thing you likely missed today: In the OpenAI feud with @cursor_ai: @mntruell, co-Founder of Cursor said OpenAI was ~5% of their traffic. A remarkably low share. And very similar to OpenAI’s weekly token share on @OpenRouter (9% MtD / 8% this week). https:// 15.7K views · 36 likes · 4 reposts · 20 replies Open on X →

Paul Bonnet ✓@PaulBonnet27 Aug

Wanted to complete upon further investigation: Seed was led by @conwayronny at @ACapitalLP. He kept doubling down in the following rounds. Congrats Ronny! 23K views · 78 likes · 3 reposts · 1 replies Open on X →

Paul Bonnet ✓@PaulBonnet27 Aug

@paulbonnet https://t.co/w3aBri0rvr 9.1K views · 39 likes · 0 reposts · 3 replies Open on X →

Paul Bonnet ✓@PaulBonnet27 Aug

Nvidia acquires Hugging Face for ~$12.9bn. But who gets the 💰? My usual breakdown below 👇 *Investors are sharing ~$7.3bn of profits on <$400m invested. A cool ~20x blended.* *1) The single biggest winner here? Lux Capital.* 👑 Lux is taking the crown for the most $ returned htt 744.8K views · 1.9K likes · 213 reposts · 69 replies Open on X →

Paul Bonnet ✓@PaulBonnet26 Aug

OpenRouter's four-week token growth is on track to print +24% w/w - running at 2x the trend line, and a 12-month high. I'll be interested to see if this is (1) Ox Alpha one-off, (2) Stripe deal halo effect, or (3) sustained acceleration due to generalisation of agentic demand. h 4.5K views · 35 likes · 4 reposts · 3 replies Open on X →

Paul Bonnet ✓@PaulBonnet25 Aug

So I met Aaron today (@ceo_clickhouse) at @FulhamFC’s Craven Cottage. Now I know what a teenage girl feels like getting a backstage pass at a Taylor Swift concert. Total legend by the way. https://t.co/bpmxO5xjSm 6.2K views · 56 likes · 0 reposts · 6 replies Open on X →

Paul Bonnet ✓@PaulBonnet24 Aug

@paulbonnet in storage, the "ore" is capacity already deployed across independent operators 902 views · 8 likes · 0 reposts · 1 replies Open on X →

Paul Bonnet ✓@PaulBonnet24 Aug

@paulbonnet The strongest point here is that falling prices and a growing market are not opposites. If cheaper tokens keep creating entirely new categories of demand, the glut may actually be the feature. 1.2K views · 6 likes · 0 reposts · 1 replies Open on X →

Paul Bonnet ✓@PaulBonnet24 Aug

@paulbonnet "Nobody reads the reasoning tokens" is measurable. Reasoning is now 50.6% of everything we route, an all time high, and not one of those tokens has a human reader. The consumer stopped being a person. 1.2K views · 8 likes · 0 reposts · 1 replies Open on X →

Paul Bonnet ✓@PaulBonnet24 Aug

In 1852 aluminium cost twice as much as gold. Then the price fell over 99.9%. Yet it built one of the largest materials markets on earth. What it says about AI tokens: https://t.co/5Y04wrz8mj 455.9K views · 912 likes · 127 reposts · 57 replies Open on X →

Against accounts of the same size

12 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views7 685this account924median for 10K–100K

Reach, %47.56%this account3.62%median for 10K–100K

Engagement, %0.51%this account1.52%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	7 685	924	8.32×
Reach (views ÷ followers)	47.56%	3.62%	13.1×
Engagement rate	0.51%	1.52%	0.34×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

455.9K24 Aug

1.2K

902

6.2K25 Aug

4.5K26 Aug

744.8K27 Aug

9.1K

23K

15.7K29 Aug

5.3K31 Aug

82.7K4 Sep

Last 12 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.25%24 Aug

0.76%

0.57%

1.00%

0.99%25 Aug

0.96%26 Aug

0.30%27 Aug

0.46%

0.36%

0.40%29 Aug

1.10%31 Aug

0.37%4 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes40.0%3 385 in total

Reposts4.6%386 in total

Replies2.1%181 in total

Quotes1.7%143 in total

Bookmarks51.5%4 357 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

Against accounts of the same size

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Similar accounts