Leo Ye ✓

@LeoYe_AI

Founder & CEO of Cubo - https://t.co/aeEjk7PAqu (Top 1 AI Newsletter) | https://t.co/IU9WDvsZ57 (The Agency behind 150 AI companies) | https://t.co/79d4OtLolL (The #1 Agent Cloud)

16 892Followers

2 967Following

2 767Posts total

561.5KViews on collected posts

Derniers posts

Leo Ye ✓@LeoYe_AI14 Sep

@LeoYe_AI High growth, high cash burn, unproven churn, high competition, priced on optimism. 14 views · 0 likes · 0 reposts · 0 replies Open on X →

Leo Ye ✓@LeoYe_AI14 Sep

@LeoYe_AI We actually went deeper on this here: https://t.co/ywfJG3xjuO 1.2K views · 1 likes · 1 reposts · 1 replies Open on X →

Leo Ye ✓@LeoYe_AI14 Sep

Bending Spoons just got called out as nothing like private equity today. Here's what you need to know. Founder David Senra shared why comparing Bending Spoons to PE firms misses the point. The Milan company was started in 2013 by four Italians who chose to buy struggling https:/

2.2K views · 3 likes · 0 reposts · 0 replies Open on X →

Leo Ye ✓@LeoYe_AI14 Sep

Most software acquirers buy growth. Bending Spoons buys maturity: products with users, churn and a cost base — Evernote, WeTransfer, Vimeo, AOL, Miro — and never sells them. A company built on buying what others stopped believing in. Now worth $23.8B. 970 views · 2 likes · 0 reposts · 1 replies Open on X →

Leo Ye ✓@LeoYe_AI14 Sep

Scale: revenue $387M (2023), $671M (2024), $1,306M (2025), $2.04B TTM. 2,187 employees, or $2.57M of revenue each — Constellation Software, the closest analogue, does $399K. Gross margin 66%, operating margin ~21%. This is an industrial process, not a portfolio. 1.1K views · 5 likes · 0 reposts · 1 replies Open on X →

Leo Ye ✓@LeoYe_AI14 Sep

Listed on Nasdaq in July at $29; day one closed at $40.50. Market cap $23.8B, a third below the high. But organic growth was 3% last quarter against 126% headline. The machine buys its growth. Whether it compounds it is the next three years. https://t.co/qZkNcKamOH 1K views · 3 likes · 0 reposts · 1 replies Open on X →

Leo Ye ✓@LeoYe_AI14 Sep

The shopping list is the story: Evernote (2023), Meetup, StreamYard, Issuu, WeTransfer (2024), Brightcove, Komoot, MileIQ, Vimeo, AOL (2025), Eventbrite, Tractive, Airtable, and now Miro (2026). Fifty-plus deals, $100M to $1.4B each. Nothing has ever been resold. https://t.co/Bg

1.4K views · 2 likes · 0 reposts · 1 replies Open on X →

Leo Ye ✓@LeoYe_AI14 Sep

The doctrine, in their own terms. Only buy an asset that can clear a 65% levered IRR hurdle (25% unlevered). Rebuild it on their own platform. Never sell, because permanent capital frees you from exit timing. In practice that means buying mature software, not promising software. 2.7K views · 10 likes · 1 reposts · 3 replies Open on X →

Leo Ye ✓@LeoYe_AI14 Sep

Milan, 2013. Four Italians start an app studio when the standard plan was build fast, raise and flip. They chose the opposite: buy what others had given up on, fix the economics, hold forever. 22 sections on this company, every figure traced to filings: https://t.co/qZkNcKamOH

550.9K views · 272 likes · 26 reposts · 34 replies Open on X →

Face aux comptes de taille comparable

9 posts des 90 derniers jours, à côté de la tranche de 10K–100K abonnés. diffusé largement, mais peu de ces spectateurs réagissent.

Vues médianes1 212ce compte924médiane pour 10K–100K

Portée, %7.17%ce compte3.62%médiane pour 10K–100K

Engagement, %0.28%ce compte1.52%médiane pour 10K–100K

Indicateur	Ce compte	Médiane pour 10K–100K	Rapport
Vues médianes par post	1 212	924	1.31×
Portée (vues ÷ abonnés)	7.17%	3.62%	1.98×
Taux d'engagement	0.28%	1.52%	0.18×

Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →

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.