Jon Ma ✓

@jonbma · Brooklyn, NY · joined 26 Mar 2009

CEO @Artemis | ex @InsightPartners @Whalerock @Publiccomps | Fintech / Software Analyst

16 525Followers

2 858Following

4 708Posts total

1.8MViews on collected posts

Ultimi post

Jon Ma ✓@jonbma6 Sep

@jonbma It's not profit 1.1K views · 5 likes · 0 reposts · 1 replies Open on X →

Jon Ma ✓@jonbma6 Sep

@jonbma @GavinSBaker said the $65bn was the net. Do you disagree? @GavinSBaker thoughts? 4.1K views · 5 likes · 0 reposts · 1 replies Open on X →

Jon Ma ✓@jonbma6 Sep

@jonbma business growing at 10x yoy should trade better than 20x imo 3.1K views · 14 likes · 0 reposts · 1 replies Open on X →

Jon Ma ✓@jonbma6 Sep

HERE'S ANTHROPIC NET ARR: Anthropic Gross ARR reported to be $65B in July '26 and at $10B net new ARR / month you get $85B Q3'26 and $115B Q4'26. If you remove: - Meta ($5B ARR) - Payout to AWS Bedrock / GCP (20-25% API volume assume 20% take rate - 2% of all API volume is http

250.2K views · 587 likes · 66 reposts · 33 replies Open on X →

Jon Ma ✓@jonbma6 Sep

HOT TAKE: unclear IF frontier labs CAN generate 30-40% FCF / EBIT margins like traditional SaaS given AI lab unique margin structure with high R&D / Training costs. Let's be clear, EBTIT (@SemiAnalysis_ forecast 36% in Q2'26) is a good way to measure $ labs can re-invest into 6.5K views · 52 likes · 0 reposts · 16 replies Open on X →

Jon Ma ✓@jonbma6 Sep

Bull Case for Anthropic: Krishna Rao CRUSHES it as the face of IR / finance for Anthropic. Anthropic essence = securing compute, allocating towards high $ per GW models / project and then sharing how $ANTH is able to capture 60% GM moving forward. Core driver of IPO will be 24K views · 82 likes · 4 reposts · 5 replies Open on X →

Jon Ma ✓@jonbma4 Sep

Who wants a full Anthropic model 🙋 3.4K views · 24 likes · 0 reposts · 8 replies Open on X →

Jon Ma ✓@jonbma7 Aug

https://t.co/ID5nkV8lXe 582.1K views · 337 likes · 48 reposts · 64 replies Open on X →

Jon Ma ✓@jonbma16 Apr

@jonbma Congrats buddy 205 views · 1 likes · 0 reposts · 1 replies Open on X →

Jon Ma ✓@jonbma16 Apr

@jonbma @artemis me and all my homies love Jon Ma 742 views · 15 likes · 1 reposts · 1 replies Open on X →

Jon Ma ✓@jonbma16 Apr

Dear Crypto, It took us 4 years to admit the hard truth: tokens don’t make sense and value enabled by blockchains accrues to equities. We built @artemis in 2022 to bring fundamentals to crypto. We succeeded spectacularly. The best liquid token funds use Artemis. However, most h 913.1K views · 627 likes · 40 reposts · 105 replies Open on X →

Jon Ma ✓@jonbma16 Apr

Artemis II here: https://t.co/dsLljC4N7N Full post here: https://t.co/ZOY0iJHSM7 *There are a ton of exceptions of tokens that do makes sense and accrue value like Hyperliquid, Syrup, Aave, Morpho, Pump, Solana, etc. But majority of the tokens don't make sense, frankly. Shout 5.9K views · 38 likes · 1 reposts · 1 replies Open on X →

Rispetto ad account della stessa dimensione

8 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane5 302questo account924mediana per 10K–100K

Copertura, %32.09%questo account3.62%mediana per 10K–100K

Interazione, %0.44%questo account1.52%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	5 302	924	5.74×
Copertura (visualizzazioni ÷ follower)	32.09%	3.62%	8.86×
Tasso di interazione	0.44%	1.52%	0.29×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

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

5.9K16 Apr

913.1K

742

205

582.1K7 Aug

3.4K4 Sep

24K6 Sep

6.5K

250.2K

3.1K

4.1K

1.1K

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

0.68%16 Apr

0.09%

2.29%

0.98%

0.08%7 Aug

0.94%4 Sep

0.38%6 Sep

1.05%

0.28%

0.49%

0.15%

0.53%

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

What the audience does

Likes53.5%1 787 in total

Reposts4.8%160 in total

Replies7.1%237 in total

Quotes2.3%77 in total

Bookmarks32.3%1 078 in total

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

Followers by day

7 Sep

Daily snapshots since 07 Sep 2026; the dashed line is the starting count.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Followers by day

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