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

Последние посты

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 →

На фоне аккаунтов своего размера

9 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры1 212этот аккаунт924медиана для 10K–100K

Охват, %7.17%этот аккаунт3.62%медиана для 10K–100K

Вовлечённость, %0.28%этот аккаунт1.52%медиана для 10K–100K

Показатель	Этот аккаунт	Медиана для 10K–100K	Отношение
Медианные просмотры на пост	1 212	924	1.31×
Охват (просмотры ÷ подписчики)	7.17%	3.62%	1.98×
Вовлечённость	0.28%	1.52%	0.18×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

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

550.9K14 Sep

2.7K

1.4K

1.1K

970

2.2K

1.2K

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.07%14 Sep

0.53%

0.21%

0.39%

0.56%

0.31%

0.28%

0.25%

0.00%

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

What the audience does

Likes45.7%298 in total

Reposts4.3%28 in total

Replies6.4%42 in total

Quotes8.6%56 in total

Bookmarks35.0%228 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.

Frequently asked questions about @LeoYe_AI

How many followers does @LeoYe_AI have?

16 892 followers.

How many posts has @LeoYe_AI published?

2 767 posts.

How do posts by @LeoYe_AI perform?

Collected posts: 9. Views: 561 504. Likes: 298.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Похожие аккаунты

Frequently asked questions about @LeoYe_AI