🧠📈 $NBIS and the scale of wh-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Ethan 港美澳实盘

🧠📈 $NBIS and the scale of what Arkady is building — the comparison people are missing

$NBIS is estimated to generate ~$5B in EBITDA by 2027.

Put that number next to history.

At its peak, Yandex generated roughly $800M in EBITDA.

That comparison alone should force a reset in how this story is framed.

Arkady isn’t rebuilding Yandex

He’s compressing decades into years.

Arkady Volozh spent ~30 years building Yandex into a dominant regional tech platform.

It was search, ads, mapping, ride-hailing, and infrastructure — all before modern AI existed.

$ NBIS is being built in a completely different era.

AI-first economics change the slope

What took Yandex decades required:

physical offices

localized sales

gradual data accumulation

regional scaling constraints

$ NBIS operates with:

AI-native products

global distribution from day one

software-driven margins

and demand pulled forward by the AI compute cycle

That’s how you get to a scenario where one company can be ~6x more profitable than Yandex ever was — in a fraction of the time.

This isn’t about nostalgia or legacy comparison

It’s about capital efficiency under AI-era conditions.

AI businesses don’t scale linearly.

They scale once infrastructure is in place and demand hits escape velocity.

If the $5B EBITDA estimate is even directionally right,

$ NBIS isn’t just a successful spinout.

It becomes one of the most profitable AI-native platforms ever built by a founder who already proved he can execute at scale.

The uncomfortable implication

Markets are used to anchoring Arkady to Yandex.

That anchor may be misleading.

This looks less like a sequel

and more like a second act with far better physics.

The real question isn’t whether $ NBIS outperforms Yandex.

It’s whether investors are still using old mental models to value a company being built under entirely new ones.

Is $ NBIS being judged as a legacy founder story —

or as a clean-sheet AI business operating at a completely different ceiling?

🔔 I focus on founder-led inflection points where AI-era economics compress time, scale, and profitability in ways markets are slow to internalize.

#NBIS #ArtificialIntelligence #ArkadyVolozh #AIInfrastructure #TechStocks #FounderLed #EBITDA #NextGenPlatforms

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":517107131683640,"tweetId":"517107131683640","gmtCreate":1767269779712,"gmtModify":1767530856895,"author":{"id":4228033396075212,"idStr":"4228033396075212","authorId":4228033396075212,"authorIdStr":"4228033396075212","name":"Ethan 港美澳实盘","avatar":"https://community-static.tradeup.com/news/3ad83bef455a9c7634a972d0984d4874","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/cae90f66cb630201691af36f33bcb9ff","width":"1236","height":"875"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/cae90f66cb630201691af36f33bcb9ff","width":"1236","height":"875"}],"title":"","html":"<html><head></head><body><p>🧠📈 $NBIS and the scale of what Arkady is building — the comparison people are missing</p>\n<p><br></p>\n<p>$NBIS is estimated to generate ~$5B in EBITDA by 2027.</p>\n<p><br></p>\n<p>Put that number next to history.</p>\n<p><br></p>\n<p>At its peak, Yandex generated roughly $800M in EBITDA.</p>\n<p><br></p>\n<p>That comparison alone should force a reset in how this story is framed.</p>\n<p><br></p>\n<p>Arkady isn’t rebuilding Yandex</p>\n<p>He’s compressing decades into years.</p>\n<p><br></p>\n<p>Arkady Volozh spent ~30 years building Yandex into a dominant regional tech platform.</p>\n<p>It was search, ads, mapping, ride-hailing, and infrastructure — all before modern AI existed.</p>\n<p><br></p>\n<p>$ NBIS is being built in a completely different era.</p>\n<p><br></p>\n<p>AI-first economics change the slope</p>\n<p>What took Yandex decades required:</p>\n<p>physical offices</p>\n<p>localized sales</p>\n<p>gradual data accumulation</p>\n<p>regional scaling constraints</p>\n<p><br></p>\n<p>$ NBIS operates with:</p>\n<p>AI-native products</p>\n<p>global distribution from day one</p>\n<p>software-driven margins</p>\n<p>and demand pulled forward by the AI compute cycle</p>\n<p><br></p>\n<p>That’s how you get to a scenario where one company can be ~6x more profitable than Yandex ever was — in a fraction of the time.</p>\n<p><br></p>\n<p>This isn’t about nostalgia or legacy comparison</p>\n<p>It’s about capital efficiency under AI-era conditions.</p>\n<p><br></p>\n<p>AI businesses don’t scale linearly.</p>\n<p>They scale once infrastructure is in place and demand hits escape velocity.</p>\n<p><br></p>\n<p>If the $5B EBITDA estimate is even directionally right,</p>\n<p>$ NBIS isn’t just a successful spinout.</p>\n<p><br></p>\n<p>It becomes one of the most profitable AI-native platforms ever built by a founder who already proved he can execute at scale.</p>\n<p><br></p>\n<p>The uncomfortable implication</p>\n<p>Markets are used to anchoring Arkady to Yandex.</p>\n<p><br></p>\n<p>That anchor may be misleading.</p>\n<p><br></p>\n<p>This looks less like a sequel</p>\n<p>and more like a second act with far better physics.</p>\n<p><br></p>\n<p>The real question isn’t whether $ NBIS outperforms Yandex.</p>\n<p><br></p>\n<p>It’s whether investors are still using old mental models to value a company being built under entirely new ones.</p>\n<p><br></p>\n<p>Is $ NBIS being judged as a legacy founder story —</p>\n<p>or as a clean-sheet AI business operating at a completely different ceiling?</p>\n<p><br></p>\n<p>🔔 I focus on founder-led inflection points where AI-era economics compress time, scale, and profitability in ways markets are slow to internalize.</p>\n<p><br></p>\n<p>#NBIS #ArtificialIntelligence #ArkadyVolozh #AIInfrastructure #TechStocks #FounderLed #EBITDA #NextGenPlatforms</p><img src=\"https://community-static.tradeup.com/news/cae90f66cb630201691af36f33bcb9ff\" tg-width=\"1236\" tg-height=\"875\"></body></html>","htmlText":"<html><head></head><body><p>🧠📈 $NBIS and the scale of what Arkady is building — the comparison people are missing</p>\n<p><br></p>\n<p>$NBIS is estimated to generate ~$5B in EBITDA by 2027.</p>\n<p><br></p>\n<p>Put that number next to history.</p>\n<p><br></p>\n<p>At its peak, Yandex generated roughly $800M in EBITDA.</p>\n<p><br></p>\n<p>That comparison alone should force a reset in how this story is framed.</p>\n<p><br></p>\n<p>Arkady isn’t rebuilding Yandex</p>\n<p>He’s compressing decades into years.</p>\n<p><br></p>\n<p>Arkady Volozh spent ~30 years building Yandex into a dominant regional tech platform.</p>\n<p>It was search, ads, mapping, ride-hailing, and infrastructure — all before modern AI existed.</p>\n<p><br></p>\n<p>$ NBIS is being built in a completely different era.</p>\n<p><br></p>\n<p>AI-first economics change the slope</p>\n<p>What took Yandex decades required:</p>\n<p>physical offices</p>\n<p>localized sales</p>\n<p>gradual data accumulation</p>\n<p>regional scaling constraints</p>\n<p><br></p>\n<p>$ NBIS operates with:</p>\n<p>AI-native products</p>\n<p>global distribution from day one</p>\n<p>software-driven margins</p>\n<p>and demand pulled forward by the AI compute cycle</p>\n<p><br></p>\n<p>That’s how you get to a scenario where one company can be ~6x more profitable than Yandex ever was — in a fraction of the time.</p>\n<p><br></p>\n<p>This isn’t about nostalgia or legacy comparison</p>\n<p>It’s about capital efficiency under AI-era conditions.</p>\n<p><br></p>\n<p>AI businesses don’t scale linearly.</p>\n<p>They scale once infrastructure is in place and demand hits escape velocity.</p>\n<p><br></p>\n<p>If the $5B EBITDA estimate is even directionally right,</p>\n<p>$ NBIS isn’t just a successful spinout.</p>\n<p><br></p>\n<p>It becomes one of the most profitable AI-native platforms ever built by a founder who already proved he can execute at scale.</p>\n<p><br></p>\n<p>The uncomfortable implication</p>\n<p>Markets are used to anchoring Arkady to Yandex.</p>\n<p><br></p>\n<p>That anchor may be misleading.</p>\n<p><br></p>\n<p>This looks less like a sequel</p>\n<p>and more like a second act with far better physics.</p>\n<p><br></p>\n<p>The real question isn’t whether $ NBIS outperforms Yandex.</p>\n<p><br></p>\n<p>It’s whether investors are still using old mental models to value a company being built under entirely new ones.</p>\n<p><br></p>\n<p>Is $ NBIS being judged as a legacy founder story —</p>\n<p>or as a clean-sheet AI business operating at a completely different ceiling?</p>\n<p><br></p>\n<p>🔔 I focus on founder-led inflection points where AI-era economics compress time, scale, and profitability in ways markets are slow to internalize.</p>\n<p><br></p>\n<p>#NBIS #ArtificialIntelligence #ArkadyVolozh #AIInfrastructure #TechStocks #FounderLed #EBITDA #NextGenPlatforms</p><img src=\"https://community-static.tradeup.com/news/cae90f66cb630201691af36f33bcb9ff\" tg-width=\"1236\" tg-height=\"875\"></body></html>","text":"🧠📈 $NBIS and the scale of what Arkady is building — the comparison people are missing $NBIS is estimated to generate ~$5B in EBITDA by 2027. Put that number next to history. At its peak, Yandex generated roughly $800M in EBITDA. That comparison alone should force a reset in how this story is framed. Arkady isn’t rebuilding Yandex He’s compressing decades into years. Arkady Volozh spent ~30 years building Yandex into a dominant regional tech platform. It was search, ads, mapping, ride-hailing, and infrastructure — all before modern AI existed. $ NBIS is being built in a completely different era. AI-first economics change the slope What took Yandex decades required: physical offices localized sales gradual data accumulation regional scaling constraints $ NBIS operates with: AI-native products global distribution from day one software-driven margins and demand pulled forward by the AI compute cycle That’s how you get to a scenario where one company can be ~6x more profitable than Yandex ever was — in a fraction of the time. This isn’t about nostalgia or legacy comparison It’s about capital efficiency under AI-era conditions. AI businesses don’t scale linearly. They scale once infrastructure is in place and demand hits escape velocity. If the $5B EBITDA estimate is even directionally right, $ NBIS isn’t just a successful spinout. It becomes one of the most profitable AI-native platforms ever built by a founder who already proved he can execute at scale. The uncomfortable implication Markets are used to anchoring Arkady to Yandex. That anchor may be misleading. This looks less like a sequel and more like a second act with far better physics. The real question isn’t whether $ NBIS outperforms Yandex. It’s whether investors are still using old mental models to value a company being built under entirely new ones. Is $ NBIS being judged as a legacy founder story — or as a clean-sheet AI business operating at a completely different ceiling? 🔔 I focus on founder-led inflection points where AI-era economics compress time, scale, and profitability in ways markets are slow to internalize. #NBIS #ArtificialIntelligence #ArkadyVolozh #AIInfrastructure #TechStocks #FounderLed #EBITDA #NextGenPlatforms","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/517107131683640","repostId":0,"isVote":1,"tweetType":1,"viewCount":232,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NBIS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1877,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/517107131683640"}