The move

The issue embeds Andrej Karpathy's post, then redraws it as an inverted funnel running from "~6B" with no meaningful contact down to "~5K" with internal access to frontier systems. It adds an S-curve chart with "Path one: longer runway" and "Path two: inflects now", then moves into valuation tables and charts.

Why it works

• Our readThe funnel makes an argument that would take a paragraph to explain, and a reader can repost the image on its own.
• Our readThe two named paths turn a vague worry about whether revenues will match capex into something a reader can pick a side on.

What not to copy

Don't copy the AI adoption story or the post's numbers. Keep the move of quoting a live conversation, turning it into one visual, and stating which path you favour.