Cluster Penetration

Week 34 · 11 watched clusters · 84K mapped accounts · audiences resolved every 5m

LIVE
5 clusters reached
Resolved 12s ago

Michael Burry@michaeljburry

Sold the puts. Not because I was wrong. Because I was early, again, and early is the same as wrong in this business.

posted 2w ago · 2.2M views5 of 11 clusters reached

Key insight

Media picked it up at +2.2h via @karaswisher, which is where the non-Finance reach came from. 34% still sits in Finance; 5 of 11 watched clusters reached.

Where the views landed2.2M views · bubble area = views contributed · tint = share of cluster reached

@BillAckman

@howardmarks

@Druckenmiller

@richardbranson

@mcuban

@jimcramer

@business

@TheStalwart

@WSJ

@lexfridman

@DarioAmodei

@gdb

@demishassabis

@emollick

@drjimfan

@zoink

@rauchg

@jsngr

@jimcramer

@levelsio

@satyanadella

Spillover pathFinance+49m

Tech Twitter+1.4h

AI Research+1.8h

Design

Penetration by clusterwatched clusters · sorted by views

Financeselected742K
33% reached
@michaeljburryposted+0m
Media380K
21% reached
@karaswisherreposted+2.2h
AI Research367K
15% reached
@gdbreposted+1.4h
Design326K
15% reached
@jsngrreposted+1.8h
Tech Twitter304K
17% reached
@jimcramerquoted+49m

Cluster	Mapped	Views	Reached	Entry point	First reached
Financeselected	9.8K	742K	33%	@michaeljburryposted	+0m
Media	11.2K	380K	21%	@karaswisherreposted	+2.2h
AI Research	6.8K	367K	15%	@gdbreposted	+1.4h
Design	4.1K	326K	15%	@jsngrreposted	+1.8h
Tech Twitter	28.4K	304K	17%	@jimcramerquoted	+49m

Resolving audiences

@levelsio→ Founders•
@karpathy→ Tech Twitter•
@garrytan→ VCs•
@morganhousel→ Finance•
@caseynewton→ Media•
@patio11→ Founders•
@eladgil→ VCs•
@drjimfan→ AI Research•
@chamath→ Finance•
@shl→ Founders•
@rauno→ Design•
@jack→ Tech Twitter•