Cluster Penetration
Week 34 · 11 watched clusters · 84K mapped accounts · audiences resolved every 5m
All monitored posts
Key insight 
Spillover pathFinance+2.3hTech Twitter+2.8h
AI Research+4.7h
Founders
Howard Marks@howardmarks
New memo: The Calculus of Value. When everyone is certain the cycle is over, that certainty is usually the best information you will get about where we actually are in it.
posted 4w ago · 612.0K views4 of 11 clusters reached
posted 4w ago · 612.0K views4 of 11 clusters reached
Born in Finance; @RayDalio's quote (+2.3h) carried it into Tech Twitter, with 2 more clusters following. 2% landed outside the watch list; 4 of 11 watched clusters reached.
Where the views landed612.0K views · bubble area = views contributed · tint = share of cluster reached
Tech Twitter+2.8hAI Research+4.7hFoundersPenetration by clusterwatched clusters · sorted by views
- Financeselected348K62% reached
- Tech Twitter120K23% reached
- Founders80K18% reached
- AI Research49K10% reached
| Cluster | Mapped | Views | Reached | Entry point | First reached |
|---|---|---|---|---|---|
| Financeselected | 9.8K | 348K | 62% | @howardmarksposted | +0m |
| Tech Twitter | 28.4K | 120K | 23% | @RayDalioquoted | +2.3h |
| Founders | 12.6K | 80K | 18% | @navalreposted | +4.7h |
| AI Research | 6.8K | 49K | 10% | @gdbquoted | +2.8h |
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•