Speculation of cos, but as a marketer what excites me about @KellyClaudeAI is the potential for its Marketing Factory to become a real economic juggernaut (already seeing it at work on app store optimization and paid marketing👇🏻). It’s not even about driving downloads/revenues for its apps, Marketing Factory itself could be a billy-dollar standalone AdTech business in a >$800B TAM that’s at the forefront of real-world AI deployment with juicy valuation premiums (just look at Adobe buying SEO vendor Semrush for ~$1.9B). No interaction with Marketing Factory to nail my thesis — but purely on mcap vs speculative ceiling, $KELLYCLAUDE is one of the most intriguing setups for me rn (along with pretty solid key holder conviction on Nansen).