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Mark Zuckerberg aveva 23 anni ed era ignaro del denaro. Lei ne aveva 38 ed era sul punto di farlo diventare uno degli esseri umani più ricchi del mondo.
Tutti le dicevano che era pazza ad andarsene.
Sheryl Sandberg aveva 38 anni. Era Vice Presidente di Google. Una delle donne più potenti della Silicon Valley.
E stava per buttare tutto via per un'azienda che non aveva idea di come fare soldi.
"Rimani a Google. Sei sistemata per la vita."
"Facebook è un sito web per college. Non durerà mai."
"Perché correre il rischio? Ce l'hai già fatta."
Non l'ha ascoltata.

Everyone thinks Facebook won because it was first.
It wasn't.
Friendster had over 115 million users. MySpace had 100 million.
Facebook launched 2 years later into a growing social network scene.
Here's how Mark Zuckerberg still beat them all:
In a Harvard dorm room in February 2004, a 19-year-old kid is about to change how 3 billion people connect.
He didn't have funding. Didn't have a team. Just a laptop and an idea everyone thought was stupid.
Here's exactly how Mark Zuckerberg built Facebook from a college dorm:
It started with rejection.
Mark created Facemash in October 2003. A site that let Harvard students vote on who was more attractive.
Harvard shut it down in hours. Almost got him expelled.
Most people would've stopped there. Mark saw something different.
He noticed students were obsessed with comparing themselves to each other. That was the insight.
The real problem wasn't rating faces. It was that Harvard had no online directory.
Students wanted to know who was in their classes. Who lived in their dorm. Who was dating who.
Mark didn't invent social networking. Friendster and MySpace already existed.
But he did something smarter. He made it exclusive.
TheFacebook launched on February 4, 2004. Harvard students only.
Within 24 hours, 1,200 people signed up. Within a month, half of Harvard was on it.
Here's what most people miss about that dorm room:
Mark wasn't alone. Eduardo Saverin put in $15,000 for servers.
Dustin Moskovitz and Chris Hughes helped code and manage operations.
The myth is one genius in a hoodie. The reality was a scrappy team pulling all-nighters.
They expanded to Columbia, Stanford, and Yale next. Still exclusive. Still invite-only.
This drove people crazy. Everyone wanted in because they couldn't get in.
By June 2004, they moved to Palo Alto. Still basically a dorm setup.
Mattresses on floors. Code sessions until 4am.
Sean Parker showed up that summer. The Napster guy.
He didn't just bring connections. He brought one piece of advice that changed everything.
Drop the "The" from TheFacebook.
Sounds small. But it showed Mark how to think bigger. Cleaner. More ambitious.
Peter Thiel wrote a $500,000 check in August 2004. First real funding.
The valuation? $4.9 million.
Today Facebook is worth over $1.54 trillion.
Here's what you can actually learn from this:
Mark didn't wait until he had everything figured out.
Facemash was messy. TheFacebook was basic. He shipped fast and fixed later.
He found a real problem first. Not "I want to build a social network." But "Harvard students can't find each other online."
He used constraints as advantages. Being Harvard-only wasn't a limitation. It was the entire strategy.
And he surrounded himself with people who filled his gaps.
Eduardo handled money. Dustin handled code. Sean handled vision.
That dorm room in Kirkland House is probably worth more per square foot in startup history than anywhere else on earth.
Not because of what was built there. But because of how it was built.
Fast. Scrappy. Obsessed with one specific user problem.
That's the playbook that still works today.
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A year ago, SanDisk was a $36 stock.
Today it is a $503 stock.
That is not a typo.
That is a 1,000%+ move in 12 months.
So what changed?
SanDisk did not “randomly moon.”
It became the cleanest pure play on a very specific bottleneck.
On Feb 24, 2025, SanDisk separated from Western Digital and began trading as an independent company on Nasdaq under SNDK.
One business. One focus. One story for Wall Street to price.
Then AI happened to storage.
Everyone talks about GPUs.
Almost nobody talks about the part that quietly becomes the choke point.
Data.
AI training and inference create a brutal storage problem.
Massive datasets. Constant writes. Checkpoints. Logs. Outputs.
That drives demand for enterprise SSDs and NAND flash.
At the same time, pricing turned.
In Q4 2025, contract prices for NAND and DRAM reportedly surged about 15% to 20% with AI infrastructure demand and tightening supply.
When demand rises and supply stays disciplined, the math gets violent fast.
Then the accelerants kicked in.
1/ The spinoff unlocked the “pure play” trade
Investors stopped valuing it as a complicated Western Digital segment.
They started valuing it as a direct proxy for a memory upcycle plus AI storage demand.
2/ Analysts followed the money
As data center demand climbed and pricing tightened, the sell side started chasing the move and raising targets on the AI storage narrative.
3/ Index inclusion poured gasoline on the fire
SanDisk was added to the S&P SmallCap 600 in Feb 2025.
Then it jumped to the S&P 500 effective Nov 28, 2025.
Index funds buy because they have to. That creates forced demand.
4/ Momentum became its own catalyst
Once a stock becomes the chart everyone screenshots, flows start driving flows.
Even the financial press started calling out repeated explosive days tied to NAND optimism and AI storage demand.
Now look at the scoreboard.
SanDisk trades around $503.
Up massively since the spin and since the market realized storage is part of the AI arms race.
Lesson for investors?
This was a perfect storm.
A spinoff that clarified the story.
A memory pricing upcycle.
AI turning storage into a bottleneck.
Index inclusion forcing buyers.
Just remember.
Memory is cyclical.
Vertical charts reward early conviction and punish late FOMO.