M Mohan
@mukund
Long term investor -
Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups
175 Following 60.5K Followers
Interesting podcast with @sama on Invest with the best podcast $NOW $HUBS $DDOG $CRWD $PANW
OpenAI is deliberately narrowing focus to being the best intelligence platform rather than chasing vertical application dominance,
and they are explicitly stepping back from trying to compete with every AI startup.
This is a significant strategic signal
OpenAI is positioning as infrastructure, not an application competitor, which has direct implications for the AI software stack and who wins at the application layer.
For investors, this clarifies the threat landscape: OpenAI is less likely to cannibalize AI SaaS plays than previously feared
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We had to replace our roof. It was replaced 20 years ago or so.
Got a person to come and give us an assessment first. It was Cedar Shake roof. Many parts of it were broken.
Ok. The guy came and did an inspection.
Said you need to replace. Estimated $47K.
Ok.
Went to my brother’s home in El dorado hills this week.
He got an estimate for his home. Similar sized roof in terms of square foot.
His estimate was $34K.
California. Cheaper. Than. Washington.
What? How ?
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Every person in CA eventually will work for only 2 industries
Government or Healthcare
$KEYS will report earnings tomorrow. Estimate $1.71B in revenue +26.9% YoY and EPS $2.32 +7.0% YoY
$HD will report earnings tomorrow. Estimate $41.59B in revenue +1.0% YoY and EPS $3.41 +25.2% YoY
$ARM is +0.82% after-hours today. Evercore ISI Maintains Outperform Rating
$CEPO BSTR is a "pure-play" Bitcoin treasury vehicle. Unlike legacy tech companies that retrofitted their balance sheets to hold digital assets, BSTR was constructed synthetically from day one to accumulate, engineer, and optimize Bitcoin yield and ownership per share.
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$MRVL is +3.93% pre-market today. Marvell Leans Into Optical Networking As AI Growth And Valuation Questions Build.
This IPL alone
SRH 26
PBKS 20
CSK 20
DC 19
GT 19
Catches dropped.
I don’t know why they give men the menu.
Most times what I get to eat is:
What my wife ordered but did not want
What the kids ordered but was “too much”
What everyone else decide “we should share”
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I don’t know why they give men the menu.
Most times what I get to eat is:
What my wife ordered but did not want
What the kids ordered but was “too much”
What everyone else decide w”we should share”
Show more
Forever @RCBTweets
He's smiling. We're smiling. And the RCB Nation won't stop smiling tonight. 😁❤️
PBKS went from likely winners of this IPL to maybe won’t make the playoffs primarily thanks to the dependence on the top two.
Of course Shreyas is good but only if the top 2 lay a platform.
Otherwise @ShreyasIyer15 is as good as any other middle order ODI batter
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$META employees are paid among the best in the world.
Why would they do this.
META LAYOFFS SPARK PANIC AS STAFF RUSH TO GRAB FREE SNACKS, DRINKS & CHARGERS: EX-EMPLOYEE
If a man is loyal to his sports team even though they keep losing
He is a good man
Nothing is a stronger test of character
I wont connect my accounts to @ChatGPTapp but that is because I dont think it can tell me anything I dont know already.
I dont spend enough to find ways to optimize it
and the things I spend money on, I want to spend
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