CEO @ Stealth | 🇬🇧 via 🇩🇪🇮🇳 |
Joined October 2017
- Tweets 5,536
- Following 4,861
- Followers 5,271
- Likes 5,302
732 Photos and videos
Chirag Modi retweeted
May 5
These guys stare at the ticker all day
"I have not looked at the ticker in April.
The ticker has nothing to do with the company.
I work on the fair market value of the company.
The ticker is just other people's game to make trades based on their few assumptions of a future compounding fair market value." @tobi
What do you know now that you wish you had known when you went public about your relationship as CEO to the "the ticker"? @eldsjal @klarnaseb @levie @mcannonbrookes @jeffiel @arielcoco @RamaswmySridhar @lefkofsky
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May 3
RL on IBD decks. If anyone needs this, ping me. DMs open
the decks and presentations that come out of Wall Street are so much better made than the ones in San Francisco despite being about the boringest shit yield farming some tranche of private debt or whatever
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Apr 23
Creditors should sell Medallia’s data to the labs
Apr 22
Thoma Bravo nears agreement to turn software firm Medallia over to creditors, sources say RTRS.
Medalia, now worthless, was bought for $6.4BN in 2021
The equity may be wiped out as long as the private debt remains marked at par
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Chirag Modi retweeted
Mar 11
My prediction: by end of the year, SOTA models will be able to automate entire workflows in banking.
We will go from doing simple LBOs / slides to creating IM / decks with the underlying model based on a VDR. Something that takes investment teams 40-80 hours in total will be able to get done in 1h or less. It won’t be perfect and post training will play a big role.
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Apr 17
Should be a good event. Looking forward to meeting everyone! 🫡
For an in depth discussion on RL: IRL with @IanOsband @_rockt @wgaluba Armin
Cc: @DGneusheva @modic123 @george__wing
luma.com/4acss683
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Apr 14
A friend recently received a medical diagnosis. She was trying to find clinical trials that she might be eligible for but it was an absolute maze. The information is scattered, hard to parse, and most importantly assumes you already understand your disease.
Spent an hour on @perplexity_ai computer and just built a clinical trial finder focused on what patients actually need.
1) It asks about your diagnosis and situation
2) finds and compares relevant trials, and
3) the part I think matters most: it explains medical terms in plain english and generates a list of questions to bring to your doctor to refine trial eligibility.
@AravSrinivas this should be a native feature whenever you guys decide to launch Perplexity Health. ;)
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For an in depth discussion on RL: IRL with @IanOsband @_rockt @wgaluba Armin
Cc: @DGneusheva @modic123 @george__wing
luma.com/4acss683
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Apr 9
Fighting the urge to launch a Medvi competitor
Apr 8
Today we're announcing the Billion Dollar Build.
An 8-week competition where teams will use Perplexity Computer to build a company with a path to $1B.
Finalists have the opportunity to secure up to $1M in investment from the Perplexity Fund and up to $1M in Computer credits.
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Apr 8
Rumour has it that he is building RL environments
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Apr 5
what a legend
Apr 5
A week ago, @citrini dispatched an analyst to the Strait of Hormuz. Soon, he was cruising on a boat in the strait with a beer and a waterproof Pelican case full of Zyn and cigars.
What he saw — tankers, some on fire and some that made it through, and more — @NYMag
nymag.com/intelligencer/arti…
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Chirag Modi retweeted
Mar 11
Claude for all things knowledge work feels like it is on a very similar trajectory to what agentic coding experienced last year.
I expect entire industries that rely on spreadsheets and powerpoints to begin to be transformed in the next few months.
Claude for Excel and Claude for PowerPoint now sync together seamlessly.
When you’ve got more than one file open, Claude shares the full context of your conversation between them.
Pull data from spreadsheets, build out tables, and update a deck — without re-explaining a step.
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Mar 12
Sick idea 👏 👏 👏
Mar 10
We're testing a new concept for the month. If there's demand, we'll keep it going. Idea is simple -> vibe coding with vibes. Music, food and a space to build whatever you want alongside others. Tomorrow 6:30pm at LocalGlobe HQ. Waitlist open.
luma.com/ibmioxbl
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Mar 11
MDs about to have a field day with this.
Claude for Excel and Claude for PowerPoint now sync together seamlessly.
When you’ve got more than one file open, Claude shares the full context of your conversation between them.
Pull data from spreadsheets, build out tables, and update a deck — without re-explaining a step.
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Mar 7
Merge arb analysis - Built with @perplexity_ai Computer in 30 min. Far from perfect but was impressed with the initial structure and output.
Balyasny has built an AI agent called Merger Arbitrage Superforecaster, with GPT‑5.4 as its reasoning engine.
Merger arbitrage is one segment of investing that greatly benefits from AI.
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