I write my own tweets. politically centrist, abundance minded. Work: @btv_vc, leading pre/seed rounds in fintech & vertical AI

Joined May 2007
9,635 Photos and videos
Sheel Mohnot retweeted
.@pitdesi asked me how do Indian immigrants differ in economic outcomes from their children in the United States. The answer is mixed. The household income of second-generation Indians is slightly higher but this is driven by higher Indian American female employment. But 2nd generation Indians don't get married as often as their parents, so their household income isn't as high as it would be with greater female employment.
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Tried a new cuisine: Réunionnais creole Reunion is a French colony, east of Madagascar. Food is French and Tamil put together, but also hints of other African food. South Indians were brought in as indentured servants to work sugarcane fields after France outlawed slavery in 1848 and now are 1/4th the population, with descendants of slaves being another 50%. Food was surprisingly spicy, and overall just ok in my book. Perhaps my expectations were too high :( Still always excited to try a new cuisine, especially with Indian influence.
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TIL the French are taught that Clement Ader was the first to fly, not Orville and Wilbur Wright Also they downplay Lindberghs accomplishment
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Thanks @elonmusk! (I am posting this thanks to Starlink)
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Been seeing signs for it (incl banners on planes!) all over SF for the past several months, so finally decided to check it out today. In the end, Monaco was about as I expected… small and full of supercars. Fairmont hairpin was fun in our little scooter (for F1 fans!)
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ok clearly my @MonacoGTM joke did not land :(
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as manual work gets replaced by AI, a lot of jobs will be lost in India
I shared this note earlier today with the entire team at Opendoor. Today we began to say goodbye to our colleagues in India as we wind down our India operations. Our customers are in America, and that's where our operational work belongs.
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Sheel Mohnot retweeted
The first Vertical AI Summit was a huge success! Thanks again to @tryramp for hosting, and to our co-host @GreylockVC for helping us put this together The summit featured: - @eglyman talking about why the ecosystem around a breakthrough captures more value than its creators. His analogy - AC didn't enrich the AC makers, it built Vegas, Miami, Singapore. As intelligence gets cheap, the opening is every vertical business that only now becomes possible to build. - @packyM @geoffintech talking about how Ramp, a 1,600-person company, moves like a startup and got fully "AI-pilled" - @nbobba, @mitch_troy and @thejamescad on building differentiation durability while the foundation models keep getting better - @GeorgeKurdin showing how @usemonk balances time to value without sacrificing defensibility - @itaidamti showing how @unit_co_ helps AI agents connect with financial rails - @SethGRosenberg, @Maxtbrenner, @rahulrekhi, and @will_lawrenceTO talking about earning trust in regulated relationship driven industries - Me, @davidneckstein & @vxanand talking about economics of AI native companies We will be sharing more learnings from the sessions in the coming days weeks and doing lots more here. Very excited to watch NYC continue to cement itself as the center of gravity for vertical AI!
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Just saw this on the street and realized that city of Nice and the shoe company Nike share the same root, the Goddess of victory
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Italy specifically looks incredible in Portra 400 You can not take a bad picture
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Google thinks that government-backed attackers are trying to steal my password Wonder how they know it's government-backed. Which government though?
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Sheel Mohnot retweeted
In medieval times, within the arms race of ever more demonic torture devices, some sadistic genius came up with the idea of the Little Ease. This was a prison cell built so small in every dimension that a grown man could not stand upright in it nor lie down at full length nor properly sit. The pain is relentless and without relief and inflicted by one's own body. Prisoners were known to go insane within a few days. A stay at the Little Ease was considered even more cruel than the rack, the thumbscrew, and the other ghoulish machinery of the Tower of London. A breeding pig will spend her whole life in a version of that box. These are social, roaming creatures (more intelligent than dogs) who will never leave this corset of steel. They have been selectively bred to be bigger than their frames can support. Yet we put them in cells so confined that they cannot comfortably sit, and their attempts to do so (for example, by sneaking their limbs into adjacent stalls) reliably lead to fractures and sprains. They cannot sweat, yet have nothing to roll around in to cool themselves off. Except their own manure, which (contrary to the common misconception) they are so averse to (thanks to their strong sense of smell) that new sows will often suffer from constipation to avoid soiling the space from which they eat and sleep. Here is how the writer Matthew Scully described what saw at one of Smithfield’s “gestation barn”: > “Sores, tumors, ulcers, pus pockets, lesions, cysts, bruises, torn ears, swollen legs everywhere. Roaring, groaning, tail biting, fighting, and other “Vices,” as they’re called in the industry. Frenzied chewing on bars and chains, stereotypical “vacuum” chewing on nothing at all, stereotypical rooting and nest building with imaginary straw. And “social defeat,” lots of it, in every third or fourth stall some completely broken being you know is alive only because she blinks and stares up at you … creatures beyond the power of pity to help or indifference to make more miserable, dead to the world except as heaps of flesh into which the [insemination] rod may be stuck once more and more flesh reproduced.” — The Save Our Bacon Act is trying to unroll the few state protections we have against this barbaric cruelty - for example California’s Prop 12 - which banned the sale of pork from pigs kept in gestation crates. It’s incredibly important we don’t end up with this sort of federal preemption. SOB will not only kill the most important animal welfare related laws in the US of the past decade, but more importantly, it will also restrict ALL future legislative progress (aka how the animal welfare movement has gotten its biggest wins). The Senate is currently deciding whether to add the SOB Act to the Farm Bill. With relatively little money now, we can discourage the most pivotal senators in the Ag committee from backing this amendment. Defeating this bill is even more important given the amount of philanthropic funding I expect to come online in the next year or two. It will plausibly be over 10x more expensive to repeal SOB than to prevent it from passing in the first place. All that money that could be spent transforming our society's relationship to mass animal suffering will instead have to be spent just getting us back to where we are right now. That's why money spent now fighting this bill (and I mean right NOW) is so effective. If you’re in a position to donate six figures, please DM me.
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You laugh but I’ve seen companies report payback period this way (It’s wrong)
This is absolutely insane. Elon Musk's XAI reportedly spent $40 billion to build their data centers Based on public disclosure of the Anthropic and Google deal, XAI will get paid $26 billion per year to license the compute from these data centers That is a payback period of 18 months for all the data center spend, from just two customers And you still think AI infrastructure capex is a bubble?
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I was walking next to cows for a couple of hours today and found the clanking so awful that I was feeling really bad for the cows Technology solves this!
this is just the most ridiculous AI application i've ever seen lol a Peter Thiel-backed startup that makes AI collars for cows is now worth $2 billion and the more I read about it the cooler it gets. here's how it works: every cow wears a solar-powered collar that talks to a network of radio towers and an app on the farmer's phone instead of building physical fences, the farmer draws the fence on a map in the app, and the collar keeps each cow inside that invisible line using GPS when a cow drifts toward the edge, the collar plays a sound to steer her, and a gentle vibration tells her which way to go. it's like how a car beeps as you back up toward a wall the cows learn the cues in a few days so now a rancher can move an entire herd to fresh grass by sliding the fence on a map, without driving out to open a single gate and that same collar is reading each cow's body the whole time. it takes five readings per second on every animal, so the AI can catch a cow that's sick, injured, ready to breed, or about to give birth before a person would ever notice walking the field so it's basically like WHOOP for cows too lol and they gave the AI behind it the perfect name: the Cowgorithm it's been trained on more than 7 billion hours of real cow behavior, which is why Halter calls the data its real asset and moat. they know what a normal cow looks like better than anyone, so they can flag the odd one out instantly it's already on more than 1M cattle across New Zealand, Australia, and a bunch of US states. California even used it on public land to graze cattle in patterns that clear dry brush and slow down wildfires costs about $5 to $8 per cow per month a job that used to mean barbed wire, gates, and driving the fields all day is now mostly 1 person on their phone
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Love how they spell 🇯🇵 in Italy
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A couple of months ago they were run rating $18B Then, in time for the IPO, they added $26B in annual revenue (though with 90 day outs) Wild for a company founded in 2002!
you're telling me anthropic & google are paying spacex ~$26b a year for compute?!! this is more than half the run rate of openai & anthropic just from compute deals & that doesn't even factor in the rocket launches at all. elon accidentally ended up owning a significant portion of three of the scarcest assets in ai.. power, chips, & physical deployment capability. the best lesson here is that if you’re selling picks & shovels during a gold rush, you don’t necessarily need to find the gold. you just need everyone else to keep digging. & also non software elon is pretty much unstoppable, like prime michael jordan type thing.
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Recent trend of top public tech company CEOs starting AI companies while remaining CEO: Vlad (Robinhood) with Harmonic, Brian Armstrong (Coinbase) with NewLimit, Now Brian Chesky Anyone else? I guess Elon but that seems different
NEW: Airbnb CEO Brian Chesky is starting a new AI lab. Company is in its early phases, and considering a focus on design and UI. Chesky will remain CEO of Airbnb. Per sources. w/ @EdLudlow @natlungfy bloomberg.com/news/articles/…
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Flying a banner over SF is only $6k a day I have the feeling we’re about to see a lot more of these
The Monaco Plane: Economics and Impact. If you've been in SF over the last 10 days, you've likely seen the Monaco Plane flying around. I'm receiving countless messages asking about how expensive it is and if it's working. So here are those answers:
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Tbh it makes a lot of sense in today’s world
Scoop: Benchmark has raised $2 billion across two new funds, including its first growth fund, a big shift for a firm that spent decades defending a smaller, focused approach to venture investing. Details here: wsj.com/finance/investing/si…
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