Joined July 2009
132 Photos and videos
Replying to @zoheb_ab

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How Founder's Pitch Vs How VCs Pitch
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Q1 2026: $300 billion invested in startups globally. That's a 150% jump from the previous quarter. 80% of it went into AI companies. US startups alone took $250 billion. Capital concentration at this scale has never happened before in venture history. The top of the market is operating in a completely different universe from the rest.
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Required Skills for 2030
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Believe and thrive..
> you’ll never start a rocket company > you’ll never build your own engines > you’ll never be able to use off-the-shelf parts > you’ll never survive three launch failures > you’ll never reach orbit > you’ll never win NASA’s trust > you’ll never launch cargo to the ISS > you’ll never compete with Boeing > you’ll never compete with Lockheed > you’ll never make rockets reusable > you’ll never land a rocket vertically > you’ll never land one on a drone ship > you’ll never reuse a booster > you’ll never fly the same booster 10 times > you’ll never fly the same booster 20 times > you’ll never fly the same booster 30 times > you’ll never recover and reuse the fairing > you’ll never lower launch costs > you’ll never launch every month > you’ll never launch every week > you’ll never launch multiple times a week > you’ll never carry astronauts > you’ll never replace Roscosmos > you’ll never fly civilians to orbit > you’ll never manufacture satellites at scale > you’ll never build the biggest constellation ever > you’ll never make satellite internet work > you’ll never make satellite internet fast > you’ll never make satellite internet affordable > you’ll never serve rural customers > you’ll never serve aircraft and ships > you’ll never build a methane rocket engine > you’ll never make full-flow staged combustion work > you’ll never build the most powerful rocket ever > you’ll never build a rocket bigger than Saturn V > you’ll never build it out of stainless steel > you’ll never launch Starship > you’ll never separate Super Heavy and Starship > you’ll never relight Raptor in space > you’ll never bring Super Heavy back > you’ll never catch a booster with Mechazilla tower arms > you’ll never launch 85% of mass to orbit worldwide > you’ll never change the economics of space > you’ll never force the entire industry to copy you > you’ll never win > you’ll never IPO   Congratulations to @elonmusk and the SpaceX team. You did what countless people said was impossible, and you did it time and time again.   Today is your day. You deserve this. May it be a glorious one.
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The private market is no longer pricing "AI startup" as a category. It's pricing specific control points: → Who reduces GPU waste? → Who owns training data that can't be scraped? → Who moves a therapy from model to clinic fastest? → Who finances power when grids are tightening? Capital is chasing scarce inputs — not buzzwords. The founders who understand this are raising. The rest are confused.
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The Art of Time Management
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3 questions every founder should answer before raising: What proof have I earned so far? What kind of money fits that proof? Am I building a venture-scale business — or forcing a venture narrative onto a lifestyle business? Most failed fundraises don't fail because of bad pitching. They fail because the founder answered the wrong question.
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Top 10 AI Courses
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"Take venture money only if you're honest about the game you're entering." Once you raise VC, you're no longer building just for customer love. You're building for timing, scale, follow-on rounds, and investor confidence. Not every business should be a venture business. Know what game you're playing before you accept the first cheque.
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ROOT Cause Analysis
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Oxford Quantum Circuits just closed Europe's largest-ever private quantum computing round — £260M Series C. Oversubscribed. While most founders debate which AI wrapper to build A small group is quietly raising hundreds of millions for physics, quantum, and deep infrastructure. The next decade of returns won't come from the most obvious bets. It'll come from the ones that looked too early.
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Angel Investors Vs Venture Capital Vs Private Equity Vs Strategic Investors
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World's most Cash Rich Companies
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Transform Your Trading Game with SensaMarket! See what the smart money sees in real time. SensaMarket combines institutional-grade data, an intuitive dashboard, and AI-driven tools to give every trader an edge. Whether you're a retail investor or a professional, SensaMarket bridges the gap between raw data and confident decision-making. 🔹 108 Pre-Built Options Strategies across 19 Categories • Real-Time Options Flow Unusual Flow Alerts 🔹 Sector Performance Heatmap & Stock Heat Map 🔹 Institutional Ownership Data — track where BlackRock and Vanguard are moving 🔹 Congress Trading Tracker — avg return of 455% on disclosed trades 🔹 Max Profit / Max Loss Visualizer for every strategy 🔹 Paper Trading — test before you risk real capital 🔹 Seamless Execution with Integrated Brokers Get your Free Trial Here - sensamarket.com/
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Zoheb | Building SensaMarket retweeted
Transform Your Trading Game with SensaMarket! See what the smart money sees in real time. SensaMarket combines institutional-grade data, an intuitive dashboard, and AI-driven tools to give every trader an edge. Whether you're a retail investor or a professional, SensaMarket bridges the gap between raw data and confident decision-making. 🔹 108 Pre-Built Options Strategies across 19 Categories • Real-Time Options Flow Unusual Flow Alerts 🔹 Sector Performance Heatmap & Stock Heat Map 🔹 Institutional Ownership Data — track where BlackRock and Vanguard are moving 🔹 Congress Trading Tracker — avg return of 455% on disclosed trades 🔹 Max Profit / Max Loss Visualizer for every strategy 🔹 Paper Trading — test before you risk real capital 🔹 Seamless Execution with Integrated Brokers Get your Free Trial Here - sensamarket.com/
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Zoheb | Building SensaMarket retweeted
World's most Cash Rich Companies
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What's the difference between VC and Angel investing? Angels invest earlier — often before product, sometimes before team. VCs come in after you can show some signal — traction, revenue, retention. Angels write smaller checks and rarely take board seats. VCs write bigger checks and often want one. Know who you're pitching before you walk into the room.
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In June 2026, glossy pitch decks are falling flat. Investors are asking harder questions: → What's your burn rate? → What's your retention? → What's your moat? → When do you exit? The market still funds ambition. But now it demands proof first. Story without traction isn't a fundraise. It's a wishlist.
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The Cost of Timing the Market
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Zoheb | Building SensaMarket retweeted
Wait. Google is paying SpaceX $920 million per month for GPUs? Google. The company that builds its own TPUs. That runs one of the largest cloud infrastructures on earth. Is renting 110,000 Nvidia GPUs from a rocket company. I'm honestly not sure what to make of this. Either Google's AI compute needs have gotten so massive that even they can't build fast enough. Or SpaceX has built something in AI infrastructure that nobody was paying attention to. Or both. $920M a month. $30B over the contract. Whatever is happening behind the scenes at these companies is moving way faster than what we see publicly.
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
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