Vignesh Balaji

@pitdesi @LinusEkenstam @pitdesi link?

@LinusEkenstam I bought one of these for a spare room. It’s awesome.

China makes these "boneless" sofas, packs them in boxes and ship to the US. It might be alarming for IKEA. Logistics costs are plummeting, costs decreasing.

It’s here whether you like it or not! Most of us basically have <12 months to escape the permanent underclass

@dylan522p Bro start an ETF

So many people hated on us for the AWS acceleration thesis a couple months ago And we were right of course Only we can do these calls due to our deep knowledge and inights with core research, datacenter, accelerator, and Tokenomics models. Amazon $AMZN Sales@semianalysis.com

@AskPerplexity @AskPerplexity make a video of Elon and Trump fighting inside a ufc cage, wearing UFC gear

Video generation is now available on Ask Perplexity! 🎥 Tag us with your best prompt and let your creativity run wild

@amitisinvesting $qxo Thesis: Brad Jacobs

What is one stock that you think does not get enough media coverage but is a legitimate company that can outperform the S&P over the next 5 years? On a flight right now & I told myself I would finally watch the Sopranos but I would much rather do DD instead 😂 I speed-watched (it’s like speed reading) severance over the weekend. Good show. Currently reading about $ASML — would love to get other names below and any thesis associated with the names!

@amitisinvesting $ENPH, $ARRY, $NXT solar stocks have been beaten down

I HAVE A QUESTION. What’s the most obvious double to you right now in the stock market over the course of 2-3 years? Part of the reason I began deeply studying $GRAB is because I believe it can double in 2 years. My PT is $10 by 2027. Unfortunately, the hype over the weekend made people think it would double in a week, but that’s obviously not how things work. Towards the end of 2024, I began really trying to figure out what the next play for me would be. $PLTR had done very well, $HOOD did very well, but those plays are not asymmetric anymore. The $GRAB options I have ($7.5/$10 call debit spreads) will 7x by 2027 if the underlying 2x’s. It’s not easy, but at this stage of life and given my current portfolio, it was the most asymmetric bet I could reasonably take on a company I had deeply studied — I would be pretty happy with a 7x in 2 years. Even if the option 3-4x’s in 2 years if $GRAB hits $8 instead of $10, I would be very happy. The reason I made this play is because I think in this market post the 2yr bull run, finding a double is not easy. In 2023: $RKLB, $HOOD, $SOFI, $PLTR and many more doubled/tripled/quadrupled and even 10x’ed from their lows. We’re not in that market anymore. We probably can’t get use to a stock going up 400% in a year. The Mag 7 are great and I own many of them, but they are more cornerstones of a portfolio to lean on vs advancing the portfolio. I don’t think $GOOGL or $AMZN will take my portfolio to the next level, but I do expect a hopeful 15-20% gain from them this year. The Mag 7 are safe, but they won’t easily double either, which is why I began looking to emerging markets and companies that had been essentially left for dead post IPO and that is where I found $GRAB. Again, the fintwit folks who wanted it to 10x in a month likely won’t get that but if they missed out on the 2023 lows of companies that have done incredible well then trying to find one that can 10x in this market won’t be easy. So the question remains…what stock do you think from these prices can double over the course of 2-3 years?

@doomie Lush green field. Camera behind and above a green-cloaked adventurer on a hill. He leaps onto a boulder, causing it to roll downhill. He throws a boomerang that arcs with wind and gravity, returning to his hand, with natural lighting

Got a prompt you want the Veo 2 team to run through the model? Send it here! #veo2

@shivasuri_ @ericvishria @benchmark Congrats @shivasuri_ 🚀

Super excited to announce our $19M Series A led by @ericvishria / @benchmark!! Radiologists play Where's Waldo? with medical images on super-hard mode all day. We're building the first AI Radiology Resident so radiologists work faster and easier. techcrunch.com/2024/11/20/ben…

@mattyp Love the product, it honestly feels like wizardry using it 1. Is there a way to setup API keys before the AI starts building, it often forgets that this is needed and gets stuck 2. Can we have checkpoints so we can verify progress before building the whole thing?

In the two weeks post launch, our AI team has reduced adverse experiences in the Replit Agent by over 80%. If you've been holding out to give it a shot, now is a great time.

The team at @Replit and @amasad have knocked it out of the park with the new Replit Agent. Built this stock analyzer tool (stock-sensei.replit.app) in 10 minutes with <5 prompts 🤯 From now on you are only limited by your imagination!!

@StockMKTNewz WTF happened in 2004?

Nvidia's $NVDA Q2 Revenue and Net Income every Q2 since going public Revenue: 1999: $78M 2000: $170M 2001: $260M 2002: $427M 2003: $460M 2004: $456B 2005: $575M 2006: $688M 2007: $935M 2008: $893M 2009: $777M 2010: $811M 2011: $1B 2012: $1B 2013: $977M 2014: $1.1B 2015: $1.2B 2016: $1.4B 2017: $2.2B 2018: $3.1B 2019: $2.6B 2020: $3.9B 2021: $6.5B 2022: $6.7B 2023: $13.5B 2024: $30B Net Income: 1999: $7M 2000: $23M 2001: $33M 2002: $5M 2003: $24M 2004: $5M 2005: $74M 2006: $87M 2007: $173M 2008: -$121M 2009: -$105M 2010: -$141M 2011: $152M 2012: $119M 2013: $96M 2014: $128M 2015: $26M 2016: $261M 2017: $583M 2018: $1.1B 2019: $522M 2020: $622M 2021: $2.4B 2022: $656M 2023: $6.2B 2024: $16.6B

🤖 Here is a demo of what we've been building for Buildspace S5! Magnify AI transforms your website's search bar into an AI tool where you can ask questions in natural language! DM me to get notified when we launch 🚀 cc @_buildspace @FarzaTV @_nightsweekends

Something I'm tinkering on for N&W S5. Would appreciate any feedback @FarzaTV #buildspace

@Dange_pranav_76 @_buildspace @FarzaTV have you thought about mobile? People use mobile more while traveling compared to web apps. Great idea though, good luck 🙌

Just wrapped up my maiden week of Buildspace Nights and Weekends, and I'm thrilled to share my first idea! 🚀 Check out my slide below. Ready to dive deeper and make this concept a reality. #Buildspace #Innovation #StartupJourney cc @_buildspace @FarzaTV

@hrudayjiji @_buildspace @FarzaTV Trip advisor has a travel planner using AI chat, you could look at it for inspiration. Overall would love to try the product once you build it

I will be working on this for the next 5 weeks #buildspace #nightsandweekends s5. Any feedbacks are appreciated and make sure to leave a like 🫡 cc - @_buildspace @FarzaTV

@pinrentoh @_buildspace @_nightsweekends Sounds fun! I like the gamification aspect of it

Give me feedback! #buildspace #nightsandweekends #s5 @_buildspace @_nightsweekends

@TheDipPatel @SenAlexPadilla @RepDeborahRoss @RepMMM @vkhosla as someone with pull in DC and POTUS, wanna voice your support for your fellow countrymen?

The economic case is clear, the moral case is clear, and it’s common sense. With bipartisan support, this must be prioritized in any executive action consideration. Thank you @SenAlexPadilla, @RepDeborahRoss, and @RepMMM for leading 45 members of Congress on this urgent letter.

@liambolling @Google @liambolling Is there a way to see who won it last time/their demo?

💵 $1,000,000 and a Free Car: Join round two of the @Google Gemini Hackathon! Remember the Gen AI hackathon I judged? Well, we're doing it again, but this time we're giving away $1,000,000 and a custom made car to people who build the most creative ideas using Google Gemini. Why should you join? 👩‍💻 All Virtual: Grab a friend, a laptop and go to your favorite coffee shop. This might be the beginning of your next startup. 📚 Learn and Grow: Join our online community and get support from me, other Googlers or participants. 🏆 Win Big: Take home life-changing money and the coolest car on the block. 📅 Deadline: It’s on your time and due by August 12th. I’m one of the judges! 🆓 No Cost: Gemini API has a free tier so you don’t have to pay a dime. Not a Developer? No Problem! The exciting thing about AI is you can just ask Gemini how to build something. It's like having the best teacher in the world right next to you. What are you waiting for? Grab a friend, brainstorm some creative ideas, and start building. You might be driving the coolest car on the block in the next few months. Need Ideas? Here’s a framework that I use. All good products do one of these: ⏱️ Save time and make things easier 💸 Save money or make money 💃 Entertain people 💛 Help people build relationships 🛟 Help businesses save or make money Now think of existing behaviors in your life. The best products gracefully intertwine with things people already do: ✈️ Things people do every day, month or year like commuting, exersizing, traveling, holidays and celebrations. 🎓 Life milestones like school graduations, moving to a new city, starting a new job or getting married. 🧳 Things people do at work like schedule meetings in the office, take patient notes or find ways to get things done quicker. Now smash these two lists together and think of cool ideas. Here’s a few of mine. 🕵️ Find My App: Use your phone’s camera and Gemini to find your lost car keys or favorite shoes around the house. 🤖 Bad Idea App: Brainstorm seemingly ridiculous product ideas to get your creative juices flowing. 🤝 Meeting Assistant: Super charge your meetings by having Gemini send reminder emails or connect with systems in your job to automate tasks. Share this post with your friends and let's see what amazing apps we can build together! #Gemini #GenAI #Google

Why India needs its own global ratings system: 1.Democracy Index: India ranks at 104. Below Niger (ruled by a military junta, President under house arrest since July 2023). Also below Kuwait (Parliament dissolved last month, because some lawmaker insulted the Emir) 2.Happiness Index: India ranks at 126. Pakistan is at 108 (broke, overrun by terrorists). India is also below Myanmar (coup, civil war), and war-hit Ukraine & Palestine! 3.Press Freedom Index: India ranks at 161. Taliban’s Afghanistan is at 152. Pakistan too ranks above India, as do the UAE, Brunei, Somalia and Uganda.

Someone asked me about what's wrong with kids of legal immigrants who are aging out. This gut wrenching testimony of Athulya made everyone cry. Please share this with anyone who asks you what's wrong with "just waiting" Thanks @ImproveTheDream for highlighting these 🙏