@mongstradamous @signulll Yup those could work but not become very large
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Sheel Mohnot
51.6K posts
Sheel Mohnot
@pitdesi
I write my own tweets. politically centrist, abundance minded. Work: @btv_vc, leading pre/seed rounds in fintech & vertical AI
San Francisco, CA Joined Mayıs 2007
3.5K Following192.1K Followers
some rich billionaire, can you please create an airline that will destroy every other airline?
- charge fair straight forward premium prices
- optimize for comfort, food, & premium experiences.
- fuck the rewards, credit cards, & points. just clean beautiful experiences.
maybe acquire few airlines to do it for gate access.
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@loobah_l @_ZachGriff @united Good q! My guess is safety and weight:
Plastics and LEDs are light and not flammable and easier to maintain. And grey/blue hides stains well. And there are only a few manufacturers.
I love the old air India cabins.
We’ll never see them again.
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@_ZachGriff @united @pitdesi - qn for you. Why do airplanes (even private planes) look so distinctly ... airplane-like? is there an engineering aspect to the windows? why doesn't someone kit theirs out to be warmer colors, softer textures, etc?
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New: @United just put its swanky Polaris Studio on sale, and the price might surprise you.
This is the airline's most spacious biz seats with companion seats, 27-inch 4K TVs, exclusive PJs + amenities, and caviar service.
You'll find 8 of them on the Elevated 787 Dreamliner.
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@PabloPeniche It sold last year but has a TERRIBLE layout. You have to go outside to go from one bedroom to another. It’s meant for hosting rather than living
x.com/pitdesi/status…
Sheel Mohnot@pitdesi
We checked out an interesting house in the Berkeley hills today. It wasn't for us but might be for you! 4k sf, $5M, owned by the Getty's (WHY?) so it is immaculate. It's cool & quirky, indoor/outdoor vibes, and would be good for folks who like to entertain but don't have kids.
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I can't believe this Getty mansion is still for sale.
$5M in Berkeley.
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@LasVegasTodd @signulll Thanks- do you have the data? Wonder what the costs are on CC revenue
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@MIAviationKing @signulll Yeah if you fly customers who fly only a couple of times a year and are super cost conscious you can build a business here.. they don’t care about loyalty, you get charter biz and in the case of sun country also fly a lot of cargo
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The president of the United States is selling a pair of shoes for $180k in Saudi Arabia, and posting about it on social media
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@signulll Are you going from 3-3 to 2-2 on a 737? Or just E+?
I don’t think many would pay 2x for E+ seats
I just don’t see the opportunity.
JSX makes sense bc the fly old planes to private airports on high margin short flights (and they aren’t unionized)
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@LevyAntoine Huh? It takes 4-5 years longer to become a doctor in the US than it does in Sweden
This is about the delta
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@pitdesi Doctor training is not instantaneous in Canada or Sweden, so you need to subtract the opp cost there too.
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The average physician in the US makes $458k. In Canada, $195k. In Sweden, $115k! These are PPP adjusted
nber.org/system/files/w…
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@signulll this is Delta already? they're pretty premium and invest loads into sane customer service stuff and the rewards and credit cards aren't at all necessary. even rich ppl find that stuff enticing
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@gauravahuja Publics are cheap even after considering cannibalization
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One of these two groups is mispriced
Private AI labs: OpenAI valued around $840B, Anthropic north of $600B on secondaries. Both at 30x+ ARR.
Public giants: Microsoft at ~$3T on 23x forward earnings. Amazon at ~$2.3T on 28x.
Microsoft likely owns ~25% of OpenAI. Amazon likely owns ~15% of Anthropic and ~5% of OpenAI
If private investors are pricing these labs for a $5T+ venture-style outcome then…
Microsoft’s implied stake in a $5T OpenAI is $1.25T embedded inside a $3T company. Amazon’s combined stakes embed roughly $1T inside a $2.3T company.
Publics too cheap on Al exposure? Or privates/secondaries in bubble territory? Which breaks first?
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lol even the Trumps are doing agentic payments
Donald Trump Jr.@DonaldJTrumpJr
AI agents that can reason but can't pay for anything are just expensive interns. Today @worldlibertyfi shipped the infrastructure to fix that. AgentPay SDK, open source, self-custodial, policy-first. Built on USD1. Your agent. Your keys. Your rules. Check it out: agentpay.worldlibertyfinancial.com
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@pitdesi Just read up on this. Apparently their lawsuit settlement required them to be test free 2021-2025. Iirc stuff from ivies, MIT, Caltech showed test scores to be predictive of student success and also help low income student acceptance. Seems likely would be same for UC cohorts.
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Downstream impact of this on UC schools is bound to be bad
I can’t believe they STILL don’t accept standardized tests!
i/o@avidseries
In 2024, this 91% non-white high school in San Francisco had a higher acceptance rate at Berkeley than most of the top-rated high schools in the state. Math proficiency: 7% Science: 6% Graduation rate: 76% How did this happen? Answer: Antiracism.
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@pitdesi I regard the fact that they're not taking standardized tests as prima facie evidence they are breaking the law
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lol this got some ai generated community note that transposed numbers
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A large part of this is because doctors in the US are in way more debt, in part because we make them do an unnecessary undergrad degree
x.com/pitdesi/status…
Sheel Mohnot@pitdesi
We make future doctors and lawyers spend 4 extra years (and $$$) on unrelated random degrees before their actual training. That’s why they graduate older, in debt, and need higher pay than anywhere else. If I were in charge, we’d have direct-entry med/law from high school!
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@LevyAntoine I’m surprised that a Berkeley economist doesn’t understand opportunity cost or time value of money.
US doctors have gone through 4 years of training when they could have been earning. That’s $1.8M on top of the $250k. Then time value of money… NPV of $10M over time is $5M
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@pitdesi Average debt at graduation for doctors in the US is slightly less than $250k, so no, definitely not "a large part" of a differential that would represent roughly $10 million over a 30 year career.
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@sudha_lakshmi @paulg There are so few of those that it makes no difference in the data.
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It is harder for Asians to get into top colleges than other races, but it is much harder for South Asians than East Asians.
Werner Zagrebbi🇦🇿@zagrebbi
The famous SFFA case treated Indians and East Asians as a single group. This masked significant heterogeneity: It's way harder to get in if you're Indian! In Columbia's internal admissions database (h/t @cremieuxrecueil), East Asian applicants had a 41% lower odds of admission than equally qualified White applicants, whereas South Asian applicants had 63% lower odds.
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Wow. Jeff Bezos is raising a $100B fund to buy manufacturing companies and automate with AI.
wsj.com/tech/jeff-bezo…
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