Sameepa Shetty

So excited to be part of this!! @Work_bench kudos on bringing together this event which can now be a virtual learning experience for anyone interested in the #Enterprise tech #software ecosystem! Have specific Qs for @digitalocean's @yanceyspruill? I'm all ears!

Anthropic Just Did What OpenAI and Google Haven't. And It's More Significant Than the Headline Suggests. linkedin.com/pulse/anthropi…

Check out my latest article: Translating the Invisible Race: 5 Ways Apple TV Can Revolutionize F1 Storytelling for the 2026 Era linkedin.com/pulse/translat… via @LinkedIn

@MoCA_GoI .@IndiGo6E My 5PM deadline passed w/ NO update. @MoCA_GoI has intervened, yet you remain silent on PNR:O4J57F. This involves ₹1 LAKH cash & docs from Seat 11B, 6E865. I need answers from Mangalore Station Mgr NOW. This is a security failure. #IndiGo #AirSewa

@sameepa Dear Sir/ma'am, We have shared your concern to the concerned airlines for the further processing. Regards, Ministry of Civil Aviation

.@IndiGo6E NO response on PNR:O4J57F. Left pouch w/ ₹1 LAKH cash & docs in Seat 11B, 6E865 (Navi-IXE) Feb 27. Need urgent CCTV & cleaning crew audit. Disappointing ground support. Escalating to @AirSewa @MoCA_GoI @Mangalore_Arprt @JM_Scindia if no update NOW. #IndiGo #Travel

In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently would pound around the SSG office, loudly and enthusiastically asking people “who is going to make us some money today?!” When I asked another SSG alum about Alan, he said his main memory was his remarkable nose for talent. Once, the smartest guy at SSG (which is saying something) was a mere entry level associate, 6 or 7 rungs in the hierarchy below Waxman. But, Waxman immediately recognized the raw talent and was joined to this associate at the hip. Under Waxman and his team, SSG produced an insane (so insane I can’t quote it!) percent of Goldman’s bottom line. In creating Sixth Street with his partners and team, he sought to recreate and expand the magic of the SSG days. Here, in his first interview of this type, he shares the entire story. I found Alan to be a singular force. His team is ridiculously talented, and nobody leaves (they’ve never lost a senior person). They’ve even built a unique pool of capital called Tao that sits atop the rest of the firm…tens of billions that can go anywhere and do anything as a permanent pool of money with no restrictions, other than to earn the highest risk adjusted returns possible. Sounds a lot like SSG. This was one of my favorite conversations this year. I hope you enjoy. Face the tiger! Timestamps 0:00 Intro 0:38 The Formative Goldman Sachs Experience 5:58 Unitizing Risk and Return 10:09 Facing the Tiger: Culture and Values 24:55 The Genesis of Sixth Street 34:09 Spotify and Airbnb Investments 37:52 The Flexibility of TAO 41:42 COVID-19: Playing Offense 44:42 Analyzing Risk and Business Models 48:35 Investing in Sports and Live Experiences 54:44 Developing Investment Themes 58:16 Personal Development and Firm Culture 1:19:00 The Future of Sixth Street 1:21:52 The Kindest Thing

Andrej Karpathy's (@karpathy) keynote yesterday at AI Startup School in San Francisco.

India's AI usage --"Jai Jio" 🇮🇳 (a) India is the 2nd largest market for OpenAI’s ChatGPT app 🤯 13.5% of global users of ChatGPT’s mobile app come from India (b) And, more surprising, India is the largest “opt-in” market to DeepSeek 🤯 7% of global users of DeepSeek’s mobile app come from India Note: Russia & China restrict OpenAI ChatGPT usage, hence, India is an “opt-in” country (c) This is a “Jai Jio” moment more than anything else → lower cost per GB internet data has brought 67% of the country online.

"Publishers will be able to choose from over 100 AI-generated voices in English, Spanish, Italian, and French."

AI is eating financial research.

$MSFT Microsoft Q3 FY25 revenue growth by product line [Constant Currency YoY] —Microsoft Cloud: +22% —Azure & other cloud services: +35% —Server products & cloud services: +24% —Microsoft 365 Commercial: +15% —Microsoft 365 Consumer: +12% —Dynamics 365: +18% —LinkedIn: +8% —Xbox content & services: +9% —Search & news ads (ex-TAC): +23% —Windows OEM & Devices: +3%

$META CFO hikes their capex guidance for FY 25: "We anticipate our full year 2025 capital expenditures, including principal payments on finance leases, will be in the range of $64-72 billion, increased from our prior outlook of $60-65 billion"

The share of equities held by people who are at or near retirement age (55+) has climbed to about 80%, up from 60% two decades ago, according to an analysis of Federal Reserve data by Rosenberg Research. Read more: unusualwhales.com/news/individua…

$SAP CEO: "With a share of more predictable revenue of 86%, SAP’s business model remains resilient in uncertain times" CFO: "Q1 marks a solid start to the year in a highly volatile environment."

OpenAI’s reported bid for Windsurf isn’t just about code—it’s about control. Vibecoding shifts power to the app layer, and its starting to chip away at another Microsoft stronghold (Github copilot) Great convo this morning w/ Replit CEO @amasad

Dutch pensions to invest €100bn in risky assets boosting Europe’s defence efforts on.ft.com/4ceWEDd

PE firm Clearlake agrees to acquire and take private Dun & Bradstreet, one of Wall Street's oldest data and analytics providers, for $7.7B including debt (@rngould / Bloomberg) bloomberg.com/news/articles/… #a250330p6" target="_blank" rel="nofollow noopener">techmeme.com/250330/p6#a250… twitter.com/Techmeme/statu…

Finland's President is unbelievably eloquent and has obvious skin in the game — should be one of the leaders on Ukraine negotiations

The new admin followed through on its promise to impose 25% levies on CAN and MEX and an additional 10% on China today, bringing the total costs of these new tariffs to an estimated 160bln on US consumers and biz. That marks the implementation of just over 40% of the plans.

In an increasingly financialized economy there is a tighter connection between rising asset prices and economic strength. The 3Q24 and 4Q24 data were supported by the long rally in '24, but that has fizzled in the last couple months and with it economic conditions lately.