Ray

@dale_vaz @Sahi_HQ I wish someone would create a market for options instead of just being a broker. For example big stocks like groww , you can’t even buy options , what’s the point of having “one of the largest capital markets” if you can’t even hedge your position on a 17b dollar company

We just wrapped our annual performance review at Sahi. Nobody got promoted. And we love it. @Sahi_HQ is 2.5 years old, and we've consciously avoided internal job levels and fancy designations. Every engineer is a "Software Engineer." Every PM is a "Product Manager." That holds across the company. Having built and led 1000+ people organizations at @amazon and @Swiggy , I carry painful memories of what traditional org structures — levels, titles, ladders — actually do to a company. I've been guilty of it myself. At Swiggy, we created titles and new levels because we had to, as tools to attract and retain talent. It's a slippery slope. Once you anchor people to levels and titles, they start to optimize for them. I call this the "resume-driven development" phase: careers are built around what it takes to get promoted, not what the company actually needs. The machinery around promotions — peer feedback, promo templates, calibration cycles — only deepens it. Employees and managers spend weeks "aligning feedback providers" and "gathering data points." Before long, the promotion process becomes the single most important conversation between a manager and their report. All of this to climb a ladder that was invented to give people a sense of personal growth. After 20+ years of watching it up close, I can say it plainly: promotion culture is broken. It's the opposite of what great companies need to win. Great companies hire missionary talent, trust them with the freedom and opportunity to do meaningful work, and share the rewards through wealth creation. At Sahi, we're holding on to this. Every team conversation is about impact and outcomes, with zero time lost to promotion politics and the Day 2 culture rot it leaves behind. In the age of the AI-native company, the old hierarchies are dead. **Performance Culture >> Promotion Culture**

@Rahul_J_Mathur Top 3 holdings? And any us equities exposure?

Eternal is 16% of my stock portfolio - it is my 2nd largest holding People truly underestimate the moat which has been created with 2.54 crore monthly transacting users, 1.7 crore sq ft of dark store space & 10 Lakh + delivery partners. India is hard: “Addresses are approximate, road infrastructure is always catching up & supply chains run on cash and handshake relationships” The Q4 FY26 results were encouraging - sharing my top 5 takeaways from reading the earnings yesterday:

@Ajain112 How do you define top , these influencers videos get the most conversions ?

Gave my second top content creator a salary of 1 lakh per month, no daily bookings. 24 day working. She started crying on the phone.

@Rahulsainlll @trilok_ydv Absolutely bullshit lol with codex or claude doesn't take more than 10 mins

@trilok_ydv that's what matters the most. starting razor pay is weekly work. doing dodo

dodo: 4% + $0.40/txn razorpay: ~2% dodo math is not matching still open for suggestions. why dodo over razorpay?

@Ajain112 Same script or different variations will you create the videos from script to production or need our input as well

Ok so most of u know I have started a performance video agency where we are doing 50 videos for 50k. We already have 8 clients booked for next month, have space for 2. If u r interested, let me know. This closes on 30th April.

@ganeshsonawane Let’s make a deal try the codex app ,if you find it worse than Claude I’ll deposit you 50k , if not you do vice versa

Claude is miles ahead of any other AI app right now. The number of internal tools our team has built over the past few months is honestly insane, both in depth and detail.

@InvesTradeLearn @morinberg_cfo @thepavelbuchta @thsottiaux @theo Try codex and chatgpt plus/pro been worth it for me

@morinberg_cfo @Rayomand14 @thepavelbuchta @thsottiaux @theo Yeah I feel the same way... I don't pay for Claude (yet) but I've been thinking of paying the $20 per month. Interesting take on Perplexity I'll check it out, it's been long since I use it. I did heard Computer is super powerful

I don't know what they are doing over there, but Codex will continue to be available both in the FREE and PLUS ($20) plans. We have the compute and efficient models to support it. For important changes, we will engage with the community well ahead of making them. Transparency and trust are two principles we will not break, even if it means momentarily earning less. A reminder that you vote with your subscription for the values you want to see in this world.

@finnstr @rrhoover They charge 2.5% (on their website) and I estimate the fund that they invest in is also around that.

@Rayomand14 @rrhoover How did you get to that? 1+2=3

I just invested in xAI, Anthropic, and OpenAI

@finnstr @rrhoover Yup estimate 5% to go in fees alone per year

@rrhoover Expensive on the fees side. And while they don’t charge carry - carry is charged by the funds they invest in so ROI will be reduced

@rrhoover I don’t like the 20% weight to xai

@ankurnagpal @AngelList @naval How do I work for you , I literally love this so much , being wanted to be a part of something that does is can I please email you

Announcing my new thing: I'm launching a new public venture fund USVC is built by AngelList with @naval shaping our investment strategy in the technology companies building our future And unlike traditional venture funds, everyone can invest along with just $500:

@InvesTradeLearn @thepavelbuchta @thsottiaux @theo Please codex is better

@thepavelbuchta @thsottiaux @theo Because Anthropic has a better model and they are using that to their advantage, on the other hand OpenAI probably noticed how Anthropic has ben taking away many of their customers so they are using this as a strategy to win some back. Unfortunately this can't go forever..

@Quanterty @Gwynne_Shotwell @SpaceX Qwerty can I get 100 bucks I just got hacked and lost it all after 6 years in crypto

What do you think about my Asteroid inspired rocket @Gwynne_Shotwell ?

@snowmaker Would have been 10x bigger if anyone new about this

We had room for 2,000 people at Startup School India. More than 25,000 applied. No Startup School anywhere in the world has ever had this many people apply. Not SF, not NYC, not London. India blew them all away.

Venice AI is now fully supported as a first class provider in Hermes OS. Try out using fully uncensored, private AI in your Agent today! @AskVenice @ErikVoorhees

@seyong So 5 people

fomo BE eng team just got bigger by 66% today 👀 /accelerate

@trekedge Same mine is over 200mb

Pro tip: keep the same thread running as long as you want codex will handle context for you. My oldest thread is 60+ days old and over 59MB

@XtineFang @ThinkingUSD Spill the tea Xtine

@ThinkingUSD well i know the backstory - so it makes sense why hes a generational hater

Star is a generational hater. As a professional hater myself I can’t help but respect his dedication.

@thsottiaux Why didn’t I get reset

I realize yesterday’s Codex reset came in a bit at an unfortunate time given the last one was almost perfectly a week ago. To really celebrate the 3M I’ll reset again tomorrow. Thanks for the feedback!