

Updated portfolio. $TSLA and $NVDA stable but $AVGO is catching up!
Osman Sarood
5.2K posts

@osarood
PhD in Supercomputing. Startup Software Engg. $TSLA, $NVDA, $AVGO investor since 2018. Ultra marathoner who loves to push limits


Updated portfolio. $TSLA and $NVDA stable but $AVGO is catching up!


@AdamLowisz It should be able to do a good analysis today. Grok outputting files in different formats is coming next week.


I didn’t think this would stimulate as much conversation as it did. Most people are okay with waiting 10-15 minutes for 10-20% charge because it gives them a chance to grab food, use the bathroom, etc. Does Supercharging need to be as fast as pumping gas?

exciting things at cursor coming soon 🎻





@pbeisel I am a huge admirer of Nvidia and Jensen btw. That market cap is well-deserved. SpaceX AI and Tesla expect to continue ordering Nvidia chips at scale.


Rippling launched its AI analyst today. I'm not just the CEO - I'm also the Rippling admin for our co, and I run payroll for our ~ 5K global employees. Here are 5 specific ways Rippling AI has changed my job, and why I believe this is the future of G&A software. 🧵 1/n


Recent earnings call, Aneel Bhusri of Workday says startups with AI agents are "parasites" This is what system of record incumbents really think of startups. The war is just beginning. The facts: the user data belongs to the users, not the incumbent software vendor.

Been playing with @Rippling AI this week. Typed in: "I'm trying to plan an offsite for the team sometime in 2026. Suggest windows of times when the least amount of vacations are taken (based on historic data) and are spaced outside of national holidays and school holidays in the Bay Area." Got a bunch of windows, instantly, from live data. Software in the AI era is great!

Rippling launched its AI analyst today. I'm not just the CEO - I'm also the Rippling admin for our co, and I run payroll for our ~ 5K global employees. Here are 5 specific ways Rippling AI has changed my job, and why I believe this is the future of G&A software. 🧵 1/n


Meet the new Stitch, your vibe design partner. Here are 5 major upgrades to help you create, iterate and collaborate: 🎨 AI-Native Canvas 🧠 Smarter Design Agent 🎙️ Voice ⚡️ Instant Prototypes 📐 Design Systems and DESIGN.md Rolling out now. Details and product walkthrough video in 🧵