Parth Jayaram

@RobinhoodApp - simple change to portfolio view that allows investors to look at how each position is contributing to portfolio level performance - agent builder that allows for always on agents monitoring for things like SEC filings/earnings events to trigger downstream tasks - a good API

You’re a Robinhood PM for 24 hours. What are you shipping first?

Some real innovation finally coming to the primary research space! @S_Kadakia @rloney11 brought their A game here 🚀

Introducing Qualitate. AI built for primary intelligence.  Qualitate conducts thousands of expert discussions each month, delivering structured intelligence for the world’s leading investment firms and enterprises. Here's how:

We released Claude Opus 4.6 just two months ago. Today we're sharing some info on our new model, Claude Mythos Preview.

This Novak Djokovic piece by Billy Oppenheimer is one of the best I've ever read. "Days after a quarterfinals loss in the 2010 French Open, Novak Djokovic told his coach, Marian Vajda, that he had decided to quit playing tennis. He was No. 3 in the world, a grand slam winner, and a favorite to win Wimbledon. After Djokovic said he was quitting, Vajda asked, “Why did you start playing this sport?” Vajda immediately sensed what the problem was: Djokovic was focusing too much on rankings, records, titles, and external expectations. As a result, Djokovic said, “I was mentally at one very messed up place.” As Djokovic thought about Vajda’s question, he thought about how many of his earliest childhood memories include his “most beloved toy”—a mini tennis racket and a soft foam ball. He started playing tennis, answering Vajda’s question, “because I just really loved holding that racket in my hand.” “Do you still love holding a racket in your hand?” Vajda asked. Djokovic thought about it for a few seconds, got excited, and said: “I do. I still love holding a racket in my hand. Whether it’s a grand slam final on center court or just playing around on a public court, I like playing for the sake of playing.” Vajda nodded, “Well that’s your source. That's what you need to tap into. Put aside rankings and what you want to achieve and what you think others are expecting of you.” Vajda then suggested that Djokovic take a few weeks off. Djokovic agreed that he would. But when he woke up the next morning, Djokovic was dying to hit tennis balls. He went to the courts to play for the sake of playing. “And I never looked back ever since that moment.” The following season, Djokovic enjoyed one of the greatest seasons in sports history. He won 43 straight matches. He won three Grand Slams, including his first Wimbledon title. And he finished the year as the number one player in the world. “I started to play freely,” he says of that season. “I became the kid that I was when I started playing.” Takeaway 1: There's a word for being like the kid who does something for the sake of doing it: Autotelic. From the Greek "auto" (self) & "telos" (end)—an Autotelic is "someone or something that has a purpose in, and not apart from, itself." As opposed to someone who focuses on rankings, records, titles, and external expectations—for an Autotelic. ”The work is the win,” as Ryan Holiday once told me. Since you control the effort more than the outcome, “Ultimately, you have to love doing it,” Ryan said. “You have to get to a place where doing the work is the win and everything else is extra.” Takeaway 2: When reading about Autotelics—people who describe their work as play, who simply seem to love what they do—a common mistake is to think that it’s all bliss all the time. One of my favorite Autotelics is the legendary skateboarder Rodney Mullen, who is in his 50s and still skateboards every day. “There are days,” Rodney said, “where you don’t want to go out. Or it hurts. Or you’re sore. Or you just suck—you're not making progress, and you feel defeated...But that's the nature of love—it's got hate in there, it's got pain in there. And that’s what draws you in, that's the magnetism.” At one point during the recent Wimbledon final, Djokovic angrily smashed and shattered his racket. And after losing the match, he admitted that it will take him a while to get over the loss. That’s the nature of love—it’s got hate in there, it’s got pain in there."

@GatorsDaily @ronbansal

ITS FLAT FUCK FRIDAY ROLL THE CLIP

@schachere_ The genre could use a recession ngl

Tech house is a zero interest rate phenomenon

@Sakshiisanerd @ronbansal @ronbansal you are at the office stop retweeting

narayan murthy’s favourite cricketer

@GatorsDaily @ronbansal

ITS FLAT FUCK FRIDAY ROLL THE CLIP

@nidmarti Nice to see you tweeting again - radio silence had me worried

@Rebrand_As_Y AWS?

became the first country in the world to reach the south pole of the moon and that too on a lower budget than interstellar. iconic day in indian history, so proud of everyone at @isro #Chandrayaan3

@nidmarti Revenues don’t really grow anymore and they basically buy the living daylights out of their own stock to flatter EPS growth. E not really growing, S shrinking. AAPL is a dinosaur and we all know how that ended…

@twishpats Exciting!

a digital flower 💿 full artwork tomorrow!

Go @twishpats you ⭐️!!

@GatorsDaily @ronbansal

ITS FLAT FUCK FRIDAY ROLL THE CLIP

@nntaleb Jason wants to speak to the manager.

@dalibali2 Simple logic is that you have a captive audience for both apps - UBER said on their 4Q call that they get more delivery customers from their rideshare app than they do from all performance channels combined at 1/4th the cost.

People closer to Uber will prob have a better sense. But isnt putting ride share together with food delivery effectively competing with each other vs. synergistic?

@ronbansal I h u