Sheel Mohnot

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Sheel Mohnot

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 Katılım Mayıs 2007
3.5K Takip Edilen192.1K Takipçiler
Sheel Mohnot
Sheel Mohnot@pitdesi·
@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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Pablo A. Penietzsche
Pablo A. Penietzsche@PabloPeniche·
I can't believe this Getty mansion is still for sale. $5M in Berkeley.
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Alex
Alex@marlantes·
@pitdesi @signulll Honestly pretty clever counter positioning for the first to do it. I wonder what other industries this could work in (rhymes a bit with Costco and Amazon prime)
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signüll
signüll@signulll·
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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gary leff
gary leff@garyleff·
@pitdesi @signulll That chart isn't actually accurate. Cobrand revenue isn't the same as profit even though it is high margin. Delta and United actually did make some money flying passengers. The carrier closest to what the poster describes is JSX.
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Todd Miller
Todd Miller@LasVegasTodd·
@pitdesi @signulll This is not accurate. Its counting CC revenue as without cost, which it is not. Same with cargo.
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Sheel Mohnot
Sheel Mohnot@pitdesi·
@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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Ross 🛩️
Ross 🛩️@MIAviationKing·
@pitdesi @signulll Airlines can be profitable without CCs. Sun Country (may they be missed), had the highest operational margin (double digits!) in the country. These airlines are Too Big to Fail. Sound Familiar?
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Sheel Mohnot
Sheel Mohnot@pitdesi·
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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Sheel Mohnot
Sheel Mohnot@pitdesi·
@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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signüll
signüll@signulll·
@pitdesi i’m curious the unit economics here. is it just not possible to be profitable without cc’s??? i’d pay up to 2x for consistent beautiful experience.
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Sheel Mohnot
Sheel Mohnot@pitdesi·
@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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Antoine Levy
Antoine Levy@LevyAntoine·
@pitdesi Doctor training is not instantaneous in Canada or Sweden, so you need to subtract the opp cost there too.
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scoopdiddyoop
scoopdiddyoop@scoopdiddy1·
@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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Gaurav Ahuja
Gaurav Ahuja@gauravahuja·
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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Sheel Mohnot
Sheel Mohnot@pitdesi·
@devahaz It’s batshit crazy that they still don’t accept them.
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Deva Hazarika
Deva Hazarika@devahaz·
@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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Moses Kagan
Moses Kagan@moseskagan·
@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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Sheel Mohnot
Sheel Mohnot@pitdesi·
lol this got some ai generated community note that transposed numbers
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Sheel Mohnot
Sheel Mohnot@pitdesi·
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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Sheel Mohnot
Sheel Mohnot@pitdesi·
@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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Antoine Levy
Antoine Levy@LevyAntoine·
@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
Sudha Lakshmi@sudha_lakshmi·
@paulg @pitdesi You might well be right about Chinese vs Indian. My guess is "East Asians" in this study included Southeast Asians like Cambodians, Laotians, Hmong etc, some of whom count as underrepresented minorities. Hard to think of South Asians who are treated this way.
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Sheel Mohnot
Sheel Mohnot@pitdesi·
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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Joshua
Joshua@tangojoshua·
@paulg @pitdesi No its cuz East Asians have more legacy admits so a statistical error East Asians are more discriminated against and Indians probably used DEI “brown” label to get ahead
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Randall Temple
Randall Temple@randalltemple·
@pitdesi I wonder how much of the difference is our malpractice laws and associated insurance cost?
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Keşfet

@PabloPeniche @marlantes @signulll @garyleff @LasVegasTodd @MIAviationKing @LevyAntoine @scoopdiddy1