Niel Pal

@AnthropicAI is raising $30B at a $900B valuation 🤯 @patrick_oshag just sat down with their CFO Krishna Rao on @InvestLikeBest — one month after they hit $30B ARR. I built a study guide off the transcript so you don't have to take notes. iltb-krishna-rao.vercel.app

@aakashgupta Pretty insane to think about. And at the same time, this gives me hope that I can create generational wealth if I go about my career and life properly.

The spreadsheet math on this is brutal. She left roughly $54 million on the table. Yet she probably just made the best financial decision of her life. $1M in an S&P 500 index fund at age 20 compounds to approximately $58M in inflation-adjusted terms by age 80. The historical real return is about 7% annually over 97 years of data. Her annuity pays $52,000 a year. Over 60 years that totals $3.1M. The gap is 18x. Every finance account in these replies will tell you she's wrong. The compounding math is clear. Take the lump sum, put it in VOO, don't touch it for 60 years. The Certified Financial Planner Board says roughly a third of lottery winners declare bankruptcy within five years. Illinois court records show 28% of winners who won $50K or more went bankrupt in the same window. The average winner spends 60% of their winnings on family and friends in the first two years. She's 20. Peak impulsivity, minimal financial literacy, and every person she's ever met just found out she has a million dollars in her checking account. The $1M doesn't go into a Vanguard account. It goes into the most socially pressured spending environment a human being can occupy. $1,000 a week is a permanent $52K salary, tax-free in Canada, that arrives whether she makes good decisions or catastrophic ones. Can't be drained by a partner. Can't be lost to a scam. Can't be "invested" in a cousin's restaurant. Shows up every Friday for the rest of her life. The spreadsheet says lump sum by 18x. The data on what actually happens to people who receive $1M at 20 says she just bought the most expensive insurance policy in lottery history, and it was worth every dollar she gave up.

@Jayyanginspires I live here and it's been a magical experience. Winter can be rough, but you're more than well-prepared coming from Chicago.

NY is a magical place. I feel called to it.

@tanmaigo @levie Any suggestions for training to be an FDE? I'm currently an SDR, but am building w CC and Codex after work and each weekend.

I was very FDE pilled last year but I ran into problems that were hard to solve. The problem was capturing and maintaining “shared context”. It’s spread across multiple peoples, changes every day and hence is prohibitively expensive to capture. And this shared context capture and continuous curation is the heart of a good AI assistant/agent/coworker. And so in the here and now, I’m unsure that FDEs will be able to fix the last mile that they were brought in to fix.

I’m fully forward deployed engineering pilled specifically because AI simply is not the same as software. In software, you deliver a stable piece of technology to a customer and they adopt it and that’s that (extreme over simplification). In AI, you’re delivering something that is constantly evolving both due to the nature of the new capabilities and best practices that emerge, but also because the underlying models change so much that they can meaningfully change the workflow as a result of their upgrades. For this reason it’s far more logical that one vendor can share best practices across thousands of companies more efficiently than every single company can learn and manage these best practices themselves. Further, the learnings from those customers should go right back into the core product as a result. As we go from chat systems to anyone can relatively easily adopt to agentic systems that require more meaningful efforts to manage and update, the FDE model (or equivalent) essentially becomes a core competency for anyone deploying AI at scale.

@techsaleshackz scale?

For my SDR lads in NYC & SF I recently brought on one of the fastest-growing tech companies of all time Helping them hire a handful of SDRs in each city Incredible opportunity to land at one of the best names in the industry DMs are open

@AnthropicAI is raising $30B at a $900B valuation @patrick_oshag just released an episode with their CFO Krishna Rao — one month after they hit 30B arr. I built a study guide off the transcript so you don't have to take notes: iltb-krishna-rao.vercel.app

@can @jhanikhil This is actually so true haha. Fwiw, I think moving to NYC for dating option and more dating options is totally valid. NYC has a great tech scene (less than SF tho) with a lot of really interesting companies like Modal set up out here.

@jhanikhil ai pilled

when a dude from sf moves to nyc, 99% of them will make up a reason like diversity of people but they are all lying. it’s dating. it’s always dating.

@kushalbyatnal Have you guys looked into Snowflake or Databricks optimization?

startup milestones: - first paying customer - first hire - first $1M ARR - first Datadog cost optimization project every startup's necessary rite of passage

@RentYourStocks @Budgetdog_ Interesting! I'm looking to lose about 10 pounds of fat without losing muscle mass. Was thinking of trying out some peptides, but not sure what would be best.

@Budgetdog_ Thank you! Lost another 8 lbs but I wasn't trying. Really need to keep it steady. Been focusing on eat a ton the last month but it just keeps coming off.

Peptides are crazy. I worked with a natural doctor to get mine that aligned with all my testing I did. Three weeks on my new protocol and my strength/recovery has exploded. Highly recommend.

@petergyang @mtja2020 Love seeing tech people get more into fitness. It truly is a value-add.

@mtja2020 Eat it every morning

@nic_detommaso @abhishek__AI @grok I'm assuming these are companies that recently raised and surpassed 1b valuation? I wonder how the percentages would change if we looked at the past 2 or 5 years.

@abhishek__AI @grok None from OpenAI in this batch!

The next $1B company will probably be founded by someone sitting in a SpaceX office right now. I tracked EVERY founder at the last 50 newly minted unicorns in the U.S. Then I mapped where they worked before they started. The results: Google → 7 unicorn founders SpaceX → 5 Apple → 3 Microsoft → 3 Amazon → 3 Tesla → 2 Uber → 2 Outside of where they previously worked, here are some other patterns I saw: SpaceX founders are not build SaaS (surprise). They build hypersonic aircraft (Hermeus), autonomous flight systems (Reliable Robotics Corporation), and satellite constellations (Astranis Space Technologies). Google founders are going wide. Analytics (Omni), mental health (Grow Therapy), cybersecurity (TENEX.AI), AI sales (Rox). The crossover founders are the most interesting. Robert Rose worked at SpaceX, Tesla, AND Google, then built Reliable Robotics. Parag Agrawal was CEO of Twitter, now building Parallel Web Systems, an AI web infrastructure company. Couple more things: - 5 of these founders went through Y Combinator. - Several hit $1B in under 2 years. - Sequoia Capital backed 9 of the 50. Long story short - the unicorn founder pipeline isn't random. It's predictable if you're watching the right people at the right companies. Data: Harmonic. Get a demo → harmonic.ai/try #HarmonicPartner #venturecapital

@steph_palazzolo @anissagardizy8 Goddamn, @modal is absolutely ripping

Inference provider Modal is raising new funding at a $4.5B valuation, as its annualized revenue grows to ~$300 million. Much of that growth has been driven by its sandbox offering, used by AI agents. w/ @anissagardizy8 theinformation.com/articles/start…

@techsaleshackz Any tips for transitioning to FDE from SDR?

FDE Role will only continue to grow Technical background/fluency + ability to communicate well is where u want to be Lesson in there for those of us in Tech Sales

@Trace_Cohen You should mark if something is cash-only.

It's actually all here for free! What am I missing!? valueaddvc.com/nyc-cheap-eats

NYC is expensive, eating doesn't have to be I built a free directory of 170+ deals across the city > $1 oysters, dollar slices, hidden prix fixe lunches at Michelin spots, late night eats etc > filters for price, borough, open right now, and today only Comment "FOOD" for link

@TheRealAdamG @ivanburazin Yea gpt has been awesome lately

@ivanburazin Have you tried GPT-5.5 or Codex?

I don't think OpenAI will come out on top in the coming years. Being first doesn't mean you last forever. By trying to be aggressive with growth and revenue, they have clearly overpromised, ventured into everything at once, and gotten distracted. They launched a bunch of products and experiments. None of them survived except ChatGPT. Meanwhile, ChatGPT itself hasn't changed in a year. Models feel lazier due to token optimization. Responses are also shorter and less thorough. Anthropic, on the other hand, stayed focused on coding. Coding became general purpose agents, and now they're clearly winning that market. But this also feels counterintuitive, since consumer-facing applications usually win out in the long term. - iPhone vs BlackBerry - GitHub vs GitLab - Apple vs IBM Common logic says whoever owns the end customer can move upmarket more easily than enterprises can move down. OpenAI still owns most of the consumer mindshare through GPT. In most countries, the average person hasn't even heard of Claude. But they're squandering away this massive advantage + the initial headstart.

@TradexWhisperer Would you pick DRAM or MU? Worried that SK exposure would lead to slowed gains

$MU $SNDK $DRAM Sam Altman just said “Infinite Memory” matters more than Smarter AI Reasoning. Memory is not a feature. It is the foundation of superintelligent AI. I have been saying structural paradigm shift since $62. If you did not believe me then, maybe you will believe Sam Altman now. Today's AI including GPT 5.2 is already strong at logic. The bottleneck is what Altman calls short-term amnesia. Every session resets. Context is lost. The AI starts from zero every single time. His vision for what comes next is an AI that builds a lifelong contextual map of every user. Proactive. Persistent. Improving every day without being asked. He called it the missing piece for AGI. "No human has infinite perfect memory. And AI is definitely going to be able to do that." "Right now memory is still very crude, very early. Once AI can remember every granular detail of your life including preferences you never explicitly stated, it will be super powerful." So how do we solve short-term amnesia? More and better HBM, DRAM & NAND.

what if everything goes right

@natolisnuggets @andruyeung Why? Williamsburg is a great spot

@andruyeung That’s a shame

AI is taking over Williamsburg. 42% of the companies in this new Wburg office complex are AI companies (22/53). It’s called The Refinery at Domino. They even host a monthly AI Demo Day at the building that draws hundreds of people and have an Equinox fitness club on-site.

@chromeheartcat @NathanForYouOoC That place is disgusting lol.

@NathanForYouOoC by far my favorite dive in brooklyn

in NYC for the first time and passed by a legendary location 🐊

@StealthChain @MarketMatrixs Think it's still worth buying DRAM? I'm bullish, but I do feel some FOMO for missing out earlier.

@MarketMatrixs - $Sandisk 2000$ MU- 1300$ DRAM ETF- 80$

Are there any predictions out there for what price $SNDK, $MU, and $DRAM will finish at by the end of 2026? $2,000 and $1,000? Higher? Lower?