Suhrut Panda

175 posts

Suhrut Panda

Suhrut Panda

@suhrutpanda

Panda...Giant Panda!

KL Katılım Mayıs 2009
600 Takip Edilen248 Takipçiler
Anshumani Ruddra
Anshumani Ruddra@baboonzero·
This is my third trip to Boston (and Harvard Business School) in 18 months. I don't have very expensive tastes. I spend on my family and I spend on education. (Google's very generous learning budget also pays for a big chunk of these executive education programs.) And I absolutely love being on a college campus - and learning from phenomenal teachers. Carving out time annually for learning is the best thing I have done for my mind and soul. There is learning by doing and there is learning on the go. But in addition to these one does need to be in front of a great teacher along with an inquisitive cohort of students. I have an intense week of studies ahead of me - almost 9 hours of classroom sessions every day, prep for 3-4 case studies for the next day and spending time with a study group. To me - this is the perfect holiday - especially given my work and teaching load in the months ahead.
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Suhrut Panda
Suhrut Panda@suhrutpanda·
@treiner5 Thank you so much! Can you consider adding other Investor presentation like when cos present at GS Communacopia or JPM Tech days etc.? (with transcripts etc.)
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Thomas Reiner
Thomas Reiner@treiner5·
I've had a personal tool for awhile that summarizes earnings call transcripts and I decided to productize it into a website: transcripts.platformaeronaut.com It's been good training on data ingestion, coding, LLMs, and structuring data feeds and APIs. Most importantly I think it's actually useful. Let's take $UBER for example, I have auto-flowing and summarized transcripts as well as historical price data with overlays for stock performance after earnings events. Most interesting within each summary is the Q&A summary which helps digest and quickly get you the relevant details discussed: When you have a full data feed of transcripts and clean them up you can start doing cool analysis across quarters and companies. One example I've put in the statistics page is an analysis of how often an executive is evasive, partially answers, or directly answers Q&A: There's going to be 10x more analysis I can do so this is just the start. One entertaining bit is the inverse and look at which analysts on the street ask questions that most often result in evasive answers from management. Still some data clean up to do here but entertaining to start. 👀@baker_never_y For now I've gated the AI Summaries and Presentations to free subscribers to my substack. If you're already a subscriber just enter your email and you'll get a magic link to login where you can view everything and add a watchlist with email alerts for transcripts and summaries. If you're not a subscriber it's free, just sign up for platformaeronaut.com and you'll be enabled to login immediately via magic link. Part growth hack and part just wanting to get something out of the effort 🤷‍♂️ Tickers added with full AI summaries so far include $AAL $AAPL $ABNB $ADBE $ALGT $AMZN $APP $BKNG $CART $CRM $DAL $DASH $DLVHF $ETSY, $EXPE, $GOOG $GRAB $JBLU $LUV $LYFT $MDB $META $NOW $PINS $RBLX $RDDT $SHOP $SNOW $TOST $TRIP $TSLA $TWLO $U $UAL $UBER $ULCC $WDAY and there's a ton more I'm adding.
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Anshumani Ruddra
Anshumani Ruddra@baboonzero·
Finding the invisible threads that connect Warren Buffett's annual letters to the shareholders of Berkshire Hathaway was incredibly fun and rewarding. Added these amazing threads and insights to the Invisible Threads website: threads.anshumani.com Which other great repositories of essays or letters should I add next to this project?
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Carl Vellotti 🥞
Carl Vellotti 🥞@carlvellotti·
Google's Cursor competitor: FREE! My course for you to learn: FREE! My holiday gift to you 🎁 [⚠️ Comment "Antigravity" & I'll send you the link] Antigravity is Google's answer to Cursor. It's an AI tool that works directly on your device. Not just for developers! For ANYONE who works with text. It's 100% free right now. Access to Gemini 3 Pro. Even Claude Opus 4.5 (!) Use Nano Banana Pro right in the chat. No subscription. No trial. No credit card. This won't last forever. I've been teaching Cursor to PMs for months. But Cursor costs $20/month. Antigravity removes that barrier completely. So I rebuilt the entire course for AG. It's an Antigravity course taught IN Antigravity. So everything you do is directly applicable! The AI IN the tool is your teacher. What you'll learn: → Write PRDs with AI assistance → Analyze CSV data and survey results → Create strategy documents → Build reusable templates and workflows But here's what most people don't realize: This isn't just for PM work. The real reason I wanted to get this out today... On-device AI assistants are useful for LIFE: 🔹 Want to reorganize your files? 🔹 Rename hundreds of photos? 🔹 Clean up your Downloads folder? 🔹 Convert documents between formats? 🔹 Troubleshoot why something isn't working? Just open the files and ask. Talk to it like a person. I spend all day in these tools now. I've never been so productive. Or had so much fun. AI in a browser is like wearing a straightjacket. This is a terrible day for a launch. But I genuinely want to free you! You've been meaning to learn this stuff. You've got the time. The course is free. The tool is free. No excuses! This is my gift to you. Happy Holidays 🌲 👉 Repost + comment "Antigravity" & I'll send you the link
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Suhrut Panda
Suhrut Panda@suhrutpanda·
@tonyfernandes Hi Tony, your support team has just not responded to my request for past 48 hours atleast. I cannot call a customer care number sitting in Malaysia; My emails go unanswered; my Tweets/DM get no answers. Kindly help! Case# 03113172
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Suhrut Panda
Suhrut Panda@suhrutpanda·
“Rocket IPO Notes” by @mjones @mjones/rocket-ipo-notes-814b8c6c7610?source=tw-lo_65b4df5be50e-1412396910504" target="_blank" rel="nofollow noopener">medium.com/@mjones/rocket…
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Suhrut Panda
Suhrut Panda@suhrutpanda·
Interesting take by Scott Adams on passion, failing a lot, and not setting goals - 'Goals are for losers' on.wsj.com/GVOnV1
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Suhrut Panda
Suhrut Panda@suhrutpanda·
Yngve Slyngstad is the most powerful man nobody has heard of...The Changing face of the Norwegian SWF from Economist econ.st/18cMbEC
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Suhrut Panda
Suhrut Panda@suhrutpanda·
So much for #Sugarpova - Sharapova is out of US open...looks like she has something to learn from Ekkta Kkapoorr on changing names&fortunes!
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