Jonny Caiani
2.8K posts

Jonny Caiani
@caiani_jonny
7 Figure E-Commerce Exit, Caught TSLA earlyish, 16x return on down payment for 16 unit building. Have also had multiple pretty big losses ~ Love Life
Sumali Eylül 2022
338 Sinusundan175 Mga Tagasunod
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I got the @airthings Plus (unaffiliated, I just like the product), I think @norbertdragan recommended it
I been through so many air sensors, and I really think this is the best one so I bought one for living room and then another one for bedroom, and will get another one for my coworking
Why so many? Well one of the sensors I bought turned out to be a fake random number generator 😂 Another one kept phoning home to Chinese servers, kinda dodgy. Another one had values that made sense but turned out to be based on kinda estimating from other sensor values, so it didn't actually HAVE the sensor it displayed about (this is common to save money)
Why the Airthings is so great:
- The device is just super thoughtful and non-invasive, the screen is e-ink (I think?), no backlit, no LEDs shining at you, just black and white, it looks like a paper screen, beautiful, it knows its place!
- It measures A LOT of things: AQI (PM2.5+PM10), CO2 (!), VOC, Radon (!), humidity and temperature, and it actually has sensors for all!
- You don't need to pair it to WiFi, it just works by itself!
(why is this great? So I remember getting that Awair sensor and I was in a hotel nomading and I couldn't even set it up cause captive hotel portal, such an Internet of Shit design to not be able to set up without WiFi)
- But when you do pair it with WiFi, it easily connects to your Home Assistant and sends your sensor data to HA without any issue, that lets you automate stuff based on your air quality
I love it :D

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@bradsferguson @nerdalert Bought in cause yall and everyone else. Up 19% so far 🫡
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🚨 25-year-old Michael Truell built the fastest-growing software company in history — ZERO marketing spend.
He started coding at 11, interned at Google at 18, dropped out of MIT.
First AI mechanical engineering startup? Failed.
Pivot: Built Cursor — the AI code editor that writes software for you.
Growth is insane:
$100M ARR in ~12 months (fastest in SaaS history)
$500M by month 21
$1B by Nov 2025
$2B by Feb 2026
Projected $6B+ by end of 2026
Pure word-of-mouth from devs. No ads. No sales team.
1B+ lines of code accepted daily. 70% of Fortune 1000 use it. Every Nvidia engineer. Coinbase at 100% dev adoption.
Built by 4 MIT co-founders. Tiny team.
Then they hit a wall: Not enough GPUs to train the next model. Money couldn't buy the chips.
Enter Elon Musk.
April 21: SpaceX announces deal for $60 BILLION acquisition option — biggest in tech history.
The structure is wild:
Immediate access to Colossus (xAI's 1M+ H100-scale supercomputer) for 9 months joint dev
SpaceX can buy for $60B
Or pay $10B breakup fee (largest ever)
No-lose scenario for Cursor.
Why? SpaceX preps for massive IPO. Merging xAI + Cursor turns it from rockets into an AI empire — owning compute, models, and the #1 dev tool used by every Fortune 500 engineering team.
Bonus: FTX/Alameda seeded early. Liquidators sold the stake for $200K in bankruptcy. Now worth ~$3B. SBF called it the worst VC liquidation ever... from prison.
A failed startup → pivoted by 4 kids → fastest-growing company ever → $60B offer from SpaceX.
This is peak Silicon Valley insanity. Michael Truell's founder story has become legendary. 🔥
The craziest part is the growth potential for Cursor after Elon acquires it...

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@DGretta_Author Why are you bullish on $clsk? I have a small position just curious your take
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Everyone should read this article. I consider it a must-read on data centers. It is a brainfull tho....
Dave Data Guy | author of 2 stock investing books@DGretta_Author
If you wanna get deep in the weeds of Data Centers go grab a 6-pack of beer (or wine) whatever you like and read this deep article. Good read.... city-journal.org/article/loudou…
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Robert Downey Jr.'s last scene as Tony Stark never made it into Endgame.
After the snap kills him, Tony wakes up in the soul world. His daughter Morgan is sitting across from him. She's an adult. Katherine Langford played the part. Morgan tells him she grew up happy. That she's proud of him. That the trade was worth it.
The Russo Brothers cut it because it worked too well.
Tony's death lands because Morgan stays five. The sacrifice carries weight when the loss never gets answered. Pepper says "we're going to be okay" while Morgan stares at a hologram of her father. The loop stays open.
Adult Morgan closes the loop. She tells him directly the trade was worth it. The film hands you the catharsis. The grief gets paid back with interest.
That's the failure mode. When you give the audience full resolution on the sacrifice, the sacrifice stops feeling like one.
Saving Private Ryan ends with Ryan asking his wife "Tell me I'm a good man." The film never confirms the answer. Captain Miller doesn't appear in heaven to absolve the cost. Films that hold their weight don't pay it back.
Test audiences said they didn't connect with adult Morgan. They came to watch Iron Man die. They didn't want the film to circle back and tell them it was okay.
Endgame did $2.798 billion at the box office. The Russos shot the most emotional scene of their career and trusted the test audience reaction over their own payoff.
The version that shipped never tells you Tony's daughter is fine. It lets you sit with that.
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One of the most overlooked AI opportunities in the next 24 months is voice agents for boring businesses.
Every HVAC, plumbing, and pest control company in America is sending calls to voicemail after 5pm. One AI voice agent fixes it overnight.
Most owners have never even heard of this technology, yet alone know how to implement it.
The person who packages this up and sells it to 500 of them is going to be very rich...very quietly.
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