RoboticsAI

$NOW at $88 ≠ $META at $88 moment. $META @ $88 (Nov ’22): • Revenue: $117B • Net income: ~$23B • Fwd P/E: ~10x Max pessimism priced in. $NOW @ $88 (today, post 5:1): • Revenue: $13.3B • Net income: $1.75B • Fwd P/E: ~21x Its generation buy at $8

POV: You had no idea where to start in humanoid robotics and you see this.

People in $SAAS $IGV

Such a nice man. There is a strange correlation between Punjabis and happiness. What could this be?

Marcus Aurelius wrote this over 1800 years ago: “Think of yourself as dead. You have lived your life. Now take what's left and live it properly.”

As a man, be private, accept the loneliness, and fix your life.

Just wrapped Startup School India. One big takeaway: the ambition has shifted. The founders I met today aren't just thinking about building "the Indian version of X." They're building for the world - and they have the technical chops to pull it off.

What I told 2,000 future founders in Bengaluru today: 1/ We believe we are at the start of a second wave of Indian companies that will build world-class AI native products for the global market. Emergent and Giga are the model of the future. 2/ Just because a space seems crowded doesn't mean it's too late. Zepto, Emergent, Giga - none were first movers. Second mover advantage is real. 3/ In fact, a good formula for finding startup ideas is to look at ideas that are showing some promise and just execute them better. Execution is everything: if you're an exceptional engineer, and you can build and move faster than your competitors, you'll win. 4/ There is every reason to believe Indian teams can beat US teams building global products. The level of engineering talent here is on a whole different level, and that's the key input. 5/ In the AI era, the best founders are the ones building at the edge of what's technically possible. You need to be experimenting wth the latest models, the latest open source projects. 6/ Stay in the flow of information. Watch the right podcasts, follow the right people on X. With AI changing this fast, you need to know what the smartest builders are thinking. 7/ Most of the best startups don't come from someone explicitly trying to start a company. They start from someone building a project just for fun, or tinkering with a new technology because they are curious. India needs more of this "tinkering" culture - this is how you have novel ideas when technology is shifting quickly. 8/ Founders are getting younger. Aadit was 18 when he started Zepto. The Giga founders were 20 when they came to SF. Young people who can learn very fast have the advantage right now. 9/ The best founders are pushing AI coding to the max. You can now write 20K lines of code / day. One person can do the work that just a year ago would take a 100 person team. The best builders are taking advantage and building at Garry Tan speeds.

Worst dream... hearing this in Dario’s voice and that facial expression.

@elonmusk “AI will replace jobs, just print checks, no inflation.” Meanwhile: • ~49,000 humans still needed to run Tesla • ~$500B in value / net worth not exactly being “shared” Maybe demo a fully AI-run company before redesigning the global economy.

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

WHAT THE F*CK ARE YOU AFRAID OF - Death : We’re all gonna die. - Bankruptcy : You can make it all back. - Shame : Everyone will forget in a week. - Rejection : It happens to everyone. - Failure : It’s part of the path. - Judgment : They’ll judge anyway. - Losing people : Not all are meant to stay. - Making mistakes : You’ll survive them. - Taking risks : Regret hurts more. Live every day like it's your last day.

Purpose is one of the most potent antidepressants

the way sunlight filters through those glass panels and lands on the hardwood floor is genuinely unreal

Major cheat code for life: Learn to delay your reaction. Anger, fear, and impulse will try to make you move fast. There's power in pausing. In the pause, you see clearly, you respond wisely, and you avoid decisions you’ll regret. Slow down to speed up.

@tunguz Copying every Indian village style of living.

Yes

bruh nikita’s like “why do we pay u 25k biweekly u add zero value” he’s so close, just a bit more remove monetization across the board, people who tweet for the love of the game have better content than these parasites anyway

@SayNoToTrading @ZeroCool42069 @Ze1ooooo Double digits for the first time

@ZeroCool42069 @Ze1ooooo Nooooo

I hope we get $6 a gallon The people voted for this 🇺🇸🇺🇸

Dump @NousResearch . it took me 5 mins in claude cowork. This is so 1980's for an AI . You copy paste the content

✅ **WhatsApp group** configured: "auto trade" ✅ **38 summaries** generated (test data) ✅ **Playwright** ready for automation ⏳ **Waiting for REAL Discord data** **Just paste your Discord trading messages here** and create the summary with your REAL SPX 6800+ data! 🚀