nikhil (@uninsightful) 's Twitter Profile
nikhil

@uninsightful

investor @usv

ID: 962846640372633601

linkhttps://gallery.so/nikfromthebay calendar_today12-02-2018 00:31:42

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nikhil (@uninsightful) 's Twitter Profile Photo

libra/diem was 6+ years too early to a compelling idea Stable, Arc, Codex PBC, @plasmafdn, @1moneynetwork (+others) going after similar visions but none with an ounce of the payments distribution of Stripe compliance + privacy were the wedge 7 years ago and that will be the

nikhil (@uninsightful) 's Twitter Profile Photo

X should let ppl silent-promote 1 post a day (or week) 1. it would encourage more casuals to post more often and not be so discouraged by the algo nuking their reach 2. it would reduce the slop from all the accounts who have to produce content at a high volume to be seen 3.

nikhil (@uninsightful) 's Twitter Profile Photo

astonishing how much prime retail real estate in cities and towns is occupied by physical banks an eyesore and hard to imagine they’re high utilization

nikhil (@uninsightful) 's Twitter Profile Photo

kinda surprised @acquiredfm has never done an ep on Broadcom feels like the kind of silent giant they’d love covering

nikhil (@uninsightful) 's Twitter Profile Photo

pretty cool/interesting that two of the most relevant ppl in american semis/compute are chinese-malaysian (hock tan, lip bu tan)

nikhil (@uninsightful) 's Twitter Profile Photo

a lot of schadenfreude in the room anytime one of these studies comes out noting the low impact of ai so far I'm concerned for those ppl. more change, accelerating change is inevitable

nikhil (@uninsightful) 's Twitter Profile Photo

all the ai hate is cope ppl (understandably) are afraid of being left behind but the capabilities overhang is large, the productivity gains and consumer benefit already is large and will be immense

nikhil (@uninsightful) 's Twitter Profile Photo

probably an interesting story to be told about half the Benchmark partnership leaving in a short time frame but i'm more interested in / impressed by their approach to ai over that same span they've (intentionally) avoided the foundation model cos and have made a lot of great

nikhil (@uninsightful) 's Twitter Profile Photo

really like Ben Thompson's articulation of the idea propagation stack. very known concepts, but well structured printing press commoditized duplication internet commoditized distribution ai commoditizes substantiation leaving zero friction between ideas and consumption

really like <a href="/benthompson/">Ben Thompson</a>'s articulation of the idea propagation stack. very known concepts, but well structured

printing press commoditized duplication
internet commoditized distribution
ai commoditizes substantiation

leaving zero friction between ideas and consumption
nikhil (@uninsightful) 's Twitter Profile Photo

something very interesting about ozempic being past its peak as a search term and GLPs as a generic term gradually, continuously growing in interest lends credence to the idea that the trend of ppl finding cheap ways to get GLPs is actually becoming a more mainstream behavior

something very interesting about ozempic being past its peak as a search term

and GLPs as a generic term gradually, continuously growing in interest

lends credence to the idea that the trend of ppl finding cheap ways to get GLPs is actually becoming a more mainstream behavior
nikhil (@uninsightful) 's Twitter Profile Photo

poker<>investing analogies are all great but the one that stands out to me is the idea that maximizing the value from your Ws is just as important, if not more important, than avoiding Ls poker really ingrains this in a deep way

nikhil (@uninsightful) 's Twitter Profile Photo

posting on this app can still be wildly powerful (though stories like this are way less common than they were in the twitter golden era) consuming on this app is increasingly a waste of time (unless of course your goal is to just kill some time)

nikhil (@uninsightful) 's Twitter Profile Photo

the production value on these pods is getting out of control fantastic lighting, great sound despite the wind, fun transitions also makes me think we've only scratched the surface on location/setting. we need eps from wash sq park, from the sauna/cold plunge, an interview while

nikhil (@uninsightful) 's Twitter Profile Photo

so he’s just scooping advisor shares from Kalshi and Polymarket at the same time? well played — trump fam elite at using their position for financial gain

so he’s just scooping advisor shares from Kalshi and Polymarket at the same time? well played — trump fam elite at using their position for financial gain