Rian Darius Pandole (@rdpandole) 's Twitter Profile
Rian Darius Pandole

@rdpandole

Growth Equity at Alpha Wave Global | Investment Banking at BofA | Ex Tennis Player | Columbia x 2 | NYC / Mumbai

ID: 1743653455452135424

linkhttps://www.linkedin.com/in/rian-pandole-386014177/ calendar_today06-01-2024 15:19:24

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As a Bombay boy, I'm not in favor of rent control either but this is a wild extrapolation from a unit example .. rents should be market driven but there are serious examples of rent control working well.. eg in China where the ccp owns all land and actually (even now) only

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Not sure what meta estimates it’ll benefit from this acquisition besides cornering a legacy foundation of the llm-universe that’s come into being .. but we don’t know how enticingly the scale acquisition has been pitched to meta by a merchant banker .. Scale made money

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True, but consumers aren't yet paying enough for AI to make it sustainable .. It’s all powered by internal or external (VC) funding for now

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Jobs’ desire for gorilla glass at scale laid the foundation for what kicked off the techno-boom that blossomed out of Shenzen and later spread across China transforming the country and the CCP into what they’ve grown into The whole android tech boom in China resulted in

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This is what's expected as the foundation / feedstock for d2c opportunities in India.. No differentiator actually enables you to choose from a more diverse entrepreneur pool .. ie you get a pool of horses to bet on rather just run one.. Could a/b test two strategies too

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if Meta's glasses do indeed become the next computing platform.. meta is gonna kill it.. But I still think it's unlikely: -> Apple is working on a cheaper AR set .. a “vision air” version of the “vision pro” -> ⁠android xr is closer to reality So meta might make some inroads

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Cannot count out Apple yet .. like it was too early to start discounting google.. Apple has shipped millions of ai-capable devices to users (everything with the m1 chip onwards on ipads and the a16 chip on iphones) .. If they complete the “bridge” to their backend api and make

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Haven't Chinese companies already attempted this kind of rebuilding? - HarmonyOS by Huawei was built from scratch as a new os .. - Aso, OxygenOS by OnePlus/Oppo .. which is a modified version of Android rather than a completely new system..

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interesting read but don't think the excel analogy holds .. don't think devs are moving to btc at the rate mentioned here.. the price of gas makes it unfeasible That being said the rise in transactional market share is interesting.. but also mostly compounded by the relatively

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Novak’s may be having the toughest 18 month stretch of his career, but his stats in the biggest tournaments are still unreal: - Aus Open 24: Semis loss to Sinner - French Open 24 - Quarters (walkover cuz of knee injury) - Wimby 24: Finals loss to Alcaraz (few weeks after knee

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A lot of this stablecoin hype simply echoes the direction the wind is blowing in .. It does not necessarily convey what’s really going to happen when govts adopt CBDCs on their private chains .. fwiw sovereign stables might just overrule + undermine stables as people imagine