Big Tech getting bigger!

Pace of innovation in Cybersecurity is unlike any other enterprise software: $200B+ revenue market and the largest player Palo Alto Networks is ~$8B in rev. Just 4% market share!

India's stock market added $1T in less than 6 months!

🤯

$NVDA cheaper now than it was when ChatGPT launched (red arrow) P/E Nov 22: ~66 P/E Today: 60

NPCI raised ~$11M from Amazon, StanC, PhonePe and Sodexo. Generated ~$100M in profit 2 years back! It's got to be the best cash conversion ratio in the Indian startup ecosystem🤯 entrackr.com/2023/05/npci-p….

it’s remarkable how much of enterprise sales is really just helping your champion get a promotion

India almost as big as China in the MSCI EM Index

Brunchin' and Laughin': Reuniting the Breakfast Club after ages! 😀

"Siemiatkowski added that with the help of AI, the company is able to standardize and create a more lightweight tech stack to operate more effectively with higher quality." msn.com/en-us/money/co…

Turns out we still 'Belong' together - what a night at Muro! 🥂

Power of Mag 7: 15% of gains from all US equities have come from 7 stocks!!

We’re not crying. You are.

Bouncing back 🚀

When is Claude for Outlook launching?