Deepak Gupta

[Deepak Gupta @DGuptaSF]

I’ve started doing structured advisory work for senior professionals and founders who are navigating complex career or business decisions.

Not coaching. Not consulting. Just clear thinking when the stakes are real.

[Paul Graham @paulg]

The best predictor of success for tech companies, at every stage from during the YC batch to public company with billions in revenue, is the rate of shipping new stuff.

[UC Berkeley @UCBerkeley]

UC Berkeley has been named the top public university in the U.S., and No. 7 globally in @usnews 2026 Best Global Universities rankings.
https://t.co/rcNFe02V5I

[Sheel Mohnot @pitdesi]

Wow. Spacex buys Cursor for $60B

A lot of people thought this company was dead a few *months* ago

Great outcome for all, including me in a very small way… Thus concludes my bet with @rabois

(He bet me $100k that no company founded in SF between 2020-2023 would exit >$10B)

[Shruti @heyshrutimishra]

Elon just created 4,400 millionaires in a single day.

400 of them are now worth over $100 million.

These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.

Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.

Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."

The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.

Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.

[ClaudeDevs @ClaudeDevs]

As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models.

Here’s what this means for you:

Across Claude products, new sessions will run on your selected default model or Opus 4.8, and existing Fable 5 sessions will end with an error.

On the Claude Platform, requests to Fable 5 will also return an error. Please update your integrations to other Claude models.

We know this is a disruption to your workflows; we appreciate your patience and support.

[Ben Lang @benln]

Shortlist of the best scout programs for angel investors:

• Sequoia
• Greylock
• Accel
• a16z
• Kleiner Perkins
• Lightspeed
• Spark Capital
• Bain Capital

[Sidharth @Cloudwatch199]

Forbes released its 250 most successful living immigrants in America.

The scoreboard:

🇮🇳 India: 32
🇨🇦 Canada: 18
🇮🇱 Israel: 15
🇨🇳 China: 14
🇬🇧 UK: 14
🇹🇼 Taiwan: 11
🇫🇷 France: 10
🇮🇷 Iran: 9
🇩🇪 Germany: 8
🇷🇺 Russia: 8

Indian-origin immigrants are #1.

Not in complaints.
Not in excuses.
Not in victimhood.

In achievement.

So every racist who spent months calling Indians “parasites,” “invaders,” and “job stealers” can finally read the scoreboard.

The people you mocked are the ones CREATING jobs , the companies, building the technology, funding the startups, winning the Nobels, and strengthening the country.

You called it an invasion.
America calls it contribution.

Go back to your basement !

[Sheel Mohnot @pitdesi]

@GeorgeMayer I moved to San Francisco without knowing anyone and just by being around sf (going to parties etc) got to meet people who built incredible businesses and invested in some of them.

Do you live in San Francisco? I think if you spend time here you’ll understand

[Kr$na @krishdotdev]

It's not FAANG anymore.

It's MANGO.

[Richard Hanania @RichardHanania]

India has sent 96 people to America who started billion dollar companies. No one else is even close.

There's only about 5 million Indians in America. Almost one in 50,000 of them is a unicorn founder!

What a holy, special, beautiful people.

I will always fight for them.

[Sheel Mohnot @pitdesi]

Anthropic filed to go public

[Sheel Mohnot @pitdesi]

Almost 1/3rd of YC founders are of Indian origin now 🤯

[Vala Afshar @ValaAfshar]

Nvidia CEO: Greatness does not come out of intelligence, it comes from character.

Character is not formed out of smart people: it is formed out of people who have suffered.

[World of Statistics @stats_feed]

CEO of Alphabet Google 🇮🇳
CEO of Microsoft 🇮🇳
CEO of YouTube 🇮🇳
CEO of Adobe 🇮🇳
CEO of Procter & Gamble (P&G) 🇮🇳
CEO of T-Mobile US 🇮🇳
CEO of World Bank Group 🇮🇳
CEO of IBM 🇮🇳
CEO of Infosys 🇮🇳
CEO of NetApp 🇮🇳
CEO of Palo Alto Networks 🇮🇳
CEO of Arista Networks 🇮🇳
CEO of Novartis 🇮🇳
CEO of Micron Technology 🇮🇳
CEO of Honeywell 🇮🇳
CEO of Flex 🇮🇳
CEO of Wayfair 🇮🇳
CEO of Chanel 🇮🇳
CEO of Cognizant 🇮🇳
CEO of Vertex Pharmaceuticals 🇮🇳
CEO of Molson Coors Beverage Company 🇮🇳

Note: citizens of India, citizens of other countries but born in India, Indian origin, or with Indian parents

[Sheel Mohnot @pitdesi]

Feels like the vibe shifted back to OpenAI over the last month

GPT5.5 is good, sick of Claude limits.

[Global Index @TheGlobal_Index]

Map of trillions of dollars at one place.

- Silicon Valley

[Ksenia Moskalenko @kseniam0s]

Finding pre-seed capital shouldn't feel like searching for unicorns in a haystack. These invest first $500K checks

- @PrecursorVC (San Francisco, CA)
- @HustleFundVC (San Francisco, CA)
- @BoostVC (San Mateo, CA)
- @outlandervc (New York, NY)
- @actionscapital (fka K50 Ventures)
- @redbudvc (Columbia, MO)
- @2048vc (New York, NY)
- @forumventures (New York, NY)
- @Boldstartvc (Miami, FL)
- @GoAhead (Menlo Park, CA)
- @rightsidecap (San Francisco, CA)
- @ldvcapital (New York, NY)
- @ChargeVC (New York, NY)

--
Most of these want to see some early traction, but they'll move fast when they see something they like.

[Deepak Gupta @DGuptaSF]

@Jason I’m in

[Sheel Mohnot @pitdesi]

Wow
Tim Cook is leaving, John Ternus (head of hardware engineering) will replace him

[Boring_Business @BoringBiz_]

This is the best take I have heard around the existing AI landscape today

Fantastic explanation around the constraints at OpenAI and Anthropic, focus on enterprise business models, and the doomerism narrative in AI

From former AI czar David Sacks

"Even though Anthropic's revenue has followed this exponential graph very predictably, it cannot do that ever.

The reason is that as you hit new levels of scale, you encounter new problems. You are simply going to run out of compute, electricity, data centers, and infrastructure.

There are limits to the physical world you are going to hit. And there is already evidence that Anthropic is hitting some of those limits."