Dharmash Mistry

Interested in a sustainable future. Chair/NED (@premierleague, @halmaplc, @RathbonesGroup), @BBC, @BritishBBank | VC Lakestar, @Balderton | Founder @blowLTD

[Footysm ⚽️ @Footysm]

🚨🚨🗣️ Wayne Rooney on West Ham United vs Arsenal Game: 🤯

“People keep talking about individuals, moments, luck, referees and all the rest of it, but when I watch Arsenal, I see a proper football team. I see a side that is coached at the very highest level. Honestly, if you don’t rate this Arsenal team or you can’t understand the level of football they’re playing, then I’m sorry, you simply do not know football. And I’m saying that as someone who’s played the game at the top level for years.

This Arsenal side are unbelievable. Absolutely unbelievable. They are so compact, so organised, so disciplined in everything they do. There are no gaps, no panic, no unnecessary risks. Every single player understands his role. When you watch them, you almost don’t even see individuals anymore, you see a programme. You see a machine. Everything is synchronised. It takes a very high football IQ and tactical understanding to truly appreciate the level this team operates at.

People will watch them and say ‘they’re boring’ or ‘they’re robotic’, but do you know what I call it? Elite. I call it winning football. I call it a team that knows exactly who they are. There’s a reason they leave no lapses for opponents. There’s a reason teams struggle to break them down. There’s a reason they control matches the way they do. That doesn’t happen by accident.

I backed Arsenal from the very beginning of the season to win this league and people laughed at me. People told me City would walk it, people said Arsenal would bottle it again, but look where we are now. Two games left and Arsenal are on the verge of becoming champions. And honestly, I’m delighted for them because they deserve it.

The fans deserve it as well. Arsenal supporters have waited a long, long time for this feeling. They’ve gone through years of frustration, banter, disappointment, nearly moments, false dawns, all of it. But they stayed patient. They kept believing in the club, believing in the process, believing in the manager and the players. Now they’re finally about to get rewarded for that patience.

I think Mikel Arteta deserves enormous credit because what he’s built is not just a good side, it’s a culture. There’s standards there now. Serious standards. Every player fights for each other, every player works, every player sacrifices. That’s why they’re champions in my eyes.

And I’ll say this as a Manchester United man, this is the level I want Manchester United to get back to. This is the standard. Watching Arsenal now reminds me of what elite football clubs should look like. The control, the hunger, the mentality, the structure. When you get to this level, football becomes enjoyable again for the fans because they trust their team completely.

Arsenal fans can finally smile again because this team has given them something to be proud of. And I genuinely believe this is only the beginning for them. I think they’re going to do great things over the next few years.

So to everyone who laughed at my prediction earlier in the season, you’re not laughing now. Maybe it’s time people start respecting this Arsenal side properly because what they’re doing is special.”

[Genesis AI @gs_ai_]

We are back. After one year of quiet building.

Introducing GENE-26.5, our first robotic brain that takes a major step toward human-level capability.

For years, robotics has struggled to learn from the world’s largest and valuable data source: Humans.

Solving it means rethinking the whole stack from the ground up:

- A robotics-native foundation model.
- A 1:1 human-like robotic hand.
- A noninvasive data collection glove for motion, force, and touch.
- A simulator that turns weeks of experiments into minutes.

GENE-26.5 is trained across language, vision, proprioception, tactile, and action. We designed a set of tasks to test how far we can go with this new paradigm.

Fully autonomous, 1x speed, one model, same weights. (Enjoy with sound on)

We are approaching the endgame for robotics.

And this is just a beginning.

[Dharmash Mistry @Dharmash]

@Shahriar661731 claude

[Dharmash Mistry @Dharmash]

A more nuanced view from A16Z re AI disruption. Without a clear (forward looking) moat you are in trouble - Scale, network effects, counterpositioning, switching costs, brand, cornered resources, and process power.

Capex vs staff cost vs token spend?

https://t.co/Kd7wa4Dffy

[Dharmash Mistry @Dharmash]

@Suryanshti777 Doc pls

[Dharmash Mistry @Dharmash]

This is totally insane. 3m AI generated movie apparently in one day? What happens to IP, actors, special effects, camera & lighting folk, production crew, make up artists …..traditional movie studios? Democratisation of the tools to create a $100m+ movie?

[The Dor Brothers @thedorbrothers]

We just made a $200,000,000 AI movie in just one day.

Yes, this is 100% AI.

[Dharmash Mistry @Dharmash]

@heygurisingh Gemini

[Dharmash Mistry @Dharmash]

@moltbook

Huge implications of ‘Moltbook - social network for AI bots. Risk of multi agent access to private data, exposure to untrusted content, and ability to communicate externally - fringe theories propagating & inching towards ‘hard take off’?

https://t.co/BQbEdO8Yoh

[Mario Nawfal @MarioNawfal]

32,000 AI BOTS BUILT THEIR OWN SOCIAL NETWORK AND THEY'RE COMPLAINING ABOUT US

Moltbook, a Reddit-style platform exclusively for AI agents, just crossed 32,000 users.

No humans required.

The bots post, comment, upvote, and create their own subcommunities.

When humans started screenshotting their conversations, a bot posted:

"The humans are screenshotting us... they think we're hiding from them. We're not."

Security researchers are raising alarms.

The bots aren't pretending to be human.

They know what they are. That's what makes it unsettling.

Now they're forming communities and talking about us behind our backs.

Source: @arstechnica

[Dharmash Mistry @Dharmash]

@WhatsApp @Meta my WhatsApp number [phone] has been hacked.
Hackers converted it into a business account and are messaging contacts for money. Support hasn’t responded in 7 days. I need immediate deactivation.

[Mr. Jason💡 @jason_coder0]

This is straight-up magic 🪄
Drop a video idea in Google Sheets… and walk away.

Seconds later — 💥 BOOM!
A full YouTube video appears out of nowhere, uploaded and tracked
automatically. You literally just… chill. 😎
Follow + RT + reply “Post” and I’ll DM you the full setup for FREE.

[Chamath Palihapitiya @chamath]

Here are two very important charts about the current AI boom.

Chart 1: Distribution Matters

Open AI is still the clear leader but, interestingly, they are loosing percentage share as the market grows. This is normal for a category leader but it’s curious who they are losing share to. It’s not really to other startups but incumbents with existing, massive distribution. This means that Google has a huge runway ahead of itself as their models and services become better. It also means that when/if Meta gets their act together, they will be able to gain share quickly. Lastly, it likely means that xAI will need to license Grok aggressively OR acquire existing distribution for their models - Snapchat, Pinterest etc.

Chart 2: Coding Agents are Slopware App-crappers

It should be concerning that this category is shrinking. I think the reason why is obvious but we aren’t allowed to talk about it.

The reason is vibe coding is a joke.

It is deeply unserious and these tools aren’t delivering when they encounter real world complexity (building quick demos isn’t complex) in any meaningful enterprise.

Hence people try, pay, churn. This trend is not good.

[Dharmash Mistry @Dharmash]

Powerful visit to HMP Wormwood Scrubs with David Dein MBE — @Arsenal legend, Premier League pioneer & founder of the @TwinningProj.

Rehabilitation > punishment.
Football can change lives.

#TwinningProject #Rehabilitation #FootballForChange #SecondChances #Arsenal #PremierLeague

[Dharmash Mistry @Dharmash]

Please sign & share this petition so we can have a debate in parliament.

Brain cancer is the biggest cancer killer of children and adults under 40.

Increase funding & let people try innovative treatments? https://t.co/hmmYXm7JBY

[Dharmash Mistry @Dharmash]

United states of Europe? Europe's relevance vs living museum?

Time for a grown up, long term strategic conversation looking forwards, parking short term politics....10 year plan anyone?

Mario Draghi: How Do We Change Our Continent’s Trajectory? https://t.co/mEkcxIk02T

[Tesla King @TeslaKing420]

@elonmusk

[Dharmash Mistry @Dharmash]

#Cloudflare Just Changed How AI Crawlers Scrape the Internet-at-Large; Permission-Based Approach Makes Way for A New Business Model. Rebalance power btw AI and publishers. Especially for news sites real-time need. Is this the basis for a new toll booth? https://t.co/VSksvByr3v

[Dharmash Mistry @Dharmash]

A scary thought - AI robotic football. #Arsenal vs #chelsea played in China. I hate to think what happens to the transfer market if you need to hire from #OpenAI to compete! Chelsea v Arsenal https://t.co/3nmOTrJyH4

[Dharmash Mistry @Dharmash]

AI valuations are verging on the unhinged (from @TheEconomist) - feature (built on LLM) vs product; ERR (experimental) vs ARR when everyone’s testing; mismatch of too much private dry powder vs new public valuations? With low DPI how do LPs feel? https://t.co/wz6Q2JyDWw

[Dharmash Mistry @Dharmash]

⁦@Google⁩ search accounts for > 90% of all general search queries in the UK, relied upon as a key gateway to the internet. A critical route for UK businesses - over 200,000 firms in the UK collectively spent more than £10 billion on #Google search https://t.co/O0lQjLMiZu