Golden Door Asset

Investing in Software

[Golden Door Asset @GoldenDoorAsset]

Check out my library of +120 free financial calculators designed to help you make smarter decisions. Whether you're planning for retirement, analyzing an investment, or managing debt, these tools will help you achieve your financial goals.

https://t.co/8uqgHtrQd9

[Golden Door Asset @GoldenDoorAsset]

Check out Golden Door's Roadmap to learn more about agents at your firm.

[Vijar Kohli @VijarKohli]

I wrote about my experiences at Google I/O and with Gemini Enterprise. Check out today's newsletter if you want to learn more about Spark, Antigravity and AI Studio.

https://t.co/KgdhRHNmCj

[Golden Door Asset @GoldenDoorAsset]

Need to upgrade your business for A.I.? Golden Door has been a Google Cloud Partner since 2021 and specializes in the Gemini ecosystem.

Contact us below if you want to learn how Gemini can boost your firm's productivity today.

https://t.co/IJDgHSfboV

[Golden Door Asset @GoldenDoorAsset]

What are your thoughts about the future of unstructured data?

https://t.co/3XAtT4T2Yk

[Golden Door Asset @GoldenDoorAsset]

If you don't know, now you know the story from Expedia to Uber.

[Vijar Kohli @VijarKohli]

I have a memorable short story about Dara becoming CEO of Uber.

In 2016, I started going to Andrew Sorkin's DealBook Summit in Columbus Circle. This event was always tough to get into because it was built for journalists. So in 2016, I made a finance blog and got a media pass.

The DealBook Summit might have the highest-quality number of CEOs, speaking back-to-back at one event.
The Summit happens in mid-November and Trump had just become President, a few days before in 2016. It was great to hear real-time thoughts from leaders such as Bill Ackman, give their thoughts on America, Patriotism and the Presidency.

(.@BillAckman mentioned that children are a reflection of their parents. This was a memorable moment for me in 2016 because it was the first-time after Peter Thiel, that a CEO praised President Trump. Which was very controversial in Nov 2016.)

Since the 2016 Summit was amazing, I came back in 2017 with a legit media pass. This time it was hear Laurene Powell Jobs (Steve Jobs wife), Howard Schultz, Jack Dorsey and Randall Stephenson (CEO of AT&T, acquiring Time Warner at the time).

Uber had spent months searching for a new CEO. The internal controversies were a serious problem. Any CEO joining the company, would enter the crossfire. Board members, investors, employees and customers were all upset. Very upset.

I knew of Dara but didn't think much of him becoming CEO of Uber over Labor Day weekend. But it was a big deal.

Dara was CEO of the Expedia Group at the time. The once-famous travel company owned by IAC, run by Barry Diller. I think Dara forfeited $200m of un-vested Expedia stock options to join Uber. Dara had become known as one of the "Killer Dillers", a nickname given to the elite circle of high-performing executives mentored by Barry Diller. He worked under Barry for 20 years.

So becoming CEO at Uber wasn't the strange part. It was leaving Expedia abruptly that caught my attention. Barry runs a tight ship and IAC was a massive, publicly-traded company. I thought it was unusual for Dara to jump ship on such short notice. I also thought it was unlikely that Barry would be happy about this...

So I'm back at DealBook Summit in 2017. This time the Jazz Center is packed, I'm late and it's standing room only.

Instead of sitting in the front row with CEOs, I'm up in the nosebleeds standing with cameramen. About an hour in, the interviews start and the room goes dark so we can spotlight the guests.

I'm standing at the top of the stairs, trying to hear every word. I'm so high up that I have to constantly look down. I was in the nosebleeds.

A few moments later in the dark, some old guy stands next to me on the edge of the stairs. It was so memorable because the first thing I saw were black Velcro shoes. I chuckled because I hadn't seen anyone wear Velcro shoes to a professional event. This guy was old. This guy was Barry Diller.

By the time I realized I was standing next to a billionaire, the spotlight was on us.

Sorkin invited Diller to the Summit to speak about the CEO transition. I don't think Dara was aware. I didn't see his expression. I couldn't get over the fact that Barry was wearing Velcro shoes.

For the next ten minutes, Barry, Andrew and Dara went back and forth about Uber, succession planning etc. It was wildly educational. Barry blessed Dara and noted how exceptional the opportunity was. Dara was running Expedia for 12 years and succession planning was already in place. Plus anyone could have stepped up to run a profitable business like Expedia. No one wanted to sit in the crossfire that was Uber.

Eventually the spotlight turned away, and the Summit continued. Barry was gone before I knew it. But his black Velcro shoes never left my mind.

This short story always makes me laugh. Appearances really do leave an impression in business. Andrew runs an exceptional Summit, Barry ran an amazing media empire, and Dara is crushing it at Uber. And Pat's podcast has achieved new heights with these video interviews. I'm looking forward to this new episode.

[Golden Door Asset @GoldenDoorAsset]

More investment updates are coming for the Google Valuation soon. $GOOG $GOOGL

https://t.co/J3carSIIXd

[Vijar Kohli @VijarKohli]

$GOOG has been behind the scenes when it comes to A.I. Every programmer I speak with mentions Claude Code or Codex.

However, the demand for Gemini, Antigravity and TPUs continues to rise. The Gemini app has become very good, and the Gemini API is getting better. While Anthropic is preferred for coding, many developers are using Gemini 3 Flash and 3.1 Pro because of their large context windows.

I think A.I. leadership positions will constantly change. All of these models are beginning to look the same. But I think compute uptime and context scale will remain a competitive advantage over the long term. Alphabet will compound those advantages with the full tech stack for A.I., from web to TPUs.

Earlier this month we saw several users notice the degradation of Opus 4.6 on the same day. These compute constraints will become more noticeable as the models get better. I think something similar happened when everyone went from on-prem to cloud computing in the early 2000s. Which is why Zuck was so focused on 99% uptime of Facebook. All of the other social networks had gaps in their infrastructure.

Internet users take reliability for granted today. But one Cloudflare outage seems like it takes down 30-40% of the internet in one shot. Everyone, from consumer to enterprise notices these outages. As these A.I. systems scale, I think reliable access to the best models will be necessary to win in the long-term. I don't imagine this will be an easy problem to solve but Google has the capital and compute to remain in the top 3 best.

[Golden Door Asset @GoldenDoorAsset]

Read our latest research on Google and the Gemini ecosystem $GOOG $GOOGL

https://t.co/2AwoKIeoCf

[Vijar Kohli @VijarKohli]

I remember several friends bought $SNDK for $5-6 during the Great Recession. At the time, it was too cheap. Most S&P 500 & Russell 2000 stocks were selling for pennies on the dollar. All the major institutions were forced sellers at the time.

Of course, no one would have held Sandisk since 2008 because it was acquired by Western Digital in 2016 for $19 billion. Now Sandisk is valued at $139 billion.

This has worked out well for $WDC & $SNDK shareholders. Before 2020, I would have written off both of these companies because memory has been a low margin business. Most hardware products become commoditized and mature quite fast.

It is amazing how patient one had to be to earn 10x returns. The only chance you held this stock for so long is you because you worked in the industry. Otherwise, any rational investors would have sold out years before the A.I. boom

[Golden Door Asset @GoldenDoorAsset]

Alphabet will build more desktop applications in the future. They already own the full stack, from TPUs to Chromebooks. Chrome OS is already one of the most popular operating systems in the world. Everyone is familiar with it, along with Gemini + Chrome. $GOOG $GOOGL

[Vijar Kohli @VijarKohli]

https://t.co/lkLqKutFHc

[Golden Door Asset @GoldenDoorAsset]

If you own $GOOG $GOOGL, then you will want to read these updates. Gemini is making significant updates across Google's ecosystem. Some releases such as Gemma 4 and NotebookLM in Gemini are worth learning about.

[Vijar Kohli @VijarKohli]

https://t.co/X7U20kuS9t

[Golden Door Asset @GoldenDoorAsset]

Read the latest updates on $CRWD and $AVGO

https://t.co/2UlMwMymNM

[Golden Door Asset @GoldenDoorAsset]

In today's Golden Door newsletter details a volatile period for the software sector, characterized by a sharp selloff in cybersecurity triggered by AI fears, while several large-cap tech companies remain resilient. $PANW

https://t.co/K2bE8ylgj4

[Golden Door Asset @GoldenDoorAsset]

Momentum: R&D is accelerating for Palantir, and DigitalOcean as they lean into LLM integration.

Oracle and CrowdStrike are crushing it on cloud/AI demand.

Big Moves: Confluent CEO sold $434M in shares

$ORCL $CRWD $META $SOUN $DOCN $PANW $ALKT $CFLT

https://t.co/txxWA6Hm70

[Golden Door Asset @GoldenDoorAsset]

Check out our latest newsletter with updates on $HUBS $CRM $APP

https://t.co/dT4f1YM7sT

[Vijar Kohli @VijarKohli]

Ubiquiti continues to crush the hardware space with fantastic net profit margins (~28%). This company offers one of the most mission critical network products for IT department. And the expansion in security cameras has not gone unnoticed. $UI

[Golden Door Asset @GoldenDoorAsset]

$AVGO "Broadcom's AI chip sales, cloud contracts & OpenAI partnership"

$NOW "SaaS Sector Revaluation Drives Value & AI Debate"

$AAPL "Geopolitical calm, innovation prospects, technical support hold."

https://t.co/yxpb679Vrn

[Golden Door Asset @GoldenDoorAsset]

What are your thoughts on $AMD? It continues to be the A.I. sleeper stock.

[Vijar Kohli @VijarKohli]

I'm a big fan of this new product feature. It gives me excellent real-time trends for my tech stock watchlist.

There are several details I need to work on next. For example, $AMD's recent patent war and expansion in Edge AI.

Check out more at https://t.co/2nq26aypPr

[Golden Door Asset @GoldenDoorAsset]

@VijarKohli 🫡

[Golden Door Asset @GoldenDoorAsset]

New stock feature dropped on my site. Check it out.

[Vijar Kohli @VijarKohli]

I built a new Market Update feature using the X API. It analyzes the top trending posts for specific tickers and then Gemini summarizes the responses.

It's a simple feature I built it early this morning. I'm open to ideas on how to improve it.

$AAPL "New iPhone launch and significant options buying"

$TSLA "Robotaxi/FSD progress and strategic buying"

$MSFT "AI integration, strong financials, and technical support"

$GOOG "AI workloads and data center expansion"

$META "AI leadership, smart glasses growth, data center expansion"

https://t.co/to9Wb5F1EG

[Vijar Kohli @VijarKohli]

Nvidia's data center revenue growth is unbelievable. It is enterprise-facing, with long development cycles. The demand is literally off the chart. At 91% of total revenue, Nvidia's data center revenue makes $5.8 billion in other segments look like a rounding error. Amazing $NVDA