Raj Agrawal

[OpenAI @OpenAI]

We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics.

The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra.

The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.

[Raj Agrawal @Rajsa25]

@mylesmarino Thank you sir

[Shrishti Sahu 🚀 @shrishtie]

He manages 6,000+ crores of money.

He has spent nearly three decades in the Indian markets.

He has seen cycles. He has seen bubbles. He has seen crashes.

And after all these years, his biggest lesson is still very simple:

History may not repeat, but it definitely rhymes.

He’s none other than Kuntal Shah, founding partner at Oaklane Capital Management, and one of India’s most respected voices in public markets.

In a world where most investors are chasing the next hot theme, he reminds us that investing is not just numbers, DCFs, ratios, or models.

It is also behaviour.

Greed. Fear. Biases. Stupidity. Conviction. Temperament.
That is what really moves markets.

When everyone is trying to sound intelligent by being bearish, he says something very powerful:
“Optimists make money.”

But his optimism is not blind.
It comes from studying history, understanding cycles, respecting risk, and knowing that India’s long-term opportunity is still intact.

He has a very sharp view on family offices, too.

According to him, many portfolios today don’t look like curated museums.

They look like junk warehouses.

Too many products. Too many managers. Too much diversification. Too little clarity.

His advice is brutally simple:
Know yourself first. Know what not to do.
Do not blindly chase every fashionable asset class.

What makes Kuntal Shah inspiring is not just his market knowledge.

It is his honesty. He openly admits his mistakes.

Premature selling. Acts of omission. Going too deep in some areas while missing the broader picture.

That kind of self-awareness is rare.
Because in investing, ego can be very expensive.

If there has to be someone who reminds investors that wealth creation is not about noise, products, or prediction, but about history, temperament, patience, and humility, it has to be him :)

[Arvind Kothari @arvind_kothari]

Love the way @niveshaay office has turned into a war zone for the past six months and added so much to the existing capacity in doing deep dives into capabilities in sectors getting developed in the nation and adding so much new and good talent to enable some world-class research

[Niveshaay @niveshaay]

We’re happy to share that Niveshaay has led a ₹1,000 crore funding round in Waaree Energy Storage Systems syndicating ₹325 crore through the Sambhav Fund, Hedgehogs Fund, and Niveshaay WESS Fund, alongside our co-investors.

This marks a pivotal step toward strengthening India’s clean energy infrastructure where scalable storage solutions become the backbone of a sustainable grid. ⚡

Featured on:
Press Trust of India- https://t.co/UB0WS8zpsa
YOURSTORY- https://t.co/rFDonphKM7
Economic Times - https://t.co/l9t8Jrnkpi

@waareegroup @hiteshdoshiwaa

#Niveshaay #WaareeEnergyStorage #SambhavFund #HedgehogsFund #WESSFund #InvestInTheFuture #PoweringProgress #CleanEnergy #EnergyStorage #SustainableFuture #GreenInvesting #RenewableEnergy

[Kuntal Shah @Kuntalhshah]

Imagine this: In 2012, Hitachi's Gujarat plant burns to the ground—stock crashes. But with insurance & spare capacity, it rebounds massively! Or Maggi's 2013 'RIP' headline—temporary panic, eternal opportunity. Spot these gems? Want to learn how to navigate the Investing Jungle?

https://t.co/SLi4o4o566
Apply: https://t.co/9dcf3d8e3h

Excited to host "Frameworks of Equity Investing" at @FLAMEUniversity FIL! with @NeerajMarathe

Join us Jan 29-31, 2026, for game-changing insights: Idea generation, spotting frauds, valuation pitfalls (reverse DCF magic), market history & cycles, bubble bursts (Japan palace worth> California), history gold, and more history hacks.

[FLAME University @FLAMEUniversity]

Discover the world of investing with FLAME Investment Lab (FIL), where curiosity meets clarity and every lesson shapes your perspective.

FIL offers a comprehensive suite of programs designed to ignite intellectual curiosity and sharpen critical thinking. From crafting sound investment strategies to conducting detailed research, these programs empower participants to explore the multifaceted dimensions of value investing and gain practical, hands-on experience.

Register for the courses that resonate with your aspirations.

Registration link - https://t.co/7OMJPGn5wi

For more details, visit: https://t.co/jzAXzTzUya

@Sanjay__Bakshi @Jatin_Khemani @NeerajMarathe @Kuntalhshah

[Gunjan Kabra @KabraGunjan]

A podcast on a sector I have been bullish on for quite some time — The Power G and T&D Sector.

https://t.co/WbVMY0DW66

The people on the panel made it quite insightful.

@arvind_kothari
@VJ76
Ayush Sinhal @KimbalStories
@Ganeshprasad999

(1/7)

[Pratyush Mittal @faltoo]

Screener AI is now over 70% cheaper and more than 30% smarter than before.

You will find it hard to spend the credits now :).

Screener AI focuses on the official documents of the companies. That's it's super power. Give it a try; you will love how much work it does for you.

[Colossus @colossusmag]

Thomas Peterffy is the 23rd richest person in the world, a chief architect of modern finance, and has one of the most remarkable stories in business. Yet he remains virtually unknown.

Born in a Budapest basement during a Soviet bombing raid in September 1944, his father left when he was 2, his mother couldn't hold a job, and for the first 20 years of his life, Peterffy lived in fear of starvation as an ‘enemy of the communist state.’

At 21, he escaped to New York. Within a year, he was drafted to fight in Vietnam. A sympathetic NYU dean saved him from the war. A chance encounter with programming opened the door to everything else.

Over the next three decades, he transformed Wall Street's chaotic trading floors into computerized markets that worked on math. He invented options pricing theory before the Black-Scholes model, a handheld computer before the iPad, and the first automated trading system in Wall Street history. His firm, Timber Hill, became the largest options market maker on Earth.

In 1993, he launched Interactive Brokers to give ordinary investors the same technological advantages he had built for himself. That business is now worth over $100 billion, and Peterffy owns 70% of it. It operates with higher profit margins than Visa while offering some of the lowest trading costs in the industry.

The man who grew up where markets were forbidden devoted the rest of his life to building systems so everyone could participate in capitalism. At 80, he's still working on that mission every day.

Thomas Peterffy is one of the most important people in finance, and you can learn about him in @domcooke's latest profile.

[Kuntal Shah @Kuntalhshah]

Thanks to @TIA_Investors, @shyamsek, and Govindbhai for the opportunity to present key takeaways from The Library of Mistakes at @FLAMEUniversity on popular Myths, acts of commission, and omission in the field of Investing.

Full presentation: https://t.co/Rc25fsmtw2

[Niveshaay @niveshaay]

We rarely witness such pivotal and rewarding inflection points in the investment journey.

Waaree Energies Ltd.(@waareegroup )—a Titan in India’s solar and energy ecosystem—has acquired a 64% stake in Kotsons Private Ltd. through a strategic fund infusion. Kotsons is a proud portfolio company backed by Niveshaay, Vivek Jain and Shikher Chand Jain.

We are truly excited about this next chapter and look forward to seeing how our shared vision, conviction, and entrepreneurial spirit take shape.

This milestone stands as a powerful validation of our core philosophy: "Invest the Entrepreneur Way"

@waareegroup @VJ76 @arvind_kothari @csvikramsharma @KabraGunjan @BhattarArjun

[Colossus @colossusmag]

We're obsessed with the first versions of iconic products and tech.

- The first combine harvester needed 30 mules to pull it.

- The first helicopter flew for only a few seconds.

- The first transistor looked like a toy from a science fair, not the foundation of modern electronics.

[Nilesh Shah @NileshShah68]

⁦@FLAMEUniversity⁩

It is so nice to receive feedback from the participants.

Many of whom I have known for more than three decades.

Undoubtedly the flame lighted by the legends has now become a light house to guide seekers.

[Arvind Kothari @arvind_kothari]

Folks @niveshaay will be too much happy with this view of the prof as the team has bet heavily on the energy ecosystem since the past 4 years first starting with the Green Energy basket @smallcaseHQ nd then taking private bets in solar, smart meters, grid infra, transformers etc

[Patrick OShaughnessy @patrick_oshag]

Graham Duncan @GrahamDuncanNYC - https://t.co/jc1Ragbwm7

Matt Huang @matthuang - https://t.co/MAnIC3MP0M

Kevin Kelly @kevin2kelly - https://t.co/U3m4F9kQ5G

Neil Mehta -
https://t.co/ccMFC60uiE

Devon Zuegel @devonzuegel - https://t.co/gnTndAg0mQ

Joe Liemandt -
https://t.co/YSdnv8B0hH

Ramtin Naimi @ramtinnaimi - https://t.co/wiv1soqzPS

Subscribe here: https://t.co/nySAX539Dv

[David Senra @FoundersPodcast]

"From studying the outcome of past expeditions, he believed that those that burdened themselves with equipment to meet every contingency had fared much worse than those that had sacrificed total preparedness for speed."

[Ramtin Naimi @ramtinnaimi]

We’ve been quietly building Abstract for 9 years. Thank you to @patrick_oshag and @domcooke @joincolossus for giving us the opportunity to share our story.

We’re just getting started!

https://t.co/4qaL4cgEZy

[Colossus @colossusmag]

Ramtin Naimi started a successful hedge fund at 19, went bankrupt at 24, and then built a $1.8 billion venture firm backed by investing icons like Stanley Druckenmiller, @pmarca, and @BillAckman.

Michael Ovitz calls Naimi his “non-biological son.” Founders say he’s “the most important person you’ll meet.” Silicon Valley has begun to whisper about him as the man with “the hot hand.”

For the first time ever, we’re excited to share the remarkable story of a 34-year-old whose CV reads like no other investor’s in Silicon Valley.

@ramtinnaimi does not have a college degree, his Iranian immigrant parents had little money, he founded a failed startup that led to bankruptcy, and the only normal job he’s ever had was working weekends at West Elm, the furniture store.

What Naimi does possess, however, is supernatural hustle, pattern recognition, and a chip on his shoulder more valuable than any credential.

He made $500,000 as an 18-year-old trading options through the global financial crisis, his first-ever venture investment is now valued at $11 billion, and two years after going bankrupt, a list of finance titans bought 20% of his nascent early-stage venture firm, Abstract, for $10 million.

Today, Abstract manages $1.8 billion and has a simple value proposition: It is the best firm in the world at getting founders from seed to Series A.

Stories from @gsivulka, @shreyamurthy, and @krea_ai’s Victor Perez all testify to Naimi’s special talent at orchestrating fundraising rounds, luring legendary investors out of their offices to meet his founders at unusual times.

Even his peers talk about it in tones of admiration. Andreessen Horowitz GP @illscience said, “Ramtin’s got a knack for being around all the most important deals. Whenever he says something is important, we take it incredibly seriously.”

For the full, improbable story of Ramtin Naimi’s journey from insolvency to influence, read @domcooke's profile, linked below.

It is complete with detail on how he became best friends with Michael Ovitz and @kevinhartz, how he lives in his dream home that he first saw at 18, but, most of all, how he built what @DavidSacks called, “an elite early-stage firm.”