PT

Build. Learn. Invest.

Investing across private & public markets.
AI, robotics, enterprise software.

[BookNote @BookNoteApp]

“People who love all fields of knowledge are the ones who can best spot the patterns that exist across nature.”

― Jeff Bezos

[Naval @naval]

If you don’t want this moment, then you will never be happy.

[PT @SamSirapat]

@bmyvitamin จริงนี้คือแบบ พี่อยู่นิ่งๆก็ได้ หมุนเกิ้น555

[PT @SamSirapat]

@peibepia จริงง ใน spotify เพราะกว่าเฉย555

[Paul Graham @paulg]

One thing I learned from being one of the first users of JustinTV is that even the most interesting person's life is boring 99% of the time.

[Chamath Palihapitiya @chamath]

This is awesome. I’ve worked with Sue for more than a decade now. She started Brilliant - a learning site for advanced learning - which has now taken all of that decade-long training data and created a helper to make your kids smarter.

It doesn’t matter their level, this adapts to them and brings them along.

Please consider trying it.

[PT @SamSirapat]

Sinner is on a Tiger Woods era right now!

[The Tennis Letter @TheTennisLetter]

THE MOMENT JANNIK SINNER BECAME A ROME CHAMPION

The youngest man in history to win all 9 Masters titles

The only men in history to do it:

Djokovic - 31 years old

𝐒𝐢𝐧𝐧𝐞𝐫 - 𝟐𝟒 𝐲𝐞𝐚𝐫𝐬 𝐨𝐥𝐝

He doesn’t chase records, he re-writes them

🇮🇹🥹

[PT @SamSirapat]

Yoga is so gooooood💯💯

[Bill Gurley @bgurley]

I find this conversation foreign - along with the argument that we are "data center constrained" or "energy constrained." Historically, in markets - price is the leveler of supply and demand. If you have a constraint, you price higher - you don't have "surplus demand." But in this market, VC$$$ act as subsidies (as they did in consumer internet). Everyone believes if they have high growth they get unlimited VC$$$. The biggest fear becomes losing market share. So "growth at all costs" becomes the game on the field. With that reality, you are always going to have some constraint, because you are "knowingly" choosing pricing that is out of whack with balancing supply/demand. It will continue until the major players feel they are forced to reconcile unit economics and profitability (as eventually happened in ride sharing when Lyft went public). Until then, you by definition have constraints. We can’t disentangle true demand from subsidized demand yet. Some of the incremental demand is being engineered by the excessive VC$$$ forced into the system, and the competitive dynamic between two companies that are losing massive amounts of money. No one can argue they aren't losing tons of money. Amazon and Uber maxed out around $2B a year. These companies could lose $10B on more in 2026.

[PT @SamSirapat]

Google Part III: The AI Company

from the @AcquiredFM podcast, shared with @snipd_app

Google, the pioneer of transformer technology, finds itself grappling with the surprising rise of startups like OpenAI.

https://t.co/GXk46vwItU

[PT @SamSirapat]

and the team for building such an incredible feature! 🔥
Want to try Snipd Premium for free? (Not sponsored, just genuinely love it!) Get it here: https://t.co/STSiAihTmp
#Snipd #AIDJ #Podcasts #Productivity #PodcastApp

[PT @SamSirapat]

and the team for building such an incredible feature! 🔥
Want to try Snipd Premium for free? (Not sponsored, just genuinely love it!) Get it here: https://t.co/STSiAihTmp
#Snipd #AIDJ #Podcasts #Productivity #PodcastApp

[PT @SamSirapat]

Just tried the new DJ Mode on @snipd_app and it's absolutely brilliant! 🎧✨ The AI curates the most important parts of podcasts, saving so much time. A must-try for all podcast listeners – seriously considering upgrading to Premium for this!
Huge shoutout to @KevinBenSmith

[PT @SamSirapat]

@KevinBenSmith @snipd_app @EricJorgenson Best podcast app ever! I love it so much; the new DJs app makes me finally willing to pay for the premium features. It's so freaking good!

[Naval @naval]

Just as you travel so that you can miss your home, you socialize so that you can miss your self.

[🇨🇳XuZhenqing徐祯卿 @XueJia24682]

✨🇨🇳A Chinese company, Unipath, has launched a household robot that is now in real-home use. It can wake users up on time, operate home appliances, organize storage spaces, and even cook meals automatically.

[Growth Labs @growthhub_]

She literally explained that the discomfort of discipline is nothing compared to the pain of regret.

[Lenny Rachitsky @lennysan]

Today I'm releasing my entire newsletter archive (350+ posts) and all podcast transcripts (300+ episodes) as AI-friendly Markdown files. Plus an MCP server and GitHub repo.

A few months ago I shared my podcast transcripts on a whim, and y'all built the most amazing things—an RPG game, a parenting wisdom site, infographics, a Twitter bot, and 50+ other projects.

Let's see what happens when I give you even more data.

Grab the data here: https://t.co/xEPCcPiZHO.

Paid subscribers get all of the data (some 350 posts and 300 transcripts). Free subscribers get a subset.

I don’t think anyone’s ever done anything like this before, and I’m excited to give you this excuse to play with that AI tool you've been meaning to try.

Here’s my challenge to you: build something, and let me know about it. I’ll pick my favorite and give you a free 1-year subscription to the newsletter. Just post a link to your project in the comments here: https://t.co/yJDmuCQfOx.

If you’ve already built something, slurp in this new data and submit it, too. I’ll pick a winner on April 15th.

Check out today's newsletter post for inspiration on what you could to build: https://t.co/yJDmuCQfOx

LFG.

[Boring_Business @BoringBiz_]

Growing up is recognizing the entire purpose of life is learning to be proud of who you are

You cannot hide away your flaws and bad habits with yourself

You cannot use money as a shield to wash away your own insecurities, no matter how much you try

No amount of external praise or success will solve the reputation you have with yourself

If you go through your whole life and die without ever learning to be proud of who you are, you have failed