Samir

Just trying to learn something new every day.

[Donald J. Trump @realDonaldTrump]

What a rotten deal we made with Iran. We get nothing (except laughter at our stupidity). They get everything, including delay and big cash!

[Donald J. Trump @realDonaldTrump]

The deal with Iran will go down as one of the most incompetent ever made. The U.S. lost on virtually every point. We just don't win anymore!

[Paul Graham @paulg]

How to Earn a Billion Dollars: https://t.co/WeWBUkKym6

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Retard Finder @IfindRetards]

Retards protested vehicle emissions, so a guy mass produced electric cars. The same retards now protest him for profiting by solving their issue.

[Samir @SamirTaghiyev]

@AnthropicAI How long till Trump reverses the decision after market drops on the news? Shoot first, think later…

[Kpaxs @Kpaxs]

People overestimate what others think of their failures and wildly underestimate how much room there is to just try stuff. Nobody is watching as closely as you fear. Go embarrass yourself into greatness.

[Sidecar Investor @sidecarcap]

A lot of investing heartburn comes from forgetting that complex stories don’t earn premium multiples.

[Citron Research @CitronResearch]

Too Compelling Not to Comment. $AMZN $300
Citron has followed $AMZN for 25 years. Today is the game changer where the ridiculous discount to $WMT multiple should close.
For 4 years the market rewarded $WMT for stability and punished $AMZN for capex. Walmart looked like the adult in the room.
Today, Jassy just showed you what that capex built….F$&@ ME!
The most serious threat to NVIDIA's semiconductor dominance ever created. Amazon. $50 billion standalone revenue run rate. Triple digit growth. Trainium4 not even shipping and already sold out. Two customers tried to buy ALL of Graviton capacity for 2026. Amazon said no!
This is another trillion dollar company hidden inside $AMZN.
This does not exist in a single sell side model. Not one.
The market spent 4 years punishing Amazon for building this. Now it's built. And $WMT still trades at 45x earnings for 4% revenue growth while $AMZN sits at 26x forward.
$WMT sells potato chips. 45x earnings. $AMZN sells AI chips. 26x forward earnings. (And they do sell a lot of potato chips.)
The chips are sold out. The multiples have to flip.
F$&@ $WMT. $AMZN. $300.https://t.co/QfOhOpN9sj

[fintechjunkie @fintechjunkie]

1/26: It’s hard to produce a 3X+ #VC fund. It’s much harder to do this consistently. Our first 4 funds are mature enough to know where they’ll end up and all of them will handily beat this benchmark. I reviewed our portfolio this morning and jotted down 12 notes. Shared:

[Samir @SamirTaghiyev]

“Will be tough to do this deal! Small amt available, high price…” - lot of small cap winners are like this too.

Experience teaches that price is a part, but only a small part, of the investing equation.

[Sequoia Capital @sequoia]

In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50

[Alfred Lin @Alfred_Lin]

A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating.

--
We are living through a period of compounding change. And in moments like this, the biggest risk is no longer making the wrong decision. It is moving too slowly while the world moves around you.

There are two paths. We can play defense:
- Protect what we have
- Optimize what works
- Wait for clarity

It feels safe. It isn’t.

Or we can play offense:
- Learn faster than the environment changes
- Use new tools to solve old problems in better ways
- And create entirely new strategies and businesses

That’s where the opportunity is.

Challenge yourself to do things faster and better than you have ever attempted. Stay uncomfortable. Stay on the front foot.

[Samir @SamirTaghiyev]

@jaynitx This is excellent. Note to myself to rewatch again if I need to give a speech.

[Samir @SamirTaghiyev]

@danielfoch Really good question

[Samir @SamirTaghiyev]

Jensen on shaping belief systems:

Oftentimes, I’ve already made up my mind, but I’ll take every possible opportunity—external information, new insights, new discoveries, new engineering revelations, new milestones developed—I’ll take those opportunities and I’ll use it to shape everybody else’s belief system. And I’m doing that literally every single day. I’m doing that with my board, I’m doing that with my management team, I’m doing that with my employees.

I’m trying to shape their belief systems such that when I come the day I say, “Hey, let’s buy Mellanox,” it’s completely obvious to everybody that we absolutely should. On the day that I said, “Hey guys, let’s go all in on deep learning,” and let me tell you why.

I’ve already been laying down the bricks to different organizations inside the company. Every organization and everybody, many of the people might have heard everything. Most of the company hears, of course, pieces of it. And on the day that I announce it, everybody’s kind of bought in to many pieces of it."

https://t.co/gZgthcjx1I

[Samir @SamirTaghiyev]

Insane that with all this buildout the shortage is getting worse

[Samir @SamirTaghiyev]

"What are the principles you want to write in pen that never change... and what are the principles you write in pencil?"

Great interview full of insight

https://t.co/gW5GXh0m9x

[Marc Andreessen 🇺🇸 @pmarca]

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

[Henry Weng @hweng03]

Relationships are the single most important factor in predicting health, longevity, and happiness. Yet, we're lonelier than ever.

A generation of students are opting out of swiping - and into technology that optimizes for meeting in person.