Prateek Sachdev

I like GIFs! 🙃 | Engineer @ WhatsApp

[Prateek Sachdev @_PrateekSachdev]

Debt/bond issuances are very common right now, but really odd to see equity dilution from a company like Google ($GOOG).

[unusual_whales @unusual_whales]

BREAKING: Google, $GOOGL, has announced it has raised $80 billion to build AI infrastructure

[Farzad 🇺🇸 🇮🇷 @farzyness]

Whoever designed this needs to be fired immediately:

[Prateek Sachdev @_PrateekSachdev]

$FIG - beat and raise!

[Prateek Sachdev @_PrateekSachdev]

$FIG survives this cycle (claude risk etc) — and could even get acquired

[Prateek Sachdev @_PrateekSachdev]

Clarity Act - Passed
Another tailwind.

[Prateek Sachdev @_PrateekSachdev]

Agentic commerce could be the ultimate catalyst for crypto’s mass adoption.
$ETH / $SOL

[Stock Market Nerd @StockMarketNerd]

$FIG beat & raise.

$TWLO beat & raise.

$TEAM beat & raise.

Three companies at the heart of the “software is dead” argument.

Continuing to perform better than expected with upbeat forward-looking commentary.

If AI isn’t killing these three…….

[Prateek Sachdev @_PrateekSachdev]

Agentic commerce could be the ultimate catalyst for crypto’s mass adoption.
$ETH / $SOL

[Prateek Sachdev @_PrateekSachdev]

Intel’s ($INTC) surge isn’t just CPU demand. It’s also about the potential of their foundry business.

[Prateek Sachdev @_PrateekSachdev]

$FIG survives this cycle (claude risk etc) — and could even get acquired

[Prateek Sachdev @_PrateekSachdev]

The argument that OpenAI has more compute is fading fast as Anthropic keeps cracking monster deals like this $100B with AWS. The gap is closing quicker than people think.
In the near term though, sentiment around codex is certainly improving.

[First Squawk @FirstSquawk]

Anthropic and Amazon agree $100bn AI infrastructure deal-FT

[Prateek Sachdev @_PrateekSachdev]

🧐

[Shay Boloor @StockSavvyShay]

$AAPL & $MSFT STRIKE NEW YEAR-TO-YEAR DEAL ON SEARCH 😳

[Stock Market Nerd @StockMarketNerd]

For those who think DeepSeek is a threat to $META... it isn't.

It's validation.

As I've been saying since models started proliferating... They are racing to commoditization.

What matters if that's true? Cost advantages.

How do you create those cost advantages? By open sourcing your frontier models & attracting developers to do your optimization work for you.

Why do developers feel eager to build for companies like $META? Because it has half of the planet on its apps & because Llama is already immensely popular. Creating apps & building on top of Llama & $META is building for the world. It gives you a better chance of your work getting you paid.

$META's Chief AI Scientist Yesterday:

[Prateek Sachdev @_PrateekSachdev]

$UBER selloff on Waymo Miami launch is an overreaction. Long term, Uber is likely going to emerge as a partner for upcoming autonomous fleet brands, rather than pure competitor. Fair take on short term action👇🏻

[Kaushik @WisemanCap]

$UBER Our Take: Miami launch not an industry inflection - BofA Buy PT $93

- Miami not likely a top 5 city for Uber/Lyft, but could be a top 6-15 market, possibly 2-3% of Uber’s gross bookings, and 2-4% of Lyft bookings. While the prospect of greater Waymo competition in 2026 is a sentiment overhang (Uber and Lyft down 10% vs flat S&P), Waymo operating independently in some cities is not new news. Five key points for Uber stock:

- Waymo’s 2026 Miami launch is more than a year ahead and could evolve from here (Uber-Waymo launch Austin and Atlanta in 1H’25 will be closely watched). 

- Uber launches and Tesla initiatives (Tesla suggesting AV manufacturing ramp and expected improvements in disengagement rates) will be a wake-up call for auto industry on AVs. We continue to believe there will be multiple competitors in the industry, and that Uber will be a long-term beneficiary of growing AV supply. 

- Uber’s brand is well entrenched in many cities, and is an attractive potential partner for AVs. 

- Uber stock move seems overdone as we think US Mobility is possibly 30% of the value of Uber, though we acknowledge International markets are also subject to AV change over time. 

- We see Uber stock as attractive at 14x 2026 FCF (20x 2026 EPS), would expect buybacks, new partnerships and EV launches as 1H’25 catalysts.

[App Economy Insights @EconomyApp]

Tesla's "We, Robot" event in a nutshell.
$TSLA $UBER

[Prateek Sachdev @_PrateekSachdev]

$TSLA robotaxi event - underwhelming

[Prateek Sachdev @_PrateekSachdev]

💔

[Rafa Nadal @RafaelNadal]

Mil gracias a todos
Many thanks to all
Merci beaucoup à tous
Grazie mille à tutti
谢谢大家
شكرا لكم جميعا
תודה לכולכם
Obrigado a todos
Vielen Dank euch allen
Tack alla
Хвала свима
Gràcies a tots

[Prateek Sachdev @_PrateekSachdev]

In tech, half the people claim to be Tech Leads, Gurus, & Mentors... while the other half actually gets shit done.

[Prateek Sachdev @_PrateekSachdev]

Unlocking a new potential to talk to Meta AI using WhatsApp and other family of apps.

[Ahmad Al-Dahle @Ahmad_Al_Dahle]

📣 You can now have a conversation with Meta AI using voice. It’s super fast, connected to the web, natural and conversational and even comes with celebrity voice options from Awkwafina, Kristen Bell, John Cena, and more. What voice speaks to you? (pun intended 😆)

[Prateek Sachdev @_PrateekSachdev]

And another year passes by, and all Apple has to offer in the new iPhone is a dedicated button to enable access the camera faster than ever before.
$AAPL

[Prateek Sachdev @_PrateekSachdev]

$GOOG at 150 and still looks very weak.

[Prateek Sachdev @_PrateekSachdev]

This puts pressure on the stock price in near term but likely just a distraction. Talks around breaking up come and go.
$GOOG

[honeyflow @honeyflowlabs]

The US Justice Department is considering breaking up $GOOG, citing an illegal monopoly with its search engine, per Schwab Network. 👀

Any chance they follow through?