Anand Murthy

QueensBridge Venture Partners / Group Chat Podcast. seed investor in Coupang. early investor in Coinbase. Motive, Lovable investor, EvenUp Law and many more

[Earvin Magic Johnson @MagicJohnson]

It’s World Autism Awareness Day and today on ESPN’s NFL Live Dan Orlovsky and his son Madden, who has autism, were on the show. It was such a special father-son moment. Madden spoke about his drawings, chanted the Philadelphia Eagles fight song, and he also talked about his love for his mother, siblings and friends. Dan started to cry during the interview, which touched me and made me start crying myself watching it at home. God is so good! What Madden did today was so courageous and he became a hero for so many people who watched NFL Live including me.

[Anand Murthy @Anand_Murthy]

Very awesome you do this!

[Dan Orlovsky @danorlovsky7]

4pm today 🙏

[Pat McAfee @PatMcAfeeShow]

"Tomorrow is World Autism Awareness Day..

Madden has been grinding and he is gonna be designing the set again" ~ @danorlovsky7

#PMSLive

[Anand Murthy @Anand_Murthy]

OBJ def has to be in 2028 flag football Olympics

[Anand Murthy @Anand_Murthy]

Interesting. As I said on @groupchat the spend on AI is there but the ROI isn’t there yet.

[Shay Boloor @StockSavvyShay]

$WMT is reportedly disappointed with its OpenAI shopping partnership as ChatGPT’s Instant Checkout has underperformed expectations.

In-chat purchases are converting at roughly one-third the rate of purchases made directly on Walmart’s site.

[Anand Murthy @Anand_Murthy]

This is why Zuck is one of the goats. Doesn’t matter how much he invested in it when you realize it isn’t working cut bait. Cc @groupchat

[Hedgeye @Hedgeye]

JUST IN: Meta announces they'll be shutting down the Metaverse

[Anand Murthy @Anand_Murthy]

@groupchat part of this!

[Anand Murthy @Anand_Murthy]

👀👀

[Barstool Sports @barstoolsports]

"I think the people that say [the WBC] is bigger than the World Series, never played in a World Series”

Derek Jeter isn’t buying all the hype

[Anand Murthy @Anand_Murthy]

When is @PatMcAfeeShow getting you on the show

[Matt Leinart @MattLeinartQB]

Coach Riley hasn’t asked me if a recruit can wear my number so we can settle that right now. I’ve been asked in the past before and have said the same thing every time. This isn’t a big deal! Fight On ✌️

[Anand Murthy @Anand_Murthy]

Cc @mlb_agent

[MLB @MLB]

Teoscar Hernández hammers one out of here 💪

[Anand Murthy @Anand_Murthy]

We talk about this on @groupchat. No brainer profession for any young person who is ambitious to participate in the new economy if you aren’t an investor.

[Jason Shuman @JasonrShuman]

The US needs 500,000 new electricians this decade.

Apprenticeships take 5 years.

Microsoft’s Brad Smith says it’s the #1 thing slowing data center expansion.

The AI bottleneck isn’t chips. It’s the trades.

[Anand Murthy @Anand_Murthy]

Fun growth hack. Statistically virtually impossible to get a perfect bracket.

[New York Post @nypost]

Kalshi is offering $1 billion prize for a perfect March Madness bracket https://t.co/rsezDCClAG

[Anand Murthy @Anand_Murthy]

Was told @KingJames & @lukadoncic talked to any patient, nurse, doctor and staff that wanted to meet them at the hospital. Very cool of them.

[Dave McMenamin @mcten]

As @DanWoikeSports pointed out, Luka Doncic’s warmup shirt was signed by patients during the team’s visit to a UCLA Health hospital this week

[Anand Murthy @Anand_Murthy]

Stablecoins proving their use case real time

[Anand Murthy @Anand_Murthy]

Cc @mlb_agent

[Pat McAfee @PatMcAfeeShow]

Holy shit.. LOOK AT THIS PLACE

The Dominican Republic might be a bit of a problem in The WBC

[Anand Murthy @Anand_Murthy]

Despite podcast narratives few and far between are moving to Texas.

[ATX RE @atxREpodcast]

Austin continuing to lead the nation in home price declines.

Zillow predicting another 2-3% decline this year.

[Anand Murthy @Anand_Murthy]

Chart of optimism from @a16z given all the viral narratives going on

[Anand Murthy @Anand_Murthy]

Long Korea $cpng

[Geiger Capital @Geiger_Capital]

Stan Druckenmiller’s current positions:

- LONG Korea + Japan (+ Brazil)
- LONG Copper (AI + tight supply)
- LONG Gold (geopolitics)
- SHORT Bonds

Portfolio is no longer "AI-driven". He’s bearish on the Dollar but bullish on the US economy with disinflationary growth.

[Anand Murthy @Anand_Murthy]

The new AI announcement for public companies to get a pop has now graduated to we have fired a large portion of our workforce @groupchat

[Anand Murthy @Anand_Murthy]

Legendary

[DiscussingFilm @DiscussingFilm]

Christian Bale has revealed that he will star in ‘HEAT 2’ alongside Leonardo DiCaprio.

(via: @JakesTakes)