armaan s ali

[armaan s ali @armaansali]

The flows never lie

[Bullfight Cap @BullfightCap]

The phrase "software is eating the world" is about to become a teenager: https://t.co/H751Gf52bP

[armaan s ali @armaansali]

The most important / consequential story unfolding in technology right now that you’ve probably never heard of

[The Register @TheRegister]

Qualcomm says Arm threatens to end CPU licensing, charge device makers instead https://t.co/iO4u01Iwsb

[armaan s ali @armaansali]

@Sam_Bronstein @themichaelmiao EV / net promoter score is the future

[armaan s ali @armaansali]

@themichaelmiao once you're Capital Returns-pilled you never go back

[armaan s ali @armaansali]

@themichaelmiao Interest rates impacting SW multiples are more about capital flows than DCFs

[armaan s ali @armaansali]

live look into the hotel room of every PM at MS tech today

[armaan s ali @armaansali]

@brexton Rock sling + meteorite staff thank me later brother

[armaan s ali @armaansali]

@viggy_krishnan 1. Relatively higher startup costs vs SW cos
2. Longer ramp to rev and usually more tech risk
3. Lack of expertise / funding in current VC ecosystem - most cant tell you what AVGO or NXP does if you asked. Becomes chicken and egg problem
4. GTM can be somewhat of an old boys club

[armaan s ali @armaansali]

in retrospect the replacement-level growth deal working really should have been the canary in the coal mine

[armaan s ali @armaansali]

It's been incredible to watch the structural alpha of an asset class get hoovered up and productized as market+ beta in real time

[Kate Clark @KateClarkTweets]

Tiger Global has raised over $11 billion for its latest fund and plans to tack on another billion before a final close next month: https://t.co/X81jwBCmIt Another little scoop w/ @berber_jin1

[armaan s ali @armaansali]

@brexton missing the callback is when it gets truly kafkaesque

[armaan s ali @armaansali]

pain

[4th down decision bot @ben_bot_baldwin]

---> SF (17) @ LA (14) <---
SF has 4th & 2 at the LAR 45

Recommendation (VERY STRONG): 👉 Go for it (+5.4 WP)
Actual play: 🚨 (Run formation) PENALTY on SF, Delay of Game, 5 yards, enforced at LA 45 - No Play.

[armaan s ali @armaansali]

the semis renaissance will happen slowly, then all at once

[armaan s ali @armaansali]

VCs are starting to catch on :)

[Bill Gurley @bgurley]

I view this as VERY positive for @risc_v. If you haven't gone deep on RISC V, check it out. Open source semiconductor CPU. No fees, no royalties, no nothing. Asymmetric competition for ARM. With momentum. https://t.co/WqnCbOr4Al

[armaan s ali @armaansali]

@natluu @Speicherx @terra_money t minus 2 weeks until you’re saying lah regularly

[armaan s ali @armaansali]

@tomloverro taken out of the *public* market

[armaan s ali @armaansali]

@natluu @terra_money @stablekwon huge congrats!!!

[armaan s ali @armaansali]

succession season 3 is just Marvel for brooklynites

[armaan s ali @armaansali]

@laurenmwhite @aminamoinuddin 😎

[armaan s ali @armaansali]

@mikedemarais vimcal has pretty good functionality around this