Arpan Sheth

Helping where i can

[Arpan Sheth @asheth99]

#brucespringsteen - easily one of the best nights of my life in Philly aug 23

[America @america]

🇺🇸🇺🇸 Happy 4th of July 🇺🇸🇺🇸

[a16z @a16z]

Happy birthday, USA.

[Barack Obama @BarackObama]

America is a constant work in progress. Every generation must take up the unfinished work of the last and carry it further—protecting what’s right, fixing what’s wrong, and making our union a little more perfect. 250 years later, that’s more important than ever.

[Snoopy @snoopyb047]

Happy Independence Day! 🇺🇸🇯🇵

[Arpan Sheth @asheth99]

Happy 4th and 250th! God Bless America!!!

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Today marks the 250th anniversary of one of humanity's brightest, strongest, and most influential dreams – the American Dream of an independent, free, and prosperous nation that defends people's freedom, faith, and the pursuit of happiness.

That dream has endured many trials. It did not merely survive – it has, for two and a half centuries now, served as an example for other nations and helped the entire humanity stand firm and become freer. This was especially important in the 20th century, when America helped save the world from the rule of tyrants and built the alliances and partnerships that, for the first time, gave a large part of humanity lasting peace and the opportunity to develop in freedom.

Now, in the 21st century, America's influence and importance are certainly no less. And we see that particularly clearly in Ukraine, which is fighting for its independence, freedom, and our people's right to happiness with much the same hope, the same purpose, and the same determination with which Americans won and defended their own independence.

We deeply value the support of the United States, especially now, during Russia's full-scale war against Ukraine. American weapons – from the Javelins that President Trump decided to give to Ukraine to the Patriots that most reliably protect the lives of our people – everything the United States has provided to help us defend our country demonstrates the strength of the American spirit, American resolve, and American technology.

And we know the value of all these words better than anyone. When we ask America for Patriots, we believe that the values of respect for life and for people that prevailed 250 years ago will prevail again today. The world needs the kind of leadership that guarantees protection for freedom and for life.

I wish America a happy Fourth of July, the President of the United States and all Americans every success, and all of us around the world who value America – fruitful cooperation. "We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness." That is what unites all of us – all who respect America and thank America today.

May the dreams of free people always triumph over the evil and hatred of those who seek to destroy freedom. America, thank you! I am confident that if we're in it together, we'll definitely achieve peace! Congratulations on your Independence Day!

[Snoopy Wallpaper @SnoopyWallpaper]

Happy 4th of July

[Arpan Sheth @asheth99]

Love this 🇪🇸🇺🇸

[Selección Española Masculina de Fútbol @SEFutbol]

❤️ THANK YOU, Chattanooga.

🤗 https://t.co/bufQKKdAFb

#VamosEspaña | #CopaMundialFIFA

[Palantir @PalantirTech]

Our thoughts on the importance of AI sovereignty.

1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.

2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.

3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.

4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.

5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.

6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.

7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.

8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.

9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

[Nathan Halberstadt 🧊 @NatHalberstadt]

In many ways, this is the core value proposition of engaging Palantir.

Technology aside, Palantir’s forward deployed engineers seem far more effective at delivering real value from AI / actual company transformation vs whatever you could expect to get in terms of outcomes from engaging Accenture.

[Palantir @PalantirTech]

Palantir 🤝 Bain

"Our partnership with Bain & Company sets a new benchmark for enterprise AI transformation," said Dr. Alex Karp, co-founder and CEO of Palantir Technologies. "By leveraging Bain's vast industry expertise with Palantir's leading-edge AI platforms, we are delivering the innovation and operational rigor organizations need to win in a rapidly evolving business landscape."

[Arpan Sheth @asheth99]

Great partner!

https://t.co/ntUdfH3MjA

[Arpan Sheth @asheth99]

provocative..

[Bharat Kumar Ramesh @rbkayz]

JUNE 2028. The rupee has breached 108. SIP flows have halved. 340,000 IT jobs gone in a single year.

The $245B services engine that kept India's external accounts balanced is in freefall

I wrote the India version. It's scarier

"Innovation has always created more jobs than it destroyed." Historically, yes.

But what is the concrete plan for the next 3 years?

The long run takes care of itself. The transition is where people get hurt.

India navigated 1991. It can navigate this. But 1991 required leaders who saw the crisis clearly, without ideology, and acted.

We need that clarity again.

https://t.co/oYSaMbORSK

[Arpan Sheth @asheth99]

After a near-record year for dealmaking, what’s next for the private equity industry? Bain’s 2026 Global Private Equity Report unpacks the forces shaping the industry and what it takes to win in this new era. Dive in. https://t.co/BAqR6QQLae

[Arpan Sheth @asheth99]

what a chart...credit @a16z

[Arpan Sheth @asheth99]

super amazing...credit to @RishRoo

https://t.co/M3x0AXzjhv

[david friedberg @friedberg]

love it. but let’s do more! let’s take 10% from millionaires and do better health insurance! and a train from LA to fresno! and groceries!

taking peoples assets after they’ve already paid 53% income tax on them is totally reasonable. or their pre-tax unrealized gains which forces then to sell illiquid assets or whatever... i’m just glad we’re gonna make this hard for them. they deserve it.

actually, why stop there?? if we get this to work, we can get 51% of people to vote to take ALL the assets of the 49%! make it a 100% wealth tax on anyone over the average. this could be great. then we can do giant government things because government has proven so good at doing things! in fact, we can send the money to somalia! “make somalia great again” could be your 28 presidential run campaign slogan??

america’s founding fathers definitely intended the union to form around these principles! magnificent

[Arpan Sheth @asheth99]

Inspired choice! Congrats

[UVA @UVA]

In a unanimous vote Friday, the University of Virginia’s Board of Visitors selected Scott C. Beardsley, dean of the UVA Darden School of Business, as the University’s 10th president. https://t.co/5v785i9rPB

[UVA @UVA]

In a unanimous vote Friday, the University of Virginia’s Board of Visitors selected Scott C. Beardsley, dean of the UVA Darden School of Business, as the University’s 10th president. https://t.co/5v785i9rPB