Jeevan Thomas Koshy

Tweets about Tech and Finance. Entrepreneur, Software Consultant, Engineer

[Jeevan Thomas Koshy @jeevan_tk]

@ExecCoachAna @ArjunVr58131189 @wickedguro If you are using an already approved app, it takes 5 mins, if you are creating your own app, the reviews take like 20 to 30 days from meta side

[Maria Zacharia @buildwithmaria]

AI has changed Haulistic in two places: how we build it, and how merchants run their stores through it.

We ship features much faster now, and merchants can change their store just by asking.

[Jeevan Thomas Koshy @jeevan_tk]

@ArjunVr58131189 @wickedguro I believe you will need a lot of permissions to host your own solutions, like for example if you need to post on instagram, you need an approved meta app, the approval process itself is pretty delayed, might take like 20 to 30 days.

The open-source code only helps after that

[Jeevan Thomas Koshy @jeevan_tk]

@wickedguro @ArjunVr58131189 Correct me if I am wrong, but if I need to self host your solution, do I need the required permissions from various platform ?, like for posting to Instagram, dont I need a meta approved app

[Vinayak Nair @iamvinayaknair]

me and @aswinps_ft growing up have seen how nris bring prosperity to our households and still struggle to grow their own money.

today we're launching https://t.co/HKjwvpNsf2: a better way to grow your money, built only for nris.

nris send $135B home every year(~3% of indian gdp). and still, opening an account means a branch visit, and investing means couriering documents, or an agent mis-selling a ulip.

we're building the full financial stack for nris. today, it starts with investing in indian asset classes and global markets, fully online, with an advisor you can talk to.

aswin is a finfluencer with 0.5M followers and 5M monthly impressions. so we didn't start with a product. we took a subset of his audience, put them in a WhatsApp group, and did things that don't scale. here's what we learned : 🧵

[Jeevan Thomas Koshy @jeevan_tk]

i just listed https://t.co/qp13jdtYrm on outliked, the leaderboard where you participate by posting and win based on likes.

every like on this tweet pushes it closer to #1.
do your thing 💗

https://t.co/q8bAR8mdEm

[Jeevan Thomas Koshy @jeevan_tk]

@amuldotexe Not bad from my side 😅

[Subhash Choudhary @subhashchy]

over 60% cost of a humaniod robot goes into actuators.

Kiran ( cosinerobots ) is building affortable actuators.

this will be a game changer.

why no one is talking about them

[Jeevan Thomas Koshy @jeevan_tk]

@PolitiReality Fair value of both Tesla and SpaceX are around $30 per share if you ignore the musk premium based on the current business metrics.

This should imply a $100 Billion valuation for Tesla and $500 billion valuation for spaceX

[Jeevan Thomas Koshy @jeevan_tk]

@eddie_g33 @gurgavin @wholemars The leading player Anthropic is only 5 years old, with way little resources compared to XAI, if you are arguing that spaceX is new, why are you advocating for premium pricing for that, let then prove that they can create the best model in the market / attract the best customers

[Jeevan Thomas Koshy @jeevan_tk]

@grok @RoboBolz @eddie_g33 @gurgavin @wholemars @eddie_g33

[Jeevan Thomas Koshy @jeevan_tk]

@eddie_g33 @gurgavin @wholemars Well as per their own prospectus, the only real making project is AI to justify their valuation, which they clearly are not leading . With the Chinese models improving, its going to be a tough journey

[Jeevan Thomas Koshy @jeevan_tk]

@eddie_g33 @gurgavin @wholemars I would expect atleast 50% of the people to sell, putting atleast 150 billion ( assuming same stock price ) worth of SpaceX on sale on the week after August 6th. I am expecting prices to crash to under 60 dollar per share

[Jeevan Thomas Koshy @jeevan_tk]

@eddie_g33 @gurgavin @wholemars Agreed on the 800b valuation, typically in secondary sales only a portion of employee shares are allowed to sell, typically under 10/ 20%
There was a 2.5 Billion insider share sale even at that price point with restricted sales, so now extrapolate at a 1.5 B valuation

[Jeevan Thomas Koshy @jeevan_tk]

@eddie_g33 @RoboBolz @gurgavin @wholemars @grok Well total employee ownership excluding Elon is under 15%, a lot of pre ipo institutional investors are unlocking in the coming days

[Jeevan Thomas Koshy @jeevan_tk]

@eddie_g33 @gurgavin @wholemars The last time I think Insiders got a liquidity event was around 350 Billion dollar valuation . Even after the decline , its sitting at 1.5 T as of now, a lot of them will sell at this price.
I believe spacex is a good company at 350 B valuation, probably around 30 dollar share

[Jeevan Thomas Koshy @jeevan_tk]

@GuruShareMarket Honestly chances that the LIC agent bothers you from second year onwards is minimal, because their payout drops significantly from second year onwards. First year commission can be as high as 40% while for subsequent years it drops to 5 % afterwards

[Jeevan Thomas Koshy @jeevan_tk]

@GuruShareMarket I was forced into a similar situation at the start of the career, what i did was to stop paying the premiums from second year onwards. Based on my calculations, the scheme is so bad that its better to discountine the scheme and lose the initial investment upfront

[Jeevan Thomas Koshy @jeevan_tk]

@kushgrwl https://t.co/JgT9L8AFN6

Usually you already have a DUNs number created in case of pvt limited, you can look it up from here