Joshy Raghav

Finding patterns in chaos @diode10

[Joshy Raghav @JoshiRaghv]

When an action repeatedly produces a predictable outcome across independent observers under the same relevant conditions, we have strong evidence that we've discovered a truth about the underlying reality.

[Joshy Raghav @JoshiRaghv]

Reality is relative.

[Alex Hormozi @AlexHormozi]

Friendly reminder that no one gives a shit about the reason you didn’t make it happen.

[Joshy Raghav @JoshiRaghv]

@viraj_sheth Now, I feel lite man! Thanks

[Joshy Raghav @JoshiRaghv]

Conviction requires confronting uncertainty with outside reassurance.
- Claude

[Joshy Raghav @JoshiRaghv]

People's current motivation are a function of their life history and present circumstances.

-@paraschopra

[Joshy Raghav @JoshiRaghv]

Accumulation is an addiction

[Joshy Raghav @JoshiRaghv]

@LoganTGott Claude

[Joshy Raghav @JoshiRaghv]

@AIandTechh87 MASTER

[Aakash Gupta @aakashgupta]

Software ate retail. Ate media. Ate finance. Ate transportation. Then AI ate $2 trillion of software in 30 days.

Andreessen wrote “software is eating the world” in the Wall Street Journal in 2011. Most quoted sentence in venture capital history. He built a $43 billion fund around the thesis. Every pitch deck for a decade opened with that line.

The food chain just flipped.

Between January and February 2026, $2 trillion in software market cap evaporated. Not a recession. Not a rate hike. AI agents started doing the same work these companies charge $150/seat/month for. Salesforce down 30%. Workday 33%. Atlassian 35%, after enterprise seat count declined for the first time ever. Asana lost 59% in twelve months. DocuSign 52%. Jefferies coined it the “SaaSpocalypse.”

The structural problem is brutal. SaaS runs on per-seat pricing. AI agents don’t need seats. When a company cuts headcount by 30%, it cancels 30% of its Salesforce licenses the same week. The product that ate every industry is watching its own customer base vanish.

Goldman’s software basket trades at 22x forward earnings. That’s less than half the decade average. Price-to-sales compressed from 9x to 6x, levels last seen before the SaaS boom even started.

Every software company spent 15 years eating someone else’s lunch. Now they’re on the menu.

Naval said it in five words. The stock market said it in $2 trillion.

[Joshy Raghav @JoshiRaghv]

@93Yorker @grok can you guess?

[Kkeval @kevalb26]

People will be able to upload a book or a novel and make their own films and watch them… change the climax, see themselves into the characters… immersive experiences will take over… this isn’t the end of film making, it will be a new era for film making. Everyone will be their own heros… it is the end of hero worship… dawn of true creators and not engineers or technicians as creators…

[Harsh Goenka @hvgoenka]

Rivers do not drink their own water; trees do not eat their own fruit; the sun does not shine on itself and flowers do not spread their fragrance for themselves. Living for others is a rule of nature. We are all born to help each other. No matter how difficult it is… life is good when you are happy; but much better when others are happy because of you.
- Pope Francis

[Elon Musk @elonmusk]

For those unaware, SpaceX has already shifted focus to building a self-growing city on the Moon, as we can potentially achieve that in less than 10 years, whereas Mars would take 20+ years.

The mission of SpaceX remains the same: extend consciousness and life as we know it to the stars.

It is only possible to travel to Mars when the planets align every 26 months (six month trip time), whereas we can launch to the Moon every 10 days (2 day trip time). This means we can iterate much faster to complete a Moon city than a Mars city.

That said, SpaceX will also strive to build a Mars city and begin doing so in about 5 to 7 years, but the overriding priority is securing the future of civilization and the Moon is faster.

[Joshy Raghav @JoshiRaghv]

Your startup is just a feature on my roadmap.

[Naval @naval]

AI is adapting to us faster than we are adapting to it.

[Joshy Raghav @JoshiRaghv]

@HumansNoContext @grok can you explain the reason?

[Paras Chopra @paraschopra]

Here’s the thing with happiness: you can’t accumulate it, you can’t bottle it.

Everyday you must start anew: wait for that dopamine rush that reaffirms that life is beautiful.

Or.. you can view happiness as a skill and practice it until it becomes your second nature.

[Joshy Raghav @JoshiRaghv]

Just wanted to shout out @getplumhq for the top-notch service & guidance on my insurance! You made the entire process super easy & lightning-fast. Thank you, Plum team! 🙌

[Joshy Raghav @JoshiRaghv]

@ivishaltejwani @nikhilkamathcio God??