Kaustuv Sen

Investor. Healthcare. Tech Enabled Services. Emerging Markets. Arts Aficianado.

[Kaustuv Sen @kaustuvs]

@RhysSullivan Exactly, for most of their examples, intelligence or cognitive work is not really the barrier to entry or the moat or the basis of the current friction. Few things in the economy are purely constrained by cognitive capacity.

[Kaustuv Sen @kaustuvs]

@Citrini7 If it were, why isn’t there clean water throughout South Asia and Africa? The cognitive load of figuring that out was resolved decades ago. Now apply that thinking to every use case you go through. Less than 10% have intelligence / cognitive capacity as the binding constraint

[Kaustuv Sen @kaustuvs]

@Citrini7 Nice piece. However, for 90% of these use cases, intelligence isn’t the rate limiting factor causing the friction. Never has been

[Kaustuv Sen @kaustuvs]

No need to conjecture. Here’s the data on top 30 most visited countries by Americans last year. Note that the numbers fall off precipitously down the list e.g. Mexico had 35 to 37 million American visits but China had only 1 - 1.5 million.

Grok: Here is a straight bullet list of the top 30 countries most visited by Americans, based on the most recent comprehensive data from the U.S. National Travel and Tourism Office (NTTO) and related reports (primarily for 2023-2024, as full 2025 data is not yet available).

- Mexico
- Canada
- United Kingdom
- Italy
- France
- Dominican Republic
- Spain
- Germany
- Jamaica
- Japan
- Costa Rica
- Bahamas
- Ireland
- Netherlands
- Greece
- Portugal
- India
- Australia
- China
- South Korea
- Turkey
- Colombia
- Peru
- Ecuador
- Brazil
- Philippines
- Thailand
- Vietnam
- Switzerland
- Austria

Source: U.S. Department of Commerce, National Travel and Tourism Office (NTTO) outbound travel data and Survey of International Air Travelers (SIAT), cross-referenced with 2023-2024 reports from https://t.co/kWMc5YXLTC… and related analyses. For the most up-to-date details, visit the NTTO site directly.

[Kaustuv Sen @kaustuvs]

@balajis @mattyglesias Also I didn’t list the actual visitor numbers but they drop off precipitously further down the list. Eg 35-37 million American visitors to Mexico but only 1-1.5 million to China! That latter figure is astoundingly low given its is the #2 economy with massive trade ties to the US

[Kaustuv Sen @kaustuvs]

Balaji is largely right, based on the official data on most visited countries by Americans. India makes a surprisingly high showing but likely the usual tourist destinations and not business hubs like Bangalore.

Grok: Here is a straight bullet list of the top 30 countries most visited by Americans, based on the most recent comprehensive data from the U.S. National Travel and Tourism Office (NTTO) and related reports (primarily for 2023-2024, as full 2025 data is not yet available).

- Mexico
- Canada
- United Kingdom
- Italy
- France
- Dominican Republic
- Spain
- Germany
- Jamaica
- Japan
- Costa Rica
- Bahamas
- Ireland
- Netherlands
- Greece
- Portugal
- India
- Australia
- China
- South Korea
- Turkey
- Colombia
- Peru
- Ecuador
- Brazil
- Philippines
- Thailand
- Vietnam
- Switzerland
- Austria

Source: U.S. Department of Commerce, National Travel and Tourism Office (NTTO) outbound travel data and Survey of International Air Travelers (SIAT), cross-referenced with 2023-2024 reports from https://t.co/9HM94Ga48Q and related analyses. For the most up-to-date details, visit the NTTO site directly.

[Kaustuv Sen @kaustuvs]

@levie This is exactly the premise of our portfolio company, Veltris. Plus deep domain knowledge in specific verticals to deliver vertical AI agentic workflows. You’re right, every company can’t figure all this out *and* implement these workflows themselves @HiralChandrana

[Kaustuv Sen @kaustuvs]

@davidpattersonx Basic misunderstanding of how the economy or production functions work

[Kaustuv Sen @kaustuvs]

@paulg Bingo. . . the adoption of intelligence is limited by the intelligence of the human, not of the higher intelligence of the AI. This is obvious from studying human adoption of better intelligence from other humans, e.g. think of why malaria is not solved indeveloping countries

[Kaustuv Sen @kaustuvs]

@bindureddy There will be more consultants and researchers, not less, as a result of this. Like Excel created an explosion of financial analysts and FP&A planners and tax analysts / planners, or CAD/CAM led to more mechanical and civil engineers

[Kaustuv Sen @kaustuvs]

@lessin And if replicate institutions, well, no longer have benefits of decentralization. Most of finance *needs* centralized institutions to prevent snake oil sales on what asset is worth since involves $… unlike, say, content where ok for consumers to distribute own words, pics etc

[Kaustuv Sen @kaustuvs]

@lessin #1 won't work. Core issue w pvt companies etc isn't verifying asset title or contracts, it is protecting from naive valuation: why securities laws, SEC, IPO u/writers, banks etc exist. Unless replicate all those institutions on chain, will wreck investors and self-destruct.

[Kaustuv Sen @kaustuvs]

@SahilBloom @nathanbaugh27 Actually, around 8.6% CAGR. At 8%, it would have been worth only around $100M or ~half as much. The power of compounding, where that extra 0.6% makes such a huge difference… stunning!

[Kaustuv Sen @kaustuvs]

@landforce Have you looked at Drafts?

[Kaustuv Sen @kaustuvs]

@nytimes @DLeonhardt 1/5,000 every day is about 7.3% annually, a rate barely lower than ALL Americans since the beginning of the pandemic, unvaxxed for most of that that period. How is this good?

[Kaustuv Sen @kaustuvs]

@MonicaGandhi9 1/5,000 every day is about 7.3% annually, a rate barely lower than ALL Americans since the beginning of the pandemic, unvaxxed for most of that that period. How is this good?

[Kaustuv Sen @kaustuvs]

@krishnanrohit One of the strengths imo is precisely the lack of mental investment in one business model/ecosystem; & pattern recognition across hundreds. Avoids tunnel vision. Answers here, for example, replete with startup ecosystem biases (eg startup folks are the smartest), often misplaced

[Kaustuv Sen @kaustuvs]

@AdiKumar52 @DjokerNole @andyroddick @JohnMcEnroe Hah! Right?

[Kaustuv Sen @kaustuvs]

@david_kochman @BradSpellberg @mugecevik Also plenty of data from Qatar and PHE in the UK supports same conclusion… so it’s not just Israel. US has not tracked breakthrough infections so really impossible to answer statistically here other than through small studies like the Mayo Clinic one (which broadly supports)

[Kaustuv Sen @kaustuvs]

@david_kochman @BradSpellberg @mugecevik @BradSpellberg’s post above is about unvaxxed % of all tests, not limited to early vaxx controls