MANOJ MADHAVAN

[MANOJ MADHAVAN @MANOJMMK]

@googlenesthelp I am struggling with nest support for my 3rd gen thermostat giving e74 error. Tried everything suggested...they are just saying get an HVAC tech...but the old thermostat works just fine....this is second unit I that hasn't lasted over 2-3 years. What is exp life ?

[MANOJ MADHAVAN @MANOJMMK]

@PJ_Marcum @RitikV2 @elonmusk Agreed i priced a tesla, it was the same as my 2 other cars combined. Insurance cost is a big barrier

[MANOJ MADHAVAN @MANOJMMK]

@flick504 @RitikV2 @elonmusk right up my alley...i have a 15 passat and a 24 cx-5...looked at ModelY multiple times now...i pay 2000/yr for both vehicles....i think you are in a very unique position not the average buyer

[MANOJ MADHAVAN @MANOJMMK]

@RitikV2 @elonmusk You conveniently leave out insurance cost. IMO insurance cost is the biggest cost that stops me from going ahead with a tesla....the new model y premium is an amazing product market fit

[Naval @naval]

The real tax is society forcing otherwise productive people to pay attention to politics.

[Hindenburg Research @HindenburgRes]

Something big soon India

[MANOJ MADHAVAN @MANOJMMK]

So Tesla is going to only give navigation for a $50k+ car for only 8 years? This seems like a click bait. Are they going to make everything a subscription? #tesla #modely #teslamy2024 @MKBHD @carsandbids @ElectrekCo @verge @InsideEVs @Tesla @CNBC @YahooFinance @business

[Dante Lentini @dantelentini]

Think different. #applevisionpro

[MANOJ MADHAVAN @MANOJMMK]

@Tesla @elonmusk Trying to check out #Teslamodely but the website has little to no specs. It's a pain to get a clear list of features included(LR has a fog lamp vs SR), battery types etc. You guys should really consider adding a spec sheet other than just the 0-60 times..

[Chamath Palihapitiya @chamath]

I was really curious about Buffett’s ownership of the Japanese trading companies and wanted to understand why he did it?

As it turns out, the trade is really brilliant.

He found a group of companies that had very low volatility, grew earnings predictably, had a good dividend yield and, in most cases, were buying back their stock.

But it’s what he does next which is so awesome:

As far as I can tell, he issues Japanese debt at very low rates, uses the proceeds to buy the stocks and then uses the dividends he then gets from owning these stocks (which are greater than the interest rates he’s paying to borrow in the first place) to pay the coupon!

What’s left over is a near-risk less bet where he’s borrowed trillions of Japanese Yen for free to buy billions of dollars of companies growing earnings in the mid teens.

And over a 10-20 year holding period, he becomes insensitive to currency vol and so really can’t lose money. He locks in the earnings gains over this period along with whatever spread he keeps between his dividends and his coupons.

The only way this trade blows up, I suppose, is if the Japanese economy totally craters but these companies are sufficiently exposed to the rest of the world that this outcome is pretty unlikely.

It’s inspiring to see folks act this intelligently at scale. That’s why he’s the 🐐.

[MANOJ MADHAVAN @MANOJMMK]

First time getting truly blown away by an apple product....what a leap! #WWDC2023

[Marques Brownlee @MKBHD]

Apple Vision Pro kinda combines the watch the the iPhone and the Mac

3D single piece of glass at the front
Cameras and sensors facing outwards

Button to capture photos and videos, and Digital Crown

Aluminum frame

Modular with different shapes and sizes to fit faces

Flexible straps with auto parts for spatial audio near your ears

Magnet attachment and micro adjustments available

3D knitted headband with cushion
There are optical inserts from Zeiss that adjust for vision differences

2 hours of battery life, connect via a proprietary woven cable and magnetic puck

More than a 4K display for each eye

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

Men used to go to war now they make podcasts

[MANOJ MADHAVAN @MANOJMMK]

@JPrakashSampath It's all the bay area Twitter employees lol...!

[MANOJ MADHAVAN @MANOJMMK]

@ESPNPlus was able to watch the first @F1 race this season with espnplus ....now not able to watch them...I have the bundle without live tv.....this is ridiculous how much more money do you guys want from people 😅 where's the value ?

[MANOJ MADHAVAN @MANOJMMK]

@dylanterrill any exposure to SIVB for @asaakmobile? Especially with the latest crowd safe closing not so long ago.

[Dylan Terrill @dylanterrill]

taking walks without stimulation (podcasts, audiobooks, music) hit different

[MANOJ MADHAVAN @MANOJMMK]

@ChipotleTweets did you guys check your red salsa lately! Has gotten way hotter lately.

[Marques Brownlee @MKBHD]

My 2 litmus tests for whether or not a stranger is a good person:

1: They put the shopping cart back where it belongs

2: They stand a few feet back from the airport baggage claim until they see their bag, instead of cutting in front and blocking people's view for no reason

[MANOJ MADHAVAN @MANOJMMK]

@theallinpod @SpaceX @chamath being austere would be not buying alpaca and buying merino🤣 ...not happening

[MANOJ MADHAVAN @MANOJMMK]

@theallinpod @Jason @chamath @friedberg @DavidSacks Would like to hear about the biggest lifechanging moment/incidence for all the besties