Manoj Iyer

Mostly tweet on ---

Stock Market | Life Goals | Data & Insights | Technology | Trivia | AI workflows | Market research | Automation

[Manoj Iyer @miyer83]

A great business isn’t automatically a great investment. At a reported $1.5tn valuation, what would Anthropic need to deliver? I worked backwards through the growth, margins and exit price. The assumptions matter more than the headline. https://t.co/L4g1xeOPI5

[Manoj Iyer @miyer83]

@ajambrosino Dot’s coordination is really flaky - Constant cloud tasks disconnects, random repetitive approval requests, one dot chat window for all tasks/projects mske tracking and monitoring a nightmare

[Manoj Iyer @miyer83]

@thsottiaux Over the past 3 weeks, Much improved usage efficiency + random and banked resets have ensured the onetime credits I got of over 60k were never used!
Remove the Dec 31st expiry and extend it to next year 🍻🍻

[Manoj Iyer @miyer83]

I open-sourced whats-priced-in: a reverse-DCF CLI. Price in, assumption out.

Fictional example: $150 price, $8 FCFE/share, 11% cost of equity, 4% terminal. Implied: 7.17%/yr FCFE/share growth for 10 years. Terminal = 55.8% of value.

Not advice.
https://t.co/VswqfNhwqt

[Manoj Iyer @miyer83]

I built leanrun for Codex checks.

Reuse valid proof. Block cooperating duplicate runs. Rerun when declared inputs change. Keep full logs locally.

A small local wrapper, not a magic token-saving switch.

https://t.co/gXtbXZ0MNR

[Manoj Iyer @miyer83]

#stockvaluations #investing

A visual guide based on Prof. Aswath Damodaran’s teachings: connecting a company’s story to cash flows, choosing the right valuation method, and keeping growth, reinvestment and risk consistent. https://t.co/97MOYETFmQ

[Manoj Iyer @miyer83]

@woody_research @grok explain this gif! Is this a custom built grok bot terminal or a gimmicky animation?

[Manoj Iyer @miyer83]

OpenAI’s reported valuation looks very different depending on which year’s revenue you use.
A closer look at the growth assumptions, compute bill and dilution risk, and what has to go right for a buyer. #OpenAI https://t.co/6IGJND0r0A

[Manoj Iyer @miyer83]

@JamesMalsawm You would eventually be saving on backnforth! -- I'm not going to any other models...not even fable! ... Opus 5.5 rocks!

[Manoj Iyer @miyer83]

What does ₹1,119 a share actually assume about Jio? #JIOIPO

Rather than predict a listing price, I worked backwards: what would the business have to deliver to justify it? https://t.co/aPP1s0ZoUv

[Manoj Iyer @miyer83]

@aiwithadb @AnthropicAI Same here! -- I had to ask Opus 5.5 to slow down and spread out spinning cloud sessions just so my weekly usage is stretched...either u exhaust and wait for reset...or u throttle and stretch the usage :(

[Manoj Iyer @miyer83]

@jpshrodinger Usage resets at this frequency… (every other day) is pointless

[Manoj Iyer @miyer83]

@aiwithadb @AnthropicAI - This is not going to push IPO valuation past 1.5tn$ … 😅😅

[Manoj Iyer @miyer83]

It’s estimated that….Every 200$ sub translates to losses of around 8k$ and 14k$ monthly to #openai and #anthropicAI

🫪🫪

[Manoj Iyer @miyer83]

#AITrading - Has anyone successfully deployed an AI agent doing trades autonomously?

Bored of seeing #GenAI images of profit bookings and greendots 😅😅

[Manoj Iyer @miyer83]

@LDT0545 Past 2 weeks or so….I have not even crossed 50% usage until a random global reset has kicked in 😵‍💫😵‍💫

[Manoj Iyer @miyer83]

Costco makes it easy to love the business. The stock deserves a harder question.
I dug into the membership economics, growth runway and expectations built into the valuation.
Here’s the deep dive https://t.co/G7KNZZ4XPE

[Manoj Iyer @miyer83]

@LeoBuilds_ I let openai #dot do the coordination with Claude opus 5.5 ( my daily driver) and soon it will be dot to duet to dot! Claude duet was the missing piece

[Manoj Iyer @miyer83]

@CampbellKaleb23 Ever since I have switched to Opus 5.5! Usage has definitely improved dramatically! No wonder #Claudeduet is based on the same model!

[Manoj Iyer @miyer83]

#claudeduet #openaidot #grokbot #MuseAI …..

Solo founders, microSaaS builders are truly cooked 🙏🙏

[Manoj Iyer @miyer83]

@LDT0545 Codex loses more money on higher tiers! 600$ unlimited is an impossible option to be offered!!