Neeraj Pandey

Observer. Investor.

[Brian Feroldi @BrianFeroldi]

The biggest winners of the next 20 years are optimized for growth today, not profits.

This is a major reason why I de-emphasize the P/E ratio.

[Mark Gurman @markgurman]

BREAKING: Apple is suing OpenAI, accusing it and its hardware chief of a coordinating trade secret theft campaign to help build its upcoming suite of AI devices.

[Antonio García Martínez (agm.eth) @antoniogm]

Just bought a Tesla Y Performance, and other than a pickup truck for hauling or a truly fast track car as a toy, I'm not sure why you'd own anything else.

Everything else I drive feels like regressing a decade.

I barely even touch the wheel anymore, and just punch in an address and have the car take me there. At some point, I assume we'll dispense with the wheel.

[Chief Nerd @TheChiefNerd]

GAVIN BAKER: “Tesla and Elon have done more to decarbonize the world than all environmental activists combined.”

[World of Statistics @stats_feed]

Top speed at World Cup 2026

🇫🇷 Kylian Mbappé: 37.6 km/h
🇲🇦 Achraf Hakimi: 35.6 km/h
🇳🇴 Erling Haaland: 35.6 km/h
🇪🇸 Lamine Yamal: 35.5 km/h
🇧🇪 Romelu Lukaku: 31.4 km/h
🏴󠁧󠁢󠁥󠁮󠁧󠁿 Harry Kane: 31.4 km/h
🇦🇷 Lionel Messi: 30.9 km/h
🇨🇭 Granit Xhaka: 28.9 km/h

Source: FIFA (Mbappé), Sofascore

[Arnav Sahu @arnavsahu341]

(1) 1 year ago - there was a lot of fear that the labs will win and startups will lose. The data today suggests - labs are winning and startups are also winning. The labs did not kill Harvey, Legora, Cursor, Supabase, Clickhouse, Sierra, Vapi, Decagon, Opencode, Fireworks, Blacksmith - all of them are winning. It turns out when markets are so large - maybe some win more than others - but everybody can win.

(2) Companies are still built by great people and those are the only moats that matter in the long-term. Post PMF, hiring and retaining great talent is the hardest thing. Even if the labs have the resources to do everything, they cannot retain all the great people for all the products, offer the same equity upside for the missionaries at trillion-$ valuations and therefore cannot win every market. The history of incumbents proves this.

[Dustin @r0ck3t23]

Elon Musk just exposed the most expensive physics failure in transportation history.

For a hundred years, nobody caught it.

Every diesel semi that crosses a mountain pays twice. Fuel to climb. Brakes to survive the descent.

At the summit, 80,000 pounds of freight holds enormous gravitational potential energy.

Free energy. Sitting right there.

Musk: “In a diesel truck, you actually don’t capture the energy of height or potential energy.”

Musk: “You have to actually spend a lot of money on expensive brakes going down the other side so you don’t run out of control.”

Diesel’s solution for a century? Destroy every watt of it as waste heat and burn through brake pads every few months.

Nobody questioned it. Not the engineers. Not the operators. Not Wall Street.

Because combustion made the loss invisible. You cannot turn momentum back into liquid fuel. So the entire industry mistook the limits of their engine for the limits of physics.

The Tesla Semi broke that assumption wide open.

Musk: “An electric semi truck is able to recapture the gravitational potential energy and in fact puts the energy back in the pack.”

Every descent charges the battery. The mountain stops being a toll.

It becomes a power plant.

Analysts keep running cost-per-mile models. Kilowatts versus gallons. Sticker versus payload.

Wrong equation entirely.

You don’t outcompete a machine that turns the terrain itself into fuel.

The trucking industry never had a fuel problem.

It had a hundred-year physics problem dressed up as the cost of doing business.

One man solved it. The rest are still buying brake pads.

[dar @radbackwards]

Exclusive NEO Hand Trading Card

[Sheel Mohnot @pitdesi]

Model Y Juniper is incredible.

Nothing else out there is even close (3 is good but I wanted more cargo space, Cybertruck is too big)

Tesla makes the only cars sold in the US that drive by themselves… I don’t see how you can buy anything else as your daily driver.

[Bernt Bornich @BerntBornich]

Introducing NEO’s 25 Degrees of Freedom, tendon-driven hands — nearing or surpassing human-level dexterity, strength, speed, and reliability.

For seventy years, robotics worked around the hand problem. The humanoid bet is the reverse: it lives or dies at the fingertips.

[Luke Metro @luke_metro]

Muse Spark 1.1 is trained on the screen recordings of Meta employees, which makes it best-in-class at applying for jobs at Anthropic

[Austin Lieberman @LiebermanAustin]

$META is about to pull a $GOOGL 2025

[DHH @dhh]

I've been a Tesla convert for years. Model X, Model S Plaid, Cyberbeast. But the Model Y we just got still blew me away! It feels so tight, so well built, so right. Unbelievably good car and good value. It sending an Aston Martin DBX 707 and Taycan Turbo S out of the fleet!

[Alexandr Wang @alexandr_wang]

🏆 tell your local lawyer to try out muse spark 1.1

[Greg Brockman @gdb]

We’ve brought together ChatGPT and Codex, in the form of ChatGPT Work: an agent for your most ambitious work.

Use it from mobile or web, in addition to desktop — no need to leave your laptop cracked open!

[Greg Brockman @gdb]

typing into a phone or computer is painfully unnatural

[John Collison @collision]

It’s really good — feels like the moment where the voice modality for AI apps will finally take off. Upgrade to the latest version of the ChatGPT App to get it. (Also great launch video.)

[Sam Altman @sama]

5.6 livestream going now.

in addition to the model, 3 major product things.

1. ChatGPT Work--really big deal!
2. new ChatGPT desktop app
3. hosted sites

[Jonah Lupton @JonahLupton]

I’m still laughing that some of you were selling your data center and neocloud stocks last week because you thought $META had excess capacity to sell 🤣

Stop believing all the nonsense being spewed by the media… they have their own agendas… they also get fed bullshit narratives by the buy side that need better entries into the stocks and sectors they missed… do yourself a favor and have a well thought out thesis that doesn’t change week to week based on what the media is saying… stop getting bagged by shitty journalists.

Compute will be a significant bottleneck for at least another 2-3 years… probably longer.

Memory will be supply constrained for at least another 2-3 years… maybe longer.

Hyperscalers will increase their 2026 capex spending estimates when they report Q2 earnings.

Hyperscalers (ie $GOOG $AMZN $META $MSFT $ORCL $SPCX) will spend over $1 trillion on capex next year.

We are still in the early innings of ai, stop believing the bears, they’ve already missed some massive gains and they’ll keep missing them unless they change their tune.