Omid Jahanbin

AI, Entrepreneurship, Global Macros | SVP, @ConsilioGlobal | ABL(c): always be learning (and closing). All POV expressed here are personal.

[Omid Jahanbin @omidify]

Most investors think upside shrinks as companies get bigger.

@plaffont’s / @coatuemgmt data suggests the opposite.

The real risk isn’t buying great companies “too late.”

It’s selling them too early.

The market systematically underestimates duration.

Everyone wants to find the next $10B company.

The biggest fortunes are often made holding the future $1T company.

[Vala Afshar @ValaAfshar]

Poor manager Good manager
—————— ——————
Controlling Collaborative
On the sideline Player coach
Self-centered Humble, giving
Big opinions Lifelong student
Company first Customer first
No feedback A Mentor
Demanding Developing

[Omid Jahanbin @omidify]

@ZayvenKnox Claude

[Omid Jahanbin @omidify]

@chamath AI power constraints framed as ‘hyperscalers win, model labs lose’ assumes those are separate teams. Anthropic trains on AWS and GCP. OpenAI runs on Azure and Oracle. If the labs are power-starved, hyperscaler AI revenue is power-starved with them. The constraint is upstream of everyone.

[Omid Jahanbin @omidify]

Hey @Hanes, are you the next personal garment company to pivot to AI? DM me the deets 📈🚀🌜

[Omid Jahanbin @omidify]

S&P just hit a new all-time high.

Wall Street is popping champagne, calling it a “recovery” and “risk-on rebound.”

Meanwhile:
CPI just spiked to +3.3% YoY (biggest jump in years, energy +10.9% in a month).

UMich consumer sentiment crashed to 47.6 — an ALL-TIME LOW in 74 years of data.

This isn’t strength. It’s the same old story: the asset economy is completely divorced from the real one.

Portfolios up. Paychecks wrecked by gas, groceries, and rent.

Two Americas. One’s winning. The other’s just trying to survive the month.
Wake up.

[Omid Jahanbin @omidify]

3/ The companies that survive this aren't the ones hoping for a Fed pivot.

They're the ones that built lean, generated real cash, and didn't bet the balance sheet on cheap money continuing forever.

Boring fundamentals (and defense corps) win again.

[Omid Jahanbin @omidify]

🧵 1/3: The Iran war just did something tariffs couldn't — it made inflation a 2026 problem again.

Oil at $98. Core PCE at 3.1%. GDP at 0.7%.

The Fed can't cut. Growth is stalling. Stocks just closed their 3rd straight down week.

[Omid Jahanbin @omidify]

2/ Everyone's blaming geopolitics. But the structure was already fragile.

You can't run a $2T deficit, keep rates at 4%+, and expect businesses to invest.

The war didn't create the risk. It just made it impossible to pretend the risk wasn't there.

[Consilio LLC @ConsilioGlobal]

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[Omid Jahanbin @omidify]

@DougMcMillon How does @Walmart, one of the largest retailers in the world, not have tap payments? Literally my next-door neighbor kid who sells 3-D prints has tap.

[Omid Jahanbin @omidify]

@F_Compounders @grok main takeaway as an individual investor, not necessarily in BRK

[Omid Jahanbin @omidify]

@bencera @OneManSaas @bencera any primer or guide you’d recommend… starting to reach point need to scale differently

[Ray Dalio @RayDalio]

Most people are reluctant to take in information that is inconsistent with what they have already concluded. When I ask why, a common answer is: "I want to make up my own mind." These people seem to think that considering opposing views will somehow threaten their ability to decide what they want to do. Nothing could be further from the truth. Taking in others' perspectives in order to consider them in no way reduces your freedom to think independently and make your own decisions. It will just broaden your perspective as you make them. #principleoftheday

[Omid Jahanbin @omidify]

@chamath This framework is clean but incomplete. Intelligence isn’t just p × c × a — it’s (p × c × a) × d. Data is the gradient signal that makes the other three useful. Without differentiated data, scale just converges models to the same ceiling.

[Omid Jahanbin @omidify]

Told my OpenClaw assistant: "build an interactive visualization of Ray Dalio's economic variables"

4 min later: live site w/ 9 variables, 6 countries, dynamic narratives.

No IDE. Conversation → deployed code.
https://t.co/eWjBEqGAO8

@RayDalio #AI #Agents #Productivity

[Omid Jahanbin @omidify]

@eberrywhere @DFWAirport @AmericanAir Just be honest: you (@AmericanAir) requested the ground stop at DFW due to staffing shortages.

[Omid Jahanbin @omidify]

Totally crushing w/ @FactoryAI Droids + 5.2 + Flash for some pretty sophisticated high-speed, multi-threaded use cases. Implications staggering. 🚀

[Omid Jahanbin @omidify]

@emollick Living in your personal matrix > the cold reality of AI fact checking

[Omid Jahanbin @omidify]

OpenAI’s Deep Research model just blew away others on Humanity’s Last Exam (3K challenging questions from top experts across hundreds of domains). These questions are insane: