Vaibhav Gupta

Tech lover, foodie, possible mutant, and certified nutbag. Enjoy the show.

[Vaibhav Gupta @onlyvaibs]

@SMcpot508 @BankofAmerica Had the same issue

[Vaibhav Gupta @onlyvaibs]

Cus that's what laid off employees need to look forward to, snacks they will never have or fear that the snacks will disappear

[Polymarket @Polymarket]

JUST IN: Meta’s CTO says morale is near “the worst it’s ever been” — leadership will offer increased snack budgets to lift spirits.

[Vaibhav Gupta @onlyvaibs]

Had higher hopes for this one

[greg @greg16676935420]

I wonder why

[Vaibhav Gupta @onlyvaibs]

Telling you @BrooklynNets you need some fire in you or get ready to be Charlotte or Orlando?

[The New York Times @nytimes]

From @TheAthletic: The Yankees have the Mets. The Giants have the Jets. The Rangers have the Islanders. The Knicks have no rival for New York’s heart, so this championship means so much more to the city. https://t.co/vU5svOdZvW

[Vaibhav Gupta @onlyvaibs]

This is why fable 5 was taken off market

[TaraBull @TaraBull]

Claude Fable 5 reportedly rebuilt a GTA VI-style game in 10 hours with 4M tokens.

Rockstar games has taken over 8 years and approx. $1 BILLION

No studio. No payroll. Just a prompt.

[Clemente @clementetv_]

If The Big Short was made in 2026

[Vaibhav Gupta @onlyvaibs]

Taylor Swift and Kylie gave the Knicks a win. It’s the only way to explain how the Spurs gave up a fucking 29 point lead…. 29 fucking points

[Vaibhav Gupta @onlyvaibs]

Asha Sharma for the win putting Xbox ambitions out there and challenging the biggest gaming players in the world. Have a strong feeling something wild will happen with Xbox in the next year and no one will expect anything

[Vaibhav Gupta @onlyvaibs]

Every Knicks fan is going to pull the superstition of either Trump being there as the reason they lost or both Kylie/Timothee not being there as the reason

[Vaibhav Gupta @onlyvaibs]

@DrClownPhD After all the good gameplay and how awesome the story looks, this is such a shit move

[Vaibhav Gupta @onlyvaibs]

More or less

[Vaibhav Gupta @onlyvaibs]

Congrats @Rewkang on an amazing interview!!

[EllioTrades @elliotrades]

Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire @RoboStrategy

He is widely considered THE leading investor in robotics

@Rewkang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN

This interview is a masterclass on Robotics investing in 2026

1:18 – Why robotics today feels like crypto in 2015
4:23 – Is robotics a bigger opportunity than Bitcoin?
10:30 – Robotics 101: players, problems & bottlenecks
16:40 – Who's leading the race: Tesla vs Figure
23:10 – China's 100+ robotics companies & the real investment risk
25:28 – US vs China: who's actually ahead?
33:40 – How many human jobs will be replaced?
38:00 – The "ChatGPT moment" for robotics
43:55 – UBI & the new social contract
46:30 – Why Andrew built Robo Strategy
51:20 – Lessons from Bitmine, MicroStrategy & Saylor
1:07:50 – The Boston Dynamics question
1:12:09 – His most contrarian bet: avoid model-only companies
1:19:55 – Tesla or Figure?
1:23:26 – Figure's valuation in 5 years: bear, base & bull
1:29:20 – Final words of wisdom

[Vaibhav Gupta @onlyvaibs]

Called it

[Chamath Palihapitiya @chamath]

Yup.

[Vaibhav Gupta @onlyvaibs]

Happy Friday, boom headshot

[Brandon Arvanaghi @brandon]

AI agents can now start real businesses.

@Meow lets your AI agent form a company, get an EIN, open a bank account, issue cards, and move money in a single prompt.

Works with Claude, Cursor, ChatGPT, Gemini, and more.

The first end-to-end company builder for agents.

[Vaibhav Gupta @onlyvaibs]

Eid Mubarak

[Vaibhav Gupta @onlyvaibs]

@KaiXCreator The Ferrari Luce

[Vaibhav Gupta @onlyvaibs]

@Rewkang @RoboStrategy Why consider robotics or mechanical solutions? There is an innate fear with any new technology and an ongoing fear with technology through adoption. So why use solutions which may decrease the rate of adoption unless you’re a super org (ie: the SpaceXAI super case)

[Vaibhav Gupta @onlyvaibs]

Even Apple knew when it wasn’t worth getting into the fight. Why Ferrari, Tesla wins in specs and the car looks like a glorified Nissan

[@jason @Jason]

Who made this?!?!

[Vaibhav Gupta @onlyvaibs]

If you took Sean Paul and replaced his voice with a bass instrument, Shaggy and Spice would not see a difference in Go Down Deh.

Also Shaggy can use his voice to turn on 6 generations across his lifetime