Parshva Dugad

Data, Arsenal, @thefoodietunes

[Parshva Dugad @parshvadugad]

@atShruti Enjoy the journey is outta the window now!

[Parshva Dugad @parshvadugad]

@adityaag The ones where he is offside. He may end up having the highest offside numbers

[Parshva Dugad @parshvadugad]

@pitdesi Unlucky…but what a performance!

[Parshva Dugad @parshvadugad]

@jatin_batra1 @pitdesi Try out @NationalPro emerald club. You can just walk in, pick up any car from the aisle and drive out. Within 2 mins every time

[Parshva Dugad @parshvadugad]

@pitdesi @aleximm @saltandstraw 2 more - Lychee
Black Jamun

[Parshva Dugad @parshvadugad]

@pitdesi Simply South / Bharat Bhavan - Irving

[Basumati Busquests @Basumati_Busi]

Kolhapur Gunners moving mad 😭😭❤️❤️

[Arsenal @Arsenal]

The Arsenal. Your Premier League champions.

[Parshva Dugad @parshvadugad]

@adityaag Interesting take. Something similar on how slack gave a bigger shot to the original glitch team.

[Dustin @r0ck3t23]

Mark Cuban just described the largest wealth transfer of the AI era.

Almost nobody understood what he said.

Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.”

Not tech startups.

The shoe store. The regional trucking outfit. The accounting firm with 12 employees.

The businesses that actually run the physical economy.

They know AI is coming. They have no idea what to do with it.

Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.”

Software is dead.

The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever.

AI ends the contract.

The business stops bending to the software. The intelligence bends to the business.

But customized by whom.

The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is.

Cuban: “Who’s going to do it for them?”

That question is worth more than the frontier models themselves.

Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer.

Let them fight.

Let them burn the capital. Let them drive the cost of raw intelligence toward zero.

Because the wealth does not collect where the brain is built.

It collects where the brain meets the business.

Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic.

Cuban is staring at the other 99 percent of the economy.

Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates.

Walk through the door. Understand their problems. Wire the intelligence directly into their revenue.

That is not a job title. That is an entire economic class being born.

You do not need to build the brain. You need to build the nervous system.

The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in.

33 million companies are standing in the dark right now.

Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.

[Parshva Dugad @parshvadugad]

@MartinGTobias thanks. will check it out.

[Parshva Dugad @parshvadugad]

@pitdesi @thistrippjones @kiandouz @lyft Uber does this part. Let’s you add people from your contacts if you’re booking a ride for someone else

[Parshva Dugad @parshvadugad]

@ColinGardiner what kind of details you'd generally prefer to see ?

[JC Bahr-de Stefano @jbahrdestefano]

Stupidest behavior I've seen on @brexHQ getting acquired by @CapitalOne for $5.15B:

- Saying Brex "lost"
- Mocking Brex for the outcome
- Claiming investors lost money

If losing means starting a business that gets sold for over $5B in 9 years, where both founders make hundreds of millions of dollars, sign me up and call me a loser. What on earth are we talking about? They built an amazing business and pulled off an incredible turnaround when things got crazy at the top of the market.

Tongue in cheek barbs are fine + fun. But braggadociously rubbing their face in it signals a true lack of grace. Not only that, but also a view that the world is scarce. It's not enough for the company you invested in to win - everyone else must lose. That's insane. The world is abundant. There's more than enough success to go around. There just aren't enough people willing to do the hard thing every single day for years to realize that kind of success. Ramp used to say they had 1% of the market when they were like a $20B company. There was, and is, enough room for many winners. Celebrate success and stand people up. Don't cut them down.

If you think anyone lost money, you don't understand how any of this works. Even investors at $12B and $7B made their money back sitting on top of a 1x liquidation preference stack.

[Parshva Dugad @parshvadugad]

Believe.

[Ebere @EbereEze10]

I swear imma make It and when I do, they're gunna show this tweet lol

[Andrej Karpathy @karpathy]

Part 2 of this mystery. Spotted on reddit.
In my test not 100% reproducible but still quite reproducible.
🤔

[Don @Opresii]

Breakfast is ready

[Parshva Dugad @parshvadugad]

@adimaniacal 🍚 …twice

[Dilip Kumar @kmr_dilip]

In the last decade, over 50+ telemedicine startups in India raised more than $2 billion and most have shut down. The pitch was- India has too few doctors, too many patients, and a broken healthcare system. Technology would fix it. But it didn’t.
Here’s a breakdown.