Sheel Mohnot

I write my own tweets. politically centrist, abundance minded. Work: @btv_vc, leading pre/seed rounds in fintech & vertical AI

[Sheel Mohnot @pitdesi]

@bogdan_veliscu 💯

[Sheel Mohnot @pitdesi]

United is blocking AI agents from booking tickets on its system.

CEO Scott Kirby says “I don’t want to create another middleman”

But the agents can book using an OTA, which is still a middleman and costs United a little more than the agent going direct!
https://t.co/UdOdgiVMU9

[Sheel Mohnot @pitdesi]

@mualphaxi Crazy

[Sheel Mohnot @pitdesi]

Clever: Talarico campaign ran anti Ken Paxton ads against people who googled “my husband cheated on me”

[Sheel Mohnot @pitdesi]

@ramit Taj and ITC breakfasts are so good!

[Sheel Mohnot @pitdesi]

@mualphaxi It’s a complete nonfactor but still fun!
Are these actually the people behind Platner? Morons

[Sheel Mohnot @pitdesi]

@juokaz I don’t see how they could do the latter though!

[Sheel Mohnot @pitdesi]

Google in 2004: IE has 95% share of browsers. Why even compete

Facebook in 2005: MySpace has 80% of the social media market. Why even compete?

Apple in 2009: BlackBerry has 60% of smartphone sales. Why even compete?

[Siri Srinivas @pjux]

TIL TSMC has 72% market share. Why would you even compete with them at this point. If I were Intel I’d shut shop.

[Sheel Mohnot @pitdesi]

@FutureIslaxp @ScottNover @TheStalwart @aaronjschaffer I disagree. If a longtime friend invites you on a trip you should go

She doesn’t regulate stripe

[Sheel Mohnot @pitdesi]

@0x_Parzival Wdym? Targeted opening is end of 2027

[Sheel Mohnot @pitdesi]

@sagupta_nyc No- far less than 1%
But clever / fun nonetheless

[Sheel Mohnot @pitdesi]

@ClarityFold True!

[Sheel Mohnot @pitdesi]

“The contract with SpaceX will not be extended beyond the middle of next year.”

Anthropic is set to pay $9.3B/quarter but can exit in 2027.

If ANT walks and SpaceX can’t replace the revenue, that’s a ~17% hit to projected H2 sales, assuming it wasn’t in analyst projections

[Jukan @jukan05]

Interesting remarks Anthropic made in a meeting with the sell side:

- Anthropic has the stability and the better talent that open source lacks.

- The AI market is winner take all. As long as we execute properly, we will take all of it.

- The contract with SpaceX will not be extended beyond the middle of next year.

- Developing Opus 5.5 cost more than $10 billion.

[Sheel Mohnot @pitdesi]

@tomaxwell I loved Trinidad but never made it over to Tobago

[Sheel Mohnot @pitdesi]

@heysamir_ @slateauto Maybe there is some marginal customer who would be considering both but I doubt there are many!

[Sheel Mohnot @pitdesi]

Damn… limited to 25MPH, sold to fleets only, and $20k

[Motor1 @Motor1com]

Scion is back... and will sell kei trucks in America.

The brand has released the KEI-01, a 660-cc mini truck that will be built and sold in the US.

Yes, you read all of that correctly.

[Sheel Mohnot @pitdesi]

@heysamir_ @slateauto cybertruck costs $85k and has 5 seats
Slate costs $25k and has 2 seats.

Slate sorta competes with the Kei

[Sheel Mohnot @pitdesi]

@heysamir_ @slateauto Doesn’t compete with cybertruck imo

[Sheel Mohnot @pitdesi]

@Adamamejuice @leehower Yeah they can certainly grow to require it themselves

[Sheel Mohnot @pitdesi]

@JohnArndt Yup, seems hard to compete with that

[Sheel Mohnot @pitdesi]

@SukritGanesh Yeah exactly that kind of thing