Pritesh Kapadia

Compounding capital and thoughts.
Bets include: Revolut, Monzo, Perplexity, Replit, Nothing, Northwood Space & more.

[Pritesh Kapadia @priteshthinks]

The goal is to be your most authentic self

[Pritesh Kapadia @priteshthinks]

Not being glued to your phone will be high status

[Pritesh Kapadia @priteshthinks]

Corporate April Fool's is cringe

[Pritesh Kapadia @priteshthinks]

US SaaS trading like UK equities.

[Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk]

PagerDuty now at $667m market cap on $500m ARR, so just over 1x ARR

But it’s worse than that, as they have $550m in cash

So enteprise value closer to $120m on $500m ARR

Growth is 1%, customer count has not grown.

You MUST accelerate today. This is ALL the markets care about.

[Pritesh Kapadia @priteshthinks]

Watched this demo 20 times. OpenClaw for the masses!

[Perplexity @perplexity_ai]

Announcing Personal Computer.

Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7.

It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini.

[Pritesh Kapadia @priteshthinks]

It just doesn't stop. How is anyone keeping up with all the AI news

[Pritesh Kapadia @priteshthinks]

@milalolli 🇬🇧

[Pritesh Kapadia @priteshthinks]

Timeline feels surreal seeing all this love for London tech

[Pritesh Kapadia @priteshthinks]

Bullish.

[GRITCULT @GRITCULT]

https://t.co/4hf0mJRjf5

[Pritesh Kapadia @priteshthinks]

London is the contrarian bet.

[Pritesh Kapadia @priteshthinks]

A year ago ChatGPT felt untouchable. 6 months ago Gemini's distribution looked like it would swallow everything. Today it's Claude's moment. The pendulum keeps swinging. All boats are rising, just not equally.

[Pritesh Kapadia @priteshthinks]

Perplexity cooked.

[Perplexity @perplexity_ai]

Introducing Perplexity Computer.

Computer unifies every current AI capability into one system.

It can research, design, code, deploy, and manage any project end-to-end.

[Pritesh Kapadia @priteshthinks]

Perplexity tried to fight Google.
Google and OpenAI copied Perplexity.
Claude did what Perplexity should have done.
Perplexity just needs to copy Claude now.

[Christian Catalini @ccatalini]

1/ Some Simple Economics of AGI—🔥🧵
Right now, there is a low-grade panic running through the economy. Everyone is asking the same anxious question: what exactly is AI going to automate, and what will be left for us?

[Pritesh Kapadia @priteshthinks]

Go all in on AI

[Pritesh Kapadia @priteshthinks]

This is wild.

[Pritesh Kapadia @priteshthinks]

We're going from everyone is a "content creator" to a world where everyone is a "software creator"

[Anish Acharya @illscience]

https://t.co/MoVeOzXfVA

[Pritesh Kapadia @priteshthinks]

Now, adopt AI or die

[Pritesh Kapadia @priteshthinks]

Previously, adopt technology or die
Now, adopt sustainability or die

[Pritesh Kapadia @priteshthinks]

Create, create, create

[Pritesh Kapadia @priteshthinks]

Seems like startup swag is cool again