Saahil

28. Remixing stuff I come across.

[Saahil @saahil0826]

Why web 3 isn’t just a marketing gimmick.
The 3 versions of the internet represent the following use cases-

web1: read
web2: read / write
web3: read / write / own

In order to understand web 3 we need to start from the beginning, let's dive in!

[Ian Cassel @iancassel]

A bubble is any theme, industry or bull market you aren’t participating in 😆

[Tanay Kothari @tankots]

i grew up in delhi dreaming of building tech millions of people couldn't live without. today, @wisprflow is officially live in india!

before this launch, i flew to india to answer one question: does wispr flow actually work here?

in the back of an auto with horns blaring. a mumbai gym with punjabi music at full volume. a dhaba with the waiter rattling off the menu faster than you can type.

we went and found out - it worked every single time.

india became our second biggest market on its own. we 3x'd growth in 3 months with no campaigns or partnerships.

people just found wispr flow organically and made it part of their daily life. the least we could do was show up for them properly.

so we're launching wispr flow in india with hinglish & android support. because it's the way i've spoken my whole life. and the way everyone around me still does.

grateful to my co-founder @sahajgarg6, our india lead @findingnimo_, and everyone who made this possible.

[pep @pepcalma]

The longest 60 seconds of my entire life.

[Saahil @saahil0826]

Saahil nawalkha with Sahil Kapoor.
Photos are blurry but thoughts are clear!

[Anoop @CalmInvestor]

Nifty 500 PE went from 28 to 23 in the last 18 months.

25 years of forward 5-year returns, coloured by starting PE:
Green segments delivered 15%+ every time. Red ones ranged from -2% to 20%. PE told you how bad it could get. That’s about it.

FWIW, we’re in green territory now, assuming the E holds. Sustained $90+ crude from the Iran-US escalation would erode that denominator fast.

[Saahil @saahil0826]

https://t.co/8IWRjAcHz9

[Saahil @saahil0826]

everything

[Saahil @saahil0826]

$duol is available at 14.5x earnings multiple and a FCF yield of 6.63%. What can go wrong?

[ZLH @ZakariaLahmouz]

@claudeai

[Saahil @saahil0826]

https://t.co/jdtu7foUsC

[Saahil @saahil0826]

@Google @googlechrome Distribution is king

[Saahil @saahil0826]

Peaked so hard that it's been 2 months but I'm still losing fitness

[Saahil @saahil0826]

This whole marathon thing isn’t as easy as I thought it would be. The only thing that mattered at least while training for a half was just putting in the running reps in. But in the case of a full there are externalities like recovery, strength, hydration, nutrition.

[Saahil @saahil0826]

End of S2

[Saahil @saahil0826]

@QualityInvest5 Multiple compression

[Josh Viljoen @thejoshviljoen]

Quatr out here dropping album covers for Q3 earnings releases

[armand type beat @2irl4u]

@kevinxu Stable coin

[Saahil @saahil0826]

meta-cognition

[Saahil @saahil0826]

@dishen2609 I play pickle ball but can also run a 1 hour 30 min half marathon. Toh ab bata kya karna hein

[Gordon Gekko @GordonGekko420]

This is my quant

[Varun Malhotra @varuninvesting]

@dalibali2 Someone needs to start a levered Sydney Sweeney ETF