Sameepa Shetty

Courage is contagious. Go spread it. Producer @SquawkStreet @SquawkAlley @CNBC. @sajahq Board Member x-@AJAM @FortuneMagazine @BloombergTVInd @Citi

[Sameepa Shetty @sameepa]

So excited to be part of this!!
@Work_bench kudos on bringing together this event which can now be a virtual learning experience for anyone interested in the #Enterprise tech #software ecosystem!

Have specific Qs for @digitalocean's @yanceyspruill?
I'm all ears!

[Work-Bench @Work_Bench]

So excited to have @CNBC's @sameepa join us next Wed to moderate our #NYETM with @digitalocean's @yanceyspruill🔥

It's gonna be a great convo on winning the ❤️s of developers, competing in the crowded ☁️ environment, top lessons for enterprise founders, & more!

[Noel Y. Calingasan • NYC @nyclovesnyc]

Manhattanhenge on 42nd Street, Times Square in New York City
Summer 2026 Dates

May 28 at 8:14 PM ET: Half Sun on the Grid
May 29 at 8:13 PM ET: Full Sun on the Grid
July 11 at 8:20 PM ET: Full Sun on the Grid
July 12 at 8:21 PM ET: Half Sun on the Grid

[Lenny Rachitsky @lennysan]

The most female-led product org in tech right now:

Chief Product Officer: Ami Vora
Claude Code/Cowork Head of Product: Cat Wu
Claude Code/Cowork Head of Eng: Fiona Fung
Claude Platform Head of Product: Angela Jiang
Claude Platform Head of Eng: Katelyn Lesse
Research Head of Product: Dianne Penn
President: Daniela Amodei

(Also, the fastest-growing company in history)

[Claude @claudeai]

Effective today, we are:

1) Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans;

2) Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and

3) Substantially raising our API rate limits for Opus models.

[Keith Rabois @rabois]

Useful.

[Steve Jurvetson @FutureJurvetson]

The ASML book author saw the next generation – Lace Lithography, using helium atoms shooting through a holographic mask to scale beyond what’s possible with light, where the wavelength is larger than atomic scale.

“ASML is the only company capable of using EUV—extreme ultraviolet light—to print ultra-fine chip patterns at the 2-nanometer level desired by Musk. Last year, ASML produced 48 of these EUV machines. While there are plans to ramp up production, a rapid doubling of output is not in the cards—ASML’s suppliers simply cannot manage that pace.”

“Lace Lithography is developing a lithography machine capable of printing chip circuitry using helium atoms. ‘Where light ends, atoms begin,’ says Bodil Holst, founder of this start-up based in Bergen, Norway. The wavelength of light determines the precision with which one can 'print.' Think of it like making a tiny drawing: you would much rather use a fine-tipped pen than a blunt carpenter's pencil. EUV employs a wavelength of 13.5 nanometers and further narrows that beam using mirrors. The 'beam' of helium atoms, however, is less than one-tenth of a nanometer wide, allowing it to draw with far greater intricacy.”

“In a nutshell: Lace propels energized helium atoms—each carrying an extra electrical charge—through a mask perforated with tiny holes. The atoms that pass through unimpeded strike the photosensitive layer of a silicon wafer, thereby etching the desired pattern. That perforated mask reminded Bodil Holst of *kantklossen* (known in English as 'lace making'), which is why she named her company just that. A test rig is currently operational at the Lace laboratory in Bergen”

“The foundation for this ‘atomic approach’ dates back to the 1990s, but neither the timing nor the technology was ripe for it at the time. This is because extensive computation is required to design the perforated diffractive mask in such a way that the chip's circuitry remains accurate. This can only be achieved with the aid of AI using high-speed chips—explains Adrià Salvador Palau. ‘Consequently, without the powerful chips made by EUV machines, we would never have been able to solve this problem.’"

— Translated from the Dutch original: https://t.co/TjvHB0ZrYb

[Sameepa Shetty @sameepa]

Anthropic Just Did What OpenAI and Google Haven't. And It's More Significant Than the Headline Suggests. https://t.co/V982kWWVrE

[Sameepa Shetty @sameepa]

Check out my latest article: Translating the Invisible Race: 5 Ways Apple TV Can Revolutionize F1 Storytelling for the 2026 Era https://t.co/bVALE3wk73 via @LinkedIn

[Vincenzo Landino @vincenzolandino]

https://t.co/SlrJHGC0LW

[Sameepa Shetty @sameepa]

@MoCA_GoI .@IndiGo6E My 5PM deadline passed w/ NO update. @MoCA_GoI has intervened, yet you remain silent on PNR:O4J57F. This involves ₹1 LAKH cash & docs from Seat 11B, 6E865. I need answers from Mangalore Station Mgr NOW. This is a security failure. #IndiGo #AirSewa

[Sameepa Shetty @sameepa]

.@IndiGo6E NO response on PNR:O4J57F. Left pouch w/ ₹1 LAKH cash & docs in Seat 11B, 6E865 (Navi-IXE) Feb 27. Need urgent CCTV & cleaning crew audit. Disappointing ground support. Escalating to @AirSewa @MoCA_GoI @Mangalore_Arprt @JM_Scindia if no update NOW. #IndiGo #Travel

[Patrick OShaughnessy @patrick_oshag]

In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.

SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently would pound around the SSG office, loudly and enthusiastically asking people “who is going to make us some money today?!”

When I asked another SSG alum about Alan, he said his main memory was his remarkable nose for talent. Once, the smartest guy at SSG (which is saying something) was a mere entry level associate, 6 or 7 rungs in the hierarchy below Waxman. But, Waxman immediately recognized the raw talent and was joined to this associate at the hip.

Under Waxman and his team, SSG produced an insane (so insane I can’t quote it!) percent of Goldman’s bottom line. In creating Sixth Street with his partners and team, he sought to recreate and expand the magic of the SSG days. Here, in his first interview of this type, he shares the entire story.

I found Alan to be a singular force. His team is ridiculously talented, and nobody leaves (they’ve never lost a senior person). They’ve even built a unique pool of capital called Tao that sits atop the rest of the firm…tens of billions that can go anywhere and do anything as a permanent pool of money with no restrictions, other than to earn the highest risk adjusted returns possible. Sounds a lot like SSG.

This was one of my favorite conversations this year. I hope you enjoy. Face the tiger!

Timestamps
0:00 Intro
0:38 The Formative Goldman Sachs Experience
5:58 Unitizing Risk and Return
10:09 Facing the Tiger: Culture and Values
24:55 The Genesis of Sixth Street
34:09 Spotify and Airbnb Investments
37:52 The Flexibility of TAO
41:42 COVID-19: Playing Offense
44:42 Analyzing Risk and Business Models
48:35 Investing in Sports and Live Experiences
54:44 Developing Investment Themes
58:16 Personal Development and Firm Culture
1:19:00 The Future of Sixth Street
1:21:52 The Kindest Thing

[Y Combinator @ycombinator]

Andrej Karpathy's (@karpathy) keynote yesterday at AI Startup School in San Francisco.

[Rahul Mathur @Rahul_J_Mathur]

India's AI usage --"Jai Jio" 🇮🇳

(a) India is the 2nd largest market for OpenAI’s ChatGPT app 🤯

13.5% of global users of ChatGPT’s mobile app come from India

(b) And, more surprising, India is the largest “opt-in” market to DeepSeek 🤯

7% of global users of DeepSeek’s mobile app come from India

Note: Russia & China restrict OpenAI ChatGPT usage, hence, India is an “opt-in” country

(c) This is a “Jai Jio” moment more than anything else → lower cost per GB internet data has brought 67% of the country online.

[Sameepa Shetty @sameepa]

"Publishers will be able to choose from over 100 AI-generated voices in English, Spanish, Italian, and French."

[The Verge @verge]

Audible is giving publishers AI tools to quickly make more audiobooks https://t.co/wyqz9bhmHk

[Aravind Srinivas @AravSrinivas]

AI is eating financial research.

[The Transcript @TheTranscript_]

$MSFT Microsoft Q3 FY25 revenue growth by product line [Constant Currency YoY]

—Microsoft Cloud: +22%
—Azure & other cloud services: +35%
—Server products & cloud services: +24%
—Microsoft 365 Commercial: +15%
—Microsoft 365 Consumer: +12%
—Dynamics 365: +18%
—LinkedIn: +8%
—Xbox content & services: +9%
—Search & news ads (ex-TAC): +23%
—Windows OEM & Devices: +3%

[The Transcript @TheTranscript_]

$META CFO hikes their capex guidance for FY 25:

"We anticipate our full year 2025 capital expenditures, including principal payments on finance leases, will be in the range of $64-72 billion, increased from our prior outlook of $60-65 billion"

[unusual_whales @unusual_whales]

The share of equities held by people who are at or near retirement age (55+) has climbed to about 80%, up from 60% two decades ago, according to an analysis of Federal Reserve data by Rosenberg Research.

Read more: https://t.co/xLzA44mFeZ

[The Transcript @TheTranscript_]

$SAP

CEO: "With a share of more predictable revenue of 86%, SAP’s business model remains resilient in uncertain times"

CFO: "Q1 marks a solid start to the year in a highly volatile environment."

[Deirdre Bosa @dee_bosa]

OpenAI’s reported bid for Windsurf isn’t just about code—it’s about control.

Vibecoding shifts power to the app layer, and its starting to chip away at another Microsoft stronghold (Github copilot)

Great convo this morning w/ Replit CEO @amasad