Sanjay Selvan

| Buy side analyst | “student of the game” | searching for hidden internet treasure | 🇺🇸 🇮🇳

[Sanjay Selvan @sanjselvan]

Understated connection -> Jeff Bezos played a role in laying the foundation for influencer marketing to take off and in turn the creator economy and Web3. Who here, remembers affiliate programs? 🤓 (1/5)

[Nikita Bier @nikitabier]

Some guy bought Rivian calls this morning that expire on Friday for 12 cents each—and they're now worth $5.30. He made $2 million in 5 hours.

[Narendra Modi @narendramodi]

A remarkable feat which will make the entire nation proud!

The successful launch of Agnibaan rocket powered by world’s first single-piece 3D printed semi-cryogenic engine is a momentous occasion for India’s space sector and a testament to the remarkable ingenuity of our Yuva Shakti.

My best wishes to the @AgnikulCosmos team for their future endeavours.

[AgniKul Cosmos @AgnikulCosmos]

Humbled to announce the successful completion of our first flight - Mission 01 of Agnibaan SOrTeD - from our own and India’s first & only private Launchpad within SDSC-SHAR at Sriharikota. All the mission objectives of this controlled vertical ascent flight were met and performance was nominal. The vehicle was completely designed in-house and was powered by the world’s first single piece 3d printed engine and also happens to be India’s first flight with a semi cryo engine. Our greatest thanks to @INSPACeIND @isro @iitmadras & our incredibly committed team in helping us prove that a private player can design and fly original space tech hardware in India. #madeInIndiaForTheWorld

[Sanjay Selvan @sanjselvan]

@paulswaney3 Not working?

[Clifford Asness @CliffordAsness]

Truly hedged hedge funds (longs equal shorts) already grow (or shrink) in return roughly 1:1 with interest rates. They make the interest rate plus the return on their longs minus the return on their shorts. The only way this wouldn’t be true is if they lose skill when rates are higher.

https://t.co/N7XXeOV423

The article above shows it is indeed generally true for fully hedged alts but not for the stock market where premiums vs cash compress when cash rates are high.

In other words, concern about high rates making hedge funds, but not equity beta, look worse are backwards.

[Speedwell Research @Speedwell_LLC]

“The best buy can never be what the dealer is pushing at the time”

John Templeton buying art the same way he bought stocks.

[Packy McCormick @packyM]

~13 months

[Miles Grimshaw @milesgrimshaw]

I’ll leave the marketing to the pro @HarryStebbings see below!

A fun conversation covering learnings from the last decade and thoughts on how AI can offer up a new architecture and business model for startups to compete … sell outcomes not uptime. Selling work not *software.

[Sanjay Selvan @sanjselvan]

@meaganloyst @UniofOxford @OxfordSBS It’s great to see you will be in the UK too. I have decided to go back to school to study Investment Management at @BayesBSchool I remember reaching out to you during the early days of @genzvcs to start the India slack channel!

[Tim Cook @tim_cook]

Welcome to the era of spatial computing with Apple Vision Pro. You’ve never seen anything like this before!

[Arjun @raodyboy]

We're happy to announce the launch of our latest fund @SpecialeInvest Speciale Invest Growth Fund - 1. This is a INR 200Cr vehicle to double down and invest in the best start-ups from our early seed funds as they scale and grow beyond series A stages.

https://t.co/Hjzz0vvTh4

[Indian Tech & Infra @IndianTechGuide]

🚨 IIT Madras have invented an ‘Ocean Wave Energy Converter’ that can generate electricity from sea waves, aims to go commercial by 2024.

[Max Hertan @maxhertan]

Bryan Johnson sold his company to PayPal for $800 million in 2013.

Since then, he's been investing millions to reduce aging.

In 2021, he reduced his epigenetic age by 5.1 years in 7 months (World Record)

Here’s a breakdown of his “Blueprint” and my own experience with it: 🧵

[unusual_whales @unusual_whales]

Jeff Bezos just announced 40 grants totalling $123 million to combat homelessness.

[Jon Finger @mrjonfinger]

Another Ai filmmaking experiment.
Every pixel you see and voice you hear is generated by AI.
Apps:
Images: @midjourney
Voices: altered ai
Faces motion: Reface app
Camera movement: PopPic app

[George Heaton @geoheaton]

Losing my mind and chilling at the same time. Multi-tasking.

[SEC Chair Gary Gensler Archive @GenslerArchive]

I’ll be joining @andrewrsorkin on @SquawkCNBC at 8:00am ET to discuss recent developments in the crypto markets.

[Historic Vids @historyinmemes]

Royal Portuguese Reading Room, Rio de Janeiro, Brazil.

[AgniKul Cosmos @AgnikulCosmos]

Humbled to announce that we successfully test fired one version of our patented technology based single piece, fully 3d printed, 2nd stage semi cryo engine - Agnilet - at VSSC, @isro
https://t.co/THjJG51fLo
Incredibly thankful to @INSPACeIND and @isro for enabling this. (1/2)

[Arjun @raodyboy]

Very cogent framework to evaluate new opportunities in #DeepTech
Lot of people struggle to fathom how less/non-technical VCs can evaluate n invest in cutting edge tech. I've found that a 1st principles approach and lot of connected curiosity help simplify complex opportunities.