Sanket

[Swarnim Waglé @SwarnimWagle]

**१ करोड डलरको सहयोग.
हार्दिक आभार श्री जेन्सन हवाङ, प्रमुख कार्यकारी अधिकृत, एनभिडिया। यस अभूतपूर्व सहयोगसँगै प्रधानमन्त्री दैवीप्रकोप उद्धार कोषमा रु. १० अर्ब भन्दा बढी रकम संकलन भएको छ।

[Narendra Modi @narendramodi]

Had warm telephone conversations with Mr. Rabi Lamichhane, Chairman of the Rastriya Swatantra Party (RSP) and Mr. Balendra Shah, Senior Leader of the RSP.

Congratulated both leaders on their electoral victories and RSP’s resounding success in the Nepal elections. Conveyed my best wishes for their forthcoming new Government and India's commitment to work with them for mutual prosperity, progress and well-being of our two countries.

I am confident that with our joint endeavours, India and Nepal relations will scale new heights in the years ahead.

@hamrorabi

@ShahBalen

@party_swatantra

[Sanket @Sanketadk]

So True !

[Chamath Palihapitiya @chamath]

Everyone I know that smokes pot has or is becoming an idiot, deranged, neurotic, psychotic or all of the above.

Not a single one is normal.

Can’t say the same for alcohol.

[Chamath Palihapitiya @chamath]

Everyone I know that smokes pot has or is becoming an idiot, deranged, neurotic, psychotic or all of the above.

Not a single one is normal.

Can’t say the same for alcohol.

[Pop Base @PopBase]

People in Nepal, including children, have been killed by police and security forces in Gen Z-led protests against government corruption.

Despite the purpose of the demonstrations, international media headlines have reduced them to merely protests over the country’s ongoing social media ban.

[Sanket @Sanketadk]

@thePiggsBoson @elonmusk @elonmusk

[Sanket @Sanketadk]

@rakeshsahni_ Thanks. Beard looks little weird though lol

[Sanket @Sanketadk]

@rakeshsahni_

[Sanket @Sanketadk]

@HiSohan @diapolical @bratrat Hi can you change one of my picture

[Sanket @Sanketadk]

@rakeshsahni_ Hi I will send you one photo can you please change it. Please

[Gukesh D @DGukesh]

18th @ 18!

[Chris Bakke @ChrisJBakke]

LinkedIn is out of control

[Sanket @Sanketadk]

Population Crisis Is Real

[@jason @Jason]

🤔 that’s one way to solve population decline

[Michael Burry Stock Tracker ♟ @burrytracker]

RIP to Jim Simons

One of the best to ever do it

[Sanket @Sanketadk]

Rest In Peace

[Wisdom Theory @wisdom_theory]

Daniel Kahneman, who changed psychology and economics forever, dies at 90.

Thanks for everything.

We remember him in 10 great quotes:

[Sanket @Sanketadk]

@paraschopra Subjectively Time can be different to everyone. Probably the more you age your subjective experience of time must have been good. I guess

[Paras Chopra @paraschopra]

RIP Charlie Munger.

[Chamath Palihapitiya @chamath]

We talk about disruption in tech so much that the word is overused and lacks the same kind of punch it used to.

That being said, one area where disruption is happening in its purest form is in consumption - which is almost 70% of US GDP.

The disruptor here isn’t China or some other low cost manufacturer but content creators. They are the biggest threat to an entire panoply of products and $100Bs of revenue and market cap (see below).

The virtuous cycle of content creators is impossible for old line CPG to mimic:

Make compelling content —> Acquire an Audience —> Retain and Build Trust —> Sell them a new version of something —> take profits and reinvest in making compelling content —> Repeat

More generally, as platforms like X make it possible for all of us to become content creators, a million new products will eventually appear and collectively chip away at the revenues of established CPG brands over time.

A few examples:

Gatorade —> Prime
L’Oreal —> Kylie
Spanx —> Skims
Hersheys —> Feastables

These old line CPG companies are in a very difficult position that spending money with Madison Ave will not solve. While these old businesses won’t disappear overnight, they are melting icebergs.

If there was a way to be “long content creators” and “short CPG”, it is likely a winning trade.

So as content platforms catch on and help amplify content from creators - it will not only make their platforms stickier but it can slowly replace ad revenue from the dying companies below with rev share from the upstart thriving ones who replace them.

This will only accelerate the virtuous cycle already emerging. Disruption comes slow until it comes fast…