Shrey

Stealth founder building in agentic commerce and recovering VC | @CartaInc @chippercashapp and more

[Social Capital @socialcapital]

Open models' share of token traffic rose from about 33% in late 2025 to ~67% by October 2026.

[Deedy @deedydas]

Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock”

But he reveals he hasn’t backtested the idea.
So we did.

In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

[Jeffrey Gundlach @TruthGundlach]

Bloomberg: “Blackrock Inc. slashed the value of a private loan to zero just three months after assessing it at 100 cents on the dollar, marking the second sudden wipeout to recently hit its private-credit division.”

Maybe it’s a trend.

[*Walter Bloomberg @DeItaone]

$EA - Saudi Fund PIF Set to Own 93% of Electronic Arts After Takeover, Filing Shows -- WSJ

[Shrey @shrey_]

@BowTiedRanger @ArbitrageAndy1 Today is India’s Independence Day

[Shrey @shrey_]

@jspujji GrowthAssistant

[Shrey @shrey_]

@ycombinator @paulg @jesslivingston @finkd @travisk @patrickc @8en @bhorowitz @RonConway Special shoutout to the charismatic @bhorowitz for a brilliant session. I need to get one of these shirts. It reads "No Bitch Ass Ness" 😂

[Shrey @shrey_]

Photos reminded me of attending @ycombinator Startup School 11 years ago 🤯. What a killer lineup put together by @paulg and @jesslivingston - @finkd @travisk @patrickc @8en @bhorowitz @RonConway and more

[Shrey @shrey_]

@ycombinator @paulg @jesslivingston @finkd @travisk @patrickc @8en @bhorowitz @RonConway Snapshot of company valuations then and now. Approx $1T of value on that stage. More importantly - could you imagine life these past 11 years without these companies?

[Sheel Mohnot @pitdesi]

Help! I’m trying to get to my wedding and all of my friends are in the way

[Shrey @shrey_]

@MattRedler @AlyssaTsai DM’d

[Karan Talati 🔧 @karantalati]

Sorry Indian Americans. It's no longer good enough to be CEO. You have to be prime minister of a former colonizer now. That's the new bar.

[Shrey @shrey_]

@srcasm 👋

[Shrey @shrey_]

@theJohnHerrick 🤙🏾

[Shrey @shrey_]

@andruyeung 👋

[Shrey @shrey_]

@ankurnagpal 🙋🏽‍♂️

[Shrey @shrey_]

@uKsherRaymond @JRadakovich 👀

[AngelList @AngelList]

QSBS is an important law that helps small businesses create new jobs.

The BBB bill that the House passed has essentially eliminated it.

We’ve reached out to the U.S. Senate to try and preserve it.

Can you help?

[Michael Girdley @girdley]

I’ve interviewed and managed over 2,000 people.

Here are my 55 contrarian observations about humans.

A thread...

(1/x)

[Sam Parikh @smartertrader]

SAM know's VAX... oh my

mrna 440 2.5 to 4.5 50k
bntx 390s 2 to 8 88k
loaded so many nvax....