Shri

Gunner. Products, Poetry & everything in between.
Speak only if your words are more beautiful than the silence.

[Arsenal @Arsenal]

Boys to men.

[EngiNerd. @mainbhiengineer]

> After making LTCG from Nil to 12.5%
> After making STCG from 15% to 20%
> After making STT from 0.01 % to 0.05%
> After removing indexation on debt funds and taxing at slab rate
> After introducing tax on SGB in secondary market from Nil to 12.5%

After making so many policy blunders, rupees depreciation and not caring about FII exit, it's so nice of Finance minister to say she is open for public feedback and suggestions.

You never needed any public suggestion, it's your arrogance that has put economy in such a big mess. There is no rocket science in knowing that FII would anyday invest in safe US economy at 5% yields because to beat that 5% they've to earn atleast 12-15% in India if you consider rupees depreciation and tax.

[Catty @CatWomaniya]

Indians manifested this.

[Parth MN @parthpunter]

Never in the history of Independent India have we had a leadership that is as incompetent, and yet so powerful.

[Dr Prteek @DrHomeostatic]

Indians are probably the only people who will mock you instead of supporting you when you demand basic infrastructure, basic necessities, and accountability from the government. No wonder this mess never ends.

[HandofArsenal @HandofArsenal]

No one can chat to me, I love that song 😂

[Arsenal @Arsenal]

It all worked out.

[HandofArsenal @HandofArsenal]

Greatest picture I have laid eyes on

[Shri @ShriDimensional]

@r1ghtuda We will never have a rebellion. We are a country of spineless individuals. Free thinking has been ‘educated’ out of us through our schools so we will make a good consumer farm and 9 to 5 slaves for our politicians & capitalist overlords.

[Halal Wyler 🏆 @Shamsdale]

What a storybook season for Eberechi Eze. Joined his boyhood club after winning Palace’s first trophies, scored a hat trick in his first NLD and a brace in his second, won the PL with Arsenal, and now will return to Selhurst Park for a guard of honor before playing in a CL final.

[The xG Philosophy @xGPhilosophy]

0.00(xWork) tomorrow morning

[Sky Sports Premier League @SkySportsPL]

"They called us bottlers, and now we're holding the bottles!" 👀🍾

Bukayo Saka via his Instagram story! 😅

[Shri @ShriDimensional]

Party on the streets of London :P

[Polymarket FC @PolymarketFC]

🚨 The streets of London are filled with Arsenal fans celebrating… 🤯

🎥 @ArtdeRoche

[David Seaman MBE ~ SafeHands @thedavidseaman]

Longest (22 years and ) three minutes of MY LIFE…

[Shri @ShriDimensional]

Merci Arsene! ❤️

[Arsenal @Arsenal]

This belongs to all of us.

[Arsenal @Arsenal]

This belongs to all of us.

[Shri @ShriDimensional]

@r1ghtuda The best!!! Should def'ly go. Was seriously considering this season. Should've followed through.

[Shri @ShriDimensional]

20 years! Speechless!!!🥹

[Shri @ShriDimensional]

@sir4K_zen Unfortunately, the hype narrative is winning over the fundamentals currently. But as they say "'In the short run, the market is a voting machine but in the long run, it is a weighing machine."

[Shri @ShriDimensional]

So sick of this “AI will replace SaaS” bullshit. Only people who’ve never actually built a SaaS company believe this fantasy.

While actual SaaS companies are posting solid revenue growth, markets shaved ~30% off valuations because of hype monkeys like Chamath. Good time to buy.

[Milk Road AI @MilkRoadAI]

Chamath just delivered the clearest diagnosis of what is happening to enterprise software and the OpenAI Deployment Company is the most damning piece of evidence he could have picked.

"The low end of the market is basically finished. There is no safe space."

90% of public SaaS stocks are down 30-80% from their 52 week highs, the median software stock is now negative over the last 3-6 months.

Goldman Sachs reported that software forward P/E multiples fell from 35x to 20x, the lowest absolute level since 2014 and the smallest premium to the S&P 500 since 2010.

The low end died first and fastest, because AI replaced it most directly.

The small business tools, the lightweight project managers, the single function SaaS products that charged $49 a month per seat, those are being replaced by AI agents that do the same work as a workflow, not a product.

You do not buy an AI powered tool, you describe what you need and it builds it and the seat based model that created the SaaS industry simply does not apply to that transaction.

But Chamath's more interesting argument is about the high end and the tell he points to is perfect.

OpenAI just raised $4 billion from 19 investors including TPG, Brookfield, Bain, and McKinsey to launch a consulting company and guaranteed those investors a 17.5% annual return to do it.

On $4 billion in committed capital, that is roughly $700 million per year in guaranteed payouts, owed by a company that is projected to lose $14 billion in 2026.

The goal of this venture is to compete directly with Deloitte, PwC, Ernst & Young, Andersen, and Cognizant.

Think about what that structure reveals.

OpenAI lost half of its enterprise LLM API market share from 50% to 25% between late 2023 and mid-2025, with Anthropic now leading at 32%.

Its response was not to build a better model but rather to raise $4 billion, offer guaranteed PE-tier returns and hire embedded engineers to physically sit inside client organizations and make AI actually work in production.

The reason, as Chamath identified, is that the high end of the market is not easy.

"It's not like boop boop boop, put in a prompt and beep bap boop, it all works," he said and the data confirms exactly that.

88% of organizations running AI agents reported a security incident in the past year, 42% of C-suite executives say AI adoption is creating internal organizational conflict.

The average enterprise AI consulting implementation costs $228,000 in year one versus $77,000 for platform-based approaches and most still stall before reaching production.

Anthropic immediately matched OpenAI with a competing $1.5 billion consulting venture backed by Blackstone, Goldman Sachs, and Hellman & Friedman bringing the combined spend by the two leading AI labs on human powered enterprise deployment to $5.5 billion in a single month

Chamath's read is that the high end, the large enterprise platforms like Salesforce with proprietary data flywheels, Palantir with its FDE model already proven at scale, Oracle with vertical specific data moats will survive and consolidate.

The mid-market point solutions, the single function tools, the lightweight enterprise apps without defensible data assets, those are on the conveyor belt.

The AI industry is not just disrupting the companies that use software but rather disrupting the companies that sell it.