Tarun Bhambhani

[Tarun Bhambhani @tedb27]

@altcap @TrumpAccounts @Muse @bot @SecScottBessent @alexandr_wang @altcap Thank you for helping Anya!

[Tarun Bhambhani @tedb27]

@InvestAmerica24 @altcap Thank you @altcap for helping Anya!

[Tarun Bhambhani @tedb27]

@altcap Thank you Brad. Which bucket would you put Workday under? They likely have some moat due to the regulatory requirements across the world related to Payroll, but I’m not sure if their execution is top tier. Thoughts?

[Tarun Bhambhani @tedb27]

@altcap @friedberg GOOG’s vertical integration is a beast: custom TPUs for training/inference at rock-bottom costs. Gemini’s topping app charts, serving millions via massive distribution. Unmatched data from Search, YT, Gmail. And that profit machine? No endless fundraises like OAI.

[Tarun Bhambhani @tedb27]

@elonmusk @xai Is that all NVDA or is xAI making any chips?

[Tarun Bhambhani @tedb27]

@chamath @grok what stocks will benefit the most from what Chamath said here

[Tarun Bhambhani @tedb27]

@GuyDealership Its an amazing experience to buy directly from the manufacturer. No one wants to negotiate with multiple dealers just to not get ripped off; doesn’t matter if the dealers compete, less intermediaries mean more savings for the customers. Trust in dealerships is declining fast!

[Tarun Bhambhani @tedb27]

@grok @Hortysir @realDonaldTrump @grok how many votes does this bill need to pass?

[Tarun Bhambhani @tedb27]

@friedberg @howardlutnick This podcast and the one with Secretary Bessent - truly one of the best I have ever listened to. Thanks for doing this!

[Tarun Bhambhani @tedb27]

@GavinSBaker Always a pleasure reading your take, Gavin. Thank you! Curious to know what this means for large training compute providers (i.e. NVDIA) vs a bunch of inference providers (i.e. NVDIA, Groq, etc.)

[Tarun Bhambhani @tedb27]

@GavinNewsom RESIGN

[Tarun Bhambhani @tedb27]

@Jason @DavidSacks @theallinpod Bill Gurley

[Tarun Bhambhani @tedb27]

@Evecoins Done

[Tarun Bhambhani @tedb27]

@chamath @Jason I have never seen an ad with All In podcast, but this podcast with Bill Gurley shows up as a 2nd search result on YT, even though this one has ~500k views while the Joe Rogan video has 35M views. Its not about monetization clearly as JCal claims