long read, but terrific signal:noise IMO
— Rohit Tikmany (@some_rohit) October 12, 2024
very optimistic & expansive in its outlook, without being naive & myopic like the typical cyberpunk sci-fi piece about 'AGI'
"intelligence as a factor of production", "country of geniuses in a datacenter" & "compressed 21st century" FTW! https://t.co/nhWDdNuU5R
Absolutely crazy that a founder can take $35B off the table in cash like this.
— Rohit Tikmany (@some_rohit) November 9, 2022
I can understand a billion or few in planned sales. But this is 🤯
I'm sure this is the all time #1 highest promoter sale in a public co and an order of magnitude higher than the #2 https://t.co/zzkRCr2iD5
https://t.co/xYqMpqUNuQ
— Rohit Tikmany (@some_rohit) September 17, 2024
When Meta Rayban type everyday glasses have AR in a few years, they're gonna be *everywhere*
The most mature & refined #omnichannel experience I've had is with @Decathlon_India
— Rohit Tikmany (@some_rohit) June 12, 2022
Some 15 different useful combos are possible on the foll variables:
- Cart & POS (theirs / yours)
- Payment mode (COD / digital)
- Delivery (pickup / delivery)
- Place of order (theirs / yours)
Yes Figma is $20B, but when WhatsApp was snapped for $19B in Jan 2014, FB had a market cap of ~$100B. It's ~$400B now.
— Rohit Tikmany (@some_rohit) September 17, 2022
All of big tech is 5-7X of their respective m-caps then.
Relatively speaking, WhatsApp remains the largest private venture-backed tech co acquisition.
We tend to (over)use "end of an era" to react to the demise of things that aren't really epochal.
— Rohit Tikmany (@some_rohit) December 31, 2020
This 👇🏽 is not that case, IMO.
I know the demise has been slow over the 2010s. But Futurewave -> MM -> Adobe #Flash did truly change the web fundamentally in the 90s. pic.twitter.com/ThCEFOAJno
*HOFSTADTER'S LAW*
— Rohit Tikmany (@some_rohit) November 12, 2020
It always takes longer than you expect, even when you take into account Hofstadter's Law. https://t.co/YehYvRgBbC
(1/5)
— Rohit Tikmany (@some_rohit) October 25, 2022
Today's #CCI order is a body blow to Google.
The penalty imposed is loose change in the larger scheme of things.
The commercial ramifications of the order for Google are at least an order of magnitude larger than the penalties imposed.
🧵