Abhay Bhat

Life | Technology | Investing

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– Their silicon strength and fab supply chain influence will likely give them an edge over Nvidia – GenAI / OpenAI is not a threat to them. Just a matter of time to allocate enggs and they can do it. Apple might partner with OpenAI

So difficult to make sense of Apple’s $110 Billion Stock Buyback Plan. Their moat in devices, silicon-to-retail, is undisputed and the GenAI froth will subside, but the innovation element is still missing, Vision pro bleh https://t.co/uKixMt1x4O

Stripe, doubling down on embedded finance, de-couples payments from the rest of its stack. Getting lean before IPO and riding the embedded finance wave https://t.co/VYiUGzPO2H

RT @mikulaja: 🚨 BREAKING: Synapse to sell assets for just $9.7 million, Evolve will cover any shortfalls in end-user funds, bankruptcy fili…

RT @sanitarypanels: Don’t vote NOTA #LokSabaElection2024 https://t.co/9goD7kwFlw

Always value people who bet on you very early – offering pro-rata is the least you can do, especially when one is building a business not for VC treadmills https://t.co/tGsnTwNXQq

The earlier – Always value people who bet on you very early – offering pro-rata is the least you can do, especially when one is building a business not for VC treadmills https://t.co/tGsnTwNXQq

If you do a ton of screen sharing on calls and want to avoid displaying ‘recent folders/files’ here is the fix: System Settings > Siri & Spotlight > Spotlight privacy > Click the + button and add the folder(s) manually you want to exclude

RT @rexsalisbury: Today, Empower announced they acquired Petal. not a big outcome. Robinhood acq. X1 Card (announced Jun 2023) credit c…

Morphic comes close to ‘best of google and perplexity’ combined. Still in beta but looks promising https://t.co/NUXDEdJiXe

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