Every post of theirs in the library
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Sheel Mohnot
Writes about AI, Founder and Revenue. 57% of posts open with an observation. A typical post reaches 486 likes.
- Posts
- 63
- Likes
- 48K
- Typical
- 486
- Best
- 5.6K
What they write about
How they open
Every post of theirs in the library
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @pitdesiMidjourney is opening a health spa in downtown San Francisco with hot tubs, saunas, cold p… | Engineering | 5.6K | 133 | — | 60 | ||
| @pitdesiKlarna was one of the first to go all-in on AI, replacing 700 customer service staff last … | Revenue | 4.5K | 101 | — | 53 | ||
| @pitdesiWow. Eric Schmidt is taking a controlling stake in Relativity Space and taking over as CEO… | Founder | 2.1K | 60 | — | 47 | ||
| @pitdesiwow - OpenAI is buying Jony Ive's startup io for $6.5B in equity and Ive will develop a ne… | AI | 2K | 107 | — | 47 | ||
| @pitdesiThey made facebook accounts for 800+ fake doctors (I had Claude verify, none of them are a… | AI | 1.6K | 82 | — | 49 | ||
| @pitdesiHere's a painful 6.5 minutes where Andrew Sorkin & Becky Quick try to understand the unit … | Revenue | 1.5K | 64 | — | 45 | ||
| @pitdesiThis is probably one of the highest IRR VC investments of all time Martin / A16Z led the s… | Founder | 1.4K | 59 | — | 52 | ||
| @pitdesiThrive Holdings is a permanent capital vehicle (initial round of $1B) that acquires and ho… | AI | 1.3K | 31 | — | 47 | ||
| @pitdesi600 OpenAI employees sold an average of $11M each of equity in October Anecdotally it does… | AI | 1.1K | 29 | — | 46 | ||
| @pitdesiBending Spoons is acquiring Airtable for $2.25B Airtable has $965M of cash, so the EV is $… | SaaS | 1.1K | 89 | — | 47 | ||
| @pitdesiSomehow all foreign movies are a national security threat but TikTok isn’t??? Jeff Yass (l… | Founder | 1.1K | 37 | — | 42 | ||
| @pitdesiJeff Dean (30th employee of Google, there since 1999) is leaving to start a company with @… | Founder | 958 | 26 | — | 48 | ||
| @pitdesiMSFT putting $2.5B and 6,000 engineers in “Frontier Co” Now Microsoft, Amazon, OpenAI and … | AI | 954 | 55 | — | 45 | ||
| @pitdesicool- but I don’t understand it. There are 100s of GLP factories that prescribe GLP’s afte… | Revenue | 926 | 87 | — | 46 | ||
| @pitdesiWow, Jeff Bezos back in the (co-)CEO seat. Raised $6.2B (partly from Bezos), focused on AI… | Founder | 926 | 38 | — | 44 | ||
| @pitdesiKlarna filed! $2.8B revenue in 2024, up from $2.3B in 2023, profitable in 2024. Reportedly… | Founder | 853 | 49 | — | 41 | ||
| @pitdesiCursor is incredible but I wonder how sticky the revenue (~$150M ARR) is. 66x revs is fine… | Revenue | 820 | 129 | — | 42 | ||
| @pitdesiWow - Gamma raised $68M at a $2.1B valuation led by A16Z. That’s only ~3% dilution. They a… | Founder | 819 | 46 | — | 44 | ||
| @pitdesiApple claimed OpenAI was ignoring them and then sued over stolen trade secrets. Turns out … | AI | 793 | 28 | — | 43 | ||
| @pitdesiWow- YC owns 0.6% of OpenAI. Their stake is currently valued at $5B, which probably makes … | AI | 751 | 14 | — | 42 | ||
| @pitdesiGC would be the 1st major US VC fund to IPO. They: own a health system, a wealth business,… | Founder | 739 | 31 | — | 39 | ||
| @pitdesiOpenAI now projects $125B in revenue in 2029, with $25B of that from new products not yet … | Revenue | 717 | 76 | — | 40 | ||
| @pitdesiChina has halted rare earth exports. It barely impacts them, (rare earths are a tiny % of … | Materials | 706 | 52 | — | 39 | ||
| @pitdesiOpenAI’s hardware product is a donut-shaped smart speaker the size of a hockey puck, with … | Product | 702 | 45 | — | 46 | ||
| @pitdesiCursor at $1B of rev, $30B val. FTX did $200k of the $400k pre-seed, then sold it for cost… | AI | 700 | 39 | — | 42 | ||
| @pitdesiThis is important and everyone should read it. Everyone who works behind a computer should… | AI | 657 | 66 | — | 43 | ||
| @pitdesiAmong the things that AI makes better: Weather prediction Nvidia created a digital twin, c… | AI | 648 | 20 | — | 38 | ||
| @pitdesiCursor’s $60B SpaceX deal prices off the 7-day weighted average $SPCX closing price before… | Revenue | 634 | 38 | — | 42 | ||
| @pitdesiYC says Rippling is the HR "tool of choice" for all the accelerator's founders. Rippling m… | Founder | 529 | 36 | — | 37 | ||
| @pitdesiCloud security startup Wiz getting acquired by Google for $32B. Wiz is ~5 yrs old and hit … | SaaS | 519 | 19 | — | 36 | ||
| @pitdesi5% of OpenAI users are paying. Of those, only 4% are paying for the pro plan, based on a $… | AI | 490 | 77 | — | 41 | ||
| @pitdesiThe Saudis are planning a $40B AI fund, perhaps in partnership with A16Z. A16Z has discuss… | AI | 486 | 32 | — | 36 | ||
| @pitdesiClaude (@AnthropicAI) seemed like a consumer failure until VERY recently. Currently #2 in … | AI | 481 | 25 | — | 39 | ||
| @pitdesiChime filed their S-1 They are on pace for >$2B in revenue this year, close to profitabili… | Revenue | 472 | 21 | — | 36 | ||
| @pitdesiIt's really good, actually! Meta got their act together. New contender for America's Next … | AI | 443 | 26 | — | 38 | ||
| @pitdesiMercury: 200K+ customers profitable for 10 quarters $500M in revenue in 2024 40% growth in… | Revenue | 438 | 14 | — | 35 | ||
| @pitdesiInteresting that the market isn't pricing in any benefit to Meta if TikTok gets banned. Th… | Revenue | 395 | 57 | — | 36 | ||
| @pitdesiI've been a customer of Mercury Personal for 4 mos. It's the best banking experience I've … | Revenue | 383 | 49 | — | 35 | ||
| @pitdesiAnthropic exp $10.9B Q2 revenue, up from $4.8B in Q1, and $559M of operating profit for th… | Revenue | 370 | 28 | — | 37 | ||
| @pitdesiEven the supersonic jet company has an AI story A power plant and a jet engine share the s… | AI | 365 | 13 | — | 36 | ||
| @pitdesiMicrosoft is making the Inflection shareholders whole via a licensing deal… and they still… | Revenue | 364 | 14 | — | 33 | ||
| @pitdesi$14B revenue, >10x growth each of the last 3 years >500 customers spending >$1M/yr at Anth… | AI | 355 | 12 | — | 36 | ||
| @pitdesiThis is wild Manus had relocated operations and staff & incorporated in Singapore prior to… | Growth | 349 | 35 | — | 37 | ||
| @pitdesiCursor at -23% gross margin in January $2.7B annualized revenue, up 14x YoY, expects $7B e… | Revenue | 343 | 19 | — | 36 | ||
| @pitdesiif you believe that the vibe-coded $1B company has been built, take this bet: If Medvi get… | Growth | 335 | 26 | — | 36 | ||
| @pitdesiGoogle is apparently considering an acquisition of Hubspot ($HUBS), which has a $34B marke… | Growth | 321 | 42 | — | 34 | ||
| @pitdesiAmazon invested another $2.75B in Amazon Gift Cards into Anthropic, at an $18.4B valuation… | AI | 312 | 40 | — | 34 | ||
| @pitdesi“We do not hedge” in a world where Sequoia and Founders Fund are invested all 3 major priv… | AI | 309 | 22 | — | 36 | ||
| @pitdesiOpenAI raised $4B for a consulting (AKA deployment) firm. Anthropic raised $1.5B for their… | AI | 302 | 20 | — | 35 | ||
| @pitdesiAllbirds is becoming an AI company 🙄 I’ve seen this before, and it was ugly! Long Island … | AI | 292 | 32 | — | 36 | ||
| @pitdesiWhat do you think the seed round for Safe Super Intelligence looks like? Safe Super Intell… | AI | 275 | 55 | — | 34 | ||
| @pitdesiAnother Unicorn seed round. @NaveenGRao, who founded MosaicML (acquired by Databricks for … | Founder | 273 | 11 | — | 34 | ||
| @pitdesiWhat are the all-time best Streisand effect marketing campaigns? -United sues Skiplagged, … | Marketing | 270 | 20 | — | 34 | ||
| @pitdesiEveryone dunked on the DoorDash part of the Citrini piece, but replace it with OTAs. Why w… | AI | 264 | 46 | — | 36 | ||
| @pitdesiOpenAI bought TBPN! They'll report to chief global affairs officer Chris Lehane and help w… | Marketing | 219 | 15 | — | 33 | ||
| @pitdesiSpaceX S-1: 2025 revenue: ~$18.7B, +33% YoY By segment: Starlink: $11.4B, +50% YoY, +$4.4B… | Revenue | 207 | 15 | — | 32 | ||
| @pitdesiso many strange bedfellows in this business! Claude is scaling like crazy, and Grok / Colo… | AI | 201 | 16 | — | 32 | ||
| @pitdesiSo embarrassing, even more embarrassing than $TRUMP because at least that one worked (allo… | AI | 191 | 21 | — | 32 | ||
| @pitdesiIt sounds like the “free state of Florida” wants to regulate AI, in part because a school … | AI | 189 | 15 | — | 31 | ||
| @pitdesiMercury: raised $200M at $5.2B post. profitable for 4 years, hit $650M in revenue in Q3 la… | AI | 161 | 2 | — | 29 | ||
| @pitdesiManus revenue up to $400-500M now, up from $100M at time of acquisition. Original backers … | Revenue | 160 | 9 | — | 30 | ||
| @pitdesiA good read on going for a hunt to find Satoshi Nakamoto He thinks it’s Blockstream & $CEP… | Founder | 152 | 11 | — | 29 | ||
| @pitdesiSynapse, once the Banking as a Service leader & the starting point for many neobanks, file… | Materials | 152 | 7 | — | 27 |