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Sheel Mohnot on AI · ViralLoop

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Post by Sheel Mohnot on X

Sheel Mohnot@pitdesi

600 OpenAI employees sold an average of $11M each of equity in October Anecdotally it does feel like that’s when things started getting particularly nutty in the $5-10M segment of SF real estate

1.1K likes29 repliesPosted May 11, 2026

View the original on X Written by Sheel Mohnot. Captured Sep 4, 2026.

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Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Leads with a specific number, which is concrete enough to be worth a second of attention.
Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Leads with a number
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: concrete
Mechanisms: Specificity
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

More from Sheel Mohnot

This is probably one of the highest IRR VC investments of all time Martin / A16Z led the series A ~2 years ago at a $400M valuation… now Cursor is acquired for $60B. ~120x return in 2 years after accounting for dilution… ~1000% IRR, and a 10 digit gain for LP’s!

OpenAI’s hardware product is a donut-shaped smart speaker the size of a hockey puck, with a camera, speakers, microphones, and lights. $300-400 Certainly seems like that product @jgebbia was spotted with in SF could be a prototype

Jeff Dean (30th employee of Google, there since 1999) is leaving to start a company with @Sanjay_Ghemawat& other Google AI leadership. He raised a round from Radical VC, Khosla and Google, size not reported $GOOG -4% today

Bending Spoons is acquiring Airtable for $2.25B Airtable has $965M of cash, so the EV is $1.285B. Airtable had raised $1.35B of VC capital, last round Dec ‘21 at $11.7B. At ~$480M ARR growing 20%+ YoY, that’s 2.7x ARR. Surprised they are selling with so much cash!

Apple claimed OpenAI was ignoring them and then sued over stolen trade secrets. Turns out Apple’s counsel sent the notice to the wrong email after mixing up 2 Asian last names🤦🏽‍♂️! Love airing of dirty laundry direct to the public. Doubt Apple will respond the same way.

MSFT putting $2.5B and 6,000 engineers in “Frontier Co” Now Microsoft, Amazon, OpenAI and Anthropic are all in the Palantir-like deployco business.