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Sheel Mohnot on Product · ViralLoop

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Post by Sheel Mohnot on X

Sheel Mohnot@pitdesi

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

702 likes45 repliesPosted Aug 6, 2026

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

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46

Viral score

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

From likes, comments.

Why it worked

Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Ends on a short line that is easy to quote and repeat.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Mechanisms: Specificity
Written for: Product teams

Analysis by ViralLoop — not written by the original author.

Topics

Product AI Science

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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!

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.

Cursor’s $60B SpaceX deal prices off the 7-day weighted average $SPCX closing price before close. Lower SpaceX stock = more SpaceX for Cursor holders. Deal was announced w/ SpaceX at $211. Now @ $155 (-37%!) Cursor holders rooting for the stock to keep falling until close