[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@VijayT1609](/creator/twitter/VijayT1609) "This whole Open AI mop up by Meta got me thinking If Meta can recreate Open AI just by spending say $100-$200mn on comps ( they hired the Scale team of course+ Zuck the goat is there) Apart from that AI era looks like zero switching costs ( remember how easily we switched from Google to Chatgpt for search)- what if the value no longer accrues to shareholders but more to employees Earlier era switching was so expensive for eg it was not easy to rip open CRM and switch to say Service now + there was compounding moat ( Google knows about you so you are better off in the google ecosystem) + super"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1939880713631015416) 2025-07-01 02:56:18 UTC 12.7K followers, 8295 engagements "@bpranav6 I think Google has now moved to Medium conviction They are getting better at AI esp AI overview etc + Sam getting screwed by Zuck helps Biggest near term risk is Apple buyout of Perplexity and replacing Android with Comet"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948223475002528126) 2025-07-24 03:27:27 UTC 12.7K followers, XX engagements "Assume for a minute its true What is any of our excuses Even more philosophical is it all worth it- think Mota Bhai QoL is much better instead of Elon who is not being able to enjoy life even with $350B NW and still needs to work for X days a week"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1946934699265597881) 2025-07-20 14:06:19 UTC 12.7K followers, 2301 engagements "Nice also remember Sam mentioning that the deep mission focused researchers are not leaving Open AI Guys like Srini are holding fort at Open AI against Zuck's billion dollar onslaught :- )"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948645200731238414) 2025-07-25 07:23:14 UTC 12.7K followers, XXX engagements "Do a job so good that people outside your ICP/TG reach out Though we are a wealth & global mobility firm focused on Indias top X% The good word spreads & top execs from other nationalities reach out hearing abt the work we do. (This person was referred by his Indian colleague at Amazon for whom we did EB5) We going to leverage the awesome Work done by @nitesh28 at Sanas for real time speech translation:)"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948910343625052215) 2025-07-26 00:56:49 UTC 12.7K followers, XXX engagements "Got a bunch of $goog at $150s After yesterdays blow out earnings its $XXX Like I said what you see in this account youll hear from experts months later And you are welcome :)"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948215409767039402) 2025-07-24 02:55:24 UTC 12.7K followers, 2173 engagements "I donno man we live in one of the suburbs My wife loves the QoL far better than in India FWIW I dont like it so much + I want family around me + more support staff driver daily domestic help (we have like bi monthly) If ever u do ❄❄Costco runs in Winter ull rethink your life decisions 😀 I am willing to compromise the lack of public space/pollution/ flooding for more family and support staff around you For kids in 20s North America is the best If u have a decent life in India unless u have the NW ( $XX mn++) to recreate India comfort its kind of iffy"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1945816213558595952) 2025-07-17 12:01:51 UTC 12.7K followers, 7445 engagements "🚨Another success story for our Canadian SUV mobility Designated entities letter of support are worth its weight in Gold for Canadian PR (as tough as raising $$ from Tier X VC) We could have taken the easy route like those European competition & taken the non priority designated entity But we perseveredput in the work and got the priority Letter of Support Will go a long way to get PR for our founder customers"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948920437939077290) 2025-07-26 01:36:56 UTC 12.7K followers, XXX engagements "Looks like India's fav pass time today is to guess who the VP is I mean how tf does it matter to your lives as to who becomes VP - VP does not even impact market XXX% - The choices are not even in Polymarket to make money We all need to have better profitable hobbies instead of random guessing games"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1947504381995454728) 2025-07-22 03:50:02 UTC 12.7K followers, 3259 engagements "$nvda 2x in X months and added a casual $2T in market cap Imagine after XX ++ years of independence we are a $5T Mcap & NVDA adds $2T in X months 🤯🤯"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1945058136257073544) 2025-07-15 09:49:31 UTC 12.7K followers, 2398 engagements "@wordsofnikhil Agree Dubai is the best Indian city"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1945817866135048273) 2025-07-17 12:08:25 UTC 12.7K followers, XXX engagements "One thing I did the 2nd day i landed in Thailand was to buy $grab in SIZE $grab Was already a fintwit favourite + my 1st hand experience was great founder owned and this being ATL while UBER at ATH didnt make sense + some prelim DD was enough to get long in size Happy to report that my Thailand trip has broken even (between the Marriotts Kids activities and shopping it was an expensive trip :)"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1946121901782516006) 2025-07-18 08:16:33 UTC 12.7K followers, 2032 engagements "There is $now and Bill Mcdermott the 🐐 And then there is a Micromax version of Service now with all management who have used the shares as their ATM and freeloaded on retail by basically by mis- selling"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948222958532460631) 2025-07-24 03:25:24 UTC 12.7K followers, XXX engagements "Even more interesting than the 100X increase in price of Rolls Royce in last X years was that Market cap of Rolls Royce was roughly $2B in late 2020's Which means for the cost of Wedding Celebration Mota bhai could have got - World's 2nd largest engine maker - 16th largest defence contractor - 4th largest commercial engine manufacturer Sure there would have been anti-trust etc but absolutely lack of any strategic vision by larger Indian conglomerates to do any meaningful M&A"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1946487947622257132) 2025-07-19 08:31:05 UTC 12.7K followers, 5370 engagements "And don't tell me its India story coz XX% of Lenskart revenues comes from international operations So it is more Warby Parker type business than pure play Indian focused business"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1946232198212002036) 2025-07-18 15:34:49 UTC 12.7K followers, 4007 engagements "Ravi has been there done that Still he says "Aadha to mein wahi pighal gaya" for a gesture which should be the norm/hygiene (if someone visits during lunch time make sure he/she is asked about dietary preference & they are fed I do that all the time) All you need is basic courtesies and not be an ass to win in business"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948338151535284545) 2025-07-24 11:03:08 UTC 12.7K followers, XXX engagements "While Peyush Bansal is super smart operator This is the story of the Original Lens Kart of US Warby Parker since it went IPO Valued at $2.9B right now"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1946231588733477059) 2025-07-18 15:32:24 UTC 12.7K followers, 6838 engagements "Pick your side guys Like for Intelligent investor RT for the 👸Sweeney who moved the Market cap by $XXX mn of a forgotten brand with a Jean Ad"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948923470743830938) 2025-07-26 01:48:59 UTC 12.7K followers, 1263 engagements "The most beautiful thing with US is you create a lot of wealth by doing Blue collar work ( like moving and packing) Sure Agarwal packers etc exist but imagine the scale difference $150mn revenues in X years that too from someone who started with McD What are the other Blue Collar/ Non Tech stories u know in India tag them"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1944267108831179198) 2025-07-13 05:26:16 UTC 12.7K followers, 11.6K engagements "With the Chinese fully taking over Super intelligence labs Meta feels like SF branch office of Tencent now"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948913045658632330) 2025-07-26 01:07:33 UTC 12.7K followers, XXX engagements "One thing I've observed as you go up in Networth & common with super rich founder friends / customers they sell options instead of buying them In markets- writing puts is better than buying them In real life- selling your start up shares (is like selling options) instead of buying them"  [@VijayT1609](/creator/x/VijayT1609) on [X](/post/tweet/1948365609605238826) 2025-07-24 12:52:14 UTC 12.7K followers, 3022 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@VijayT1609
"This whole Open AI mop up by Meta got me thinking If Meta can recreate Open AI just by spending say $100-$200mn on comps ( they hired the Scale team of course+ Zuck the goat is there) Apart from that AI era looks like zero switching costs ( remember how easily we switched from Google to Chatgpt for search)- what if the value no longer accrues to shareholders but more to employees Earlier era switching was so expensive for eg it was not easy to rip open CRM and switch to say Service now + there was compounding moat ( Google knows about you so you are better off in the google ecosystem) + super"
@VijayT1609 on X 2025-07-01 02:56:18 UTC 12.7K followers, 8295 engagements
"@bpranav6 I think Google has now moved to Medium conviction They are getting better at AI esp AI overview etc + Sam getting screwed by Zuck helps Biggest near term risk is Apple buyout of Perplexity and replacing Android with Comet" @VijayT1609 on X 2025-07-24 03:27:27 UTC 12.7K followers, XX engagements
"Assume for a minute its true What is any of our excuses Even more philosophical is it all worth it- think Mota Bhai QoL is much better instead of Elon who is not being able to enjoy life even with $350B NW and still needs to work for X days a week" @VijayT1609 on X 2025-07-20 14:06:19 UTC 12.7K followers, 2301 engagements
"Nice also remember Sam mentioning that the deep mission focused researchers are not leaving Open AI Guys like Srini are holding fort at Open AI against Zuck's billion dollar onslaught :- )" @VijayT1609 on X 2025-07-25 07:23:14 UTC 12.7K followers, XXX engagements
"Do a job so good that people outside your ICP/TG reach out Though we are a wealth & global mobility firm focused on Indias top X% The good word spreads & top execs from other nationalities reach out hearing abt the work we do. (This person was referred by his Indian colleague at Amazon for whom we did EB5) We going to leverage the awesome Work done by @nitesh28 at Sanas for real time speech translation:)" @VijayT1609 on X 2025-07-26 00:56:49 UTC 12.7K followers, XXX engagements
"Got a bunch of $goog at $150s After yesterdays blow out earnings its $XXX Like I said what you see in this account youll hear from experts months later And you are welcome :)" @VijayT1609 on X 2025-07-24 02:55:24 UTC 12.7K followers, 2173 engagements
"I donno man we live in one of the suburbs My wife loves the QoL far better than in India FWIW I dont like it so much + I want family around me + more support staff driver daily domestic help (we have like bi monthly) If ever u do ❄❄Costco runs in Winter ull rethink your life decisions 😀 I am willing to compromise the lack of public space/pollution/ flooding for more family and support staff around you For kids in 20s North America is the best If u have a decent life in India unless u have the NW ( $XX mn++) to recreate India comfort its kind of iffy" @VijayT1609 on X 2025-07-17 12:01:51 UTC 12.7K followers, 7445 engagements
"🚨Another success story for our Canadian SUV mobility Designated entities letter of support are worth its weight in Gold for Canadian PR (as tough as raising $$ from Tier X VC) We could have taken the easy route like those European competition & taken the non priority designated entity But we perseveredput in the work and got the priority Letter of Support Will go a long way to get PR for our founder customers" @VijayT1609 on X 2025-07-26 01:36:56 UTC 12.7K followers, XXX engagements
"Looks like India's fav pass time today is to guess who the VP is I mean how tf does it matter to your lives as to who becomes VP - VP does not even impact market XXX% - The choices are not even in Polymarket to make money We all need to have better profitable hobbies instead of random guessing games" @VijayT1609 on X 2025-07-22 03:50:02 UTC 12.7K followers, 3259 engagements
"$nvda 2x in X months and added a casual $2T in market cap Imagine after XX ++ years of independence we are a $5T Mcap & NVDA adds $2T in X months 🤯🤯" @VijayT1609 on X 2025-07-15 09:49:31 UTC 12.7K followers, 2398 engagements
"@wordsofnikhil Agree Dubai is the best Indian city" @VijayT1609 on X 2025-07-17 12:08:25 UTC 12.7K followers, XXX engagements
"One thing I did the 2nd day i landed in Thailand was to buy $grab in SIZE $grab Was already a fintwit favourite + my 1st hand experience was great founder owned and this being ATL while UBER at ATH didnt make sense + some prelim DD was enough to get long in size Happy to report that my Thailand trip has broken even (between the Marriotts Kids activities and shopping it was an expensive trip :)" @VijayT1609 on X 2025-07-18 08:16:33 UTC 12.7K followers, 2032 engagements
"There is $now and Bill Mcdermott the 🐐 And then there is a Micromax version of Service now with all management who have used the shares as their ATM and freeloaded on retail by basically by mis- selling" @VijayT1609 on X 2025-07-24 03:25:24 UTC 12.7K followers, XXX engagements
"Even more interesting than the 100X increase in price of Rolls Royce in last X years was that Market cap of Rolls Royce was roughly $2B in late 2020's Which means for the cost of Wedding Celebration Mota bhai could have got - World's 2nd largest engine maker - 16th largest defence contractor - 4th largest commercial engine manufacturer Sure there would have been anti-trust etc but absolutely lack of any strategic vision by larger Indian conglomerates to do any meaningful M&A" @VijayT1609 on X 2025-07-19 08:31:05 UTC 12.7K followers, 5370 engagements
"And don't tell me its India story coz XX% of Lenskart revenues comes from international operations So it is more Warby Parker type business than pure play Indian focused business" @VijayT1609 on X 2025-07-18 15:34:49 UTC 12.7K followers, 4007 engagements
"Ravi has been there done that Still he says "Aadha to mein wahi pighal gaya" for a gesture which should be the norm/hygiene (if someone visits during lunch time make sure he/she is asked about dietary preference & they are fed I do that all the time) All you need is basic courtesies and not be an ass to win in business" @VijayT1609 on X 2025-07-24 11:03:08 UTC 12.7K followers, XXX engagements
"While Peyush Bansal is super smart operator This is the story of the Original Lens Kart of US Warby Parker since it went IPO Valued at $2.9B right now" @VijayT1609 on X 2025-07-18 15:32:24 UTC 12.7K followers, 6838 engagements
"Pick your side guys Like for Intelligent investor RT for the 👸Sweeney who moved the Market cap by $XXX mn of a forgotten brand with a Jean Ad" @VijayT1609 on X 2025-07-26 01:48:59 UTC 12.7K followers, 1263 engagements
"The most beautiful thing with US is you create a lot of wealth by doing Blue collar work ( like moving and packing) Sure Agarwal packers etc exist but imagine the scale difference $150mn revenues in X years that too from someone who started with McD What are the other Blue Collar/ Non Tech stories u know in India tag them" @VijayT1609 on X 2025-07-13 05:26:16 UTC 12.7K followers, 11.6K engagements
"With the Chinese fully taking over Super intelligence labs Meta feels like SF branch office of Tencent now" @VijayT1609 on X 2025-07-26 01:07:33 UTC 12.7K followers, XXX engagements
"One thing I've observed as you go up in Networth & common with super rich founder friends / customers they sell options instead of buying them In markets- writing puts is better than buying them In real life- selling your start up shares (is like selling options) instead of buying them" @VijayT1609 on X 2025-07-24 12:52:14 UTC 12.7K followers, 3022 engagements