# ![@varunv_malhotra Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1866844103348027392.png) @varunv_malhotra Varun Malhotra

Varun Malhotra posts on X about ai, in the, $csu, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1866844103348027392/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1866844103348027392/c:line/m:interactions.svg)

- [--] Week [-------] +1,020%
- [--] Month [-------] +8,521%
- [--] Months [---------] +152%

### Mentions: [--] [#](/creator/twitter::1866844103348027392/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1866844103348027392/c:line/m:posts_active.svg)

- [--] Months [---] +86%

### Followers: [-----] [#](/creator/twitter::1866844103348027392/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1866844103348027392/c:line/m:followers.svg)

- [--] Week [-----] +36%
- [--] Month [-----] +52%
- [--] Months [-----] +131%

### CreatorRank: [-------] [#](/creator/twitter::1866844103348027392/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1866844103348027392/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  22.6% [technology brands](/list/technology-brands)  15.75% [stocks](/list/stocks)  13.01% [celebrities](/list/celebrities)  4.11% [social networks](/list/social-networks)  3.42% [countries](/list/countries)  2.05% [automotive brands](/list/automotive-brands)  2.05% [cryptocurrencies](/list/cryptocurrencies)  2.05% [travel destinations](/list/travel-destinations)  1.37% [luxury brands](/list/luxury-brands)  0.68%

**Social topic influence**
[ai](/topic/ai) 10.96%, [in the](/topic/in-the) 8.9%, [$csu](/topic/$csu) #1, [if you](/topic/if-you) 6.85%, [$googl](/topic/$googl) #3481, [software](/topic/software) #1168, [business](/topic/business) 4.11%, [open ai](/topic/open-ai) #3230, [constellation](/topic/constellation) #187, [anthropic](/topic/anthropic) #2524

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@speedwellllc](/creator/undefined) [@realroseceline](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@signulll](/creator/undefined) [@notmarkleonard](/creator/undefined) [@rihardjarc](/creator/undefined) [@bogumilnyc](/creator/undefined) [@mnkedaniel](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@frankwangesq](/creator/undefined) [@csunerd](/creator/undefined) [@rainbowroll2016](/creator/undefined) [@mkbhd](/creator/undefined) [@boringbiz](/creator/undefined) [@yacinemtb](/creator/undefined) [@founderspodcast](/creator/undefined) [@kairospraxis](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@atelicinvest](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/tesla) [Coupang, Inc.  (CPNG)](/topic/$cpng)
### Top Social Posts
Top posts by engagements in the last [--] hours

"There's a $3B asset hiding on a balance sheet disguised as a $1B liability. Most investors see it and walk away. (1) $CSU controls Topicus $TOI.V but only owns 31% of the economics. The Joday Group owns 29%. Those cash flows roughly $65M/year get subtracted from reported FCFA2S. (2) Under the IRGA (Investor Rights and Governance Agreement) CSU can buy Joday's stake at a formula price based on Topicus' recurring revenue and book value That formula price today: $1B. Market value of that stake: $3B. (3) Every quarter Topicus grows the formula price goes up. CSU records that increase as a charge"  
[X Link](https://x.com/varunv_malhotra/status/2021780017332510735)  2026-02-12T02:54Z [----] followers, 24.2K engagements


"AI just terrified thousands of software founders into selling. $CSU generates $1.7B+ in annual free cash flow. Here's what nobody is talking about. CSU's biggest problem for the last [--] years wasn't AI. It was private equity bidding up software valuations and 30+ copycat acquirers competing for the same deals. Leonard himself said the quality of their acquisition funnel is "nowhere near as good as [--] years ago." AI panic just nuked private software valuations across the board. PE firms that over leveraged buying software at 15-20x revenue in [----] are now under unprecedented pressure to sell."  
[X Link](https://x.com/varunv_malhotra/status/2020523622054416385)  2026-02-08T15:42Z [----] followers, 15.8K engagements


"the best [--] accounts to follow for value investing: @NotMarkLeonard = CSU archives @realroseceline = conviction picks @RihardJarc = software + interviews @bogumil_nyc = great interviews @Speedwell_LLC = CSU deep dives @Mindset4Money_X = visual charts @QualityInvest5 = Adobe deep dives @ChristopheNour = Evolution Gaming @TidefallCapital = tech no fluff @IrrationalMrkts = hidden gems @PronkDaniel = Brookfield + Canada @TihoBrkan = contrarian takes @ChrisBloomstran = Berkshire expert @MnkeDaniel = one pagers to save @VikingVan100 = Fairfax deep cuts @KairosPraxis = microcaps honest"  
[X Link](https://x.com/varunv_malhotra/status/2022119656106893516)  2026-02-13T01:24Z [----] followers, [----] engagements


"What kind of man spends [--] years building a company and doesn't plan for leaving it This is Mark Leonard. Founder of $CSU. One of the greatest capital allocators alive. Three photos exist of him on the internet. He took his salary to zero in [----]. Never did an interview. Wrote maybe ten letters in three decades. And every one of those letters told you exactly what was coming. In his April [----] President's Letter his last annual letter to shareholders he wrote: "If Constellation had started in [----] instead of [----] we might have had the objective of being a great perpetual owner of daily"  
[X Link](https://x.com/varunv_malhotra/status/2020872954133832039)  2026-02-09T14:50Z [----] followers, 23.5K engagements


"Every tech company you own is running the same playbook. Issue SBC. Dilute shareholders. Buyback to hide it. Call it "alignment." $CSU has paid exactly $0 in stock-based compensation in [--] years. Not low. Zero. Mark Leonard founder of Constellation Software in his shareholder letters: (1) "My compensation for being president is now tied solely to my current ownership of CSI shares. In essence I'm your partner in CSI not your employee." (2) "Buybacks are frequently a tolerated but inappropriate instance of buying based upon insider information. Instead of shareholders being partners they"  
[X Link](https://x.com/varunv_malhotra/status/2021353426060267776)  2026-02-10T22:39Z [----] followers, 11K engagements


"I studied [--] $CSU businesses and picked the [--] that tell the real story. Two face clear AI headwinds. Two get stronger because of AI. And the biggest one is a $700M coin flip. I own $CSU. Here's what I found. Which one should I go deep on next"  
[X Link](https://x.com/varunv_malhotra/status/2021647884526223529)  2026-02-11T18:09Z [----] followers, [----] engagements


"@PronkDaniel here is one of the posts I have [--] or so"  
[X Link](https://x.com/varunv_malhotra/status/2021733155258998839)  2026-02-11T23:48Z [----] followers, [---] engagements


"@EddieJones26905 Code in house is 100x overstated"  
[X Link](https://x.com/varunv_malhotra/status/2022355674123149514)  2026-02-13T17:02Z [----] followers, [---] engagements


"@lee_leeks Dont think we have any evidence of that yet more that it will happen eventually"  
[X Link](https://x.com/varunv_malhotra/status/2022487508731253208)  2026-02-14T01:46Z [----] followers, [---] engagements


"I own $CSU. So I tried to destroy my own thesis. C$2357. AI is a risk. But that's the 5% tail event. The more probable risk is boring: Miller isn't Leonard. Hurdle rates drift. FCFA2S growth drops from 27% to 10%. Market notices. Multiple gets cut in half. Today: $82/share in free cash flow. 4.7% FCF yield. Year [--] at 10% growth: $132/share. At half today's multiple: C$1800. 25% drawdown over five years. Painful. Not fatal. You still own: 98% customer retention 1000+ vertical software monopolies Zero SBC zero dilution 90%+ recurring revenue $132/share in free cash flow Now go further. Growth"  
[X Link](https://x.com/varunv_malhotra/status/2022707862221242478)  2026-02-14T16:21Z [----] followers, [----] engagements


"@rev_cap When he starts posting his returns against Berkshire is time to short the market lol"  
[X Link](https://x.com/varunv_malhotra/status/2022723059707170938)  2026-02-14T17:22Z [----] followers, [---] engagements


"@nikunj Its also so profitable that the incentive for every influencer is to take their money and affiliate program making it harder for actual products that provide value and have a good fit to compete on the marketing end"  
[X Link](https://x.com/varunv_malhotra/status/2022729662791836015)  2026-02-14T17:48Z [----] followers, [---] engagements


"@SecScottBessent These are all great as long as the deficit does not grow to levels where debt cannot be paid"  
[X Link](https://x.com/varunv_malhotra/status/1932805256347300131)  2025-06-11T14:20Z [----] followers, [----] engagements


"@signulll This playbook of buying parts [--] percent plus of a company or buying [--] percent was done by Tencent around a decade ago for similar regulatory reasons in China. Think we see more of this in North America going forward"  
[X Link](https://x.com/varunv_malhotra/status/1933962291331949049)  2025-06-14T18:58Z [----] followers, [----] engagements


"Li Lu made Berkshire 38x on BYD. Now he has $483 million in the most hated Chinese stock on Wall Street: $PDD. Here's what he sees that you don't: 1) 33% of market cap is cash 10x earnings. 30% ROIC. $15B annual free cash flow. Tobacco pricing for a compounder. 2) The $620000 lunch that built Pinduoduo In [----] Duan Yongping paid $620K for Buffett's lunch. The only guest he brought A 26-year-old Colin Huang. Duan built OPPO and VIVO. Huang built PDD. 3) No disclosures since [----] No GMV. No user updates. Earnings calls with zero detail. Most see red flags. Insiders see a company that refuses to"  
[X Link](https://x.com/varunv_malhotra/status/2013984539366891734)  2026-01-21T14:38Z [----] followers, [----] engagements


"@QualityInvest5 Most interesting thing to me is CFO Dan Durn and buybacks. He ran the same playbook at Applied Materials. aggressive buybacks when sentiment was trash. It went up 4-5x"  
[X Link](https://x.com/varunv_malhotra/status/2015592823676924226)  2026-01-26T01:09Z [----] followers, [---] engagements


"Mark Leonard didn't stumble into boring. He chose it. Every business Constellation Software owns has three characteristics: (1)Too small for big tech to care (2)Too complex for startups to figure out (3)Too embedded for customers to switch Here's what $CSU actually owns 1) GOVERNMENT & PUBLIC SECTOR Harris Local Government serves 5500+ municipalities across the US with fund accounting payroll permitting and tax software. SirsiDynix provides library management systems to thousands of libraries worldwide. AI Risk: Very Low Government procurement takes years. They're still running software from"  
[X Link](https://x.com/varunv_malhotra/status/2017082433032581597)  2026-01-30T03:48Z [----] followers, 21.1K engagements


"@TeamYouTube All devices and for all my viewers. None of the stuff jour suggesting fix anything"  
[X Link](https://x.com/varunv_malhotra/status/2017605916573548717)  2026-01-31T14:28Z [----] followers, [--] engagements


"This is spot on. One thing Ill add is although technical switching costs will go down such as data migration and cost to build the end user change management is still painful both time and productivity wise. Users are used to the software working in specific ways have using it on autopilot and have figured out workarounds/workflows that training and IT are not aware of. During the change management you will need extensive training both in person remote and workflow specific. Leadership generally needs to lead with using these tools but they never have time etc. IT support is also heavy with"  
[X Link](https://x.com/varunv_malhotra/status/2018863704251551891)  2026-02-04T01:46Z [----] followers, [----] engagements


"Start your diligence on $CPNG with this video from @DrewCohenMoney Very high quality content that isn't getting enough love right now. Interesting company that I am starting to go deep on now. https://www.youtube.com/watchv=TM_lhS5nvn8 https://www.youtube.com/watchv=TM_lhS5nvn8"  
[X Link](https://x.com/varunv_malhotra/status/2019402734060061166)  2026-02-05T13:28Z [----] followers, [----] engagements


"If you own $CSU & your AI take is simply "are they just going to buy vibe coded software" you are missing the real AI risk. The real risk is the LLM players (OpenAI Google Anthropic) build all the value on top of the "system of record" and that is where the value is extracted. Over time agents interact with the System of Records and less humans and this impacts what $CSU.TO can charge and may even change pricing models from Seat Based to consumption. Don't see this happening overnight especially for regulated/government industries but watch out for this as real AI risk. Check out where"  
[X Link](https://x.com/varunv_malhotra/status/2019898234664067383)  2026-02-06T22:17Z [----] followers, 20.6K engagements


"@mulan_21st @Spike_1567 What do you mean They have incentive to create be a part of this layer glean has a similar chart to. OpenAI has plenty of incentives from winning business to increasing TAM for funding"  
[X Link](https://x.com/varunv_malhotra/status/2019961445119848645)  2026-02-07T02:28Z [----] followers, [--] engagements


"Ive posted this before that my biggest worry is big tech winning the agent layer as opposed to incumbents and changing where the value is extracted. On the shorter term its some of the vertical markets which are still quite horizontal in that they have a large number of customers such as dental fitness centers etc. I am already seeing AI first tools getting traction in dental practices automotive etc. Really good example here is which is voice AI solution for automotive dealerships. They are currently built on top of the system of record and growing and providing a ton of value. I wonder if"  
[X Link](https://x.com/varunv_malhotra/status/2020182696215916649)  2026-02-07T17:07Z [----] followers, [----] engagements


"I think data migration for example will be a lot easier than in the past. That being said they still have to have a reason to switch and I dont think its cost for the same functionality. I will say this the more end users interface with the current VSM the higher the switching costs from training change management workflows etc. If the software is only managed by IT for example and technical users then its less an issue. Companies usually solve for their [--] biggest problems a year so is their CSU software one of them my guess is generally no"  
[X Link](https://x.com/varunv_malhotra/status/2020185452200816987)  2026-02-07T17:18Z [----] followers, [----] engagements


"@TSOH_Investing Just saw your substack make and domain science of hitting. Love it"  
[X Link](https://x.com/varunv_malhotra/status/2020244841301770587)  2026-02-07T21:14Z [----] followers, [----] engagements


"I think the saas apocalypse via vibe coding is misguided as to the real threat. The real threat is Google Anthropic OpenAI etc decide the best move is to own all the value on top of the current software stack. Their agents over time function better than any employee could and even see gaps in workflows and the software and move downstream overtime to capture all value. On the shorter term since the OG saas companies become more of data sources they are forced to change pricing models from per seat to consumption etc which economically isnt as margin rich"  
[X Link](https://x.com/varunv_malhotra/status/2020280425621725583)  2026-02-07T23:36Z [----] followers, [---] engagements


"Worth a read if you are investing in $CSU and thinking through probability of this being the real AI risk. https://t.co/jLDNmgG3fY https://t.co/jLDNmgG3fY"  
[X Link](https://x.com/varunv_malhotra/status/2020508186063585413)  2026-02-08T14:41Z [----] followers, 16.3K engagements


"@erewewq We would see it in the numbers watch margin pricing and churn. On the flip side they are diversified if youre a boomer who wants to retire and owns a VMS and not private equity wont touch it constellation may get a larger funnel of acquisition targets"  
[X Link](https://x.com/varunv_malhotra/status/2020511863180591583)  2026-02-08T14:55Z [----] followers, [---] engagements


"@SixSigmaCapital Same I am also fine buying some of the momentum stocks like a Robinhood. But its got to be at a price where it makes sense and we still arent quite there imo. Patience will be rewarded"  
[X Link](https://x.com/varunv_malhotra/status/2020522468700545085)  2026-02-08T15:37Z [----] followers, [--] engagements


"@frankwangesq They are mostly decentralized and have been for a while. Leonard set it up this way as long as the goal is to acquire VMS at the assigned hurdle rate they will execute. If that playbook stops working is where the loss of Leonard is a large risk imo"  
[X Link](https://x.com/varunv_malhotra/status/2020527811220385865)  2026-02-08T15:59Z [----] followers, [---] engagements


"@kejca Shareholder letters and financials are our best way to view rational behavior"  
[X Link](https://x.com/varunv_malhotra/status/2020571291250573795)  2026-02-08T18:51Z [----] followers, [---] engagements


"@bearlyai 1) Dominos tracker 2) polymarket The real degenerates: figuring out how to gamble on how long it will take for their pizza to come"  
[X Link](https://x.com/varunv_malhotra/status/2020582003851342004)  2026-02-08T19:34Z [----] followers, [---] engagements


"@Valuation_Shop Going to post on that in a few days the diversification and if they can actually transition the company strategically or not"  
[X Link](https://x.com/varunv_malhotra/status/2020679929755783475)  2026-02-09T02:03Z [----] followers, [---] engagements


"Pabrai is an influencer using social proof of Charlie munger for his marketing. If you even check his wagons fund deck over half the slides are about Munger and Buffett Real ones know what hes doing. Hes playing to the biases of the value investing core https://wagonsfund.b-cdn.net/Pabrai%20Wagons%20ETF%20Investor%20Presentation.pdf https://wagonsfund.b-cdn.net/Pabrai%20Wagons%20ETF%20Investor%20Presentation.pdf"  
[X Link](https://x.com/varunv_malhotra/status/2020847938948251864)  2026-02-09T13:11Z [----] followers, [---] engagements


"@stringythings All mark Leonard conversation should start with Legend has it"  
[X Link](https://x.com/varunv_malhotra/status/2020940992250319108)  2026-02-09T19:20Z [----] followers, [---] engagements


"@Mindset4Money_X ☠"  
[X Link](https://x.com/varunv_malhotra/status/2021041694037377119)  2026-02-10T02:01Z [----] followers, [----] engagements


"It is undervalued compared to stripe but one thing that stripe really nailed is atlas every startup incorporates with Stripe and naturally uses them when they are small and then grows with stripe. Stripe also has more optionality with other bets etc. Adyen are more enterprise payment nerds and that has served them well in the past and will go forward but I believe stripe has the larger probability of being a really massive company by expanding thier offerings and owning the next he winners from day [--] https://twitter.com/i/web/status/2021195328590893067"  
[X Link](https://x.com/varunv_malhotra/status/2021195328590893067)  2026-02-10T12:11Z [----] followers, [---] engagements


"@frankwangesq Yup they should be tinkering across the board right now and then figuring out what gets added to the playbooks"  
[X Link](https://x.com/varunv_malhotra/status/2021234338520543608)  2026-02-10T14:46Z [----] followers, [--] engagements


"@chris_rempel If he geys rid of the beard.we sell"  
[X Link](https://x.com/varunv_malhotra/status/2021555071155355657)  2026-02-11T12:01Z [----] followers, [---] engagements


"In [----] Constellation Software made its first acquisition. A small transit scheduling company in Ontario. The co-founder stayed. Thirty years later that co-founder is President and COO of all of $CSU. His name is Mark Miller. The company that made him It's still inside $CSU. I wanted to know if AI could kill it. The company is called Trapeze Group. It runs seven integrated systems inside transit agencies. PASS schedules [------] paratransit trips per day for [---] million registered riders. If it goes down disabled riders don't get to dialysis. EAM manages fleet maintenance for 100+ agencies and"  
[X Link](https://x.com/varunv_malhotra/status/2021560106505122285)  2026-02-11T12:21Z [----] followers, [----] engagements


"Challenge I see is that with things like stripe atlas etc they are getting every new company startup and future large tech in their ecosystem day [--]. So stripe has the better long term prospects in terms of funnel and distribution. Adyen is a bunch of payment nerds who love enterprise problems and will always have a place. So stripe is worth more and thats justified is it 3x hard to say but I do think it warrants 2x https://twitter.com/i/web/status/2021568405136978216 https://twitter.com/i/web/status/2021568405136978216"  
[X Link](https://x.com/varunv_malhotra/status/2021568405136978216)  2026-02-11T12:54Z [----] followers, [---] engagements


"@chitchatstocks @DrewCohenMoney @Speedwell_LLC Very excited for this one Im sure its a banger"  
[X Link](https://x.com/varunv_malhotra/status/2021592545487126600)  2026-02-11T14:29Z [----] followers, [----] engagements


"@BradoCapital I'm at the point where when I am watching Lord of the Rings I pretend Gandalf is Mark Leonard"  
[X Link](https://x.com/varunv_malhotra/status/2021653843789107444)  2026-02-11T18:33Z [----] followers, [---] engagements


"Margin gap is a reinvestment choice not a structural problem. Stripe has around 3x Adyen's headcount on similar TPV and they're building a much wider surface (billing treasury identity tax issuing) imo Id have to do more dilligence but I remember this being the difference when I looked at both https://twitter.com/i/web/status/2021703786729820244 https://twitter.com/i/web/status/2021703786729820244"  
[X Link](https://x.com/varunv_malhotra/status/2021703786729820244)  2026-02-11T21:51Z [----] followers, [---] engagements


""Automation" is doing a lot of heavy lifting in that last bullet. Literally. $AMZN has [--] different robots. [--] million deployed. 75% of orders touched by a robot. Sparrow picks items from bins using AI vision. Vulcan can feel what it touches. Blue Jay replaces [--] human stations with one system. That's not a future thesis. https://twitter.com/i/web/status/2021724510945247624 https://twitter.com/i/web/status/2021724510945247624"  
[X Link](https://x.com/varunv_malhotra/status/2021724510945247624)  2026-02-11T23:14Z [----] followers, [---] engagements


"Nah Bitcoin - has no cash flow its strictly greater fool theory. I think someone will pay more for this over time. Then things like manufactured scarcity social proof etc are used. CSU is a cash flow machine that can do whatever it wants with the cash. They typically acquire VMS companies and that will continue. Sentiment is trash and this falling knife can keep going down for sure depends what you want to own and why https://twitter.com/i/web/status/2021727932163424500 https://twitter.com/i/web/status/2021727932163424500"  
[X Link](https://x.com/varunv_malhotra/status/2021727932163424500)  2026-02-11T23:27Z [----] followers, [--] engagements


"Your best stock pick probably isn't in your portfolio. Buffett admits he cost Berkshire $5B+ by "sucking his thumb" on Fannie Mae. He understood it. It was in his circle of competence. And he did nothing. His fix: give yourself only [--] investment decisions for your entire life. You wouldn't waste a single punch on something you couldn't explain. What's the one stock you understand right now that you're not buying enough of https://twitter.com/i/web/status/2021972635295392221 https://twitter.com/i/web/status/2021972635295392221"  
[X Link](https://x.com/varunv_malhotra/status/2021972635295392221)  2026-02-12T15:40Z [----] followers, [---] engagements


"@SixSigmaCapital Both can be true - I genuinely like the founder & believe he will be succesfull - This is not a trillion dollar opportuntiy"  
[X Link](https://x.com/varunv_malhotra/status/2021995865871978981)  2026-02-12T17:12Z [----] followers, [---] engagements


"@atelicinvest software bulls who just talk about vibe coding are missing the real risk. horizontal agents on top of SaaS which capture all the value these wouldn't be by vibe coders but from Google OpenAI and Anthropic. I think software downturn is overblown but this is a non zero risk"  
[X Link](https://x.com/varunv_malhotra/status/2022042723193356518)  2026-02-12T20:18Z [----] followers, [---] engagements


"@KairosPraxis Do we know what they paid for it Curious if it met their hurdle rate or they are adjusting it for higher growth opportunities"  
[X Link](https://x.com/varunv_malhotra/status/2022077841530400970)  2026-02-12T22:38Z [----] followers, [---] engagements


"@realroseceline @NotMarkLeonard @RihardJarc @bogumil_nyc @Speedwell_LLC @Mindset4Money_X @QualityInvest5 Appreciate how you are looking so far in the future moat wise that it allows you to invest in companies most value investor would disqualify to easily"  
[X Link](https://x.com/varunv_malhotra/status/2022134236451635399)  2026-02-13T02:22Z [----] followers, [---] engagements


"@QualityInvest5 @NotMarkLeonard @realroseceline @RihardJarc @bogumil_nyc @Speedwell_LLC @Mindset4Money_X For sure overall great analysis on a variety of companies. Adobe a good example of the depth"  
[X Link](https://x.com/varunv_malhotra/status/2022201410017013977)  2026-02-13T06:49Z [----] followers, [---] engagements


"@MnkeDaniel @NotMarkLeonard @realroseceline @RihardJarc @bogumil_nyc @Speedwell_LLC @Mindset4Money_X @QualityInvest5 Love the one pagers shared the intelligent investor one yesterday with a few people"  
[X Link](https://x.com/varunv_malhotra/status/2022282400848367921)  2026-02-13T12:11Z [----] followers, [--] engagements


"The takes are insane as someone who has been in enterprise sales and tech this isnt how companies operate. Companies are competing in a ruthless environment and figure out their top [--] strategic initiatives and try to execute it. These take years usually they are not tinkering and just trying to save costs as their main objective because you can code a nice demo with Claude"  
[X Link](https://x.com/varunv_malhotra/status/2022309502381383719)  2026-02-13T13:58Z [----] followers, [---] engagements


"@atelicinvest Im actually deep in tech and things are moving fast. But the innovation curve always wins and most people are not innovators using clawdbot lol"  
[X Link](https://x.com/varunv_malhotra/status/2022310778003431910)  2026-02-13T14:03Z [----] followers, [--] engagements


"Switching costs are low and it can get commoditized. The one thing that stands out is the founder is world class a literal genius who invented reCaptcha. He understands human behavior very well and they run thousands of a/b tests etc so you could do very well from here if you believe in his leadership"  
[X Link](https://x.com/varunv_malhotra/status/2022320210380771490)  2026-02-13T14:41Z [----] followers, [--] engagements


"@JSiegel88 @CSUnerd Yah its not new its more just info on finding as I test my thesis and then I share with all of yall in case you find it interesting"  
[X Link](https://x.com/varunv_malhotra/status/2022333684364566609)  2026-02-13T15:34Z [----] followers, [---] engagements


"The man building the AI that's supposed to kill enterprise software just explained why it can't. Dario Amodei is the CEO of Anthropic the company behind Claude. Here's what he said that matters if you own enterprise software: (1) Enterprise AI adoption still runs through legal security compliance and procurement. That procurement cycle is the moat. AI doesn't skip it. AI goes through it. (2) Anthropic's engineering teams are seeing 15-20% total factor productivity gains from AI coding tools right now. Six months ago it was 5%. Every software company you own is about to see margin expansion."  
[X Link](https://x.com/varunv_malhotra/status/2022394360390914233)  2026-02-13T19:36Z [----] followers, [--] engagements


"@rainbowroll2016 Ya Im pretty familiar I spend like 6-8 hours a day on Claude its fantastic. I just think in software munipal governments courts utilities cemeteries etc will be last to adopt"  
[X Link](https://x.com/varunv_malhotra/status/2022727419468386506)  2026-02-14T17:39Z [----] followers, [--] engagements


"I built a software company with 4M users sold it to Google and spent [--] years in enterprise sales and deployment. The market thinks AI kills vertical software. I've lived this space my entire career. $CSU is the only stock that falls perfectly in my circle of competence. Here's why. (1) I've lived switching costs. The training the customization the business interruption it's brutal. CSU owns 1000+ vertical software businesses serving courts utilities transit systems municipalities. When I see 98% retention I don't need to model it. I've been in the room when it happens. (2) I've done"  
[X Link](https://x.com/varunv_malhotra/status/2020169065969373424)  2026-02-07T16:13Z [----] followers, 50.4K engagements


"@MWG_Jamie @Speedwell_LLC for CSU podcast even has a fantastic interview with head of one of the CSU acquiring groups"  
[X Link](https://x.com/varunv_malhotra/status/2020914265398415570)  2026-02-09T17:34Z [----] followers, [---] engagements


"Ben Affleck just said what most people in AI and tech won't. In 15+ years of enterprise tech and sales I know adoption is slow. It's incremental. And the existential dread around AI replacing enterprise software is driven by the same people who need to justify $100B+ in capex on data centers. I've been in the room when enterprise migrations fail. Courts utilities municipalities: these institutions don't rip and replace because a new model dropped. Switching costs are measured in years not quarters. Enterprises solve for their top [--] problems every year. Ripping out entrenched software is not"  
[X Link](https://x.com/varunv_malhotra/status/2022074408274174423)  2026-02-12T22:24Z [----] followers, [----] engagements


"@TihoBrkan just tagged you in a post as best follows on X for this exact reason. You are willing to think and push back even if consensus disagrees"  
[X Link](https://x.com/varunv_malhotra/status/2022300504269763066)  2026-02-13T13:23Z [----] followers, [----] engagements


"@AnalysisOp Why bye bye to acquisitions They will just be even more conservative in their assumptions"  
[X Link](https://x.com/varunv_malhotra/status/2022370324034007152)  2026-02-13T18:00Z [----] followers, [---] engagements


"@QualityInvest5 You didnt say make no mistakes"  
[X Link](https://x.com/varunv_malhotra/status/2022380458349334664)  2026-02-13T18:40Z [----] followers, [----] engagements


"@BramVGenechten CFO is now at Adobe their share count may follow the same pattern"  
[X Link](https://x.com/varunv_malhotra/status/2022786301418754333)  2026-02-14T21:33Z [----] followers, [--] engagements


"Mark Leonard almost never speaks publicly. When he does you listen. In this clip he tells you exactly what happens next for $CSU. Acquisitions slow. Returns compress. And organic growth becomes the new engine. "As the acquisition opportunity tails off and it will inevitably tail off at some point I think we will shift some of our efforts towards organic growth." Inevitably. His word not mine. The bears say this is a warning. The bulls say this is the blueprint. Which is it"  
[X Link](https://x.com/varunv_malhotra/status/2022302451693482350)  2026-02-13T13:30Z [----] followers, 56K engagements


"@DdEmerging Pretty much.he wasn't just saying quality compounder even though the investors are. Similar to AI imo some people are so sure it can't be a headwind but Mark isn't sure"  
[X Link](https://x.com/varunv_malhotra/status/2022336524856254480)  2026-02-13T15:46Z [----] followers, [----] engagements


"@rainbowroll2016 Yeah my bear thesis on isnt about vibe coding but agent layer on top of CSU businesses being owned by a vertical player like Anthropic Google or OpenAI"  
[X Link](https://x.com/varunv_malhotra/status/2022726569853104393)  2026-02-14T17:36Z [----] followers, [---] engagements


"Yah good point I was thinking through more the price to fcf multiple going in half not earnings. So that would be around 10x And yes the issue is capital allocation decay I was trying to highlight that in the post but maybe it wasnt clear enough. CSU works because it has a playbook and serial acquirers based on it if that decays its not the same business https://twitter.com/i/web/status/2022731096610234545 https://twitter.com/i/web/status/2022731096610234545"  
[X Link](https://x.com/varunv_malhotra/status/2022731096610234545)  2026-02-14T17:54Z [----] followers, [---] engagements


"@PeterSchiff I think the biggest think people are not considering is that China has long term plans for everything. Im sure they have strategy around what if US does tactic X Y Z. They are not blind sighted by a tariff war"  
[X Link](https://x.com/varunv_malhotra/status/1913579189350830140)  2025-04-19T13:03Z [----] followers, [----] engagements


"@Austen Not just that but your also able to 1) Do more physical activity with them 2) Be more connected age wise (media memes tech) 3) Hot Take: Be a more flexible and relaxed parents older parents I notice are very rigid with their kids and following best practices"  
[X Link](https://x.com/varunv_malhotra/status/1915496098128416995)  2025-04-24T20:00Z [----] followers, [----] engagements


"@amitisinvesting Smashed earnings and Gemini is a monster at the infrastructure level. Your not bullish enough"  
[X Link](https://x.com/varunv_malhotra/status/1915497787485016550)  2025-04-24T20:07Z [----] followers, [----] engagements


"If you tap dance to work and give [---] percent thats what it takes to be rich and successful and deserve it. If you do that why would you stop Its both your identity and what keeps you fulfilled. The edge cases are actually those who get rich from being grifters etc and they can quit but they dont deserve it"  
[X Link](https://x.com/varunv_malhotra/status/1915571735656534026)  2025-04-25T01:01Z [----] followers, 42.1K engagements


"@HolySmokas Deposit was $150 now people have to pay 100k"  
[X Link](https://x.com/varunv_malhotra/status/1920567782850146630)  2025-05-08T19:53Z [----] followers, [----] engagements


"@realEstateTrent They cant imagine that switching costs is a thing and good enough and works is also a thing"  
[X Link](https://x.com/varunv_malhotra/status/1922806982429307090)  2025-05-15T00:11Z [----] followers, [----] engagements


"@DividendDude_X Hes a deep value investor who does actual valuations: not like most of Twitter who thinks past p/e plus price is down is value"  
[X Link](https://x.com/varunv_malhotra/status/1923117183292305572)  2025-05-15T20:44Z [----] followers, 17.3K engagements


"@CramerTracker Yah but who knows what he bought in Q2"  
[X Link](https://x.com/varunv_malhotra/status/1923117607340663292)  2025-05-15T20:45Z [----] followers, [----] engagements


"@unusual_whales Sounds like what Warren Buffett suggested. Incentive drives behavior change the incentive and get better results"  
[X Link](https://x.com/varunv_malhotra/status/1930317366174593293)  2025-06-04T17:34Z [----] followers, [----] engagements


"Ive done over 100s of hours of dilligence on the company and have bought and have a ton of limit orders. So much hidden value from real estate purchased in the 90s to thousands of casks of spirits that only become more valuable with age to the work they are doing with AI it keeps going on"  
[X Link](https://x.com/varunv_malhotra/status/1931411148017955089)  2025-06-07T18:01Z [----] followers, [----] engagements


"6 Hidden Assets people are missing with LVMH 1) Spirits: [---] 000-cask library at Hennessy/Glenmorangie is carried near cost yet every time LVMH bottles or sells an old cask virtually the entire sale price turns into free-cash-flow. 2) Private Equity Arm: L Catterton gets fees like a Brookfield and also owns prime real estatevineyards and Equinox 3) Aura Blockchain Consortium - Sell licenses for digital passports to other luxury brands 4) Second-gen Datalab models (global LLM + GenAI design tools) could lift inventory turns to [--] and drop markdowns near zerofreeing a further [--] bn 5) La Maison"  
[X Link](https://x.com/varunv_malhotra/status/1931418363063910557)  2025-06-07T18:29Z [----] followers, [----] engagements


"@amitisinvesting If anything Elon being focused on his business with full conviction will be good for Tesla long term. The redemption arc starts now"  
[X Link](https://x.com/varunv_malhotra/status/1931423488675401867)  2025-06-07T18:50Z [----] followers, 17.4K engagements


"@HolySmokas Google Yes Adobe No. I worry that a lot of the consumer use of Adobe product will move to the top layer of LLMs. Making basic marketing material editing photos etc"  
[X Link](https://x.com/varunv_malhotra/status/1931503972331962712)  2025-06-08T00:10Z [----] followers, [----] engagements


"The biggest issue with leverage compared to the other two is that leverage can make you feel like a genius most of the time. Then you have this cognitive bias that your more intelligent than you are so you use more and more leverage keep getting wins until the tail risk hits and you get blown up"  
[X Link](https://x.com/varunv_malhotra/status/1931740771360641511)  2025-06-08T15:51Z [----] followers, 68.1K engagements


"@MKBHD Never seen someone drop the bag like Apple with Siri"  
[X Link](https://x.com/varunv_malhotra/status/1932122201571938352)  2025-06-09T17:06Z [----] followers, 12.6K engagements


"@MKBHD Feels like Apple is focusing on the wrong items aesthetics are great but the competitors will be improving productivity and reducing friction which will reduce some of the advantages in choosing IPhone"  
[X Link](https://x.com/varunv_malhotra/status/1932123501491900581)  2025-06-09T17:11Z [----] followers, 58.2K engagements


"@amitisinvesting I wonder if they only get the option of S&P500 and Trump coin for the accounts"  
[X Link](https://x.com/varunv_malhotra/status/1932152528269124054)  2025-06-09T19:07Z [----] followers, 16.2K engagements


"@kirawontmiss Peak was when Tommy brought out the Dragonzord for the first time"  
[X Link](https://x.com/varunv_malhotra/status/1932224283025219744)  2025-06-09T23:52Z [----] followers, [----] engagements


"@anothercohen I seriously question the stickiness of the revenues. Many people like myself are tinkering with a ton of services more for education then to keep them long term"  
[X Link](https://x.com/varunv_malhotra/status/1932882805312078076)  2025-06-11T19:29Z [----] followers, [----] engagements


"@BoringBiz_ Its because they went retail to be bag holders. Retail loves thinking they are getting something exclusive and only the rich get when realistically its amazing they get to access the best and brightest public companies for reasonable price with low fees and high liquidity"  
[X Link](https://x.com/varunv_malhotra/status/1932888051459530973)  2025-06-11T19:49Z [----] followers, [----] engagements


"@SteveSaretsky Will keep growing as large projects close over the next 12-24 months"  
[X Link](https://x.com/varunv_malhotra/status/1933154035269541969)  2025-06-12T13:26Z [----] followers, [----] engagements


"What I am trying to think through is that all of this leads to less spending. Consumers are more careful scared and have less access to cheap money. Government will not want this they will want to keep the party and house of cards going indefinitley. So they have tons of incentive to intervene. So the question ends up being when and how"  
[X Link](https://x.com/anyuser/status/1933515595175100602)  2025-06-13T13:23Z [----] followers, [----] engagements


"@foundmyfitness The practical application is if you are able to maintain weight with these its fine. If you are having difficulty cut it out and assess if it impacts your hunger. From an n=1 perspective"  
[X Link](https://x.com/varunv_malhotra/status/1933569164997988493)  2025-06-13T16:56Z [----] followers, [----] engagements


"@BoringBiz_ Another thing is you need to be perfect when you want to displace something that. 1) Everyone has been trained to use 2) Every decision is super high ROI so it is easy to justify the cost to stay with Bloomberg Many have tried in the past and failed for this reason"  
[X Link](https://x.com/varunv_malhotra/status/1933606111103324569)  2025-06-13T19:23Z [----] followers, 17.1K engagements


"@ChrisJBakke Pro Tip: Start with All Parties have agreed to doubling the size of revenue and profit on this deal commission will be paid at [--] percent instead of [--] percent AI to send to payroll and HR to update"  
[X Link](https://x.com/varunv_malhotra/status/1935688720084058390)  2025-06-19T13:18Z [----] followers, 56.5K engagements


"@yacineMTB Getting called boss by the shawarma guy is a basic need for me"  
[X Link](https://x.com/varunv_malhotra/status/1937507999439868031)  2025-06-24T13:47Z [----] followers, [----] engagements


"I find this interesting as I find myself asking friend questions about topics I know I can get a better answer from LLM just to keep the relationship going and have a sense of connection. Over time this will slowly dissipate as the friction to speak with a friend is much longer than with GPT"  
[X Link](https://x.com/varunv_malhotra/status/1943791929067811074)  2025-07-11T21:58Z [----] followers, [----] engagements


"@elonmusk Legendwait for itary"  
[X Link](https://x.com/varunv_malhotra/status/1948162484893880707)  2025-07-23T23:25Z [----] followers, [----] engagements


"Interesting that Li Lu who almost never makes a transaction takes a large position in $PDD"  
[X Link](https://x.com/anyuser/status/1956104761842823283)  2025-08-14T21:24Z [----] followers, 17.6K engagements


"@signulll Incentive drives behavior They look at what would look best on a performance review and then do those actions even if its not whats best for the company or the customer long term"  
[X Link](https://x.com/varunv_malhotra/status/1959257157171290123)  2025-08-23T14:11Z [----] followers, [----] engagements


"@FoundersPodcast Love it. Sometimes I like to think what Bezos says "what will not change in the next [--] years It ends up being attention to detail quality and a relentless mindset on customer experience. Looks like thats been the mindset since day one at Raising Canes"  
[X Link](https://x.com/varunv_malhotra/status/1961050480047485339)  2025-08-28T12:57Z [----] followers, [----] engagements


"@ChrisJBakke In the 90s I saw someone bring an empty jug from home and fill it with McDonalds BBQ sauce. Pump by pump took a good [--] minutes: [--] weeks later the dispenser was gone and we had to pay a quarter for sauce"  
[X Link](https://x.com/varunv_malhotra/status/1962628769165774951)  2025-09-01T21:28Z [----] followers, [----] engagements


"@joecarlsonshow This isnt Waymo This is Google Drive with Enterprise Security"  
[X Link](https://x.com/varunv_malhotra/status/1962915495960576302)  2025-09-02T16:28Z [----] followers, [----] engagements


"Posted why Google was cheap in March looks like the thesis is playing out. Congrats to all $GOOG & $GOOGL holders"  
[X Link](https://x.com/varunv_malhotra/status/1962987527402607011)  2025-09-02T21:14Z [----] followers, [----] engagements


"Here are the top [--] Earned Secrets I have learned from @FoundersPodcast 1) Sam Walton - Go where competitors wont Swim upstream. Ignore the conventional wisdom. Walton built Walmart in small towns everyone else dismissed then compounded with maniacal frugality. Also used by: Herb Kelleher (Southwest) Les Schwab (rural tire empire) Cal Turner (Dollar General). 2) Jeff Bezos - Love low margins play the longest game Your margin is my opportunity. Amazon reinvested everything into scale speed and selection. He was happy to be misunderstood for years to earn customer trust. Also used by: Jim"  
[X Link](https://x.com/varunv_malhotra/status/1963226661882614235)  2025-09-03T13:04Z [----] followers, [----] engagements


"@packyM Sundar should be fired was the consensus [--] months ago. But then we saw the aura in this image and it all changed"  
[X Link](https://x.com/varunv_malhotra/status/1963264485554028723)  2025-09-03T15:35Z [----] followers, [----] engagements


"@MKBHD We got Instagram on IPAD before GTA 6"  
[X Link](https://x.com/anyuser/status/1963276083320545579)  2025-09-03T16:21Z [----] followers, [----] engagements


"@AnjneyMidha @MeekMill for when your ready"  
[X Link](https://x.com/varunv_malhotra/status/1963307011728154876)  2025-09-03T18:24Z [----] followers, [----] engagements


"@MKBHD @MeekMill"  
[X Link](https://x.com/varunv_malhotra/status/1963361345681703056)  2025-09-03T21:59Z [----] followers, [----] engagements


"@pitdesi The strategy and incentive is strong imo - get people to move over money and get used to products - add more products like mortgages and credit cards - become the defacto place to transfer from traditional banks when inherantances go from boomers to gen z and millennials"  
[X Link](https://x.com/varunv_malhotra/status/1963643521350734285)  2025-09-04T16:41Z [----] followers, [----] engagements


"@BoringBiz_ Every C level Ive met with wants AI specifically to reduce headcount and costs and improve shareholder value. This is inevitable"  
[X Link](https://x.com/anyuser/status/1964007560429683008)  2025-09-05T16:47Z [----] followers, [----] engagements


"Ive been noticing this IRL some people had so much pride in their domain expertise or what they went for school and now I can come up with research as good as they spent years in [--] minutes. It took away their sense of status and prestige and superiority and they dont know how to handle it"  
[X Link](https://x.com/varunv_malhotra/status/1964290746703319336)  2025-09-06T11:33Z [----] followers, [----] engagements


"@joecarlsonshow You started a civil war in the finance community"  
[X Link](https://x.com/varunv_malhotra/status/1964738437531251009)  2025-09-07T17:12Z [----] followers, [----] engagements


"@dalibali2 Someone needs to start a levered Sydney Sweeney ETF"  
[X Link](https://x.com/varunv_malhotra/status/1965437165187596792)  2025-09-09T15:28Z [----] followers, 12.9K engagements


"@StealthQE4 Because its still Oxygen and Optionality and he can use float to lever returns when needed"  
[X Link](https://x.com/varunv_malhotra/status/1965578705285390819)  2025-09-10T00:50Z [----] followers, [----] engagements


"@damianplayer Biggest challenges is most of these companies have no engineering talent. If you can show ROI via clear cost savings time savings or giving them more coverage on a task they are doing they will buy"  
[X Link](https://x.com/varunv_malhotra/status/1965737249531904256)  2025-09-10T11:20Z [----] followers, [----] engagements


"@shl And then launched a rental private jet service called Airbnb"  
[X Link](https://x.com/varunv_malhotra/status/1965811720485736507)  2025-09-10T16:16Z [----] followers, [----] engagements


"@signulll I fully agree for the main chat that everyone has roles. We then end up breaking up the main chat into smaller chats that are more niche. Example are the workout chat or the chat for cars. These subgroups have more leader like roles"  
[X Link](https://x.com/varunv_malhotra/status/1966146836240150972)  2025-09-11T14:28Z [----] followers, [----] engagements


"@HolySmokas The great Warren Buffett had a very wise quote on this we should all read"  
[X Link](https://x.com/varunv_malhotra/status/1966208465002541203)  2025-09-11T18:33Z [----] followers, [----] engagements


"Its all about the messy middle. Here are [--] accounts that are giving the actual sauce. 1) Greg Isenberg @gregisenberg 2) Hiten Shah @hnshah 3) Nikita Bier @nikitabier 4) David Senra @FoundersPodcast 5) Jack Frits @jackfriks 6) Michael Siebel @mwseibel 7) Signull @signulll 8) God of Prompt @godofprompt 9) Steph Smith @stephsmithio"  
[X Link](https://x.com/varunv_malhotra/status/1966484680686858725)  2025-09-12T12:50Z [----] followers, 34.8K engagements


"@SahilBloom This will get you the biggest career trick of all time. Have someone important advocate for you when youre not in the room"  
[X Link](https://x.com/varunv_malhotra/status/1966558350805516555)  2025-09-12T17:43Z [----] followers, [----] engagements


"Once you do this for the first time assess how you handle a market correction or crash. If your emotional behavior has you selling and waiting for a better time to get it in the signal is clear. You should be dollar cost averaging into index funds since you dont have the temperament to beat the market"  
[X Link](https://x.com/varunv_malhotra/status/1966912068046471326)  2025-09-13T17:09Z [----] followers, [----] engagements


"@kejca Compounding information Compounding Wisdom Compounding Return for Berkshire shareholders"  
[X Link](https://x.com/varunv_malhotra/status/1966919920916058143)  2025-09-13T17:40Z [----] followers, [----] engagements


"@gdb Wow we really are in the end game now"  
[X Link](https://x.com/varunv_malhotra/status/1967041135697973649)  2025-09-14T01:42Z [----] followers, [----] engagements


"@heydave7 Hes showing hes locked in again and he believes he can turn this into 10T and get his large bonus. He is going to be impossible to stop when he has this I will never give up mindset on something"  
[X Link](https://x.com/varunv_malhotra/status/1967573435330203699)  2025-09-15T12:57Z [----] followers, [----] engagements


"Found this gem from when @Scobleizer interviewed @chamath about Bitcoin. To say this aged well is an understatement"  
[X Link](https://x.com/varunv_malhotra/status/1968427736436748673)  2025-09-17T21:31Z [----] followers, 625.2K engagements


"@BoringBiz_ This is super bullish for Robinhood imo"  
[X Link](https://x.com/varunv_malhotra/status/1968471762867224607)  2025-09-18T00:26Z [----] followers, [----] engagements


"@signulll Another under appreciated part of music is that if anchors on a time or a moment. If you both like a particular song and have a deep connection it reminds you of an event and a time period and their are worthy conversations around how it makes you feel and why"  
[X Link](https://x.com/varunv_malhotra/status/1969813108940996667)  2025-09-21T17:16Z [----] followers, [----] engagements


"@apollonator3000 Even just writing [--] things that are highest leverage to do and then doing those [--]. Overtime you get a lot more done than no focus"  
[X Link](https://x.com/varunv_malhotra/status/1970138227169517742)  2025-09-22T14:48Z [----] followers, [----] engagements


"@tbpn Next post: OpenAI spends [---] billions on Nvidia GPUs"  
[X Link](https://x.com/varunv_malhotra/status/1970167547120251293)  2025-09-22T16:45Z [----] followers, [----] engagements


"@HarryStebbings Let me guess they are not building AI/Agents but they actually have product market fit and solid growth opportunities Shiny object syndrome is in full effect"  
[X Link](https://x.com/varunv_malhotra/status/1971626231520281015)  2025-09-26T17:21Z [----] followers, [----] engagements


"@joecarlsonshow You missed buying a lithography machine"  
[X Link](https://x.com/varunv_malhotra/status/1971654514571989008)  2025-09-26T19:14Z [----] followers, [----] engagements


"@nikitabier @marcrandolph Ask me anything Never said anything about answering questions"  
[X Link](https://x.com/varunv_malhotra/status/1971991189479215298)  2025-09-27T17:31Z [----] followers, [----] engagements


"@elonmusk Grok will be first to AGI"  
[X Link](https://x.com/varunv_malhotra/status/1972061574077759878)  2025-09-27T22:11Z [----] followers, [---] engagements


"@yacineMTB Buy a Tesla online speak with no one"  
[X Link](https://x.com/varunv_malhotra/status/1972112940959781315)  2025-09-28T01:35Z [----] followers, [----] engagements


"@yacineMTB Oh like a car.i think your stuck dealing with humans"  
[X Link](https://x.com/varunv_malhotra/status/1972113300445188113)  2025-09-28T01:37Z [----] followers, [----] engagements


"@thesamparr Buffett said this the true test is when your old if the people you want to love you love you. If you did that your a success"  
[X Link](https://x.com/varunv_malhotra/status/1972457848652349453)  2025-09-29T00:26Z [----] followers, [----] engagements


"@yacineMTB I remember when this was going to be the new app store and everyone was cooked"  
[X Link](https://x.com/varunv_malhotra/status/1972823745581728030)  2025-09-30T00:40Z [----] followers, [----] engagements


"When I worked on Google Hangouts Chat; the team got obsessed with the exotic. We spend [--] percent of the time talking about thread first model and why its better than Slack. Instead of just making a smooth transition that had less friction then the original Hangouts. But this is what creative types do at times they romanticize their own ideas and work flows instead of thinking about the user"  
[X Link](https://x.com/varunv_malhotra/status/1973778336099737899)  2025-10-02T15:53Z [----] followers, [----] engagements


"I always appreciate greatness in the making and I see that with Wouten Teunissen @WouterTeunissen [--] stories that stick out: Ramp -Self published a [--] page magazine unpacking their full history and landed an interview with Eric Glyman @eglyman Shaan Puri: -Showed value to @ShaanVP & got invited to his Slack channel. Wouter learned everything he could about ads and sold 825K in deals Podcast Prep -Spent [--] Days & listened to 380+ episodes of @FoundersPodcast & made a 366-page "daily wisdom" book from it. Andrew Wilkinson: -@awilkinson told him "in person only" he booked a 12hr flight mic in"  
[X Link](https://x.com/varunv_malhotra/status/1974103185179529507)  2025-10-03T13:24Z [----] followers, 23.8K engagements


"@venturetwins I believe this is done strategically. Let it be open the first few days so people can use the IP and create viral content and get used to the tool. Then claw it back and crack down hard to avoid any legal issues. Same thing happened with image"  
[X Link](https://x.com/varunv_malhotra/status/1974563227217674276)  2025-10-04T19:52Z [----] followers, [----] engagements


"@AcquiredFM My calendar for tomorrow"  
[X Link](https://x.com/varunv_malhotra/status/1974852507303371167)  2025-10-05T15:01Z [----] followers, [---] engagements


"@apollonator3000 Because we get dopamine from pretending we are fixing the short term dopamine addiction"  
[X Link](https://x.com/varunv_malhotra/status/1975559982356803610)  2025-10-07T13:52Z [----] followers, [----] engagements


"@jakepaul @antifund @geoffreywoo @markchen90 @billpeeb Convince Sydney Sweeney and the internet will actually explode"  
[X Link](https://x.com/varunv_malhotra/status/1976412127054418379)  2025-10-09T22:19Z [----] followers, 11.5K engagements


"@tokifyi In Canada we get our milk in bags"  
[X Link](https://x.com/anyuser/status/1981135291856658661)  2025-10-22T23:07Z [----] followers, 19.2K engagements


"@pmarca Curiosity has been growing. It's the top viewed founders podcast on youtube. https://youtu.be/aStHTTPxlissi=va8bSiJ4pM9riBk_ https://youtu.be/aStHTTPxlissi=va8bSiJ4pM9riBk_"  
[X Link](https://x.com/varunv_malhotra/status/1981434770530644069)  2025-10-23T18:57Z [----] followers, 15K engagements

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