Sahil Punamia
@SahilPunamia
Ex-Marketer @ Netflix. Curious about EVs (FSD user since '22), marketing, investing, & how to live well. Always on the hunt for a good cortado & sweet jacket.
Tesla will be one of the first companies to demonstrate the jaw-dropping ROIC of AI compute investments at scale
There’s probably 2-3 engineers who worked on the pickup location feature over the past week At Uber this feature would be on some quarterly roadmap and require dozens of employees across various departments to build Pace. Of. Innovation.
My approach to portfolio allocation - still learning
I used to believe this approach was sensible - selling when a holding reaches one’s target - but then I realized none of the best fund managers, index funds, or retail investors / entrepreneurs followed this approach The nature of auction driven public markets means that the…
The diligence by which you accumulate personal wealth is inversely correlated with how frivolously you will blow it away Large inheritances, lottery winners, and meme coiners are common examples
I've heard nothing but glowing reviews from Waymo riders But if the cost is trivial for a lidar sensor suite, why does Waymo only have 700 vehicles on the road after 10 years of operation, and in just 3 cities? Tesla will leapfrog them; this will become obvious in a few months
I don’t post often, but this is absolutely wild
OMG this is not AI, it's real. It's a must watch. 2011. Obama announces a DOGE department and puts Joe Biden in charge of it! 😂 "Nobody messes with Joe." 🤣
Mundane grievance: if a coffee shop charges a $1 surcharge for alternative milk and my drink is a macchiato, they cannot expect me to tip $1 for 1oz of oat milk foam is thievery
Centralized “strategy” MBA roles don’t exist anymore There are really only 3 paths an employee of any F500 or similar company can pursue: 1) Build (product + engineering + R&D) 2) Sell (sales + marketing) 3) Enable (finance+legal+HR+analytics+CX) All require specialization
PSA for X users - ignoring the bots and anons dramatically improves the quality of discourse and signal on this platform.
The business model of the US: -Attract the top decile of immigrants seeking a better life and who are able to assimilate -Give them a capitalist economy -Protect their individual freedoms -Tax them to build the strongest military in the world Crazy this hasn’t been copied
Most of the world does not have the ability or mental capacity to invest passively w/index funds. Too many barriers (banking, understanding equity markets, psychology of dollar-cost averaging, etc.). Gold was a great savings instrument in this regard. BTC will prove to be better
When living out the marshmallow test in real life (deferred gratification), make sure too much time doesn’t pass such that those marshmallows grow moldy.
My thoughts as a Tesla shareholder for 5+ years
Charlie Munger: "I'm no good at exits. I don't like even looking for exits. I'm looking for holds." "Think of the pleasure I've got from watching Costco march ahead ... I say find Costco's [to hold forever], not good exits."
Even if you’re not a Tesla investor, do note that this technology is here and coming to you very soon. It will, over time, fundamentally change the way urban society functions. And for the better.
There will ultimately be tens of millions of driverless Teslas throughout the world giving rides 24/7
Reposting this as it’s probably the most bullish thing for AI and Crypto this decade 🔥
Congrats to my bestie @DavidSacks on his new position as “White House AI & Crypto Czar” 🚀
tailoring isn't about making clothes as slim as possible. it's about transforming flat 2D cloth into 3D forms. look how much shape is in these garments—the clothes have their own silhouette. this requires fullness in certain areas IG assisibespokehouse, lucamuseo, edwardsexton
It’s so fascinating that many (including me) conflate tailored clothing with tight-fitting. Would be cool to do a thread on the origins of this meme and why many tailors seem to propagate this idea (economics aside)
🐐
3. "Singapore is worth emulating" Major economies realize the stupidity of wokeness. While the West argue about trivial human differences bigger problems are allowed to persist. Those who profit off them want to divert attention so the real issues never get solved.
My first long-form post about EVs and marketing! An uncomfortable truth from evolutionary corporate Darwinism - most incumbent AND challenger brands don’t survive periods of disruption... As evidence, below is a list of major automaker C-Level exits that happened in 2024 alone…
Spent the past few weeks unlearning my $100K+ UCLA economics degree…what a painful yet insightful read @saifedean
