adityadevpandey @adityadpandey

Interested in startups, quizzing, India, football and finance linkedin.com/in/aditya-dev-… Bengaluru, India Joined May 2011

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Balaji @balajis

19 hours ago

MAGA has thrown in the towel on China. This is completely understandable. But it has many implications. (1) First, what just happened? The new National Defense Strategy[1] is reportedly pivoting away from China and towards the homeland. Many troops will be brought back...at…

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Reid Hoffman @reidhoffman

3 days ago

1/ A recent Stanford study led by @erikbryn found that entry-level jobs for 22-25 year-olds in fields most exposed to AI have dropped 16%. Some reactions to the data, and why I believe we need to design a new on-ramp to work in the AI era:

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The Kobeissi Letter @KobeissiLetter

4 days ago

And, in case you are new here, this trend is not. Take a look at Gold vs the S&P 500 since 2023. Gold prices are now up ~100% compared to a ~67% gain in the S&P 500. Despite the AI Revolution, the biggest breakthrough in technology since the internet, stocks are LAGGING gold.

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Nikunj Kothari @nikunj

4 days ago

I have been struggling for months to explain why I think Claude Code is a BIG deal for non-technical people as well. Finally seem to have found a framing that might make sense..

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Nicholas Fabiano, MD @NTFabiano

4 days ago

Life satisfaction is highly consistent with your personality.

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eigen moomin @eigen_moomin

4 days ago

we are a nation of immigrants, and the first to have lost all ambition, domesticating ourselves into a life of formulaic contentment. open.substack.com/pub/eigenmoomi…

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The Kobeissi Letter @KobeissiLetter

6 days ago

Most people don't realize just how bad the fiscal picture is for the UK. Spending is set to cross 60% of GDP, compared to 53% during the pandemic. Meanwhile, revenue as a % of GDP is set to drift slightly lower, below 40%. This is the UK government's OWN forecast.

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Rohan Paul @rohanpaul_ai

5 days ago

🚨 BREAKING: The 2nd research proves Generative AI is lowering demand for junior staff, though senior jobs are still secure. 7.7% junior headcount decline within generative-AI adopters firms by 6 quarters, and 40% fewer junior hires per quarter in wholesale and retail. They…

Rohan Paul @rohanpaul_ai

2 weeks ago

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Lisa Abramowicz @lisaabramowicz1

5 days ago

The UK faces the doom loop of rising borrowing costs, growing deficits and a government facing a lot of bad choices to raise revenues. Yields on 30-year gilts have reached their highest levels since 1998. (1 of 3)

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Ethan Mollick @emollick

6 days ago

A second paper also finds Generative AI is reducing the number of junior people hired (while not impacting senior roles). This one compares firms across industries who have hired for at least one AI project versus those that have not. Firms using AI were hiring fewer juniors

Seyed Mahdi Hosseini @SeyedMH98

6 days ago

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Evan @StockMKTNewz

7 days ago

Here’s how Americans 🇺🇸 spend their day

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Jack Raines @Jack_Raines

a week ago

Snap always has been, and always will be, a machine that converts new investors interested in DAUs and revenue growth into stock-based compensation.

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Aaron Levie @levie

a week ago

One way to see what some of the biggest opportunities are with AI agents is to figure out what they can do that humans can’t. The ability to run in parallel at any scale is one of these instant advantages. Going after use-cases where you can accomplish new things with an…

Andrew Ng @AndrewYNg

a week ago

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Will Manidis @WillManidis

a week ago

if you ever wonder what VCs are actually offering to LPs in meetings, new mexico’s SIC meetings are public by default here’s chris sacca pitching lower carbon. 200 views.

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Yoni Smolyar @YoniSmolyar

a week ago

TIL the Turkish government refunds mobile app developers 60% of their ad spend per year 🤯 now I understand why there are so many Turkish app studios

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Will Manidis @WillManidis

2 weeks ago

hard to think of a piece of writing that’s had a greater impact on my life than @absoluttig’s “index mindset” (2021)

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Joe Weisenthal @TheStalwart

2 weeks ago

WHAT WE'RE TALKING ABOUT IS STAGFLATION I'm back in NYC after going to Jackson Hole. The evebt gave me a lot of ideas of things I want to explore and think about further. But in today's newsletter, I wrote about the obvious risk that's on everyone's mind

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GREG ISENBERG @gregisenberg

2 weeks ago

this is exactly how i’d build wealth with a vertical ai agent startup (without raising VC $$) step 1: find a boring pain point. something universal, hated, and expensive. think customs paperwork, insurance audits, compliance checklists. the less glamorous, the better. step 2:…

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Monica Jasuja @jasuja

2 weeks ago

Every rupee increase in UPI transactions reduces debit card usage by 14 paisa. This isn't just digital adoption - it's mathematical proof India has rewired how 1.4 billion people handle money. SBI Research dropped jaw-dropping numbers that reshape everything we know about…