Vivek Garipalli
@VivekGaripalli
Followers
3K
Following
19
Media
8
Statuses
131
looking forward to validating this myself, but if this is an accurate assessment, it’s then pretty straightforward as to how this story plays out.
Did Waymo and Robotaxi rides back to back in the last 24 hours in Austin, TX. Biggest takeaways:. Both Waymo and Robotaxi are a better experience than a large majority of Uber rides. Rides are significantly smoother than your average Uber, you get paired with a car relatively.
5
0
9
Simple thing investors many times don’t do, especially for businesses where the end user or buyer of a product is an individual. Look at the product(s) they sell, compare it to the competition in terms of price and value. If you determine the business you like offers its products.
18
12
97
Not sure why there is so much shock with Mamdani winning the NYC mayoral democratic primary. Approximately 40% of NYC apartments are under "rent stabilization" (a bit more than 1 million apartments). Part of his platform is to freeze those rents. That's a lot of money to a huge.
4
0
18
“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.”.
When i wrote this in 2022, this view wasnt consensus at all. Now looking back, it was way too conservative.
10
1
30
wise words.
"You only get a few opportunities, and you have to grab them aggressively when they come because even in the most favored life—they're really rare.". — Charlie Munger.
10
5
46
How hard would it be to get to a balanced federal budget within 10 years?. ChatGPT assembled its plan, with the following guardrails:.- Shared pain on both sides of the political spectrum.- Ensure a glide-path so the economy continues to meaningfully grow along the way.- Left it
6
1
12
i will not read any more Knicks posts between now and the end of the game, as this one completely fulfills my confirmation bias.
Pacers are going to fold tomorrow and for the rest of the series. The Knicks know exactly what they have to do now. The Pacers aren’t built mentally for the Knicks. The Knicks can be relentless and they will be moving forward.
2
0
0
What an awesome listen - Clover's VP of Product & Design @kevinholub - an extremely candid and very inspiring interview. Lots of words of wisdom in here for anyone interested in a start-up journey and what to expect along the way. And some great tidbits in here for anyone.
5
6
38
AMAZING.
3
0
3
If you’re a Clover shareholder, please do take advantage of this and submit your questions. The harder the questions, the better. Thank you!.
🍀Clover Update🍀.To enhance engagement and facilitate connections with the Company's investors, our CEO Andrew Toy is planning to answer questions from CLOV shareholders regarding Clover’s business, results, strategy, and future plans. Starting today, current shareholders can.
14
4
73
his comment may have been tongue and cheek humor, but I will continue to be polite to AI when I use it. very possible as AI gets more and more powerful and supersedes the human race, they will only make as their pets the humans who were impolite to them.
It turns out that if you say "please" and "thank you" to ChatGPT, it costs OpenAI “tens of millions of dollars” in electricity use. Why is it an important observation with future implications?. What if a hospital management tells its staff in 5 years to stop being kind to their
3
0
7
Irrespective of your stance on tariffs, a company that relies on regulatory exemptions is probably not worth a 31x p/e multiple.
BREAKING: President Donald Trump’s administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs in win for Apple (and shoppers). This lowers the China tariff from 125%.
3
1
23
I know nothing about this company or its products, but it’s very cool to see real time really quick thinking and action on turning the massive tariff challenges they are facing into an opportunity. Company leaders that are aggressive on surviving, will most likely eventually.
🔥 Two days ago, I shared how China’s new tariffs slammed our margins. That post blew up — 75K+ views and dozens of DTC operators chiming in. Now I’m sharing the 15 tactical moves we’re making at Obvi to fight back. Surviving the Tariff Squeeze: The Playbook 🧵.
3
1
12
Just as true today as it was 3 years ago.
There’s market uncertainty for almost every company today. Here are some aspects of $CLOV that make me excited not just about today, but also about our potential:.
8
3
46
Pretty wild day in the markets due to Liberation Day. Many, many companies dependent on foreign trade / sourcing are getting crushed in the public markets. Here's my unpopular opinion on these events: The best CEOs will find a way to get creative around cost structure and take.
15
2
74