Anirban Mahanti

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Sector Tech

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Website Twitter

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Twitter Update

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Anirban Mahanti

Australia’s got an eggflation problem. 🥚 🍳 🪺 🐓 😂

June 13, 2023, 11:32 p.m.

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Anirban Mahanti

Retweeted post by @Keith Dorschner

Keith Dorschner

R U ready for this? Dude takes a long road trip in a Lucid Air, then declares that America isn’t ready for the EV transition. What went wrong? Lots of stuff. However, with one choice, he could have come to a completely different conclusion. Never do an EV road-trip UNLESS…

June 13, 2023, 8:55 p.m.

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Anirban Mahanti

NCAS is becoming the de-facto North American standard… good for EVs there.

EVgo Fast Charging Network

EVgo will be adding North American Charging Standard (NACS) connectors to its fast charging network across the country. Read the press release to learn more.

June 12, 2023, 11:07 p.m.

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Anirban Mahanti

Remote vs in-office work. There’s lots of debate. Below is a nuanced take on what’s happening in technology land.

Paul Graham

I've talked to multiple founders recently who have changed their minds about remote work and are trying to get people back to the office. I doubt things will go all the way back to the way they were before Covid, but it looks like they will go most of the way back.

June 10, 2023, 7:33 p.m.

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Anirban Mahanti

Replying to @Marcelo P. Lima

@MarceloPLima Tony has been bearish on Tesla’s moat for a while. I still remember that “bone headed” comment from Elon during the conference call a while back.

Marcelo P. Lima

Analyst Sacconaghi: When will Ford make EVs at the same cost as ICE? Ford CEO Farley: 2030-2035 Sacconaghi: Is that a structural cost advantage that Tesla is going to enjoy for a while? Farley: Yes

June 9, 2023, 10:04 p.m.

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Anirban Mahanti

Retweeted post by @Neil Cybart

Neil Cybart

Apple only showed people wearing Vision Pro while seated on a couch. That's a lazy future that I just don't want. It made me more excited that the metaverse future we are building here at Meta will succeed.

June 9, 2023, 3:46 a.m.

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Anirban Mahanti

Retweeted post by @Steven Sinofsky

Steven Sinofsky

iOS 17 automatically removes tracking parameters from links you click on

June 9, 2023, 12:28 a.m.

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Anirban Mahanti

Replying to @Marcelo P. Lima

@MarceloPLima Only issue might be they can’t make 1 million units.

Marcelo P. Lima

The Apple II was priced at $6,300 in today's dollars, and sold between 5 and 6 million units. Why wouldn't the Apple Vision Pro at $3,500 sell at least 1m units?

June 9, 2023, 12:24 a.m.

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Anirban Mahanti

Retweeted post by @Robert Scoble

Robert Scoble

I see where Zuckerberg is coming from. The end result is I can work in the Apple device but I can't work in the Meta one. Another end result? In Apple's device reality is stunningly beautiful. In Meta's Quest Pro (its $1,500 headset) reality looks like shit. It has seams, is…

June 8, 2023, 10:51 p.m.

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Anirban Mahanti

Retweeted post by @Neil Cybart

Neil Cybart

It is uncanny how similar Zuckerberg's comments are to Steve Ballmer on the iPhone. Ballmer laughed because iPhone was too expensive and he liked Nokia's low cost strategy. He mentioned sales too. Zuckerberg made the same exact points only with headsets.

June 8, 2023, 10:28 p.m.

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Anirban Mahanti

After Ford, it is GM’s turn to opt into the Tesla standard.

June 8, 2023, 9 p.m.

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Anirban Mahanti

Retweeted post by @Simon Erickson

Simon Erickson

Gene & Doug are pros in the tech space. Legendary calls on $AAPL, their definition of 'conviction', and their focus on VR, AI, & robotics makes @deepwatermgmt a must-follow for tech investing. Hear our @7investing interview for their take on $META, $CRWD, $EVBG, $ACVA, & $NU.

June 5, 2023, 3:58 p.m.

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Anirban Mahanti

Retweeted post by @7investing

7investing

In this morning's 7investing Podcast, @7Innovator wades into the waters of tech investing with Deepwater AM's @munster_gene and @dougclinton. Listen for updates on $META $CRWD $ACVA $EVBG

June 5, 2023, 3:58 p.m.

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Anirban Mahanti

Retweeted post by @Daniel Bleakley

Daniel Bleakley

I never imagined my career would lead to writing a story debunking Mr Bean's EV misinformation in a @guardian article but here we are. @AukeHoekstra @MLiebreich

June 5, 2023, 6:51 a.m.

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Anirban Mahanti

Retweeted post by @Tesla

Tesla

Model S Plaid with track pack just set new lap record for a production EV at Nürburgring 💪

June 4, 2023, 6:08 a.m.

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Anirban Mahanti

Retweeted post by @techAU

techAU

After driving the Model 3 Performance, it's hard to imagine driving a better car for the $$. The performance is ridiculous, the technology is great (and improving all the time) and the Safety/AP/FSD is game changing -

June 4, 2023, 4:18 a.m.

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Anirban Mahanti

Retweeted post by @Sawyer Merritt

Sawyer Merritt

BREAKING: @Tesla says ALL new Model 3 vehicles in the US now qualify for the full $7,500 EV tax credit, meaning the Model 3 now starts at $32,740 (with incentives). In some states, you can get it for under $30k. Before, the RWD and Long Range versions only qualified for $3,750.

June 2, 2023, 9:12 p.m.

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Anirban Mahanti

Retweeted post by @Daniel Bleakley

Daniel Bleakley

A comprehensive new report by leading transport think tank @TheICCT ranks the world's top 20 automakers on their transition to EVs. Report covers market share, technology & strategic vision. 5 out of 6 carmakers in the "laggards" group are from Japan.

May 31, 2023, 8:28 a.m.

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Anirban Mahanti

Ran a screen for ASX "tech" companies selling for 10x sales or more ... some crazy high multiples there. Of course, this is just a result from a screener, nothing more. Some usual suspects like $WTC $CAR $TNE $XRO, and few others I hadn't seen before.

May 31, 2023, 4:02 a.m.

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Anirban Mahanti

Food inflation is kind of crazy.

May 31, 2023, 2:25 a.m.

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Anirban Mahanti

Aussie monthly CPI indicator rose 6.8% in the twelve months to April. Housing (+8.9%), Food and non-alcoholic beverages (+7.9%) and Transport (+7.1%) saw most significant price rises. Appears inflation ain't budging!

May 31, 2023, 2:15 a.m.

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Anirban Mahanti

How is this good use of NHTSA resources? Tesla allows games to be played only when parked. 😂🤷🏽‍♂️How’s that a problem? 😂😂😂😂

Sawyer Merritt

NEWS: The NHTSA said Tuesday it is closing its investigation into 580,000 Tesla vehicles over the automaker's decision to initially allow games to be played on the front center touchscreen. NHTSA said in closing the investigation without seeking a recall it was not indicating "a…

May 30, 2023, 8:38 p.m.

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Anirban Mahanti

Scott McNealy's "10x sales is too expensive" is being shared a lot lately but it is important to contextualise his take. McNealy perhaps assumes that revenue is flat, but what if it's growing? For example, if a company's revenue is doubling every two years, a 10x sales…

Market Sentiment

NVIDIA ($NVDA) is now trading at 37 times its revenue (P/S) and 202 times its earnings (P/E)! Now's the right time to remember what Scott McNealy, CEO of Sun Microsystems told Bloomberg just after the dot-com collapse 👇

May 30, 2023, 3:17 a.m.

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Anirban Mahanti

Retweeted post by @Chargefox

Chargefox

An electric car is now the top-selling car in the world. *Wait...WHAT!?* Yes you read that right

May 30, 2023, 2:41 a.m.

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Anirban Mahanti

A must read post about some of the bizarre AI posts we see.

Kevin Fischer

I don't talk much about this - I obtained one of the first FDA approvals in ML + radiology and it informs much of how I think about AI systems and their impact on the world. If you're a pure technologist, you should read the following: There's so much to unpack for both why…

May 29, 2023, 12:23 a.m.

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