Long term investor - mukundmohan.online Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups
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My threads, data, tools I use, investment philosophy and frequently asked questions. Please review these links.
1. Overview
docs.google.com/document/d/e…
2. Investing Process
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3. Tools I use and like
docs.google.com/document/d/e…
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No. You need to go on vacation (off grid) every 2 weeks for 2 weeks to recover from social media @instagram
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solana:AJnCmqEB88PcbARxeh7SJw4xxhCPA5w4zDg27XzGpump Oura is selling 50 million shares (73% from existing holders) to raise up to $2.2 billion, priced in a $40–$44 range.
Deal is roughly 4x oversubscribed
At the top of the range it would list at about $14.1 billion market cap, or $15.6 billion fully diluted.
Pricing is expected the week of September 28, with Nasdaq trading under ticker OURA.
Last reported revenue was $1.21 billion for the nine months ended June 30, up 74% year over year, with 5 million paid members and subscription revenue up 121%.
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The new Copilot is Microsoft’s bet that the AI race is moving from models to products.
It doesn’t need to own the best model if Copilot can choose among them and keep the customer inside Microsoft.
The potential secret weapon is Autopilot (what I’ve been calling Muse for Business). It knows your workflows, sits across the apps and data you already use, and keeps working even when you step away.
It’s a preview of the battle to come in enterprise AI. OpenAI and Anthropic are racing from models into products. Can they build their own version of this? And can they match Microsoft on the boring-but-critical stuff: permissions, identity, auditability and control, as agents become more autonomous?
My full conversation with @satyanadella. We also talk open vs. closed models, US-China Summit, regulation and the infrastructure buildout.
00:00 Microsoft’s new Copilot
02:02 Why not just give us Autopilot?
05:18 Who pays for always-on AI?
08:06 Copilot picks the model
10:27 Chinese models and OpenAI’s lead
12:04 Competing with OpenAI and Anthropic
13:17 US–China AI talks
16:11 Does AI need new rules?
18:05 The data center backlash
20:40 Is AI being overbuilt?
23:44 Keeping humans in control
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$FLUT and $DKNG
When you look past the headline revenue drops, DraftKings and Flutter are running two different plays.
Flutter’s Q2 was dragged down by legacy international tax friction and severe margin erosion in FanDuel's promotional strategy.
DraftKings also took an $80M hit from 'customer-friendly' sporting outcomes, driving reported revenue down 4.6%.
But because DKNG reined in administrative overhead and held its full-year EBITDA target at $700M–$900M, it avoided Flutter's guidance cut.
Furthermore, DraftKings’ 75% bump in customer acquisition and its $11B prediction-market volume run rate give it a growth narrative that Flutter simply didn't match this quarter.
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Today’s @Muse use case.
Have a list of 12700 prospects that our sales teams call on. Mostly small storefronts across the US.
Our phone dialer needs numbers that are obviously right and not mobile.
We were using and paying for @clay for the waterfall data. Costs us about $3K per month.
Muse did the phone verification check and the deduplication of phone numbers.
Cost $0.
We moved to a lower @clay tier. Saved about $500 a month.
It’s free now but even if it costs less than clay we’d use it.
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$COST Costco (COST) Q4 revenue $95.7B, net sales $93.9B (+11% YoY). GAAP net income $3.00B, $6.75/share. Comparable sales +9.4% (US +11%). Digital sales ~+20%. Membership fees $1.85B
Worldwide Renewal Rate: 89.8% U.S. & Canada
Renewal Rate: 92.3% (up slightly from 92.2% in Q3)
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$SPY
The S&P 500 close is gaslighting you right now
Index up 0.01%.
Equal-weight down 0.52%. 3,119 decliners.
NYSE new-high/new-low 10-day average at worst since April 2025.
This is what a stealth bear market in the average stock looks like while the cap-weighted headline holds.
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