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Imran Khan

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@dottkhan

Founder & CIO of Proem Asset Mgmt; BOD @zetaglobal. Past, CSO @Snap; BOD@ $Dave; MD @ CSFB & JPM. Co-founder Verishop. My own opinion & not investment advice
Dallas, TX Joined March 2011
1.2K Following 11K Followers 1.4K Posts

Latest posts 5

Imran Khan Verified account @dottkhan
Congrats @ekuyda very exciting.
Eugenia Kuyda Verified account @ekuyda Oct 19
Wabi 2.0 is live!

personal agents are one person, one chat. but the parts of life that matter run on more than one person

Wabi is an agent you use together. you talk to it, it does stuff, builds the apps you need, and anyone can join the thread - your partner, your best friend, the preschool moms groupchat

school changes pickup time → Wabi updates the family calendar, everyone sees it.
a show you’d both love → Wabi finds a night that works, gets the tickets.
the trip everyone keeps talking about → Wabi picks the dates, builds the itinerary, books it

go start a thread with your people 👇
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6 replies 0 reposts 8 likes 1.6K views View on X
Imran Khan Verified account @dottkhan
If I were a hyperscaler, Nvidia, or another tech company with lots of cash, I would buy Neocloud bonds at 10%+ rates. Strong returns on positive cash balance, and if they go bankrupt, seize their compute and power resources for existing business. Better move than buying equities in these businesses.
42 replies 22 reposts 468 likes 57K views View on X
Imran Khan Verified account @dottkhan
I still don’t understand the point of a large institutional investor meeting while Anthropic is in confidential filing. If they wanted a TTW meeting, they should have held it with select institutional investors in their offices. That would have avoided a circus and limited leaks. Given their S-1 leaked to the news media (I’ve never seen another in my 26-year career), the company should have been more sensitive.
7 replies 6 reposts 153 likes 54K views View on X