Building real finance. Founder & CIO, Neeyah & Souq. Former software engineer.

CA
Joined October 2010
Safeer Mohiuddin retweeted
In the Palestine case, the tipping point is the moment when the cost of silence begins to exceed the cost of speaking, and millions take that step and start speaking. That is all; millions upon millions broke their silence, and this moment is irreversible. In the history of anti-colonial struggle, that tipping point has always mattered because, in Edward Said's framework, it is when the colonizer loses permission to narrate, and the colonized begin to be heard on their own terms, in their own voices and in spaces they forge. hbazian.substack.com/p/from-…
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Safeer Mohiuddin retweeted
you’re telling me i pay $895 a year for a charge card that already takes a heavy cut from merchants every time i use it, then gives me quarterly coupons to justify the fee, many of which are subsidized by those same merchant partners, & on top of that makes me jump through hoops to redeem everything including the dumb points currency i earn which fluctuates in value drastically & is highly inflationary? absolutely remarkable. one could only hope to start a business like this.
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Safeer Mohiuddin retweeted
“The lifestyle of  an entrepreneur  at its core is:  I can take more pain than the other guy, and I'll prove it.” “ There's a zen that can happen when a warrior has fought for a long time. You can get used to it.” “ You almost start accepting it. Like, something bad happens and you don't even get mad.” “ There are benefits.  But you need to make sure you don't get so used to it that it doesn't even bother you. You can get so zen, you're unbothered.” “ There's something special about the extra fierceness of being bothered, being upset about something that is wrong.” — @travisk
My conversation with @travisk, founder of Atoms and Uber. 0:00 Building Atoms & the Meta Problem of Management 3:51 The Appeal of Impossible Problems: Starting Over in China 12:19 Uber vs. Didi: Copycats, Hypergrowth & China's Rules 21:02 How Network Effects Become an Efficiency Fortress 31:48 Capitalism vs. the Taxi Cartel 44:05 The China War Goes Global & the Entrepreneur's Capacity for Pain 54:04 Life After Uber: Lawfare, Media Narratives & Reputation 58:21 What Founders Get Wrong About Venture Capital 1:08:35 The Fundraising Playbook: QED Storytelling & a Five-Room Auction 1:18:38 The Uber Coup, Radical Accountability & Outgrowing Fear 1:26:42 Why Specialized Robots Beat Humanoids at Industrial Scale 1:31:30 Finding Your Sport: Food, Mining & the Physical AI Stack 1:40:14 How to Build Many Companies Inside One Company 1:46:33 Entropy, Civilization & the Meaning of Progress Includes paid partnerships.
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Safeer Mohiuddin retweeted
Replying to @steveonomics
The point of man is to build, create, and improve the lives of others. The number on the screen is not relevant.
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Safeer Mohiuddin retweeted
Frank Slootman's confrontation rule ▫️ask how it's going ▫️let them talk ▫️drop the real question do that weekly, not the yelling version
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Safeer Mohiuddin retweeted
After 5 years of entrepreneurship, I can't stress enough how much it's ALWAYS something. If you don't have a problem right now, God bless you, but one is days or minutes away. I'm dead serious. If you think I'm kidding, ask around. Make sure you want this. It's not for everyone.
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Safeer Mohiuddin retweeted
Nothing destroys your life more than not being able to deal with uncertainty.
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Safeer Mohiuddin retweeted
So the Fed is probably gonna keep hiking rates Which won't end the war in Iran And probably won't slow down AI hyperscaler spending So consumers get hurt by higher borrowing costs but inflation won't really go lower?
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Safeer Mohiuddin retweeted
This year: Mortgage rates have gone from 6% to 7% 10 year Treasury yields: 4% to 5%. Inflation: 2.4% to 3.4%. Oil prices from less than $60/barrel in Jan to >$100/barrel And the stock market is up double digits but valuations are falling Why? awealthofcommonsense.com/202…
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Safeer Mohiuddin retweeted
The bitter lesson of outbound GTM: improving TOFU is always better than improving conversion. h/t @samdblond on the @uncapped_pod
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Safeer Mohiuddin retweeted
This is the JPM oil report everyone's talking about.
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Safeer Mohiuddin retweeted
Jim Bianco
@biancoresearchSep 16
What did the Fed accomplish by raising rates today? For the first time in over half a century, a completed prolonged rate-cutting cycle produced HIGHER long-term interest rates. The market has been telling the Fed for 2 years that it had the wrong policy. They finally listened today.
Jim Bianco
@biancoresearchSep 15
1/5 I have the opposite conclusion. Fed cutting has been a two-year policy error that (hopefully) ends tomorrow with a hike (91% prob now). This chart shows that since the Fed started cutting rates on Sept. 18, 2024, the 10-year yield is UP 1.30% @AnnaEconomist @fundstrat
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Safeer Mohiuddin retweeted
New: Macklemore will donate entire $1M of earnings from Ed Sheeran's tour to six orgs helping Palestinians — invites Bob Kraft to match him. Wants to center Palestinians being killed + journalists & aid workers who keep going. "Their risk is of a far different order than mine."
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Safeer Mohiuddin retweeted
don’t take it personally.
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Safeer Mohiuddin retweeted
!!!!!!!!!!!!!!!!!
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Safeer Mohiuddin retweeted
One of the greatest viruses of the modern man is looking at Instagram Stories. You will melt your brain looking at a barrage of outcomes—like vacations, parties, cars—with no visibility of the process that got them there.
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Safeer Mohiuddin retweeted
Admire your courage @macklemore!
Wanting all humans to be treated equal should never be controversial.
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Safeer Mohiuddin retweeted
Well said. Agree.
Law enforcers already have authority to charge companies and their CEOs for creating and releasing dangerous, unvetted, or defective products. We shouldn’t let discussions about new legal regimes distract from the fact that there’s no AI exemption from laws already on the books — a point @FTC emphasized repeatedly during my tenure. 1. There is an extensive set of laws that govern dangerous and defective products. For example, releasing unvetted AI models or agents can violate consumer protection laws. Shipping flawed AI tools without implementing adequate measures to detect and stop rogue or defective AI agents can be an “unfair or deceptive” act or practice under the FTC Act (and analogous state laws). And some state AGs are already exploring holding AI firms and their CEOs criminally liable when their models participate in criminal activity. 2. Existing laws also prohibit “unfair methods of competition.” This covers instances where AI firms appropriate the competitively sensitive information of their customers, including through tracking their use of various tools. It can also cover instances where firms pursue dangerous behavior, aware that doing so may compel rivals to do the same. As the Supreme Court has noted: “A method of competition which casts upon one's competitors the burden of the loss of business unless they will descend to a practice which they are under a powerful moral compulsion not to adopt, even though it is not criminal, was thought to involve the kind of unfairness at which the [unfair methods of competition] statute was aimed." 3. The highly concentrated and interconnected structure of these markets could be creating major risks and conflicts of interest. We had started investigating these partnerships and cross-investments across the stack (and released a preliminarily overview of some findings: ftc.gov/news-events/news/pre…). Both federal and state enforcers should be scrutinizing these opaque relationships and inter-dependencies. We are already seeing how these relationships could undermine accountability. For example, OpenAI could face liability given the Hugging Face incident, but Hugging Face being bought up by Nvidia means that we’re unlikely to see it file a lawsuit over this — given Nvidia’s strong incentive to see OpenAI continue full speed ahead. 4. As AI tools dramatically change the landscape of cybersecurity risks and hacks, all businesses should be doubling down on having core security protections in place. Firms that fail to invest in adequate data security measures or fix known vulnerabilities can also be breaking the law. A recent analysis showed that around 1/3 of Fortune 100 companies do not even have a way to notify them about security issues. During my @FTC tenure, we sued firms for poor data security practices and held CEOs liable when they were personally responsible. this.weekinsecurity.com/doze… ftc.gov/news-events/news/pre… 5. As policymakers consider new legal regimes, we should be looking to lessons from prior efforts to govern major sectors, such as banking and other networks, platforms, and utilities. Tools like structural separations, nondiscrimination, and supervision could be key, and there’s a rich history of what works and what doesn’t. But we can and must pursue any new efforts alongside enforcing existing laws.
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The Gaza Genocide Center is building a permanent record of the genocide in Gaza. Join us for the launch on 11/7 in Santa Clara, CA. Featuring Prof. John Mearsheimer, Laila El-Hadded, and firsthand testimony from Gaza. 🎟️ bit.ly/4x27p4f
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Safeer Mohiuddin retweeted
Steve Kerr says Roger Federer taught his Warriors team the secret to sustained success wasn’t outworking everyone, it was building a life around your craft you never want to escape from “I’ll tell you a great story about Roger Federer. We were playing in China with the Warriors in 2017. Roger was in Shanghai for the Masters tournament, so we invited him to come speak to the team.” “Draymond Green asked him, ‘How do you sustain success? How have you managed to win majors 20 years after you first won one?’ Everyone was expecting him to say, ‘I work harder than everybody,’ the will, all the clichés.” “Roger Federer says, ‘I get up every morning and I make breakfast for my kids. Then I take them to school and drop them off. Then I go practice tennis for about two hours, and I’ve figured out a really good routine where I don’t destroy my body, but I can get all the work in I need.” “‘Then I go have lunch with my wife. In the evening, we cook dinner together. The kids are all home from school. We ask them about school. There’s so much joy in the house. We put them to bed, and then I put my head on the pillow and go, “Man, that was just a great day.” And I’ve been doing that for 20 years.’” “And it was like, yes. That’s it. That’s the formula. That’s what leads to sustained success. He loves tennis. He loves his family. He loves life. It’s not outworking everybody and banging your head against the wall, ‘I’m going to be better than everybody.’ It’s allowing your natural talent to shine through with a work ethic, with a great family life, with perspective, with peace, with mindfulness.” “It’s perspective. It’s joy. It’s passion. It’s mindfulness. It’s an awareness that we are truly lucky. To get the most out of ourselves, it’s our daily rituals and experiences and love and joy.”
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