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VOICE ARCHIVE

Dhruv Vasishtha

@dvasishtha
9 posts
2026-02-24
Excellent pre-mortem that articulates exactly why there is so much anti-AI and anti-data center sentiment. And we as a tech industry need to chart the abundance counter factual. [image]
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

Excellent pre-mortem that articulates exactly why there is so much anti-AI and anti-data center sentiment. And we as a tech industry need to chart the abundance counter factual. [image]
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

2026-02-23
Excellent pre-mortem that articulates exactly why there is so much anti-AI and anti-data center sentiment. And we as a tech industry need to chart the abundance counter factual. [image]
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

2026-01-23
When I tutored high potential but lower income kids for Minds Matter / Let's Get Ready, one of the biggest blockers for SAT prep was practice tests. Barrons, Princeton Review, College Board books would only have 4-10 practice tests and kids couldn't afford buying more than one
2026-01-23 View on X
TechCrunch

Google launches free SAT practice exams in the Gemini app, providing students with performance analysis and detailed explanations for incorrect answers

Prepping for the SAT is nobody's idea of fun, but Google aims to make it less stressful with AI.  The company announced that it's …

2026-01-22
When I tutored high potential but lower income kids for Minds Matter / Let's Get Ready, one of the biggest blockers for SAT prep was practice tests. Barrons, Princeton Review, College Board books would only have 4-10 practice tests and kids couldn't afford buying more than one
2026-01-22 View on X
TechCrunch

Google launches free SAT practice exams in the Gemini app, providing students with performance analysis and detailed explanations for incorrect answers

Prepping for the SAT is nobody's idea of fun, but Google aims to make it less stressful with AI.  The company announced that it's …

2025-03-11
The Hinge Health S-1 dropped and the business looks pretty promising: - Revenue grew to $390.4 million in 2024, a 33.4% increase from $292.7 million in 2023 - Mainly the net loss significantly decreased to $11.9 million in 2024 from $108.1 million in 2023
2025-03-11 View on X
Bloomberg

Virtual physical therapy service Hinge Health files for a US IPO, and reports revenue of $390M in 2024, up from $293M in 2023, and a net loss of $11.9M

The following tables set forth our summary consolidated financial data. Ashley Capoot / CNBC : Digital physical therapy provider Hinge Health files for IPO Naomi Li Gan / Tech in A...

The knock on Hinge is that it's in an extremely competitive space and hasn't really expanded beyond selling to the employer segment. At the same time payers and VBC providers are launching their own MSK plays. They're already in 1000 employers, how much more does rev scale?
2025-03-11 View on X
Bloomberg

Virtual physical therapy service Hinge Health files for a US IPO, and reports revenue of $390M in 2024, up from $293M in 2023, and a net loss of $11.9M

The following tables set forth our summary consolidated financial data. Ashley Capoot / CNBC : Digital physical therapy provider Hinge Health files for IPO Naomi Li Gan / Tech in A...

2025-03-08
- if the IPO goes well it likely increases the likelihood Omada and other cos IPO and vice-versa - provides a big win to investors that allows them to raise the next fund —> in general = more liquidity for the ecosystem - a new # of angels and founders coming from hinge
2025-03-08 View on X
Bloomberg

Sources: virtual physical therapy service Hinge Health aims to file for a US IPO as soon as next week and could go public in April; it had $390M in 2024 revenue

> in general = more liquidity for the ecosystem - a new # of angels and founders coming from hinge Rex Salisbury / @rexsalisbury : companies that missed the 2021 IPO window don't w...

Hinge is IPOing next week. This is really huge since: - it's the first VC backed digital health IPO since tempus AI / Waystar in June 2024 (+ big lull before those two) - it'll set the valuation multiples for late stage cos which consequently impacts growth stage multiples
2025-03-08 View on X
Bloomberg

Sources: virtual physical therapy service Hinge Health aims to file for a US IPO as soon as next week and could go public in April; it had $390M in 2024 revenue

> in general = more liquidity for the ecosystem - a new # of angels and founders coming from hinge Rex Salisbury / @rexsalisbury : companies that missed the 2021 IPO window don't w...