Tweet by akothari

July 21, 2026

There’s an insane amount of alpha in: - People in SF leaving SF to see how people and companies around the world are using AI (hint: most are still using it primarily as search) - People outside SF spending even two weeks in SF to see how people and companies are operating here (hint: many are already living in the future) This may be obvious to some, but the gap right now is staggering. The global diffusion of AI is a massive opportunity.

Author
akothari
Date
July 21, 2026