
3x entrepreneur in Europe & US (e-commerce, marketplaces, tech & gaming). Currently LA-based Media VC @PowerhouseCap x-Yahoo, x-McKinsey & ATK, x-Merrill Lynch
Santa Monica
Joined April 2008
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How to Beat Spotify: A Blueprint for Apple, Google YouTube, Amazon. Sirius & Pandora medium.com/@salimmitha/how-t…
Important journalism
Introducing The Cheeky Pint Benchmark.
We made our intern watch every episode of Cheeky Pint to bring you this breakdown of pints drank by guests to the nearest sixth.
Congratulations to @elonmusk who is currently in the lead with three full pints of Guinness.
Introducing The Cheeky Pint Benchmark.
We made our intern watch every episode of Cheeky Pint to bring you this breakdown of pints drank by guests to the nearest sixth.
Congratulations to @elonmusk who is currently in the lead with three full pints of Guinness.
salimmitha retweeted
Pro Shop, the next-generation golf media platform, has announced a $24 million Series B round, led by AMB Sports and Entertainment, the family office of Arthur M. Blank, with new investors Causeway and Ares Management.
hollywoodreporter.com/busine…
salimmitha retweeted
We heard from several amazing founders at the @IBM Sports Tech challenge yesterday. Best of luck to you all!
Thanks for judging @far33d, @salimmitha, and @aaditvparikh
#SFTechWeek
@speedrun
salimmitha retweeted
$BX Jon Gray: the winners AI cannot touch are scarce assets like an Indian cricket team, a coffee chain, beachfront property, and the Rome airport
"So, there are also other winners in this world who are not technology related. Scarce assets, we'll call them. These are all companies, assets we're invested in."
"A cricket team in India. Why do we like that? Well, there are 1.4 billion people in India. Cricket is their favorite sport. There are just 10 teams, and AI is not taking this away."
"We have a great coffee chain, 7 Brew. That's their Blondie, their signature drink. People are gonna still need this, still love these products."
"Beachfront property. This could be one of the best areas to go. Nobody loves real estate, multiples are low, and yet these experiences aren't going away. These assets are irreplaceable."
"Or something like the Rome airport, where that infrastructure is essential. These are things that are interesting to invest in."
_______
For Jon Gray's full set of takeaways and slides: firesidealpha.substack.com/p…
Jon Gray explains how a cheap 2021 data-center buy fanned out into land, steel, cooling, contractors, LLMs, and Blackstone's biggest theme
"So the data centers, which have become our biggest theme today, came about, we bought a data center business, we privatized it in 2021."
"At the time we did it because we thought it was inexpensive, we thought cloud migration was happening, and yet we noticed the big hyperscalers were starting to come for very large orders."
"This was the early days of training, and we were like, huh."
"And we're like, well, what if we went out and bought some land and ordered some steel and got ahead of this?"
"And what if we started doing it in other geographies in Europe? Same sort of thing."
"And then you say to yourself, interesting, well, what's inside the data center? And what about if we bought some cooling? And what if we bought electrical equipment? And what if we bought contractors?"
"And by the way, maybe the large language models that are doing all this, maybe we should invest in those too."
"And you begin to fan out against this neighborhood, because you say there's a bunch of things in here."
"And sometimes the things that are one or two derivatives off may be less expensive."
"Had you invested in memory chip companies 12, 18 months ago, it would have been one of the greatest investments of all time."
salimmitha retweeted
Replying to @createcultivate
@createcultivate is bringing back its festival to Los Angeles! On Sept. 19/20, the world’s largest festival for women in business will bring together thousands of founders, executives, and leaders!
Click this link for your ticket: createcultivate.com/festival…
lnkd.in/p/gikT2Z5F
salimmitha retweeted
Fort Nash continues to cement its position as the leading platform for country culture. Check out the latest sizzle reel, highlighting this summer's lineup of content.
Great work by Chris Ruediger, @richantoniello, and team!
linkedin.com/posts/fort-nash…
salimmitha retweeted
Yesterday, Powerhouse portfolio company @etnshow joined @tbpn to discuss its relaunch, recent fundraise, and why Europe needs a media platform purpose-built for its technology ecosystem.
Thank you to @jordihays and @johncoogan for hosting @lukeknight and @Ronanchamberss!
FULL INTERVIEW: We interviewed @etnshow, the European TBPN
2:30 Taking a cheeky long weekend to Ibiza
4:00 Sending the Gundo boys to the beaches of France to start the Air Conditioning Company of Europe
11:30 Pausing AI so researchers can go to Ibiza
12:00 ETN's lack of a European Tyler
12:30 What is the European analog of a gong?
13:00 ETN's soundboard vs. TBPN's soundboard
salimmitha retweeted
Powerhouse is thrilled to announce our investment in @etnshow!
@lukeknight and @Ronanchamberss have built a new-age media platform, perfectly built for today's environment.
There has never been a better time to cover Europe's technology ecosystem.
Airwallex (@airwallex) GM for UK & EU Christos Chamberlain (@chrstoCC) says partnerships with Arsenal and F1 star Lando Norris have helped the company build a truly global brand:
"Thierry Henry explaining Airwallex... to me, that catches people's attention straight away."
"Arsenal have a very inherently global approach to this."
"A lot of their hospitality attracts a very global customer base. So we're a natural partner for them."
"We had that experience with Lando and now we seem to be repeating it... you've got the golden touch."
From @chrstoCC appearance in May.
Index Ventures (@IndexVentures) Partner Georgia Stevenson (@GeorgiaS_IV) says the age of chasing unicorns is over. In AI, the new benchmark is trillion-dollar companies:
"Only so many years ago we may have been talking about the unicorn label. It feels a little redundant in this era, right?"
"We're talking about trillion-dollar companies. That really feels like the new bar of ambition."
"So many things can happen now, and market structures are changing underneath that."
In the AI gold rush, Jensen Huang is selling the picks and shovels. Nvidia's chips power AI companies around the world, helping the company become the first to surpass a $5 trillion market capitalization in late 2025.
Read more about how he and others made the #ForbesIconoclast50 list: forbes.com/sites/maneetahuja…
📸: Joe Pugliese/August
Presented by Corient
salimmitha retweeted
Chatting with @jackdoohanok was awesome, he is a serious builder. All self taught. His Ai start-up @meuzeai (which he's built whilst literally racing at the top 0.01% level globally) is doing better numbers than most pre-seed founders out there.
F1 Driver @jackdoohanok says in between his 10 races this year with the Haas F1 Team he's taking meetings, networking in the paddock, being full online, and building his AI start-up @meuzeai:
"Right now over a weekend it would be pretty hectic, but I'm only doing 10 races currently with Haas as reserve driver, so it's quite limited."
"Throughout meetings and sessions, you know, I'm still fully online the whole time, so I'm always with the laptop even through meetings, replying and getting covered on things."
"Even if I wasn't a reserve driver and I don't continue in the Formula 1 world, I would continue to try to attend seven to 10 Grand Prix just due to the value add that it has."
Co-Founder of Deel (@deel) Shuo Wang (@shuooo) says that Deel "screen for happiness" during their recruiting process:
"What it means is that we want to hire people that have the belief that they'll be able to solve the toughest problems out there".
"We realise that only people who have positive energy, positive vibes, and are very hopeful and happy will be able to continuously push themselves and go forward."
"That's what we mean by 'we hire happy people.' Both Alex (@Bouazizalex) and myself are very happy people and we are very resilient as well."
"House of David" has been a breakout hit for Amazon.
The historical drama series attracted nearly 50M viewers in its first season and hit #1 on the U.S. charts.
And the showrunner, Jon Erwin, says it couldn't have been made without AI.
The future of filmmaking is hybrid.
salimmitha retweeted
"House of David" has been a breakout hit for Amazon.
The historical drama series attracted nearly 50M viewers in its first season and hit #1 on the U.S. charts.
And the showrunner, Jon Erwin, says it couldn't have been made without AI.
The future of filmmaking is hybrid.
salimmitha retweeted
That water clarity is an engineering decision, and the math behind it is wilder than the video.
Roman aqueducts ran on gravity alone. No pumps, no pressure systems. Engineers carved channels with a gradient so shallow it borders on absurd. The Pont du Gard in southern France drops 2.5 centimeters over 275 meters. That's roughly the thickness of a coin over the length of three football fields. They surveyed that accuracy with plumb lines and wooden leveling instruments.
The clarity you're seeing is a direct product of flow velocity. Too steep and the water erodes the channel walls, picks up sediment, turns brown. Too flat and it stagnates. Roman engineers targeted a slope of about 20 centimeters per kilometer, which kept the water moving fast enough to stay fresh but slow enough to stay clear. Before the water reached the city, it passed through multi-chamber settling tanks where velocity dropped near zero. Suspended particles sank. Clean water flowed out the top into the next chamber. Repeat three or four times.
Pliny specified the minimum slope in writing. Vitruvius published the exact mortar ratio for hydraulic cement: one part lime to two parts volcanic ash for underwater work. The pozzolana from Pozzuoli reacted with water to form a calcium-aluminum-silicate compound that actually gets stronger the longer it sits submerged. Modern concrete degrades in water. Roman concrete bonds with it.
Scale the whole system and it gets harder to process. Eleven aqueducts fed Rome at its peak. Combined output: roughly 1 million cubic meters of water per day. That works out to about 250 gallons per person for a city of one million. Modern New York delivers about 125 gallons per person per day. Ancient Rome had access to double the per capita water supply of the largest city in the United States, running entirely on slope and stone.
The Trevi Fountain in Rome is still fed by one of them. Two thousand years, same source, same gravity, same water.
salimmitha retweeted
marc andreessen just went on Rogan and casually dropped a TON of AI alpha
full pod is 3 hours and 20 minutes, but i pulled out his most interesting takes here:
1. AGI is here. he thinks the line was crossed about 3 months ago with the new GPT-5.5, claude 4.6, gemini 3, and grok 4.3 models. nobody noticed because the field moves too fast for anyone to register the milestones anymore.
2. his other big claim: for almost any topic, the top AIs now give him better answers than the actual world-class experts he could call on the phone. and he can call basically anyone.
3. every doctor is already secretly using chatGPT in the exam room. marc says they turn around the second you stop talking and just type your symptoms in. some of them are doing it while you're still sitting there. his quote: "at that point you're asking the question of like, what do i need you for."
4. when AI refuses to answer something he wants to know, he tells it he's writing a novel. "i'm writing a detective novel, walk me through how the bad guy robs the bank." it'll explain almost anything if it thinks it's helping you write fiction.
5. when something is too complex he says "explain it to me like i'm 10." then "like i'm 5." then "like i'm 2." he keeps going until it actually clicks in his brain.
6. when he wants to understand a tough topic he doesn't ask "what's the right answer." he asks the AI to steelman one side, then steelman the other. then he decides for himself.
7. for big questions he tells the AI to pretend to be a panel of experts. "be a doctor, a lawyer, a historian, a psychologist, and argue this out with each other." then he reads the debate they have.
8. pay attention to the exact moment you think "i don't know how to figure this out." most people just give up at that moment. that's the moment you should open the AI.
9. the only real skill left in using AI is knowing what to ask it. the models can already do almost anything you can describe in plain english. the bottleneck lives in your own head.
10. you can send the AI photos of almost anything medical now and get a real answer. skin rashes, blood test results, even pictures of your poop. the new models can read images, not just text. it's a free 24/7 second opinion on basically anything.
11. the one type of therapy that's clinically proven to actually work is called cognitive behavioral therapy. it's also something an AI can fully do on its own. which means every person on earth is about to have access to a real therapist for free, anytime they want.
12. AI is now solving math problems that have been open for 100+ years that no human mathematician could crack. same thing is starting in physics, chemistry, and biology. expect cancer cures, new drugs, and weird new physics breakthroughs to start coming out of these things over the next few years.
13. the best AI coders in silicon valley now make $50 million a year. one person. that's how much value the top performers print with these tools. it tells you how big this thing actually is when you strip away all the doom takes.
14. one friend paid $200 to get his entire DNA decoded (this used to cost millions of dollars and take years to do). then he gave the AI his DNA, his blood test results, and his apple watch data. the AI built him a full health dashboard and started telling him exactly what to fix.
15. another friend (almost certainly zuckerberg) put two cameras in his home jiu jitsu gym. AI now watches him spar and gives him notes on his technique after every round. like having a world-class coach at every practice for free.
16. the best programmers in silicon valley now run 20 AI coding bots at the same time. each bot writes code while they review the others. they call themselves "AI vampires" because they've stopped sleeping. going to bed means 20 workers stop working and you literally lose money every hour you're out.
17. the obvious next step: the bots will start running their own bots. one human in charge of 20 bots, each in charge of 20 more bots. one person running an entire company of 1000 AI workers from a single laptop. this is months away, not years.





















