Sheel Mohnot
@pitdesi
Posting stuff I find interesting. Work: @btv_vc, leading pre/seed rounds of fintech cos. Always up for adventure.
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One of our core thesis areas is Embedded Fintech- I wrote a bit about the original thesis, what we've observed and learned investing in the category over the last six years, and what we're excited about going forward. better-tomorrow-ventures.ghost.io/checking-in-on…
I’ve loved using Mercury Personal as my primary bank account I’m never late on capital calls now because it’s so easy :)
The wait(list) is over. A new era of personal banking* starts now. *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
not the onion: Rubio ordered diplomats to stop using Calibri (IMO a superior font), called it a “wasteful diversity move” nytimes.com/2025/12/09/us/…
Congestion pricing in New York has led to an 11% decrease in traffic, 14% decrease in accidents, 45% decrease in noise complaints, and 22% decline in particulate pollution e360.yale.edu/digest/new-yor…
Funny how these things go- Miami is getting a mayor that is fairly far to the left of Daniel Lurie, and she won by 19 points over the Trump-endorsed republican
#BREAKING: Democrats flip Miami mayor’s office, winning control for first time in nearly 30 years trib.al/pSCYYD6
wow - college athletics are turning into for-profit enterprises Otra capital is investing 9-figs into a for-profit entity run by the University of Utah to manage revenue-generating athletic operations Aim is to maximize all revenue streams, from ticketing and concessions to…
In the early 90's, Mazda built a suitcase car. 1 minute to assemble looks fun! designboom.com/technology/red…
Even the supersonic jet company has an AI story A power plant and a jet engine share the same basic components; the major aircraft engine makers also sell power gen products. As our power needs increase with data center usage, Boom can help. Pretty cool 2nd product!
A new product, a new customer, a new financing! Introducing Superpower: a 42MW natural gas turbine optimized for AI datacenters, built on our supersonic technology. Superpower launches with a 1.21GW order from @CrusoeAI Backstory 🧵👇
Assuming average fare of $20 (from SF numbers), the average Waymo does $187k of revenue a year (~25 rides per day) Car cost today is probably. ~$200k but next gen should be <$100k At today’s prices it will be very profitable, though competition should drive prices down.
NEWS: Waymo is now providing over 450,000 paid Robotaxi rides per week, up from 250,000 per week in April 2025. Waymo has 2,500 robotaxis in its fleet: • San Francisco Bay Area: 1,000 • Los Angeles: 700 • Phoenix: 500 • Austin: 200 • Atlanta: 100 Total: 2,500 vehicles
This makes sense to me In general: states regulate people-level impacts, and the federal government regulates system-level risks.
ONE RULEBOOK FOR AI I wanted to share a few thoughts on AI preemption and address some of the concerns. First, this is not an “AI amnesty” or “AI moratorium.” It is an attempt to settle a question of jurisdiction. When an AI model is developed in state A, trained in state B,…
How did they get to be friends?
Had a great time celebrating my friend @TheSlyStallone at the Kennedy Center Honors last night. His life story is an inspiration and he is such a great human.
Another Unicorn seed round. @NaveenGRao, who founded MosaicML (acquired by Databricks for $1.3B) raised a $475M seed round at a $4.5B valuation. What are the other companies that had >$1B valuation at Seed? SSI, Thinking Machines, Erebor
I bought a very cheap water flosser and toothbrush as a replacement while traveling and they are as good as my previous fancy ones Links: Flosser: a.co/d/hfzg8Fs Toothbrush: a.co/d/hhiregw
One of my best purchases in 2025 was a water flosser. When you use this you realize how much gunk is stuck in your gums if you don't floss your teeth.
🙏🏽
Jamie Dimon is likely to run in 2028. And this initiative will be a big part of his pitch if he does.
Trump is 100% correct It is a masterpiece of architecture wrapped around a deeply frustrating piece of infrastructure.
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