Abhay Bhat

Life | Technology | Investing

Abhay Bhat

Unsecured leveraged lending does not exist for retail. Most are either securities-backed or mortgage-backed, but 7x to 10x leverage is unheard of. On top, there is debt service ratios levied by banks. @deepakshenoy views? https://t.co/pzUcMAujuF


@Ankit_Quant Most so-called Fin-Influencers are doing these clickbait posts saying 20% IRR return on revised FCNR deposit rates across 3-5 Yrs. Pure BS for 80-90% of NRI’s. No FI provides that kind of leverage to retail folks. Shows how shallow the influencers are


RT @paulg: If big companies can’t make a net return on their LLM token costs, that doesn’t mean it’s impossible to. In fact this is exactlyโ€ฆ


๐Ÿšด๐ŸŽง https://t.co/fZz6ZbQyrZ


https://t.co/3vGM37TASI


A peep into what makes ASML so special https://t.co/AExrikZJae


Anthropic has Interesting choice of deal structuring between equity and private credit just before IPO, prudent and measured unlike it’s competitor https://t.co/rvbhYgnylK


Why memory is going to be a key driver in the inference stack https://t.co/e5XESZc4p6


The Memory Wall: How AI Accelerators Are Solving the SRAM vs HBM Tradeoff โ€” and Why KV Cache Innovation Is the Next Revolution

Everyone’s obsessing over FLOPs. Benchmarks, leaderboards, token throughput. But here’s the dirty secret nobody in AI infrastructure wants to admit: the memory wall is the real bottleneck, and we’ve been pretending it doesn’t exist. While GPU suppliers print money selling GPUs with ever-fatter HBM stacks, a quiet revolution is happening in how we think about memory hierarchyโ€”and it’s about to reshape the entire inference stack.

Jensen nails it with task vs purpose, Tasks are what you do (code, draft, analyze, schedule). Purpose is why it matters – judgment, creativity, relationships, and discovering new problems. Master the โ€œwhy.โ€ Use AI to crush the โ€œhow.โ€ https://t.co/VufjNRcEgR


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