Abhay Bhat

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Abhay Bhat

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


https://t.co/eBWBPPyVq6


For all those who are not working at frontier, trend is moving towards ICs combining domain expertise and adopting codex / cc / cursor agents with self built skills and workflows to cut weeks to days and punch above. The bar has gotten higher https://t.co/MKAXZX6Fon


RT @lennysan: Love this from @ElenaVerna https://t.co/WquwoDdlwv


RT @farzyness: https://t.co/kojNACw3IH


RT @ClementDelangue: 300,000 AI builders have already added their hardware to HF to instantly see what model they can run locally. To doโ€ฆ


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