Abhay Bhat

If you have ever led large teams you will immediate know what this means and how ineffective 1:1s are in needle moving teams. Do it only if required, never pollute your calendar with weekly 1:1s https://t.co/wL0kitZhaT

On July 6, 2026

If you have ever led large teams you will immediate know what this means and how ineffective 1:1s are in needle moving teams. Do it only if required, never pollute your calendar with weekly 1:1s https://t.co/wL0kitZhaT

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jul 6, 2026

@mignano Agree on value being created at the routing layer as this has been a biggest gap I see for enterprises and forward deployed engineers who are setting the rails in enterprises. My take https://t.co/OmwlHJx7VR

By Abhay

On July 6, 2026

In Twitter

@mignano Agree on value being created at the routing layer as this has been a biggest gap I see for enterprises and forward deployed engineers who are setting the rails in enterprises. My take https://t.co/OmwlHJx7VR

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jul 6, 2026

RT @philhchen: https://t.co/oMoEAYkqGl

By Abhay

On July 4, 2026

In Twitter

RT @philhchen: https://t.co/oMoEAYkqGl

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jul 4, 2026

The Router Is the Product: MoE at application Infra layer

By Abhay

On July 3, 2026

In AI Infrastructure, Blogs, Technology

Every time you send a prompt to an AI app, something behind the scenes has to decide which model inference server actually answers it. Most people never think about this. But that decision — the “router” — is quietly turning into one of the most important pieces of the AI stack. This is a walkthrough of what routers actually do today, what’s still shallow about them, and where the smart money says they’re headed next.

🚴🎧 over 2x rides. Getting rack scale system built in this short of time is no joke. Beats all the BS peddled where silicon is only for grey haired. https://t.co/Jv8KOWeyrx

By Abhay

On July 2, 2026

In Twitter

🚴🎧 over 2x rides. Getting rack scale system built in this short of time is no joke. Beats all the BS peddled where silicon is only for grey haired. https://t.co/Jv8KOWeyrx

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jul 2, 2026

TPU Deep dive https://t.co/lKvhLNDZ4A

By Abhay

On June 30, 2026

In Twitter

TPU Deep dive

https://t.co/lKvhLNDZ4A

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 29, 2026

#3 Token prices are heading to ~1/10th of today’s. Compute scarcity props prices up while consumers (unprofitable) eat half the supply. As efficiency catches up: prices collapse, usage explodes – Jevons paradox. The durable moat becomes memory + context aka The Harness, not the

By Abhay

On June 26, 2026

In Twitter

#3 Token prices are heading to ~1/10th of today’s.
Compute scarcity props prices up while consumers (unprofitable) eat half the supply.
As efficiency catches up: prices collapse, usage explodes – Jevons paradox. The durable moat becomes memory + context aka The Harness, not the

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 26, 2026

#2 Consumers tolerate false positives. Enterprises tolerate zero. That one gap explains the whole market. Frontier models chase consumer breadth (brand + post-training data). Real agentic enterprise value needs depth, context, memory — that’s where the moat forms.

By Abhay

On June 26, 2026

In Twitter

#2 Consumers tolerate false positives. Enterprises tolerate zero.
That one gap explains the whole market.
Frontier models chase consumer breadth (brand + post-training data). Real agentic enterprise value needs depth, context, memory — that’s where the moat forms.

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 26, 2026

https://t.co/qMSxphnGU9 The breadth of topics and how masterfully Nikesh navigates is just fabulous. #1 Physical AI is a depth problem, not breadth. No consumer use case = no crowdsourced training data. The model that flies planes ≠ drives cars ≠ runs factories. Waymo proves

By Abhay

On June 26, 2026

In Twitter

https://t.co/qMSxphnGU9 The breadth of topics and how masterfully Nikesh navigates is just fabulous.

#1 Physical AI is a depth problem, not breadth.
No consumer use case = no crowdsourced training data. The model that flies planes ≠ drives cars ≠ runs factories.
Waymo proves

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 26, 2026