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
Category: Twitter Page 2 of 85
Nails the FDE craze the industry is going through now https://t.co/qKHl7YoqNh
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 16, 2026
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
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 12, 2026
@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
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 12, 2026
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 exactly…
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 7, 2026
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
— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 29, 2026
Why memory is going to be a key driver in the inference stack https://t.co/e5XESZc4p6
— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 27, 2026