Abhay Bhat

Life | Technology | Investing

Abhay Bhat

If there is one thing you have to listen/read this weekend, then let it be this one https://t.co/OHgk3dpCj2 🎧🚴#GTC


RT @balajis: I’m going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and ma…


Interesting analysis by ent market cap (Wells Fargo / Feb 2026): 🔴 Oracle: 11GW / $0.46T = 23.9 GW per $T ⬛ Meta: 21GW / $1.79T = 11.7 GW per $T 🟧 Amazon: 29GW / $2.60T = 11.2 GW per $T 🟦 Alphabet: 35GW / $3.83T = 9.1 GW per $T 🟩 Microsoft: 27GW / $3.53T = 7.6 GW per $T


An excellent surface-scratcher on datacenter networking stack. Devil is always in the details #iykyk https://t.co/tjBehNsfuM


The Infrastructure Layer Nobody Saw Coming: Agent Harnesses Are Eating Software https://t.co/Y0MzDj5zgX


The Infrastructure Layer Nobody Saw Coming: Agent Harnesses Are Eating Software

The smartest bet in AI right now isn’t the model. It’s the plumbing around it.

We spent 2025 arguing about which LLM was better. GPT-5 vs Claude vs Gemini. Benchmarks, leaderboards, Reddit fights. Underneath all that noise, engineers quietly stopped asking “which model?” and started asking “how do I run 20 of them without losing my mind?” That question is now an infrastructure category. Agent harnesses. And nobody has clean answers yet.

@Suhail Pinning hopes on Groq and Cerebras


Sun ☀️ , my openclaw agent migrated itself from my MacBook to mac mini (which also is my workhorse nas) I had to ask it re read all my model api keys from obsidian. Took an hour. ☀️ has a new 🏡 – I am not ready for how Sun surprices me everyday


Energy is the foundation layer in this cake https://t.co/qdjDYqkxgW


🏃‍♂️‍➡️🎧😇 https://t.co/CEnFeubBO8


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