Aseem

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Aseem

Aseem

@aseemchandra

Building https://t.co/qvDBh3ga2O to connect AI to your enterprise data | startups, investing and AI bottle-necking

🇺🇸 🇮🇳 Katılım Nisan 2008
798 Takip Edilen2.9K Takipçiler
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Aseem
Aseem@aseemchandra·
Big day! MarcoPolo is now available directly in @ChatGPTapp 🧵 We built a secure execution layer so AI can actually work with your org's data. Debug prod issues across log files. Build dashboards. Ask ad hoc questions of your business data. Here's how it works 👇
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Aseem
Aseem@aseemchandra·
@firstadopter I remember this post! How do you trade a ticket listed in a non-US exchange if no US listed ADR?
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taoki
taoki@justalexoki·
can't believe i spent my whole life becoming Good At Computer only for Computer to become Better At Computer
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Elon Musk has reportedly discussed possibly folding Tesla, $TSLA, and SpaceX together, per CNBC
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Aseem
Aseem@aseemchandra·
@srikosuri Men: I got 99 problems … Erdos: hold my beer 🍺
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Sri Kosuri
Sri Kosuri@srikosuri·
Why did Erdos have so many problems?
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Aseem
Aseem@aseemchandra·
@EricLDaugh @grok why is Marco hanging out in India while there are ongoing negotiations with Iran?
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 AWESOME! Sec. Marco Rubio spotted visiting the Taj Mahal in India with his wife, Jeanette, while overseas Rubio has been dealing abroad for the past several DAYS now, while still being involved in the Iran negotiations process KEEP CRUSHING IT, MARCO 🇺🇸
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Hank
Hank@HankFrank·
My girlfriend and I moved in together exactly one year ago today. I’m 30. She’s about to turn 27. We’ve both lived in Boston since graduating college. We’re both from New England. Long term, we know we want to end up somewhere in New England because being close to our families is really important to both of us. But we keep talking about this. If there was ever a time to live somewhere else for a year or two, it’s probably now. No kids. No house. No real reason we have to be here forever yet. We’re both very active. Running, cycling, hiking, beach, being outside, all of that. So if two New England people wanted to try somewhere else in the US for a year or two before coming back to New England, where would you tell them to go?
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Spencer Pratt
Spencer Pratt@spencerpratt·
Everyone is trying to claim me for their tribe. There’s no R next to my name, there’s no D next to my name. I’m not part of a political party, because I hate politicians. I’m just Spencer, husband to Heidi, father to Ryker and Gunner, and I’m a pissed off Angeleno who loves my city and is fed up with what corrupt politicians have done to her.
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Dane
Dane@UltraDane·
OMG 😆
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Arjun Narayan
Arjun Narayan@narayanarjun·
SpaceX drops the hypiest IPO filing and says "we believe we have identified the largest TAM in human history", and you're like, my interplanetary east India company, what delectable spice have you decided to ship across the stars, and it's like... 22 trillion dollars of b2b saas
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Sam Badawi
Sam Badawi@Sam_Badawi·
Here is the full portfolio as of Q1 for Leopold Aschenbrenner, manager of Situational Awareness. The fund manages approximately $13.7B in assets. Don’t get confused by the put positions. Those figures represent notional hedge exposure, not the actual premium invested. Given the fund’s concentration in high-beta AI infrastructure and power names, these are best viewed as portfolio hedges rather than outright bearish bets. $SMH Put Hedge - 14.6% $NVDA Put Hedge - 11.7% $ORCL Put Hedge - 8.0% $AVGO Put Hedge - 7.3% $AMD Put Hedge - 7.3% $BE - 6.6% $NBIS - 5.1% $MU Put Hedge - 4.4% $CRWV - 4.4% $TSM Put Hedge - 3.6% Other Holdings (27.0%) $CORZ $IREN $TE
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Sam Badawi@Sam_Badawi

Leopold Aschenbrenner, manager of Situation Awareness with roughly $10B AUM, said AI training clusters could scale from roughly 25k $NVDA H100s during the GPT-4 era to potentially “100M H100 equivalents” by 2030, requiring over 20% of total U.S. electricity production. More importantly, that trajectory continues reinforcing the long-term infrastructure demand tied to GPUs and ASICs from $MRVL and $VVGO alongside the broader power, datacenter $CRWV $IREN, and hyperscaler buildout happening across companies like $AMZN and $GOOGL as AI systems continue scaling globally.

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Aseem
Aseem@aseemchandra·
@dianalokada ‘Make’ her move to SF? rocket science is easier
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diana
diana@dianalokada·
dating advice for SF to meet beautiful women: beautiful women live in NYC. come to NYC. acquire the woman. make her move to SF. not a rocket science
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Ibrahim Ajami
Ibrahim Ajami@IbrahimAjami·
Seems unfair to make Space and Starlink to look so small given how beautiful that business is
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Aseem
Aseem@aseemchandra·
@damnang2 @grok who does spacex buy laser and optical equipment for starlink? how will that volume grow over next 5 years?
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Sina
Sina@SinaHartung·
Andrej Karpathy is the Sydney Sweeney of AI
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Pedro Domingos
Pedro Domingos@pmddomingos·
Nvidia: CUDA Intel: SHUDA Huawei: WUDA
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Aseem
Aseem@aseemchandra·
@ResisttheMS A future that requires humans to strive for abundance. The joy is in the striving.
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Resist the Mainstream
Resist the Mainstream@ResisttheMS·
Elon Musk: "Let's say you're praying to God and you ask for a given future. What future do you want God to give you? Probably, a future where there's amazing abundance for all."x.com/ElonClipsX/sta… "I think we want a future with love. That seems like a no-brainer. Peace is an interesting one because, you know, sometimes the price for complete peace may be too high because the complete peace may require too much suppression of the people."
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Aseem
Aseem@aseemchandra·
@nypost Why is this news?
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New York Post
New York Post@nypost·
Nick Lachey claims ex Jessica Simpson flew in first class while her 3 kids sat in economy during 6-hour flight trib.al/KcV5hzC
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