Pankaj Thakur

Action has uncertainty. Inaction has certainty: nothing changes.

The future belongs to people who combine human creativity with AI execution.

She is an actress, born in filmy family yet she is not conscious about her looks or hairstyle, she is dancing happily without any filters or cuts yet people are writing nasty things about her.. Hum kisi ko khush kyun nahin dekh sakte hai ??

"Token-adjusted EBITDA"

TOKENS OR HUMANS? The new corporate trade off as AI costs balloon "This is the first time ever that I can remember that technology costs the same as people" - @jainarvind "Companies say, hey, if we could optimize one thing, is it the number of employees that we have, or is it the AI spend per employee?" -@matanSF Annual AI budgets are being exhausted in weeks. Future headcount is being weighed against compute.

Hot take on what comes next, after the sudden decline of tokenmaxxing: - OpenAI will struggle - with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit - Google will catch up to Anthropic - some Chinese companies might, too - LLMs will become commodities; margins will be very very thin - Most of the companies that invested massively in them will struggle to make back their investments - SpaceX’s AI efforts will flail - Nvidia will eventually decline, once all of the above becomes widely recognized.

Multiple executives tell me they’re looking to decrease their AI expenses just as three major AI IPOs are on the horizon. My latest:

Digital transformation consultants were dangerously close to having a quiet quarter… then AI agents showed up and now it’s full “agentic-first autonomous orchestration” season. Respectfully, I too have sinned 🤣

Everyone else follows trends. @NargisFakhri creates presence. #NargisFakhri #Dubai

🚨BREAKING: NVIDIA WILL NOW PAY YOU OVER $22,000 A YEAR TO HOST A MINI AI DATA CENTER IN YOUR HOME. Here's how it works: A startup called Span (with NVIDIA GPUs + homebuilder Pulte) just launched a program that installs a "node" outside your house, the size of an AC unit. What's inside one box: → 16x NVIDIA RTX PRO 6000 Blackwell GPUs → 4x AMD EPYC server CPUs → 3TB of memory → a 15kWh whole-home backup battery That's $200k+ of hardware sitting next to your air conditioner. You own none of it. The deal for homeowners: → Free install (new builds first) → Span pays your electricity AND internet bills → You pay them one flat fee (~$150/mo) → Net savings can hit thousands a year It runs on the "stranded power" your home never uses. The average 200-amp house wastes ~40% of its capacity. They're turning that into compute. The vision is wild: Span says 8,000 of these nodes = a 100MW data center, but 5x cheaper and 6x faster to deploy. No new power plants. No 4-7 year grid delays. AI demand is breaking the grid. Their fix? Skip the mega data center. Build it across thousands of suburban garages instead. 100-home pilot drops Fall 2026. Full rollout 2027. The AI buildout just moved into your backyard.

AI is making kids dumber. It should be making them geniuses. Introducing Koji, the first AI tutor that gets kids to actually think. 👇

Anthropic closes in on a Trillion dollar valuation topping the AI pecking order. With a New fund raise of $65 billion, takes the lead over OpenAI @CNBCTV18News @CNBCTV18Live #Anthropic @AnthropicAI #OpenAI

🚨 THE AI BUBBLE IS STARTING TO CRACK. In the last 30 days: – Microsoft cut Claude Code licenses – Uber blew through its AI budget in 4 months – Uber's COO questioned AI spending – Fortune 20 companies started slashing token usage – One firm burned $500M on Claude in a month – H200 rental prices collapsed from $7/hr to $4/hr The people actually paying the AI bills are pulling back. Wall Street is still pricing perfection.

We are quadrupling down on @AnthropicAI. This is the largest single investment in @generalcatalyst history. We first invested four rounds ago (March '25 at $61.5b) because of the tech and the soul. It's been a privilege to watch Anthropic grow into one of the world's most important companies.

We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia. This investment will help us advance our research and expand our capacity to meet growing demand for Claude.

At 48.2°C, Sri Ganganagar district in Rajasthan is the hottest place in the world.

Elon Musk: “AI and robots will replace all jobs.” Mustafa Suleyman, Microsoft: Most white-collar work “will be fully automated" in 12-18 months. Dario Amodei, Anthropic: AI is a “general labor substitute for humans.” Congress must act NOW to protect American workers.