Rashul Rajbhandari retweetledi
Rashul Rajbhandari
2.4K posts

Rashul Rajbhandari
@Rashul_Cfc
I like to build things for the Internet.
Katılım Şubat 2014
549 Takip Edilen156 Takipçiler
Rashul Rajbhandari retweetledi

fantastic & highly recommend!
While reading, I paused multiple times to digest and think about the section I just read.
I personally moved away from yearly resolution to quarterly resolution. And, I re-read to it myself every week just to take it all in again. Game-changer.
DAN KOE@thedankoe
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Rashul Rajbhandari retweetledi

@claudeai while @claudeai keeps thinking on a simple prompt, i have had a full on conversation with @GeminiApp about the same topic. And I pay for @claudeai
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“Is there an AI bubble?” Gavin Baker and David George
In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy.
They discuss how this cycle compares to the dot-com era, why “there are no dark GPUs,” and what makes today’s infrastructure spending different from past bubbles. Gavin explains why he believes we’re still early in the AI supercycle, the changing margins in SaaS and software, and how business models and consumer interfaces are being rewritten in real time.
00:00 Intro
01:02 Are we in an AI Bubble?
02:41 Dark fiber vs. “no dark GPUs”
05:07 ROI on AI: Why this time is different
08:36 Round-tripping deals
12:22 The application layer: It’s still early
15:24 Margins, scaling laws
23:26 Reasoning models and the flywheel
27:18 The future of business models
29:41 Robotics and Elon’s Optimus vision
@GavinSBaker @DavidGeorge83
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what a joy it was to have this guy in my team and watch him every week. Much deserved @ChelseaFC
Premier League@premierleague
“You want me to cry?” We asked some familiar faces to welcome Eden Hazard to the Premier League Hall of Fame…
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Rashul Rajbhandari retweetledi

👷Surviving the AI Capex Boom👷
Big Tech's AI buildout is transforming markets but history suggests caution. What should investors do?
🤖 AI Investment Boom
🚂 Echoes of Past Booms
📉 Rising Capex Firms Underperform
🏭 Magnificent 7: The New Utility?
🔎 Finding AI Early Adopters
🌊 Value Investing: Navigating Hype Cycles

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Rashul Rajbhandari retweetledi
Rashul Rajbhandari retweetledi
Rashul Rajbhandari retweetledi


@martypartymusic @AskPerplexity summarize what is in the screenshot
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Rashul Rajbhandari retweetledi

i won the @RobinhoodApp $1M trivia contest after building with @perplexity_ai + @_opencv_
turn your volume down near the end
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@Ashcryptoreal @AskPerplexity why is ada and xrp hyped up so much?
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@utsavdhkl @AskPerplexity did arsenal win the premier league this year? Why was @utsavdhkl so excited
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