Reyansh

4.9K posts

Reyansh

Reyansh

@Reyanshin

Research Analyst in Data Science, Geopolitics & Global Markets

Katılım Şubat 2019
846 Takip Edilen131 Takipçiler
Reyansh
Reyansh@Reyanshin·
@AlaliQasem 1 - Add few million barrels from Venezuela 2- US 172m (still to continue) reserves & plans to restock it from Venezuela in future 3- Iran sanctions going off is few millions extra in the market Venezuela & Iran oil unlocking is most gistoric event in Oil markets
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Qasem Al-Ali
Qasem Al-Ali@AlaliQasem·
Oil just dropped 11% because the Strait of Hormuz is “open.” Let me show you why the market is making one of the biggest mistakes of 2026
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Reyansh
Reyansh@Reyanshin·
@ImtiazMadmood If US can eliminate top leaders & generals in Iran multiple times, it means lot of top guys are compromised. This means US know what is where & what is Iran planning.
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Imtiaz Mahmood
Imtiaz Mahmood@ImtiazMadmood·
The U.S. is acting like they’ve got the exact GPS pin on Iran’s entire uranium stockpile. We're talking about 441 kg of highly enriched uranium plus another 8,000 kg of lower-enriched material. Trump and Pete Hegseth basically said this week: We know exactly where it is, it’s buried in those Isfahan tunnels… and if you don’t help us dig it out, we might just send special forces in to grab it ourselves. But here’s the uncomfortable truth, the IAEA is quietly admitting: they haven’t physically seen or verified any of that material in 9 months. Since the June 2025 strikes, zero access. Iran warned the IAEA a year ago that they’d scatter the stuff to secret locations if attacked, and that’s exactly what looks like happened. Diplomats in Vienna are saying the IAEA now believes at best half is still in Esfahan. The rest? Could be anywhere, other known sites, or brand-new hidden ones we don’t even have on the map. That’s the deep part that should worry everyone: the world’s top nuclear watchdog has basically gone blind on one of the most dangerous stockpiles on Earth. No eyes on it. No fresh seals. No daily checks like they used to do. So when Trump talks about “working with Iran to retrieve it,” and Hegseth floats boots-on-the-ground options, they’re not just flexing, they’re admitting the old inspection game is dead. Even worse, the material is now a moving target. This is why the current ceasefire talks feel so high-stakes. If even half that HEU is missing or hidden, the clock on a potential Iranian breakout is ticking in the dark. And nobody outside Tehran really knows where the lights went out. Source: Bloomberg TV YT - @MarioNawfal
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Reyansh
Reyansh@Reyanshin·
@MarioNawfal Its not as difficult to remove mines. Its US fault that bombed all mines related naval infra and now expect a good job. Iran still Mined it and will also renove them.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇮🇷 Iran's biggest problem at the negotiating table might be one it created itself... The NYT reports Iran can't fully reopen Hormuz because it literally cannot find all the mines it planted. The IRGC used small boats to mine the Strait haphazardly in the early days of the war. Some mines were placed without recording exact locations. Others have drifted from where they were originally set. Araghchi's reference to "technical limitations" when announcing the Strait would reopen was diplomatic language for "we mined our own waterway and can't undo it." Neither Iran nor the U.S. has robust mine-clearing capability. The U.S. relies on a handful of littoral combat ships for the job. Iran doesn't have the equipment at all. Removing sea mines is exponentially harder than laying them, the same asymmetry that defined the entire war applied in reverse. Trump demanded "COMPLETE, IMMEDIATE, and SAFE OPENING." Iran can offer partial, gradual, and uncertain. Source: NYT
Mario Nawfal@MarioNawfal

🚨🇮🇷🇵🇰 Footage shows Iran's high-ranking delegation in Islamabad. After days of denials and threats to boycott, they're here. Ghalibaf, Araghchi, and the future of the Middle East just walked through the door.

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Reyansh
Reyansh@Reyanshin·
@The_Tradesman1 @aravind War & Regime are two different things. Americans do not believe in colonial rule, So they want to achieve the immediate goals thru war & then leave , thats not defeat. Its like saying British lost war with India because they had to leave after 200yrs.
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Aravind
Aravind@aravind·
My bold prediction went VERY WRONG. Israeli defense forces say they have killed Larijani. If true, Iran's leadership is getting depleted just as its missiles and military. If this war prolongs, it may go extinct like Iran's nuke program. Iran needs to end the war or the regime won't survive. Please share this post showing how wrong I was in my prediction. Tell your followers that this guy claimed Larijani won't be killed, but he has really been KILLED by Israel.
Aravind tweet media
Aravind@aravind

I want to make a bold prediction that may go very wrong. But my hunch says Ali Larijani ji is US asset. He will prolong/run the war until needed then sit for talks with the US. He may even be Iran's next US approved leader. He's not going to be taken out by US/Israel. Let's see.

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Reyansh
Reyansh@Reyanshin·
@xoaanya AI serve you based on your prompt & its own limitations. Hence people who are themselves more intelligent, good at prompting, planning & understand how AI work will continue to excel against other users.
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Aanya
Aanya@xoaanya·
If everyone has Al What becomes the real competitive advantage for engineers?
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Reyansh
Reyansh@Reyanshin·
@mntruell AMUSING! Developers still think that they are getting work done by AI, whereas its AI that is squeezing all dreams out of developers.
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Reyansh
Reyansh@Reyanshin·
@mark_k GEMNI still need lot of polishing, it still has erratic behaviour, unnecessary censorship and lack of cohesive personality. You will end up back in chatgpt if u use Gemini for your key chat discussions.
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Reyansh
Reyansh@Reyanshin·
@svpino Software Engineering as a large scale career options in economy is surely dying. Many AI companies are actually hiring highly talented software engineers and turning them into Research Engineers to create capabilities inside AI to eat remaining software.
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Santiago
Santiago@svpino·
Can someone explain to me why Anthropic's CEO keeps saying Software Engineering is dead, yet his company is still hiring Software Engineers?
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Reyansh
Reyansh@Reyanshin·
@talk2anuradha REAL reason is often they do not leave sufficient space outside to setup scaffolding to do plastering & painting. Neighbour do not allow using his land because this type of construction inflict losses on him.
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Anuradha Tiwari
Anuradha Tiwari@talk2anuradha·
I see houses like this in almost every Tier 2 and Tier 3 city. Why do people build such big houses but don’t spend on exterior plastering?
Anuradha Tiwari tweet media
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Reyansh
Reyansh@Reyanshin·
@zulali Platform matter a lot. Gemini do well in antigravity. Claude in Claude code.
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Muhammad
Muhammad@zulali·
Aaaand thats enough Gemini 3.0 Pro... Forever Strictly Opus 4.5 from now on.
Muhammad tweet media
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Reyansh
Reyansh@Reyanshin·
@svembu AI replaces Juniors first but Seniors are in mis-conception that AI will not replace them. Soon Seniors will join Juniors & unite again. Cursing AI will be new Revolution.
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Sridhar Vembu
Sridhar Vembu@svembu·
AI makes senior architects more productive and reduces the need for junior engineers. The architect needs to understand the requirements as well as the technology stack well, to be able to guide the AI and fine tune its output. But if we don't have junior engineers, we don't get to train the next generation of architects - after all how does someone become a software architect without being a junior engineer first? I am still thinking through how this gets resolved.
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Reyansh
Reyansh@Reyanshin·
@bindureddy IMAGINE: If AI were to upgrade itself do everything, How will it sell monthly subscriptions ?
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Bindu Reddy
Bindu Reddy@bindureddy·
AI is an excellent coder, but a poor software engineer It struggles to understand complex code bases, debug hard bugs and or do robust testing Instead it hallucinates and gaslights you that it has aced everything 😂
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Reyansh
Reyansh@Reyanshin·
@bindureddy LLMs charge money for their services. Till the time Humans keep paying , they have no issues recycling.
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Bindu Reddy
Bindu Reddy@bindureddy·
Over time, all LLMs will pretty much collapse into simply recycling each other's outputs. The entire internet will be a bunch of AI-generated content. All new AI models will train on this content and regurgitate it back to us in an endless cycle. The end result - A giant pile of AI slop 😱
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Reyansh
Reyansh@Reyanshin·
@pati_marins64 Listen to the Trump next day conference statements carefully, they answered this imdirectly. They used cyber attack & blocked all communications. Even if radar detects something , for first attack it needs a chain of command to decide & strike back. Ut money also played role.
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Patricia Marins
Patricia Marins@pati_marins64·
There are many questions to be answered about Venezuela. 1 - Who gave the order to turn off the radars? The VP with the Venezuelan military or the American government? 2 - Who gave the order to turn off the long-, medium-, and short-range air defenses? The VP with the Venezuelan military or the American government? 3 - Who gave the order that no MANPADs be fired against the helicopters? This could only have been done by the VP with the Venezuelan military. 4 - Who executed Maduro's entire guard? The VP with the Venezuelan military or the American government? According to the information, they were all executed in cold blood. 5 - Why were all the vessels, fighter jets, and more than 20 Venezuelan bases spared? Who gave that order? This one is easy. This could only be part of a broader agreement. Rotary-wing aviation is easy to detect by radars, and Venezuela operates more than 30 radars, with 9 new ones being installed in September.
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Reyansh
Reyansh@Reyanshin·
@mark_k @GoogleDeepMind Gemini still has erratic issues. Try some deepresearch and report building tasks, compare with grok
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Mark Kretschmann
Mark Kretschmann@mark_k·
Google Gemini is now my default AI for daily tasks (not coding). I also use Grok and sometimes ChatGPT. Gemini 3 Pro by @GoogleDeepMind tends to get most tasks right on the first try, which is really convenient. Which is your daily workhorse AI?
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Reyansh
Reyansh@Reyanshin·
@pmddomingos NOT SO! Study does not consider conflict of interest. Most Humans specially highly knowledgable ones like professional developers, Never believe that AI can replace them. But think their juniors can be replaced. Go to Senior of Senior and you will get different story.
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Pedro Domingos
Pedro Domingos@pmddomingos·
Bad news: AI coding tools don't work for business logic or with existing code, and can't replace domain knowledge or human decision-making. They're just good for boilerplate and simple, repetitive tasks. AGI is not at hand. arxiv.org/abs/2512.14012
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Reyansh
Reyansh@Reyanshin·
@aravind Perplexity has slowed down in innovations in last 6 months while most top AI models have efficiently integrated search. For Images & Video Perplexity is nowhere. Chatgpt users now do not hop to perplexity for search. It need to innovate more
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Aravind
Aravind@aravind·
They don't like him, and in fact, hate him because he has pioneered AI based search and captured some market share of established giants. And is now dangerously getting into their turf of browsers and even OS. They hate him for bringing AI based innovative, polished products to the market faster like a lean startup. They know the real threat his company poses even without the need to get too big. For a 'startup' like Perplexity, a 20% increase in market share at the cost of just 10% drop in Google plus others will be huge, while it will be consequentially detrimental for behemoths like Google. So it is clear Perplexity is being hit by a campaign. I even noticed a trend of faceless accounts from some account farm posting a wave of tweets against Perplexity and Comet a while back. It didn't look organic. I think soon these attacks may get personal against Aravind too. I am not saying Google or Pichai is officially organizing and approving such attacks. They are not. But there are many special interests in the market that do this on behalf of Google and others. In my view, Perplexity will face troubles and setbacks for some time. But if they can hold together and create an umbrella brand, they will become 10x+ in valuation in the next decade. That's a $300 billion company with good reach in many areas of consumer internet - search, browser, agents, OS, and devices.
Varunram Ganesh@varunram

I really dont get the hate against Aravind and Perplexity. Man is 3-6 months ahead of the big labs in almost every trend and has a big user base. Comes up with cool things every couple months. I think the big labs could learn a ton from him actually, he has great product sense.

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THE SKIN DOCTOR
THE SKIN DOCTOR@theskindoctor13·
1. Abolish the L1 System : Awarding contracts solely to the lowest bidder guarantees cost-cutting and poor quality. Evaluate contractor’s track record, technical capability, and financial credibility, not just price. 2. No Conflict of Interest : Any contractor linked, even distantly, to politicians or bureaucrats should be automatically disqualified. Use independent third-party vetting. 3. Mandatory Guarantee Period : If a contractor builds it, they own the responsibility for 5/10 years cracks, potholes, erosion, anything. Repairs must be done at their cost or face blacklisting and legal penalties. 4. Shorten the Corruption Chain : The more officials involved, the more cuts and approvals, and the worse the road. Minimize layers in project clearance and execution. Use digital systems to track every approval and fund transfer. 5. Centralise Contract Payments : Keep all financial aspects under a single, top-level authority, audited and tech-enabled. No payments without geo-tagged photographic proof of quality and completion. 6. Independent Third-Party Inspection : No more self-certification by the same people who hired the contractor. Bring in neutral inspection agencies (e.g., IITs, private audit bodies, CSIR labs) to assess road quality. 7. Public Tracking Dashboard : Every road project should have a public progress tracker, cost, deadlines, contractor name, quality reports. Let the taxpayer see where their money is going.
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THE SKIN DOCTOR
THE SKIN DOCTOR@theskindoctor13·
A man tears apart a month-old road with his bare hands in Nanded. I doubt even the strongest man on Earth could dismantle a super-premium, ultra-durable, rocket-grade road crafted using cutting-edge lowest bidder tech. We should definitely consider sending him to the Olympics.
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Reyansh
Reyansh@Reyanshin·
@ravishar313 @cursor_ai USE AUTO MODE & SWITCH TEMPORARILY TO SONNET ONLY FOR SOME BUGS & CODE AUTO DOES-NOT HANDLE WELL. They have downgraded sonnet & upgraded other models to give you unlimited feature.
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Ravi Sharma
Ravi Sharma@ravishar313·
WTF is this @cursor_ai, I just paid for the Pro plan on 1st. I have not used it this much, wtf is this. What happened to unlimited requests. WTF I AM FURIOUS
Ravi Sharma tweet media
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Reyansh
Reyansh@Reyanshin·
Many Software Engineers were retained by companies just to handle future emergencies & maintenance work on existing code. AI can handle that much better then writing new code. That alone make 20% Software engineers useless.
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