Samuel Sunderaraj

Racism against Indians is treated like a joke, while racism against Africans, Hispanics, Jews, Chinese, or other communities is considered a hate crime.

At a park in Plano, TX with my 5-year-old. We are surrounded by foreigners, speaking multiple foreign languages, making it more difficult for my son to make friends. This is my hometown. It’s unrecognizable. I want my country back.

You wanna know the real difference between President Trump and that feckless Joe Biden? President Trump has opened the Strait of Homuz multiple times while Biden opened Cabinet meetings with prayers that ended in "praise be to allah" because he is a heretic, imho🙏🇺🇸

Bron & Bronny sharing the floor early in Game 1! Father & Son postseason minutes 💯

🚨 BREAKING: 🇯🇵 BANK OF JAPAN JUST DUMPED ¥330.8 BILLION IN U.S. TREASURIES THIS IS THE BIGGEST SINGLE LIQUIDATION IN THE LAST 31 YEARS THE LAST TIME THEY DUMPED U.S. ASSETS, STOCKS DROPPED -15% IN JUST A FEW WEEKS SOMETHING VERY BAD IS COMING ON MONDAY...

BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market. Investors sold a combined 7,990 lots of Brent crude futures, ​a $760 million bet that oil would go down. These orders were much larger than anything else at the time. The traders made huge gains. Unusual.

🦔Goldman Sachs reports that companies are blowing past their AI inference budgets by orders of magnitude, with inference costs in engineering now approaching 10% of total headcount costs and potentially reaching parity with salaries within several quarters. KPMG surveyed 2,100 senior leaders and found US companies plan to spend an average of $178 million on AI over the next 12 months, with Asia-Pacific firms budgeting $245 million and EMEA $157 million. The two reports together show companies are spending more than planned and intend to spend even more. My Take Inference costs approaching headcount parity is an extraordinary number that most finance teams did not model when they approved their AI strategies twelve months ago. The compute crunch, electrical component shortages, and GPU spot prices up 48% in two months are all flowing into corporate operating costs faster than anyone budgeted for, and Goldman's trajectory suggests it accelerates from here. What I find hard to reconcile is that $178 million average sitting alongside enterprise data showing eight in ten workers are either avoiding AI tools or not using them at all. Companies are committing to nine-figure inference budgets while their own employees aren't using what's already been deployed. I've watched this dynamic build all year and my honest read is that a significant portion of this spending is driven by competitive fear rather than demonstrated returns. Nobody wants to be the company that didn't invest in AI when everyone else did. That's how bubbles get funded, and at some point boards are going to demand a number that justifies it. Hedgie🤗

It’s time to expose a huge scam in AI startups: Contracted ARR The reason many AI startups are crushing revenue records is because they are using a dishonest metric The biggest funds in the world are supporting this and misleading journalists for PR coverage. The setup: Company signs 3-year enterprise deals. Year 1 is discounted (say $1M), Year 2 steps up ($2M), Year 3 is full price ($3M). They report $3M as “ARR” — even though they’re only collecting $1M right now. The worst part: The customer has an opt-out option at 12 months! It’s not actually a 3 year contract. In the chart below, by Q5 the company is trumpeting ~$100M “ARR” to press, while actual cash-generating, in-effect ARR is ~$35M. That’s ~3x inflation. On top of this, enterprise AI companies are bundling full-time “forward deployed engineers” into deals massively reducing margins, sometimes producing Year 1 negative margins. At some point customers are going to start triggering their opt-out clauses or aggressively negotiating down Year 3 pricing. And a wave of enterprise AI companies may collapse.