Venky Thiriveedhi

105 posts

Venky Thiriveedhi

Venky Thiriveedhi

@VenkyT23

Tech, Stocks, Startups...Excited about India's growth story...Views are personal, Not SEBI registered...no recommendations to Buy/Sell

Bengaluru Katılım Eylül 2023
275 Takip Edilen62 Takipçiler
Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
Aurionpro's research on Tabular Data is getting popular.. Lexsi Labs Orion-MSP, Orion-BIX TFMs is competing with the best in the Industry ( Prior labs, SAP, Amazon's) of the world linkedin.com/posts/activity…
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
Aurionpro is silently working on core AI/ML R&D, building their own models .. Lexsi.ai Orion-MSP and Orion-BIX are industry's best foundational models out there when it comes to Tabular data
Venky Thiriveedhi tweet mediaVenky Thiriveedhi tweet media
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Advait Arora
Advait Arora@WealthEnrich·
Another pump & dump story? Make a guess !! Its stock nearly tripled between 2023 & early 2024, courtesy loud guidance & predicting “strong pipeline.” Typical pattern of this IT firm: "guide high, execute low". Check Q2FY26: Revenue flat, PBT & PAT down 20% QoQ and YoY. More dumping possible !
Advait Arora tweet media
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
@rajuidesai Right ji 🙏..Promoter's % was & is consistent..plus they achieved all this growth without any external fund rise Also, it's doing continuous Innovation with new products launched every Q to sustain further
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Rajeev Desai
Rajeev Desai@rajuidesai·
@VenkyT23 Aree jane do.... Too much of over thinking... Just to show you are right and I am wrong.... Chodo ye... Sab dikha dikha ke kya karoge? U r right and I m wrong...
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Rajeev Desai
Rajeev Desai@rajuidesai·
I don't know, how people says it is Seth Co!! I pity them. Lalit Seth Holds - 12.49% Gautam Seth Holds - 3.47 % Rishi Seth Holds -3.47% Praveen Seth Holds - 3.32% stake and that is total 23% stake out of 73% promo stake and they say, it is Seth Co? Rest 50% is with Hpl means Havells and rest direct Havells.... My problem with such people is, they write wrong so bluntly, no one even try to check it.... I hate this..
SimplyMe👽@9336112089v

@rajuidesai .No it's not Havells group company. Seth brothers are the promoters. Good company no doubt 👍

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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
@Vishwajeet452 @iam_ashishrai @aurionpro Aurionpro /Arya.ai - few recent solutions (src: Li) AI powered Cheque processing - for Banks, RBI directive for same day cheque process Cred AI - for Underwriters Weave - Gen AI type Q&A for Enterprise data AI powered Passenger feedback system for voice data -for Airports
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
@robinivski @DINO_DAN_RG @MotherCabriniNY Agree till we get 1st PO, we can say it as "aspired path" Power banks existence is becz of limitations of 📱 battery capacity..Silicon anode advancements could make power banks obsolete. Smart strategy to target this fading market? 🤔 $ENVX
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
$ENVX - Reliance Jio is launching JioFrames similar to Ray-Ban Meta ..good to see TAM of smart glasses increasing PS: Jio is one of India's largest telecom service providers with around 500 million users
CNBC-TV18@CNBCTV18News

From JioFrames wearable glasses & JioPC, to the RIYA Voice Assistant & AI-powered Voice Print Dubbing, Reliance unveiled some cool new tech at its AGM. @ShibaniGharat brings you the highlights #RIL #AGM #RILAGM #IPO #Jio #48thRelianceAGM #Reliance #RelianceIndustries #RelianceAGM #Ambani #MukeshAmbani #CNBCTV18Digital #JioFrames #JioPC

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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
@robinivski @MotherCabriniNY Proven path to success...proves their tech capability, scalability and brings credibility to both customers and investors But it's a high risk-high reward path, attracting both longs and shorts at the same time
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Rob Forth
Rob Forth@robinivski·
@VenkyT23 @MotherCabriniNY I honestly fail to understand why they wouldn't go for something simpler than phones first. Even if difficult to compete in lower profile applications, it would provide opportunity to prove the concept. It's almost as if something is holding them back from putting batteries out.
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
@MotherCabriniNY @robinivski My exp. ..GTM with too many customer engagements in parallel doesn't work..especially when use cases differ & qual cycles are long..It chokes entire team including R&D engineers + financials..in the end can't satisfy anyone Hope $ENVX doesn't end up in similar situation again
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MotherCabriniPreys
MotherCabriniPreys@MotherCabriniNY·
@robinivski $ENVX Funnelmania Dec 2022 78 accounts moved from Sampled to Pre-Production Horizon 1 to 3 years so late 2023 to late 2025.
MotherCabriniPreys tweet media
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
$ENVX - Xiaomi group's official numbers globally.. Includes multiple products Smartphones, EVs, IoT (tablets & other devices)
Sandeep Sarma@sandeep9sarma

The #Xiaomi Group Q2 2025 Results are in and we've had yet another record breaking quarter. Our total revenue is up 30.5% YoY while adjusted net profit is up 75.4% YoY. We've seen improvement across categories and our commitment to R&D is also on track. Thank you all!

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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
$ENVX - Raj & co at Xiaomi China
Venky Thiriveedhi tweet media
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
@robinivski Good Info..Was wondering if TJ and others have enough cash in hand for exercising $ENVX warrants...At least In TJ's case, it looks like he has more than enough for 100% conversion
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Rob Forth
Rob Forth@robinivski·
Cool. $ENVX TJR stepping it up exercising another 220K warrants. 2.9M to go, but this poker game is becoming very interesting, I have to admit. ir.enovix.com/static-files/8…
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
@Richard_X_Roe AI-1, AI-2 constraints count and spacing between constraints as annotated by chatgpt It's 33 vs 26 and 25.8% larger spacing between constraints in AI-2 vs AI-1
Venky Thiriveedhi tweet mediaVenky Thiriveedhi tweet media
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Richard X Roe
Richard X Roe@Richard_X_Roe·
@VenkyT23 No, you don't understand. The constraint is cut from a steel foil using lasers. The pattern of how you cut holes in that foil and how big those holes are CHANGE ABSOLUTELY NOTHING ABOUT THE ENERGY DENSITY. The PR is misleading, AI-1 is fake, and $ENVX is a fraud.
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
$ENVX - AI-1 vs AI-2 constraints count AI-1 - 33 AI-2 - 26 plus extra V shaped spacing reduces ~3 more constraints So AI-2 count is ~23 that's ~30% reduction in weight and ~21% in additional battery material (assuming 26) Interesting to see how much ED this can add
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Venky Thiriveedhi
Venky Thiriveedhi@VenkyT23·
@Richard_X_Roe Right..Thickness seems more, so weight might not have improved but count reduced & spacing increased. End result ED, Perf. Improvement as stated in PR "created an innovative constraint for AI-2 that maintains mechanical robustness while improving performance & energy density"
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Richard X Roe
Richard X Roe@Richard_X_Roe·
@VenkyT23 Where do you see reduction in weight? Less cutouts means MORE STEEL, if you keep the thickness of the plate the same. Changing patterns don't change energy density (which is useful energy stored divided by volume). $ENVX is a fraud.
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