Sunil S. Rawat

@JTLonsdale Kanye moment/year in progress

Balaji is a bright guy but he fled the USA and has set his mind totally against our future success. He lives in a world where US is losing and China is winning. This is his fixation. It’s dangerous, and it’s wrong. And this war has embarrassed China, destroyed their 100 cargo planes of war materials and their military ally, and frustrates them. It’s fair to disagree about the attack. But saying that its architects are guilty of any downside is childlike nonsense. They should be proud of their work and their courage to take on this evil. If you’re against the war, do you get credit for the last two decades of literal mass torture and mass rape and repression by this regime, and its terror funding and death around the region? Do you get credit for “supporting” the billions it spends on social media bots and information operations to polarize the US against ourselves, and weaken the west? Do you also get credit for what would have been the next twenty years of that? Are you, Balaji, responsible for that side of it? No? But if you are for it, you get zero credit for fixing any of that, but blamed for ALL the possible downsides? Total BS. The mullahs holding the region hostage shouldn’t get your help to blame others for the damage they do. Geopolitics and war is complex and there are risks on all sides. There is risk in acting, and in not acting. I’m really glad we are taking advantage of the massive innovation and competence gap that exists at this moment, and finally eliminating so much evil. I hope for freedom for the Iranian people and know that the situation is hard and complex, but either way it is good to stop the bad guys and eliminate so many of the worst groups, who have done so much damage, from history. Nobody should get away with what those bastards did for so long; this was long overdue.

@lapplandtrader @TheValueist I have my views

@TheValueist How does x86 fit into this? Not at all I guess. x86 only for legacy applications in the future. Intel and AMD are smoked.

This Vera CPU presentation was the best of the day as it crystalizes what to expect for GAI over the next 24-36 months. My biggest takeaway from GTC Day 2: the market is grossly underestimating the massive CPU demand that will be generated by agentic GAI and by LLMs acting as orchestrators marshaling CPU compute resources for a countless variety of tasks. $NVDA $AMD $INTC $AVGO

@Noahpinion They sound like AI tourists with hot takes vs expert practitioners and company builders

Last week two different AI founders came over to my house for tea. One told me he would like AI to be banned, and wishes it had never been invented. The other claimed that AI has plateaued and isn't very useful. Always interesting to see the diversity of viewpoints out there.

@stevesi @greengart Gateway drug

@greengart Bigger is more expensive! That's something consumers can easily understand.

My main criticism with the Apple MacBook Neo 13" is that it's pretty small, and if you want something significantly larger, you have to spend twice as much to move up to a MacBook Air M5 15". The MacBook Air was Apple's best-selling laptop, and the new MacBook Air M5 is still a strong value, but it feels like you have to skip a few rungs on Apple's price ladder given how low that first MacBook Neo step is. Here is what the MacBook Neo looks like on top of a 13.6" MacBook Air M4 and a 15.3" MacBook M5. As much as the MacBook Neo's capabilities match my workload just fine, I'll probably use the MacBook Air more on a regular basis for the display size, better color, and faster ports. I do wish there was a touchscreen OLED option -- some Windows laptops in this price range offer them -- but in the Apple Silicon era, the MacBook Air has been easy to recommend, and that's still true with the newest models.

My wife sending me to Home Depot for more top soil

@thomasbsauer Dumb q sir. Can one just explode sea mines w autonomous surface vehicles that hunt/trigger vs sweep/diffuse?

Former Navy EOD Officer here. Mine countermeasures is what I did for a living most of my adult life. You don’t know what the fuck you’re talking about.

Seems like now that the next 3 cycles of Mac refresh are assured thanks to AI (needing bigger endpoint compute) it’s ok to go to larger TAM lower ASP market. Access profit and get next gen of users who will up cycle aspirationally. Looks like headphones strategy, but for compute. Seems like brilliant product/timing strategy

@DCinvestor @KristyT This is not necessarily the case. We don’t know the margins on Neo.

the low priced MacBook Neo is an acknowledgment by Apple that rapidly building out the user network is now (or will soon be) much more valuable than selling the hardware at a premium

Le sigh

I am guessing @PalmerLuckey or @elonmusk will have a mine sweeping solution ready in 4 weeks

Watching dilution of luxury and aspirational luxury brands as they try to expand to lower markets is sad. Ask Jaguar. Neo is a brilliant move and timing by Apple. Now that the next 2-3 tech refresh/demand cycles for Mac are assured thanks to AI, enter a hyper price conscious market with huge TAM to ensure next gen of users.

This is the first time I bought WiFi for two devices on a flight vs switching back and forth. Should have been doing this for years.

Also kudos to your F gate 1k check in agents on getting us a through check in on SQ to COK

Yoooo @united you’ve seriously upped your F club lounge food game. Great vegetarian and chicken choices tonight

@MRatable Are you also building a generational company like all of us are?

Not to brag but Claude thinks my questions are sharp and get to the heart of the topic

Cope I Lot

@wolfejosh all this because you think your falafels are better than everyone elses

Such a simple choice. Such an easy IQ test. A) Morally superior geniuses bringing technology + medicines + progress to the world + just want to not be killed. or B) intransigent uncomprimising murderous stone-age barbarians oppressing women + committed to kill 'infidels'

@EricLDaugh it does sound like a gun from Doom or Quake

🚨 WOW. Jaw-dropping footage captures America's C-RAM system firing back at reported drone and missile fire near the US embassy complex in Baghdad, Iraq The sound is freaking insane 🤯🇺🇸

@GabbbarSingh My Dad kept telling me it's not too late to take IAS exam well into my late 20s when I was well on my way with my second startup and based in startup central aka Silicon Valley

In the Indo-Gangetic belt becoming an IAS/IPS is above everything. Guy was working in Google in the US. Gave 4 attempts. Couldn’t succeed. Yet parents kept pushing. Cleared in his 5th attempt. :) Yet with a rank of 402. He won’t get IAS. Is it worth?

@Noahpinion who in Africa?

China's strategy is to have one "attack dog" in every region to tie down any possible rival. Russia ties down Europe, North Korea ties down Japan, Pakistan ties down India, and Iran ties down America.

@pati_marins64 kabuki detector triggered. the problem is drawing bounding boxes on video was solved a long time back. when it comes to trajectory mining they were trying to get help from American companies

The United States has handed the Chinese an encyclopedia on its military doctrines. The war involving the US and Israel is being monitored and recorded in real time by LEO satellite constellations such as Jilin-1, which are even capable of capturing 4K UHD video. Today, China operates at least three LEO constellations comprising at least 300 satellites dedicated to espionage or dual-use purposes. From the images constantly released about American bases, it is clear that the Chinese are building a true encyclopedia on U.S. naval and air doctrines. Every ship positioning, fiend tactics, refueling time, ammunition resupply, everything is being monitored by Chinese satellites. This includes the exact location and behavior of air defenses, their mapped reaction times, missile trajectories, and reprogramming durations. Nothing escapes the Chinese gaze. In this conflict, they have already mapped and publicly released data on multiple American bases in the region, even identifying the exact number and models of aircraft on the ground. The war against Iran is giving the Chinese something they never had in the Ukrainian theater: the opportunity to study and document American forces in detail. To give you an idea, in 2025 the Chinese recorded a video of Atlanta’s airport purely to demonstrate their capability. I believe the same kind of videos are being produced daily on the American front against Iran. Never in history has a U.S conflict been observed from the skies at this level, both tactically and strategically. The price of the Iran war is high in many ways, as I have always said. And this single episode is giving the Chinese decades of planning and improvement in one go. (Atlanta Airport)