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627 posts

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@gsevugap

technology aficionado and investor

Planet earth Katılım Nisan 2009
645 Takip Edilen204 Takipçiler
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guna@gsevugap·
@JayaGup10 Jaya, appreciate you are posting very valuable informations. Sometime the content is difficult to understand. It would be great if you could write ist in a way all ages and people from all backgrounds can understand and digest!!
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guna@gsevugap·
@immonicax @agihouse_org Not sure I fully understand. By the time Tesla releases its commercial version of Optimus, china will be way ahead and most of the industries in china will be managed by robots. US has to accelerate and it should treat robotic as critical as data center buildup that happens now
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
@Object_Zero_ @gustaf What probability do you assign that an AI physics model, in the next 18 months, finds a new material that transcends silicon and changes the equation?
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Object Zero
Object Zero@Object_Zero_·
This 100MW data center in UAE is the largest solar powered datacenter in the world. There are currently 1,300 data centers in the world that are bigger than this one, but this one is the largest solar powered one. That’s 10 square kilometres of solar panels you can see. The datacenter itself is 0.02 square kilometres, so a solar powered datacenter is ~500x larger than a data center using any other form of power. A five hundred times larger site. UAE has some of the highest solar irradiance anywhere on Earth, it is an inhospitable desert. Averaging 9.7 hours of sunlight per day with average irradiance above 2,200 kWh/m^2. If you build this somewhere else, you need more solar panels because your irradiance will almost certainly be lower. Even if the world had an infinite supply of free solar panels, solar power will not be free. Anyone who has ever done major capital projects, who looks at where data centers need to be in the next 5 years and the next 10 years… we know it aint solar. Sorry. You struggle to even build a train track that’s 100 miles long and 10ft wide anywhere in the West, there is zero chance of build 100 square mile solar farms for GW compute. This is why people are talking about space compute. Deploying into space is one strategy to solve the constraints. But there are faster and more scalable strategies, that get you to mass deployment of multi GW data centers. There are strategies that also allow you to power the 10 billion robots and their newtonian actuators, that immediately follow the inference demand cycle. Step back and look at the full cycle of this industrial revolution… There will be billions of chips, but there will be trillions of actuators. This biggest part of this revolution is the embodiment cycle, and it’s big by a factor of 20 or 50x over the stuff that comes before it. There is no analogy in human history for the scale of this economy, of the demand it will place on energy and commodities. The humans own the Earth, and if you exist inside their legal system, they won’t let you turn the surface of their planet into glass. But they do want your chips and your actuators to serve their needs and desires. There is a way to do all of this, and so it will happen.
Object Zero tweet media
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guna@gsevugap·
@coineman It’s a scam and not from apple
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Jennifer 🟥🔴🧙‍♀️🦉🐈‍⬛ 🦖
I got into a car accident. Hit my head. Went to the ER. I was there a total of 43 mins. The doctor saw me for all of 10 mins. Maybe. First to tell me to get a CT scan. Then to tell me the radiologist said it was clear and I could go home. She charged me $5000. The radiologist charged me. The hospital charged me. $13,500. $5000 for ten minutes of work is $30,000 an hour. The medical industry is out of its ever loving mind.
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Dr. Sydney Watson
Dr. Sydney Watson@SydneyLWatson·
Lmfao I just got my mail and I have ANOTHER bill from the hospital - exclusively for the doctor's time. $985. I am not exaggerating when I say he spoke to me for all of 30 seconds RIGHT as I was leaving. Lmaoooo. The medical system is so fucking cooked. 😂
Dr. Sydney Watson@SydneyLWatson

Seen a lot of conversation about how predatory the American medical system is. So I will weigh in. I ended up going to the ER about 2 weeks ago for crippling pain. Turned out to be a ruptured ovarian cyst. I was there for MAYBE 4 hours. My bill? $13,500 dollars. Because I'm uninsured (by choice, that shit is a SCAM), the hospital dropped my bill down to $8,100 and some change as an "uninsured" discount. For starters, $13,500 for a 4 hour hospital visit is insane as it is. But the fact the hospital can wipe $5,000 off the bill "just because" should show you how utterly fucked this system is. And to be clear - $8,000 is still an absolutely insane sum of money when all these people did was scan my stomach and give me some pain killers. On my itemized bill, my CT scan was 7k. The iodine they used was $900. Just being in the ER room alone was $2,500. We phoned the hospital to haggle. They dropped the price by $20. Normal people can't survive this shit. I do okay and $8,000 is still an INSANE chunk of money out of my savings. Anyone who argues this isn't a disgusting, predatory system is crazy. And it is even crazier that Americans accept this. And for those of you who argue this is the free market, I need you to be quiet. There can never be a true free market here when government and insurance have their creepy little fingers in this pie. People shouldn't go bankrupt trying to pay medical bills. This has to change.

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guna@gsevugap·
@AiwithYasir What will happen if both producers and consumers are both AI. in that case humen cannot even be middleman. How would human pay their bills? Would government tax the AI companies for every token they generate and that will be reallocated to humans?
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Yasir Ai
Yasir Ai@AiwithYasir·
🚨BREAKING: Two researchers from UPenn and Boston University just published a paper that should be uncomfortable reading for every CEO automating their workforce right now. The argument is straightforward. Every company replacing workers with AI is also eliminating its own future customers. Laid off workers stop spending. Enough of them stop spending and nobody can afford to buy anything. The companies that fired everyone end up selling into an economy with no purchasing power left. Every executive can see this. The math is not complicated. But here is why nobody stops. If you do not automate, your competitor does. They cut costs, lower prices, take your market share, and you collapse anyway. So every company automates knowing it is collectively destructive because the alternative is dying alone while everyone else survives. The researchers proved this is a Prisoner's Dilemma playing out in real time. The numbers are already moving. Block cut nearly half its 10,000 employees this year. Jack Dorsey said AI made those roles unnecessary and that within the next year the majority of companies will reach the same conclusion. Salesforce replaced 4,000 customer support agents with AI. Goldman Sachs deployed a coding tool that lets one engineer do the work of five. Over 100,000 tech workers were laid off in 2025 and AI was cited as the primary driver in more than half those cases. 80% of US workers hold jobs with tasks susceptible to AI automation. The researchers tested every proposed solution. Universal basic income does not change a single company's incentive to automate. Capital income taxes adjust profit levels but not the per-task decision to replace a human. Collective bargaining cannot hold because automating is always the dominant strategy. They also identified what they call a Red Queen effect. Better AI does not solve the problem, it accelerates it. Every company chases faster automation to gain market share over rivals but at the end everyone has automated equally, the gains cancel out, and the only thing left is more destroyed demand. The one thing the math says could work is a Pigouvian automation tax. A per-task charge that forces companies to account for the demand they destroy each time they replace a worker. The conclusion is that this is not a transfer of wealth from workers to owners. Both sides lose. Workers lose income. Companies lose customers. It is a deadweight loss with no market mechanism to stop it on its own. (Link in the comment)
Yasir Ai tweet media
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guna@gsevugap·
@PeterDiamandis Yes. That’s what we have to focus on!! AI has reached its escape velocity and now we have to figure out how to harness its power and build a path for the next generation to survive and thrive
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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
Two things are driving social unrest right now: young people can't see a path to a job, a home, or a future. And Hollywood keeps teaching us that AI ends in killer robots and collapse. Am I missing anything?
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guna@gsevugap·
@dharmesh There will be some 3am in future when there won’t be any choices.
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dharmesh
dharmesh@dharmesh·
We used to live in a world where we'd sometimes be up at 3am, questioning our life choices. Now we we're up at 3am questioning our LLM choices.
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guna@gsevugap·
@sunilgurjar01 You don’t need to dominate on anything to succeed. You just keep up with the trend.
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Sunil Gurjar, CFTe
Sunil Gurjar, CFTe@sunilgurjar01·
China dominates manufacturing USA dominates innovation Middle East dominates energy India dominates ?
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guna@gsevugap·
I’m not sure if they’re at risk, but they’re definitely waiting for the East and West to fight and weaken each other. Then they can rise as a new superpower without firing a single bullet. They understand that war won’t solve their problems—like a fox that hides and waits while the jungle is at war.
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@jason
@jason@Jason·
China is the most at risk and oddly silent during all of this chaos 🤔 Solar, nuclear and EV investments are obviously paying off for them. Expect them to redouble their already staggering efforts to be energy independent
@jason tweet media
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News Arena India
News Arena India@NewsArenaIndia·
Kanpur: Constable Ashish Shukla cracks UPPSC with 41st Rank, becomes Commercial tax officer.
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guna@gsevugap·
@aravind Very true. This medicines are life savers. If someone who does not know how to eat right , exercise right, sleep well and manage stress well, then these medications are essential.
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Aravind
Aravind@aravind·
There are two types of widespread misinformation on the internet that's definitely killing people, imo: - "Cholesterol is not a bad thing." - "Statins are dangerous." Long-term, large-scale studies have proven that the lower your LDL cholesterol, the lower your risk of heart attack and stroke. Statins are highly effective at lowering cholesterol and, for the vast majority of people, provide these benefits with no major side effects during long-term use. Their huge benefits out weight the small risks for the few who may experience some side effect. Recent studies and updated guidelines are also showing that the earlier you treat elevated cholesterol, the better. A person in their 40s with high LDL cholesterol benefits more from starting treatment now than from waiting another decade to see if lifestyle changes alone are enough. If someone has familial hypercholesterolemia (genetically very high cholesterol), multiple metabolic risk factors, or has already had an ASCVD event (heart attack, stroke, or related procedure), the evidence is clear: taking a statin plus other medications to aggressively lower LDL cholesterol to even below 55 mg/dL is a no-brainer and saves lives. LDL below 70 is a must. One more common misinformation is that "statins are being pushed by Big Pharma" sir. The reality is that statins are now super cheap generic drugs. There is no incentive for pharma companies to fund massive new studies to "push" them. The evidence comes from well-designed, large-scale, independent studies that consistently show clear benefits. Some doctors themselves claim the studies are designed for western population, Europeans etc. So it doesn't apply to Indians or East Asians. But the newer guidelines all account for ethnicity and race. In fact, Indians may need more aggressive treatment. If you are interested, here's a calculator for your heart disease risk in 10 years if you have your latest LDL-C, HDL, blood pressure, height, weight, HbA1c (if possible), eGFR (if possible). Anyone 35 or above in India must definitely get these parameters tested at least once. note: the calculator below may underestimate risk in Indians, so discuss the result with your doctor, tell your family history, and let them know about the updated guidelines for starting statin therapy early. But let the doctor (preferably cardiologist) decide. tools.acc.org/CVD-Risk-Estim…
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guna
guna@gsevugap·
@PeterDiamandis The biggest question is how would common man survive if the AI/robots take over their livelihood
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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
What would you do if energy was free, robots did all the manual work, and AI did knowledge work? That's not a thought experiment—it's 2035. The only question is: are you building toward that future as an owner, or waiting for it as an employee?
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guna@gsevugap·
@PeterDiamandis These questions are not important or valid for a common man who is surviving paycheck to paycheck. We should focus on UBI and survival for common man then rest will Follow.
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The All-In Podcast
The All-In Podcast@theallinpod·
Chamath: AI Will Kill Brands, Only Abundance Wins The brands that bring abundance will win big. @chamath: “ If I had to bet, I'm going to bet that brands go to zero.” @Jason: “Really?” Chamath: “When you can make things that are as good or better, and you can make them in a cheaper, faster, better way, people want that abundance more than they want an affiliation to a brand. The perfect example is actually what Tesla did to BMW. This is a fundamentally cheaper, faster, better product. Yes, it's got a great brand, but nobody's going to pay a premium for these products. The reason why Y has outsold everything else is because the Model Y is priced better and it's superior on every operational dimension of comparison. Maybe the right word is abundance. The brands that bring abundance, that bring more to the table than their competitors, and they're able to bring more at the same unit cost or less, capture share. That's probably true.”
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Aravind
Aravind@aravind·
Those who still believe in de-dollarization and the end of USD are delusional. The US is controlling VZ oil, the world's largest, VZ's huge reserves of gold, and all its resources. The US is on the verge of controlling Iran's oil and its resources. It influences Iraq, OPEC, Nigeria's exports. In shipping, it is controlling Panama Canal, Suez, Straits of Hormuz, Greenland, Malacca. It is couping regimes at will. Taking down powerful countries like Iran with brute force. It has surrounded every major power with its bases. But most importantly has allies all over the world and NATO for its support. It is even getting Russia on its side. The same Russia that was harassed by the China influenced corrupted elitist western deep state for decades now. The US is still producing the greatest tech and innovations which others merely copy or improve on. It still runs the world's financial system, banking networks, and the internet. But for some delusional people, somehow the US is failing, the USD is crashing, and China - which has made enemies all around it, including major powers like India, Japan, and Korea, and also failing to protect the one or two allies it has - is winning. The only way the USD is crashing is the US itself letting the USD erode temporarily as it resets its economic system, gets rid of its debt, and brings about a new crypto backed USD, if needed. The "de-dollarizatio" and "US is failing group" are totally influenced and carried away by Chinese propaganda of China is a superpower. China is not a superpower. By any means. It was beaten and literally made to pack bags and backoff by India itself in recent times. But communist China won't go into the night without a fight that tries to bring down the whole world. So we must brace for a war, a plandemic, or both.
Aravind@aravind

@AKTY_Writes Nope. Dollar is here to stay and get stronger. Only the basis will change. From gold backed in 60s to petro backed later to crypto backed. Until that also is dumped for a new quantum standard. Don't underestimate Trump or future US admins in backing the dollar.

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guna retweetledi
Garry Tan
Garry Tan@garrytan·
I’ve known @Ethanagarwal for years. When he sees a problem, he’ll attack with the force of a thousand suns.  Ro Khanna has been trading stocks like Citadel while criticising innovation, hard work, and wealth creation. He’s running to the left to build his own national profile so he can run for president. He’s abandoned his responsibility to his district. I’m 100% confident that Ethan is the right man to replace Ro. I’m a supporter and contributor, and I urge you to chip in whatever you can to his campaign.
Garry Tan tweet media
Agarwal for Congress@ethanagarwal

.@RoKhanna is the most prolific Dem stock trader in the history of Congress. He traded $55.7m of stock just last year. He beat the market by 13%. He criticizes wealth creation, innovation, and hard work, while making eight figures investing in companies in his PA. I'm running for Congress to restore faith in our elected leaders. I don't believe that good government is boring. I'll be divesting my personal account, pushing for a ban on stock trading by members of Congress and their families, and fighting for term limits. This is personal for me. I supported Ro Khanna when he first ran for Congress in 2012. I was excited to see a smart Indian guy running for Congress. Unfortunately, to setup his presidential race, he's run far to the left, and completely abandoned his responsibilities to his supporters. The 17th district deserves better. This is going to be a tough battle. He has $15m of cash on hand. We need all the help we can get, please visit tinyurl.com/4wvsh7ek and chip on whatever you can. If you're frustrated with Ro, visit ethan4congress.com

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guna
guna@gsevugap·
@aravind You have contradictory thoughts and that always come true. Brilliant!!
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Aravind
Aravind@aravind·
Many analysts who say "Trump made a miscalculation on the war", "this war is going to prolong" etc, are missing the whole point of this war: This middle east war is not just about decimating Iran's nuclear & missile program, weakening Iran and trying to regime change, it is also more importantly about weakening China. This war can be kept on if needed by the US and ended only if China agrees to resume rare earth exports and agrees to trade deal terms US sets before Trump's proposed April visit to Beijing. I believe China will succumb and agree to a backroom deal. There's no other option for China if this war is prolonged by the US by letting Iran keep fighting. Why? Simple - China's economy is reliant on its dumping of goods to Europe. It can't go through Panama canal if US decides so now after taking control. The cost of shipping through middle east and Suez is already high. China may also have a energy crunch if Russia (due to a deal with the US) sells oil to India & EU as China's VZ and Iran oil is already taken out by the US and middle east oil is becoming too difficult to obtain. The more time this war prolongs, the more China's economy will be weakened. Trump will also delay his visit citing the war and trade deal will also not be signed by him, affecting China's exports to the US. Most analysts and reporters aren't getting this because they are reading China influenced DS media telling them that China is winning every which way. Please understand this middle east escalation is part of a larger game to checkmate China 👇
Aravind@aravind

What is going to happen is escalation in middle east that will effectively "tariff" Chinese exports to EU. Panama canal and Greenland under US control controlling those trade routes too. Venezuela under fire later. Iran oil cut off. Russia deal with EU. China starving for energy and exports. We will see either war or plandemic or both by China.

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