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Raheel Khursheed
77.8K posts
Raheel Khursheed
@Raheelk
Co-founder @LaminarGlobal World's Most Advanced Streaming Tech PaaS / Alum: Twitter, https://t.co/Z0QtWhzLL1, Snap / Fellowships: Harvard, Yale, Stanford, Asia21, Aspen
On the Road! Katılım Temmuz 2008
1.3K Takip Edilen64.6K Takipçiler
CPUs have always mattered for AI, but the initial hype (2023-2025) was all about training giant models on GPUs/accelerators. Now AI is scaling to real-world use: inference, agentic systems, robotics, edge, and orchestration layers. Those workloads run better/cheaper on CPUs for many tasks.
Intel's Q1 call + this note highlight the shift—CPU demand is accelerating as inference explodes and training plateaus. It's not "sudden"; it's the next phase.
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# GF Tech on Intel
Report date: April 24
Raise TP to $94.2: Many view the call as materially constructive than a typical Intel update. Indeed, there were brokers’ upgrade to catch up, as the thesis is shifting from “turnaround survival” to “AI beneficiary + external foundry optionality”. In general, we believe Intel’s bread and butter CPU business will continue to be strong, while the key to watch is the supply tightness from substrate and Si-cap, and the foundry wins & execution has been tracking ahead per our consistent report updates.
We revise 2026E/2027E/2028E EPS to $1.5/$2.4/$3.1, and lifted TP from $78.5 to $94.2, now based on 3.5x 2027E BVPS.
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Hi @airtelindia @Airtel_Presence my sim is acting up since yesterday. I am having to turn phone off, take the sim out and restart the phone. What is the fix?
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Fundamentally, this is a standoff between materiality & financialisation - choose your warrior.
Stephen McIntyre@ClimateAudit
here is a graph showing per capita steel production in Iran vs USA from 1980-2025. I show steel production because it is a fundamental component of a modern economy and is a "real", not monetary, statistic. In the days of the Shah, despite Iran being an extremely large oil exporter, Iran produced little to no steel. Since 1979 (when the Shah was deposed), Iran's per capita steel production has become greater than USA's per capita steel production. Which, during the same period, has declined by approximately 50%. This has taken place despite decades of US economic warfare against Iran, warfare that has now expanded into destruction or attempted destruction of Iranian steel plants that are important social capital of the Iranian people.
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Still no word and definitely no movement! Truly the worst flying experience.
Air India@airindia
@Raheelk Dear Mr. Khursheed, we understand that the delay in departure can be inconvenient. However, the flight is about to depart now, as the pushback is done. Thank you for your patience.
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@airindia Why has the plane turned around back to the gate then!
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Hi @airindia your Toronto - Delhi flight AI 188 was supposed to leave at 1p est. It is now 3p est and the flight hasn’t budged from the runway. What time is it taking off? No one from the crew is communicating anything!
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PVR / INOX have destroyed movie going culture in India by making it inaccessible for the mass audience. These guys have cannibalised their long term audience for short term gain. And the so called ‘premium’ experience is absolutely subpar.
The Hollywood Reporter India@THRIndia_
As filmmakers blame soaring ticket prices and ad overload for dwindling audiences, Sanjeev Kumar Bijli, the PVR Inox executive director argues the real issue is content—not cost. Read the full interview by @suchin545 here. hollywoodreporterindia.com/features/inter…
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And the cover for the South Asian edition ( John Murray)- the book should be available in stores in India by the end of the month.
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At Trending VC we believe being a sociopath is more important than talent and today we are launching fund 3 specifically to find the most terrible human beings on earth, and invest in their ideas
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New fund thesis: if you been in the news for any reason whatsoever, we will invest in your idea. We don’t care how terrible the reason for you being in the news. We are investing
Attention makes markets happen
Trending Capital VC™️
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Raheel Khursheed retweetledi
Raheel Khursheed retweetledi
As you may have heard, the THSCA has partnered with @victoryplustv to broadcast a FREE Texas high school football game of the week all season. This will ensure fans across the state have access to professionally-produced high school games, connecting more people to high school sports. Tune in this Friday, 8/29 for Aledo vs. Denton Guyer on the Victory+ app!
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@Raheelk Hello, kindly submit a request here for wildlife pickup: toronto.ca/home/311-toron… or call us at 3-1-1 option 9 for assistance. ^cd
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@311Toronto Hi there is a dead racoon at 660 Huron St, M5R 2R9. It is starting to decompose in the heat. Can it pls be picked up. Thanks.
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@Raheelk * Panjabi food in this case
And yes the differentiation matters to us — you know that 😂 Hope you’re doing well, friend
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Co-signed. I have had the best Rasmalai of my life in Mississauga. Indian food in Toronto suburbs is another level.
Keshav Lohia@Keshav_Lohiaaa
Had the best amritsari kulcha ever. Not in India. But in toronto!!!
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Raheel Khursheed retweetledi
if zohran were in the ontario ndp you would have kicked him out of caucus like sarah jama lol
Marit Stiles@MaritStiles
Congratulations, @ZohranKMamdani. What you’ve built goes far beyond New York City. You've captured the imagination of progressives everywhere with a blueprint for how we can win: with hope, with values, and with the belief that politics can be a force for good. We’re watching—and we’re inspired.
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Raheel Khursheed retweetledi
I really hope people don’t fall for the scam that is @airtelindia roaming. I activated a day pass (INR 650) for an OTP and got billed INR 18K, when I pushed back @airtelindia said we are ‘waiving off’ 8K but you have to pay INR 10k. Obviously I am taking it to court.
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It’s not a bug, it is a feature. Jio just doesn’t care abt the user experience cos that requires spending money on streaming tech. As long as ad $s are pouring in, it’s all good.
Ragav X@ragav_x
After watching four days of Test cricket across three broadcasters—Sky, Sony, and Jio Star—the gap in quality is glaring. Sky delivers a masterclass in cricket production. Sony holds its ground with solid, if not exceptional, coverage. But Jio Star, despite being the richest broadcaster and pouring over $9 billion into global cricket rights, continues to lag embarrassingly behind. Its production feels cheap, unimaginative, and nowhere near the standards set by Sky—or even Sony.
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