Gaurav Rastogi

building full stock research capabilities on openclaw 🦞 what works: multi-agent, can scale to a full blown research setup optimised for WhatsApp. very good first pass system to identify stocks for deep-dive. what doesn’t: still hallucinates. doesn’t have sentiment or earnings conference calls. drop a ticker you would like to analyze and I will share the output to critique.

When I was at university a Nigerian on my engineering course told a joke about corruption I adapt it for the present: So a Pakistani engineer, a Nigerian engineer and an English lawyer go to visit each others country after graduating. Nigerian visits the Pakistani guy. Says "You did well for your self, expensive car, huge house you were a bit of a waster at university, how come you did so well for yourself?" Pakistani guy rubs his hands together and says "I went into the Civil Service, see that bridge over there... 20%" Few years later Pakistani guy visits the Nigerian guy. Says "Wow you are doing even better than me you have a fleet of cars, a mansion, security your own jet, your were an even bigger waster than me how come you are so rich" Nigerian guy rubs his hands together and says "I went into politics. See that bridge over there... 40%" Another year passes they both go back to England and visit the English guy. He has a lovely property and expensive car as well. They both say "You were the biggest slacker of all of us how come your are so rich?" English guy points and says "I stayed in Law, See that bridge over there?" Nigerian guy says "No"

MiMo-V2-Pro & Omni & TTS is out. Our first full-stack model family built truly for the Agent era. I call this a quiet ambush — not because we planned it, but because the shift from Chat to Agent paradigm happened so fast, even we barely believed it. Somewhere in between was a process that was thrilling, painful, and fascinating all at once. The 1T base model started training months ago. The original goal was long-context reasoning efficiency. Hybrid Attention carries real innovation, without overreaching — and it turns out to be exactly the right foundation for the Agent era. 1M context window. MTP inference for ultra-low latency and cost. These architectural decisions weren't trendy. They were a structural advantage we built before we needed it. What changed everything was experiencing a complex agentic scaffold — what I'd call orchestrated Context — for the first time. I was shocked on day one. I tried to convince the team to use it. That didn't work. So I gave a hard mandate: anyone on MiMo Team with fewer than 100 conversations tomorrow can quit. It worked. Once the team's imagination was ignited by what agentic systems could do, that imagination converted directly into research velocity. People ask why we move so fast. I saw it firsthand building DeepSeek R1. My honest summary: — Backbone and Infra research has long cycles. You need strategic conviction a year before it pays off. — Posttrain agility is a different muscle: product intuition driving evaluation, iteration cycles compressed, paradigm shifts caught early. — And the constant: curiosity, sharp technical instinct, decisive execution, full commitment — and something that's easy to underestimate: a genuine love for the world you're building for. We will open-source — when the models are stable enough to deserve it. From Beijing, very late, not quite awake.

If every one of the 120 billion humans who ever lived did nothing but shuffle a deck of 52 cards once per second for 80 years straight, each time a unique shuffle, they would still have explored only about 0.00000000000000000000000000000000000000000000037% of all possible arrangements.

did you buy the dip today?

which way this time, gold

@Mumban2a i don't predict, i manage risk appropriately. continue to rotate away from high beta assets into low beta assets.

@rustapharian Does this mean you are expecting a bear market- possibly 15-20% more from here?

since 1970 oil has surged 50% above trend price 6 times, and each time a recession followed. the 7th time was earlier this month.

cost basis is not that different so we didn't lose per se - FIIs have just made more backing AI / memory themes etc. i would argue that some of these AI / memory gains will be recylced into India at some future date.

the most unexpected chart you will ever see.

direct plan AAUM has grown from 45% of total in 2021 to 49% of total in 2026

"I don't think many tech companies execute M&A well." Palo Alto Networks CEO @nikesharora breaks down his strategy for successful M&A: "Purchase price is an irrelevant artifact. If it's going to work, it's going to work phenomenally well, or you're going to screw it up. It's not what you paid, it's what you're able to do with it." "You could say that Instagram was expensive, or YouTube was expensive, or DoubleClick was expensive. They all worked perfectly. AOL Time Warner is a different story. So it boils down to how you execute past the price you pay for it." "In tech, when you buy a company, you buy a team, you buy an existing product, and you buy a roadmap for the future. The question is: can you deliver on that roadmap? Can you accelerate that roadmap? Does it work?" "We sign a term sheet, and we ask the founders to sit with our team and redesign the product roadmap so we like it and they like it. And if they don't agree with our expectations and we don't agree with theirs, we don't buy the company." "We make them in charge. My teams have to work for them, which makes them really unhappy. And not many of them like it. But I'm like, look, these guys went out there, raised money, kicked your ass in your category, and you want them to work for you? That makes no sense to me. You're going to work for them. Learn from them." "So our job is to enable these people. We look at them and say, whatever your business plan was when you were a small private company, find me a business plan that's twice as assertive and bold as the one you had then." "We've built a phenomenal system to take them to market. I have 3,000 people in the field... 3,000 people go out there and see 10,000 customers. So that's where the secret sauce kicks in." "We've bought 34 companies so far. I think our hit rate on things that have worked is over 70%."

Elegant point from @edsim: Velocity is now an org design problem It’s why you’ll see so many layoffs. The AI-native companies are lean. Incumbents are simply too bloated for the AI era. Too many layers. Too many stakeholders. Too many KPIs. Too many overlapping teams.

The price of Spice rises by 10%, as intergalactic Guild shipping lanes are blocked by Fremen forces in response to the Harkonnens illegal attack on Arrakis. Arrakis, 10, 191AG, colorized

Thank god MCP is dead Just as useless of an idea as LLMs.txt was It's all dumb abstractions that AI doesn't need because AI's are as smart as humans so they can just use what was already there which is APIs

if anyone believes they know what’s going on and what’s going to happen, this is how funds with the best information networks and connections are faring.

“Make the models cheap to use” “Great, they all forgot how to code” “Now 10x the price”

absolute nutters these..

95% of the time I am a happy long only, 5% of the time I pity the fool who cannot short