Sanjay Kumar Elangovan
258 posts
@sanjaylangval
Timeless lessons lasted 2 days! 😂 "Nothing new. Same old market lessons - served again."
This news came out a little earlier than we planned; we're excited to be building a deployment arm and will share more details soon. Companies have a ton of urgency to deploy AI in their organizations and we’re sprinting to meet that demand. More than 1 million businesses run on OpenAI products. Codex is now at 2M+ weekly active users, up nearly 4x since the start of the year. API usage jumped 20% in the week after GPT-5.4 launched. And Frontier, which launched last month to help enterprises build, deploy, and manage AI coworkers that can do real work, has way more demand than we can handle. That's why we launched Frontier Alliances so we leverage our ecosystem of partners to scale. And that is also why we are launching a dedicated deployment arm tasked with embedding Forward Deployed Engineers deeply inside of enterprises. This project has been in the works with our investor and alliance partners since last December, and we are grateful for them and their partnership. We’re still early, but the speed of adoption is a clear signal of where this is headed. We're excited to not just be building these technologies but also building many ways for companies to deploy them and get impact. reuters.com/business/opena…
Speculation: What does it mean for FMCG or any sector that uses crude derivative as raw material if oil goes up from here? Consensus is oil will trade around current levels or fall! (Why is it not falling below $70?) Can we see repeat of 2014/15 on other side - crude breakout?
My investing journey started in 2018 at @TIA_Investors' Bullet Proof Investing event. Almost 8 years later, I’m honoured and excited to be presenting at their 20-20 Ideas Summit!
I recently spoke at Umagine2026 where I said that we are in a Shackleton moment. We have to let go of our ego and accept the fact that software services as we know it is no longer relevant. AI commoditises code. The head count and arbitrage model will be broken. Software engineering, architecture, domain ownership and AI-governed delivery stays relevant. This is a great time where coding is democratised. Build on your ideas, productise them. The Anthropic announcement on building the C compiler with agents in 2 weeks should tell us something.
With Western supply chains struggling and a global backlog of 17,000+ aircraft, India is emerging as the next manufacturing hub. In this video, @soicfinance deep dives into the value chain, astutely focusing on key players including @DynamaticTech. youtube.com/watch?v=YsMadW…
Sanjay Kumar Elangovan, Co-Fund Manager, ithought PMS, will be speaking at TIA 20-20 Ideas Summit 2026 ! @sanjaylangval @ithoughtpms Link to Register : docs.google.com/forms/d/e/1FAI…
Sanjay Kumar Elangovan, Co-Fund Manager, ithought PMS, will be speaking at TIA 20-20 Ideas Summit 2026 ! @sanjaylangval @ithoughtpms Link to Register : docs.google.com/forms/d/e/1FAI…
Sanjay Kumar Elangovan, Co-Fund Manager, ithought PMS, will be speaking at TIA 20-20 Ideas Summit 2026 ! @sanjaylangval @ithoughtpms Link to Register : docs.google.com/forms/d/e/1FAI…
China aiming at crackdown of “neijuan” and West wants to industrialise A couple of good years of cashflows and corporate India might have a debt free Steel company (after having virtually all sectors deleveraged)
If CDMO companies working on innovator molecules are getting such multiples, wonder what Indian innovators will get when their drugs start.
Capabilities > Balance Sheet > Income Statement It has taken me 4 years to understand what Kenneth meant when he said "I am a Balance Sheet investor" Add valuation to it, you wont go wrong. If you are entering based on a good P&L, you are late to the party. Most of FinTwit is.
