Amit Singh

Welcome Salesforce Headless 360: No Browser Required! Our API is the UI. Entire Salesforce & Agentforce & Slack platforms are now exposed as APIs, MCP, & CLI. All AI agents can access data, workflows, and tasks directly in Slack, Voice, or anywhere else with Salesforce Headless 360. Faster builds, agentic everything. 🚀 #Salesforce #Agentforce #AI venturebeat.com/ai/salesforce-…

12/ The 2027 inflection resolves everything: Anthropic's TPU capacity comes online — does it deliver competitive cost? Nvidia's Rubin cycle moves from promise to deployment China hardens its domestic chip stack further Energy constraints either ease or bind Bull and bear cases both hinge on the next 18 months. The most analytically consequential period in Nvidia's history.

11/ "Token budgets are the new laptop budgets." Jensen at GTC: "When you come to work, they give you a laptop and tokens." This reframes AI inference as mandated enterprise IT capex, not discretionary spend. Structural demand that survives budget cuts.

Jensen Huang just did 1hr 43min on the Dwarkesh Podcast — the most candid strategic interview he's given post-$1T market cap. Not a GTC keynote. Jensen on defense, pushed into corners. 12 key insights for investors: youtube.com/watch?v=Hrbq66…

SUMMARY OF PRESIDENT TRUMP'S ADDRESS TO THE NATION: 1. The Iran War will last another "two to three weeks" 2. The US will strike Iranian power plants if no deal is reached 3. Core strategic objectives are "close to completion" in Iran 4. The US "will bring Iran back to the stone age" 5. The US will not import oil from the Strait of Hormuz in the future 6. "Iran's navy is gone and their air force is in ruins" US oil prices are surging above $103/barrel after the speech.

@TankerTrackers @JavierBlas @Kpler @IntelCrab @sentdefender @Joyce_Karam Why check it regularly? Because Hormuz risk doesn't announce itself. It builds — in vessel movements, in news volume, in price action. The dashboard shows all three converging. In real time. For free. Link here: …verly-inappreciatively.ngrok-free.dev

@TankerTrackers @JavierBlas @Kpler @IntelCrab @sentdefender @Joyce_Karam New Analytics page just dropped. 28-day trends on Brent, WTI, vessel traffic, and intel volume. Market history. Visitor data. Not just a dashboard — a picture of how Hormuz risk has moved over the past month.

The Strait of Hormuz Intelligence Dashboard v8 is live — and it's the biggest update yet. 20% of global oil supply. One chokepoint. Watch it in real time. Thread on what's new: