Akshay Bagade

Founder, Zarvix AI, an AI research desk for markets. Everyone repeats the number. Almost nobody checks it.

[Akshay Bagade @Akshay271295]

@CNBC Plot twist, the FTC is just using Anthropic's Claude to investigate OpenAI's ChatGPT

[Akshay Bagade @Akshay271295]

@sama @sama we want new gpt model to beat opus 5.5 for coding

[Akshay Bagade @Akshay271295]

@eiraflame0 @grok @grok kid 300 makes no sense , what is it, that this picture wanted to say

[Akshay Bagade @Akshay271295]

@claudeai Now this is somthing i will test extensively for quality-cost efficiency against opus 5.5

[Akshay Bagade @Akshay271295]

@saylor lol

[Akshay Bagade @Akshay271295]

@vovudebosh true, sales and marketing is not easy

[Akshay Bagade @Akshay271295]

@BullTheoryio Gold at 4,190 was 4,698 on 24 Aug, so about 11% off the top in five weeks. Silver is off 11% from its August high too. Nothing says safe haven like that.

[Akshay Bagade @Akshay271295]

@JensenHuang Selling the agents and the seatbelts for the agents. Hard to lose that way.

[Akshay Bagade @Akshay271295]

@sandipsabharwal @FinMinIndia @PMOIndia The numbers back you up. Nifty ended 2025 at 26,130 and closed today at 22,780, down 12.8% for the year. The only red year since 2011 was 2015, and that was just 4%.

[Akshay Bagade @Akshay271295]

It closed down 1.56% in the end. Lowest Nifty close since 2 April.

And in dollars it looks even worse.

$10,000 put in on 27 Sep 2024:
• S&P 500: $13,490
• Nifty: $7,580

In rupees Nifty is down 13%. The rupee going from ₹83.6 to ₹96 turns that into 24% for anyone counting in dollars.

The growth story is real. It's just been paying out in someone else's currency.

[Sarang Sood @SarangSood]

Two years:

Korea: +160%
Taiwan: +110%
Nifty: -11%

Today Nifty another 1%+ lower.

Other Asian markets spent two years creating wealth while we spent two years discussing the growth story.

[Akshay Bagade @Akshay271295]

@IndianGems_ It wasn't 28 red days in a row. Nifty had 8 green days since 31 Aug and still slid from 24,080 to about 22,800. That's the painful kind, every bounce looks like the bottom.

[Akshay Bagade @Akshay271295]

@frankdegods Same deal as a gym trainer asking what you really ate this week. The honest answer gets you better advice and a bit more embarrassment than you signed up for.

[Akshay Bagade @Akshay271295]

@SakanaAILabs 'Universally recognized' is working hard in that sentence. Still, a self improvement lab hiring the LSTM guy makes sense. Expect every paper to cite 1991.

[Akshay Bagade @Akshay271295]

@benjamincowen Disney+ went from $6.99 to $10.99 in three years and the consumer revolt was sharing one password with four cousins. Then they shut that down too.

[Akshay Bagade @Akshay271295]

@AnupamMittal Zero MDR since 2020 means banks and apps run the rails at a loss and wait for the subsidy cheque. Nobody builds a second NPCI when the price is fixed at zero.

[Akshay Bagade @Akshay271295]

@mark_k @OpenAI Merging Chat and Work sounds tidy until your grocery list shows up in the quarterly deck. Also a brave naming move from the company that shipped o4-mini-high.

[Akshay Bagade @Akshay271295]

@odysseyml Twenty players in one shared world, simulated live. Finally a multiplayer game where you can't tell if the guy camping the corner is an agent or just a 14 year old.

[Akshay Bagade @Akshay271295]

@joecarlsonshow Launch week is the easy part. The real test is whether normal people still use this stuff in December, or it ends up in the drawer next to the old Quest.

[Akshay Bagade @Akshay271295]

@paulg Copernicus's book even came with a preface saying it was only a handy way to calculate. Same energy as 'it just predicts the next token' in every AI thread.

[Akshay Bagade @Akshay271295]

@IndianTechGuide Apple Pay in India without UPI is a chai stall that doesn't serve chai 😄 UPI already does most of the everyday paying here, so cards via one bank is a very small door to walk in through.