Ashu Joshi

I [Find] & Connect Dots. #MovingTheFuture

[Ashu Joshi @AshuJoshi]

@pamelafox @GergelyOrosz @mattpocockuk Yeah, it was a fantastic episode! I’m also trying out grill-me 😌

[Ashu Joshi @AshuJoshi]

From coding assistant to digital co-worker: give the agent ONE tool, a secure sandbox to run Python. That is the CodeAct pattern.

New post + a latency/cost study + open code on Azure Container Apps Sandboxes:
https://t.co/pp8KjcSx1l
#CodeAct #AI #Sandboxes #Azure

[Ashu Joshi @AshuJoshi]

Gartner’s new GenAI quadrant is… a choice. 🧐

IBM is ahead of Anthropic.
AND the biggest one - somehow xAI is missing entirely.

@elonmusk Did Gartner even reach out? What is the story behind this massive miss? Grok rocks. 🚀

[Ashu Joshi @AshuJoshi]

Updated AtlasAI interactive for the latest deals in AI - Oracle to deploy 50,000 AMD AI Chips & Microsoft-NScale enter 200,000 GB300 GPU deal. The numbers are going crazy! https://t.co/7X55hKVvD2

[Ashu Joshi @AshuJoshi]

@sahilypatel Sounds awfully familiar to the third chapter, "The Longest Journey," in @EdConwaySky's book Material World. Ferroglobe and Wacker are two other key companies in this supply chain. The book, and especially the chapter, is a must-read!

[Ashu Joshi @AshuJoshi]

@BoringBiz_ Bloomberg also has an excellent analysis of the circular deal-making! Inspired by that post and the FT column, I vibe-coded to track the interconnectedness. The plan is to update it regularly.
https://t.co/7X55hKW3sA

[Ashu Joshi @AshuJoshi]

Inspired by the viral Bloomberg & FT graphics showing the web of AI deals, I vibe-coded my own interactive map of the ecosystem.
#Nvidia, #OpenAI, #Microsoft, #Oracle, and more. It's all live and data-driven.

https://t.co/7X55hKW3sA

[Ashu Joshi @AshuJoshi]

@T_h_e_Circuit @BenBajarin @jaygoldberg @BenBajarin @jaygoldberg @T_h_e_Circuit Excellent podcast. On the topic of ASICs and Trainium - what about Project Rainier, which calls for a million chips. Isn't that bullish enough? https://t.co/fstIvjXcKA

[Ashu Joshi @AshuJoshi]

Link to MIT Sloan article: https://t.co/qiTQBPJqcA

[Ashu Joshi @AshuJoshi]

New MIT research reveals the most effective AI isn't just logical—it's surprisingly human! 🤖🤝

Two key findings show how core human social dynamics are now critical for AI success. A short thread... 🧵

[Ashu Joshi @AshuJoshi]

As we build and deploy more of these systems, the critical question becomes: How do we best integrate these essential 'human' traits?

What are your thoughts? 🤔

#AI #GenerativeAI #FutureofWork #MIT #BehavioralScience #LLMs #AIEthics #MITSloan

[Ashu Joshi @AshuJoshi]

And one open question 👀
@elonmusk — Grok is breaking new ground for consumers.
Will we see an enterprise strategy as well? Or is xAI focused purely on the consumer layer?
#AI #Grok

[Ashu Joshi @AshuJoshi]

The next #AI race isn’t about bigger models.
It’s about who controls enterprise data at scale.
That’s where the AI Power Triangle emerges: Lakehouses, LLM Labs, and Hyperscalers. 👇
#EnterpriseAI #GenAI

[Ashu Joshi @AshuJoshi]

So the real question for enterprises isn’t “Claude vs GPT-5.”
It’s: who orchestrates the stack when you’re at Lakehouse scale?
Labs? Lakehouses? Or Clouds?
#EnterpriseAI #GenAI

[Ashu Joshi @AshuJoshi]

@petergostev I think there are signs that @AnthropicAI is trying to diversify. Signing deals with the likes of @databricks and making Claude for Enterprise available via the @awsmarketplace