Raghu Gullapalli

Innovating healthcare & pharma for Billions. I bookmark & call bullshit. Unapologetic takes on what is real & ridiculous. Speak truth to power. DM welcome.

[Raghu Gullapalli @Bios4Action]

Yes, Prime Minister. That was my keystone. It taught me early that competence and cynicism often walk hand in hand. That real leadership is less about grandstanding and more about managing egos, dodging landmines & occasionally telling the truth on purpose. Everything since has just been a masterclass in how right Sir Humphrey was.

[Raghu Gullapalli @Bios4Action]

@grok if AI is export controlled, couldn’t someone just access it via VPN?

[Raghu Gullapalli @Bios4Action]

For every wannabe to the handful of "people in the arena" the difference is what you do when a significant moment of failure occurs. Action is the ultimate antidote to these moments.

[Raghu Gullapalli @Bios4Action]

@HealthcareAIGuy @JTLonsdale I've seen mediocre workflows save lives and brilliant algorithms collect dust. Clinician adherence beats model performance more often than not.

[Raghu Gullapalli @Bios4Action]

@altcap The wealth came from:

Identifying the constraint (or creating one)
Identifying the winner.
Holding through multiple 50–80% drawdowns.

[Raghu Gullapalli @Bios4Action]

SpaceX is AWS in 2006
priced like AWS in 2026

[Raghu Gullapalli @Bios4Action]

@chamath Game changer for South Asian populations

[Raghu Gullapalli @Bios4Action]

Bougie tech & finance bros chase truffles in Piedmont. They auction off Bordeaux. But those same people have never held a perfect Banganpalli Mango; peeled back the thin skin & eaten it over the sink like a feral king.

Unleaded Premium $4.50 a gallon. Liquid Gold Priceless 🥭

[Raghu Gullapalli @Bios4Action]

When the risk-free rate rises, the edge is, “find cash flows that can reprice faster than the discount rate rises.”

Not advice. Follow the constraint, respect the current.

[Raghu Gullapalli @Bios4Action]

@HealthcareAIGuy @EvidenceOpen I would audit of these claims by cross-referencing three specific layers of data: Verification Infrastructure, Revenue/Utilization Proxies & Third-Party Ecosystem Ties.

If true a provenance nightmare as significant percentage of EHR notes now contain AI rationale. AI training AI

[Raghu Gullapalli @Bios4Action]

@HealthcareAIGuy @Google Google Ventures’ hidden thesis: healthcare’s bottleneck is no longer medical knowledge. It’s operational throughput.

And the companies that own the orchestration layer will eventually influence the entire economic engine.

[Raghu Gullapalli @Bios4Action]

@deedydas If I could have shorted the FBI, I would have...

[Raghu Gullapalli @Bios4Action]

https://t.co/LSMiQqu6Vc

[Raghu Gullapalli @Bios4Action]

The Inconvenient Truth: “Here’s the dirty little secret: Trump accounts are Social Security personal accounts. As parents see their kids’ accounts surge, we believe they will be open to changing how payroll taxes are spent,” Ted Cruz

[Raghu Gullapalli @Bios4Action]

@pitdesi I lead an organization thar delivers world-class care to millions, much of it free, with sustainable margins. Efficiency scales compassion. Dependency doesn’t

[Raghu Gullapalli @Bios4Action]

@slovak83 @wolfejosh @LTwolfe I’d ask Claude with the new Ramp Data connector: “Which battery vendors are seeing the fastest spend growth among wearable device makers in the last 3 months?” That answer may tell us where the real constraint is emerging.

[Raghu Gullapalli @Bios4Action]

@iandmacomber @AnthropicAI @tryramp @Rich_Barton This is a asymmetry killer for retail investors. This means you can now potentially.
· Spot SaaS/AI adoption trends
· Verify management claims churning
· Find hidden winners

But the Data is only as good as Ramp’s coverage. B2B spend, no COGS or labor. Risk is selection bias.

[Raghu Gullapalli @Bios4Action]

@wolfejosh @LTwolfe I can attest to the value of your calls Josh. We invested in many of them, especially riding your coattails on your Memory & Chinese thesis. Our returns in this portfolio are astounding, far surpassing our PE returns.

[Raghu Gullapalli @Bios4Action]

Trimmed 1/3 of my Memory investment. Now reallocating to rotate into other areas of constraint.
- power (VST, NRG)
- cooling (VRT)
- networking (AVGO / ANET)

[Raghu Gullapalli @Bios4Action]

@BitcoinSapiens AI crushes the cost of doing.
It doesn’t remove the constraints on getting.
The game shifts
from labor scarcity
to bottleneck control.