Biplav Mehta

mind. body. wallet.

[Biplav Mehta @Biplav_Mehta]

for AI/Agents to help companies genuinely increase revenue or decrease cost, the total tokens per dollar per watt has to be lower than the fully loaded time cost of human doing the same task.

right now the unit economics just doesn’t work.

@AnthropicAI

[Biplav Mehta @Biplav_Mehta]

men who smile all the time, look visibly happy are gay

[CineVow @cinevow]

Jake Gyllenhaal eating alone

[Biplav Mehta @Biplav_Mehta]

$ALAB

93% revenue growth last year.
15-18% sequential guidance for next Q.
TAM is set to go from $2.5B to $25B by 2030.

People keep debating the valuation. They're asking the wrong question.

The market doesn't care about anything more than the rate of change of growth.

[Biplav Mehta @Biplav_Mehta]

$ALAB — Astera Labs

AI racks need to talk to each other. ALAB makes the connectors and switches that handle it.

+93% revenue YoY
$6.5B Amazon lock-in through 2033
Software platform = switching costs

The tollbooth of AI communication.

[Biplav Mehta @Biplav_Mehta]

you look STUNNING, but i’ll have to give it a paas.

[Biplav Mehta @Biplav_Mehta]

$CIEN — Ciena

Optical networks connecting AI data centers globally. #1 in the world. No close second.

+40% revenue YoY
+290% EPS YoY
Direct cloud revenue +76% YoY

Stock +700% in 1 year. Still raising guidance.

Save this thread.

[Biplav Mehta @Biplav_Mehta]

If AI capex keeps compounding, the companies that physically make it possible will print money.

Not the model companies. Not the app companies.

The connectors. The memory. The lasers. The networks.

Here's who owns each layer and the numbers behind them.

[Biplav Mehta @Biplav_Mehta]

$NBIS — Nebius

GPU cloud for AI builders who can't afford their own data centers.

NVIDIA: $2B strategic investment
Meta: $12B deal + $15B extension option
Revenue: 6.8x YoY

Not profitable. $20B capex target. High risk, high upside. Size accordingly.

[Biplav Mehta @Biplav_Mehta]

obsession is such a nonsense movie. it should never have been made in the first place.

[Shashi Tharoor @ShashiTharoor]

Deeply shocking to read this official US statement, which contains absolutely no expression of regret or condolence for the loss of innocent Indian lives. How can a “friend” and strategic partner be so deeply insensitive?

Why couldn’t a non-compliant commercial vessel have been stopped using other, non-lethal means? Is it not possible to disable a ship's propulsion or steering without firing missiles targeted to kill civilian crew members?

Practically every merchant ship navigating these crucial waters has Indian crew on board. Are they all considered fair game for US missiles now?

This approach is unacceptable and I hope @DrSJaishankar had said so to @marcorubio.

[Biplav Mehta @Biplav_Mehta]

we’re in a bull market for next couple of weeks.
you’d be tempted to believe you’re a genius- don’t.

[Biplav Mehta @Biplav_Mehta]

A $240 investment in @claudeai has to be one of the best investments I’ve ever made.

[Biplav Mehta @Biplav_Mehta]

@leantolearn true. this is exactly how it should be.

[Biplav Mehta @Biplav_Mehta]

sugar is poison

[Biplav Mehta @Biplav_Mehta]

you can’t make through a challenge unless you are physically, mentally fit.

[Biplav Mehta @Biplav_Mehta]

if Tata Electronics executes the ASML partnership well, it could become one of India’s largest and most strategic companies in the coming decade.

excellent move. we need many more such high-tech collaborations, Mr Prime Minister 🙌🏼

$ASML

[Sidhant Sibal @sidhant]

TATA Electronics & Netherland's ASML sign an agreement on semiconductors

[Biplav Mehta @Biplav_Mehta]

@narendramodi commitment from a giant like TCML is huge, we need many more partnerships / technology transfer deals for India 🙌🏼

[Biplav Mehta @Biplav_Mehta]

play your character and let the life unfold as it should