Amit Panda

Making sense of the future before it's obvious. Business, Tech, AI, and the occasional second-order thought. Man Utd, against medical advice.

[Amit Panda @Just_aamit]

A few years ago I was a fresh consultant who thought "strategy" just meant making nice slides. These days I'm advising governments and enterprises on transformation programs across the Gulf. Still figuring a lot out.This is where I'll share what I pick up along the way. Tech, business, how to think a little sharper. The occasional Man Utd rant. One honest post at a time.

[The Away Fans @theawayfans]

Harry Kane is 32 years old, married to his childhood sweetheart, has four children, runs his own mental health foundation, and donates regularly to armed forces and mental health charities. He doesn't drink, doesn't smoke, and has spent his entire career in the spotlight without a single scandal attached to his name.

On the pitch, the numbers are extraordinary. His country's all-time top scorer. His boyhood club's all-time top scorer. Six Golden Boots, four in the Premier League, one at a World Cup. Figures that the vast majority of strikers will never get close to.

And yet he remains one of the most written-off and underappreciated players of his generation. A man who has devoted everything to club and country, never once put a foot wrong off the pitch, and embodies every quality you could want from a professional footballer.

If you're looking for a role model, it doesn't get much cleaner than this. The fact it even needs pointing out says everything.

[Amit Panda @Just_aamit]

Bun maska and cutting chai at an Irani café.

Mumbai’s true productivity stack.

[Amit Panda @Just_aamit]

@Steezehuman Hello

[Amit Panda @Just_aamit]

Meta is cutting 8,000 jobs and leaving 6,000 roles unfilled while pushing AI spend to $169B.

This signals a structural shift.

Growth is no longer driven by headcount.
It is driven by compute and intelligence.

[Amit Panda @Just_aamit]

@musing_monica By making your boss look good infront of his bosses.

[Amit Panda @Just_aamit]

@GabbbarSingh Enjoying Coke without any guilt!!

[Amit Panda @Just_aamit]

@NoahKingJr The one who knows AI to code!

[Amit Panda @Just_aamit]

L&T launching a new industrial electronics division feels like a quiet but important move.

India is slowly moving beyond assembly into actual electronics manufacturing.

That shift does not make headlines today.
But it changes supply chains tomorrow.

[Amit Panda @Just_aamit]

@LucaCaponeX @Mike_Scully_ Amazing!! Can you provide a quick summary of what all you need to do this . Claude+ (which apps/platform).

[Amit Panda @Just_aamit]

@TheB00KWarren @Boldizar Is it better than Project Hail Mary & The three body problem?

[Amit Panda @Just_aamit]

@SahilBloom Magnesium Glycinate for sleep and recovery

[Amit Panda @Just_aamit]

@jaredsuniverse super idea

[Amit Panda @Just_aamit]

China’s DeepSeek is previewing a major model upgrade powered by Huawei chips.

This is not just another model release.

This is about reducing dependence on Western AI hardware and reshaping the global AI supply chain.
AI is becoming geopolitical infrastructure.

[Amit Panda @Just_aamit]

Most leaders think disruption is about technology.

In reality, disruption is about business models and customer behavior.

Technology is just the trigger.
Execution is what determines survival.

In enterise transformations, I see this mistake repeatedly.

[Amit Panda @Just_aamit]

@Jason I'm in

[Amit Panda @Just_aamit]

Net-net from today:

→ More capital chasing compute
→ More AI embedded into everyday products
→ More legal and security pressure catching up

The model race didn’t end.

But the infrastructure war just became the real battlefield.

I break down AI shifts like this daily : follow if you want signal, not hype.

[Amit Panda @Just_aamit]

24 hours of AI news, and one thing is obvious:

The AI race isn’t about models anymore.
It’s about compute.
Chips. Cloud. Capital.

Whoever finances the biggest infrastructure wins.

Here’s what actually mattered today. 🧵

[Amit Panda @Just_aamit]

While the infra war dominates headlines,
consumer AI keeps shipping quietly:

• Google expanding Gemini reach
• Maps and Chrome getting deeper AI features
• OpenAI improving image text rendering

The big money builds the future.

The small updates change daily life.