Mahesh Kumar

Materials Sci, Computer Science, - dad to GNAO1 warrior princess. bassist, guitarist, curiosity may have killed the cat, it keeps me going. love rule breakers

[Mahesh Kumar @MKumarTweets]

@20th_Centurygal instead of saving just one of them i would just jump off a bridge. what would be the point of losing 4 of them to save one of them :-)

[Mahesh Kumar @MKumarTweets]

@shaunmmaguire not that it matters or that you would pay attention, but I find myself agreeing with you @shaunmmaguire

[Mahesh Kumar @MKumarTweets]

@pitdesi I ran the numbers for a 10K investment using your algo (monthly contrarian rotation Hated M7), vs an equal weight buy & hold Mag 7 vs. buy & hold QQQ , over a 2 year horizon. HatedM7 wins hands down unless I errored. in 24-month run there were 24 evals but only 9 stock switches

[Mahesh Kumar @MKumarTweets]

@pitdesi Is the 162% Mag7 return an 'equal weight buy and hold (no rebalancing)' strategy?

[Mahesh Kumar @MKumarTweets]

@20th_Centurygal Pat Martino

[Mahesh Kumar @MKumarTweets]

@20th_Centurygal going to see Rush next months. First time seeing them without the Professor.

[Mahesh Kumar @MKumarTweets]

@AnatoliKopadze what is the probability openai is actually much further ahead of anthropic and xAi? brakes till we catch up?

[Mahesh Kumar @MKumarTweets]

@20th_Centurygal Red Barchetta by Rush. Right when you think the song is over the band goes back to playing the intro. The song could go on for ever in an endless loop

[Mahesh Kumar @MKumarTweets]

@20th_Centurygal Rush

[Mahesh Kumar @MKumarTweets]

@EvanHub putting it in perspective:

[Mahesh Kumar @MKumarTweets]

@AuthorGFAllen Any book by P.G. Wodehouse and you will be hooked.

[Mahesh Kumar @MKumarTweets]

@RayDalio In some ways, when money is removed from the equation (the era of the plenty as some put it), things will become very interesting. What defines one's true passion will surface and take wing.

[Mahesh Kumar @MKumarTweets]

@kekius9 Elon Musk first began predicting fully autonomous, driverless cars around 2015, claiming complete autonomy was roughly two years away. this is a timeline he has repeatedly reset over the last decade. How do we believe? Yes we have cybercabs geo fenced in a few places

[Jakub Pachocki @merettm]

I wrote about the state of AI, why I’m concerned about the next few years, and the choices we need to make to keep the future in humanity’s hands.

An Alien Mind: https://t.co/FeIfWNe0UE

[Jensen Huang @JensenHuang]

@ChaseLochmiller @OpenAI GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years.

AGI has arrived. Congratulations @OpenAI team.

400K GPUs coming online next.

[Mahesh Kumar @MKumarTweets]

@Jason much higher if you consider more than just humans - groceries/restaurants (drones will take some of that), but current world rides market is north of 30B annually and includes delivery. Here's reported (rides+del) 2025:
Uber ~14B, Lyft ~1B, Didi ~13B. Then you have Grab, Bolt etc

[Mahesh Kumar @MKumarTweets]

@garyblack00 @RandyWKirk1 When it (TSLA) does not have a monopoly (on AV, and as is the case - Waymo, Zoox are ahead), and loses manufacturing edge (the whole cost per mile argument) to others as well (AV+incumbents), the advantage actually moves to the distribution (Uber) layer.

[Mahesh Kumar @MKumarTweets]

@johnternus Welcome John. May I see your 30/60/90 day plan 🤣

[Mahesh Kumar @MKumarTweets]

@elonmusk @BrianRoemmele @GavinSBaker At this rate, next they’ll blame @elonmusk and his orbital AI initiative for global warming because he will literally radiate heat into space

[Mahesh Kumar @MKumarTweets]

@DealsDhamaka @RandomHuman789 There are alternatives.
(1) it is called a gate pass. It lets non-ticketed people go through TSA security to walk family members to their departure gates.
(2) Also international airlines all provide the following:
(a) Gate Meet-and-Greet
(b) Language Help