Pranav Kiran

SaaS, AI and crypto takes @Breakingviews

[Pranav Kiran @PranavKiranBV]

@StragglerLiu @Breakingviews Really good spot. That's likely why the market values powered shell providers more richly than integrated neoclouds. Piece here: https://t.co/ad6Gq2e4h7

[Shaher Al Jarjawi- Mechanical Engineer @ShaherJar]

@Breakingviews @PranavKiranBV My thought: this needs to move fast.
AI is changing infrastructure, and time is become so critical.
Who is next?
#AI #DataCenters #Energy #Canada #Infrastructure

[Pranav Kiran @PranavKiranBV]

8/8 Read the full piece here: https://t.co/lNhPlXBqRN

[Pranav Kiran @PranavKiranBV]

4/8 𝗧𝗵𝗲 𝗖𝘂𝗿𝗿𝗲𝗻𝗰𝘆 Why now? Despite $NVDA’s higher margins, $AMD’s stock is trading at a premium multiple.
• $AMD : ~34x (12-month forward EV/EBITDA)
• $NVDA : ~13x
Expensive equity is your strongest currency for a strategic asset. 💰

[Pranav Kiran @PranavKiranBV]

7/8 𝗧𝗵𝗲 𝗥𝗲𝗮𝗹𝗶𝘁𝘆 𝗖𝗵𝗲𝗰𝗸 $NVDA’s lead with Omniverse is undeniable, but the robotics boom is moving fast enough to create cracks. With a $1T market cap, $AMD can afford to take a swing. 🏁

[Pranav Kiran @PranavKiranBV]

3/8 𝗧𝗵𝗲 𝗖𝗼𝘂𝗻𝘁𝗲𝗿-𝗠𝗼𝘃𝗲 Li’s World Labs and their "world models" focus on spatial intelligence to train robots. Inside $AMD it can replicate Nvidia’s full-stack advantage.
• Robotics mkt: $2.5T by 2035 (JPM)
• Humanoid output: Doubling every 6 months (Epoch AI)

[Pranav Kiran @PranavKiranBV]

1/8 @AMD ($AMD) just teamed up with the "Godmother of AI" to finally challenge $NVDA in robotics. 🤖

@drfeifei’s @theworldlabs is now part of the chipmaker for $8.2B. Here’s what this means for the rivalry with Jensen Huang. 🧵👇

[Pranav Kiran @PranavKiranBV]

2/8 𝗧𝗵𝗲 𝗣𝗿𝗼𝗯𝗹𝗲𝗺: The Software Moat
$NVDA’s superpower isn’t just GPUs. It’s bundling CUDA to clients in AI, robotics etc.
Result: A widening profitability gap.
• $NVDA EBITDA margin: ~60%+
• $AMD : Much lower (See chart below) 📉

[Pranav Kiran @PranavKiranBV]

On to the next one

[Pranav Kiran @PranavKiranBV]

1/8 Finished @shaneparrish’s The Great Mental Models Vol 1. 📚 Mixed bag overall. Here’s a run-through of what stuck and what didn’t:

[Pranav Kiran @PranavKiranBV]

8/8 Overall Most chapters boil down to a few sentences; the rest is filler. The real value is the occasional "ego check" that forces you to be honest with yourself.

[Pranav Kiran @PranavKiranBV]

Read here: https://t.co/P3mcaYyTus

[Pranav Kiran @PranavKiranBV]

1/8🧵The real bottleneck in AI isn’t chips — it’s POWER.

Bitcoin miners snapped up massive power access duringthe crypto boom. Now, they’re using all that power to cash in on the AI gold rush.

I dove into how this shift is changing the industry. 👇

#AI #Bitcoin #DataCenters

[Pranav Kiran @PranavKiranBV]

8/8

But the economics are changing fast. Newer deals from ($IREN) top $20 M/MW. ($CRWV) is flagging $40M!

Who wins out in the long run? MW or Mhz? 👇

#Crypto #ArtificialIntelligence #Investing