Sumil Sudhakaran

Words, Corporate Narrative, Thought Leadership.
Previously: @coinswitch, Times of India / TOI Plus, Fortune India, Hindustan Times

[Sumil Sudhakaran @SumilVS]

Paul Graham has thrown LinkedIn into the gutter.

Will the lords at @Microsoft finally wake up from their slumber?

[Paul Graham @paulg]

LinkedIn was already slop. All that's changed is that it's now AI slop.

[Sumil Sudhakaran @SumilVS]

What a story!

Hernandez started as a contractor for $28 an hour.

In 2020, he began selling off small chunks of his stake as SpaceX to buy properties around Texas.

His remaining shares are worth around $880,000 at the IPO price.

https://t.co/bFWQlvAqNo

[Sumil Sudhakaran @SumilVS]

Guess what? There is a new longevity influencer: Vladimir Putin.

https://t.co/MEHGoN2GwH

[Sumil Sudhakaran @SumilVS]

@tsurendar It definitely seems counterintuitive. But then again, the biggest wins have often come from counterintuitive strategies. Would be a good test case, nevertheless.

[Sumil Sudhakaran @SumilVS]

A delightful read this is, @tsurendar !!

Two fabulous anecdotes: 💎 The family has never sold a single share in more than 30 years. And this quote: "If all our eggs are in one basket, we will spend sleepless nights — and that's what we should do".
https://t.co/w3kz0QKJ48

[Sumil Sudhakaran @SumilVS]

AI? Too much effort. Semiconductor fab? Oh god, no! Batteries? You can't compete with China!
Feudalism-as-a-service? Oh, tell me more 🫰🤗

#indianstartups

[Khush Mahajan @YesKhush_5]

In Lajpat, you can now pay ₹149/hr for someone to carry your bags, wait in food queues, walk you to the metro, find you a place to sit, and even set up a foldable chair.

interesting biz !!

[Sumil Sudhakaran @SumilVS]

India's first space-tech unicorn is here 🚀

[Bloomberg @business]

Skyroot has become India’s first space-tech unicorn after securing $60 million in fresh funding from GIC and Sherpalo, lifting its valuation to $1.1 billion https://t.co/1zVRLxo6Aj

[Aaron @aaronp613]

White smoke seen from Apple Park to signify a new CEO

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[Sumil Sudhakaran @SumilVS]

NYT wakes up to the Hanumankind storm.

No, honey. It's not 'Bollywood'; it's the authentic brown representation that's going global!

#rap
https://t.co/xW0HpCooVi

[Sumil Sudhakaran @SumilVS]

The Disney-OpenAI deal was always skewed against the House of Mickey Mouse. Now, Sam Altman just took the mickey out of them officially.

#disney #openai

[Aakash Gupta @aakashgupta]

OpenAI just exited the video generation business entirely. App dead. API dead. No video inside ChatGPT. Disney’s $1 billion deal, signed four months ago, is dead.

Read that again. This isn’t a consolidation into the super app. Altman told staff Tuesday that OpenAI is winding down all products using video models. Disney’s own statement says they respect OpenAI’s decision to “exit the video generation business.” The Sora research team is being redirected to robotics.

The reason is sitting right there in the competitive data. Anthropic hit $19 billion in annualized revenue by early 2026 selling text and code. No video generation. No image generation. No consumer social app. No Disney deal. One product surface: chat, code, computer use, all in one place. OpenAI looked at where every dollar of market growth was coming from and saw the answer: coding and enterprise.

So now they’re copying the model. ChatGPT, Codex, and the browser merge into one app. Instant Checkout killed today too. Every consumer experiment is getting cut. What remains is the Anthropic playbook: one app, code and chat, enterprise and developer focus.

The Sora numbers explain the urgency. Total consumer revenue across iOS and Android since September: $1.4 million. Peak month was $540,000. Every video generation burned GPU compute that could have been running inference for ChatGPT or Codex instead. OpenAI’s own head of Sora announced generation limits because chips couldn’t keep up. At $14 billion in projected 2026 losses, every GPU matters.

Google just inherited the AI video market by default. Nano Banana already lives inside Gemini. No standalone app to manage, no separate brand to support. Among the majors, they’re the only ones left. Runway, Kling, Minimax, Luma, and the other independents are still shipping, but none of them have Google’s distribution.

Disney put $1 billion in stock warrants on a product that lasted six months. The deal was announced in December. Characters from Marvel, Pixar, and Star Wars were supposed to be generating fan videos on Sora by now. Instead, Disney is writing a polite press statement about “respecting OpenAI’s decision” while its legal team unwinds a deal that never produced a single licensed video.

Four months from billion-dollar partnership to obituary. That’s how fast the AI product landscape reprices when the unit economics don’t work.

[Sumil Sudhakaran @SumilVS]

A broken or highly skewed market is no open market.
Got stuck in the middle of nowhere on the outskirts of Hyderabad because the city petrol bunk lobby group decided to close outlets to mimic shortage so they can inflate the prices.

[Sumil Sudhakaran @SumilVS]

Lewis and Charles having it a go wheel-to-wheel! 🏎️
Guys, stop being grumpy about the new F1. This is just good ol racing, no matter the tech underneath!

#f1

[Sumil Sudhakaran @SumilVS]

A little peak into the history... to understand the present.

#Iran

[Skyroot Aerospace @SkyrootA]

Introducing #FlowState — a new show where our engineers demystify rocket science.

Episode 1: How do rocket engines survive extreme heat without melting?
Spoiler: Physics is elegant when you use fuel as your coolant.

Watch below 👇🚀

[Sumil Sudhakaran @SumilVS]

Congratulations to all the AI researchers and engineers! This could well become the standard in the top AI startups!

https://t.co/tVD8SzRNn6

[Skyroot Aerospace @SkyrootA]

Rockets do not just lift payloads. They lift aspirations. 🚀
- @gagan_shux
#IndiaToInfinity

[Sumil Sudhakaran @SumilVS]

This is wild!! 💀
And what a teaser! The team behind the podcast is killin it!
https://t.co/OOAY1hhvY4

[Sumil Sudhakaran @SumilVS]

When the headline writes itself.

This here is the brightest spotlight there could be! @SkyrootA's Infinity Campus is inaugurated by Hon'ble PM Shri Narendra Modi! 🚀

[Skyroot Aerospace @SkyrootA]

Lift-off for Infinity🚀

The Honourable Prime Minister Shri @narendramodi has given wings to our dreams: Inaugurating our brand new Infinity Campus and unveiling our flight-ready Vikram-1 orbital launch vehicle.

This moment brings both inspiration and responsibility as we build a future of infinite possibilities.✨

#IndiatoInfinity

[Sumil Sudhakaran @SumilVS]

Skyroot 🚀

[Narendra Modi @narendramodi]

Speaking at the inauguration of Skyroot’s Infinity Campus. It is a significant leap forward for India’s space sector and its future.

@SkyrootA https://t.co/EcLEWEcdIx