1. We will keep accelerating. Our AI efforts are only 3 years old, vs 6 and 10 years old for Anthropic and OpenAI. If our second derivative remains strong, SpaceX will reach pole position in about 6 months.
2. Once you far exceed the caliber of intelligence needed for a class of tasks, additional intelligence is pointless. You don’t need (and it would be cruel to put) Newton-level intelligence in your toaster!
3. Hardware is hard. Bringing massive compute online rapidly is incredibly difficult. SpaceX has demonstrated exceptional ability in this regard and will only get better.
To the 16-year-young startup Zerodha, happy birthday
Key learnings from the day: Nithin is back and can laugh sometimes, after a long time ❤️. Seema is cancer-free and auditioning for Wonder Woman soon. Karthik is getting jacked. Venu is very good-looking. And Deepa, Kailash Nadh’s wife, always looks happier when he is not in the room..
Different things set different companies apart. For Zerodha, that distinction, I think, could be how many of the same people were in the room 15 years ago: no kids, no white hair, no things :)
Here’s hoping that 16 years later (2042), we are all still in the same room ❤️
@zerodha@Nithin0dha