Venkat

Entrepreneur, Investor, and Founder of @amzu_tech. Lifelong Learner. Health. Posts are not financial or any other advice 🇬🇧.

[Venkat @VenkatBalakumar]

2026: Tech will be slightly down as the AI bubble will soft land.

Gold: Steady but slightly up in Q1 & Q2, dips somewhat in Q3, steady in Q4.
Silver: Gains
Oil: Same as Gold.

BTC: $100K–$150K. Crypto will pick up.

Not financial advice.

[Venkat @VenkatBalakumar]

@ai_sentience A car, phone, fan, television…

[Venkat @VenkatBalakumar]

If you look at humans doing recursive activities, there is a spark of imagination and inspiration that improvises each iteration. Without those external inputs, recursive tasks will stop. Like the Powerpuff Girls, there is sugar, spice, and everything nice; that everything nice is outside our subconscious, which machines cannot do.

[Venkat @VenkatBalakumar]

@0xSero Don’t forget to rest, then nutrition and the gym.

[Venkat @VenkatBalakumar]

Claude Code (on Max) is painfully slow today. Is it just me or is it for everyone?

[Venkat @VenkatBalakumar]

Cheap energy, manpower and infrastructure in China. Unless these three are present, none of the other models will make a profit.

[Dan Kulkov @DanKulkov]

deepseek API pricing feels illegal

what do you mean i spent $6 on 27.5M tokens?

[Venkat @VenkatBalakumar]

This is how the future of AI will be:
> Not seeing any breakthroughs in the next 3-5 years, as there is not enough $$ for R&D; all money is like that multiple Spidermen pointing at each other.
> Data centre and cooling water: this is a huge issue
> AI will be pushed to local

[Venkat @VenkatBalakumar]

@unusual_whales Confidence in what?

[Venkat @VenkatBalakumar]

Sarvam will be India's only Sovereign AI, but they must be really careful, as they will face challenges with funding and GPU access, as well as other complexities of running a business in a highly controlled location. There are other important challenges, but I am not going to go into them; there are many experts on that.

[Venkat @VenkatBalakumar]

Meme coins damaged crypto's reputation. There you go; I said it; otherwise, $BTC would have gone past $100K.

[Venkat @VenkatBalakumar]

So we all finally agree that AI is not going to take our jobs.

[Venkat @VenkatBalakumar]

Microsoft Copilot will have fewer (real) takers.

[Venkat @VenkatBalakumar]

Codex browser use is the best but still needs some improvement; it struggles with React button clicks, often tries to call the URL directly using a tool it wrote and fails with HTTPS connections. It also fails with burger buttons in the UI.

[Gary Marcus @GaryMarcus]

Three Predictions:

1. Some form of AI, probably neurosymbolic in nature, will come that is far more economical and data- and energy-efficient than LLMs, and it will make an absolute fortune.

2. LLMs, on the other hand, will never be all that profitable (aside from the chip companies selling shovels in the gold rush).

3. Today’s gigantic bets are premature, and most won’t pay off.

[Venkat @VenkatBalakumar]

@GaryMarcus Spot on.

[Venkat @VenkatBalakumar]

> Be AI companies
> provide cheaper accounts for devs to use
> train on their work
> offer it as an enterprise service at full price for AI.

This flow won't work with high cost.

My take is that large enterprises should host their own cheap OSS model.

[Venkat @VenkatBalakumar]

@elonmusk @brivael No, Elon, our minds are tiny, the Earth is vast, but divided by politics.

[Venkat @VenkatBalakumar]

There is no team Claude or Codex for me; everything depends on what my customer wants. For some, I use Claude; for others, I use Codex. I have re-subscribed to Cursor and am pretty impressed by their composer model. There are some use cases for which I use a local Qwen. As a business, whatever works.

[Venkat @VenkatBalakumar]

Remember, we are just < 1% of the population who gets excited for new AI coding model releases; the rest are consumers.