Vinay Ghule

Intrapreneur & Lean Digital Thinker

[Vinay Ghule @VinayGhule]

Great move...

[Cursor @cursor_ai]

We're excited to join forces with @SpaceX to advance the frontier of useful AI. Expect significant improvements to Cursor soon.

[Vinay Ghule @VinayGhule]

@VaibhavSisinty @grok can you verify this.

[Andrej Karpathy @karpathy]

Judging by my tl there is a growing gap in understanding of AI capability.

The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code.

But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along.

So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions.

TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.

[Vinay Ghule @VinayGhule]

I'm on the waitlist for @perplexity_ai's new agentic browser, Comet: https://t.co/Yo18GZxZLJ

[Vinay Ghule @VinayGhule]

What's happens to this in the new world of 'X'. @elonmusk

[Vinay Ghule @VinayGhule]

ChatGPT

[The Product Folks 🚀 @TheProductfolks]

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#AIwithTPF

https://t.co/urPK6vxfnP

[Vinay Ghule @VinayGhule]

@tataplayfiber I am without internet for more than 2 days. In todays world of hybris work this is unacceptable.

My complaint shows resolved whenever I speak with call center executives.

Requesting you to address this on Priority.

[Vinay Ghule @VinayGhule]

@malpani What is that?

[Vinay Ghule @VinayGhule]

@tataplayfiber no internet connection since morning. I have messaged you customer Id. Customer Care is not reachable. Pls help.

[Vinay Ghule @VinayGhule]

@malpani Just like we filter out bad content on social media by being selective and careful.

[Vinay Ghule @VinayGhule]

@malpani I think Zerodha is also bootstrapped with $2 bn valuation. Indian example.

[Vinay Ghule @VinayGhule]

@malpani Good Products talk to their users...

[Vinay Ghule @VinayGhule]

@malpani Time to consider decentralized, blockchain based cloud storage - Storj. You become the master of your data...

[Vinay Ghule @VinayGhule]

@malpani Money’s greatest intrinsic value—and this can’t be overstated—is its ability to give you control over your time.
~ Morgan Housel

[Vinay Ghule @VinayGhule]

Your ability to see through things is constrained by your own thoughts and...
Sometimes its just the fog outside!

[Vinay Ghule @VinayGhule]

@malpani Brutal honesty 😄

[Vinay Ghule @VinayGhule]

@murtuzi @malpani Same as what internet banking did to branch banking. Its another evolution.

[Vinay Ghule @VinayGhule]

@malpani @PeteJaison @psr_abhijith They do not compete with traditional banks rather augment them. Currently all of them are using Federal bank in the background.

[Vinay Ghule @VinayGhule]

@malpani Rich people may not always be wealthy and wealthy ones may not portray as being rich.