Sunil S. Rawat

Distributed Systems. Distributed Algorithms. Risk Management. Underwriting. Stress Testing. Econ. Bad Jokes. AI.

[Sunil S. Rawat @_sunilrawat]

Bhangra is too joyful for serious business people and cash flow machines. Show it down.

[李狗蛋3.0 🔶 @zkgoudan]

抛开几年前元宇宙 被割的经历， $META 是我唯一不碰的 美国互联网公司股票，相比 Google来说，我觉得这家股票严重高估

看完这个视频，我觉得我要去做空它了

[Sunil S. Rawat @_sunilrawat]

Rumor

[Mr.Indo Jin @misterindojin]

@minnesota_jen @AlecStapp Unlike America, almost all startups in India are founded by Indians 😂

[Sunil S. Rawat @_sunilrawat]

@KantInEastt Haath ke mail ke bigair swaad nahi aatha bhaiji varna yes best Italian food, pizza, and many other best cuisines…Japan has it figured out

[Sunil S. Rawat @_sunilrawat]

A guy named Karpathy worked on automating the path of cars. I only now realized this. Doh!

[Sunil S. Rawat @_sunilrawat]

@NaveenGRao @giffmana @elonmusk I've heard that it's fastest data xfer is SSDs on scramjets so perhaps this is how SpaceX is playing here inter rack.

[Sunil S. Rawat @_sunilrawat]

@giffmana @NaveenGRao @elonmusk church!

[Sunil S. Rawat @_sunilrawat]

I’m a recovering generalist.

[Sunil S. Rawat @_sunilrawat]

@elonmusk everyone I know swears by their Model Y. Pity that to upgrade my electricity in Sunnyvale to get electric charging...is a ~75k project.

[Sunil S. Rawat @_sunilrawat]

@pmarca Heard the Vatican is going to distribute their trillions to the poor

[Sunil S. Rawat @_sunilrawat]

@DavidSacks Just like EDA sw didn't reduce the need for chip designers, it just allowed us to build much more complex chips...Software Design Automation (SDA) doesn't reduce demand for software engineers. Only lower software demand would do, which isn't happening for the 10-15+ years

[Sunil S. Rawat @_sunilrawat]

@asanwal @sciencegirl They’re learning food coma naps post fettuccine alfredo

[Sunil S. Rawat @_sunilrawat]

Just had some Abu Dhabi chocolate. It was richer.

[Sunil S. Rawat @_sunilrawat]

Dang it I thought Spielberg was into data center production now

[Patrick OShaughnessy @patrick_oshag]

Gavin Baker: "I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble."

"If Taiwan Semi did what Jensen wanted, Nvidia could sell $2 trillion of GPUs in 2026 or 2027.

But there is a limit where consumers would consume so much that you'd probably be in an overbuild.

And you are starting to see companies go to Intel and Samsung.

A lot of this may come down to the degree to which Taiwan Semi can maintain a lead over Intel and Samsung and the pace at which they expand capacity.

If I were to watch one thing to understand whether there's a bubble, it's Taiwan Semi's capacity decisions.

There's a Goldilocks zone where they expand enough to make it hard for Intel or Samsung to emerge as a second source, but they also keep the fundamental constraint on wafers that helps us avoid a bubble."

[Sunil S. Rawat @_sunilrawat]

cash flow free. there is said it.

[sophie @netcapgirl]

i’ve been in sf for a month and i’ve heard “agentic” more times than i can count but haven’t heard “free cash flow” once

[Sunil S. Rawat @_sunilrawat]

Why don't data centers just use Coke Zero? It is an effective coolant. For the average unfit nerd with a bloated energy consumption like me...it's often better than water.

[Sunil S. Rawat @_sunilrawat]

@naval just tell em...Condenser version: Data centers generate water.

[Sunil S. Rawat @_sunilrawat]

@nikitabier Costco packs of hot links

[Sunil S. Rawat @_sunilrawat]

Too big to jail >> Too big to fail

[Sunil S. Rawat @_sunilrawat]

Does anyone know what is with the dozen or so emails a day from all different emails saying a family office wants to invest 2-35m? Are other founders getting these? it's been getting worse and worse over the last 5 months

[Sunil S. Rawat @_sunilrawat]

@AntarYaami somvaar ka upvas hai kal bhai

[Sunil S. Rawat @_sunilrawat]

I am pleased to announce that I will be pleased to announce something really big really soon.