Abhishek Gaurav

I like sharing thoughts around trends in Industrial Automation, Smart Infrastructure and Battery Technology. Views are personal.

[Abhishek Gaurav @ab_g_tweets]

The path to success is too simple to follow.Human minds like distractions and disorder.

[Abhishek Gaurav @ab_g_tweets]

@lakshya_sen @amitabhk87 You are a champ. We believe in you.

[Abhishek Gaurav @ab_g_tweets]

"Crashing battery prices make the economics of adding large-scale energy storage much more attractive. Prices of turnkey energy storage systems are already down 43% from a year ago, and our team at BNEF is watching for that segment to soak up some of the additional supply. Overcapacity isn’t going anywhere anytime soon, but BNEF expects global stationary storage installations to rise to 155 GWh this year, up 61% from last year." (Bloomberg)

https://t.co/rD4IRAORae

[Abhishek Gaurav @ab_g_tweets]

@neelkanthmishra Very powerful and on-point. Even with tariffs imposed, many Chinese industrial goods continue to stay highly competitive in global markets.

[Abhishek Gaurav @ab_g_tweets]

What China has been trying to do through its “Large-scale Equipment Renew” program is a very interesting playbook to boost “industrial demand” in a mature and developed economy. And, ensure that it continues to stay at the top of industrial dominance in the years to come.

Government has identified several heavy manufacturing industrial sectors e.g., Railway Locomotives, Construction Machinery, Heavy Duty Trucks (HDT), etc. that need to be renewed (within next 5 years), if they have crossed certain threshold level of years in operation e.g., >10 years in the case of construction machinery, China III Standard Trucks, etc.

This is expected to have huge spill-over effects lower down the value chain across several industries, primarily driven by "equipment replacement demand", which is a huge addressable market in China totalling approx. ~$700B.

It is also supplementing this policy with what it typically does best i.e. offering subsidies and low cost loans “directly to end-users”. This may well mark the beginning of a super industrial capex cycle in China whose GDP in the last few years has failed to keep pace with its envious track record of consistent GDP compounding over preceding 40+ years.

[Abhishek Gaurav @ab_g_tweets]

One of the firsts which got me hooked to Nolan's world of magic.

[Movies with Milan 🍿 @MilanBarsopia]

INCEPTION - Christopher Nolan’s most discussed film, released today in 2010.

Because of its mind-bending plot, extraordinary visuals and complex storytelling, it became an instant classic. Here are some interesting facts about the film that you should know.

A thread 🧵 1/31

[Sagar @sagarcasm]

No grand celebrations, no boat party, just a one-candle and small cake shared with friends who never badmouth you behind your back

[Nirant @NirantK]

BLR is 3 emotions:

Bellandur, Kadubessanali, Sarjapur and Whitefield: When will I get promoted?

Kora, HSR, Indiranagar: When will my startup raise next round of funding?

Jayanagar, Malleswaram, RR Nagar, JP Nagar: When can I raise the rent for my house in above areas?

[Abhishek Gaurav @ab_g_tweets]

The Man. The Myth. The Legend.

[Abhishek Gaurav @ab_g_tweets]

Amazed at how cricket in India continues to produce rags-to-riches story. Just by dint of pure, raw & unadulterated talent. The only other player with so much composure in chase is probably MSD. Rinku is a must have for the national T20 squad.

[Vikram Chandra @vikramchandra]

This Rinku Singh!
Please get him into the Indian T20 squad soon.

[Abhishek Gaurav @ab_g_tweets]

Insightful observations on AI by @DAcemogluMIT, (whose writings I grew up reading). It'll exacerbate inequality and lead to centralized sources of truth (and a near market duopoly), which is not necessarily good for democracy. Will be interesting to see how this plays out.

[Daron Acemoglu @DAcemogluMIT]

This is a thread about what was right and what was wrong in the recent Senate hearings on AI harms featuring @OpenAI CEO @sama, as well as @IBM's @_ChristinaMont and @GaryMarcus (one of the researchers in this field I respect most).

[Abhishek Gaurav @ab_g_tweets]

Aptly put.

[Naval Quotes @NavalQuotes247]

"Money doesn’t buy happiness - it buys freedom."

@naval

[Abhishek Gaurav @ab_g_tweets]

@chatgpttrader As someone already pointed out, one or a few funds being managed by LLM is okay. But if all large funds are automated via LLM, what will really drive the alpha, remains a big question. Would be interesting to see how rules of large scale stock investing will be rewritten.

[Abhishek Gaurav @ab_g_tweets]

@puneetiitm @vansh_pandita ~20Cr annual profit per offline store is indeed huge. Number of stores, 20, looks directionally accurate. Quick Google search indicates Mumbai/Thane - 7, Delhi/GGN/Noida - 5, Bangalore - 2, Chennai - 1, Kolkata - 1, Pune -1, Chandigarh -1, Hyderabad -1, Jaipur -1.

[Yann LeCun @ylecun]

Quote from @geoffreyhinton :
"There are very few examples of a more intelligent thing being controlled by a less intelligent thing."
Have you looked at your:
Head of state?
Elected representative?
Pointy-haired boss?
Pastor/rabbi/imam/guru?
PhD advisor?
Cat?

[Abhishek Gaurav @ab_g_tweets]

@paulg My hypothesis: Sample selection bias. On an average, men with lower aptitude (vs. women) are choosing less valuable university degrees.

[Abhishek Gaurav @ab_g_tweets]

@cnha "Some people would love to have your bad days". Important to be grateful for what one has.

[Morgan Housel @morganhousel]

Some things I think.

https://t.co/uyweVVsPT5

[Morgan Housel @morganhousel]

The fastest way to get rich is to go slow.

[Abhishek Gaurav @ab_g_tweets]

Every econometrics professor should use this chart to explain sample selection bias. That a country can have one of the lowest per-capita incomes globally and yet be top of the leaderboard on a similar metric elsewhere.

[Abhishek Gaurav @ab_g_tweets]

Very heartwarming to read.

[World Bank India @WorldBankIndia]

World Bank-supported #DidiKiRasoi in #Bihar has created over 1,200 women entrepreneurs, who are managing kitchens and canteens in district hospitals and institutions in the state.

🔗 Know more: https://t.co/Z9XcJIdiN2
#IWD2023 #HumWomaniya #JEEViKA 👩‍🍳