Adi Lingampally

blog: @oliverwyman, prev. @joinautopilot , Epic Systems

[AlgoFlows @algoflows]

Tim Cook: Does nothing as he couldn't acquire talent or GPUs

Analysts: He was playing the long game

Tim Cook:

[Adi Lingampally @adilingampally]

If it delivers on par with Fable 5 (maybe even Mythos?!!), I think we’re going to have to revalue frontier intelligence

[leo 🐾 @synthwavedd]

I think Kimi K3 is going to shock some of the "the Chinese are 8 months behind the Western frontier" people

[Stack Hodler @stackhodler]

If Argentina win tonight, the two people in this photo will face off in the World Cup Final 19 years later.

What are the odds that:

> Baby wins a raffle to get a pic with Messi

> Baby grows up to be a generational talent

> Baby becomes third youngest player to ever start a World Cup final

> Messi remains so great that he would be the oldest outfield player to ever start a final

> Both of their teams beat the odds of reaching a final in the same tournament

The odds of this happening are impossibly small.

And yet we're one game away.

The same year that photo was taken, Messi featured in an Adidas campaign about being too small to make it. The slogan:

"Impossible is Nothing."

[Adi Lingampally @adilingampally]

Wow. Genuinely impressive how fast this tech is. My basic chatbot responses are slower than this.

[Eren Bali @erenbali]

It's time to get out of stealth 👋

Today, we are launching @monogram_ai and announcing our $40m seed round led by DST and Lux Capital.

Monogram is the first AI app that was built around a visual interface, from the ground up.

We created a technology that generates an entire user interface on the fly, in just a few seconds. Ask anything, and instead of staring at a wall of text, you get an interactive visual response.

[Adi Lingampally @adilingampally]

Beautiful. Really well done! Excited for Ep3

[Colin Rich @Colin_Rich_]

Doc Episode 2 is up! Check out “Critical Path”

[Adi Lingampally @adilingampally]

Meanwhile, you gotta clap for the fellas working at the Morningstar research desk.

Space internet? Reusable rockets? We don’t see the economic moat for $SPCX

Cheap shoes and Chinese made commodity clothing? Rock solid moat for $NKE. Buy the dip.

[Muskonomy @muskonomy]

NEWS: Morgan Stanley initiates SpaceX at Overweight with a $300 target and a $600 bull case

The $600 bull case implies an ~$8 trillion market cap. That would make SpaceX the most valuable company on Earth.

Analyst Adam Jonas models revenue rising from $45 billion in 2026 to $319 billion in 2030. He projects $3.3 trillion by 2040.

His thesis is that SpaceX can "convert energy into intelligence at scale." He says its terrestrial AI runs at half the industry cost per watt and deploys 6-8x faster than peers.

Jonas balances the bull case with real risk. He models ~$300 billion in annual capex by 2031 and no positive free cash flow before 2035.

SpaceX needs ~$84 billion of outside capital every year through 2034. Jonas calls raising it one of the biggest risks to his forecast.

SpaceX reports its first public earnings September 2.

(Source: Morgan Stanley research note, July 7)

[Adi Lingampally @adilingampally]

Best thing to happen to Sam and Dario . Lack of access to good open source pushes all of us back to the OAI and Ant oligopoly at their sky high prices. All their AI fear mongering and request for govt intervention has been a great business decision…

…and horrible for consumers.

Regulatory capture at its worst.

[Jukan @jukan05]

CHINA CONSIDERS RESTRICTING OVERSEAS ACCESS TO CUTTING-EDGE AI MODELS

China’s Ministry of Commerce has led meetings over the past month with major AI companies, including Alibaba, ByteDance, and https://t.co/YDe0KRldDB, to discuss measures that would restrict overseas access to cutting-edge AI models, including models that have not yet been released.

The discussions reportedly include not only closed-source models but also open-weight models. However, the scope of application is still under debate, and the rules may ultimately apply only to future frontier models.

Officials have also discussed designating the leakage or theft of proprietary AI technologies as a national security crime, with stronger penalties, as well as restricting the types of foreign capital that can invest in Chinese AI startups.

The backdrop is the U.S. move to strengthen export controls on AI models, along with national security concerns over cutting-edge models that could possess advanced cyberattack capabilities.

Chinese authorities are reportedly concerned that advanced U.S. cybersecurity AI models could be used to exploit vulnerabilities in Chinese software.

Since the beginning of this year, China has continued to tighten measures to prevent AI technology from being transferred overseas. Authorities have investigated whether Chinese AI startups that relocated abroad violated export control laws, while also strengthening oversight of overseas transactions involving Chinese investors, technology, data, and national security concerns.

Future regulations could take the form of a tiered framework based on technological capability. Basic open-source AI models may be managed through a filing system, high-performance models may be subject to security reviews, and the most sensitive frontier models may be banned from public release or restricted to use within China.

[Adi Lingampally @adilingampally]

So this is how NATO unravels…

[Fox News @FoxNews]

BREAKING: Belgium has reportedly been granted the right to appeal FIFA's decision allowing Folarin Balogun to play in tonight's match.

[Adi Lingampally @adilingampally]

Crazy chart

[Philip Engberg @philipengberg]

There’s not a single legacy auto maker on this list. It’s Tesla and the Chinese. That’s it.

[Adi Lingampally @adilingampally]

It’s a simulation

[@HeyRatty @HeyRatty]

Brad Stevens trading Jaylen during Bill Simmons’ colonoscopy would be an incredible bit.

[Adi Lingampally @adilingampally]

We’re all waiting for this kid to grow up and wow us! No pressure.

[Gene Smith @GeneSmi96946389]

Pregnancy confirmed

[Adi Lingampally @adilingampally]

Thank you Mr President 🇺🇸

[Donald J. Trump @realDonaldTrump]

Add the 2026 World Cup to our long list of accomplishments!

[Adi Lingampally @adilingampally]

Dario got us rooting for China. Smh.

[Lisan al Gaib @scaling01]

how can you not like deepseek

thank you lord wenfeng for continuing to make intelligence too cheap to meter

[Adi Lingampally @adilingampally]

Dario looking at GPT2:

“Now am I become death, the destroyer of worlds.”

What a pompous nut job.

[ℏεsam @Hesamation]

I bet he’s fun at parties.

[Adi Lingampally @adilingampally]

😂 😂 😂

[Prem @premmpinto]

@Tesla_Optimus Wait, I am the interviewer 😳

[Adi Lingampally @adilingampally]

I can’t sleep till I know the answer to this

[Legion Hoops @LegionHoops]

What’s happening to Thanasis.

[Adi Lingampally @adilingampally]

Oh no! The 9-figure guys are mad at the 10-figure guys again!

[Ro Khanna @RoKhanna]

This is just intellectual nonsense @friedberg and wouldn't get a passing grade at a place like University Chicago in a freshman seminar. You know that.

I can't believe you are defending without a shred of introspection the unfair and lopsided economy where nearly 80 percent of Americans believe the American dream is dead, but 19 billionaires are worth as much as 12 percent of our GDP (three times the concentration of the gilded age). It's a comparison, and I get the difference between stock and flow.

Do you not believe that there must be some democratic check on "blind economic forces" and "blindly selfish men" seeking to hoard this nation's wealth and power. There must be some check to rampant speculation, monopolization, and war profiteering where the capital class builds fortunes in its sleep, but nurses, teachers, doctors, firefighters, carpenters, HVAC technicians who work long days can't afford to even buy a house.

I am for a free enterprise system that works for hard working men and women in every part of America, not just the connected and privileged.

I am for a patriotic capitalism, instead of an extractive capitalism.

I celebrate entrepreneurs and those that build businesses. I am absolutely not for taking away their property or having the government control their business.

A private sector is necessary to be a free society so that government does not control every aspect of our life.

But men should not be allowed to buy politicians with their wealth and skew the laws in their favor.

They should not be allowed to evade justice as we saw with the Epstein class.

They should pay a fair tax before they die, like ordinary Americans do, so that every American can have the basic necessities of healthcare and education.

There are many business leaders who still believe in the social contract and recognize their obligations to their employees, to the community, to their customers, and to our nation. I call them economic patriots.

The problem is with arrogance of those billionaires who believe they are better than us, that they are entitled to rule, that somehow they are better allocators of capital than the American people. Really? The American people who defeated Nazism and communism, funded the Moon landing and creation of the internet, and who have built the greatest economic engine the world has seen.

I want an America where every has the chance to build wealth, where the political opinion of a billionaire does not matter more than that of a nurse, and where the success of our business leaders leads to the success of all Americans.

When young people start cheering prominent business leaders, you will know we are headed in that direction. Right now they are being booed, not by politicians, but by an entire generation that feels forsaken.

[Adi Lingampally @adilingampally]

Wish granted

[Jalen Brunson @jalenbrunson1]

I just want to be successful thats all..

[Adi Lingampally @adilingampally]

I’ll remember today for a long time. My favorite company $SPCX, pursuing a crazy mission - making life multiplanetary - decided to let us all partake in this awe inspiring journey. I hope they succeed so that my three boys have a future to be excited by.

🚀 🚀🚀