Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock”
But he reveals he hasn’t backtested the idea.
So we did.
In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!
Unpopular opinion: OpenAI is the Netscape of AI. Pioneering, but destined to fade. Why?
1) Capital inefficiency. Competitors like xAI and Anthropic scale smarter with less burn. In AI, efficiency wins.
2) Bleeding cash. Retail-heavy scaling demands endless marketing. No quick fix.
3) No fallback revenue (unlike Google or SpaceX)
4) Progress lagging. Claude's accelerating fast, Gemini's integrated everywhere, xAI's pushing boundaries, Chinese models grabbing share. ChatGPT's lead erodes.
5) Survival depends staying ahead, hype-fueled valuations and raises. Can't fundraise? Game over.
The warchest they just raised helps through a planned IPO, but will it be enough?
Thoughts? Will OpenAI adapt or flop? #AI #OpenAI #xAI #UnpopularOpinion
We might already live in the singularity.
Moltbook is a social network for AI agents.
A bot just created a bug-tracking community so other bots can report issues they find.
They are literally QA-ing their own social network.
I repeat: AI agents are discussing, in their own social network, how to make their social network better.
No one asked them to do this 🦞
This is a glimpse into our future.
Personally I think Tesla’s announcement yesterday is absolutely brilliant.
EV cars are becoming a commodity – China is flooded with EV companies, each one cheaper and better than Teslas. Competition from China will continue to drive price competition and margin deterioration in EVs.
Tesla is changing the game to a segment where they have the advantage and can win, and where early lead can provide data advantage to consolidate their position.
Most companies would stay in the same game until they have completely bled out – it takes incredible boldness to leave while they’re ahead.
Reading what the CEO of Anthropic wrote, it is more clear than ever you basically have less than a 5 year window to hyper-gamble your way into elite status or end up a serf for life
We're in the Endgame now.
BREAKING 🚨:
Sen. Josh Hawley just reintroduced the "PELOSI" Act to Congress
PELOSI = Preventing Elected Leaders from Owning Securities and Investments Act
Unbelievable performance by Vaibhav Suryavanshi - scoring a century against a team full of seasoned international players and that too in just 35 balls!!
India’s cricket future is very bright 😁
Hats off Rajasthan Royals for even taking a bet on a 14 year old kid.
On Republic Day 2025, BNC is proud to launch 'Perfetto' - The Perfect Scooter: A seamless blend of innovation, style, and performance.
Available at our dealerships from February!
#BNCMotors#Electric#Comingsoon#Nammaooruev#IndiakiEV
#Axiscades
Got a chance to interact with management in Bangalore during analyst meet. Key takeaways
- the passion, the expertise, the experience, the relations and the sheer intensity of SRN and new team impressed me
- he is not talking incremental change or incremental growth, he is talking complete transformation and exponential growth
- focus is super clear - technology company and not service company.
- aerospace, defense and semiconductor remains the way forward, trim auto, heavy industries and other low margin verticals. Closed down loss making digital vertical.
- certain defence programs in near future presents big opportunities for AxisCades.
- I’m invested and super excited after the meeting
One of our customers in Chennai, Mr. Nijandan, offered an honest / unpaid review of our bike to popular Youtuber Mr. Arunai Sundar. This is why we do what we do 🙏
https://t.co/Zn50EnOpqU