Akshay Bhagat

AI, Robotics, Culture & sometimes Edamame 🫛

Onions expressed here are my own.

[Akshay Bhagat @AVBehavior]

Math is gym for the mind & Mathematicians are the 'gym bros' of the academic world.

[Akshay Bhagat @AVBehavior]

@MattBruenig More than 25% of the Norwegian economy is based on oil, gas and other natural resources which disproportionately affects this graph.

[Akshay Bhagat @AVBehavior]

@SajithGowda @indianmatrix If you account for inflation and popular growth, debt per citizen has grown slower than GDP per capita growth which means that India is on a sustainable path

[Akshay Bhagat @AVBehavior]

@RobertB04028123 @CSElmendorf Yes because the Menlo park historical association nominated the building mid review.

[Akshay Bhagat @AVBehavior]

@RobertB04028123 @CSElmendorf They switched from an environmental objection to an objection based historic grounds.
This has been one bad faith act after the other by the city admin

[Akshay Bhagat @AVBehavior]

@radbackwards Urgent Care is pretty quick, at least in the bay area.

I had an eye issue at 6:45 pm and a doctor was checking my eye under UV light with yellow dye by 7:15pm.

[Akshay Bhagat @AVBehavior]

No money changed hand for this deal, Sony featured BMW cars in the spiderman movie and BMW played this theme in their cars.

This will not be perceived as an ad by most BMW users, it's more akin to the Christmas & new year light show drops that Tesla does.
It only works because the spider man release is perceived as more of a cultural event than a commercial one. This definitely wouldn't have worked for other movies or products

[Akshay Bhagat @AVBehavior]

@vocalcry The best place to live in Boston is actually just outside of Boston, in Cambridge.

But the food sucks almost everywhere & I am not sure why

[Akshay Bhagat @AVBehavior]

@mukund GCP is at a 100B run rate based on this quarter & growing much faster than the other two.

[Akshay Bhagat @AVBehavior]

@erik_engquist @SoBendito By this logic someone who bought and held even 10000 USD of Apple stock in 1980 is a middle class person with 34M in assets today.

[Akshay Bhagat @AVBehavior]

@itsolelehmann Most of these are distractions and won't contribute significantly to their revenues.

I predict that both OAI and Ant will quit these side quests sometime after their IPO.

[Akshay Bhagat @AVBehavior]

@defyneric That's a neat way to transfer even more shareholder wealth to executives.

If the company spends more, shouldn't the company itself get more benefits?

[Akshay Bhagat @AVBehavior]

One of the advantages of custom silicon is that you can optimize it for the general model architecture in this case LLM's.

GCS has gone one step deeper and started making chips optimized for their specific model architecture ( Gemini).

GCS will be able to offer frontier performance for much cheaper than AWS simply because they're even more vertically integrated.

[Akshay Bhagat @AVBehavior]

@Deshpacito661 Cities and districts need to be able to control their sources of revenue and raise property taxes as needed.

Property taxes are too low in India.
In the US taxes can be as high as 3 % of the appraised house value

[Akshay Bhagat @AVBehavior]

@Steve_Sailer Just like Odysseus, his friend inflated their stories a bit.

[Akshay Bhagat @AVBehavior]

This is not a failure of the sensor stack but the failure of a company (Luminar) to fulfill its production commitments.

Anyone from the automotive industry knows the criticality of supply chain.

The most conservative automotive companies maintain alternative suppliers for almost all their components.

Installing a sensor delivered by just one American startup in the hope of deploying L4 someday was never a good idea anyway.

Lidar will continue to be part of the AV sensor stack even if it's only used as a fail-safe.

[William Jarbeaux @RoamingNorway]

Volvo is officially discontinuing the LiDAR-sensor on their cars. All customers with a LiDAR-equipped Volvo EX90 or ES90 in Norway will get a €1800 compensation for features that won’t arrive. There is no retrofit to remove it.

[Akshay Bhagat @AVBehavior]

The LA house in the pic is a manufactured house, i.e you don't own the land just the wooden structure. you'll have to pay $2-3k per month on top of the purchase price for land rent

A free- hold 2k sq ft villa anywhere in and around LA will be 1M+ and you pay around 1.5% in taxes annually

[Akshay Bhagat @AVBehavior]

@patientinvestor Doesn't even include the approximately 15% in Anthropic

[Akshay Bhagat @AVBehavior]

Global 'AI' revenue is much higher than 100B.

A big chunk of the cloud revenue growth is because of LLM usage putting the number closer to $1T.

Also how do you want even define AI revenue? For ex almost every farm, factory and warehouse in the US has automated equipment, Do we count that too?

[Akshay Bhagat @AVBehavior]

@KenjiCapital We need at least 10 such projects in SF asap