Raul Veda

Business Strategist and Data Driven
Analyst Skeptic
(Asset management and Quantitative Investments)
Strategic Investor : Serviingo Technologiss Pvt Ltd

[Shubham Mishra @brahma_4u]

India can't build robots until it builds magnets.

A six-axis arm needs six harmonic-drive servos.

A drone needs four BLDCs.

A surgical robot needs voice coils holding sub-micron repeatability.

Every one of them starts with sintered NdFeB, and China controls roughly 90% of that output it just capped exports of heavy rare-earth oxides above 99.9% purity, precisely the grade those three applications need.

So we import Moons' and Leadshine from Zhejiang, Mabuchi from Japan, Maxon from Sachseln, bolt them onto a chassis, and call it Make in India.

Kerala's beach sands hold one of the largest monazite reserves on earth. IREL's separation output is a rounding error against Ganzhou.

Cells got the PLI. Fabs got the subsidy.

The motor that moves the arm that builds the cell that goes into the car still ships ex-Ningbo on a 16-week lead time, and nobody's written a scheme for it.

[Coin Bureau @coinbureau]

🇨🇳 CHINA DEBUTS ITS BIGGEST AI MODEL WITHOUT NVIDIA CHIPS

China’s food-delivery giant Meituan just released LongCat 2.0, a 1.6 TRILLION-parameter AI model and reportedly the biggest model trained on local Chinese chips.

The model used 50,000 domestic chips after US export restrictions limited China’s access to NVIDIA’s AI hardware, SCMP reports.

Benchmark data shows LongCat 2.0 is already competitive with GPT-5.5, Gemini 3.1 Pro and Claude Opus models.

[Ben @beenwilli]

@CuriosityonX You’re looking at a 2D model but it’s actually 3D. In certain maths and sciences you’ll learn that the “direction” each molecule or particle is “pointed/moving” towards so they “connect” together has a big impact on the output aka how we interact physically biologically etc

[Raul Veda @bayesian_guy]

@Nick_khandelwal Sat at the same spot atleast 5 times

[Boring_Business @BoringBiz_]

The traits that make you a billionaire will prevent you from stopping work once you become a billionaire

[Raul Veda @bayesian_guy]

@lowmegatron That's what kafa body implies innayurveda

[Shubham Mishra @brahma_4u]

hardware getting commodotised.

[Raul Veda @bayesian_guy]

@Nick_khandelwal Much needed for October cycle

[JJ @JosephJacks_]

Millions of years before Homo sapiens, biology already discovered an almost endless list of incredibly advanced quantum technologies that humans have barely scratched the surface of engineering.

The vast spoils of inspiration that we have still yet to fully learn from biology are unfathomably underestimated.

Microtubules, Centrioles, Enzymes, Nucleation, Aromaticity, …

[Raul Veda @bayesian_guy]

@Nick_khandelwal @pandeydeepak_ Temple opposite to that is a must visit

[Raul Veda @bayesian_guy]

@Nick_khandelwal Volatile yet stable

[Nikhil Khandelwal. @Nick_khandelwal]

Damn with US markets, i am gonna explore Nepali market and run 9:20 tbs here.

[The Icahnist @TheIcahnist]

A media billionaire’s one piece of advice to his younger self:

[alexei @alexeixbt]

"what do you want?"

my honest reaction:

[Roy @TheMinuend]

No surprise there. Kaynes is leveraging AOI to tap the Japanese market & secure auto-focused OSAT orders for Sanand. While looking to diversify their semis supply chains, Japanese auto & electronics MFGs are known for near-zero-defect mandates; add the fact that the semis industry is already infamous for poor yields & process errors — will be a learning curve.

Kaynes’ early customers include AOS, Infineon & L&T Semis

[Dr. Uday Narang @Uday_Narang_]

At OBSC Perfection, we see robotics as a natural extension of our commitment to engineering excellence. As we continue to expand our capabilities across multiple sectors, we are actively embracing advanced automation and robotic technologies to deliver higher quality, greater consistency and world-class manufacturing standards.

Our vision is not simply to adopt new technologies, but to build an ecosystem where innovation becomes a habit. We want to create solutions that are future-ready and globally competitive.

The next era of industrial growth will belong to organisations that have the courage to evolve.

[Aravind @aravind]

Peaceful rural life in India. Tourists must visit such areas of India, like this in the foothill of Himalayas. Indian railways connect well, people are very kind, stays are so cheap and cultured, you can still get internet, even 5G, unlike the US or EU.

[Massimo @Rainmaker1973]

Types of aeropropulsion

[Jason Premo • Acclaim Aerospace @JasonPremoMFG]

"All swiss lathe cnc machined parts are equal but some parts are more equal than others" - George Orwell, machinist, Manor Farm Corp, 1984

[Teng Yan @tengyanAI]

Everyone thinks the AI bottleneck is compute. Well...not exactly.

From the A100 to the B200, compute scaled 8x. Memory bandwidth scaled 4x. Capacity only 2.4x.

The gap between what a chip can calculate & what you can actually feed it is the real wall.
A thread on memory: