Ishaan

founder @bunker_ex (acq’d 2021)

[Ishaan @ihemnani]

@M_McDonough love your updates! do your charts include "dark transits" or STS operations (after we eventually know about them)?

[Looking for Growth @lfg_uk]

Britain is in an Energy Emergency.

But the Government is FAILING TO ACT. They have no plan, no idea what to do, and they’re leaving us exposed.

So today we’re launching The LFG Emergency Energy Bill to SAVE OUR INDUSTRIES and GET BILLS DOWN

Here’s how it would get bills down IMMEDIATELY:

1️⃣ SCRAP all levies on energy bills. These stealth taxes on the British people are unnecessarily hiking up their bills by hundreds of pounds.

2️⃣ REOPEN THE NORTH SEA, and directly deploy the tax revenue generated to GET BILLS DOWN.

3️⃣ Stop new CfD contracts and launch an investigation into the system that signed them off. Last year, billpayers paid £1.5 billion for big renewable corporations to THROW ENERGY AWAY. By 2030, it’ll be £8 billion. The existing settlement is a national scandal.

4️⃣ Scrap Clean Power 2030 targets. These needless constraints have pushed civil servants to procure wind at any cost – and at huge expense to the British people.

5️⃣ DITCH the duties of energy regulators, NESO and Ofgem, towards Net Zero goals, so their only focus is to MINIMISE ENERGY COSTS, subject to security of supply.

6️⃣ Hold auctions for connecting to the grid, and directly deploy the revenue generated to GET BILLS DOWN

Our Emergency Energy Bill has cross-party support. It is ready to PASS IMMEDIATELY. It does what governments for the past 20 years didn’t – it takes RADICAL ACTION to SAVE OUR INDUSTRIES and GET BILLS DOWN.

There’s no excuse. Last week, the US suspended access to some of the world’s leading frontier AI models. Britain is vulnerable - and our energy prices are strangling our national security. We cannot afford to be at the mercy of other countries or events beyond our control any longer.

The Government needs to GET BILLS DOWN NOW or explain why they’re still letting this emergency destroy our future.

Force Westminster to ACT. Send our Bill to your local MP and sign our letter to the Prime Minister and Ed Miliband. GET BILLS DOWN, NOW!

[Ishaan @ihemnani]

@BoringBiz_ Volatility isn’t a factor because you have no leverage, so you’re putting everything you can lose (ie. the full notional) down.

As soon as they offer margin/leverage, people need to be conscious of vol, drawdown etc (like every other market)

[Ishaan @ihemnani]

@nikitabier What’s driving the growth?

[Ishaan @ihemnani]

Bathe the kids together, they have more fun and one person can do it.

Also you have dinner with the kids - it’s nicer to have family dinner together, you eat earlier (healthier) and then the other tidies whilst one gives the baths.

Then when they are down at 7, you have both eaten, tidied and you have down time until you sleep.

We’re in the same boat!

[Ishaan @ihemnani]

@musk_news13 👍🏻

[Ishaan @ihemnani]

@Biohazard3737 What do you think of protein folding attempts (Isomorphic Labs, etc)?

[Ishaan @ihemnani]

@aswren @RupertLowe10

[Ishaan @ihemnani]

"That," replied Hardin, "is the interesting thing. The analysis was the most difficult of the three by all odds.

When Holk, after two days of steady work, succeeded in eliminating meaningless statements, vague gibberish, useless qualifications – in short, all the goo and dribble – he found he had nothing left.

Everything canceled out."

"Lord Dorwin, gentlemen, in five days of discussion didn't say one damned thing, and said it so you never noticed.

There are the assurances you had from your precious Empire."

[Ben Habib @benhabib6]

It’s easy to fix the economy:

Ditch net zero - save £50 billion per annum

Slash benefits for 3 million people not even looking for a job - save £30 billion a year

Eliminate benefits for foreigners - save £10 to £15 billion per annum

Mass deportation of all illegals migrants - save a minimum of £10 billion per annum

Sack half the civil service - save a minimum of £8 billion per annum

That’s over £100 billion per annum saving

Slash regulations on business.

Slash taxes on SMEs, working and middle classes, employment

Slash corporation tax

Stop cheap imported labour

And watch the UK sky rocket.

It’s obvious. Just do it!!!

[Ishaan @ihemnani]

@charlieharris01 Besides data, compute and power build out - are there any grants for new AI startups being proposed?

[Ishaan @ihemnani]

@randallmbriggs @X This is so great. Based in London so thanks for posting it!!

[Ishaan @ihemnani]

@paulg You can tell this is England from the roof 😂

[Ishaan @ihemnani]

@aswren https://t.co/3nx8lBksZ2

[Ishaan @ihemnani]

@aswren Authorised transcription agencies and their costs (link in replies):

[Ishaan @ihemnani]

Why can't we create our own AI powered transcription agency, get approved on the Government list and charge 1/1000th of the price?

Back of the envelope maths:

£2 per page
75 words per page
£0.0267 GBP per word with current transcribers

$0.0300 cost for 1k output tokens*
1.22 USD/GBP
£0.0246 cost for 1k output tokens
£0.00002 GBP per word for AI transcribers

1084x cheaper

*using GPT-4 with an 8k context window, which is expensive. We can open source it and get way cheaper models.

[Ishaan @ihemnani]

This is very touching, and littered with good advice. Eg:

“That’s industry standard” — This is one of the phrases to watch out for in negotiation. When a term cannot be defended on its merits, often the catch-all is “that’s standard in deals” or “that’s industry standard” is often trotted out by lawyers and bankers. That’s BS. Everything is negotiable, and just because others have gone with some nebulous standard doesn’t mean you have to. Again, that doesn’t mean negotiate for sport on every little thing, but it does mean that things should be supported with logic and reason and not the intellectually lazy “just because.”

[Anand Sanwal @asanwal]

On April 17, 2017, my dad passed away

For the last 13 months, I worked @CBinsights and also ran his chemical manufacturing biz in India

It was acquired on June 1

Lessons, thank yous and observations here
https://t.co/JzxsVPTifY

[Ishaan @ihemnani]

@RhysSullivan Nice, can you do this for London? #crushcrime

[Ishaan @ihemnani]

Incredible

[Max Jaderberg @maxjaderberg]

Happy to share my TED talk recorded live at TEDAI in San Francisco last month, giving an insight into a new paradigm I see emerging: creating AI analogues of our real messy world, to accelerate new scientific breakthroughs. Watch it here: https://t.co/wiG1waUM6C

Some of the topics explored:
- The sheer scale of new knowledge about our protein universe that we now have access due to AlphaFold, with models replacing the need for real world experimental work
- The potential to bring together the exploding world of AI to the increasingly costly world of drug design
- Why I believe that new breakthroughs in machine learning have allowed us to produce an AI Analogue of biomolecular systems in the human body
- How could we can use AI like AlphaFold 3 to modulate the function of proteins involved in cancer
- How we are moving to a world where AI agents can begin to design new drugs purely in-silico, on a computer

[Ishaan @ihemnani]

@tutufamilyoffi1 @litcapital Maybe so, but it happens a lot!

I think its when 2 or more are physically together, to get the wfh person involved they need to all go back to their desks and jump on Teams/Slack.

Not saying its efficient, just an observation