jayant

Talks about tech and Finance

[jayant @Its_jayant_here]

@Investindia6 Even owning the GPUs is not enough. There needs to be more differentiation in USP otherwise switching cost is literally 0.

[jayant @Its_jayant_here]

@athreyaanand @hwintelligence I definitely don’t want these guys were on! 😂

[jayant @Its_jayant_here]

The recent developments of Coherent and Lumentum is still under appreciated by markets. CPOs are going to drastically reduce the power consumption in networking between racks and that is going to reduce TCO big time. I think that is when model companies are going to start making profits

[jayant @Its_jayant_here]

@Midnight_Captl Comparing a b2c product with b2b products. Wow

[jayant @Its_jayant_here]

@WxNB_ What is the use of such analysis after the destruction it has caused

[jayant @Its_jayant_here]

@sanjeevsanyal Who are these 1% people 😅

[jayant @Its_jayant_here]

@riteshmjn That’s a very big IF

[jayant @Its_jayant_here]

@AnshulGarg1986 Completely agree.

[jayant @Its_jayant_here]

Please don’t be swayed by the shiny numbers. Big part of that TAM is dominated by AI semi’s working mainly on digital domain. Analog domain doesn’t have that kind of TAM. Moreover they are doing semi services much like TCS , Infy etc. they are building product IP as a side not main biz. That’s where the biz model is not margin accretive. If it was really focusing on semi, it should design custom IP for which market will pay up. That’s where the margin lies.

[jayant @Its_jayant_here]

@ishmohit1 It’s a stock picker’s market. No direction in broader large cap market

[jayant @Its_jayant_here]

@wallstengine They should do it asap else the momentum in over valuation will be lost. Openai is catching up

[jayant @Its_jayant_here]

This is correct way of representing the flow of money model. But what is missing is pricing, margins and volatility of both. How is the opex costs added as part of pricing. How long are the contracts? Longer contracts better visibility? Do they have fixed price model or variable model? What is the plan to upgrade to newer ai infra ? How concentrated is their customer base ? Competition in pricing? What is USP of each of them from customer point of view ?

[jayant @Its_jayant_here]

@zephyr_z9 I don’t understand why there’s no development of using 1.58 quantisation bit weights for models. It’s going to drop memory bottlenecks by 10x

[jayant @Its_jayant_here]

@jukan05 Finally people are understanding what is the real flex. It’s the supply chain cornering.

[jayant @Its_jayant_here]

@Mf360WW Interest might be given monthly or quarterly but principal is paid after maturity. That’s the one big risk as well

[jayant @Its_jayant_here]

@pitdesi Nvidia giving tough competition to the FED!

[jayant @Its_jayant_here]

@gabemays Wonder if someone comes up with a technique that doesn’t use matmuls at all for any neural net and yet becomes more efficient

[jayant @Its_jayant_here]

@iNikhilsaini Insane what nature can inflict on mankind in a matter of minutes

[jayant @Its_jayant_here]

@choga_don

[jayant @Its_jayant_here]

Not sure how authentic this is! But looks so. Lake which burst out and caused the Nepal floods! Insane views from helicopter