Avinash

[Avinash @k_avinash]

About 40 former Apple employees now at OpenAI reportedly received personal legal preservation letters—far beyond the two people named in Apple’s lawsuit, per the Financial Times. #Apple

[Avinash @k_avinash]

A group led by Vinod Khosla and family agreed to buy the Seattle Seahawks from Paul Allen’s estate. Khosla prioritizes talent, backs management teams, and practices brutal honesty. Neeru Khosla will be controlling owner, with Neal in leadership.

[Avinash @k_avinash]

Read - https://t.co/hGOodN6XY1

[Avinash @k_avinash]

Apple alleges OpenAI asked job candidates to bring actual Apple hardware parts to interviews. That’s a much more serious claim than a typical talent-poaching dispute. If proven, it shows how the AI race is expanding from models to proprietary hardware. Per WSJ. #AI #Apple

[Avinash @k_avinash]

https://t.co/Mn5S4FwF5u

[Avinash @k_avinash]

Microsoft invested billions in OpenAI, yet Satya Nadella says the public won't accept a few companies "doing all of the learning for the world" (WSJ). The next AI battle may be commoditizing models, not building bigger ones. #AI #Microsoft

[Avinash @k_avinash]

https://t.co/cCF1FWQ4hX

[Avinash @k_avinash]

Amazon’s warning to the White House reportedly helped trigger restrictions on Anthropic’s flagship AI models within days. That’s a reminder that AI competition is increasingly shaped by policy, not just benchmarks. Per WSJ. #AI #TechPolicy

[Avinash @k_avinash]

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[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Avinash @k_avinash]

Satya Nadella: the opportunity isn't picking the best model.

The moat is the learning loop that turns employee knowledge into proprietary AI capability. Companies that compound that loop early may build an advantage that's hard to copy. #AI #Business

[Avinash @k_avinash]

https://t.co/Csk4JobPJh

[Avinash @k_avinash]

73.7 trillion AI tokens in 30 days. Now Meta is reportedly building budgets and spend controls because internal AI usage alone is tracking toward billions in cost for 2026, per The Information.

AI adoption is becoming an efficiency problem, not a tooling problem. #AI #Meta

[Avinash @k_avinash]

$75B raised. $1.78T valuation. The wildest part of the SpaceX IPO isn't rockets—it's Musk's plan for AI data centers in space. SpaceX says orbital infrastructure could bypass Earth's energy limits while targeting a claimed $28.5T market. Per FT. #AI #SpaceX

[Avinash @k_avinash]

OpenAI may slash token prices before Anthropic does, according to WSJ. That's a surprising move for a company reportedly preparing to go public within a year. AI competition may be shifting from model quality to margin compression. #AI #OpenAI

[Avinash @k_avinash]

$1 trillion. That's the valuation OpenAI could command after confidentially filing for an IPO despite heavy AI infrastructure spending. Public markets are about to test whether growth can outweigh losses at unprecedented scale, per the FT. #AI #Investing

[Avinash @k_avinash]

https://t.co/prmVTtVAig

[Avinash @k_avinash]

Apple spent years looking late to AI. Now it's turning Siri into a ChatGPT-style assistant across iPhone, Mac, and more—while relying partly on Google's AI infrastructure instead of building everything itself, per NYT. That's a very Apple move. #AI #Apple

[Avinash @k_avinash]

https://t.co/IFTPLcC7fI

[Avinash @k_avinash]

5M weekly users. 50% week-over-week enterprise revenue growth. The surprising part: OpenAI says Codex often works better than ChatGPT for complex, multi-step tasks, which is why it's becoming the center of OpenAI's upcoming "superapp" (per The Information). #AI #Productivity

[Avinash @k_avinash]

Read - https://t.co/Dav3wskdwb

[Avinash @k_avinash]

Germany already has 1M+ plug-in solar systems capped at just 800W each—and together they add up to a power-plant-scale resource. Now 9 U.S. states have opened the door to the same idea, per WSJ. Small systems can matter. #SolarEnergy #Energy