kanha

just sharing my thought

[kanha @kanhaa67]

https://t.co/UoZCJSuL5z

[kanha @kanhaa67]

@AutismCapital No you have to take it until - January 2029

😄😄

[kanha @kanhaa67]

@unusual_whales And $Nvidia counting dollars 💸

[kanha @kanhaa67]

No, before 2031 #annamalai will be the CM of #Tamilnadu

[Rahul Shivshankar @RShivshankar]

2031:
NEW ORDER FOR A NEW DECADE

[kanha @kanhaa67]

Last year (November 2025) When #Tamilnadu politics preparing for state assembly elections

@annamalai_k is prepared for Ironman.

That's the time i realised something is wrong with in #BJP

#annamalai

[K.Annamalai @annamalai_k]

Earlier this year, I made a promise to myself to continue pushing my fitness goals, nurture resilience, and adopt an athlete's mindset as I prepared for the Ironman 70.3 in Goa. I believed that with discipline and consistency, even the seemingly impossible could be conquered.

Today, after swimming 1.9 km in the open sea, cycling 90 km across the hilly terrains of Goa, and running 21 km to the finish line, I humbly submit that this challenge tested not just my endurance, but the strength of my mind.

For those wanting to step up, the challenge is real, but the reward lies in the transformation within. Would like to take this moment to thank our beloved PM Thiru @narendramodi avl for inspiring millions through the Fit India Movement.

Would also like to take this opportunity to thank my dear brother Thiru @Tejasvi_Surya avl for his guidance & support in the preparation, and heartfelt congratulations to him for completing the Ironman challenge yet again. (1/4)

[kanha @kanhaa67]

@naval Co - founder is like testicle

[kanha @kanhaa67]

No body can't teach you how to become millionaire, billionaire or in future trillionaire

Until you are not obsessed about it.

[kanha @kanhaa67]

@naval Co - founder is like testicle

[kanha @kanhaa67]

7/ The Reality Check

Krutrim didn't build the next GPT-5; they built a localized, B2B server rental business.

By dropping the hyper-expensive consumer AI race, they are playing a pragmatic game: selling the shovel and pickaxes for India's backend enterprise tech boom.

[kanha @kanhaa67]

1/ Remember Krutrim?

Bhavish Aggarwal AI venture that hit unicorn status at hyper-speed. They promised custom silicon chips, frontier LLMs, and agentic bots.

NOW, they quietly pulled off a massive pivot to survive heavy burn and infrastructure walls. Here is the real story.🧵

[kanha @kanhaa67]

6/ Leadership Transition

reports highlight over a dozen senior leadership exits, Head of Engineering , Director of Applied AI, citing pressure over aggressive product timelines.

This was accompanied by approximately 200 contract and role-based layoffs,

[kanha @kanhaa67]

7/ To feed this monster demand, Alphabet is scaling CapEx to an unprecedented $180B–$190B in 2026 (6x their 2022 spend),

funded partly by a historic $85B equity raise.

They aren't just building data centers; they are securing total dominance of the next tech paradigm.

[kanha @kanhaa67]

The Thread 🧵

​1/ #Alphabet just dropped its June 2026 Investor Presentation, and the numbers are staggering.

Pichai’s core message to Wall Street: AI demand is completely outstripping our supply, triggering a massive, highly profitable growth cycle.

Let's break it down. 👇

[Sundar Pichai @sundarpichai]

On Monday we announced an equity offering for Alphabet - part of our multi-year investment strategy to meet the AI opportunity ahead and support the demand we’re seeing from enterprises and consumers. Pleased to share the offering was well over-subscribed. We raised a total of ~$45B, with an additional $40B to come as part of an “at the market” program starting in Q3 (for a total of ~ $85B). A huge thank you to our investors, including Berkshire Hathaway who invested $10B.

[kanha @kanhaa67]

6/ Then there's deep tech.

Following a $126B valuation in Feb, Alphabet confirmed aggressive plans to deploy autonomous ride-hailing to 20 additional cities by the end of this year.