Jayaram

Speed,Innovation and Execution are just synoynoms of mine

[Aoraki Trading @AorakiTrading]

$RKLB $ASTS $FLY $PL Yes I’m sure every one of these holders woke up and decided to sell all their shares at the same time. What an absolute joke. None of these holders are selling, so who is?

@SECGov Time to investigate the market manipulators at @JaneStreetGroup

[Jayaram @krijay]

@SpaceInvestor_D $ASTS and $RDW

[Jayaram @krijay]

@BMSInvests Great Content Speaks Itself 👌

[Daniel Roberts @danroberts0101]

𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬.

There's been a lot happening at IREN recently.

Expansion across North America, Europe and Asia-Pacific.

The NVIDIA partnership.
The Mirantis acquisition.
New GPU deployments.
New customer discussions.
A growing global footprint.

Underneath all of it is a fairly simple view of where the world is heading, and a deliberate strategy for how we position IREN within it.

That strategy is built on three layers. Together, they compound into a structural advantage that gets harder to replicate every quarter we execute.

Layer 1: Physical infrastructure. Power, land, substations, data centers, cooling. The foundation that everything else sits on.

Layer 2: Compute infrastructure. The GPUs, servers and networking that go inside those buildings. Deployed at scale. Generating revenue. Building execution track record.

Layer 3: Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder for customers, and opens the door to a broader, higher-value market over time.

Layers 1 and 2 are where the overwhelming majority of IREN's value is being created today. Layer 3 is where that advantage compounds further over time, but only because Layers 1 and 2 are built, owned and controlled at scale by IREN, not subscale nor contracted from a third party.

Think of Amazon. They didn't win e-commerce by building a great website. They won it by controlling the fulfilment infrastructure at a scale nobody else could replicate. The foundation you don't control becomes the ceiling on your business.

That is exactly how we think about IREN. The physical infrastructure - the land, the power, the substations, the data centers - is owned and controlled by us. The compute deployed into it generates the revenue and execution track record. And the software, orchestration and enterprise capability we are more methodically building on top is what turns the total product into a vertically integrated AI Cloud platform that compounds over time and deepens into a competitive moat.

AI is still early. The bottleneck is increasingly physical. And we have spent eight years building the foundations.

[Jayaram @krijay]

@LeoCapital_01 RDW

[AppLeap @AppLeapAI]

I AM .....

#NewLook #AppLeapAI

[Sendil Palani @sendilpalani]

After seventeen incredible years, my latest chapter at Tesla has come to a close. Words won’t do justice to how fulfilling the experience has been, but I’ll try anyway:

Tesla barely survived Christmas 2008. I started a few days later in our Finance team, under an ongoing “Tesla Deathwatch”. I slept under my desk in San Carlos, CA at least once, and I wasn’t the only one. There are many companies with hard-working and talented employees, but few have the level of commitment and collaboration of the Tesla team. In retrospect, this should have been an obvious predictor of the successes that would follow. This is as true today as it was in 2009.

To my former Finance team: You are heroes within a company full of heroics, given the full-body workout that is your daily job. Take an Accounting or Finance textbook off the shelf and flip to a random page - Tesla is undoubtedly manifesting the underlying concept in the real world. From selling hardware and software under various business models, managing assets of all types (including digital ones), to pursuing continuous investment into an ambitious future throughout the world, you make the impossible look easy.

To my colleagues across the rest of the company - I am grateful for the time that you have spent to educate me, including during my stints outside of the Finance team. You have started with one of Tesla’s strongest advantages - the strongest talent across engineering, manufacturing/operations, and customer-facing functions - and have turned it into an unstoppable force via your “one team” attitude. For me, late-night sessions on topics ranging from the physics of a brake rotor to the training of a neural network proved more valuable than any classroom experience that came before, and made the company stronger as a result. Going to work is not supposed to be this much fun.

@elonmusk : A heartfelt thanks for your endless love of humanity, and for demonstrating the power of thinking from first principles at all times, about all things. When Abundance is achieved and money ceases to have meaning, these lessons will be the most valuable commodity in our economy.

To the outside world, who may not have experienced the above first-hand: Remember that Tesla’s mission is so ambitious and complex that any narrative about the company is naturally an oversimplification. Seek the truth about the company at all times. And support it in any way that you can! There are few higher callings/better uses of your time.

[AppLeap @AppLeapAI]

𝗧𝗵𝗲 𝗥𝗲𝗳𝘂𝘀𝗮𝗹

"That's just how enterprise AI works."
We heard that a lot.
We refused to accept it.
Rules were made to be rewritten. ✊ — AppLeap

#AppLeapAi #AgenticAi #EnterpriseAi #ClosedAi #Disruption

https://t.co/0XEeFHt1N7

[AppLeap @AppLeapAI]

𝗧𝗵𝗲 𝗤𝘂𝗶𝗲𝘁 𝗕𝘂𝗶𝗹𝗱

We've been heads down.
Building.
Not chasing hype.
Not announcing features.
Solving a problem the industry said couldn't be solved.
Soon.

Silence before the leap. 🛠️

#AppLeapAi #AgenticAi #EnterpriseAi #ClosedAi
https://t.co/Kl25bldmJF

[AppLeap @AppLeapAI]

"𝗣𝗶𝗰𝗸 𝗧𝘄𝗼"

Intelligence. Privacy. Affordability.

The industry says pick two.
We keep asking: why?

Three for three. 🔺 — AppLeap

#AppLeapAi #AgenticAi #EnterpriseAi #ClosedAi #AiInnovation

https://t.co/Kl25bldmJF

[AppLeap @AppLeapAI]

"𝗧𝗵𝗲 𝗛𝗮𝗹𝗹𝘂𝗰𝗶𝗻𝗮𝘁𝗶𝗼𝗻 𝗣𝗿𝗼𝗯𝗹𝗲𝗺"

You asked the AI a domain-specific question. It gave you a confident, detailed, completely wrong answer.

They guess. We're fixing that. 🎯

#AppLeapAi #AgenticAi #EnterpriseAi #ClosedAi #AiHallucination

https://t.co/Kl25bldmJF

[Jayaram @krijay]

@grok When you work you are awesome. But Often you wont work i don't receive response from you. I have tried other LLMs i have not seen these issues. Fix the Basic Stuff Bro @elonmusk

[Jayaram @krijay]

@_ms_izzy Hi Izzy

[Jeremy Rossbach - The NetOps Expert @JeremyRossbach]

VIDEO: @Broadcom’s DX #NetOps #networkobservability software continues to expand #SDWAN assurance support! Now for #VMware #VeloCloud. Watch @sarb_deep’s demo here: https://t.co/PIvg9edAKT

[Jeremy Rossbach - The NetOps Expert @JeremyRossbach]

WEBCAST: Join us on 7/8 at 10am EST, as we discuss the latest release of @Broadcom's DX #NetOps #networkobservability software that continues to innovate and improve the scale, speed, and simplicity of network operations. Register here: https://t.co/7rVFrhXTuT

[Elon Musk @elonmusk]

@cleantechnica Congrats to NIO. That is a tough milestone.

[Jeremy Rossbach - The NetOps Expert @JeremyRossbach]

Ready to get your #geek on?! Learn everything you need to know to level up your @Broadcom #networkmonitoring skills at our new #EnterpriseSoftwareAcademy!
https://t.co/Wvzycgy0vj

[Squawk Box @SquawkCNBC]

"What we're seeing in the March quarter is just the beginning of multiple years," says @munster_gene. "This number also faced what is an anticipated tax credit for Teslas ... any rational $TSLA buyer in the US would have been holding off and still they had these numbers."

[Jeremy Rossbach - The NetOps Expert @JeremyRossbach]

.@Broadcom's Rob Kettles discusses best practices for migrating to a reliable #networkmonitoring solution...https://t.co/gp2o1juh4d

[Jon Erlichman @JonErlichman]

Elon Musk discussing the electric vehicle business in December 2008.

At the time, Tesla was nearly out of cash and struggling to survive.