Krishna Balachandran

Tesla Fan Boy | Customer Quality ,Hardware Quality Engineer | Building next gen AI product | Long term Tesla Shareholder

[Krishna Balachandran @krishnamoorthy_]

@MarioNawfal @elonmusk is a true national treasure, driving innovation and paving the way for global prosperity.

[Krishna Balachandran @krishnamoorthy_]

@Muse @meetgranola @NotionHQ I am using it ! Impressed so far

[Krishna Balachandran @krishnamoorthy_]

@Jeffreyw5000 Absolutely true ! God bless him with more capital and long life

[Krishna Balachandran @krishnamoorthy_]

@thsottiaux Guys enable the $200 pro upgrade it's limiting the development work

[Krishna Balachandran @krishnamoorthy_]

@sama Why did you disable the $200 subscription . It's limiting the work when we needed the most

[Krishna Balachandran @krishnamoorthy_]

@shaunmmaguire Excellent post 🙌🏼

[Shaun Maguire @shaunmmaguire]

https://t.co/KXLgdhFe1P

[Patrick Moorhead @PatrickMoorhead]

$AMD wasn't going to impress the after-hours crowd who want double-digit concensus beats. Keep in mind that the datacenter doubled in Q2 YoY and Helios hadn't shipped. Helios starts shipping now and volumes ramp in Q4. I would advise everybody to wait for the call and Q&A before jumping to and sharp conclusions.

[Eva Ai @Eva200699]

32岁的马斯克，2003年在斯坦福做了场45分钟闭门演讲，真的顶得上十本创业书

他直接把自己当时手里的三家公司——Zip2、PayPal、刚成立一年的SpaceX——从0到活下来的全过程，一层层拆给你看

怎么找方向、怎么控成本、怎么在几乎没钱的时候活下来、怎么用第一性原理拆问题

放到今天看，依然不过时

[Mark Zuckerberg @finkd]

I wrote about why we believe the future is for everyone. More coming about a positive vision for a world with superintelligence soon.

[AMD @AMD]

We are excited to announce that AMD and @AnthropicAI are expanding our strategic partnership to accelerate the development and deployment of next-gen AI infrastructure. Tune in at 9:30am PT tomorrow to hear from Dr. @LisaSu from the #AdvancingAI keynote stage!

✅ Up to 2 GW of AMD Instinct MI450 Series GPUs in AMD Helios
✅ AMD has committed to make a strategic equity investment of up to $5B in Anthropic
✅ Deep engineering collaboration across Claude, ROCm and AMD Instinct

More on the news: https://t.co/zA0vQHTT1c

[Priyank Ahuja @ahuja_priyank]

🚨 BREAKING: Claude can now build you an ULTRA-PREMIUM website in 30 minutes. For free.

Here are 8 prompts to build your dream website:

[Mandatory Bookmark]

[Ally @treasureh8nter]

Watch the Full 17 minutes of HELIOS GOODNESS below!!! CNBC gets an exclusive First look on $AMD HELIOS!!! 🔥🔥🔥

#AMD #AI #HELIOS

[Krishna Balachandran @krishnamoorthy_]

@myprasanna @vorfluxai @Rippling Biggest bottle neck is end to end testing . Great work @myprasanna will try @vorfluxai

[Jeetu Patel @jpatel41]

I’ve been saying this for months, and the early data is beginning to support it. Five years from now, I believe AI will create more jobs than it eliminates.

That may sound counterintuitive. But the data is proving this theory. Here are some factors worth considering.

AI is exposing new human bottlenecks

When one part of a workflow becomes dramatically faster, the constraint simply moves elsewhere. Organizations then need more people to remove the next bottleneck and capture the value AI has unlocked.

Automation does not eliminate the need for human contribution. It often reveals how much more could be accomplished with it.

AI fluency will become one of the world’s most valuable skills

The emerging divide will not be between humans and agents. It will be between people who are highly fluent with AI and those who are not.

AI-fluent people will not be 10% more productive. In some forms of work, they could be 50x or even 100x more effective. They will imagine better uses for AI, orchestrate agents and apply judgment where machines still fall short.

These people will be scarce and enormously valuable.

Productivity creates demand

The assumption behind mass unemployment is that the amount of work the world needs is fixed.

It isn’t.

When technology becomes dramatically cheaper and easier to create, we do not simply produce the same amount with fewer people. We build more products, start more companies, solve previously uneconomic problems and serve markets that could never be served before.

AI will lower the cost of ambition.

The real risk, therefore, is not that humanity runs out of work. It is that millions of people are not prepared for how quickly the nature of work changes.

The future will likely have more jobs. But they will not be the same jobs, performed in the same way, by people with the same skills.

The imperative is not to protect people from AI. It is to help every person become fluent in it.

[Krishna Balachandran @krishnamoorthy_]

@JoePompliano Tagging Adhav Arjuna TN Sports and youth minister #AdhavArjuna

[Elon Musk @elonmusk]

Cybercab with no steering wheel or pedals driving around Austin

[郭明錤｜Ming-Chi Kuo @mingchikuo]

2027 年記憶體供需缺口將持續擴大，這才是 Apple 遊說白宮「避免長鑫存儲未來被列入實體清單」的真相

▌先講我最新的產業調查：Apple 面對的壓力，已從記憶體成本大增，升級到供需缺口持續擴大。

1. 2026 年用於消費電子的記憶體產能中，預計 15–20% 將於 2027 年轉供資料中心，且後續不排除繼續擴大。

2. 受記憶體（LPDDR）供應緊張影響，Apple 在 2H26–1Q27 對 A20 處理器的實際拉貨量，可能比原目標少 10–20%（不過，這也可能部分是 Apple over-booking 的結果）。

▌長鑫在招股書中提到，該公司的產能遠低於國內需求；加上全球記憶體供需持續失衡，因此即便 Apple 遊說成功並向長鑫採購 DRAM，也不會顯著降低成本與改善供需缺口。但在供需失衡持續擴大下，Apple 仍有必要爭取新的供應來源。

▌這也解釋為何 Apple 這次會比 2022 年評估長江存儲更積極。當年的長江，是提供改善 NAND 成本的選項；而這次的長鑫，則是管理 DRAM 供需失衡風險的選項。

▌Tim Cook 是少數能同時與美中政府維持良好關係的科技領袖，故此事最好趕在他卸任 CEO 前完成。即便最終未果，透過媒體披露後，也能讓市場留下「Apple 已盡力、無奈仍受限於美方政策」的印象，或能緩和市場對漲價與交期拉長的不滿。

[Kaz Nejatian @nejatian]

It is hard to exaggerate how much different Opendoor looks like today than it did six months ago. It is almost an entirely different company. So proud of our team.

[Ashok Elluswamy @aelluswamy]

This blatantly irresponsible reporting does more harm to people than they realize.

Using Tesla self-driving is far safer than manual driving, and this was measured over 10B miles.

Planting such FUD in the minds of general public, who might not know the all the facts, might prevent them from using this technology that makes them safer.

[Bill Ackman @BillAckman]

Worth a listen