Mahendra B

On a learning journey to become AI Native | Seeking fellow explorers and builders | DMs open

Me: Product | IIMA, NITK | Photography, Cricket, Podcasts

[Tejasvi Surya @Tejasvi_Surya]

But will acquire 6 acres of Lalbagh to build tunnel road.

[Hitesh Oberoi @hitobs]

My current mental model basis what I am seeing around me and at InfoEdge in all our verticals - Naukri, 99acres, Jeevansathi and Shiksha.

1) AI is fundamentally deflationary for businesses.

2) When the cost of intelligence drops toward zero, the cost of doing many things drops with it.

3) Everyone becomes more productive but no one stays differentiated for long.

4) The natural outcome? Price compression. Margin pressure, Commoditization.

5) We’ve seen this with the internet, cloud, SaaS. AI is doing it to cognition itself.

But this is only half the story.

6) AI is deflationary for existing markets
and expansionary for new ones

The big mistake

7) Using AI just to do the same things cheaper. That’s a race to the bottom.

8) The real question is, What becomes possible now that was previously impossible?

Three ways I see AI creating real advantage

1) Solving problems that were too expensive to solve or not solvable earlier

2) Serving customers who couldn’t be served before

3) Delivering experiences and quality that wasn’t possible to deliver before

In other words

Don’t just lower costs. Expand the market. Because when capabilities commoditise , value shifts to,

– Distribution and Customer Relationships
– Brand
– Trust
– Proprietary data
– Ecosystems

The winners in the AI era won’t be the most companies which are the most efficient.

They’ll be companies with the best imagination

[Hardik Rajgor @Hardism]

Everyone is "tolerating" this woman because she seems "ache ghar ki". She is wearing decent clothes, speaking in English. So the police will let her be, the minister will act cordial.

If in her place, it was a rickshaw driver (whose time is also equally important), he would be thrashed by the cops right there and the minister would laugh on his face.

That is the "system" we have created in India.

Ministers and politicians act like kings, and we are supposed to be under their mercy. The middle class will be tolerated but eventually shown their place. The poor have no say and only matter when their vote is needed.

[Narendra Modi @narendramodi]

Today, India takes a defining step in its civil nuclear journey, advancing the second stage of its nuclear programme.

The indigenously designed and built Prototype Fast Breeder Reactor at Kalpakkam has attained criticality.

This advanced reactor, capable of producing more fuel than it consumes, reflects the depth of our scientific capability and the strength of our engineering enterprise. It is a decisive step towards harnessing our vast thorium reserves in the third stage of the programme.

A proud moment for India. Congratulations to our scientists and engineers.

[Donald J. Trump @realDonaldTrump]

The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....

[Piyush Goyal @PiyushGoyal]

The Rupee was 44 to a dollar in 2004 (NDA) today it has closed over 60. Where will it stop!

[Ryan Leachman @RG_Leachman]

I asked Claude to build my daughter an app that plugs into our piano, can read live key strokes, can show her sheet notes and key view and ends with a Guitar Hero style game. All while giving progressively harder songs. Today she’s using It and crushing It.

[Naveen Kopparam @naveenkopparam]

delhi doesn’t know how to celebrate festivals 🙏🏼

i stepped out now at 10am and don’t see a single house with maavina ele? no kids dressed in new clothes? not even bevu bella offered on yugadi in temples.

why is this city so boring

[Swanand @_swanand]

What enterprise AI acceleration looks like

[Nikunj Kothari @nikunj]

I learned this way too late in my career..

If you are obsessed about something & think it’s obvious, just know that there’s very high chances it’s NOT obvious to the rest of the world.

Find a way to share it openly, invest in it or even better build something based on it!!

[Gwart @GwartyGwart]

Why don’t they just tokenize the oil in the Middle East and transport it across permissionless financial rails, thereby avoiding the Strait of Hormuz altogether

[Teng Yan @tengyanAI]

The most important sentence in Karpathy's whole post is probably this:

anything with a measurable score and fast feedback will become something agents can optimize for you.
automatically with no humans involved.

[Arnav Gupta @championswimmer]

These guys have cracked enterprise like nothing before.

Meanwhile OpenAI launched "apps" 5 times in 2 years and still no one uses it.

[Mahendra B @mahendrab0]

@kashvii @AnthropicAI Yes please!!

[Andrej Karpathy @karpathy]

LLM OS. Bear with me I'm still cooking.

Specs:
- LLM: OpenAI GPT-4 Turbo 256 core (batch size) processor @ 20Hz (tok/s)
- RAM: 128Ktok
- Filesystem: Ada002

[Sidu Ponnappa @ponnappa]

The question "did you use AI to write?" is so 2025.

The 2026 question should be "did you write *well* using AI?" because this is where the craft is. In how we use our tools.

[Thrones Updates @ThronesUpdates]

'A Knight of the Seven Kingdoms' showrunner Ira Parker on the differences between Baelor Targaryen and Eddard Stark

"I would say Ned Stark was a little bit more naive than somebody like Baelor Targaryen was. It’s not that Baelor doesn’t understand what could happen to him. In my mind, he’s doing this because it’s always been said about him that he is this person, from the time that he was the hammer and the anvil."

"At so young in his life, he became this war hero, this savior of the kingdom and the realm. Because of his nature, everybody’s telling him how honorable he is and how he’s gonna make the greatest king that Westeros has ever had since the Conqueror. And then finally a moment comes for him to actually put up when his honor is tested in truth. Virtue untested is no virtue at all."

(Source: https://t.co/l9sf3X4r2a)

[Hemant Mohapatra @MohapatraHemant]

Another banger from @SarvamAI , this time: real time speech! We are now world best on all things Indian - accents, languages, tones - speak any Indian language in the same conversation, we will switch our tokenizer/mode, and automatically transcribe. Don't miss the demo video!

[sam mcallister @sammcallister]

It's easy to assume that advertising on the products we use is inevitable. But open a notebook, pick up a well-crafted tool, or stand in front of a clean chalkboard, and there are no ads in sight.

We think Claude should work the same way.

[Deepak Shenoy @deepakshenoy]

This is the start of my thread on #Budget2026. Please be aware that I'm prone to dad jokes, meandering segues and in general, commentary that might not enhance your life in any meaningful way whatsoever.

I've been doing this a while now, so if you're familiar, welcome back!