Mohit

Avid Reader, Gadget enthusiast, Nature lover, Aspiring Polyglot. Mostly tweets the stuff I find interesting

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

The Greatest Poem on SIP & EMI 🔥🔥🔥

Wah Wah Wah..

#FI

[Mohit @mohit_connects]

#AI race getting more & more intense

[Aakash Gupta @aakashgupta]

750 million users. 10 billion tokens per minute. $185 billion in capex. The numbers Google just reported are massive. But zoom out and you’re watching a four-horse race where every horse is running on a different track.

Gemini just crossed 750 million MAUs. ChatGPT has roughly 900 million weekly active users. Claude has around 30 million. Meta AI crossed 1 billion. Four companies, four wildly different user counts, and the scoreboard that actually matters looks nothing like the headline numbers.

Start with how Google gets its users. Gemini went from 650 million to 750 million MAUs in one quarter. That 100 million user jump happened in the same window where Google replaced the default assistant on 580 million Android devices, baked Gemini into Search (2 billion AI Overview users), and launched Gemini 3, which Pichai called “the fastest adoption of any model in our history.” When you own the default position on 3+ billion devices and the world’s most visited website, adding 100 million users is the floor, not the ceiling.

ChatGPT grew to 900 million weekly users by making people deliberately download an app or type in a URL. That’s a fundamentally different acquisition motion. ChatGPT processes 2.5 billion prompts per day and pulls 5.8 billion monthly web visits. Gemini gets 1.2 billion monthly visits on 750 million “active” users, which means the average Gemini MAU visits the web product 1.6 times per month. The engagement gap is still enormous.

Claude tells the most interesting story of the four. Roughly 30 million monthly users generating $9 billion in annualized revenue by end of 2025, with 80% coming from enterprise and API across 300,000 business customers. Claude Code alone is approaching $1 billion in annualized revenue. Anthropic is projecting $20 to $26 billion ARR in 2026. Compare that to OpenAI expecting to close 2025 with over $13 billion in total revenue from 900 million weekly users and 10 million Plus subscribers. Anthropic generates $9 billion ARR from 30 million users. OpenAI generates $13 billion from 900 million. The revenue per user gap between those two companies tells you everything about where enterprise AI spending is actually flowing.

Google launched AI Plus at $7.99/month, half the price of ChatGPT Plus, and still hasn’t disclosed Gemini’s paid conversion rate. Meta AI crossed 1 billion MAUs by embedding into WhatsApp, Instagram, and Facebook, generates zero direct AI revenue, and Zuckerberg told shareholders the plan is to eventually “insert paid recommendations” or offer subscriptions. A billion users with no monetization path beyond future ads.

The capex tells you who’s betting on what. Alphabet is spending $175 to $185 billion in 2026, more than doubling the $91.4 billion from 2025. Meta is spending $115 to $135 billion. Both are building infrastructure to serve billions of free users they haven’t figured out how to monetize through AI yet. OpenAI raised $40 billion in its Series F and is building Stargate targeting $500 billion over four years. Anthropic raised $13 billion in its Series F at a $183 billion valuation that’s since been marked up to roughly $350 billion on the back of $15 billion from Microsoft and Nvidia.

Each company is winning exactly one race. Google wins cloud throughput and distribution. OpenAI wins consumer engagement and willingness to pay. Anthropic wins enterprise revenue efficiency. Meta wins a user count that nobody’s figured out how to monetize. The question Wall Street hasn’t answered: which of those four races determines who captures the economics of AI over the next five years.

[Mohit @mohit_connects]

Something to always remember and regularly remind ourselves. (by @sandeepmanudhan )

" #AI is not #intelligent, and #Machines do not learn "

https://t.co/qjTfcwTOFl

#ArtificialInteligence

[Mukul Dekhane @dekhane_mukul]

Evolving eight categories of Indian Vegetarians -
1 - Pure Vegetarian (Pure vegetarian)
2 - Can eat egg but not chicken (Eggetarian)
3 - Can eat cake (which has egg) but not Omelette or boiled egg (Cakeytarian)
4 - Can eat the gravy but not pieces (Gravyetarian)
5 - Can only eat non-veg outside the house, not inside (Restrictarian)
6 - Eat non veg only while drinking. When not drinking they are vegetarian (Boozytarian)
7 - Eat non veg only when forced by someone to do so (Forcitarian)
8 - Pure Vegetarians on Tuesday, Thursd ay & Saturday. Can eat anything on Monday, Wednesday, Friday & Sunday (calendartarian)

#SundayFun

😂😂

[Mohit @mohit_connects]

The time is always right to do what is right

#MartinLutherKingJunior

[Mohit @mohit_connects]

Podcasting is celebrated at the #GoldenGlobes

The world has more than 4.5m #podcasts, so choosing a winner will not be easy.

The Globes have drafted in #Luminate an #analytics firm, to narrow down the top 25 podcasts using measures such as audience size and market presence.

[Mohit @mohit_connects]

An insightful article on where does the next AI’s trillion dollar opportunity lie

[Jaya Gupta @JayaGup10]

https://t.co/uPXcTUEsnc

[Mohit @mohit_connects]

@Vikrchan Such a delightful read 😁

[Nithin Kamath @Nithin0dha]

I was watching this video by @RainmatterOrg about how Chhatrapati Sambhajinagar (Aurangabad) cleaned up the Kham river in 5 years. It had become a sewage drain, and they turned it back into a flowing river. Made me think about especially of Delhi's air quality problem.

They mapped 249 waste entry points with drones and installed traps. Rerouted sewage to treatment plants and built new ones. Set up a facility for textile waste from factories. Cleaned the river and discovered springs that were buried under debris. Fixed waste collection across the city, removed 170 dump sites. The municipal commissioner joined weekend cleanups himself. Citizens showed up every Saturday. The key was stopping waste from entering the river in the first place, not just cleaning it.

If a smaller city can pull this off in 5 years with the municipal corporation, NGOs, and citizens working together, I was wondering if governments, businesses, NGOs, and citizens actually collaborate, can't they make a difference in Delhi, Mumbai, Bengaluru, and many other cities where the Air quality is really bad.

[Mohit @mohit_connects]

@bigbasket_com You have the order number, you have the payment mode.
Refund the money and resolve this matter

@harimenon_bb

[Mohit @mohit_connects]

@bigbasket_com
There is no resolution happening on Ticket No:761893634077
Have been following up since last 2-3 days but still no response.
First you don’t deliver the order and still mark it as delivered.
Then you accept the issue but still have not returned the money till now.
Please get the refund issued immediately as the order was not delivered.
I don’t need any call back from your team, just refund my money

[Mohit @mohit_connects]

@bigbasket_com I have wasted enough time hearing false assurances from ur representatives.

Do yourself and me a favor, just refund my money as you have not delivered the order.

[Mohit @mohit_connects]

@bigbasket_com Repeating for the Nth time

I don’t want call back.

Refund the money as you didn’t deliver the product.

@harimenon_bb

[Mohit @mohit_connects]

@bigbasket_com @harimenon_bb
Unfortunate that I have to tag you for this simple issue which your team is not able to resolve even after explaining multiple times.

Request if you can guide them and get my money refunded for this unfulfilled order.

[Mohit @mohit_connects]

How many times I have to repeat the same point?
- U didn’t deliver the order
- U still fraudulently marked it as delivered
- Only on raising the issue ur representative called back & said he will deliver the order by 31-Oct
- The order was still not delivered even after trying to reach ur customer care multiple times on 01-Nov
- Now I don’t want to deal with ur frauds and useless call backs.
- Hence REFUND my money immediately

[Mohit @mohit_connects]

@bigbasket_com @bigbasket_com refund is still pending

[Mohit @mohit_connects]

As I already mentioned I don’t need any more call backs from you. You guys didn’t deliver a simple order and still fraudulently marked it as delivered. Since then all I am getting from you is empty call backs.
Please refund my money which you charged without even delivering the order.

[Mohit @mohit_connects]

Fall in #love with some activity, and do it! Nobody ever figures out what life is all about, and it doesn’t matter. Explore the world. Nearly everything is really interesting if you go into it deeply enough. #Work as hard and as much as you want to on the things you like to do the best. Don’t think about what you want to be, but what you want to do.”

#RichardFeynman,
The #Feynman Lectures on #Physics

[Mohit @mohit_connects]

Great #outcomes aren't built on #great days, but on #consistent ones.

You can't just count the days when it's easy. Each day moves you closer to the #goal . No day is a #hero ; no day is a villain.

Perfect days don't #compound . Consistent ones do.