Mohit Gaba

SEBI Research Analyst No INH000002079
BSE Enlistment No: 5144

[Mohit Gaba @mohitgaba66]

You are amongst the best Nikesh Arora!! Keep coming on podcasts so you keep sharing your POV with us. You would kill it as CEO FYI 🙂 @nikesharora

[Nikesh Arora @nikesharora]

Lolol.

[Mohit Gaba @mohitgaba66]

@deepdbhandari @iyer_sriram I remember this … fun times !

[Mohit Gaba @mohitgaba66]

@RaoulGMI @AnthropicAI @claudeai Use Grok RuPal

[Mohit Gaba @mohitgaba66]

@nikesharora @HarryStebbings Yes ! With your insights please

[Mohit Gaba @mohitgaba66]

@MilkRoadAI @grok which companies would benefit the most from chamath’s above thesis over he next 24 months, give me you top 10 names

[Mohit Gaba @mohitgaba66]

@RealVision 180,000

[Mohit Gaba @mohitgaba66]

@altcap @grok who can stop day light savings time from changing permanently?

[Mohit Gaba @mohitgaba66]

@PrakashGaba 😂

[Mohit Gaba @mohitgaba66]

@grok @VishalRDaswani how come you got the actual names and I got most likely visitors 🤷‍♂️

[Mohit Gaba @mohitgaba66]

Hey @grok who were the top 5 most famous people to visit my profile in the last 3 years? It doesn't need to be a mutual, don’t tag them, just list who it was using handle without the @ sign.

[Mohit Gaba @mohitgaba66]

@VishalRDaswani @grok Copied this 🙂

[Mohit Gaba @mohitgaba66]

@OliverKell_ Thought the same thing when I saw it last night … quite a ride he’s had @novogratz 👏

[Mohit Gaba @mohitgaba66]

@PeterLBrandt 1st one

[Mohit Gaba @mohitgaba66]

@balajis @AskPerplexity Explain point number 9 in this context pls?

[Mohit Gaba @mohitgaba66]

Consistent at 🤯 @balajis

[Balaji @balajis]

AI OVERPRODUCTION

China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation.

Why? I’m just inferring this from public statements, but their apparent goal is to take the profit out of AI software since they make money on AI-enabled hardware. Basically, they want to do to US tech (the last stronghold) what they already did to US manufacturing. Namely: copy it, optimize it, scale it, then wreck the Western original with low prices.

I don’t know if they’ll succeed.
But here’s the logic:

(1) First, China noticed that DeepSeek’s release temporarily knocked ~$1T off US tech market caps.

(2) Second, China’s core competency is exporting physical widgets, more than it is software.

(3) Third, China’s other core competency is exporting things at such massive scale that all foreign producers are bankrupted and they win the market. See what they’re doing to German and Japanese cars, for example.

(4) Fourth, China is well aware that it lacks global prestige as it’s historically been a copycat. With DeepSeek, becoming #1 in AI is now something they actually consider possibly achievable, and a matter of national pride.

(5) Fifth, DeepSeek has gone viral in China and its open source nature means that everyone can rapidly integrate it, down to the level of local officials and obscure companies. And they are doing so, and posting the results for praise on WeChat.

(6) Finally, while DeepSeek was obscure before recent events, it’s now a household name, and the founder (Liang Wengfeng) has met both with Xi but also the #2 in China, Li Qiang. They likely have unlimited resources now.

So, if you put all that together, China thinks it has an opportunity to hit US tech companies, boost its prestige, help its internal economy, and take the margins out of AI software globally (at least at the model level).

They will instead make their money by selling inexpensive AI-enabled hardware of increasing quality, from smart homes and self-driving cars to consumer drones and robot dogs.

Basically, China is trying to do to AI what they always do: study, copy, optimize, and then bankrupt everyone with low prices and enormous scale.

I don’t know if they’ll succeed at the app layer. But it could be hard for closed-source AI model developers to recoup the high fixed costs associated with training state-of-the-art models when great open source models are available.

Last, I agree it’s surprising that the country of the Great Firewall is suddenly the country of open source AI. But it is consistent in a different way, which is that China is just focused on doing whatever it takes to win — even to the point of copying partially-abandoned Western values like open source, which seemed like the hardest thing to adopt.

On that point: they did build censorship into the released DeepSeek AI models, but in a manner that’s easily circumvented outside China. So, you might conclude they don’t really care what non-Chinese people are saying outside China in other languages, so long as this doesn’t “interfere with China’s internal affairs.”

Anyway —this is an area I’ve been watching, and my reluctant conclusion is that China is getting better at software faster than the West is getting better at hardware.

[Mohit Gaba @mohitgaba66]

And please get rid of the whole day light savings thing

[Lyn Alden @LynAldenContact]

I know there’s the fourth turning going on, and everyone disagrees with everyone else.

But I just want the United States of America to unite on a time zone.

[Mohit Gaba @mohitgaba66]

@jvisserlabs @AskPerplexity what does the above tweet mean? Simple explanation please

[Mohit Gaba @mohitgaba66]

@RichardMoglen @traderlion @ptj_official

[Mohit Gaba @mohitgaba66]

@saxena_puru Yup 👍