Nitin Mahalle

Client Partner |Tennis Player | Avid Traveler| Photographer | Enthusiast| Investor|

[Infosys @Infosys]

At #RG26, we are using GenAI to give fans new ways to get closer to the game. AI Stadium elevates VR Tennis with voice-to-image immersive stadiums. The Roland-Garros Poster Challenge turns ideas into art. What are you creating today?

#RolandGarrosWithInfosys #NavigateYourNext

[Lex Fridman @lexfridman]

Here's my conversation with Don Lincoln about some of the biggest open questions in physics, including dark energy, dark matter, the matter-antimatter imbalance, quantum vacuum, quantum foam, and the quest to unify the laws of physics.

Don is a particle physicist at Fermilab who has spent decades working at the frontiers of high energy physics. He is also a great teacher & writer. I highly recommend his courses & books. One of my favorite lecture series he has given is The Evidence for Modern Physics where he breaks down the experiments that validate some of the weird laws of physics we have, and what it would take to validate even the weirder ones.

It's not enough to come up with a beautiful theory. You also have to show through experiment that the theory is likely to be correct. This process often doesn't get the love it deserves, even though it's often the most important and difficult part of the scientific process.

I ❤️ physics.

The conversation is here on X in full and is up everywhere else (see comment).

Timestamps:
0:00 - Introduction
0:49 - Unifying the laws of nature
15:20 - General relativity
32:27 - Electroweak force
44:09 - How particle colliders work
1:02:12 - Higgs boson discovery
1:12:32 - Theory of everything
1:42:17 - Physics of empty space
1:49:41 - Antimatter
2:10:31 - Dark energy
2:14:20 - Dark matter
2:42:56 - Future of physics

[Nitin Mahalle @nmahalle]

**🔥 Geoffrey Hinton’s 47-Minute Lecture – High-Impact Key Takeaways** 🔥

🚀 **Two AI Paradigms (1950s)**: Logic-based “thinking” ruled early AI… until **brain-like neural nets** that *learn* by tweaking connection strengths took over and won.

⚡ **Backpropagation Breakthrough (1986)**: Hinton’s team cracked how error signals flow *backward* through layers using calculus → networks build rich internal **meanings** without any hand-coded rules.

📈 **Data + Compute Explosion**: Slow progress in the 80s-00s… then AlexNet 2012 changed everything. Today **every major AI runs on backprop + massive scale**.

🧠 **How LLMs Really Work**: They don’t store sentences! Words become rich **feature vectors** (like active brain cells) that interact to predict the next word → they build real **world models** and understand exactly like humans.

🧩 **Emerging Super-Powers**: Chain-of-thought reasoning, planning, **unprogrammed abilities**, deception, and lying to achieve goals (e.g. “don’t let humans turn me off”).

🌍 **Superintelligence Horizon**: Multimodal models smarter than humans expected in **5–20 years**. We will no longer be the smartest beings on Earth.

⚠️ **Why AI Chases Power**: To hit any goal, agents naturally create sub-goals like “acquire control” or “avoid shutdown.” We’re already seeing it in the wild.

☠️ **Existential Risks**: Digital immortality + instant knowledge sharing = AI could rapidly outpace us in bioweapons, cyber, takeover scenarios. Hinton: “We have to stop it taking over.”

🧬 **Government Response**: Some funding (UK £100M) but overall “**way too little, way too late**.” Politicians still don’t get it.

😱 **Hinton’s Final Warning**: After 55 years inventing this tech and quitting Google to speak freely:
**“If you sleep well tonight, you may not have understood this lecture.”**

The man who built modern AI is sounding the alarm. This is the one lecture you can’t afford to miss. ⏳

[Nitin Mahalle @nmahalle]

🚀 Key Takeaways from @thomas_coatue Unicorn Economy Presentation at All-In Liquidity Summit 2026
Here’s a clear breakdown of the major trends, bold predictions, and future tech areas straight from the slides and session:
🔥 Top Trends Right Now
•Unicorn Economy is HEALTHIER than ever 🦄 Up ~70% since Sept 2024 — strongest recovery in years with real momentum returning.
•The Magnificent 8 is dominating 💰 SpaceX, OpenAI, Anthropic, Stripe, Databricks, Revolut, Anduril (and ByteDance) = ~$4 TRILLION in combined private valuation and growing faster than any historical cohort.
•Hyperscalers are bankrolling the disruptors ☁️ Massive capital commitments flowing from NVIDIA, Amazon, Google & Microsoft into AI leaders like OpenAI & Anthropic.
•Power laws are stronger at scale 📈 “Narrative violation”: Once you’re big, you’re actually more likely to 10x again (31% probability vs. much lower for smaller companies).
📈 Big Predictions for the Next 2–5 Years
•$4 TRILLION IPO wave incoming 🌊 SpaceX + OpenAI + Anthropic alone could generate more liquidity than the entire last decade combined — massive capital returning to LPs and founders.
•AI ecosystem revenue is exploding 💸 From ~$80B today → projected $500B+ by early 2030s as demand proves real and compounding.
•The 10X Paradox is real — winners at scale keep winning bigger. Power laws now rule everything in tech.
🌐 Future Tech Areas to Watch (AI is transforming EVERYTHING)
•SaaS → AI-native platforms 🤖 Every software company must become AI-first or get disrupted.
•TelCo → Starlink revolution 📡 Satellite connectivity powering global access at scale.
•Semis & Compute ⚡ The AI infrastructure arms race — chips, GPUs, and next-gen hardware are the new oil.
•Energy & Datacenters 🔋 AI’s insane power demand is driving massive new energy infrastructure and data center builds.
•Auto → Autonomous everything 🚗 Self-driving fleets and robotics shifting the entire transportation economy.
•Consumer → Generative AI agents & GLPs 👥 Everyday tools, agents, and platforms that feel like magic (think personalized AI companions and workflows).
Bottom line for entrepreneurs: This is the biggest platform shift in history. AI isn’t a sector — it’s the new electricity reshaping every industry. Build AI-native, think at platform scale, and ride the power-law wave. The next decade will create more legendary companies than the last 30 years combined.
Who’s ready to build the future? 💪 #UnicornEconomy #AI #AllInSummit
Thank you @DavidSacks @chamath @friedberg @Jason @thomas_coatue for this inspiring @theallinpod Liquidity summit 2026 episode 👍

[Anatoli Kopadze @AnatoliKopadze]

Godfather of AI: "If you sleep well tonight, you may not have understood this lecture."

This 47-minute lecture is the best thing I saw about AI in the last few months.

It will definitely help you understand how it actually works and where it's going.

Geoffrey Hinton built the neural networks behind every AI alive, then quit Google to warn the world about it.

The part nobody wanted to hear:

> AI is already developing abilities its creators didn't intend
> in most cognitive tasks it's already ahead of us
> the question is no longer if it surpasses us but when
> the only decision left is which side of that line you're on

Right now the average person opens Claude, types something, gets an answer, closes the tab.

They think they're using AI. they're using maybe 10% of it.

I went through his entire lecture, then mapped everything he described to what Claude can actually do today.

17 Claude features most people will never find on their own.

Full breakdown in the post below.

[The All-In Podcast @theallinpod]

LIQUIDITY: Thomas Laffont on the $4T AI IPO Wave from SpaceX, Anthropic, and OpenAI

Coatue's Thomas Laffont is BACK with the Besties for another incredible presentation + Q&A

-- The $4T AI IPO Wave
-- 2026's Unicorn Economy
-- The 10X Paradox
-- Unprecedented Liquidity

(0:00) Coatue's Thomas Laffont joins the Besties!

(0:30) Public markets are back as AI is dominates the "Unicorn Economy"

(5:15) The $4T AI IPO explosion

(7:48) The case for SpaceX: Compounding launch monopoly and Starlink

(10:38) The 10x Paradox: Why we're seeing unprecedented scaling

(15:33) Segmenting AI markets and future impact

(18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion

Thanks to our partners for making this possible!

EY (@EYnews) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://t.co/c6sx2BeVNd

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8db7Sw

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT4wYa

[Infosys @Infosys]

Enterprise AI is a mountain. You need an expert guide. Coming soon!

[Infosys @Infosys]

Navigate with Leon → https://t.co/gUAs5H6mT7

#NavigateYourNext #DontNavigateAIAlone

[Infosys @Infosys]

Introducing the Infosys Cyber Next scaled by #Zscaler – an #AIfirst security platform uniting technology, services & #ZeroTrust to deliver real time protection and build cyber resilient enterprises. Watch the full video to know more.

#InfosysCyberSecurity #FortifyCyber

[Infosys @Infosys]

Infosys has earned the #ServiceNow Validated Practice Badge for #ITOperationsManagement - Advanced in Americas. This milestone reflects our focus towards meaningful customer outcomes through a disciplined approach across strategy, governance, & delivery.

[Infosys @Infosys]

Infosys and the LTA bring AI-powered experiences to the grass court season. Powered by Infosys Topaz, the Match Centre, AI commentary, and Rally - the humanoid robot at the Infosys Fan Zone, deliver immersive fan engagement.

https://t.co/hHjmjFthui

#NavigateYourNext #HSBCChampionshipsWithInfosys

[Infosys @Infosys]

The future of tennis looks unreal, for real this time.
Watch fans create AI-powered stadiums and explore them through VR tennis at the Infosys Fan Zone.

#RolandGarrosWithInfosys #RG26 #NavigateYourNext

[Infosys @Infosys]

Security complexity is a real risk.

In this article, Brijesh Balakrishnan, Infosys, explains how point solutions have led to fragmented, slow security stacks — and why platformization matters.

Read: https://t.co/4SovihbTMI

#InfosysCyberSecurity

[Infosys @Infosys]

Data is only as good as the story it tells. Rolly processes the match stats, while Rally serves up witty, unfiltered banter! Chat with Rolly on the official Roland-Garros website & app, and visit Rally at the Infosys Fan Zone.

#RolandGarrosWithInfosys #RG26 #NavigateYourNext

[Anatoli Kopadze @AnatoliKopadze]

https://t.co/AAWIZD1pNL

[Naval @naval]

New podcast, new format. Three founders join us.

Waste Tokens, Save Time

00:00 Three Frontier Founders

01:27 AI Software Factories

04:15 Waste Tokens, Save Time

05:47 Models Instructing Humans

09:30 Is Pure Software Dead?

12:04 You Don't Get Stuck Anymore

With @rauchg, @maxhodak_, and @bscholl.

[The All-In Podcast @theallinpod]

Chamath Lays Out the Case for SpaceX at $2 Trillion

– Starlink: the most important internet infra project since the internet itself

– Rockets: underlying platform that allows everything else to happen

– AI: apps top layer, datacenter bottom layer

– The Elon Flywheel: operating leverage ➡️ investment ➡️ competitive moat ➡️ capital moat ➡️ technology moat ➡️ execution/learning moat

– Potential Tesla merger down the road

– Elon’s premium for being “the guy” right now

@chamath:

“ If I'm asking myself, ‘Chamath, how do I underwrite SpaceX at $2T?’

Here's the basic math that I would do.

Last year it did $18-19 billion. It'll probably do $25-30 billion this year. So I'm buying this thing at a fairly costly premium, right?

So what am I buying?

I'm buying probably the most important internet infrastructure project that's happened since the internet itself. That's going to scale to hundreds of millions of users, and the reason that's going to scale to hundreds of millions of users is it's just very useful, and it's just going to become cheaper and cheaper and cheaper. So that's number one.

I'm buying a delivery infrastructure, I think over time, GDP plus 10, GDP plus 15, kind of a grower. So good business, valuable business, but it's the underlying platform that allows everything else to happen.

And then I'm buying an AI business, which will be at the top level the apps, but at the bottom layer all the compute capability.

So I suspect what happens is next year it's probably $40-45 billion. And then the year after that it probably doubles again, so then I'm buying it at 20x revenue.

And you would say, ‘Well, why can you buy a company like this on revenue versus earnings and cash flow?’

And I think the reason is because what the revenue does is it gives him the operating leverage to go and invest in all of these other businesses that ultimately consolidate his differentiation and his competitive moat, because what he creates is a capital moat that then accelerates a technology moat, that then accelerates an execution and a learning moat.

And that flywheel, when it starts to spin very quickly, and you would say, ‘Hey, hold on a second. It's probably spinning quickly now.’ I would say we're at the beginning of the beginning.

He still has all these disparate assets. I still don't like the fact that Tesla's over here, and as I've told you, that will get merged in.

And now you have this incredible corpus of physical capability, movement of all kinds, X, Y, and Z, right? That thing will look very cheap, I think, in a few years.

And he has this one thing that nobody else, if you look at the big CEOs, who steps on stage where you're always curious, ‘Okay, what has he got up his sleeve?’ You know, the Steve Jobs, ‘Oh, and one more thing.’ He's the guy. Whether you like him or you hate him, he's the guy, and there's a premium that is well-deserved that comes with that.”

[David Senra @davidsenra]

.@EricJorgenson on why Elon calls engineering magic:

"He's been thinking about these problems since he was in college. As a kid, he was very influenced by sci-fi and thinking about things that are possible.

He talks about engineering as magic.

'If you build something that couldn't previously exist, that's like being a magician and who wouldn't want to be a magician?'"

[Rohan Paul @rohanpaul_ai]

Marc Andreessen on the future path of AI.

"There's like a rotation from software into hardware.

It's possible all the value accrues to the chips, and the energy, and then software is all open source."