Mehul Goyal

Lead, Team Boson, | | CS, IITB | macro & micro economics | global politics

[Mehul Goyal @observerforever]

@sachdh @retrovrv @skau98 @scaletogether I really wanted to come to this, wasn’t in the country. I hope there’s a next time.
Any notes / interesting stuff you came across?

[Mehul Goyal @observerforever]

@_raghuvamsi Epic!!! I have lots of groundwork done on this. Happy to brainstorm/share notes.

[Mehul Goyal @observerforever]

@vijaythirumalai Thanks Vijay, your high regard for us will push us to reach even higher.

[Mehul Goyal @observerforever]

@kamath_sutra Great stuff 🙌

[sphinx @protosphinx]

deepseek is a side project.

[Mehul Goyal @observerforever]

This was such an information dense pod. Recommending everyone in my AI circles to go through this if you want to understand where software, hardware and economics behind them meet. Also, finally someone talking about tpu vs gpu vs trainium.

[Brad Gerstner @altcap]

2025-2026 going to be wild especially when we consider o3 is just at GPT 2.5 level of scaling & are now scaling intelligence across multiple dimensions! Buckle up & enjoy the holidays with your loved ones - some things AI will never change! 🤍🎄🎁

[Mehul Goyal @observerforever]

@nischal @X @elonmusk I thought you had to pay $8/month? Any other way

[Save Invest Repeat 📈 @InvestRepeat]

CIO of Parag Parikh Mutual Fund - Rajeev Thakkar has written a letter to PPFAS unitholders.

[Mehul Goyal @observerforever]

@paraschopra 100%. The speed of innovation definitely levels the playing field out. And that’s precisely the case with ai.
Probably agree with the disadvantage part as well. Older frameworks might sometimes become shackles that have to be unlearnt.

[Mehul Goyal @observerforever]

my observations during kickoff - median age is 22 and damn these guys are super smart + ambitious. Build fiercely guys!!

[Paras Chopra @paraschopra]

Kicked off the 2nd batch of Turing’s Dream, the AI residency that I run in Bangalore!

Here’s what they’re upto…

[Paras Chopra @paraschopra]

5/ @observerforever (a former hedge fund trader) build transformers that can trade in the markets.

He understandably won't give out all the details, but he helped built good intuition on why even PnL isn't the right metric to target (rather one should target sharpe)

Slides: https://t.co/H3R9VuTjzd

[Paras Chopra @paraschopra]

Turing’s Dream first batch is over.

10 people, 10 projects, 6 weeks!

Here's what everyone explored in AI...

🧵

[Mehul Goyal @observerforever]

@NirantK Thanks @NirantK for the talk.
Side note - would recommend to start watching uranium as well alongside crude 😂.

[Mehul Goyal @observerforever]

@deepakshenoy Totally agree with the above.

However, don’t you think that price discovery for these (and many more) public equities is incorrect because long term shorting in India is almost impossible without futures existing (which don’t beyond top200) ? If yes, any way to improve it?

[Mehul Goyal @observerforever]

@manan_0308 @kaavyya I did it by making the deterministic math into a separate function which can be called by the voice agent with inputs from voice note.
The Alphageometry paper outlines this exact approach and is able to solve math problems at the level of imo silver medalist.

[Mehul Goyal @observerforever]

@mihirk1994 30u30 bs everywhere?

[Mehul Goyal @observerforever]

@championswimmer Any reason for preferring a fund over index put? (when puts have an added advantage of downside protection as well. so if the market rallies up, not a lot of money is lost.)

[Mehul Goyal @observerforever]

@mister_whistler @adadithya Yes please

[Mehul Goyal @observerforever]

boss quote by aravind perplexity ceo - "if someone is motivated by money, the big companies can match that . Sure we can say upside, but ultimately its the working for challenges for which one should join a smaller startup."

[Mehul Goyal @observerforever]

@warikoo @paraschopra why do you prefer profit-sharing over esops? i come from a profit-sharing world and would love to get your pro-con on this.