Pradeep Gupta

Technologist and Investor

[Pradeep Gupta @PradeepGuptaMIT]

Click vs Prompt Valuation, Churn matters!

Top LLM face 8-18% monthly churn today. True valuation today must anchor on Net Revenue Retention (NRR) and Margin After Compute (MAC), not just raw adoption numbers.

[Pradeep Gupta @PradeepGuptaMIT]

@TRUMP_ARMY_ 👍

[Pradeep Gupta @PradeepGuptaMIT]

@JDVanceNewsX 👍

[Pradeep Gupta @PradeepGuptaMIT]

Huawei disrupted Cisco! DeepSeek disrupts @OpenAI. Not happening again.

https://t.co/7RDcQ5RcdJ

[The Economist @TheEconomist]

China’s DeepSeek AI lab has disrupted stock prices and left major American tech firms reeling after it developed a cutting-edge language model, made for less than $6m. Our AI writer, Alex Hern, explains how this happened https://t.co/9b6jdHSVjr

[Pradeep Gupta @PradeepGuptaMIT]

VR continues to dodge smart investors. Humbling apologies from @jimcramer. Zuck doesn’t have a magic wand and it is obvious. @elonmusk is preparing to eat Zuck’s lunch in social media. New game has started! https://t.co/EdzhAMmlaA

[Pradeep Gupta @PradeepGuptaMIT]

Time to rethink US water infrastructure  Water crisis in the US west reaches alarming level as lake mead reaches below 1042. Probably will trigger many firsts since 1919 compact (a) Tier 2 water shortage (b) seven states voluntarily cut water shortage or fed will do it for them.

[Pradeep Gupta @PradeepGuptaMIT]

Amazing..Tony Stark visits MIT to meet researchers working on miracles. https://t.co/1wPqaJ9Mlx

[Pradeep Gupta @PradeepGuptaMIT]

Climate-Maoist help build the Net-Zero future and stop this destructive agenda now. https://t.co/2USjPnCqM9

[Pradeep Gupta @PradeepGuptaMIT]

@elonmusk suggest applying AI with the Socrates 3-sieve logic below to transform Twitter and weed out disinformation and reduce “garbage-in garbage-out” pollution

1.  Is information verified to be true?
2.  Does it convey something positive?
3.  Is it necessary to tell?

[Pradeep Gupta @PradeepGuptaMIT]

General Electric’s decision to break apart reignites the question of the best structure for business: fit and focused, or diversified https://t.co/piLMSn0djp

[Pradeep Gupta @PradeepGuptaMIT]

GE follows IBM. De conglomeration wave begins in the age or re-industrialization. https://t.co/zdTagcGpRV @IBM @generalelectric

[Pradeep Gupta @PradeepGuptaMIT]

Thank you CCP,keep it local nobody needs it outside China. https://t.co/Y6xtUtKZIt

[Pradeep Gupta @PradeepGuptaMIT]

@tomsguide good catch on @apple’s marketing. ESG investors want carbon-neutral iPhone not gimmicks. https://t.co/EA9TpVbjsh

[Pradeep Gupta @PradeepGuptaMIT]

@apple Without ubiquitous wireless charging, eliminating power adapter is cheap way to get ESG brownie points. Innovate instead. https://t.co/mt3bk69SEg

[Pradeep Gupta @PradeepGuptaMIT]

Tibet all over again! ⁦@NCUSCR⁩ ⁦@CFR_org⁩ ⁦@p_t_charles⁩ @SecPompeo Razed Thousands of Xinjiang Mosques in Assimilation Push, Report Says - WSJ https://t.co/U4UerkCfRj

[Pradeep Gupta @PradeepGuptaMIT]

@nvidia @SoftBank - follow the new supply chain. Old game is over! https://t.co/zYhPF7ZNxl

[Pradeep Gupta @PradeepGuptaMIT]

@nvidia @softbank @CFIUS_Watch What a joke - tail (production in China) controlling the deal, TSMC get on it. https://t.co/zYhPF7ZNxl

[Pradeep Gupta @PradeepGuptaMIT]

Truly historic picture. Growth through peace, new beginnings in Middle East. https://t.co/0xHdN46kYB

[Pradeep Gupta @PradeepGuptaMIT]

@oracle @Walmart let us make sure we are not paying for the cheap Chinese-karaoke-AI algorithm. The deal is about user acquisition. https://t.co/y2GooumO3C

[Pradeep Gupta @PradeepGuptaMIT]

Good move @Oracle but it it not enough! The buyout structure shld be reversed- 80% US owners, 20% to ByteDance which is better than 0%! https://t.co/Uk0kcxTfXm

[Pradeep Gupta @PradeepGuptaMIT]

As former @sunmicrosystems employee. Happy to see @Oracle in position to win @tiktok_us deal. No source code is a deal breaker! China forced US companies to give source code as part of the deal, let us play hardball.