Ravi M.

Product builder, ex-PM @Google. Abundance is Inevitable.

[Ravi M. @ravi_m]

@HyperTechInvest There’s a chance Cursor could end up on Colossus and move away from NBIS though

[Ravi M. @ravi_m]

@Andercot We will not need to consider this trade off with thinking robots

[Ravi M. @ravi_m]

@bhalligan Jack Dorsey

[Ravi M. @ravi_m]

@daniel_koss AI Cloud is also where they can further differentiate through the software layer creating a compounding advantage

[Ravi M. @ravi_m]

@hamids The announcement is worded confusing, ... Google will pay SpaceX $920 million per month ... for access to “approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components" https://t.co/SFqn7x7D5Q

[Ravi M. @ravi_m]

@joannejang Prediction markets

[Ravi M. @ravi_m]

@hamids This would hit at not just Elon but all SpaceX investors many of whom are Anthropic investors too. And would snuff out an emerging benefical relationship between Anthropic and SpaceX. Don't think there's much upside in this expt.

[Ravi M. @ravi_m]

@hamids Wouldn't be surprised in medium term but for this year, Meta is at the wrong end of the AI narrative similar to software. They will have to demonstrate ROI from AI capex (beyond improvements in their core business) to hit your target this year

[Ravi M. @ravi_m]

@romanchernin Agreed. Anthropic's premium is going to force companies to model value/token spend and use cheaper / open source models for lower value tasks. Nebius should make this easy for customers!

[Ravi M. @ravi_m]

@mvcinvesting Surgical acquisition of team and license to optimize inference, this is next level focus and execution

[Ravi M. @ravi_m]

@mvcinvesting Smart move, also adds to Nebius' ability to reduce latency through vertical integration

[Ravi M. @ravi_m]

@benspringwater in addition to everything, this is a really well crafted cold email

[Ravi M. @ravi_m]

@rahulchhabra07 @sabi @khoslaventures @Accel @Initialized @kevinweil Love the bold vision, beanie is much more user friendly and universal than a helmet or implant, take my money!

[Ravi M. @ravi_m]

@pjux the high TC comes with a price