Rushabh Shah

Curiously inquisitive

[Rushabh Shah @rushabhms]

It's hard to stay on top of everything happening in your industry, and it's even harder to stay on top of all the information available today. But here's the thing: our ability to consume and process information quickly is what defines us.

So, here's a list that can help you:

[Sundar Pichai @sundarpichai]

On Monday we announced an equity offering for Alphabet - part of our multi-year investment strategy to meet the AI opportunity ahead and support the demand we’re seeing from enterprises and consumers. Pleased to share the offering was well over-subscribed. We raised a total of ~$45B, with an additional $40B to come as part of an “at the market” program starting in Q3 (for a total of ~ $85B). A huge thank you to our investors, including Berkshire Hathaway who invested $10B.

[Rushabh Shah @rushabhms]

Makes me wonder how the young Indians today are so obsessed with self-attention and using Instagram to do anything and everything.

[Rushabh Shah @rushabhms]

@NileshArnaiya We have just building in this space

[Aswath Damodaran @AswathDamodaran]

US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices. https://t.co/wy8WGu8WcI

[Rushabh Shah @rushabhms]

@Google just made this announcement

[Evan @StockMKTNewz]

JUST IN: GOOGLE $GOOGL JUST ANNOUNCED AN $80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE

And Berkshire Hathaway $BRK.B is writing a $10 billion check to get in.

Here's the full breakdown:

THE DEAL:
- $30B in underwritten public offerings
- $40B through an at-the-market stock program starting Q3 2026
- $10B private placement to Berkshire Hathaway

THE BERKSHIRE PIECE:
- $5B in Class A Common Stock at $351.81 per share
- $5B in Class C Capital Stock at $348.20 per share
- Berkshire has been building this position since Q3 2025

THE PURPOSE:
- Scale AI compute infrastructure to meet "unprecedented customer demand"
- Approximately $30B of the ATM proceeds will cover 2026 employee equity tax obligations
- Remaining proceeds go directly to AI infrastructure buildout

[Rushabh Shah @rushabhms]

@sama As is said by someone pretty close to me and my mentor, Generative AI is just the beginning; Physical AI will be the rollout

[Rushabh Shah @rushabhms]

In the 2026 IPL eras, though the 200/s look pleasing to the batting fanatics, this is killing cricket badly.

[Rushabh Shah @rushabhms]

Anthropic just raised $65bn, nearly trebling its valuation to $900bn and leapfrogging OpenAI as the most valuable AI lab in the world.

This round comes barely three months after Anthropic raised $30bn at a $350bn valuation. Its run-rate revenue crossed $47bn this month, a more than fivefold jump since the start of the year.

So what is the money actually pricing in?

I think it is pricing speed, the sheer rate at which revenue is compounding, rather than profit or any settled moat.

[Anthropic @AnthropicAI]

We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia.

This investment will help us advance our research and expand our capacity to meet growing demand for Claude.

[Rushabh Shah @rushabhms]

@felixleezd Try @Grok Build and I believe those results are even better

[Rushabh Shah @rushabhms]

@OldMonkOfCric Imagine this happening in India, and people would have made a mockery by doing things similar to the Tendulkar - Dravid saga

[Rushabh Shah @rushabhms]

Just started using the @grok Build and couldn't be happier with it. Crazily fast and accurate.

I am getting so biased to see that it may eventually lead the AI game

[Rushabh Shah @rushabhms]

JPMorgan Chase currently holds roughly 11%–11.3% of US retail deposits, depending on the reporting period.

To put that into perspective:
One bank effectively controls more than 1 out of every 9 dollars deposited in US banks.

[Rushabh Shah @rushabhms]

In the times of democratisation of knowledge, some professionals charge a bomb to teach AI to others in India. Pretty much says how AI would find it difficult to penetrate in India

[Rushabh Shah @rushabhms]

@ShivAroor @ndtvindia such pathetic state is the crude reality of today's India

[Malav @malav399]

We are releasing a open source soon

That will be agnostic of sector, stack and regulation.

Integrate < 5 mins on top of existing observability help to track, monitor and make origin of decision and intent explainable; also prevent non-compliant agentic actions.

Making compliance preventive than reactive.

[Giuliano @Giuliano_Mana]

https://t.co/iHM9coelsq

[The Offline Network @OfflineOnAir]

One founder showed up to @suhasasumukh’s Bangalore Hacker House with just an idea and left with a top AI model.

Built entirely pre-incorporation from the house.

"...in a month or two, he got over 6,000 downloads on @huggingface and @southpkcommons also invested in him after that.

And today it's the world's top 20 model on the benchmarks."

@Dheemanthredy | @bharathkmni | @mayaresearch_ai

[Rushabh Shah @rushabhms]

@upadhyay_harsh1 Super stuff, @upadhyay_harsh1

Loved reading it.

I believe data sovereignty is of utmost importance today; otherwise, India may become a training centre for robots.

The DPDP Act will need faster roll out than May27 I believe