Shiv Shankar

Prove Fast, Build Better. CEO @boundless_xyz Prev: @AvaLabs @Coinbase @amazon Views are my own

[Shiv Shankar @sshankar]

https://t.co/WwEivnLIYG

[Shiv Shankar @sshankar]

@tomerweller @boundless_xyz Hehe! 🫡

[Shiv Shankar @sshankar]

It’s time y’all … and the world is barely ready.

[Natalia 🌹 @talianotnatalie]

cookin again 👀

on set with @boundless_xyz & crew

[Shiv Shankar @sshankar]

Be humble, kind, thoughtful and funny.
That’s the best leadership archetype imo.
Be interested and interesting.

Don’t be aloof, prickly, a person of few words and high handed.

Teams that laugh, work and play together. Win together.

Your title, seniority etc. is all B.S.

[Lex Fridman @lexfridman]

I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago.

Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it.

Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food.

Days like these, even more than usual, I feel like the luckiest kid in the world.

Love you all! ❤️

[Shiv Shankar @sshankar]

Boundless is coming to NY Tech Week - @Techweek_

If you're building in compute and infra, we need to talk. 20 min coffee chats, on me.

Bonus: hosting a few events for leaders in onchain finance x privacy. If that's you, we have 1, maybe 2 spots open.. see you there?

[kashvi @kashvii]

if you’re visiting NYC for tech week and building something across AI, compute, ZK - hmu

would love to say hello & invite you to 2-3 cool things

[Shiv Shankar @sshankar]

@chandrarsrikant Here we go again.. hopefully we don't get de-banked and we spell words properly in Hinglish.

"Chalo shuru karen" is still heavy in my memory.

[Shiv Shankar @sshankar]

Customer loyalty moves on price and service.
@Costco wins on both metrics.. as does @boundless_xyz Though we have a ways to go to get to costco levels. https://t.co/NXtOjoUCyg

[a16z @a16z]

Costco is the king of low prices

Charts of the Week: https://t.co/PGxjCSffOC

[Shiv Shankar @sshankar]

Will energy providers be ok with it?
Will insurance cover in case of fire or theft? Theft is gonna be a super real problem when you go on vacation.

It's a great idea if you ignore the details.

[Future Stacked @FutureStacked]

🚨BREAKING: Nvidia will pay you $1,000 a month to host a mini AI data center at your house.

It looks like a regular AC unit sitting in your yard. Nobody walking past would know what is inside.

Inside sits 16 Nvidia Blackwell GPUs and Dell servers running at full capacity.

A startup called Span builds and installs them. They are backed by Nvidia directly. The whole unit bolts onto your home and you get paid for the power and Wi-Fi you supply.

Some estimates put the monthly payout around $1,000. That is rent money just for hosting a box you never touch.

Span says the units deploy significantly faster and cheaper than traditional data centers. That is exactly why Nvidia is backing the suburban rollout instead of waiting for more commercial land.

The AI boom needed more compute. It found it in the suburbs.

The grid is being rebuilt one backyard at a time. Save this.

[Shiv Shankar @sshankar]

If you're building in institutional privacy, enterprise payments, and compute infrastructure get in touch.

Would love to chat over a terrific meal!

[Boundless @boundless_xyz]

The Privacy Table is returning to NYC with @StellarOrg

A curated dinner for C-suite leaders and decision makers shaping the future of private payments and onchain privacy.

See you at the table.

[Shiv Shankar @sshankar]

wowza!
in 2 years - what even is youtube?

[NVIDIA AI @NVIDIAAI]

You should read this thread.

It used to take about 25 seconds to generate a 5-second video on 8 Blackwell GPUs. The legends at @haoailab brought that down to just 4.2 seconds on a single Blackwell GPU… and then open sourced the tech behind it.

[Shiv Shankar @sshankar]

To be honest, sports (in India, in particular) was mostly unstructured and created a great space for learning inter-personal skills. None of us made it to the national/state/district team.. but we all became great friends.

It's been quite hard to engineer that within youth sports here.. it seems to be a work item for college applications.

[Cointelegraph @Cointelegraph]

🔥 BIG: $114T+ custodian DTCC taps Stellar to bring stocks, ETFs and U.S. Treasuries onchain.

[Shiv Shankar @sshankar]

The good news is that it means engineers (the human varietal 🙄) will be asked to find a way to lower costs of these AI features and add value to customers.

Low hanging fruit - use open source models, run on cheaper hardware and focus on customer pain points.

[Polymarket @Polymarket]

JUST IN: Uber’s COO says heavy AI spending is getting harder to justify, as higher token usage fails to show a clear payoff in consumer features.

[Shiv Shankar @sshankar]

🥺 Stop it Guruji!

[Bryan Johnson @bryan_johnson]

Modern life has tricked us into thinking travel is good.

It's kind of barbaric for the body.

Last time I went to Asia we measured my biomarkers.

The data was bad…

+ 9 days for blood glucose stability
+ 9 days to re-entrain my circadian rhythm
+ 18 days for sleep architecture recovery

The research:
+ people who travel constantly for work (3+ wks a month) have measurably more anxiety, depression, and drinking problems than people who don’t
+ repeated jet lag is linked to memory-region shrinkage in flight crews
+ your immune system takes a hit. Dry cabin air dries out mucous membranes that block infection which can leave you more exposed to getting sick

This is intuitive because the body runs on a clock. Biological processes kicked off by another, with sleep + sun running the show.

Cabin altitude is ~7,000 ft. Hypoxia alone disrupts cortisol and suppresses nocturnal melatonin for hours after you land. Cabin humidity drops as low as 5% (drier than the Sahara).

If you’re budgeting your international trips: I’d suggest no more than once every 3 months. Evidence shows you need ~1 day per time zone to re-entrain, and east is worse than west.

Once Kate gets back she’s starting the female protocol. This also means she can’t travel internationally for at least a few months while we collect baseline measurement.

The body understands time zone changes as trauma.

I hope that this is my last international trip for a very long time.

[Shiv Shankar @sshankar]

The only way rail beats flights is (a) wifi (b) food (c) space (d) faster check-ins.

Space and faster check-ins are very easily traded for time of journey for 3-5hr flights (~12-18 hours on rail).

Food mostly sucks.. in other words, starlink may have killed off hi-speed rail.

[Elon Musk @elonmusk]

Starlink coming to American Airlines! 💫

[Shiv Shankar @sshankar]

Low cost, open source models will win this out in the middle term.

Companies can’t justify handing over money AND its data to closed software companies who will gleefully put them out of business to justify their valuations.

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[Shiv Shankar @sshankar]

See you soon - @Techweek_ NYC..

[Shiv Shankar @sshankar]

Returning to NYC for @Techweek_ followed by @ethconf

Spending most of my time lately on a problem that keeps coming up in every conversation with banks and fintechs - how do you run compliant, confidential transactions on public blockchains?

If you're working on anything where transaction privacy and compliance intersect - would love to grab coffee and compare notes.

We're also hosting a couple of events during the week. DM me if you're in New York from June 2nd to 10th.

[Shiv Shankar @sshankar]

Say it with me.. financialization of compute.
@boundless_xyz compute will be required to advance humanity.

Our naming choices aren’t a coincidence.

[Elon Musk @elonmusk]

As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale.

We are in discussions with other companies to do the same.

Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.

[Shiv Shankar @sshankar]

Financialization of Compute.
https://t.co/NvcpNUJTTN

I think you can 'infer' a pattern here. @boundless_xyz has been way ahead of this trend and predicted this outcome in our original whitepaper - a year or so ago.

Glad to see everyone aligning.

[Shiv Shankar @sshankar]

Financialization of compute.
🫰

[OpenAI @OpenAI]

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute.

We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably.

Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world.

https://t.co/TN4OkZr2Uo