Sulekh

International Affairs
Media and Communication

[Sulekh @sulekh]

Just kidding.

[Barchart @Barchart]

BREAKING 🚨: Meta

$META has now plunged more than 17% since last week's earnings report 📉📉 Thanks a lot Zuck 🫡

[Andy Jassy @ajassy]

About 11 years ago, with our very talented Annapurna team and informed by the unusual scale and insight we had in operating the largest cloud infrastructure, we decided to design and build our own CPU chip.

This CPU chip is now known as Graviton, and is well-loved by our AWS customers. About 98% of our top 1,000 EC2 customers use Graviton expansively. Over 120,000 customers are using Graviton. Meta just committed to tens of millions of Graviton cores for their agentic AI efforts. Uber and Snowflake are deploying Graviton as well.

Today, we released Graviton5 into General Availability.

The reason customers are so excited about Graviton is that it offers about 30-40% better price-performance than comparable instances. This is a big deal at any scale.

But, when you layer on top of how much CPU customers normally use with the fact that AI’s growth is driving explosive CPU expansion given that post-training, reinforcement learning, and agentic actions use CPU, Graviton becomes even more compelling.

Excited for how Graviton5 will help customers. https://t.co/I5IjZJ2OCh

[Matt Garman @mattsgarman]

Almost every customer conversation right now comes back to the same thing: they want AI that can take on more complex tasks autonomously, not just answer questions.

@AnthropicAI's Claude Fable 5, its first 5th-generation model, is built for that and is now available on Amazon Bedrock and Claude Platform on @awscloud: https://t.co/k3GCSOF6Uj

[Sulekh @sulekh]

@intel @jbulltard1

[naiive @naiivememe]

This is why only 20% of traders succeed in the market

[Sulekh @sulekh]

**it happens😀

[Kevin Xu @kevinxu]

SOLD $PALU FOR +0.18% GAIN

Currently $68k in cash.

Loading up my next trade soon. Subscribe to see my early thoughts.

[Sulekh @sulekh]

WTF. Are you serious?

[cam worboys @camworboys]

Voila… Meet the @CashApp Wand.

A magical new way to pay.
First in our lineup of Cash App Tags.

Get yours before it’s gone.

[Sulekh @sulekh]

Got to build back the launch pad.

[Chris Camillo @ChrisCamillo]

Real $AMZN conviction loves this.

[cam worboys @camworboys]

Something new. Coming Thursday.

[Miles 🌞 @milessuter]

We just shipped stablecoins on @CashApp.

Everything runs from your existing USD balance - no separate wallet, no managing multiple chains, no extra setup, and importantly no fees.

Send and receive USDC on SOL, ETH, POL, and ARB.

The most seamless integration in the world imo.

[Sulekh @sulekh]

@jbulltard1 😀😀😀😀

[Sulekh @sulekh]

120B of compute is bearish. Ask @elonmusk

[Kaushik @WisemanCap]

😂

[Sulekh @sulekh]

Goes all in after a 2 hour research. 😂😂😂😂

[jbulltard @jbulltard1]

i like how @kevinxu just sent everyone into poverty with this turd of a penny stock and sure enough he'll post soon telling everyone how he's worth $11m just bc. Truly one of the worst guys on this entire app.

[Sulekh @sulekh]

Please kake the Waymo approach😂😂

[matt ross @emcross23]

FSD for money

[Sulekh @sulekh]

Well done @Apple

[Greg Joswiak @gregjoz]

Apple Intelligence is about to make some of our accessibility features even more powerful: from stronger descriptions in VoiceOver and Magnifier to a more intuitive Voice Control with natural language and an even more adaptive Accessibility Reader! #GAAD https://t.co/v5H0YhbUZu

[Sulekh @sulekh]

Yes. @apple always gets it right. The real value is not in SLOP.

[Matt Garman @mattsgarman]

The future of AI won’t just be shaped by bigger models. It’ll be shaped by the researchers building better systems underneath them.

Build on Trainium is @awscloud's $110M investment helping universities push AI research forward on Trainium, Neuron, and large-scale AWS infrastructure.

Excited to see what this next generation builds. https://t.co/jU0nP0AjYv

[Sulekh @sulekh]

Trainium3 chip is very exciting, the video ...let's work on it.

[AWS Newsroom @AWSNewsroom]

We were at Annapurna Labs when AWS engineers unboxed the very first Trainium3 chip. What followed was a rollercoaster of real-time problem-solving to prove the chip could power next-generation AI.

Watch the full bring-up video: https://t.co/huwzIRMZxi

[Sulekh @sulekh]

It is now actively mining🤣🤣

[Adam Spring @positivelyforth]

Whatever happened to @protomining 🤔 $XYZ

[Matt Garman @mattsgarman]

We're the first cloud provider to offer @AnthropicAI 's native Claude Platform directly through customer accounts. Teams get access to the full platform, from Managed Agents to code execution, using the @awscloud credentials, billing, and audit controls they already rely on.

No new vendor accounts, no new systems. https://t.co/I9w1ypzhXH

[Sulekh @sulekh]

Too many sectors have to be green for this PoS to work. F**k this.

[jbulltard @jbulltard1]

Sentiment from the Amazon bulls

[Sulekh @sulekh]

WhatsApp Pay is live in India, Brazil, and Singapore only — sub-scale even in those markets. The competency gap isn't technology; it's regulatory navigation and bank partnership. WeChat Pay has 1.3B active users at scale. Stripe + WhatsApp would be a hyperscale fintech overnight in 50+ markets.

[Sulekh @sulekh]

It's existential for @Meta to expand @WhatsApp via AI and convert 3B users into a topline alongside ads. The infra spend is there; the deployment layer isn't. They're lagging on execution and the market is pricing the gap, not the capex.

[Brad Lightcap @bradlightcap]

the OpenAI Deployment Company is a new company built to help businesses deploy frontier AI into the most critical work they do every day

[Sulekh @sulekh]

WhatsApp Business is currently a thin CRM tool — businesses send template messages and pay per conversation. The right product is a fully Llama-powered agent deployed for every SMB: handles customer service, scheduling, sales, returns, recommendations, all in natural conversation, with handoff to humans when needed.