vatsvana 🇺🇸

Physics, Space Enthusiast, Independent Financial analyst. Products & Strategy. I ❤️ Nature.

[vatsvana 🇺🇸 @vatsvana]

Lots of irrational exuberance following $SPCX S1 filing. I carefully reviewed it and came to the following conclusion.

$SPCX businesses other than launch and Starlink are like $GOOGL 'other bets'. Promising and speculative, high risk-high reward bets. No way worth $2T valuation.

[vatsvana 🇺🇸 @vatsvana]

@ThierryBorgeat AI cannibalizes consulting revenues in two ways. Demand cannibalization and pricing pressure.

While professional consulting may survive albeit with lower 'volume', enterprises will question paying the same price.

[vatsvana 🇺🇸 @vatsvana]

@DoctorJack16 Is it not for Kids Tax advantaged Savings program? Occam's razor may be that its a durable compounding investment on the $1000

[vatsvana 🇺🇸 @vatsvana]

@wholemars Drivers' seat or Passenger seat? Wait, never mind..

[vatsvana 🇺🇸 @vatsvana]

@aelluswamy

[mr fundman @mrfundman]

Ashok after reminding everyone HW3 was never getting left behind

[Z @ZeeContrarian1]

As we leave the historically weakest week of the year behind us today, we now enter the 12-Day Midyear Rally: the last three trading days of June and the first nine trading days of July.

Since 1985, the Nasdaq has returned an average of +2.5% during this period and has finished higher 78% of the time.

[vatsvana 🇺🇸 @vatsvana]

@wholemars +1

[ウエスP(Wes-P／Mr Uekusa) @uespiiiiii]

I predicted the Brazil vs. Japan match✨
#FIFAWorldCup

[vatsvana 🇺🇸 @vatsvana]

@KrisPatel99 +1 . Also the remainder of the heavy duty users such as coders, scientists et al - still don't need the SOTO models alone. They can get a lot of sundry jobs done by open weight and lower caliber models.

The inference usecases/industry will evolve towards a portfolio of models.

[Ashok Elluswamy @aelluswamy]

FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.

This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination options and speed profiles on city roads, but more importantly significantly improved safety.

We hope you’ll enjoy it, once the build ships wide.

[vatsvana 🇺🇸 @vatsvana]

@QuanquanGu Unfortunately Jennifer Doudna underestimates Demis Hassabis 😂She talks about text based LLMs more and less about Alphafold, AlphaProteo, AlphaMissense..Mostly dismissable and "mot invented here" syndrome, typical of domain experts. Look what happened to Bell Labs..

[Geoffrey Hinton @geoffreyhinton]

I just watched an amazingly good lecture by Adam Brown about the future impact of AI on physics
https://t.co/EjiKpoiKZr

[vatsvana 🇺🇸 @vatsvana]

@svembu @elonmusk

[vatsvana 🇺🇸 @vatsvana]

@CernBasher With all due respects, Apple's moat and Tesla's moat are not at all the same globally. All of $TSLA products including Robotaxi, Energy, Robots are riddled with competition. Not to say Tesla won't win, but will not be a winner take all in the categories it competes in. IPhone is

[vatsvana 🇺🇸 @vatsvana]

@ThierryBorgeat Agree 💯

[vatsvana 🇺🇸 @vatsvana]

@charliebilello 😂 Good observation!

[vatsvana 🇺🇸 @vatsvana]

@LimitingThe 😂

[vatsvana 🇺🇸 @vatsvana]

@ihtesham2005 "Nobel Prize winner" - Myth is they are intelligent in all fields 😂

She is talking about chatbots but not talking for Alphafold, she is not talking about AlphaGenome, AlphaMissense, AlphaProteo.

Let's start here. "It's not invented here" syndrome. Needs a bit of an openmind.

[vatsvana 🇺🇸 @vatsvana]

@Sam_Badawi SpaceX has global aspirations.

They do not have spectrum suitable for dense metropolitan direct to cell service.

If anything, they will make an acquisition of a global multi-property MNO like Vodafone, Deutche Telekom (DT), Airtel etc. TMo is a property of DT.

[vatsvana 🇺🇸 @vatsvana]

@elonmusk

[Daniel @danielisdizzy]

Jeff Bezos:

“I really admire what $SPCX has done. I want the world to have at least two SpaceXs.”

Falcon 9 is the most successful launch vehicle ever created. It flies more than 100 times a year, is highly reliable, inexpensive, and has been a huge success.

But Starship is much larger than Falcon 9.

And New Glenn is much larger than Falcon 9.

Bezos says Blue Origin and SpaceX are “kind of in the race” for this generation of rockets.

His view: both vehicles will be successful.

The golden age of space is about to begin.