Mohan Narendran

AI / AGI, Robotics, Finance, Entrepreneurship
MIT SB81 SM82 ScD86 MechE

[Mohan Narendran @vmnarendran]

"The Japan-India industrial opportunity is obvious, but I think Harry is right to suggest the finance and banking layer will be the real one to watch from here"

https://t.co/q5lLHUmMfn

[Mohan Narendran @vmnarendran]

Good video to understand Tesla's Autobidder used with their Megapacks, which could become important for grid-shaping (with solar and other renewables) for AI data centres

https://t.co/htn9xlrtlE

[Mohan Narendran @vmnarendran]

Very good thread, great reports

[Tesla @Tesla]

Our mission is to build a world of amazing abundance.

Highlights from our 2025 Impact Report below

https://t.co/PZ6FBvHN4k

[Paul Graham @paulg]

If you want to start a startup, don't learn "entrepreneurship." Learn how to build things. The hard part of startups is not "entrepreneurship" but product: to know what to build, and to be able to build it.

[X Freeze @XFreeze]

Grok Voice just got a major upgrade

SpaceXAI released 21 new flagship voices for Grok, joining the original five

All of them are multilingual and available now through:
• Realtime Voice Agent API
• Text-to-Speech API
• Grok Voice Agent Builder

This is not just “more voices”

SpaceXAI is building a full voice layer for AI agents:
Support agents, characters, commentary, advertising, education, wellness, customer service

Every voice is designed for a different use case, with support for 25+ languages

The original Grok voices - Ara, Eve, Leo, Rex, and Sal....also got upgraded with better pacing, phrasing, emphasis, and naturalness

And builders can now create custom voice agents directly inside the SpaceXAI console

[Elon Musk @elonmusk]

AI+Optimus will enable universal excellent healthcare that is better than anyone receives today

[Mohan Narendran @vmnarendran]

Interesting claim! Now for Macrohard (and perhaps Perplexity) to "significantly impact" desk jobs, at least in the US

https://t.co/4eHdVQN1Zz

[Mohan Narendran @vmnarendran]

@rom1trs Motion

[Mohan Narendran @vmnarendran]

Great post by @emollick. Although we don't quite know what comes after 2028 (18 months), after a hard/fast takeoff in the US (and the next US presidential elections)

[Ethan Mollick @emollick]

When people discuss China vs. US competition over AI it would help if they specified the grounds of competition because there are divergent beliefs on what the actual game is, or if there is a game at all. For example:
1) Direct competition for which companies profit from AI
2) Abstract competition over scientific achievement & prestige as world leader
3) Competition over business approach (open/closed, at least for now)
4) Competition over selling national “stacks” of complimentary assets (chips, power, software)
5) Competition over national security capabilities
6) Competition over who controls which other nations are given access to frontier models, thus establishing a strategic capability reserved for allies
7) Competition over building AIs with “personalities” that reflect national ideals, and thus influence others to adopt those ideals
8) Competition over achieving take-off first & building ASI

…probably more.

[Mohan Narendran @vmnarendran]

@emollick Thank you. Please add humanoid robots and embodied AI to this. The world probably needs (or doesn't need) ever more podcasts on "winning" ...

[Mohan Narendran @vmnarendran]

A natural fourth lens is regional/national strategy - how US/China dominance creates opportunities or constraints for other countries: Japan, South Korea, Taiwan, Singapore, India, etc. Good areas for deep research reports!

[Mohan Narendran @vmnarendran]

Great report, lots to learn, especially seen from "hard/fast AI takeoff" (2026-2030), post-AGI (2030-2040) and Tesla+SpaceX lenses.

[McKinsey Global Institute @McKinsey_MGI]

18 future arenas of competition are increasingly writing the global growth story–adding about $18 trillion in market cap and $1.4 trillion in revenue since 2022. They fall under five themes:

🧠 AI foundation
🧑‍💻Digitization
⚡Electrification
🤖Hard tech
💉New bio-frontiers

⏩ Swipe to explore key findings from the McKinsey Global Institute's new report.

Then, dive deeper : https://t.co/IJ0CSb9blo

[Mohan Narendran @vmnarendran]

Good thread. Here's Elon Musk pretty much confirming the terrestrial energy + compute + Macrohard strategy, at least for 2026-2030. Perhaps a new Musk-centred "Situational Awareness" thesis?

[Elon Musk @elonmusk]

@JonErlichman And I would be surprised if revenue is not greater than $1T in 2031

[Mohan Narendran @vmnarendran]

Very interesting conversation, about Tesla grid-shaping (with solar, gas turbines, Megapacks and software) to unlock massive grid power to power Megapods. Just the conversation for folks with shorter time-frames than with orbital data centres :)

https://t.co/alEohvE4YA

[Bill Gurley @bgurley]

Possible scenarios (ranked in order):

1/ Your country makes the best cheapest products. You export, and your citizens also buy the best.
2/ Your country doesn’t make the best/cheapest; but your consumers enjoy them (Brazil below).
3/ Your country doesn’t make the cheapest/best AND your country blocks access to your market. So you pay more for worst products, and you don’t export. Plus your local companies become less globally competitive as they are protected.

#3 is the worst. It’s what Europe did when America thrived. And it’s what many in Washington recommend today.

[Mohan Narendran @vmnarendran]

As Singapore develops to be a "trusted hub" for AI solutions, finance/banking, healthcare, logistics, etc, employee-employer trust becomes paramount:

1. "What moves people is feeling capable, trusted and genuinely part of where the organisation is heading, so we anchored our efforts in skills"

2. "The organisations that will win the AI era are not necessarily those with the most advanced technology. They are those who have built workplaces where people trust the organisation enough to grow alongside it."

https://t.co/QApjdPUltt

[Mohan Narendran @vmnarendran]

Excellent article! Lots of possibilities for Singapore and Southeast Asia to follow and emulate these developments in China - as locally suitable - certainly beyond 2028/2030 :)

[GDP @bookwormengr]

Hardware software co-design for AI is going to be the most important theme when it comes to AI build out and geopolitics. It is important to solve resource constraints like memory. It is also how the Chinese ecosystem competes despite all the export control.

Some readers requested a substack version of the article so they can listen to it. Here it is. Enjoy!

https://t.co/NsEe8Vjyly