रूपं शून्यता शून्यतैव रूपं | Sometimes talking about tech or culture
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Chinese AI chip exports are set to hit the world at scale in just a couple years.
@RyanFedasiuk and I have worked on a report on Chinese chip production for the next few years and why chip exports and compute self sufficiency are closer than assumed
aei.org/research-products/wo…
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Satvik Pendyala సాత్విక్ retweeted
"You missed one."
You asked, we delivered. The @JoinFAI Field Guide to the Tribes of Silicon Valley is live now.
27 tribes, a few easter eggs, and a 3-minute quiz (just for fun).
tribes.thefai.org
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Satvik Pendyala సాత్విక్ retweeted
Elon complaining about how Starlink isn’t allowed in India and calling it a crime against its people is helluva rich given how Tesla is protected in the US from Chinese competition.
Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people. You can guess who they are …
This is a crime against the people of India!
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Satvik Pendyala సాత్విక్ retweeted
The L110 core stage of HLVM3 (Human Lift Vehicle Mark III).
It would definitely be a moment in history. Only 3 nations have put men in space. This will be 4th.
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Satvik Pendyala సాత్విక్ retweeted
Expensive oil that occasionally gets hit by a missile or drone hardly qualifies as normalization. Do yourself a favor and avoid narratives that suggest one side or the other is achieving its maximalist aims. This is a stalemate.
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this is a good time for me to show off my "chart doctor", for doctoring charts. Enter a bad chart, and get a better one
In private beta right now. Hit me up for access. Might commercialise this soon n
India’s Freebies Budget Is bigger than you can imagine.
It is bigger than total income tax collection of India.
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India's agriculture policies are 100x more responsible for poor drought management than any number of data centers, of which India frankly does not have that many even in the pipeline
Luckily we approved data centers near lakes with 15 year tax breaks and subsidized water and electricity right before we announced a drought in the state ✌️ too much masterstroke
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Satvik Pendyala సాత్విక్ retweeted
"How do single-celled algae swim toward light sources" is the kind of project that gets DOGE'd—how does this help Americans?
20 years later, the underlying protein is a central tool in human neuroscience.
We're a rich country, we should be funding way more basic science.
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Satvik Pendyala సాత్విక్ retweeted
We have no Space Launch from Airborne Platform.
US flies Pegasus, Virgin Orbit (defunct now). China is also developing air-launched SLV.
ISRO uses ground launch only. No air-launched satellite capability space access.
We also don't have an Airborne Command Post.
US flies
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Satvik Pendyala సాత్విక్ retweeted
Tejas was never meant for this. Its sole purpose is sustainability in an attrition war. From engines to radar and armament, it was meant to be Indian and modifiable at short notice as warfare dynamics change.
Is it too hard to grasp this?
4 more engines and you will have engines for all of these airframes and moments software issues with Radar etc are sorted you will recived a squadron worth of aircrafts.
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Satvik Pendyala సాత్విక్ retweeted
72% of the intelligence with 3.8% of the GPUs.
Just to show how talented @MistralAI team is: this shows the "intelligence per GPU" ratio.
- Mistral 4: 3,800 Grace Blackwell (published) 🇫🇷
- GPT-6 Astra: 100,000+ Grace Blackwell (published)
- Grok 4.7: ~200,000 GPUs (estimate)
- Claude Opus 5.5: ~500,000 Trainium2 (estimate)
Proud!
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Satvik Pendyala సాత్విక్ retweeted
The reality of ToT manufacturing. When it comes to war the domestic industry doesn’t have the ecosystem to upgrade, modify, service or supply at surge rates. India will fight at the mercy of foreign powers whims.
The K9 Vajra is manufactured in India, but much of its underlying logistics architecture is not organically connected to India's wider automotive or military-industrial ecosystem. Its engine, transmission, suspension and other specialised components are tied to a foreign-origin design and, to varying degrees, depend on imported or specialised supply chains. Consequently, the Indian Army cannot necessarily draw on the same domestic component base that supports trucks, armoured vehicles, tractors, engineering equipment or other military platforms. In a intensity setting, I wonder how serviceable it will be.
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We're seeing decompilation of major video games accelerate now but one upset will be when the first major public decompilations of multiphysics software hit the web.
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The upstream KSMs for fermentation APIs are in processed agri sector.
As long as government maintains priority for mandis and such, the incentive to sell agri products will be mainly food markets and biofuels, not KSM production
Reshoring APIs and KSMs production is a core GoI priority. Indian pharma largely abandoned them early 2000s when China's subsidized production scaled up. Penicillin G KSM production has restarted after three decades.
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Satvik Pendyala సాత్విక్ retweeted
Note that this is direct AI revenue. ByteDance made around $120b in 1H 2026 alone according to WSJ. Alibaba about $75b.
Unlike their competitors like Moonshot and DeepSeek they have huge revenue streams to draw on
How do Chinese AI firms make money? In a new report, @cherylwoooo and @ansonwhho identify five revenue sources and analyze how much each contributes. 🧵
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PLI is best made for commodity adjacent systems where immediate technical competence lies in orchestration not in material science.
But government will struggle to understand this
For anything to do with building a supply chain, PLI isn't the best tool. The government needs to understand this plain fact. They are trying the same thing again with the telecom equipment PLI. An extra 10k crores in capex and power subsidy will get you much more in local supply chain than the 6-7k crore PLI.
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One semi-serious reason why the Indian tech sectors lags is because it's not gay enough.
Its not a coincidence that concentrations of high human capital are disproportionately gay
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