IIT Bombay - B Tech, Aero, Cornell University - MBA, BARRA - Partner, GMO - Fund Manager; Emerging Markets, Chairman of the Board.

Bay Area
Nvidia CEO Jensen Huang told Bloomberg he still hopes to sell chips from the company’s Blackwell lineup to customers in China Lenin is sometimes cited as the originator of, “The capitalists will sell us the rope with which we will hang them,”
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As good as it gets - 45 mins to go till the roll over!!!!
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Flash!!! Argon has been renamed Godot
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Gemini 4 should be called Godot not Argon
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Deep thoughts: when a circuit breaker is off, sometimes it’s the cause and sometimes it’s the symptom
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TradCoders - the meteor has already hit and they’re the dinosaurs who know they’re dead.
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OpenAI said it has notified “dozens” of organizations, including governments and universities, whose websites may have been hampered by visits from its artificial intelligence models during company evaluations of the technology. Oops…
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Show me a person who’s complaining about vibe coding on Twitter, and I’ll show you a person who’s desperately afraid of losing their job
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Completely useless
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One of my pet peeves is AI writing answers on the iPhone with multiple columns. So I told perplexity, Claude and ChatGPT this “You know that I’m using an iPhone - why do you persist in writing answers in multiple columns that are difficult to read in iOS Fix it and remember not to”
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Arjun Divecha retweeted
80% of India isn't vegetarian. This food-fascism and vegetarian evangelism has got to stop. No booze. No meat. If i were president of Ruritania i would NEVER go to India on a state visit. In fact, the most powerful reason to elect a Congress government to power in Delhi is to restore sanity and sumptuousness and civilized eating to state banquets. This joyless Hindutva mob will be the death of Indian culture.
Menu for the BRICS leaders dinner this evening in Delhi
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It’s official. The new Siri sucks less. But it’s still a complete POS
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Arjun Divecha retweeted
creating an X group chat for Instinct power users - tips / epic use cases - shortcomings / frustrations - innovative workarounds - dreams and wishes like/comment/dm if you want to join!
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Arjun Divecha retweeted
I want to talk about this Navier Stokes result for a minute because I see alot of people sharing it and not nearly enough people explaining it. A share for this one would be appreciated. The Navier-Stokes equations are just Newton's second law of motion, F=ma, adapted for liquids and gases. Instead of tracking the acceleration of a solid object, the equations track how a bit of fluid moves, deforms, and flows as different forces push and pull on it. The reason these equations are so notorious, and the subject of a million dollar mathematics prize, is because of turbulence. Smooth, layered flow, or laminar flow, is relatively straightforward to calculate. But once the fluid speeds up and turns into a chaotic turbulence mess, the mathematics become incredibly non linear. The fluid's movement feeds back into itself, creating unpredictable, swirling eddies that become so complex you baisically need a super computer to simulate it. Ok so what the hell is the millennium prize then? The millennium prize is for proof that the equations can result in a singularity or what you see referred to as a "blow up". This is where the equations essentially go to infinity. Ok so why doesnt your cup of tea blow up or turn into a singularity that swallows your house? The Navier Stokes prize isnt about proving that nature makes blow ups or singularities possible, its about proving the limitations of the model's mathematics. Ok so why can a model allow for things we dont observe? This is THE SAME type of mathmatical allowance that general relativity gives when the model breaks down around black holes. The chance that a black hole is an actual singularity where everything goes to infinity is basically zero. Thats not how the universe actually works. Ok so WHY is this possible in the model? The Navier Stokes equations assumes fluid is an infinitely divisible, perfectly smooth substance. In the math, you can zoom in forever, and it remains a continuous fluid. But that's NOT how a real fluid in reality is structured. Real fluids are made of discrete, individual molecules bumping into each other. Theres a real limit to how far you can zoom in. In the proof and the model it means that as a vortex shrinks and speeds up, it eventually gets smaller than the distance between individual water molecules. This cant happen in reality. So the millennium prize isnt about finding if nature allows for infinite turbulence or eddies until a singularity forms, its about FINDING THE LIMITATION OF THE NAVIER STOKES EQUATIONS, proving global regularity false. Ok so why all the drama with the Open AI solution? It used a method called "forcing". In the simulation they essentially used a continuous force to keep the vortex spinning faster and faster until it blows up, the vortex is smaller than the actual molecules that the fluid is made of. It goes to infinity in a time period that ISNT infinity. While the millennium prize doesnt specifically PROHIBIT forcing, most mathematicians would agree that they are specifically interested in the unforced proof, the spontaneous blow up. But that doesnt mean the result isnt legitimate. I hope this clears up some of the misunderstanding.
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People are shocked by changes at google - but if you’re trying to create a frontier lab and it isn’t working - first step is always to stop doing what wasn’t working.
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Kimi is releasing K3 weights today. It’s too big for almost any organization to host on its own hardware. What that means is that lots of neoclouds will host the model and make money chaging for inference. Kimi makes zero. What kind of business model is this?
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But seriously - As someone who has lived in two cultures I see an interesting cultural difference in the attitudes towards this issue. Americans care about fairness - if you need to overturn a stupid rule to correct an obvious injustice, that’s the right outcome. The rest of the world are used to being told what the rules are and there’s no issue about following them blindly no matter how idiotic the outcome is. One of the parts of American exceptionalism that I love.
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If porn was the dominant zeitgeist of the Internet… Hype is the dominant zeitgeist of AI…
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Claude came up with the most brilliant line for my investment strategy... "What does the data know that the price doesn't yet?”
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$100 is the new $20
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