Karthik Ramakrishnan
@Kramki
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Building @ArmillaAI, entrepreneur, dad, wannabe chef. Formerly @element_ai @deloitte, @betaworks
Toronto, Canada
Joined October 2008
True.
A friend told me that now that they've had a child, her husband can't bear to watch movies in which bad things happen to kids. Same here. That was one of the most surprising things about having children. You're not just protective of your own children, but children in general.
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It’s a wild world right now…!
So yes, you are falling behind, but so is everyone else. I can guarantee you that nobody at all is keeping up with the implications of AI and its major uses, even the people who are relatively up-to-date on the latest AI models themselves. Everyone is figuring it out as they go
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Starlink now available in the Cayman Islands!
Starlink's high-speed, low-latency internet is now available in the Cayman Islands! 🛰️🇰🇾❤️ → https://t.co/ebhreaCiw5
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There needs to be a way to download and port the “memory” these AI assistants build about you. I love that ChatGPT has context from our past conversations. But switching to Claude or Grok feels like starting from zero every time. The lock-in isn’t the model. It’s the
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Good news: the machines aren’t coming for our jobs yet. They’re coming for our profit margins. 😀
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https://t.co/qxc2ycWLeu Weight-loss drugs are bringing a new commercial reality
ft.com
The reinforcing feedback loop that has long powered the food industry is being chemically switched off
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GLPs starting to impact food consumption - first year where total food consumption in the US declined!
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It’s 7:15pm on a Monday. How are all the highways in Toronto traffic free? Early Xmas miracle?
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Punchy thread!
So after all these hours talking about AI, in these last five minutes I am going to talk about: Horses. Engines, steam engines, were invented in 1700. And what followed was 200 years of steady improvement, with engines getting 20% better a decade. For the first 120 years of
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This scenario literally happened to me 20 years ago in Dubai. Being in an SUV saved me. Lucky to be alive.
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So, where is the enduring value? Not in the model. If you’re building or investing, look for non-replicable defenses: 1. Proprietary Data: Data no one else can get their hands on. 2. Workflow Lock-in: Integration that's painful to remove. 3. Distribution: Uncontested access to
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This isn't a bubble—the tech is powerful—but it is a major valuation correction. The assumption that model progress would be slow was dead wrong. If your core defense is just slightly better prompt engineering or light fine-tuning, you are incredibly vulnerable. That value is
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Foundation Models (FMs) are developing so fast, they're starting to swallow up the value of the specialized apps built on them. It's a genuine market squeeze. Why pay big money for a niche tool when GPT or Copilot can do 80% of the job for basically free? The economics are
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1-2 punchy
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Every few months we get the same panic cycle: “Chinese models have overtaken Western labs.” The pearl clutching usually arrives faster than the facts. I just read the new “AI Tigers” analysis by @g_leech_ , and it actually tells a different story about the so-called China surge.
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👀👀
We disrupted a highly sophisticated AI-led espionage campaign. The attack targeted large tech companies, financial institutions, chemical manufacturing companies, and government agencies. We assess with high confidence that the threat actor was a Chinese state-sponsored group.
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