
Megha Agarwal ✨
@Megha_FinTech
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Senior Developer @Salesforce | OracleCloud | Microsoft | Nvidia | IIITH | Option Seller | Tweets about Finance and tech, Stocks, Investment, Coding
Bengaluru
Joined October 2016
If you can't handle the lows, you don't deserve the highs. Applies to #life as well as to #investing. #StockMarket
#LifeLessons
#MorningMotivation
#Thoughtoftheday
#Traderslife
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After raising a complaint for a missing item @_countrydelight , the delivery person called me directly and talked in non acceptable tone. Why is a complaint not handled through proper customer service channels? This is a serious breach of privacy and completely unacceptable.
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Check PAT CFO and receivables (the money to be collected) in the balance sheet
@_chartitude Could You Please Explain in detail ?
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Proud of our armed forces for their precision, courage, and restraint during #OperationSindoor. India stands united against terrorism — for peace, for justice, for every innocent life lost. #JaiHind #IndiaStrikesBack
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Another day, another Myntra mystery! Ordered a full product, got a partial delivery—but support says it’s ‘complete’? No option to return or raise issue. @MyntraSupport @myntra, this isn’t fashion forward, it’s customer backward. Please fix this!
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AI is about to become a lot more accessible, and a lot less expensive. The question isn't if this will disrupt the current players, but how fast?* One of the reason of market fall across the globe n/n #AI
#NVIDIAcrash
#DeepSeek
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Final thought: This feels like one of those moments we'll look back on as an inflection point. Like when PCs made mainframes less relevant, or when cloud computing changed everything. 14/n
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Of course, giants like OpenAI and Anthropic won't stand still. They're probably already implementing these innovations. But the efficiency genie is out of the bottle - there's no going back to the "just throw more GPUs at it" approach. 13/n
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The implications are huge:* - AI development becomes more accessible - Competition increases dramatically - The "moats" of big tech companies look more like puddles - Hardware requirements (and costs) plummet 12/n
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This is a classic disruption story:* Incumbents optimize existing processes, while disruptors rethink the fundamental approach. DeepSeek asked "what if we just did this smarter instead of throwing more hardware at it?" 11/n
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And here's the kicker: DeepSeek did this with a team of <200 people. Meanwhile, Meta has teams where the compensation alone exceeds DeepSeek's entire training budget... and their models aren't as good. 10/n
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For Nvidia, this is scary. Their entire business model is built on selling super expensive GPUs with 90% margins. If everyone can suddenly do AI with regular gaming GPUs... well, you see the problem 9/n
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Why does this matter? Because it breaks the model of "only huge tech companies can play in AI." You don't need a billion-dollar data center anymore. A few good GPUs might do it. 8/n
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"But wait," you might say, "there must be a catch!" That's the wild part - it's all open source. Anyone can check their work. The code is public. The technical papers explain everything. It's not magic, just incredibly clever engineering. 7/n
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The results are mind-blowing: - Training cost: $100M → $5M - GPUs needed: 100,000 → 2,000 - API costs: 95% cheaper - Can run on gaming GPUs instead of data center hardware 6/n
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Traditional models? All 1.8 trillion parameters active ALL THE TIME. DeepSeek? 671B total but only 37B active at once. It's like having a huge team but only calling in the experts you actually need for each task. 6/n
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But here's the really clever bit: They built an "expert system." Instead of one massive AI trying to know everything (like having one person be a doctor, lawyer, AND engineer), they have specialized experts that only wake up when needed. 5/n
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Then there's their "multi-token" system. Normal AI reads like a first-grader: "The... cat... sat..." DeepSeek reads in whole phrases at once. 2x faster, 90% as accurate. When you're processing billions of words, this MATTERS. 5/n
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How? They rethought everything from the ground up. Traditional AI is like writing every number with 32 decimal places. DeepSeek was like "what if we just used 8? It's still accurate enough!" Boom - 75% less memory needed. 4/n
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