Abhijit Athavale
@abhijitathavale
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Semiconductors | High-tech marketing | Investing (not advice) | NFL | F1 | WWII | Ancient History | Pune | SF Bay Area | Model Railroading
San Jose / Pune
Joined November 2008
I wrote about how $UBER can transition itself to a complete Software Applications Business. This could be a $1000 stock in the next 7-10 years. https://t.co/UTJAW66W23 Important to note - this is not investment advice, do your own research before you buy, sell, short, etc.
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Another landmark of Pune bites the dust. The old bungalow of a well known economist of last century converted to a veg- non veg eatery. Pay obeisance to time.
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Ways of Pune Muncipal Corp are realy strange and mysterious. The footpath next to my house has been dug up three times in recent past to lay plastic ducts. Funny part is that nothing runs through them. They are all empty.
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Chanos complains about High CapEx before complaining about Low CapEx
Yesterday, @RealJimChanos posited that Tesla’s relatively low capex meant that they were not a serious competitor in real world AI and Robotics. This is *exactly* the wrong way to look at it and the implications of this fact are actually positive for Tesla IMO. Tesla’s
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Watching dolphins and commanders - just really bad football
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The First Indian Muslims We often think of the Muhammad Ghori's 'Islamic invasions' in the 12th century as the start of the Muslim presence in India. Yet by this time, Muslims had already been an integral part of Indian society for almost four hundred years. Indeed India's
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There are actually pro slum people on this platform. Amazing!
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there are many flavors of intelligence. another really curious case for me is Niels Bohr.
“I wasn’t the fastest guy in the world. I wouldn’t have done well in an Olympiad or a math contest. But I like to ponder. And pondering things, just sort of thinking about it and thinking about it, turns out to be a pretty good approach.’ – Jim Simons
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IDK if I have told y'all this before. But almost half my college fees were supported by @sachin_rt 's charitable foundation - the STF. It's an NGO that supports meritorious applicants from weaker economic backgrounds. I was eligible because of my CET score, and because, well,
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#Pune Major no-parking issues continue during peak hours on FC Road on weekend evenings rush hour. Not enough traffic police presence/enforcement. Also, a large number of street hawkers occupying footpath space - pushing pedestrians on the road. Both these are chronic issues
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#Pune Major oneway violations on FC Road in the evening and late night near Police Parade Ground. Happens all the time. This is a major traffic risk (accident spot). cc @PuneCityPolice @PuneCityTraffic @CPPuneCity
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The republic of 🍌
I shared a tweet on the Toyota RAV4 the other day, questioning why Toyota doesn’t bring that car in India despite global success. Truth is, many global giants still think a hundred times before committing real investment here because of unpredictable policies and an almost NIL
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Dude, it's like Sundar and Satya and countless others saying they'll shift business to India because they were funded by the Indian taxpayer
Killer thread.
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What I've noticed with @perplexity_ai is that if you pause a thread for some time and then restart it, somehow the agent or the AI seems to lose at least some context. I wonder why
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I don't understand why people are surprised that Yann LeCun is leaving. I thought he would leave right away after Alex Wang's hire - basically a total philosophy shift at $META, very similar to what happened at OpenAI.
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What? You don't have blinkit or zepto?
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Read my new blogpost Pune: Linking the British Empire https://t.co/v969qUgwnc
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I'd really like to see the results of this spending. It's not selling compute capacity, but I don't see any new products either. I don't believe it's just helping drive ads revenue.
Meta $META spent 37% of its revenue on capex in Q3, its highest on record and above the 34% of revenue it spent at the height of its metaverse spending in 2022. $NVDA $AMD $AVGO
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People who think AI is a bubble haven't experienced the magic of an AI agent
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However, Mamdani being called south Asian is fine by me.
Easy 2x2 matrix for the usage of “South Asia” in Western media instead of India.
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