Visa Ray
@visharay
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early-stage Deeptech investments. Previously, learnings @ankurcapital. Tweets and views are personal.
Joined April 2011
We are hiring Pre-doctoral and Post-doctoral researchers at Google DeepMind India! 🇮🇳 This is a great opportunity to work on fundamental research problems in AI. Details and application links below 🧵👇 #GoogleDeepMind #AI #MachineLearning #AcademicTwitter #Hiring
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🚨: Happy Friday to Deep Science India I spent the week deep diving into @ankurcapital's 2024 Deep Science Tech Report. India’s deep science ecosystem is moving faster than most people realise. The report captures the real India story: technologies built in labs >>> validated
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We asked @shaunmmaguire from @sequoia about his latest thesis on AI models. "My current thinking is that the closest analogy is operating systems." "I think there'll be 10-100 times as many open source models in 10 years, but they won't be as valuable." "There are more Linux
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Biotech has a narrative void. Biotech has potential for much much more futuristic and positive outcomes than most other companies. But biotech founders largely miss the opportunity, don’t have priors to narrative building, or see it as a waste of time. If you’re building a
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The single biggest value that us citizens can help the govt on is fix their tech infrastructure. We will work for free. @AshwiniVaishnaw - im begging you. Let us write a world class e-govt infrastructure for you. For free. Opensource even.
(1) I love India (2) Anybody who applies for an e-visa to India knows the website is always comically, profoundly, embarrassingly broken It looks like it was written in 2003, kicks you out randomly without saving your work, won't charge your credit card until your nineteenth
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What an unforgettable weekend at the @50aboveFifty Mega Event! Two days. Thousands of emotions. Endless inspiration. And a new gold standard set for how India celebrates its seniors. This weekend, we welcomed 5,500+ seniors from across the country - each one carrying a story,
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We have thousands of RTI replies revealing how MLA Local Area Development funds are actually spent and sometimes wasted. Soon, every project, every rupee, every claim will be open for all to see on https://t.co/pHRf7d4Dre
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This is where history will be made. Goosebumps, that’s what you’ll feel when this space comes alive.⚡️ In just a few days, this vast empty hall at Nesco Grounds in Mumbai will transform into a celebration of life, purpose, and passion at @50aboveFifty Mega Event by @KhyaalFamily
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I'm 24, dropped out of Duke, joined YC, and bet everything on a startup. Here's what actually happens when you go all-in: 1. Your co-founder relationship matters more than your product: You can pivot products. You can't pivot people. Most startups die from founder breakups, not
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Sequoia distributed over $50B while Roelof was the steward running Sequoia US since 2017 One of the first things @roelofbotha coached me on when I joined Sequoia was to look at each fund’s “write off rate” Any fund with a write off rate below 40% wasn’t taking enough risk
Is it too much to ask that @WSJ reporters who cover finance actually understand the asset classes they purport to report on? @roelofbotha and @sequoia are world class investors who have generated amazing returns for their LPs. VC is not a downside minimization asset class, but an
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This is not true, Nithin. Venture capital is not some underhand tax arbitrage scheme. In fact, we celebrate every time a portfolio company starts paying tax, because it means their profits have wiped out years of accumulated losses. There are three reasons VC funded companies
If you take money out of a business as dividends, the effective tax rate is 52% (25% corporate tax + 35.5% on personal income). Through capital gains, it's just 14.95% (with cess). Why does this matter? Here’s what you should know if you invest in IPOs. If you're an investor
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We're leaving chemo behind very soon. Scientists could kill 92% of skin cancer cells using LED lights WITHOUT damaging healthy cells. These are the medical breakthroughs we're accelerating with AI and fighting for.
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Agency > Intelligence I had this intuitively wrong for decades, I think due to a pervasive cultural veneration of intelligence, various entertainment/media, obsession with IQ etc. Agency is significantly more powerful and significantly more scarce. Are you hiring for agency? Are
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One of the best threads on QC, across all arguments :)
I've seen a lot more hype about quantum computers on X recently, so I thought I'd do a long post about them. Executive summary: I don't believe quantum computing is coming any time soon. I think this because no progress has been made in many years on the most straightforward
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@tydsh I've been reaching out to a number of MSL folks today. I am putting together a research lab for high-compute/high-value search models & infra. Would love to chat.
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Several of my team members + myself are impacted by this layoff today. Welcome to connect :)
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BOOOOOOOM! CHINA DEEPSEEK DOES IT AGAIN! An entire encyclopedia compressed into a single, high-resolution image! — A mind-blowing breakthrough. DeepSeek-OCR, unleashed an electrifying 3-billion-parameter vision-language model that obliterates the boundaries between text and
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Dear Founders, The vast majority of you are going to regret maximizing your valuation when the bubble pops. Just because you can raise at 100x, doesn't mean its the right decision. ♥️, Brian.
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I am on the faculty job market this year! I am seeking tenure-track faculty positions to drive my research agenda on rigorous AI evaluation for science and policy. I am applying broadly across disciplines, and would be grateful to hear of relevant positions. Materials: đź§µ
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