Pankaj Kedia
@PankajKedia
All-in-AI (as http://Pankaj.ai 🚀🚀🚀) | 2468 Ventures | AI Investor, Advisor, Speaker, Faculty | xBCG, xQCOM, xINTC | Global AI150 | Lifetime AI Innovation Award |
Honored, heartened and humbled to be on this #AI150 list. constellationr.com/artificial-int…
For the first time in history $AMD has reached a 50% market share in server CPUs It marks the end of an era for $INTC
Today the @WhiteHouse released America’s AI Action Plan to win the global race. We need to OUT-INNOVATE our competitors, BUILD AI & energy infrastructure, & EXPORT American AI around the world. Visit AI.gov
.@JonathanRoss321 (the inventor and father of TPU) and I made this bet in 2017. @GroqInc is now the fastest inference solution in market today. Here are some lessons learned so far: - if we assume we get to Super Intelligence and then General Intelligence, the entire game…
$META CUSTOM AI CHIP OLYMPUS TARGETING $TSM 2NM NODE FOR 2027 MASS PRODUCTION TO CHALLENGE $NVDA RUBIN
🇺🇸 Today is a day we have been working towards for six months. We are announcing America’s AI action plan putting us on the road to continued AI dominance. The three core themes: - Accelerate AI innovation - Build American AI infrastructure - Lead in international AI…
I will officially start at OpenAI as CEO of Applications on August 18. I am sharing this essay on why I believe AI can be the greatest source of empowerment for all. 🧵 openai.com/index/ai-as-th…
Overnight success takes at least a decade of hard work.
NVIDIA will be the first $10 trillion dollar company
The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years
If you still don't get Nvidia and the AI opportunity, watch this 10 times. This was from January 2024, and it's becoming even more obvious now, Jensen is a true visionary. $NVDA
BREAKING: Tesla finer is opening to the public on July 21 to the public
Elon is at this moment again. But instead of manufacturing, it’s with AI. We all know what happens when Elon goes all-in on something. Don’t bet against him.
ELON MUSK IS RIGHT Tesla announced the FSD project in 2014, switched to Tesla Vision in 2021, and introduced end-to-end neural nets in 2023. Now, many are starting to admit Elon Musk is right: ♦️ Baidu’s founder talked to his executives about the need to ditch multiple sensors…
NEWS: A "vision expert" at a rival autonomous vehicle startup said "annoyingly...Elon is right" about the pros and cons of using sensor fusion (camera + Radar + LiDAR) vs. @Tesla's vision only camera based approach for its robotaxi fleet, according to Morgan Stanley's Adam Jonas.…
INVESTORS FLOAT DEAL THAT WOULD VALUE ANTHROPIC AT MORE THAN $100 BILLION - THE INFORMATION
All these stocks hit new ALL TIME HIGHS at some point today Nvidia $NVDA Microsoft $MSFT Palantir $PLTR Broadcom $AVGO Raytheon $RTX Rocket Lab $RKLB MP Materials $MP Api Group $APG Amphenol $APH BNY Mellon $BK Cameco $CCJ Celestica $CLS Credo $CRDO Emcor $EME Fabrinet $FN GE…
Who brought up the $NVDA $CSCO comparison in 2023? I had to create a thread to kill it.
The comparison of Nvidia $NVDA (Present) to Cisco $CSCO (Dot Com Bubble) is officially dead 🚨🚨🪦🪦
YC taught me “Build something people want.” That’s the floor. “Build something people can’t live without” is how you build a generational company.