Rian Darius Pandole
@RDPandole
Building | Ex Growth Equity at Alpha Wave Global | Investment Banking at BofA | Tennis Player | Columbia x 2 | NYC / Mumbai
What we can learn from history is this: Competition between countries is a greater catalyst than competition between corporations. This is only too evident in how lackadaisical the US has gotten post the Cold War. There is a a very interesting show on Apple TV+ called “for all…
There’s a lot of foundational innovation I look fwd to: Quantum Computing, Nuclear Fusion, Life Extension, Extra Planetary Colonisation, Superconductivity, Functional UBI etc However, at the non-foundational level, there’s been nothing superbly paradigm shifting after the…
What does this mean for AI clouds like Coreweave and Nebius etc in the face of stuff like tpus and tranium gaining traction?
$GOOGL convinces OpenAI to use TPU chips in win against $NVDA - The Information - OpenAI reportedly hoping Google’s TPUs can help lower its costs
Genspark is the most underrated AI application IMO .. their pace of shipping is v impressive too
Gmail is no longer needed. With one prompt, let Genspark Super Agent manage your personal email, calendar, and more! Your AI Secretary is here!
First time I experienced ChatGPT o3pro browsing twitter and linking to a post to give me info about a company
Did @X upgrade anyone else unknowingly from Premium Tier to Premium+ tier? I happened to see today that I've been getting charged $40/month .. really sketch
As an ex-investment banker and buy-side analyst at top firms, I gotta say that Shortcut AI's excel agent blew me the f away.. I was skeptical cuz I’ve been looking for something like this for the past year as you can see from my tweet below and every excel agent I tried was…
Are there any stand out AI application Excel tools that people have been wowed by? Played w a few but they haven't lived up to the hype for me
A lot of this stablecoin hype simply echoes the direction the wind is blowing in .. It does not necessarily convey what’s really going to happen when govts adopt CBDCs on their private chains .. fwiw sovereign stables might just overrule + undermine stables as people imagine…
The ETH thesis for @fundstrat is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it…
Why don’t men and women compete against each other in chess tournaments?
Novak’s may be having the toughest 18 month stretch of his career, but his stats in the biggest tournaments are still unreal: - Aus Open 24: Semis loss to Sinner - French Open 24 - Quarters (walkover cuz of knee injury) - Wimby 24: Finals loss to Alcaraz (few weeks after knee…
interesting read but don't think the excel analogy holds .. don't think devs are moving to btc at the rate mentioned here.. the price of gas makes it unfeasible That being said the rise in transactional market share is interesting.. but also mostly compounded by the relatively…
Pls lmk if anyone knows which company this is
Insane numbers, might be fastest growing education company ever From a close founder friend:
Haven't Chinese companies already attempted this kind of rebuilding? - HarmonyOS by Huawei was built from scratch as a new os .. - Aso, OxygenOS by OnePlus/Oppo .. which is a modified version of Android rather than a completely new system..
Cannot count out Apple yet .. like it was too early to start discounting google.. Apple has shipped millions of ai-capable devices to users (everything with the m1 chip onwards on ipads and the a16 chip on iphones) .. If they complete the “bridge” to their backend api and make…
Such a wrong take on Apple by @chamath and @Jason unfortunately. Apple has already won XR race with VisionOS and a wearable race on your face gents, you just don’t realize it yet since you probably don’t use it (but you will). They have basically already won next big device…
Only two of the most laggard models though😵
Meta $META said that it is using AMD’s $AMD GPUs to power inference tasks for its Llama models, while Microsoft $MSFT says it uses AMD’s chips for its Copilot AI features.
if Meta's glasses do indeed become the next computing platform.. meta is gonna kill it.. But I still think it's unlikely: -> Apple is working on a cheaper AR set .. a “vision air” version of the “vision pro” -> android xr is closer to reality So meta might make some inroads…
My prediction is that this year, the market will start to assign a positive value to $META's AR unit, rather than a zero or even a negative one that is present today. AR smartglasses are the next big computing platform, especially with AI agents navigated by voice.
This is what's expected as the foundation / feedstock for d2c opportunities in India.. No differentiator actually enables you to choose from a more diverse entrepreneur pool .. ie you get a pool of horses to bet on rather just run one.. Could a/b test two strategies too…
Given the enormous volume of applications we receive at @ajuniorvc, one interesting pattern is the same problem being attempted by multiple teams. The top one being tried by 17 different teams was extremely surprsing: - Prebiotic/probiotic beverages (17) - Lab Grown Diamonds…
Jobs’ desire for gorilla glass at scale laid the foundation for what kicked off the techno-boom that blossomed out of Shenzen and later spread across China transforming the country and the CCP into what they’ve grown into The whole android tech boom in China resulted in…
“Apple has more of an impact on job creation in China than all of China has on America.” Wow
True, but consumers aren't yet paying enough for AI to make it sustainable .. It’s all powered by internal or external (VC) funding for now
Up until about 3 years ago, the prevailing wisdom was that "consumers don't pay for software." At least, not enough to support a venture-scale business. Not true in the age of AI. x.com/theinformation…
Not sure what meta estimates it’ll benefit from this acquisition besides cornering a legacy foundation of the llm-universe that’s come into being .. but we don’t know how enticingly the scale acquisition has been pitched to meta by a merchant banker .. Scale made money…
Wow. Supposedly Meta is in talks to invest up to $10B in Scale AI. The company was valued at $14B last year, so I have to imagine this buys out a lot of folks if it happens $870M revenue last year, expects $2B this year.