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Bobby Srinivasan shared thisGreat to be with the team at the World Congress in Barcelona but still miss Cannes.
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Bobby Srinivasan shared thisBobby Srinivasan shared thisWe are pleased to announce that Bobby Srinivasan will be speaking at #MWC23 next week! This year, Mobileum will be exploring how CSPs can Activate The Power of Data to make better decisions, through our actionable analytics solutions, including: * 5G Enablement & Monetization * Service Assurance & Customer Experience Management * IoT Value Creation * Private Networks Enablement * Integrated Risk Management * 5G Security * Roaming & Interconnection Evolution Discover more: https://hubs.ly/Q01DmT8v0 #5G #Telecom #Roaming #RiskManagement #NetworkSecurity #Testing #ServiceAssurance #CustomerExperience
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Bobby Srinivasan shared thisFantastic to catch up with the full Nio and APAC team in singapore today.
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Bobby Srinivasan shared thisWith the engineering team in mumbai, this is where it all started two decades ago.
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Bobby Srinivasan shared thisIt was great to spend a few days in dubai with the MENA and Africa team.
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Bobby Srinivasan shared thisMet with DG Major Général Zia from NTMC Bangladesh in Brussels today and he has handed over NTMC crest. This was a great honor for Mobileum.
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Bobby Srinivasan shared thisAlways great to be in Lisbon with Rui and the team.
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Bobby Srinivasan liked thisBobby Srinivasan liked thisWe're at #MWC26! 🇪🇸 Stop by booth #7E40, Hall 7 to experience how voice-powered agents create faster, smoother, and more natural interactions across customer service, voice commerce, and beyond 🤩 https://hubs.li/Q0458SxZ0
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Bobby Srinivasan liked thisBobby Srinivasan liked this“After the AI pilot, what remains? How does AI move from experimentation into a real, working system?” Kostis Christodoulou (Moderator-London Business School) “When we talk about going beyond the AI pilot, what we are really questioning is whether our organizations and governments are capable of designing systems that last systems with the right architecture, governance, and institutional ownership, because pilots are easy, but turning AI into something permanent, accountable, and operational is fundamentally a leadership and design challenge, not a technical one.” Ashish Koshy (CEO, Inception – G42) “After the pilot, what should remain is not a demo, a model, or a proof of concept, but real ownership, ownership of the data, ownership of the decision-making layer, and ownership of the operating architecture, because the reason most AI initiatives fail is not technology, but lack of focus, misaligned expectations, weak leadership belief, and organizations that are not structurally prepared to absorb AI into how they actually run day to day.” “AI only becomes real when it moves from isolated pilots into platforms, from experimentation into policy-aligned execution, and from something engineers build into something leaders truly commit to, even when it breaks, becomes uncomfortable, or forces the organization to change how decisions are made.” H.E. Dr. Yousef Al Hammadi (Abu Dhabi Government / Highwater) “AI moves beyond experimentation when governments stop treating it as a series of projects and begin institutionalizing it as a national capability, embedding it into governance, procurement, talent development, and accountability frameworks that reflect the country’s own context rather than copying external models.” “Sovereign AI is not about having the most advanced algorithms, but about building durable systems that governments can trust, control, and sustain over time, with clear ownership, policy alignment, and long-term responsibility.” Joseph Nadi (Chief AI & Technology Officer, Abu Dhabi TAMM) “From an operational and citizen perspective, AI becomes a real system only when it disappears into everyday services when people experience faster outcomes, more reliable decisions, and explainable processes without needing to know there is AI behind them.” “The hardest part is not building models or automating tasks, but integrating AI into existing workflows, policies, and governance structures in a way that creates trust, because automation without intelligence is shallow, and intelligence without governance quickly becomes risky.” Ashish Ipe Koshy Joon Sung Park
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Bobby Srinivasan liked this🎃Can confirm: this one’s going to be equal parts comedy, therapy, and revelation for anyone haunted by bad chatbots. 👻🤖 See you in Orlando 🦉 Can’t wait Koda Skurzewski (Sker - je - ski ), OMCP ☕️ #pepperminttea #CX #AI #SpookySeason #ICMIExpoBobby Srinivasan liked this🎤 Join us in 2 weeks at the ICMI Contact Center Expo (Orlando) for ✨ Beyond Chatbots: The Good, The Bad, and The Ugly ✨ 🗓️ Oct 29 | 3:10–3:30 PM | Spotlight Solution You’ll laugh, wince, and leave smarter. 😅 This fast-paced session moves past chatbot hype to show how to design AI + human systems that work, combining memory, routing, and warm handoffs with real understanding (not canned replies). 🔥 2 takeaways: 1️⃣ Design, don’t buy. Build intent-first bots that think contextually. 2️⃣ Measure what matters. Track real outcomes, close the loop, and make your AI smarter every day. 🚀 … If you want to amplify your business, let me show you how.😊 #ICMIExpo #CustomerExperience #AI #Automation #RPA #VoiceAI #Innovation #HumanTech #CX #AI #Contactcenter #Healthcare #Retail #Banking #Digital #BPO
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Bobby Srinivasan liked thisBobby Srinivasan liked thisAfter five months as an interim in the garden, I am delighted to be unveiling the next business card in the collection…. I am super excited to have joined the fast-growing Debt and Capital advisory business at Interpath. We are an expanding team of 30+ dedicated debt advisory professionals working across the UK and mainland Europe.
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Bobby Srinivasan liked thisBobby Srinivasan liked thisAt this year’s Quant Conference, we saw something rare: Chetan Dube, recognized as one of the top nine minds in the cognitive AI field, didn’t take the stage to talk about “cool features” or rehearse death-by-PowerPoint decks. C-suites lined up to share “outcomes”—real ones. No marketing language fluff, just business impact—measured in efficiency gains, cost reduction, revenue growth, and customer satisfaction. That’s the power of the Real Agentic. I want to thank our customers who stood with us on stage, the big blue-chip leaders who realize the window of opportunity is simply too small for “DIY,” and who have chosen to adopt best-in-class Agentic AI—not just for its intelligence but for its seamless integration capabilities—integration that many thought wasn’t possible until they saw it in production. The difference is clear: - Not buzzwords, but breakthroughs. - Not fake demos, but real outcomes and live demonstrations. - Not futuristic slides, but transformations happening now. The world is shifting quickly—faster than most want to admit. The truth is stark: you either evolve or risk becoming collateral—like the dinosaurs. For those bold enough to seize the moment, the outcomes speak louder than features ever could.
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Bobby Srinivasan liked thisBobby Srinivasan liked this💡 𝗪𝗮𝗸𝗲 𝘂𝗽 𝗧𝗲𝗹𝗰𝗼𝘀! The rise of #AI is redefining #B2B software pricing, a shift you can't ignore. Customers are demanding to pay for value, not just access, which is pushing the industry away from traditional pricing models. 📊 𝗧𝗿𝗮𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 & 𝗘𝗺𝗲��𝗴𝗶𝗻𝗴 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗠𝗼𝗱𝗲𝗹𝘀 𝟭. 𝗦𝗲𝗮𝘁-𝗕𝗮𝘀𝗲𝗱 / 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗠𝗼𝗱𝗲𝗹 (Traditional) This is the "Set it and forget it" model, where pricing is based on the number of users or user types. This model has a low degree of autonomy & attribution. Examples include Slack, Figma, Grammarly 𝟮. 𝗨𝘀𝗮𝗴𝗲-𝗕𝗮𝘀𝗲𝗱 𝗠𝗼𝗱𝗲𝗹𝘀 These models focus on "paying for what you consume" 💵Usage-Based: Resources: This model charges customers based on the resources they use, such as large language model tokens, storage, or compute power. It's the most common emerging model, with estimated 40% market share today. Examples include Twilio, Amazon Web Services (AWS), OpenAI 💵Usage-Based: Interactions: This approach charges per defined interaction or activity, like #API calls or output generation. It has an estimated 25% market share 𝟯. 𝗛𝘆𝗯𝗿𝗶𝗱 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗠𝗼𝗱𝗲𝗹 This model blends a base fee with consumption, described as "Base fee + Consumption". It has high attribution but low autonomy. Examples include Cursor, Canva, Clay 𝟰. 𝗔𝗴𝗲𝗻𝘁-𝗕𝗮𝘀𝗲𝗱 𝗠𝗼𝗱𝗲𝗹 In this model, customers purchase individual AI agents through a one-time fee or a subscription. This approach has an estimated 20% market share. An example cited is a research agent rumored to be priced at $20,000 per month, mimicking a salary. Example OpenAI? 𝟱. 𝗢𝘂𝘁𝗰𝗼𝗺𝗲-𝗕𝗮𝘀𝗲𝗱 𝗠𝗼𝗱𝗲𝗹𝘀 These are considered the "Win-win models" because the cost is directly tied to the value or outcome delivered. They represent the ideal of value-aligned pricing. 💵Outcome-Based: Jobs Completed: Payment is made after an AI agent successfully completes a specific, predefined job. This model has an estimated 10% market share today. Examples include Sierra and @Fin 💵Outcome-Based: Financial Pricing: Customers pay for specific financial results, such as cost savings or increased revenue. This is the most disruptive model, with the highest risks for vendors, & it currently has less than 5% market share. Example is Chargeflow ✅ Subscribe to #global5gevolution newsletter https://lnkd.in/ge9gsyjE ✅ Or subscribe #global5gevolution YouTube https://lnkd.in/g8M7YvKq) ✅ Follow us Kaneshwaran Govindasamy & Global 5G Evolution 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘁𝗵𝗲 𝗚𝗹𝗼𝗯𝗮𝗹 𝟱𝗚 𝗘𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆! Your support helps us continue delivering the latest insights, research, & conference discussions. Every contribution enables us to sustain & grow this platform for the benefit of all members 𝗖𝗵𝗼𝗼𝘀𝗲 𝘆𝗼𝘂𝗿 𝘄𝗮𝘆 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁: 👉Small monthly recurring donation of $10: https://lnkd.in/e4MAD7pN 👉One-time donation: https://lnkd.in/eitCeewX
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Bobby Srinivasan liked thisBobby Srinivasan liked thisThe new Gartner Magic Quadrant for Conversational AI is out. What stands out this year? 👉 Despite the explosion of AI vendors, only a very small number of companies actually qualified to be listed. This says a lot: The barrier to delivering enterprise-grade Conversational AI is still very high. Many “AI-first” startups remain focused on demos and hype rather than scalable, secure deployments. Enterprises need more than chat — they need orchestration, integration, governance, and measurable outcomes. With so many new logos in the market, this is a good reminder that not every vendor riding the AI wave can actually swim. 🏊♂️
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Bobby Srinivasan liked thisBobby Srinivasan liked thisBrutal truth: Your "billion-dollar idea" might be worth millions. (Or just thousands.) ➡️ Master TAM, SAM, and SOM in 2 minutes. Think of it like this: TAM = Everyone on Earth who could buy pizza SAM = People in cities where you can deliver SOM = Houses you'll actually reach this year Real examples that'll blow your mind: Uber's journey: • TAM: $5.7 trillion (all transportation) • SAM: $1.5 trillion (legal rideshare cities) • SOM: $150 billion (their 5-year target) Netflix's reality: • TAM: $2.8 trillion (all entertainment) • SAM: $500 billion (streaming-ready countries) • SOM: $75 billion (450M subscribers) Zoom's focus: • TAM: $64 billion (all business tools) • SAM: $25 billion (video-ready companies) • SOM: $10 billion (enterprise clients) Notice the pattern? Each step gets smaller. Each step gets more real. Each step gets more achievable. Why this matters to YOU: ✓ Investors need all three numbers ✓ TAM shows the dream ✓ SAM shows you're realistic ✓ SOM shows you can execute Common mistakes that kill startups: ❌ Using TAM for revenue projections ❌ Ignoring competition in SOM ❌ Making SAM too big ❌ Forgetting regulations The reality check: • Most startups capture 1-5% of SAM • It takes 5-10 years • Competition limits everyone • Some customers never switch But here's the secret: Knowing your real SOM is a superpower. It helps you: → Set honest goals → Raise the right funding → Hire the right team → Pick the right strategy Start with SOM and work backwards. Not the other way around. Your "small" SOM might be perfect. A $10M business changes lives. A $100M business creates dynasties. Stop chasing someone else's TAM. Start building your SOM. Save this breakdown. Share it with a founder friend. Use it in your next pitch. Want a PDF of my TAM - SAM - SOM cheat sheet? Get it free: https://lnkd.in/dEcrucRJ ♻️ Repost to help a founder in your network. Follow Eric Partaker for more on business scaling. — 📢 Want to lead like a world-class CEO? Join my FREE TRAINING: "How to Accelerate Sales Growth For Your Business" Thur, June 26th, 12 noon Eastern / 5pm UK time https://lnkd.in/dmw6EvmU 📌 The CEO Accelerator starts July 23rd. 20+ Founders & CEOs have already enrolled. Earlybird rates end on June 22nd. Apply Now: https://lnkd.in/dGCDDwH8
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Ralph Dangelmaier
Ralph Dangelmaier
Ralph Dangelmaier, a highly respected figure in the Fintech industry, brings over 30 years of experience in leading and growing public and private payments companies. As the Strategic Advisor at the Payments Advisory Team (PAT), Ralph works with companies to optimize their payment solutions, increase sales, and reduce costs. His extensive knowledge and insights have allowed him to collaborate with thousands of banks, payment processors, and businesses across 60 countries, consistently driving innovation and success in the global payments ecosystem.<br><br>Ralph is known for his passion for payments innovation and customer success. Over the course of his career, he has made significant strides in developing cutting-edge solutions that solve real-world problems and create meaningful impact on a global scale. His leadership has been recognized with numerous accolades, including being named one of the Top 50 SaaS CEOs, a two-time finalist in Ernst & Young’s Entrepreneur of the Year program, and the Boston Business Journal’s Innovator of the Year. Recently, Ralph was honored as a member of the Beta Gamma Sigma academic honor society by Stonehill College, a distinction awarded to top business professionals and educators.<br><br>A thought leader and mentor in the payments space, Ralph is also dedicated to developing the next generation of Fintech leaders. He has taught classes at institutions such as Brandeis, Babson, Harvard, and his alma mater, Stonehill College, where he shares his vast experience and encourages students to embrace innovation in financial technology. His commitment to fostering young talent is an extension of his vision to continuously push the boundaries of what’s possible in the payments industry.<br><br>Throughout his career, Ralph has worked with talented teams to deliver value-added solutions that not only meet business needs but also drive global economic growth. His contributions extend beyond corporate boardrooms and classrooms—he is passionate about using technology to make a difference, bringing a human element to Fintech innovation. Ralph enjoys working with creative and driven teams to build payment solutions that positively impact businesses and communities around the world.<br><br>Outside of his professional life, Ralph enjoys golf, tennis, travel, and winemaking, having established his own wine label, Patriot. He resides in Weston, Massachusetts, just outside of Boston.
14K followersWaltham, MA
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Irakli Kashibadze
University of California… • 8K followers
Sustained ~252–291 GiB/s of HBM memory throughput on H100s under decode load — essentially hitting the hardware roofline. This matters because HBM throughput, not FLOPs, is the real bottleneck in LLM inference. By keeping memory nearly fully saturated, I’ve unlocked far higher efficiency and throughput than standard engines. The result: 0.9–1.36M tokens/sec with ~0.1 ms first-token latency #AI #LLM #GPURouter #H100 #Inference #CostEfficiency #Innovation #DeepLearning #AIInfrastructure #HighPerformanceComputing NVIDIA AMD OpenAI Google Shilpa Kolhatkar Keith Strier a16z speedrun
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Matthew Mulrennan
8K followers
Big news for PierSight and the local satellite industry in India. PierSight will be the leading Synthetic-Aperture Radar (SAR) provider in this major multi-year national government contract. In total 12 satellites will be launched, all made and operated in India. PierSight will be able to continuously monitor night and day in all weather conditions India's entire Exclusive Economic Zone (EEZ) for illegal fishing activities, oil dumping, shipping efficiency and safety. Congrats to Gaurav Seth Vinit Bansal and the team on this major milestone. CC: Sustainable Ocean Alliance Seabird Ventures #oceanimpact #oceanmonitoring #satellites #EcopreneurNetwork https://lnkd.in/dac8V5vK
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Kit Yu
33K followers
Powered Shell Capacity a Primary Constraint. Industry demand for GPUs and AI infrastructure more broadly has significantly outpaced available supply and while the timeline for this constraint to alleviate is open to interpretation, the power required to support the needs of hyperscalers and other non-traditional cloud providers within the broader GPU economy is significant and powered shell delivery has remained a key bottleneck across multiple providers. Despite these bottlenecks, Microsoft remains best positioned as supply/demand continues to approach an equilibrium given that its level of AI-related capex over the last few years (and our expectation for the coming years) has consistently been revised higher. As such, we lean on our capex driven forecast model to yield our sustained bullish conclusions about the trajectory of Microsoft Azure growth (see Exhibits below). In particular, Microsoft is already spending >$30 billion per quarter on capex to expand AI infrastructure, giving it a scale advantage that should endure even after capacity starts to catch up with demand, coupled with commercial bookings growth of 228% YoY in constant currency (cc) in the latest quarter, which provides revenue visibility that should continue to convert as more capacity comes online (i.e., recently announced AI Superfactory in Wisconsin). Separate from Microsoft, the supply constrained environment combined with the company’s domain expertise has driven meaningful benefits to CoreWeave with revenue growing from $1.9 billion in FY24 to an expected $5.1 billion in FY25 with active power increasing to an expected 850 MW in FY25 (vs 360 MW in FY24). Similarly, total contracted power now sits at 2.9 GW with 1.9 GW set to come online over the next 12 months and the remaining 1 GW potentially activating over the next 12-24 months. While broader AI demand remains robust, worth noting CoreWeave's capex-related delays (for two consecutive quarters) highlight 1) the incremental risk associated with the company's reliance on third party data center providers delivering on time and 2) risk to top-line performance as these delays push revenue recognition further out (see company commentary below). Nebius has witnessed similar benefits with revenue expected to grow >460% YoY to ~$525 million in FY25 (at midpoint of guidance) and active power scaling from ~20 MW in FY24 to ~100 MW in FY25 with a path to >2.5 GW of contracted power at the end of FY26. The company has also signed a $17.4 billion deal with Microsoft and a ~$3 billion agreement with Meta, supporting its FY26 ARR target of $7-9 billion (vs ~$890 million in FY25 using midpoint of guidance).
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ADITYA RAJ
Adityafinancialinsights • 617 followers
Engineers India Q3 FY26 Results: PAT Surges 219%, Stock Jumps 12% https://lnkd.in/gdv23K6d 📊 Key Financial Highlights (Consolidated) Metric Q3 FY26 Q3 FY25 Change Net Profit (PAT) ₹347.2 Cr ₹108.7 Cr ▲ +219% Revenue from Ops ₹1,210 Cr ₹764.5 Cr ▲ +58.3% EBITDA ₹352.2 Cr ₹97.9 Cr ▲ +260% EBITDA Margin 29.1% 12.8% ▲ +1630 bps EPS ₹6.18 — — Stock Price (NSE) ₹231.00 — ▲ +12.37% (1D 📈 Standalone Performance (Company Reported) Metric Q3 FY26 Q3 FY25 Change Revenue ₹1,194 Cr ₹750 Cr ▲ +59% PBT ₹395 Cr ₹118 Cr ▲ +235% PAT ₹302 Cr ₹88.1 Cr ▲ +242 🏭 Segment-Wise Performance Segment Revenue (Q3 FY26) YoY Change Contribution Consultancy ₹490.1 Cr ▲ +16.4% ~38% Turnkey Projects ₹720.1 Cr ▲ +109.7% ~58% 📦 Order Book – All-Time High Metric Value Order Book (Dec 2025) ₹12,538 Cr Current Order Book ~₹15,670 Cr (All-time high) Order Book Composition 60% Consultancy / 40% Turnkey Revenue Visibility Strong for upcoming quarters 🌍 Major Wins – Dangote Refinery Project Detail Information Client Dangote Group (Nigeria) Value $350–360 Million (~₹3,150 Cr) Nature Mega refinery expansion project Significance Largest overseas order ever 🌐 International Business Momentum · Overseas markets now constitute 65% of fresh order inflows (as of Jan 2026) · Domestic orders: 35% · Active in Middle East, Africa, South America --- 📉 Stock Performance Metric Value Current Price (NSE) ₹231.00 1D Change ▲ +12.37% 2-Day Gain ▲ +22% 52-Week High ₹255.45 52-Week Low ₹142.20 Market Cap ~₹11,344 Cr Volume Surge 13.9% equity traded in 2 days --- 🏦 Brokerage Views & Target Prices Brokerage Rating Target Price Key View Prabhudas Lilladher BUY ₹261 Consultancy core growth engine; strong prospects in domestic & international ICICI Securities — ₹215 achieved Expect 20% CAGR in consultancy revenue (FY26–29E); order book 4x TTM Historical Avg PE — 25x Currently trading at 34x FY27E core EPS --- 📌 Key Takeaways ✅ Stellar earnings growth – PAT up 219% YoY (consolidated), 242% (standalone) ✅ Margin explosion – EBITDA margin expanded 1630 bps to 29.1% ✅ Order book at all-time high – ₹15,670 Cr, providing strong revenue visibility ✅ Dangote win – $360M order from Nigeria, largest overseas contract ✅ International momentum – 65% of fresh orders from overseas ✅ Stock rally – up 22% in 2 days, 12% today, hitting 7-month high ✅ Brokerage bullish – Prabhudas Lilladher sets ₹261 target --- 📲 Follow Aditya Financial Insights Across Platforms 💼 LinkedIn Group: Aditya's Financial Insights Group 📱 WhatsApp Channel: Join Market Updates 📲 Telegram: @TelegramAdityaFinancialInsights 🤖 AI Analysis: aratt.ai/profile/aditya 📊 Trading Platform: Lemann Platform 🐦 Twitter/X: @adityafinsights 📸 Instagram: @adityafinancialinsights 🌐 Website: https://lnkd.in/gbHXFfW6 --- 🤝 Crypto Partners 🌐 Ubex: Sign Up (umxahxky) 💰 Bybit: Join with Benefits --- #EngineersIndia #EIL #Q3Results #PSU #Dangote #OrderBook #EngineeringStock #StockMarket #AdityaInsights
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Arun Kumar
Dr Reddy's Laboratories • 17K followers
The India Deep Tech Investment Alliance (IDTA), was announced yesterday by Celesta Capital's Sriram Viswanathan at the opening session of Semicon India in the presence of Prime Minister Narendra Modi, Electronics & Information Technology Minister Ashwini Vaishnaw, MEITy Secretary S Krishnan, and other government and business leaders. The synergies of talent in the U.S.-India corridor, combined with appropriate financing and expertise, can create globally successful enterprises from India. https://lnkd.in/g6NjdRrH
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Enis Hulli
e2vc • 41K followers
Fal operates in a highly competitive space but carved out a unique niche by focusing on generative media. Effectively creating a category of its own From model creators to inference providers, cloud platforms to packaged solutions, many players in the space are both competitors and potential partners to fal Their strategy of building an abstraction layer became a powerful wedge, helping them scale. As the market continues to swing with each new wave of innovation, Fal has been smartly placing bets across the value chain The real key is maintaining a sharp tech edge. Staying ahead of major shifts, moved by big tech, and the next generation of models. Fal has consistently won by leapfrogging the competition 👇Hear it from Gorkem at e2vc Summit 💙
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Dr. Prakash Sharma
EcoSystem Enabler • 7K followers
SANATAN LABS - The Architect’s Compass: 10 Directives for the Great Transition (PASSIONIT PRUTL KALKI AIDHARMA framework) To navigate the "Audit of Fire" during this profound transition toward Satya Yuga, Krishna (Strategic Intelligence), Kalki (Systemic Reset), and Shakti (Raw Life Force) offer these ten essential directives for humanity: 1. Master the Asymmetry of Calm In a world of screaming headlines, silence is your greatest weapon. Respond from a place of internal stillness rather than reacting to external noise. When the system is chaotic, your stability becomes the new "Safe Haven." 2. Audit Your Identity (The Laawaris Test) Ask yourself: "If my titles, assets, and digital footprint vanished, who remains?" Detach your worth from possessions. True sovereignty is found when you are no longer "claimed" by the ego-driven systems of the world. 3. Embrace the "Mirror of Kalki" Do not fear the "Bloody Moon" or the exposure of decay. View every systemic collapse—financial, social, or institutional—as a necessary diagnostic. Use this "Mirror" to identify your own attachments and incinerate them before they become liabilities. 4. Move from "Me" to "Mission" Unity is not sameness; it is alignment. Replace "Me vs. You" with "Us vs. The Problem." When diverse strengths are aligned under a shared purpose (Aidharma), the friction of competition dissolves into the flow of progress. 5. Trust the "Internal Gold" While external currencies and metals face regulation or restriction, your integrity remains non-tradeable and unconfiscatable. Invest in your skillsets, your character, and your resilience. These are the only assets that survive the "Audit of Fire." 6. Respect the "Flow of Lakshmi" Prosperity is a river, not a reservoir. Hoarding in fear leads to stagnation and decay. Circulate value through mentorship, ethical trade, and "Groom and Grow" practices. Wealth that serves the collective remains protected by the Sun and Moon. 7. Humanize the Machine (13th Node Reset) Use AI and technology as a "Numeric Auditor" to expose corruption, but never let the cold logic of the machine replace the warmth of human intuition. Ensure technology serves the 14th Node: Absolute Truth. 8. Practice Guerrilla Respect Disarm your "enemies" by preserving their dignity even when you disagree with their actions. Respect targets the ego of the opponent, weakening their appetite for control and opening a path for diplomacy. 9. Build Internal Havens As geography stops being a protection, focus on "Internal Research and Innovation." Cultivate a mind that can remain creative and functional even when trade arteries are choked. 10. Surrender to Karmic Gravity Accept that "God Proposes, Man Disposes." You cannot control the celestial reset, but you can control your alignment with it. Follow the path of Dharma, and the gravity of the new era will pull you toward peace rather than destruction.
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Mar Hershenson
29K followers
From our PearX S25 cohort, meet Pravāh, the AI-native operating system for the electric grid When Mohak Mangal, Dhruv Suri, and Aman Gupta looked at the strain on the U.S. electric grid, they saw a system pushed to its limits. Exploding demand and unpredictable supply have made blackouts increasingly common. This costs the economy more than $150B a year, a number that could 10x in the next five years. Mohak Mangal and team founded Pravāh to help fix it. Their platform helps utilities and grid operators make real-time decisions on load, generation, and congestion, reducing blackout risks, optimizing power procurement, and bringing much-needed stability to the backbone of modern life. We’re proud to support the Pravāh team as they take on one of the toughest and most important infrastructure challenges of our time.
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Siddhartha Ahluwalia
Neon • 49K followers
A founder who has spent 32 Years building IP-Owned Tech in India's Defense Sector. Ashok Atluri, Founder of Zen Technologies Limited shares a growth story bootstrapped from Hyderabad: -Revenue: ₹60 Cr (FY21) → ₹930 Cr(FY24) -Market cap: 40 Cr (2012-13) → 13000 Cr today -Growth: 400X in 12 years Takeaways from our conversation: 1. India historically imported 65–70% of its defense equipment. Today, defense exports have grown more than 30× over the past decade, with the private sector contributing around 60% of exports. Domestic defense production has increased to ₹1.27 lakh crore, a 174% rise since FY 2014–15. 2. For over two decades, Zen built advanced simulators but struggled to sell them in India because single-vendor bids weren’t accepted. The IDDM policy in 2015 gave preference to IP-owning Indian companies and allocated 75% of the capital acquisition budget to local sourcing. And decades of R&D became a real market worth ₹200 billion. 3. Defense tech startups in India have raised $184 million in VC funding since 2020. Zen’s journey shows that IP-owned Tech built with self-funded R&D can build the most defensible advantage, similar to how Apple captures value through IP rather than manufacturing. 4. Zen’s anti-drone systems were proven in field operations, leading to export inquiries from over 20 countries. This mirrors the broader trend of India’s defense exports growing from ₹1,940 crore (FY14) to ₹21,083 crore (FY24). Field-tested solutions build trust far faster than lab demos or pilot projects. 5. Government fundings are rewarding innovation over manufacturing. Programs like iDEX provide up to ₹10 crore for proven concepts, while DRDO offers ₹50 crore per system under the Technology Development Fund. This shift allows companies to reinvest profits into next-generation R&D. 6. Ashok believes that not all technologies should be patented. Highly secretive or complex innovations can be reverse-engineered if patented. Instead, patent what is obvious to outsiders to protect your competitive edge. 7. Build with a focused approach on Pareto technologies with maximum impact. Instead of chasing every opportunity, Zen concentrated on the 20% of technologies delivering 80% of results, anti-drone systems and simulators. Prioritizing high-leverage areas compounds impact effectively. 8. Time market entry around overlooked gaps: In 2018, drones were a hot topic, but there was little attention on anti-drone systems. Zen entered this gap and was ready when the need became urgent, from regional conflicts to domestic security. Opportunities often lie where others are silent. 9. Create policies around your innovation: Self-funded R&D firms face unique risks that conventional procurement rules often overlook. Zen advocated for new categories rather than adapting breakthrough technologies to unsuitable frameworks, ensuring their innovations could be evaluated on merit. Full Episode https://lnkd.in/gnAFEj3f
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Aditya Arora
Faad Capital • 162K followers
Meet the Tycoons building India's "Second Act" in DeepTech and AI - 2026 We are witnessing a fascinating transition. Serial founders are taking their IPO winnings and "war-room" experience to solve problems that were previously considered "too hard" for the Indian ecosystem. Here are the 6 heavyweight insights into what the Tycoons are building next: 1) Deepinder Goyal (Zomato) - TEMPLE He is building a brain-health wearable that tracks cerebral blood flow in real-time 🧠 He wants to prove the "Gravity Ageing Hypothesis" - the idea that gravity affects brain blood flow over decades. Deepinder wants to make brain health as trackable as heart rate. Traction: He’s invested $25M of his own wealth and recently raised a $54M round at a $190M valuation. He’s currently hiring "engineer-athletes" with <16% body fat to join the mission. Expect a limited rollout by late 2026 🧬 2) Mukesh Bansal (Myntra/Cult.fit) - NURIX He is building an AI-native services platform building "custom AI agents" for enterprises 🤖 He wants move from "Physical Wellness" to "Digital Intelligence." Nurix builds voice and text agents that handle sales and support with human-like nuance. Already raised $27.5M from Accel and General Catalyst. They are currently operational with an annual revenue run rate of approx ₹5.35 Cr as they scale their Series A ⚙️ 3) Aman Gupta (boAt) - OFFBEAT STUDIOS A new entrepreneurial "Aman 2.0" venture launched following his transition to a non-executive role at boAt 🎬 While the exact "product" is in stealth, Aman’s vision is to back "bold, hungry, and impatient" ideas that disrupt traditional consumer categories. Launched on March 3, 2026. Aman has officially stepped away from daily boAt ops to lead this, marking a shift from "Volume Hardware" to "Offbeat Innovation" 🎧 4) Mukund Jha (Dunzo) - EMERGENT An "agentic vibe-coding" platform that builds full-stack apps via AI 💻 He wants to make software development as easy as chatting. Mukund is moving from the "Logistics of Goods" to the "Logistics of Code." $100M total funding raised (Series B) as of Jan 2026. They’ve hit a $100M Annual Run Rate in record time, proving that "Vibe-coding" is the new industry standard ⚡ 5) Shashank ND (Practo) - CENT He is constructing a preventive health startup that uses AI-assisted whole-body MRI and 120+ biomarkers to screen for 300+ conditions 🛡️ To catch cancer and heart disease before you even feel a symptom. It's the "Antivirus" for the human body. Raised $5M in Seed funding (March 2026). They’ve already completed 1,500+ scans with 26% showing meaningful findings. Physical centers are opening in Bengaluru, Delhi, and Mumbai now 🏥 ➡️ The Insight: The "Second Act" of these tycoons is a masterclass in Risk Evolution. They are using their personal capital to fund scientific bets that could define the 2030s. They aren't just building companies - they are building the technological "Sovereignty" of a new India 💎
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Sriram Viswanathan
Celesta Capital • 13K followers
Important collaboration between India Deep Tech Alliance (IDTA) and Polsky Center at the University of Chicago to extend a collaboration with Indian Deep Tech Startups. This will have significant benefits as we expand the relationship with top Engineering Schools in India. We at Celesta Capital are committed to University Parternships. Samir Mayekar Nicholas Brathwaite Frantz Saintellemy, C.M. Matthew Marsh Arun Kumar Sudhir Sethi
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Yariv Adan
ellipsis • 12K followers
Gartner recognized Juna AI as a leading industrial #AI vendor across two major research publications 🏆 Great for Juna AI , great for ellipsis, and great for #Europe - we need startups that are at the forefront of technology that can support the AI #transformation of our large industrial sectors. 🙏🏼👍🤞 Philipp Willigmann Estelle Oltramare 艾黛 Cristina Caffarra
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Kishore Ganji
Astir Ventures • 40K followers
India is not behind on talent. It is behind on risk appetite. Building LLMs or foundational AI infra is not about capability. It is about capital. Not just any capital, but capital that is comfortable with long timelines, unclear outcomes, and massive burn. Most of India’s funding still chases near-term traction. SaaS, fintech, consumer. Sectors where returns are easier to model. But AI infra does not play by those rules. It demands belief before proof. The Middle East launching a sovereign fund to accelerate AI through public private bets is not just money. That is intent. India will not build foundational AI by hoping startups will figure it out alone. It needs conviction at the system level. And a willingness to back uncertainty at scale.
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Jared Carmel
Manhattan Venture Partners • 6K followers
✨ Whole Vibe: Anysphere’s AI Coding Tool Hits Different Santosh Rao just published our initiation report on Anysphere, the company behind Cursor, the AI code editor that’s revolutionizing software development. With $500MM ARR achieved in just 24 months and zero marketing spend, this represents one of the most compelling growth stories in enterprise AI. 🔑 Key Highlights: 🚀 Explosive growth from $0 to $500MM ARR in 14 months, nearly doubling every two months 👥 Over 1 million daily active users and 360,000+ paying subscribers across individual developers and Fortune 500 companies 🏢 Adopted by 50%+ of Fortune 500 companies including NVIDIA, Uber, Adobe, Stripe, OpenAI, and Spotify 💰 $1.07B total funding including $900MM Series C at $9.9B valuation (281% markup from December 2024) 🧠 Leading the “vibe coding” revolution where natural language prompts generate functional code ⚡ Exceptional team productivity: ~$5MM ARR per employee vs $125K median for private SaaS companies Why This Changes Everything: 1. Anysphere is spearheading the fundamental shift in how software gets built, with AI now generating 41% of all code globally in 2024 2. The company achieved $500MM ARR with zero traditional sales or marketing, proving exceptional product-market fit through pure viral adoption 3. Their AI-native approach and developer ecosystem create compounding network effects that become stronger as adoption scales ✍🏼 What strikes me about Anysphere isn’t just the growth metrics, it’s the paradigm shift they represent. When 92% of developers now use AI coding tools and companies like Google report 25% of new code is AI-generated, we’re witnessing the industrialization of software development. Anysphere didn’t just build a better code editor, they built the infrastructure for how all future software will be created. The fact that they reached $500MM ARR without spending a dollar on marketing tells you everything about product velocity and developer stickiness. This isn’t incremental improvement, it’s fundamental transformation of the $500B software engineering industry. MVR projects their 2025 revenue between $700MM-$1B, with a trajectory toward $2.5-3.3B by 2030. When every developer becomes 10x more productive through AI assistance, Anysphere is positioned to capture that value at unprecedented scale. Talk soon, Jc 🔗: https://lnkd.in/gn6jxFps #VentureCapital #MVPAllStarFund #TechInnovation #preipo #siliconvalley #unicorn #MVPALLSTARFUND #mvpvc #mvp #therealmvpvc #venturebytes #allstar #ipo #research #technology #tommorowsipostoday #SecondaryAsAService #saas #SecondariesAsAService #Anysphere #Cursor #AICoding #SoftwareDevelopment #DeveloperTools #ArtificialIntelligence #VibeCode #ThriveCapital #Accel #AndreessenHorowitz
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Pierluigi Merico
Prosperity AI • 5K followers
🧠 Case Study - Venture Capital Fund + Prosperity AI System Clarity for smarter investments and higher returns Premise In an era where venture capital faces increasing pressure: higher valuations, longer exits, and global competition, success is no longer about raising bigger funds. It’s about deploying capital with precision, reducing strategic blind spots, and enhancing portfolio performance. An US VC firm managing $250M adopted the Prosperity AI System to transform its investment process into a living, data-driven strategy engine. 1️⃣ 5 Core Dimensions (Immediate Clarity) Market The firm invested across tech, biotech, and energy but lacked focus. Prosperity AI identified three emerging niches with outsized growth: applied AI, green logistics, and health data infrastructure. Customer Pain (LP & Founder Perspective) • LPs: frustrated by limited visibility and inconsistent reporting. • Founders: needed post-investment strategic help, not just funding. Offer Repositioned from “capital provider” to “AI-enhanced venture partner.” Every startup funded now receives Prosperity AI access for continuous strategy reviews. Value • Faster due diligence (–40% time per deal). • Higher follow-on funding success (+33%). • LP satisfaction scores improved from 6.8 → 9.1. Differentiation Competitors offered mentorship; this fund offered AI-driven clarity + real-time execution insights, powered by Prosperity AI. 2️⃣ Pre-AI Review (Diagnosis Phase) Before allocating new capital, the system analyzed 47 startups: • 9 flagged for unclear market fit. • 6 required pricing repositioning. • 3 showed exceptional growth potential and received increased investment. This reduced exposure to underperforming assets by $8.4M in one quarter. 3️⃣ 22 Advanced Dimensions (Strategic Depth) The AI mapped out: • Portfolio synergies → connected 4 startups to co-develop cross-sector products. • LP engagement model → automated reporting and predictive ROI dashboards. • Exit readiness → identified 5 potential M&A opportunities. 4️⃣ Full AI Review (Strategic Upgrade) The fund received a living roadmap: • Next-cycle focus: AI infrastructure + health data startups. • Scenario simulation for each sector → best risk-adjusted IRR. • Clear action plan: divest, double-down, or restructure. 5️⃣ Iterative Execution (Living Strategy) Quarterly reviews now feed new data directly into Prosperity AI: • Portfolio strategy adapts dynamically. • LP communication improved with real-time dashboards. • Decision cycles shortened from 90 → 18 days. Results (12-Month Impact) ✅ IRR improved from 14.6% → 22.3%. ✅ LP reinvestment rate up +41%. ✅ Portfolio valuation up +27%. ✅ Time-to-decision down –72%. Insight Venture Capital is no longer about intuition. It’s about augmented intelligence. 💡 The future of Venture Capital is not just who funds the next unicorn, it’s who helps build it smarter. https://lnkd.in/dNrT8rYa ~~||~~~
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Siddharth Sawant
Varyon Partners • 4K followers
🇺🇸 US GTM Playbook: A Field Guide for Global Robotics Manufacturers (Part 1) As global robotics firms explore US expansion, many underestimate the uniqueness of the market. The US isn’t just a larger market ; it is structurally more demanding, commercially more sophisticated, and operationally less forgiving. This post outlines a structured approach for entering the US market for robotics and deep-tech firms. 1. Shift from Demo-based to ROI-based selling In most markets, a live demo wins attention. In the US, it’s table stakes. Enterprise buyers expect a business case, not a tech showcase. Winning sales narrative: - Payback period in months, not years - FTEs eliminated or reassigned - SLA or uptime improvement - Cost savings per square foot or per asset Takeaway: Without ROI math, you don’t have a deal. 2. Sell into Ecosystems, not just Accounts US buyers rarely purchase in isolation. Most deployments require the support or signoff of: - Systems integrators (SIs) - Facility management partners - Distribution or channel resellers - Local compliance or union reps Takeaway: Entry requires mapping and activating these stakeholders in parallel and GTM starts with the ecosystem, not just the customer. 3. Build a scalable Support layer US customers expect consistent uptime and immediate resolution. A fly-in support model doesn’t work. Non-negotiables: - Hot-swap or repair SLAs - Remote diagnostics with telemetry - OTA update architecture with version control - Local warehousing and parts availability Takeaway: Support is not a cost center ; it’s an extremely critical part of the product. 4. Address Compliance and Liability early Regulatory and legal baselines in the US are high and enforced. Deviations can be distracting and expensive. Before scale, ensure: - OSHA, UL, FCC certifications - Valid product liability and general insurance coverage - Contractual readiness for enterprise vendor onboarding - Data compliance if Telemetry is shared Takeaway: This groundwork accelerates deal cycles and builds credibility. 5. Avoid premature GTM headcount Most failed US expansions start by hiring a generalist “BD lead” too early and in isolation. Suggested sequence: - Advisor with vertical GTM experience - Pilot partner or warehouse ops contractor - Interim warehousing + deployment support - US GTM lead only after pilot-market validation Takeaway: Build signal before you build headcount ; and create a supporting environment for the headcount to multiply sales and growth. This is Part 1 of the US GTM series for robotics and automation manufacturers. Upcoming posts will cover: 1. Value-based pricing and RaaS margin design (including tariff management) 2. Designing effective enterprise pilots 3. Choosing the optimal corporate structure 4. Managing cash burn while building commercial traction DM me if you're navigating this - always happy to pressure-test a GTM plan. #Robotics #Automation #Deeptech #USExpansion #GTM #Hardtech #IndustrialAutomation
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Padmaja Ruparel
IAN Alpha Fund • 34K followers
𝗜𝗻𝗱𝗶𝗮’𝘀 𝗔𝗜 𝗽𝘂𝘀𝗵 𝗶𝘀 𝘁𝗮𝗸𝗶𝗻𝗴 𝘀𝗵𝗮𝗽𝗲 The addition of 15,916 graphics processing units (GPUs) to the national AI infrastructure and the Cabinet’s approval of ₹10,300 crore for the IndiaAI Mission reflect a long-term commitment to building advanced capability across the country. India now contributes 16% of the global AI workforce and ranks first in AI skill penetration. With Centres of Excellence across key sectors, we are creating sector-focused hubs that can drive real impact. The expansion of AI education and the plan to set up over 200 data and AI labs in Tier-2 and Tier-3 cities show the depth of this transformation. As startups and enterprises build products rooted in responsible AI, India’s leadership will be shaped by how well we scale talent, strengthen infrastructure, and keep innovation aligned to real needs. Read more: https://lnkd.in/gDrwaCjN #IndiaAI #AIForAll #InnovationEcosystem #DeepTechIndia #FutureOfWork #ViksitBharat
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Yogesh Trivedi
CognitivTrust • 2K followers
🚀 🚀 🚀 Excited to announce the launch of CognitivTrust Inc. – application security reimagined for the AI coding era. Developers are shipping code faster than ever. Copilot, Claude, ChatGPT – AI is writing 40-60% of code in modern teams. We're in the vibe coding era, and it's transforming productivity. But here's the problem: our security tools haven't caught up. Current code scanners weren't built for AI-generated code: AI is generating more code in a day than teams used to write in a week. That's more surface area, more potential vulnerabilities, and more risk – all moving at unprecedented velocity. Legacy platforms are retrofitting AI as a feature, not rebuilding from the ground up. The result? Surface-level improvements that can't deliver the fundamental speed, accuracy, and transformational impact that modern security requires. We built CognitivTrust for how developers actually work today: Real-time prompt analysis that allows ‘security-ready’ AI-generated code, eliminates vulnerabilities from the IDE, contextual threat mapping while the AI is still suggesting code, and intelligent triage that works with your AI coding assistant, not against it. Security at the speed of code, not at the speed of periodical scans. What we heard at Global Fintech Festival 2025: Banking and fintech leaders are caught in an impossible trade-off: innovate at startup speed to maintain competitive edge or maintain bank-grade security while ensuring safe AI adoption by their developers. With AI coding assistants now standard, they need security that can contextualize threats in an actionable manner while keeping pace with AI-generated code. Every false positive/ security debt costs delayed product launches. Every vulnerability destroys trust. They can't afford either in the fast moving fintech or rapidly transforming banking verticals. Ashna G.Animesh MukherjeeVishal ShuklaLars BuurNikhil SewakSahil MitalSandeep RaghuwanshiGazal GargSandeep VarmaGaurav Chaudhri Ready to secure AI-generated code without slowing down: If you're riding the AI wave and need security tools that match your velocity, let's talk. Drop a comment or DM me to see how CognitivTrust secures modern development workflows. #AppSec #AIcoding #DevSecOps #VibeCoding #CyberSecurity #DeveloperTools Russell RagarKenneth Thomas MorasRuchi KhuranaRuss D.Anshu GuptaBhaumik ShahCristian BrottoTammy SchuringMala RamakrishnanRam SenthamaraiAysha Khan
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Will McCarthy
Altimeter • 3K followers
OpenAI / Sam at MS TMT: Scaling + progress: “Most important thing to know is we have been on accelerating exponential of progress; reason it is accelerating is algorithmic, compute, more smart ppl working on it, more economic input letting us buying GPUs faster; these are compounding exponentials… does not seem the exponential is stopping anytime soon… end of 2028, maybe sooner, will likely be more intellectual capacity inside data centers than outside of them” Codex / evolution of SWE: 2M+ users growing 25% per week. “Seeing teams of 5 ppl / 1 person + tens / hundreds / thousands of GPUs doing work of entire company engineering department." Scientific discovery + new research: “Seeing beginning of AI discovering new science - still small but seeing early signs across mathematics, theoretical physics..." Company of the future: “We will all want person making final decisions for accountability of company for a long time…" but "AI CEO can [talk to every person at company, be in every meeting, customer call, be an expert in every function]. The % of decisions relied on AI will go up [at your company] or a competitor who does rely more on AI will rise up.” Capital raise + strategic partnerships: “NVDA continue to lead with best chips. All training on NVDA. With partnership we get allocation to new chips we are excited about. AMZN we will take some Trainium in 2027 and 2028 which will further help us meet inference demand. Will work with them to distribute stable runtime environment for agents in the enterprise” Defense + government: "If I were running gov and had a bunch of AI companies saying we are about to build super intelligence which will be important for geopolitical power, but we are going to stop working with you - I would say (i) I need that tech and (ii) gov supposed to be more powerful than private companies." OAI effort was to de-escalate. DoW "very understanding and great partner" on red-lines re survelliance and autonomous weapons. Will deploy FDEs with clearance to make sure tech properly used. Three flash points of superintelligence: "(1) Are the companies developing AI or is the government more powerful? (2) How do you reconfigure economy when no one can outwork a GPU? (3) Who gets to decide the values we align superintelligence to? Have seen beginning of #1 - we believe we need to trust in democratic process which has gotten us so far over last 250 years” AI-native competition + adoption urgency: Companies used to only compete with competitors who adopted slowly too / they had same constraints like a “slow security org”. "Now you have to compete with not only current competitors but new companies that are mostly AI that do not have slow security org… “Next year I predict we'll talk about companies with 1/10th or 1/100th of the people and a ton of GPUs building entirely new types of competitors.”
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