Something New prev vc @immutable @Delphi_Digital
New York
Joined January 2021
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Yash Gandhi retweeted
Remember I was just saying they would expand products the other day? @AtlasShrug1 $MXL
MaxLinear is making a serious push into the active electrical cable (AEC) market, directly challenging Credo Technology (CRDO), the dominant incumbent.
The most interesting development came from CEO Kishore Seendripu during MaxLinear's Q3 2026 earnings call, held just two days ago.
He outlined an ambition to capture 20–30% share during the 1.6 Tbps AEC generation over the next couple of years, initially targeting one or two major US data-center customers. When it comes to constrained capacity, unlocking Samsung production capacity is a real edge.
Yash Gandhi retweeted
2 hours ago, Anthropic filed for an IPO.
We went through the S-1 and broke it down in 6 charts:
Yash Gandhi retweeted
> can’t own stonks with capex slowing
> can’t own crypto with quantum and ai risk
> can’t browse the internet cause everything is hacked
> can’t own software cause everything is hacked
> can’t own gold cause alchemy is solved
> can’t own bonds as inflation and crowding out hurting it
> mfw
Yash Gandhi retweeted
Robinhood insider of sorts [BD, employee, exec] longed 100k+ of $CASHCAT on a wallet last night.
This morning, 3 mins before $CASHCAT listing API detection on Robinhood, blasts another $50k long on another wallet.
@vladtenev pay your employees.
Yash Gandhi retweeted
H100 ornn index spot prices are falling, now at $2.42 per hour, roughly 40% below the May peak. The ecosystem is concerned that this is a sign that compute demand and by extension the appetite for AI is waning. (1/5)🧵
Yash Gandhi retweeted
IT'S APPLE'S FAULT. They knee capped suppliers at the bottom (as Apple always does), so Micron couldn't invest.
WSJ: "In an interview Wednesday night, Micron Chief Business Officer Sumit Sadana said the company couldn’t make investments during the memory market’s last downturn, when Micron’s gross profits went negative, in part because certain customers took advantage to pay rock-bottom prices.
“We told a couple of the customers who were being very aggressive with pricing at that time that this is not constructive,” he said, without naming Apple, adding that low prices discouraged capital investments. “A lot of the industry investments got shut down in 2023 because of really poor pricing and really poor margins.”
Yash Gandhi retweeted
exactly this, it's under appreciated how much the crypto market relies on bitcoin aside from even the philosophical perspective:
~30% of aave deposits are btc, ~45% of morpho deposits, and nearly half of all hyperliquid oi is btc.
if there's large bitcoin downside, it hurts
Yash Gandhi retweeted
i want to write more about positive surprise and negative surprise regimes
i think we are currently in a negative surprise regime, meaning we will dump at the first excuse
in contract feb-may was positive surprise that we pumped at a modicum of hope
Yash Gandhi retweeted
SpaceX is a historic liquidity transfer event from public market investors to private market investors
This will flow down to the next wave of frontier venture capital backed companies, driving more funding and higher private market valuations
Yash Gandhi retweeted
My favorite chart from our system card - FrontierCode is an excellent eval, and it accurately reflects the step up I feel when using Fable!
