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Sandy

@techprimitives

truth seeker, employee turned entrepreneur turned builder, investor, batmanšŸ¦‡

 Universe
asterial.in/
Joined August 2021
  • Tweets6.1K
  • Following425
  • Followers477
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Replying to @DeItaone
So many times analysts keep getting $GOOG wrong! It's a no brainer google will be one of the very few last men standing in the AI race in years to come along with Nvidia, Amazon, SpaceX, OpenAI, Anthropic and in the $10T club.
Sandy (@techprimitives) profile pictureSandy
@techprimitives14 Aug 2024
Spotting winners and making money is sometimes super easy if you have right combination of interdisciplinary skills and knowledge. Prediction (14 Aug 2024): $GOOG will double from current level in less than 2 years coz of AI tailwind.
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vincent (@SPCX100T) profile picture
vincent
@SPCX100TOct 27
Throughout my 20 something years in investing, SpaceX $SPCX is the largest arbitrage Iā€™ve ever encountered. Itā€™s not a misunderstanding in the usual sense ā€” itā€™s a cognitive error at market scale, and that error is the edge for anyone willing to look. Management has published guidance and data in the open; the spoon is right there in front of everyone. Yet large parts of the market still canā€™t see it, or simply refuse to, because the numbers are genuinely that extreme. I donā€™t know whether this window stays open for one year, two, or ten. But I suspect that whenever it closes, looking back will be one of the more interesting exercises in modern market history.
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Replying to @chamath
<<Marginal costs of all models will go to ~$0.>> Nah! Moats will appear in the form of compute/ energy, data flywheels, capital allocation and will concentrate with few frontier labs/ hyperscaler.
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Deep dive into AI with Sandeep Khomne, a full time AI investor. Do watch! youtu.be/S25luQaxS7A?si=U2urā€¦
Anthropic IPO at $2 Trillion? AI Agents, AI Investing & The Future of AI

Anthropic IPO at $2 Trillion? AI Agents, AI Investing & The Future of AI

Is Anthropic really worth a $2 trillion valuation, and who will cap...

youtube.com
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Prediction: @elonmusk has three aces up his sleeve - ~ Tesla + Vision AI = worlds best robotic firm ~ Twitter + GenAI = worlds best media firm ~ SpaceX + Starlink = worlds best logistic and global coverage firm Q is if it is accidental or deliberate or first principal thinking!
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Replying to @elonmusk @Starlink
..and eventually eliminate you. šŸ˜œ
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Replying to @paulg @amasad @elonmusk
Have been thinking about this argument for quite some time. I think you canā€™t compare big tech to legacy companies where startups have distinctive advantage (namely software). By the very nature of software (especially AI) itā€™s very easy for big tech to kill startups overnight.
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No thanks! $NVDA šŸš€
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Ok. Software is eating the world. AI will likely kill the world!! I agree with @elonmusk we need to pause and take a deeper look. @OpenAI
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Replying to @slopject
X bros
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"if I go down you're coming with me" $NVDA
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$NVDA šŸš€
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Replying to @elonmusk
@elonmusk
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Replying to @TeslaSI @elonmusk
Autonomy robots is such a wild crazy high impact field to be captured and Tesla seems to have its eyes set on it. Most people donā€™t understand it yet similar to how they missed GenAI couple years back when OpenAI released first GPT APIs.
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Every month I sit down with full-time AI investor Sandeep Khomne to understand what is happening in the world of AI and AI related stocks. Do watch our latest podcast! youtube.com/watch?v=GzqDouPkā€¦
Is the AI Trade Still a Buy? China, South Korea, SpaceX & the AI...

Is the AI Trade Still a Buy? China, South Korea, SpaceX & the AI...

Need clarity on a financial decision? Speak to a Thefynprint expert...

youtube.com
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ā€œMom, how did we get so poor?ā€ ā€œYour father invested in AI powered software companies instead of hardware/infrastructure. ā€
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Sandy (@techprimitives) profile pictureSandy
@techprimitives19 Jun 2024
The best/safest way to play/invest in AI is hardware. $NVDA $AAPL $TSLA $AMZN Next best is LLM leaders. $MSFT (OpenAI) $GOOG Predicting AI software play is tricky/dangerous. Remember AI itself is the *tool* and can disrupt/replace entire software industry.
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"A company IPO'd at 100x revenue." To AI or not to AI? Sandeep Khomne has invested in AI, tech, and SpaceX. His take might not be what you expect. New episode of Thefynprint drop your objections in the comments. We'll address them. Watch on YouTube Today @ActusDei @sandeepkhomne #AI #Investing #TechStocks #PersonalFinance
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Building a large scale AI model and offering it at large scale are two different things. OpenAI o1 Deepseek R1
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AI is not software. Hence lot of people donā€™t have the natural intuition for it similar to how lot of non software people donā€™t have it for software. For software, people miss things like scalability, replicability, compute speed, marginal cost etc. Similarly for AI, people (including from software) miss things like semantic search, one shot intelligence, agentic behavior etc.
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1. There are two distinct type of companies within the #FAANG. #Apple, #Amazon, #Google are in one group and #Facebook, #Netflix in other.
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