Jaykumar Shah (@jkpcshah) 's Twitter Profile
Jaykumar Shah

@jkpcshah

ID: 21982043

calendar_today26-02-2009 06:16:48

337 Tweet

83 Followers

338 Following

Jaykumar Shah (@jkpcshah) 's Twitter Profile Photo

If you could achieve all your life's ambitions with a single button press today, would you press it, and what would you do tomorrow?

Jaykumar Shah (@jkpcshah) 's Twitter Profile Photo

Loved the insights : Priors as Prisons: Success patterns becoming disadvantages for legacy firms. - Infrastructure: The real AI play isn't just GPUs—it’s HBM - Macro Shift: AI could be massively deflationary in ways GDP can't track. - IDE layers (IDEs, Excel etc) will disappear

Peter H. Diamandis, MD (@peterdiamandis) 's Twitter Profile Photo

China is the undisputed leader in vertical integration, currently winning in actuators, electric cars, and hardware. We lost the EV revolution to China. Eric Schmidt believes we CANNOT afford to lose the robotics revolution, too. We need the same system-level thinking in the

Peter H. Diamandis, MD (@peterdiamandis) 's Twitter Profile Photo

There is NO excuse to not create whatever you want if you have an idea. We live in a world where you can CREATE & LEARN anything. That's Kevin Weil 🇺🇸's view of the exponential world at Abundance360

Dwarkesh Patel (@dwarkesh_sp) 's Twitter Profile Photo

.Dylan Patel lays out how we know the hard upper bound on how much compute can be produced annually by 2030: around 200 GW/year. That’s a crazy number (there’s about 20 GW of AI deployed in the world right now), but it’s nowhere near enough to satisfy Sam/Elon/Dario/Demis’s

Jaykumar Shah (@jkpcshah) 's Twitter Profile Photo

The next generation of models are going to be a step change in their intelligence, application, and agency. No business process, IT landscapes or Teams were designed for this. We should start warmups & stretching - We will need our flexibility to survive youtu.be/INGOC6-LLv0

SemiWiki (@danielnenni) 's Twitter Profile Photo

- #ASML lifts 2026 revenue outlook to 36 billion-40 billion euros - Chipmaking tool maker cites AI-driven demand - CEO Christophe Fouquet says chip demand outpaces supply #Semiconductors #Semiconductor #Semiconductormanufacturing semiwiki.com/forum/threads/…