Omkar Ray πŸ₯‘ (@omkarray9) 's Twitter Profile
Omkar Ray πŸ₯‘

@omkarray9

LLM-ing βˆͺ Product | Value Investing βˆͺ Macro Analyst

ID: 1134041597778128897

linkhttps://www.firmi.xyz/ calendar_today30-05-2019 10:19:21

3,3K Tweet

540 Followers

5,5K Following

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Every time Jasprit Bumrah strides to the top of his mark, there's a hush an anticipation that sweeps across the ground, much like the moments before a Shane Warne delivery. Pure class.

Omkar Ray πŸ₯‘ (@omkarray9) 's Twitter Profile Photo

I’ve seen this before: A high-quality pharma company. One drug runs into regulatory trouble. The market panics. The business keeps chugging along chronic, specialty, India. Eventually, the market remembers how to count. Valuation shoots up. Different drug, same drama.

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When you're building AI for regulated industries with complex workflows, the surface area for failure is enormous. Adding more use cases before perfecting the first one will create exponentially more failure modes.

Omkar Ray πŸ₯‘ (@omkarray9) 's Twitter Profile Photo

Big debt β†’ Lower rates β†’ Currency depreciation β†’ Asset inflation β†’ Lower real returns β†’ Bigger problems later

Omkar Ray πŸ₯‘ (@omkarray9) 's Twitter Profile Photo

Are Nike and Adidas missing a marketing trick by ignoring the second fittest tribe on earthβ€”founders and CXOs? Early risers, disciplined minds, triathlon junkies, biohackers, and ice-bath loyalists.

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Voice agent for India 2.0 : multilingual, low-bandwidth, vernacular, and on-call voice assistant. A B2G product for police or railways, monetized via contracts. A smart kiosk voice assistant for railway stations, hotels, or tourist centers.

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If models become commoditized through RL-as-a-Service, value shifts to reward design, realistic simulations, and evaluation frameworks. Players building hardcoded workflow automation today risk disruption as RL-trained generalist agents become more adaptable than rule-based ones.

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Every Pine Labs product is an entry point into a multi-product relationship. Their infra captures flows, behavior, compliance, and context and turns that into software monetization.

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learnings from Pine Labs : > Pick a high-frequency, underserved workflow in a niche with a real-world friction > Build feature depth before product breadth; verticalize before you horizontalize > your free tier should generate data, not debt