Renjit Philip πŸ”­πŸ’‘ (@renjitphilip) 's Twitter Profile
Renjit Philip πŸ”­πŸ’‘

@renjitphilip

I post about: Insurtech, Fintech, AI & Web3 | ex-Startup Founder turned Startup Yoda |Pod host @fs_brew| Newsletter on AI: onemorethinginai.com

ID: 196691432

linkhttps://linktr.ee/futureustrategygroup calendar_today29-09-2010 17:56:53

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Google owns the internet. But it's still not won the AI race. Cloudflare just released their 2025 Internet Year in Review. The contradiction is striking. Google dominates everything: β†’ # 1 internet service globally β†’ # 1 search engine β†’ # 1 browser (Chrome) β†’ # 1 verified

Google owns the internet. But it's still not won the AI race.

Cloudflare just released their 2025 Internet Year in Review.

The contradiction is striking.

Google dominates everything: β†’ # 1 internet service globally β†’ # 1 search engine β†’ # 1 browser (Chrome) β†’ # 1 verified
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Ok so ChatGPT used Sora to make me this holiday video. Apparently I think that a neon pink β€œHustle” sign is cringey. Also according to ChatGPT, I have been naughty this year! I have no clue what to make of this!

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This week's newsletter drops soon πŸ”” The hardware war in AI is shifting to a software battle. #Google and #Meta are teaming up to challenge NVIDIA's dominance. Their weapon? Making TPUs easier to use with PyTorch. Also covered: β†’ Anthropic's massive bet on Google TPUs (up to

This week's newsletter drops soon πŸ””

The hardware war in AI is shifting to a software battle.

#Google and #Meta are teaming up to challenge NVIDIA's dominance. Their weapon? Making TPUs easier to use with PyTorch.

Also covered:

β†’ Anthropic's massive bet on Google TPUs (up to
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The AI chip war just shifted from hardware to software. Google and Meta are quietly building a NVIDIA alternative. Anthropic just bet $10B+ on it working. Here's what's actually happening 🧡 1/ NVIDIA doesn't dominate because of faster chips. The real moat is CUDA software

The AI chip war just shifted from hardware to software.

Google and Meta are quietly building a NVIDIA alternative. Anthropic just bet $10B+ on it working.
Here's what's actually happening 🧡

1/

NVIDIA doesn't dominate because of faster chips. The real moat is CUDA software
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So you are a decision maker at a wealth management firm... Let us say, you pay your analysts $60-120K annually. They spend 40-50% of their time on manual data gathering. Reading earnings transcripts. Pulling financials. Searching for news updates. Formatting everything into

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Our analyst told us the truth: "I spent 4 hours yesterday just reading one 10-K. I'm behind on three filings and it's only Wednesday. I found a critical risk factor on page 143. After I sent the memo." We knew the pattern: Download the 10-K. Open a 247-page PDF. Hunt for debt

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Google owns the internet. But they're #4 in AI. ChatGPT leads. Claude is second. Perplexity is third. Cloudflare's 2025 data reveals the contradiction: Infrastructure dominance β‰  AI mindshare. Can distribution catch up to innovation? The next 12 months will tell us. #google #ai

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Nvidia paid $20B for a company worth $7B. Here's what everyone's missing πŸ‘‡ Groq makes chips that RUN AI, not build it. Think: every ChatGPT answer, every autocomplete, every Siri response. That's happening BILLIONS of times daily. Each one costs money. Groq's chips? Do it

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Latest edition is subscriber-only but packed with value πŸ”₯ Breaking down Benedict Evans' state of AI presentation. 25 years of tech analysis distilled into one deck. Bonus: Summary presentation included with clean visuals. NVIDIA's Groq move is fascinating. Not a standard

Latest edition is subscriber-only but packed with value πŸ”₯

Breaking down Benedict Evans' state of AI presentation. 25 years of tech analysis distilled into one deck. 

Bonus: Summary presentation included with clean visuals.

NVIDIA's Groq move is fascinating. Not a standard
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GPUs vs TPUs: Why Your AI Infrastructure Choice Actually Matters Most businesses picking AI infrastructure focus on price. The architecture matters more. GPUs were built for graphics. Thousands of cores process pixels in parallel. For AI, this means splitting work across all

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As usual, Alex Hormozi gets it! Entrepreneurs hire cheap to save money. Then spend months fixing what broke. I find this sometimes with the entrepreneurs that I work with. The budget developer takes twelve weeks to build what a skilled person finishes in three. The founder

As usual, <a href="/AlexHormozi/">Alex Hormozi</a> gets it! Entrepreneurs hire cheap to save money.

Then spend months fixing what broke. I find this sometimes with the entrepreneurs that I work with. 

The budget developer takes twelve weeks to build what a skilled person finishes in three. The founder
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Stop waiting for humans to teach AI πŸ›‘ Meta just dropped Self-play SWE-RL and it's wild 🀯 One AI model plays BOTH roles: βœ… Creates bugs βœ… Fixes bugs βœ… Teaches itself No human help needed. Beat everything by 10+ points. This is how AI learns faster than we can teach it. The