shubham vyas (@_profvyas) header
shubham vyas (@_profvyas) profile picture

unhinged optimist; founder @filflo_in

Delhi, India
Joined January 2010
Added India to this chart
China reduced extreme poverty fast. But Indonesia has not been far behind.
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All of the Indian ceos including Sundar Pichai, Satya Nadella, Aravind Krishna. Even the ones at home Ratan Tata, Mukesh Ambani, Gatam Adani, Kumar Birla, Sunil Mittal Never a single whiff
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shubham vyas retweeted
Two things I’ve been thinking about regarding AI: • People often highlight the risks involved in AI, which are surely very real. I’m struck, however, by how hard it is to understand the contours of the positive scenario. There are easy-to-perceive and frequently invoked elements of a positive vision — more diseases cured, more material abundance, etc. — which sound great, but these are by themselves just ingredients. I’m curious what the larger equilibrium is supposed to look like. Do people work? If so, why? What is their marginal contribution? If not, how are resources allocated? What is scarce? What is the ratio between humans and AIs? Are humans in control, whatever that means? One sometimes hears the Culture novels invoked as one scenario, but I’m not sure they depict a desirable outcome. (AI runs everything and humans compete in games? Iain Banks himself said that the humans in the Culture are “somewhere between passengers, pets and parasites.”) There is Richard Brautigan’s famous poem, but do we want to be “returned to our mammal brothers and sisters”? (Isn’t that rewinding Genesis?) We could say that it was hard to imagine the world of 1900 from the vantage point of 1700, and that’s assuredly true. But nobody in 1700 was trying to recast humanity itself within a couple of years — things necessarily unfolded slowly and by increments, and therefore with the possibility for error correction. Given how rapid the rate of progress in AI may be, it feels strange for the upside case to be so opaque. • There is increasing discussion of whether AIs are conscious or how we would know whether they are, with conclusions there often assumed to be relevant to matters of moral worth. At first blush, this seems a rather arcane, benign, or even absurd issue. (Remember the response to Blake Lemoine’s fears.) Setting aside the terms of the debate itself, or the relevant demarcation criteria, it seems to me a quite high-stakes question, for an affirmative answer — that is, granting moral worth to AIs — would presumably mean that the aggregate worth of AIs would soon outweigh that of humans in any utilitarian calculus. The AIs will be exceptionally wise and intelligent, and vastly more numerous (especially once one considers the imminent future and the AIs not yet born). As such, even epsilon of moral worth will multiply to a lot once one considers the quadrillions that could soon exist. (This is effectively a distributed version of the Nozick’s utility monster.) If this conclusion is unpalatable, I think one of three propositions needs to be rejected: the premise AIs can have moral worth; utilitarianism itself; or the belief that there is even a possibility that they will be far more numerous than humans. With both of these matters (contours of future society; AI moral worth), there is the possibility of dramatic change. Today, people argue about datacenters. I’m curious how popular support for AI will evolve as more people come to understand these medium-term questions and the relevant stakes. What is the vision for AI that most people would be excited about?
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The market is pricing in the possibility of a pause AI democrat taking the seat in 2029
Global tech sell off wipes out USD2.5trillion in a day - the largest single-day market cap wipe-out in human history (readers may check this). Whatever its short-term pain, this is healthy creative destruction. Some of us have lived through Asian Crisis, dot-com bust, GFC and so on. My sense is that this one will be more contained in particular segments (at least, hope so) - but it is a reminder to policymakers around the world that one must always retain the discipline of macro-stability. As the tide goes out, we will find out who was swimming naked.
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Grokking /ˈɡrɒkɪŋ/ (GROK-ing, rhymes with "rocking") Definition: Understanding something so completely and intuitively that it becomes part of you. In machine learning, it's when a model suddenly generalizes long after memorizing its training data.
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Pronto, very well named
🚨Scoop: Pronto founder Anjali Sardana has set up a new venture in the US Provision Labs will operate in the physical AI space - and will focus on collecting data to train, test AI systems designed to perform real-world tasks using robots and other machines @ETtech
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Every major technology wave has been overbuilt. Canals in 1790s Britain. Canal Mania funded far more waterways than traffic could support. Railways in the 1840s and 1870s. Investors were wiped out in Britain and the US.
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When compute becomes nearly free, a new set of companies will be built on top of it. Think agents that run back-office work 24/7, software built custom for every business, simulation-driven science, and robots trained in simulation. Let alone, the power grid buildout.
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The question isn't whether AI is overbuilt. It's what you'll build when intelligence is cheap.
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Instamart is just a glorified d2c brand
🚨 One in every 10 Instamart baskets now has a Noice product. And customers buying NOICE order 1.5x more frequently with higher retention than the platform average. Now Instamart is doubling down on its clean-food private brand. Noice plans to double its network of 75 food entrepreneurs, expand to 500+ products and enter categories including spices, staples, cereals and dairy alternatives. It is also offering financing of up to ₹5 crore each to help expand capacity and upgrade quality. The bigger play: building a differentiated assortment that can give customers another reason to keep coming back to Instamart. Read our deep dive into Noice and Instamart’s private-brand strategy: thearcweb.com/article/swiggy…
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to be completely fair, calling it artificial is not doing it justice
President Trump is considering a new name for AI.
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shubham vyas retweeted
India surpassed US to become second largest solar growth market in 2025: 🇮🇳 🌞⚡️🇺🇸 Solar Capacity Addition (GW) 2021: 🇮🇳 India 10.3 | 🇺🇸 US 19.0 2022: 🇮🇳 India 13.5 | 🇺🇸 US 18.1 2023: 🇮🇳 India 9.6 | 🇺🇸 US 27.1 2024: 🇮🇳 India 25.4 | 🇺🇸 US 37.7 2025: 🇮🇳 India 37.0 | 🇺🇸 US 34.0 (IRENA)
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the ultimate vessel that contains business applications of AI is *SaaS*
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to do the same task fable 5.1 emits 60k tokens, where as astra emits only 4x
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