Pankaj Kedia @PankajKedia
All-in-AI (as https://t.co/lgyJwRVKql 🚀🚀🚀) | 2468 Ventures | AI Investor, Advisor, Speaker, Faculty | xBCG, xQCOM, xINTC | Global AI150 | Lifetime AI Innovation Award | linktr.ee/pankajkedia/ La Jolla, CA. Joined March 2008-
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Pankaj Kedia retweeted
These are 5 AI investment themes we're betting on for the next 12-18 months. We're focused on the foundational challenges that will unlock the next wave of AI applications. 🧠 Theme #1: Persistent Memory The biggest unsolved problem in AI. Current solutions (vector DBs, RAG,…
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Pankaj Kedia retweeted
Altimeter Partner @apoorv03 joined @MollySOShea on the Sourcery podcast to discuss: - OpenAI’s growth - AI Supercycle Mirrors Past Technology Shifts - “Speed Is the Only Moat” - Power Law of VC - XBOW & the Future of Cybersecurity - Palantir Culture → Forward Deployed…
Pankaj Kedia retweeted
🚨NEW EPISODE with Tom Lee @fundstrat: -start of a new 10 year bull market -why demographics drive that -too much concern about inflation -BUT Fed independence is critical -what to watch for a mkt top - not flashing yet -crypto ep drops tomorrow Watch: youtu.be/3HbKr4A3IX8?fe…
Pankaj Kedia retweeted
Congratulations to Benchmark portfolio companies Clickhouse, Cursor, HeyGen, LangChain, Legora, and Mercor for being featured on Madrona's IA 40. Benchmark led the Seed or Series A for 5 of these 6 companies. We believe there's going to be tremendous value created by AI apps.
Pankaj Kedia retweeted
BoA raised NVDA PT to $235 from $220: FY26/27/28 pro-forma EPS estimates by 6%/7%/11% to $4.45/$6.26/$8.03, respectively. "Our forecasts assume annual revenue growth of $30–35% over 2025–27, and considering NVIDIA’s cited “industry 50% growth,” we estimate EPS power of over…
BoA raised NVDA PT to $235 from $220: FY26/27/28 pro-forma EPS estimates by 6%/7%/11% to $4.45/$6.26/$8.03, respectively. "Our forecasts assume annual revenue growth of $30–35% over 2025–27, and considering NVIDIA’s cited “industry 50% growth,” we estimate EPS power of over… https://t.co/UTHLDrg7Fm
Pankaj Kedia retweeted
Sriram is spot on. Here’s our initial draft of what the entire American AI stack might look like. 🇺🇸
Sriram is spot on. Here’s our initial draft of what the entire American AI stack might look like. 🇺🇸 https://t.co/Sh7x88LVBk
Pankaj Kedia retweeted
WALL STREET COMMENTS ON NVIDIA EARNINGS $NVDA - CANTOR FITZGERALD ($240 PT, BUY) --- "While the October revenue guide of $54.0B beat consensus of $52.6B, the buyside was hoping for ~$1B more, causing a modest sell-off overnight. As for our view, rise up tomorrow morning, smile…
Pankaj Kedia retweeted
$NVDA new price target upgrades
Pankaj Kedia retweeted
San Francisco is back on the map in a big way. This year, we’re projected to welcome 23.5 million visitors, with spending reaching $9.35 billion. Tourism and conventions are on the rise again, bringing new energy to our streets, restaurants, and cultural attractions.
Pankaj Kedia retweeted
The next time you want to give up, think of this:
Pankaj Kedia retweeted
$NVDA SEGMENT GROWTH (UPDATED) FY2026 Q2 Earnings Data Center: +56.4% YoY Gaming: +48.9% YoY [Prev. 42.2%] Professional Visualization: +32.4% YoY Automotive: +69.4% YoY OEM & Other: +96.6% YoY Total Revenue: +55.5% YoY
Pankaj Kedia retweeted
Most private companies valued over $1B 1 United States🇺🇸 793 2 China🇨🇳 284 3 India🇮🇳 88 4 UK🇬🇧 64 5 Germany🇩🇪 40 6 France🇫🇷 30 7 Canada🇨🇦 30 8 Singapore🇸🇬 22 9 Israel🇮🇱 22 10 South Korea🇰🇷 21 11 Brazil🇧🇷 20 12 Japan🇯🇵 16 13 Hong Kong🇭🇰 12 14 Australia🇦🇺 12 15 Mexico🇲🇽 10
Pankaj Kedia retweeted
Taylor Swift and Travis Kelce are engaged! How he proposed, see the ring: bit.ly/3JEJvZH
Pankaj Kedia retweeted
Tom Lee just said he thinks Ethereum $ETH could hit $5,500 in the near term and end the year at $10,000-$12,000
Pankaj Kedia retweeted
Engineering is art
Pankaj Kedia retweeted
Great work by the SpaceX team!!
Pankaj Kedia retweeted
American Dynamism 🇺🇸🐣🚀
Pankaj Kedia retweeted
Healthcare AI is the most underrated story: adoption is outpacing other “early adopter” industries, it leapfrogs systems that couldn’t realistically be upgraded, and it’s not about squeezing costs — it’s tackling the shortage of people that’s already blocking access to care
Pankaj Kedia retweeted
Years of life advice distilled into one tweet:
Pankaj Kedia retweeted
Co-founder and CEO of Stripe’s advice to ambitious people:
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