Niraj @cybrogsrule

India’s gross domestic product (GDP) i is up 7.8% in Q1 FY2026. (Apr-Jun 2025) .  The last years number was at 6.5%. RBI forecast for Q1 was at 6.5%. This is a huge outperformance to start the year. Nominal GDP grew at 8.8% which is a reflection of the low inflation . The perma…

With this GPT-5 release finally model fatigue will be gone. No more getting excited about marginally better model

Every few years, the world reminds us of our place. A threat here, a tariff there. But the message is the same: stay in your lane, India. Global powers will always bully us, unless we take our destiny in our own hands. And the only way to do that is if we collectively decide to…

GPUs can be bought or rented in an instant, but it takes decades to develop the talent. My estimate is that there are fewer than 100 AI scientists with the skills to train these state of the art models that currently reside in India. Think of these scientists as elite…

Ayush @ayushjha__

2 months ago

GPUs can be bought or rented in an instant, but it takes decades to develop the talent. My estimate is that there are fewer than 100 AI scientists with the skills to train these state of the art models that currently reside in India. Think of these scientists as elite…

122 127 2K 193K 288

Airtel × Perplexity: Why the “1% Conversion ~ 4M Paid Users” Narrative Might be Misleading Note : This analysis is written purely from a business perspective considering only Airtel user funnel, based on current market conditions There have been a lot of posts getting viral…

IREDA Q1 FY26 by CompoundingAI within mins of result release Sharing some glimpes, connect to explore how we can assist your workflow. (Link in comment) NPA surge dents profit, but QIP boosts strength, IREDA cleans up, de-risks, and gears up for growth.

keyboard_arrow_left Previous keyboard_arrow_right Next

Aditya Birla Money Limited Q1 FY 26 result analysis by CompoundingAI Discover how we can enhance your workflow. (link in comments) Margin Muscle Offsets Broking Pain Positives: -Margin Expansion Despite Revenue Decline: EBITDA grew 1.8% YoY despite a 5.6% drop in revenue,…

Asian Energy Services Ltd. with Kuiper Group (UAE) aquisition is quietly pulling off a capital-efficient expansions in India’s energy infra space. And even without that, they’re guiding 50%+ revenue and 75% PAT growth in FY26. Read the full story from link in comment.

Tools like Deep Search are good only for surface level or directional research. We just had a look at the report here and just randomly checked a single data point,that is,the expansion plan of Apollo Hospitals. Here is the result of data validation (We are attaching the filing…

keyboard_arrow_left Previous keyboard_arrow_right Next

Intrinsic Compounding @soicfinance

3 months ago

Tools like Deep Search are good only for surface level or directional research. We just had a look at the report here and just randomly checked a single data point,that is,the expansion plan of Apollo Hospitals. Here is the result of data validation (We are attaching the filing… https://t.co/sz1HavsXB5

45 50 386 43K 287

Download Image

After ~6 years of building these types of architectures (starting with BERT, eg see Baleen), I think calling these multi-agent systems is a distraction. This is just software. Happens to be AI software. It doesn’t seem so complicated once you internalize it’s just a program.

Anthropic @AnthropicAI

3 months ago

After ~6 years of building these types of architectures (starting with BERT, eg see Baleen), I think calling these multi-agent systems is a distraction. This is just software. Happens to be AI software. It doesn’t seem so complicated once you internalize it’s just a program. https://t.co/PLit8cBdaq

99 720 4K 1.8M 3K

Shipping products with 3-4 of your buddies in a small apartment where you stay and work together is one of life’s funnest experiences. Met a founder in this zone yesterday and had a huge nostalgic flashback to my own 2012-15 startup days! 😆

An entire generation of investors drawing lines on charts. Where is the fun in that? Fun is in understanding psychology which ultimately shows up in charts and in understanding businesses. That thing on the screen is just manifestation of fundamental things.

"The reason humans are so useful is not mainly their raw intelligence. It’s their ability to build up context, interrogate their own failures, and pick up small improvements and efficiencies as they practice a task." I argue that LLMs currently lack this fundamental capability

Dwarkesh Patel @dwarkesh_sp

3 months ago

"The reason humans are so useful is not mainly their raw intelligence. It’s their ability to build up context, interrogate their own failures, and pick up small improvements and efficiencies as they practice a task." I argue that LLMs currently lack this fundamental capability

85 89 1K 856K 745

Download Image

A case study on Perplexity’s claim : Financial Researcher/Analyst is now a prompt on Perplexity Labs Our query : "can you create a dashboard of related party transactions of Sterlite technologies and how they have evolved from FY 22 to FY25. What are the key subsidaries their…

keyboard_arrow_left Previous keyboard_arrow_right Next

Aravind Srinivas @AravSrinivas

3 months ago

A case study on Perplexity’s claim : Financial Researcher/Analyst is now a prompt on Perplexity Labs Our query : "can you create a dashboard of related party transactions of Sterlite technologies and how they have evolved from FY 22 to FY25. What are the key subsidaries their… https://t.co/cskYUIHMH8

110 419 4K 1.9M 5K

Download Video

The health indicator no one talks about = the strong desire to work and build things. Whether for the intrinsic love of the work, the rewards, or both. Yes we need sleep and (some need) recreation but drive is at least as important as any other metric.

Data Center Cost Breakdown – India General Cost Estimates: Setting up 1 MW of DC capacity costs between ₹50 Cr to ₹70 Cr in India. Alternate estimates: ₹55 Cr to ₹60 Cr. Techno Electric: Estimates $5M per MW, rising to $6M in high-cost areas like Mumbai. Marsons: Notes…

AI & Cloud Driving India’s Data Center Surge Core Drivers: AI, 5G rollout, and cloud adoption are fueling data center growth across India. Valiant Communications: Spending is rising due to generative AI and user storage needs. Techno Electric: Growth supported by public cloud,…

We asked our platform - Which are some interesting trends emerging in consumer goods products ? Some interesting things : -Split ACs are now 81% of the market (up from 27% in FY17). -Naturals-based shampoos are growing 2x faster than the hair care market. -Plant-based ethnic…

keyboard_arrow_left Previous keyboard_arrow_right Next

The company has issued a very clear and significantly negative guidance for FY26: "a possible dip in revenue by 20% and profits by 30%." This is attributed to geopolitical uncertainties, pricing pressure in its core US product portfolio, and increased R&D expenses This severe…

AIM Investments @AimInvestments

3 months ago

The company has issued a very clear and significantly negative guidance for FY26: "a possible dip in revenue by 20% and profits by 30%." This is attributed to geopolitical uncertainties, pricing pressure in its core US product portfolio, and increased R&D expenses This severe… https://t.co/9TxsjBpyfr

40 11 193 18K 16

Download Image

Steel Cast Limited wraps up a very successful year EBITDA margin at 31.67% in Q4 significantly surpassed the 22%+ guidance and continued the trend of outperformance seen in previous quarters of FY25 (Q1: 25.6%, Q2: 25.8%, Q3: 27.8%). Projected revenue growth of 25%+ in FY 26

keyboard_arrow_left Previous keyboard_arrow_right Next