Davinder C. Singh @davindercsingh

LP investor (PE/VC/RE). Bio AI, Drones, Logistics, Infrastructure, and Cybersec. Graduated Imperial College London Maths. Tech Founder. Per Aspera Ad Astra. Palo Alto, CA Joined April 2014

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First Contact Newsletter e/acc(W) @1stContactNews

14 hours ago

Looks like the IMF is waking up to the new reality

Mario Nawfal @MarioNawfal

16 hours ago

Looks like the IMF is waking up to the new reality

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a senior engineer at google just dropped a 400-page free book on docs for review: agentic design patterns. the table of contents looks like everything you need to know about agents + code: > advanced prompt techniques > multi-agent patterns > tool use and MCP > you name it

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Davinder C. Singh @davindercsingh

4 days ago

science.org/doi/10.1126/sc…

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Davinder C. Singh @davindercsingh

4 days ago

Nice action on Assembloids.

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unusual_whales @unusual_whales

a week ago

BREAKING: Nvidia, $NVDA, says: Any government demand for a revenue share might result in legal action.

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Davinder C. Singh @davindercsingh

2 weeks ago

Liquidity lasts forever or only as long the money printer goes brrr... let's see the hard money buy up the soft money, or see the ultimate exit route. Long live the Kingdom and long live those who step in IF the Kingdom fails to grasp the offer. The Kingdom will be prescient 🤞

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Davinder C. Singh @davindercsingh

2 weeks ago

Dark factories are a thing...

Louis T. Getterman IV — e/acc @ltgiv

2 weeks ago

Dark factories are a thing...

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Davinder C. Singh @davindercsingh

2 weeks ago

Intel is getting crushed...

First Squawk @FirstSquawk

2 weeks ago

Intel is getting crushed...

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Davinder C. Singh @davindercsingh

2 weeks ago

If Hyperscalers don't deliver these cashflows, things aren't going to be pretty...

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Davinder C. Singh @davindercsingh

3 weeks ago

Everything follows from the end of Dennard Scaling...

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Davinder C. Singh @davindercsingh

3 weeks ago

Knight Knight

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Davinder C. Singh @davindercsingh

3 weeks ago

Northern Virginia has 13% of all datacentres globally (25% of all US datacentres). These datacentres are just outside of Washington DC, where their government clients are.

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Nicholas Fabiano, MD @NTFabiano

4 weeks ago

Creatine + guanidinoacetic acid raises muscle & brain creatine significantly more than creatine alone.

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Davinder C. Singh @davindercsingh

a month ago

belfercenter.org/critical-emerg…

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Jukan @Jukanlosreve

a month ago

Morgan Stanley's Detailed Analysis of the TSMC CoWoS Capacity Battle: NVIDIA Secures 60%, Cloud AI Chip Market to Surge 40-50% by 2026 According to a recent research report from Morgan Stanley, a detailed forecast has been released regarding the allocation of CoWoS capacity…

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Long Equity @long_equity

2 years ago

Here's my 1-page summary of the semiconductor ecosystem ⬇️⬇️⬇️ Covering: - design software $CDNS $SNPS - equipment $ASML $LRCX $KLAC - designers $NVDIA $AMD - manufacturers $TSMC $TXN $MU Which part of the supply chain do you invest in? More here: longeq.com/mental-models

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Lulu Cheng Meservey @lulumeservey

a month ago

How to Win the AI Talent War The talent war is justified and rational. But recruits are turning down 8- or 9-figure offers. So how do you win? In Civ VI terms, the win condition is not a Domination Victory but a Religious Victory: You win by converting others to your vision of…

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Elon Musk @elonmusk

a month ago

💯

Grummz @Grummz

a month ago

💯

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Menthor Q @MenthorQpro

2 months ago

Gold Volatility looks very low. Both Implied, HV and IV rank are very low. When IV is low compared to HV and IV Rank is below 25%, options are relatively cheap. Buying options to benefit from any expansion in realized volatility could make sense. Option Q-Score below.