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Arjun Gupta @ArjunGupta

J.D. Candidate at @uocommonlaw Canada Joined March 2008
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Arjun Gupta retweeted
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Elon Musk @elonmusk

a month ago

How to use Grok @Bot

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X Freeze @XFreeze

a month ago

SpaceXAI has built an entire Grok Bot Guides library showing how people are actually using AI agents as real teammates These are practical playbooks from people already running Grok Bot for: • Mobile app development • Product management • Design • Enterprise GTM • Managing

Arjun Gupta retweeted
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Brett Winton @wintonARK

a month ago

think about what you hear in early stage funding (for equity capital). Venture won't even listen to you unless you say AI. That is now pushing downstream into the public equity markets (which people will claim is just equity investors losing their heads per usual) but also into the debt markets, as chips and datacenters use debt financing to build out the infrastructure. Given the degree to which the market is compute starved the datacenter builders will still happily build at higher cost of financing (since their projects pencil so well), and the durability of the nvidia chip values means that so long as they're building nvidia they can collataralize debt against the chips, lowering cost of finance for even more balance-sheet tenuous operators. I would expect that you will see this cut against high yield at first. After all the debt finance has to come from somewhere, but high yield financing generally sloshes around to where the marginal opportunity lies (and high yield investors are expecting some of their credits spin sideways on roll risk and general business idiosyncrasies.) That compute will be presented and financed as a more stable more investment-grade-y asset class and so begin competing for funding against corporations and entities that aren't used to such a fierce level of competition is the surprising bit that I expect people aren't really dimensioning or anticipating. As the annual capital requirements for datacenter build outs scales into the trillions, that becomes meaningful relative to the size of total global corporate issuance. If AI infrastructure builders can tolerate a higher cost of funding because their projects underwrite better, where does that leave the incumbent stable businesses expecting to roll their credit at a more normal spread. Of course the base rate matters as well, if real GDP growth inflects as we anticipate (and you can already see the leading indicators that this is going to occur) that should naturally drive long rates higher (even as technological deflation keeps inflation in check.) Cross the two and very stable businesses that seemed to be chugging along fine could suddenly find themselves starved for inexpensive capital to a degree sufficient to destabilize their operating models. Be very wary of businesses that claim they can live outside of disruption; we are at a pivot point, and the world is turning.

Arjun Gupta retweeted
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Brett Winton @wintonARK

a month ago

a surprise I think is coming the quick payback periods and extraordinarily high IRR for AI infrastructure, even at monumental scale, will push up cost of capital sufficient to push many traditional businesses into the abyss, even those without obvious direct AI counter-exposure

Arjun Gupta retweeted
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Cathie Wood @CathieDWood

4 weeks ago

When I try and explain that tokens inferenced increased 25-fold in a year and are multiplying exponentially, cascading through the economy, and are likely to push real GDP growth per year toward double digit territory, many clients and companies simply do not comprehend.

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Elon Musk @elonmusk

4 weeks ago

The AI riptide is already underway

Arjun Gupta retweeted
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Garry Tan @garrytan

a month ago

"Steve Jobs walked by and said the font city names weren't bad, but 'at least call them world-class cities.' That's how Paoli and Wynwood became New York and Geneva."

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Y Combinator @ycombinator

a month ago

Before joining Apple as the Macintosh artist, @SusanKare was an art history PhD who barely knew anything about computers. She went on to design many of the icons, typefaces, and symbols that helped make the original Mac feel understandable and human, defining a visual language

Arjun Gupta retweeted
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Elon Musk @elonmusk

4 months ago

Interesting

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Satya Nadella @satyanadella

4 months ago

x.com/i/article/2065…

Arjun Gupta retweeted
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Satya Nadella @satyanadella

4 months ago

x.com/i/article/2065…

Arjun Gupta retweeted
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Paul Graham @paulg

4 months ago

If big companies can't make a net return on their LLM token costs, that doesn't mean it's impossible to. In fact this is exactly what you'd expect to happen with a new technology. Incumbents can't use it well, and are replaced by upstarts who can.

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Arjun Gupta @ArjunGupta

6 months ago

@3mendous Professor Mendes, just flagging a brief email from last week in case it was filtered. Thank you.

Arjun Gupta retweeted
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Zhikai Zhang @Zhikai273

7 months ago

🎾Introducing LATENT: Learning Athletic Humanoid Tennis Skills from Imperfect Human Motion Data Dynamic movements, agile whole-body coordination, and rapid reactions. A step toward athletic humanoid sports skills. Project: zzk273.github.io/LATENT/ Code: github.com/GalaxyGeneralR…

Arjun Gupta retweeted
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Zhikai Zhang @Zhikai273

7 months ago

We learn a latent action space from imperfect human motion data and train a high-level policy to sample from it for task accomplishment. We propose two novel designs that enable the high-level policy to effectively correct and compose the imperfect primitive skills in this space.

Arjun Gupta retweeted
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Peter H. Diamandis, MD @PeterDiamandis

11 months ago

800,000 layoffs in 2025. 10,000 in September alone tied to AI. Jobs are disappearing fast. But here’s the truth no one wants to say: It’s the start of a new gold rush... for those who learn how to build with the machines, not fight them.

Arjun Gupta retweeted
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Y Combinator @ycombinator

11 months ago

"If you want to do great work it's an advantage to be optimistic, even though that means you'll risk looking like a fool sometimes." Paul Graham on earnestness and doing great work:

Arjun Gupta retweeted
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Anita Anand @AnitaAnandMP

11 months ago

The Canadian Ditchley Foundation’s annual conference reminds us of the importance of hearing new ideas in addressing global challenges. I was pleased to contribute to the conference discussions by sharing my vision for Canada’s foreign policy.

Arjun Gupta retweeted
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Anita Anand @AnitaAnandMP

11 months ago

La conférence annuelle de la Canadian Ditchley Foundation nous rappelle l’importance d’entendre de nouvelles idées pour relever les défis mondiaux. J’ai eu le plaisir de contribuer aux discussions en partageant ma vision de la politique étrangère du Canada.

Arjun Gupta retweeted
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Jon Erlichman @JonErlichman

12 months ago

“The doers are the major thinkers.” ~ Steve Jobs

Arjun Gupta retweeted
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Jon Erlichman @JonErlichman

12 months ago

Jeff Bezos: focusing on customers helps small companies beat big ones.

Arjun Gupta retweeted
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Oriol Vinyals @OriolVinyalsML

a year ago

We already are. Just through a fairly narrow communication bottleneck.

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Lisan al Gaib @scaling01

a year ago

what if I told you that OpenAI, Google, Anthropic and xAI will all be working together in a few years

Arjun Gupta retweeted
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Aaron Levie @levie

a year ago

If you imagine every job function and workflow will have an AI Agent counterpart to automate work, it’s clear we’re in the earliest stages of the AI wave. Every vertical and line of business represents a new market category and brand new TAM that didn’t exist before.

Arjun Gupta retweeted
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FT Technology News @fttechnews

a year ago

China proposes global body to advance artificial intelligence on.ft.com/4f8KixB

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