#Tech #Policy #Semiconductors #AI #Robotics | Ex GE, Teradyne, Harvard Kennedy, Stanford, INSEAD, BITS Pilani | Tweets my own |
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“All the gods, all the heavens, all the hells are within you.” - Joseph Campbell
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Rohit Girdhar retweeted
Strategy has always depended on two things: analysis and judgment.
AI is accelerating the first. The opportunity is creating more space for the second. mck.co/4jF27c7
ALT Diagram showing AI accelerates scanning and analysis, but human judgment bottlenecks decision and execution phases in strategic processes.
Rohit Girdhar retweeted
The more capable AI becomes, the more valuable human connection may be.
Stanford psychologist @zakijam shares why empathy, trust, and psychological safety aren't soft skills in the AI era. They're increasingly central to innovation and long-term value. mck.co/4Bzzun9
Elon's take on availability of debt to companies in the AI infra buildout
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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Brilliant conversation on all the important issues around AI
Goldman's former #1 chip analyst Jim Covello says nearly all of AI's money is flowing to the chipmakers - and that's "completely unsustainable"
"Right now, enterprises collectively are not making or saving money on their AI implementations.
And to me, everything flows from there"
Asked how anyone can forecast AI when "we just don't know how it's going to evolve"
Goldman's head of global equity research - answered with a method, not a vibe:
> Free Users Don't Pay (2:38):
- "95% of consumers are using a free version of AI" - so the infrastructure won't be paid for on the consumer side. It has to come from profitable enterprise adoption.
> Completely Unsustainable (3:56):
- "All of the economic value is accrued to the semiconductor companies" - "great for now," but "completely unsustainable unless... the enterprises start to make or save money implementing AI."
> Six Trillion More (8:00):
- Goldman's own team estimates "another six trillion dollars" of spend by the end of 2030. "We're not talking about billions, we're talking about trillion."
> The Market Flipped (8:40):
- Every capex hike used to get rewarded. "Over the last quarter or so you've really seen a significant shift."
> The Bad Kind Of Circular (11:49):
- A chip discount is fine. But if a customer can't invest without its supplier's money, "I don't think that's the sign of a very healthy supply chain."
He forecasts from who is actually making money, "as opposed to just sort of blind belief."
I ran every big AI CRASH CALL call through the same kind of test - what each caller sells, and who was right ↓
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Only the US and China have GDPs larger than this number of USD 10Trn. Some context to grasp how big this is
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BYD is beating Tesla in #Europe despite being slapped with 27% import tariffs, while Tesla sells its top seller, the Model Y, tariff free. That gives Tesla a substantial price advantage. Yet BYD, across a much broader model lineup, still beats Tesla in volume
Rohit Girdhar retweeted
This summer was the summer of truth.
The past months were the hottest on record. But they also may be the coolest for the years to come.
Europe remains firmly on course.
Driving both emissions and energy prices down, for a sustainable future ↓ teapawt.net/i/broadcasts/1NGaroXrn…
Rohit Girdhar retweeted
Deep tech ecosystems are built at the intersection of capital, policy, research, talent and demand.
@Rudra_81, Vice President and Head of Initiative at @GIS_Impact, an @orfonline–Raisina Initiative, joined the panel on “Building the Deep-Tech Innovation Ecosystem in India,” alongside @rohitgird, Shubha Sudheer, Arjun Rao, Lakshmi Vaidyanathan, and Shruti Sagar.
Grateful to @Infineon for hosting OktoberTech in India and for inviting GIS into the conversation, it was great to be part of a valuable conversation on what it takes to build the conditions for deep-tech innovation to move from ideas to impact.
#DeepTech #OktoberTech #GlobalInnovationSquare
Rohit Girdhar retweeted
The age of AI demands a new model of govt, with a stronger centre driving technological transformation across the state.
Leaders can seize the opportunity to deliver a better future for their country if they meet this moment and make bold transformations.
Rohit Girdhar retweeted
Addressing the inaugural session of #SemiconIndia2026 in the presence of Hon’ble PM Shri Narendra Modi, Mr. Jochen Hanebeck, CEO, @Infineon , highlighted that the recently launched NIELIT-Infineon CoE on #Semiconductor Manufacturing will empower the next generation of #engineers
Rohit Girdhar retweeted
"SEMICON India 2026 showcases India’s progress in the semiconductor sector, bringing together talent, technology, partnerships, and ideas that will shape the future of the industry" ~ Shri Jochen Hanebeck, CEO Infineon
📌SEMICON India 2026
📍 Yashobhoomi (IICC), New Delhi
#SEMICONIndia2026 #viksitbharat #atmanirbharbharat
Privileged to have Shri @JitinPrasada ji open the NIELIT Infineon CoE on Semiconductor Manufacturing this week. Grateful to Shri @AshwiniVaishnaw ji S. Krishnan ji @GoI_MeitY Shri Amitesh Sinha ji @SemiconIndia and Ms @NehaKumariIAS ji for their support in making this a reality @GermanAmbIndia @Infineon
Rohit Girdhar retweeted
Really enjoyed this discussion on moving 🇮🇳’s deep tech ecosystem at @Infineon’s tech fest in Bengaluru.
Deep tech does not scale on capital or technology alone. It needs a Deep Tech Ecology—where policy, research, capital, talent, and demand come together to move ideas from development to adoption and scale.
At Infineon's OktoberTech, @Rudra_81, Vice President and Head of Initiative, @GIS_Impact, joined a panel on building India’s deep-tech innovation ecosystem, exploring what is needed for this ecology to work.
Here are a few glimpses from the session!
#DeepTech #OktoberTech #GlobalInnovationSquare
Rohit Girdhar retweeted
Inaugurated the NIELIT–Infineon Centre of Excellence on Semiconductor Manufacturing along with The CEO of Infineon Technologies is Jochen Hanebeck.
India's semiconductor ambitions require skilled talent, industry collaboration, and practical learning opportunities.
This Centre of Excellence will contribute to developing a future-ready workforce and empowering our youth to participate in India's growing semiconductor ecosystem.
@Infineon @GermanyinIndia @NIELITIndia @GoI_MeitY @SemiconIndia
