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Mar 16
codexの契約終わったので、2週間2倍らしいClaude CodePlus契約した。2倍にもかかわらずcodexに比べて時間制限が早い。Sonetだけ使用した感じでもcodexの1/3か、もっと少ない感じする。1週間制限はやや少ないくらいかな やっぱりClaudeの方が賢い感じするけど、思考時間がかなり長い
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🚨 TCS ANALYST DAY: The $1.5B AI Bet That Could Redefine Tech Services TCS just laid out the most ambitious transformation in its history—aspiring to become "the world's largest AI-led technology services company." Here's why this matters: THE NUMBERS 💰 • AI Services: $1.5B annualized revenue ( 16.3% QoQ) • ~5,000 AI engagements, 85% of major clients using AI • Core business rock solid: 25.2% EBIT, 51.2% ROE (vs 23.6% peer avg) • $6.3B investible surplus to fund transformation THE STRATEGY 🎯 TCS is going full-stack—from chips to agents: Infrastructure Layer: Building 1GW AI data centers (TPG JV), TCS SovereignCloud, semiconductor solutions Intelligence Layer: Domain-tuned models, AI platforms (Ignio, CodePlus), autonomous agents across 15 industries They're not just selling AI services—they're owning the entire value chain. THE EXECUTION 🔨 • 180K employees with higher-order AI skills (580K AI-aware) • "Service Autonomy Model" moving clients from AI tools → supervised agents → autonomous systems • Aggressive M&A in Salesforce ecosystem targeting top 5 global position • 360° partnerships: Hyperscalers AI natives Enterprise software CUSTOMER PROOF POINTS ✅ • 94.8% satisfaction (#1 for 12 consecutive years) • Large aerospace OEM CIO: "TCS is the sole partner who worked in their own backyard and showed us the savings" • AI growing fastest in Energy (109.7% QoQ), Tech (42.2%), Manufacturing (35.3%) THE BULL CASE 🚀 If TCS executes, they're building a moat that's hard to replicate: talent at scale (281K in world's largest AI hackathon), full-stack infrastructure, and deep domain expertise across industries. The 26-28% margin target while scaling AI suggests massive operating leverage. THE RISKS ⚠️ Execution complexity is massive: 1GW data center buildout, integrating multiple acquisitions, retraining 600K employees, competing with hyperscalers AND AI-native startups. One misstep and margins compress fast. BOTTOM LINE: This isn't incremental—TCS is rewiring its entire business model for the AI era. With robust cash generation and clear strategy, they have the resources to lead. But the ambitious "Infrastructure to Intelligence" play requires flawless execution. Market cap implications could be significant if they pull this off. 📊 #TCS #AI #TechServices #InvestorInsight
Kaynes Tech concall key point that everyone missed: "Railway used to be 30% of our business. Now it's BACK with Kavach approval orders" Plus: → Already shipping India's 1st OSAT semiconductors → Infineon/L&T contracts WON → Aerospace OEM orders ramping Market's obsessing over 1 accounting note. I'm watching ₹10,000cr TAM plays. Smart meter revenue DECLINING as % (intentional). Core EMS doing 50% growth. The dip = opportunity? 🤔 Disclaimer : Not holding just sharing my thought
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8 Sep 2025
Uncensored LLM on MacOS 🚀 OpenAI 20b abliterated 1️⃣ Download model (link in 🧵) OpenAi-GPT-oss-20b-abliterated-uncensored-NEO-Imatrix-gguf 2️⃣ brew install llama.cpp 3️⃣ llama-server -hf OpenAI-20B-NEO-CODEPlus-Uncensored-IQ4_NL.gguf \ --ctx-size 0 --jinja -ub 2048 -b 2048 -ngl 99 -fa ⚡ Example: generate an XSS PoC
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زيد عليهن شغلها القديم بشركة بتدير معلومات بأميركا غير انو هيي لا صحفية و لا محامية و لا معينينها بشي مركز بأمريكا يعني قديشها فاشلة @MorganOrtagus we have to know the truth about this stolen information @nadinebarakatlb from the CodePlus company owned by Jinan Abou chakra?
Replying to @jpsamaha
هذا الاسبوع
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Packed house yesterday for @TYColaisteBride graduation. A fantastic year for the students. So much to celebrate from Gaisce awards, to CodePlus, Bridge @AccessTCD @ASFColBride @cbstcouncil @MusicDeptCB student talents, skills, work experiences, achievements, rising stars & more👩‍🎓
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21 May 2025
Will The FBI and CIA Investigate Codeplus Inc for Hiding Documents with Highly Sensitive Information Related to Terrorism, Weaponry and Drug Dealings, Money Laundry and Corruption, Which Could Threaten National Security in the USA? insidetelecom.com/will-the-f…
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14 Mar 2025
FULL stack developer challenge DAY 61 & 62 - COMPLETED CodePlus project It's a leetcode clone Full stack project Tech stack turborepo, Nextjs prisma postgresql - solving issues for 8 hrs but failed to find while deploying on vercel
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9 Mar 2025
📌Full stack developer challenge DAY 57 - Created 3 frontend pages, problem list,problem, submission page of project CodePlus - thinking about starting to revise the cohort 2 #100xdevs #letsconnect #100daysofcoding #buildinpublic #LearnInPublic #CodingJourney
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8 Mar 2025
#DAY 57 > CREATED problem list page of frontend part > Fix errors in backend Of project CodePlus >Revise java oops concepts #LearnInPublic #buildinpublic
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Many thanks, Google for a super visit & all our nationwide CodePlus students for coming along 😀Thanks especially @dominicangalway & @Colaiste_Einde for making the long trip from Galway!
Students from Dominican College, Taylor’s Hill and @Colaiste_Einde visited @Googleorg Dublin as part of #IWD25 celebrations and Google’s Mind the Gap initiative. Organised by @edtechne at @uniofgalway, the event hosted 300 students from @CodePlusIRL's TY programme.
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8 Mar 2025
#DAY56 > CREATING frontend of CodePlus project, it is a leetcode clone Full stack project > Give cognizant technical round #buildinpublic #100daysofcoding
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6 Mar 2025
#day55 > Building CodePlus project Tech stack turbo,Nextjs Fixing backend code > Give cognizant apti round #buildinpublic #LearnInPublic #100daysofcoding #100xdevs
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5 Mar 2025
#day54 > Switch from Nextjs to turbo repo so add some new backend file in "CodePlus" project New project dropping soon.... #buildinpublic gn at 5 am
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5 Mar 2025
Learn new concept judge0 online code editor which I will use in my new project CodePlus
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5 Mar 2025
#day52 & #day53 > Learn testing in MERN stack ,unit testing and integration testing > Started kubernetes #part1 > Building CodePlus project Done with backend part #LearnInPublic #buildinPublic
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1 Mar 2025
Full stack developer challenge DAY 50/75 - learn auto scalling groups, indexing, load balancer - building a new project "CodePlus"
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Replying to @ankakusu86
Abla en azından bununla başlamışsın. En yakın kitap buymuş. Sen bir de Codeplus gör ajdjdjd 😅 Ama yine de amin ajsjsjs
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Codeplus sonrası kendime şöyle bir hediye aldım… Mart ayında B2 sınavlarım var ahshshs. Umarım yeni kitap Türkiye’de ki test kitaplarım gibi işe yarar 🫠.
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Our TY girls received Certificates after completing a 3 day coding workshop called Codeplus🫶to facilitator Sally McHugh @Fordofthekings. The workshop was funded by Science Foundation Ireland and delivered by UG @CodeplusIRL @UniOfGalway @scienceirel
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