To train a GPT class 1T model from scratch - including failed runs, data acq clean rlhf, post-training, team/people will likely req $250M of compute on an aggressive 3-4mo schedule (i.e. more reserved GPUs), $500-600M all-in IF you do a dense one. MoE fp8 will cut costs by 1/10th depending on how many active params you have. If you want SOTA however, the budgets go significantly higher on test-time compute, post-training RL, and data/synthetic generations..and v. high on talent. Maybe $2-4B all-in. After that comes serving the model. The talent is key to get to SOTA/beat it - and then you have to ensure this is useful enough to have inference vol over time - for which the capital will come if there is usage / TAM. So this is not as much about raising $50-60B, or raising it all at once as the OP says - we are investors in mistral, sarvam, reflection and anthropic - and they all scaled capital over time as models got adoption, but the early bottleneck is more on talent GPUs at that scale where you can do interesting things.

data centres are draining bengaluru’s ground water. right now there are 31 data centres in bengaluru. data centres consume roughly 20 million litres of water EVERYDAY. where will that water come from because bengaluru has no river and is entirely dependent on groundwater. more data centres are planned and upcoming. our country will not survive this. the planet will not survive this. we will not survive this.

The drop in nitrogen fertilizer prices has now extended into Asia. India has received offers for its latest urea tender at an average price of $530 per tonne, down ~44% from $947 per tonne in April.

BREAKING: Jim Cramer says that SpaceX could soar to unsustainable levels after its debut

Just discovered that I've let 500,000 miles expire on one of my frequent flier accounts. Totally gutted.

AUM of 12000 cr in June 2023 to an AUM of 2500 cr in May 2026 is the real Sankatkaal sir. Saurabh Mukherjea says we are in Sankatkaal but his PMS clients have been in Sankatkaal ever since they gave their money into the hands of Marcellus Investment Managers. His main Scheme Consistent Compounders Portfolio benchmarked against Nifty 50 fell short of even Nifty 50 returns over 1 year, 2 years, 3 years, 5 years, and since Inception. So are his other schemes. His client base fell from 7000 clients to 2133 clients in last 30 odd months. AUM fell from a massive 10000 cr to 2515 cr in the last 30 months. Marcellus has seen negative net flows every month. He is an amazing salesman but clients have seen through his inability to generate returns. Our Media houses dont question him because they need each other to scratch each other’s back. Its a shame. Retail Investors must be extremely careful when we have such a scary ecosystem built by incapable fund managers and media houses.

Correction here. There's no $200/mo plan for enterprises. Enterprises are all on token based usage. Have some imagination and you can think of a scenario where TCS has their employees use Sonnet 4.5 level model and get majority of what they already do done with far higher quality, fraction of the price.

20% $ Return for NRIs. Source = Alphaideas.in

Man was crooked enough to amass 200 cr but not clever enough to hide the money safely. The whiskey bottles are a nice touch.

BREAKING : After a possible TMC merger into Congress, Rohit Pawar also hinted at a probable NCP merger “TMC Chief and NCP Chief are considering the proposal. Merger is definitely possible, at the right time.” Mark my words, United Congress with old heavyweights will completely destroy BJP in 2029 🔥

TCS To Have As Many AI Agents As Staff In Next 3 Years: N Chandrasekaran ndtv.com/india-news/tcs-to-h…

This is like a guy in the 90s saying we will have as many excel files as employees….

Shashi Tharoor: 75-80% of research and development costs are borne by the private sector in developed countries. In India, 75% of R&D spending is done by the government. This is crazy

Shankar Sharma on retail investors: “Equity markets are meant for big boys and professionals, they’re not meant for Mr. Joe on the street (retail investors).” “Best you can make 10-12%, those days are also in the hindsight. Add taxes on that and you cannot even beat FD returns.” “I have never advised my relatives or friends or even my own sister to invest in equity directly and today they thank me.” 😅 - src: NDTV Profit. June 2026

Starlink remains in active and productive discussions with the Government of India contrary to misleading stories based upon unsubstantiated claims from anonymous sources.   We have worked with the Government through all of the required regulatory and compliance processes in a transparent and responsible manner. To align with India's sovereign technology, regulatory and security requirements, Starlink has setup a bespoke deployment model for India that further demonstrates our commitment to working within India’s strategic framework.   We have heard nothing but encouraging feedback on Starlink’s capabilities and its potential to advance India’s connectivity ambitions, especially in remote and underserved regions. We remain fully committed to India and to working with the Government to bring Starlink’s services very soon to the country.

India Inc is sitting on more than $100 billion in cash. Clearly, Indian companies don't have the confidence to invest in India. Then why do we expect foreign companies to rush in with FDI?

Whoever at X who decided to replace the "copy link" button with "send via DM" deserves to be thrown into an alligator pit.