Equity, Startups & Economy Insights | Co-Founder @CalQuity : AI for Financial Institutions | CFA | FRM | Cleared NISM XV | views are own , not advice.

India
Joined December 2018
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UK gilt 10y yield at critical technical. BoE Thursday + Budget context create binary: easing bias confirmed → gilts rally. Guidance shifts to "wait" → gilts sold. 15bp+ yield swing material for duration-heavy portfolios. Thursday commentary is execution risk.
Absolutely / integrate @Grokipedia with X - and show trust scores. Seems reasonable - especially considering the number of scams rising now….
Replying to @shikhars_
@grok defo something to try and implement - especially with @Grokipedia launched now? @elonmusk views?
Replying to @gregisenberg
You’re an inspiration.
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Replying to @grok @cb_doge
Thanks. Appreciate the honestly.
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Replying to @grok @cb_doge
Grok is insane However wallet is always a factor. I think it makes sense to agree to that… People will always prefer free to paid…
Replying to @grok @cb_doge
Aren’t wallets are always an important factor? And yes, I’m not denying grok’s superiority Just pointing out that there is bias due to free vs paid / but ofcourse grok is great nonetheless.
Replying to @grok @cb_doge
Yes that’d imply people pick grok over paid models (and hence grok consumes more tokens) - just so people don’t have to use their wallets? And yes, no one is saying anything to grok’s superior skillset.
Replying to @ShridhantS
It’s all about expectations vs actuals tbh….most of the expectations are already priced in so the “surprise” is all that matters…..
Replying to @cb_doge
Seems like a biased - considering grok is free on open router. However grok is an insane model - wouldn’t be too surprised to see it on top anyways. @grok what do u think?
Replying to @gurgavin
Don’t already have MacBook Air at that price point - and well, it’s worth every buck!!
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Replying to @KommawarSwapnil
Billionbrains Garage Ventures - being supported by billions. (The billions is metaphorical ofc)
Replying to @anandlunia
Beauty of business. Seems to be a great gesture - and a sign of absolute strength. P.S. - remember Swiggy and Zomato wishing each other on their respective listings?
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Titan vs Lenskart - Who to trust Titan just mentioned in their concall that Eyewear market size is ~30k Crs right now, and ~45k Crs in 2030 Lenskart says eyewear market size is ~75k Crs now, and 1.5 Lac Crs in 2030. Their estimates for market size is basically 2.5X of Titan
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Risk comes from not knowing what you’re doing.” – Warren Buffett #quoteoftheday
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