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Rajeev Mantri

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@RMantri

Tweets on India, investing, venture capital, tech | @NavamCapital | Blog @VenturingIn | @ANewIdeaOfIndia @IECouncil
India tricorder.navam.xyz Joined September 2007
6.3K Following 73K Followers 43K Posts

Latest posts 5

Rajeev Mantri Verified account @RMantri
Race, with Chinese characteristics 😂
Aravind Verified account @aravind 2d
Nvidia - Jensen scandal TL;DR

- China tried to get Jensen
- US got to know, used him to mislead China
- Jensen's family know, of course
- China got to know Jensen was US asset
- Waited and did a hit job using its US media assets
- Timing exactly when Dems got control of congress
- Idea is to punish Jensen, hit Nvidia, and US AI market
- To use this to regulate US AI and derail AI progress
- Jensen will be fine. Nvidia will be fine
- Trump admin and US intel will take care if needed
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Rajeev Mantri Verified account @RMantri
Apple as well as India’s IT giants aren’t looking so foolish today, are they?

It is the same culture that protects from committing harakiri out of FOMO: spend every rupee like it’s your last one. cultofmac.com/news/apples-ap…

There is merit to this approach. It is why some organizations last for decades and even centuries, and why others fall by the wayside in the first downturn they encounter.
Rajeev Mantri Verified account @RMantri Mar 16
Guess who else is stewarding its capital wisely, avoiding the AI infrastructure bonfire? Apple 

“Apple is investing significantly less in AI infrastructure compared to its competitors, betting on its vast customer base and on-device AI capabilities. By embedding AI directly into its devices, Apple can handle many AI tasks locally, reducing reliance on cloud computing. This strategy allows Apple to leverage its existing hardware and customer loyalty, positioning itself as a key player in the consumer AI market.” wsj.com/opinion/apples…

“While tech giants like Amazon, Google, Microsoft, and Meta are spending billions on AI infrastructure, Apple has taken a different approach. By licensing AI models and leveraging its existing 2 billion devices, Apple is able to implement distributed AI without the massive capital expenditure.” asymco.com/2026/03/10/the… @asymco

Chasing the fashions of the day can be very costly x.com/rmantri/status…
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