Davinder C. Singh @davindercsingh
LP investor (PE/VC/RE). Bio AI, Drones, Logistics, Infrastructure, and Cybersec. Graduated Imperial College London Maths. Tech Founder. Per Aspera Ad Astra. Palo Alto, CA Joined April 2014-
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Davinder C. Singh retweeted
@TyrantsMuse @JoshuaSteinman Do tell... I can have a go at solving the financing side.
Davinder C. Singh retweeted
Looks like the IMF is waking up to the new reality
Looks like the IMF is waking up to the new reality
Davinder C. Singh retweeted
a senior engineer at google just dropped a 400-page free book on docs for review: agentic design patterns. the table of contents looks like everything you need to know about agents + code: > advanced prompt techniques > multi-agent patterns > tool use and MCP > you name it
Davinder C. Singh retweeted
BREAKING: Nvidia, $NVDA, says: Any government demand for a revenue share might result in legal action.
Liquidity lasts forever or only as long the money printer goes brrr... let's see the hard money buy up the soft money, or see the ultimate exit route. Long live the Kingdom and long live those who step in IF the Kingdom fails to grasp the offer. The Kingdom will be prescient 🤞
Dark factories are a thing...
Intel is getting crushed...
If Hyperscalers don't deliver these cashflows, things aren't going to be pretty...
Everything follows from the end of Dennard Scaling...
Northern Virginia has 13% of all datacentres globally (25% of all US datacentres). These datacentres are just outside of Washington DC, where their government clients are.
Davinder C. Singh retweeted
Creatine + guanidinoacetic acid raises muscle & brain creatine significantly more than creatine alone.
Davinder C. Singh retweeted
Morgan Stanley's Detailed Analysis of the TSMC CoWoS Capacity Battle: NVIDIA Secures 60%, Cloud AI Chip Market to Surge 40-50% by 2026 According to a recent research report from Morgan Stanley, a detailed forecast has been released regarding the allocation of CoWoS capacity…
Davinder C. Singh retweeted
Here's my 1-page summary of the semiconductor ecosystem ⬇️⬇️⬇️ Covering: - design software $CDNS $SNPS - equipment $ASML $LRCX $KLAC - designers $NVDIA $AMD - manufacturers $TSMC $TXN $MU Which part of the supply chain do you invest in? More here: longeq.com/mental-models
Davinder C. Singh retweeted
How to Win the AI Talent War The talent war is justified and rational. But recruits are turning down 8- or 9-figure offers. So how do you win? In Civ VI terms, the win condition is not a Domination Victory but a Religious Victory: You win by converting others to your vision of…
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