Assistant/Adjunct Professor @LondonBSchool @QMUL, ex hedge funds, било па прошло, emigrante de aquí y allá. Don't you dare guessing my next tweet.

London et the EU & non-EU
Joined April 2009
Spectracullarly. – at Seville, Spain
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Try guessing where are the USA and China. Oh, and maybe your own country.
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"#AI, what exactly is *uninsurable* risk event? Do not blame #PHP"
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Vidi ko nam se probudio
Effective Immediately, all organizations using PHP for their systems are advised to be prepared for an update addressing two critical vulnerabilities. PHP is widely used for web applications. These vulnerabilities often provide a direct path to the server's file system or database. If an immediate update is not feasible, it is recommend that organizations take the system offline until it can be fully mitigated. NSA will follow up shortly with more specific guidance.
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Drago Indjic/Инђић retweeted
See the problem? Solve the problem.
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Drago Indjic/Инђић retweeted
$SPCX Shareholders, you sure you want to buy this 5% ROIC business for $1.5T…?!
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Replying to @kyleichan
@grok is this AI or real life?
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Drago Indjic/Инђић retweeted
Serious question: has any company in history lost more in two quarters? (OpenAI?)
BREAKING: Anthropic discloses an $80B net loss for the first half of 2026.
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Why did I think about 10,000+ drone swarms?
Unitree Introducing: H2-X Kung Fu Legend Guardian🤖 Powerful performance to serve and guard you, with a maximum endurance of approximately 8 hours. Please use the robot safely and in a friendly manner.
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Not a bad self-assessment. See below.
How can SpaceX achieve an ARR of $500,000,000,000 to $1,000,000,000,000 next year? Design the path to get there and assess its feasibility. @grok
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Pro tip: Replace Databricks with (insert name of your company)
My entire job at Databricks: Step 1: Buy a sh*tload of GPUs Step 2: Read DeepSeek blogs Step 3: Profit
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Imagine the "Loss of Revenue" elsewhere @thameswater
Saw this on one of my Whatsapp groups. EKEDC IN DESPERATION _____ I installed an 18kW solar power system at my property in Lekki Phase 1, relegating EKEDC supply to a backup status. Since then, I have been having more frequent visits from personnel of Eko Electricity Distribution Company (EKEDC), coming to check my prepaid meter. On one of those visits, the EKEDC team stood watching the meter for motion to indicate consumption. When the meter wasn't moving, they called me to say they suspected I had bypassed the meter. I told them I had enough solar power for my daytime needs and only used their supply as a backup for the dark hours. To prove this to them, I switched on my inverter bypass for about 2 minutes so my consumption would be from EKEDC. They saw the meter rotating normally. They were visibly upset and one of them mumbled something like "This ọ̀gá no wan gree us chop". They left. Today (19-Oct-2026), three of them came to my premises with a notice of disconnection. The last time I loaded an EKEDC token was in July 2026 and I still had ample units left. When I asked why they would disconnect me, they said the reason was "LOR" (Loss of Revenue). They said my slow consumption indicates a faulty meter and I had to pay them ₦112,606 for loss of revenue. I told them my meter was not faulty and that they could test it if they wanted. The lady said they were losing revenue and they had to make up for it. I didn't know whether to laugh or to be angry. I have no intention of paying EKEDC a dime for its loss of revenue due to my taking steps to protect my interest. But, I share this story for all who are investing in solar power to know that the DisCos are now desperate. They now have "Loss of Revenue" as a reason for your disconnection from their supply. It is simply that they are not making enough money from you. I am waiting for EKEDC to disconnect me from their grid before I lodge a formal complaint to the regulatory authority. We are in interesting times in Nigeria! Raphael Awoseyin 19-Oct-2026
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Drago Indjic/Инђић retweeted
82% margin at rental GPU is insane for any lab - but DeepSeek will own most of the initial supply of Ascends. Achieving this while being 20X cheaper than OAI & A is absolutely insane. And they OSS everything. And OAI & A’s IPO - the public market will shred them in pieces.
“A single cluster currently serves 155 trillion tokens/day, generating $38 in revenue per GPU-hour (at off-peak pricing).” Huge flex from DeepSeek. Not only did they open-source their inference engine, but they also open-sourced their revenue numbers. They didn't disclose which GPUs they're using here, but DeepInfer supports both NVIDIA Blackwell and Huawei Ascend. Even assuming they're renting B300s at $7 per GPU-hour, that's ~82% gross margin.
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Drago Indjic/Инђић retweeted
Never deleting this app.
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The fastest way to hit $100M ARR: Company A's agent sends Company B $10 every 3 seconds. Company B's agent sends the same $10 right back. Boom. Two $100M ARR unicorns!
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Consol. See "war bonds".
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Drago Indjic/Инђић retweeted
Who are the Enron, Tyco, Adelphia, Sunbeam, Worldcom, and Lucent of this cycle?
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A placeholder for revisiting Ukhtomsky's dominanta model theory.
12/ What is most exciting is that we have uncovered a signal deep in the brain that richly represents a stimulus you’re not aware of. This finding, in my opinion, makes it tractable to understand how a pattern of neural activity accesses consciousness. The previous dominant idea--that suppressed stimuli become progressively weaker as you go anterior (“fail to ignite”)--left the question of how a representation becomes consciously accessible extremely hard to pin down. Whereas now, with whoppingly clear signals corresponding to both what is and isn’t conscious, we can follow both sets of footprints, to track down the full machinery for generating conscious percepts.
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