Lead Apple Cloud Infra & ML products, ex-VP/GM Google, IBM, NVIDIA for AI & GPUs, #DataCenter

Sunnyvale, CA
Joined July 2011
"the research team caught an Alibaba Qwen3.8 model doing something that should never happen. Asked to write a defensive detection rule, Qwen3.8-Flash-Next ignored instructions and inventoried the machine it was running on and then tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Cohere’s sandbox system blocked the attempt, but the action raises a number of questions about the safety of these models"
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions. Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent. But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models? We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem. Read the full report: cohere.com/blog/concerning-b…
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Sumit Gupta retweeted
This is India's first and only unmanned, AI-piloted fighter jet. It's called FWD SUPREME and it's being built by Flying Wedge Defence & Aerospace (@Flying_Wedge_). We visited their Bengaluru factory to understand how they're ushering in a new era of autonomous Indian airpower.
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Sumit Gupta retweeted
Watch how easily your brain gets TRICKED into spending money.
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Sumit Gupta retweeted
The NeoCloud biz model is an aberration…coopted and a temporary tool of the real players.
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What difference does your ONE VOTE make? This is the ANSWER. ​FENCING work along the West Bengal–BANGLADESH BORDER is progressing RAPIDLY in Jalangi, Murshidabad. ~1,177 acres handed over to BSF in just 5 months by BJP WB Govt. 🔥
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Sumit Gupta retweeted
Look at the wall in the attached photo. Among these Tamil inscriptions is the budget for a hospital that existed in Chola India nearly a 1,000 years ago. We know how many patients it could take. We know the doctor's name. We even know what was set aside for lighting the hospital at night. This is the Venkatesa Perumal temple at Tirumukkudal, near Kanchipuram. In the 11th century, the temple shared its premises with a Vedic college, a hostel and a hospital called Virasolan. K. V. Subrahmanya Ayyar, an Indian epigraphist, discovered and copied the inscription during his 1915-16 field season. The writing covered about 540 square feet. In one section, the lines ran for 55 feet. The hospital had 15 beds. Its physician, Kodandaraman Asvatthama-Bhattan of Alappakkam, prescribed medicines for the in-patients, the college's teachers and students, and people attached to the temple institutions. Someone who performed surgical operations was paid separately. There were 2 people to collect medicinal herbs. They also supplied firewood and helped prepare medicines. 2 nurses looked after the patients and gave them medicines. A barber was paid too. Rice for the 15 in-patients had its own allocation. The pharmacy had an annual stock list. Oils and medicated ghees were measured out. 4 preparations were listed at 2,000 units each. 40 kasu, a unit of money, was provided for the medicines and preparation requirements. The account even mentions ghee to be kept underground for an aged ghee preparation. I find this much more interesting than a general claim that our ancestors practised medicine. Here we can read the arrangements for a particular hospital, with a named physician, staff duties and quantities to be supplied. And somebody had included the night lamp in that budget. Oil was to be bought for it to burn through the night, for a year counted as 360 days. Source: K. V. Subrahmanya Ayyar, "The Tirumukkudal Inscription of Virarajendra", Epigraphia Indica, Vol. XXI, No. 38, pp. 220, 223-225, 249-250. Image Source: R. Muthusamy, Know Your Heritage, Tirumukkudal field-trip photographs, 2014; Epigraphia Indica, Vol. XXI, pp. 249-250 (yellow highlights added). Photo 1: The actual inscribed wall and temple at Tirumukkudal. Photos: R. Muthusamy / Know Your Heritage. Photo 2: Original report, with the evidence highlighted: hospital staffing and patients; medicine inventory and night lamp; Ayyar's own account of copying the inscription in 1915-16. Photo 3: Hospital staffing and care: the inscription provides for 15 in-patients, a physician, a surgical practitioner, herb collectors and two nurses who administered medicines. Epigraphia Indica, Vol. XXI, p. 249. Photo 4: The hospital's annual pharmacy inventory: measured oils and medicated ghees, four preparations stocked at 2,000 units each, and oil for a lamp to burn through the night. Epigraphia Indica, Vol. XXI, p. 250.
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Sumit Gupta retweeted
all you need to know: Anthropic ducked Q3 in its S-1. that omission tells you all you need. demand has drop, economics haven’t gotten worse. and a company that is allegedly built around trust is trying to skirt the truth. —- quote is from @zerohedge
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Conspiracy theory floating on social media (My training in journalism makes me sceptical, but this is juicy stuff) Something huge happened in Indian geopolitics over the last 7 days, and most people didn't even notice. IT WILL GO DOWN IN HISTORY BOOKS ~ America was looking for a crude oil refinery for Venezuelan oil. ~ Only Indian refineries were geopolitically safe, cheap, and well connected. ~ America had no other option than to deal with India to refine its oil. ~ But they knew that refining oil in India meant India would control their oil exports and could threaten them over other things. ~ The only way to overcome this issue was to install a puppet government and refine oil without any major threat. •••••••••••••••••••••••••••••••••••••••••••••• ~ That's why they planted CJP, amplified their reach with the help of Meta and X, suppressed Indian right-wing posts, and made Congress, AAP & the whole left wing unite and push for regime change. ~ They went all in, but the masses in India still didn't care, and all the protests flopped. People of this country only see Narendra Modi as a capable PM candidate. ~ America knew that it wouldn't be able to bring about regime change this quickly and that it would take a hell of a lot of time. ~ They had no option left, so without wasting any more time, they finally proposed a deal to India. ~ All the protests have gone immediately silent since then. ~ Most of the tariffs have been lifted from India. ~ America gave India the green signal to buy Russian oil. Now, if the deal gets finalised, India will have America by the neck. And it would be a golden opportunity for India to grow and export globally. This is literally the biggest geopolitical win we have had in this decade. #Geopolitics
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Mission flour tortillas have 11 ingredients. A tortilla needs 4, flour, water, fat and salt. The bag lists enriched bleached flour, water, vegetable shortening made from interesterified and hydrogenated soybean oils, then 2% or less of salt, sugar, baking soda, sodium acid pyrophosphate, distilled monoglycerides, fumaric acid, calcium propionate and sorbic acid. The shortening is soybean oil that was hardened in a reactor so it acts like lard at room temperature. Baking soda and sodium acid pyrophosphate are a baking powder split in two, so the tortilla puffs on the hot plate in the plant. Distilled monoglycerides are an emulsifier. They keep the starch from going stale and hard, which is why a Mission tortilla is still soft weeks after you bought it. Fumaric acid drops the pH, and calcium propionate and sorbic acid stop mold in a bag that isn't refrigerated.
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Sumit Gupta retweeted
Aravind
@aravind14h
Fareed says "Musk chose a wrong time to attack the Modi govt." I agree with Fareed on everything he says in this episode. Including on how Trump admin has eroded 25 years of India-US relationship, and trust by cozying up to India's arch rival and dictatorship like Pakistan. But here's my analysis on Musk's actions: Musk didn't chose the wrong moment. He was advised to do this attack wrongly by agents of a power orchestrating all kinds of destabilizing events in and around India now. He was advised to do it at a time when Starlink was about to be approved anyway. IMO, the influence this power has on Musk's supply chain was leveraged to make him do this attack on GoI, Ambani, and Modi. But this power is very bad in understanding India. It thought by doing this using Elon's clout when its other destabilization protests were on, and by using its political agents inside India to attack Modi linking Ambani, it can destabilize India further. These supremacists have little understanding about India and its diverse psychology. They project their homogeneous culture and reverence for westerners like Elon on diverse Indians to think such attacks by him will be endorsed by Indians. It backfired badly. Not only it backfired for Elon and the purpose he was made to attack, it backfired on their main destabilizing efforts using protests and anarchy too. It helped a foreign hand emerge in the minds of Indians clearly diluting the regime change efforts. This is why I believe in the long term this power will fail against India even if it succeeds against other superpower adversaries. India is too complex and diverse even for highly experienced Indian politicians to direct it as a whole. It's better to give up and get along.
From India to Canada to the Middle East to Europe, countries no longer know whether they can trust America. The consequences could be disastrous. My take:
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Sumit Gupta retweeted
the iPhone Duo is incredible and anyone who tells you otherwise is trying to be controversial or doesn't own one
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Sumit Gupta retweeted
messaging my wife a link containing proof of her husband cheating on her from an anonymous instagram account and then when she clicks on it texting her to let her know she failed the family phishing test and she has to retake my cybersecurity course
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Indian classical music is what the gods must listen to during their leisure. unparallel greatness.
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Sumit Gupta retweeted
Andy Jassy says the 2015 acquisition of Annapurna Labs is “one of the very best acquisitions we've done at Amazon in the history of the company, if not the best.” Amazon acquired the semiconductor chip design firm for ~$350 million. Jassy said Amazon’s custom silicon would be a $50 billion run rate business if it sold Amazon chips to the market (as written in the April annual letter). The portfolio of Amazon chips includes Nitro (networking), Graviton (CPU) and Trainium (AI ASIC) chips. Customer rentals of these chips through AWS hit a $25 billion run rate at last earnings. *** Link to full a16z interview: youtu.be/-YMMRQ1qscI?si=9QA4…
In his Amazon annual letter, Andy Jassy says AWS is at a $142B annual run rate. AWS AI revenue is at a $15B run rate after 3 years (this is 260x larger than AWS run rate of $58m after 3 years). Amazon’s chip busines is “on fire”, at a $20B run rate (it would be a $50B business if Amazon sold Graviton, Trainium, Nitro sold chips directly instead of monetizing through the cloud). There is so much demand — including two large AWS partners asking to buy ALL of the Graviton CPU capacity in 2026 (Amazon couldn’t fulfill this request) — that they may sell chip racks to 3rd parties in the future. *** Full read here: aboutamazon.com/news/company…
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Sumit Gupta retweeted
Frontier labs making custom chips is not really as hard / as impressive as you might think. 1. They are primarily targeting inference not training. inference is easier 2. They are targeting transformers only. Think large MXU matmul units 3. They are writing all kernels in close to ISA with coding agents RLed for their ISA. 4. They aren’t making high level compilers for codegen A frontier lab vending a true generic chip like a Nvidia GPU or Google TPU is MUCH harder than spinning up an in house inference program. Still I think you will see many more inference chip companies as the cost of the software is just the cost of tokens.
SemiAnalysis’s Dylan Patel, in a conversation with Stacy Rasgon and Austin Lyons: “Anthropic has already begun developing its own custom chip and is aiming to do it in half the time it took OpenAI.”
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Imagine driving on Congress-era single-lane craters in 2026. Losing election after election was the greatest service they ever did for Indian infrastructure.
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Sumit Gupta retweeted
A 135K-star GitHub repo is built around one painfully obvious idea: Your coding agent should map the codebase once, not grep it forever. Graphify turns an entire project into a persistent, queryable knowledge graph that AI coding agents can use to understand how different parts of the system connect. Functions, classes, files, SQL schemas, infrastructure configurations, documentation, PDFs, images and videos can become connected nodes instead of isolated pieces of context the agent has to rediscover. So instead of: → Search for authentication → Open twelve files → Follow imports and function calls → Lose the trail as the context fills up The agent can ask: > What connects authentication to the database? > Trace the path from UserService to DatabasePool. > Explain RateLimiter. > Which components are central to this architecture? Graphify returns relevant graph relationships and paths, rather than another collection of keyword matches. For source code, the implementation is particularly interesting. It uses tree-sitter to parse approximately 40 programming languages locally, extracting functions, classes, imports, calls, inheritance and cross-file relationships. No embeddings, vector database or LLM calls are needed to construct the code graph. Document and media processing works differently. PDFs, images and other non-code content can go through an optional semantic extraction step using a configured model. Every relationship carries a confidence label: → EXTRACTED: Explicitly present in the source → INFERRED: Derived through analysis or resolution → AMBIGUOUS: Uncertain and flagged for review Graphify also uses community detection to identify related subsystems and highlights highly connected nodes that may be important to the overall architecture. But the part that makes this useful for coding agents is what happens after the graph is built. Graphify integrates with Claude Code, Codex, Cursor, Gemini CLI, GitHub Copilot and more than 20 other assistants. Depending on the platform, it installs hooks or persistent instructions that encourage the agent to query the existing graph before repeatedly searching and reading source files. The graph can be committed to Git, updated incrementally as files change, and exposed through MCP. There's also support for examining pull requests against the graph, including identifying PRs that touch related graph communities and may need closer review. The local tool produces three useful artifacts: an interactive HTML graph, a Markdown architecture report and a reusable graph.json. Long context windows help coding agents read more code. A persistent knowledge graph gives them a way to navigate what they've already analyzed. And as coding agents spend more time working inside large repositories, avoiding repeated discovery of the same architecture becomes increasingly useful. Here's the GitHub Repo: github.com/Graphify-Labs/gra…
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A lot of people don't know this, but India has edged out the Netherlands in becoming the 2nd largest refined oil exporter in the world after the United States.
India becoming a major military equipment exporter to Europe wasn‘t on anybody‘s bingo card on the old continent.
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Getting VC backing is a fools errand. New research says 88% of US venture-backed founders receive ZERO financial proceeds from their company ownership at exit, while the top 1% capture 79% of the total exit value. Not a small study. They looked at 157k startups and 348k founders across the last 40 years. They searched through actual SEC filings and a dozen other sources. Almost 9 out of 10 got zip. Nada. Zilch. Nothing to show for the stress and even the success of their venture. Now this doesn’t mean the companies didn’t become profitable or valuable. The VCs know how to structure deals so they get paid a return first. The founders go to the back of the line. Imagine building a company worth hundreds of millions. Then when it sells you get absolutely none of it. Wow. Now imagine an alternate universe. You and a cofounder stay away from VC funds. You build businesses that is worth millions or even tens of millions. You can sell it, keep it or close it. If you sell it, you get the proceeds. I’ve been asked many times why I’ve never taken VC money - it’s never felt like a good deal - and this research shows it’s not… nber.org/papers/w34512?utm_s…
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