e/acc. Builder at NuPlay. @iitbombay grad. Unpaid Intern at home.
Bengaluru, India
Joined July 2009
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Joy retweeted
Ather is actually a very interesting story, and I think this tweet misses a big part of it.
Look at who funded Ather.
Sachin Bansal invested ~$53M, starting as an angel and then leading its Series C and Series D. Imagine an Indian founder personally putting that much money behind a hardware startup leading growth rounds.
Then there's Hero MotoCorp. A traditional Indian two-wheeler company backed a startup that could eventually compete with its own business. Hero started investing in 2016 and kept doubling down. Today, its stake is worth billions of dollars.
Between Sachin and Hero, nearly 50% (~$250Mn) of Ather's capital came from two backers you would hardly expect to make such investment. Think about how unusual that is. Neither was a traditional VC fund, yet both played a huge role in getting Ather to where it is today.
And it's not just Ather. Mukesh Bansal invested ~$1.5M in Skyroot Aerospace very early. That bet is now reportedly worth ~$80M, including partial exits. Nearly 60x.
I think we should spend more time celebrating people who are actually making these contrarian investments rather than criticizing those who aren't. The former encourages more people to take risks. The latter doesn't really help anyone.
Why are Indian VCs so afraid to take risk and make money?
Someone should go to India and take risk and make money.
Our story - corememory.com/p/a-new-india…
Joy retweeted
Infra done right: Delhi-Meerut Namo Bharat RRTS doubled passengers in one year.
Shweta Sharma, who lives in Partapur in Meerut, said her son leaves home at 8.30 am, takes the Namo Bharat train to Sarai Kale Khan and then the Delhi Metro to Kalkaji Mandir, reaching JIMS Kalkaji in time for his 10 am lectures. He is usually back home by 6 pm.
“It is as good as staying in Delhi,” she said.
The implications for real estate are mind-boggling.
indianexpress.com/article/ci… via @IndianExpress
Joy retweeted
Western team have independently verified that DeepSeek's performance numbers of 38$ dollar revenue per GPU at DeepSeek's rocket bottom prices is true.
This is a momemnt when you update your priors. At this rate with just 1 GW, you can make a revenue of 150B per year.
Even with lot of slack it would be 100B per year. If you use half the compute to come online by 2027 end, you will have 25GW for inference with potentially 2.5T revenue at DeepSeek rates and 10T at USA lab rates (world GDP is 125 T, 10T is 8% of it)
You answer for your-self are we overbuilding!!!
vLLM matches DeepInfer, DeepSeek's own engine for DeepSeek-V4.1-Flash, on DeepSeek's decode configuration across batch sizes 8 to 256, and does it at DEP32 against DeepInfer’s EP64DP64.
DeepInfer was originally built on vLLM. By integrating DeepSeek's open-source kernels and extensively optimizing prefill and decode, vLLM now matches DeepInfer's performance curves.
Joy retweeted
The company that got fined is Britannia. But Indian Express - "Journalism of Courage" - doesn't name them in their story. What kind of journalism is this?
indianexpress.com/article/le…
Joy retweeted
Impossible standards such as don't ship a private key with a single digit number
Now people should celebrate. An Indian company exits SSL/TLS business. Your witch-hunt and demand for impossible standards has worked.
Readers added context they thought people might want to know
Generating private keys with more than 3 digits for a world-trusted root certificate authority are not impossible standards. Badly generated keys may endanger - and have - the whole internet by breaking the most important encryption protocol.
theregister.com/security/2026/…
cloudflare.com/learning/ssl/w…
Joy retweeted
I suspect the real reason eMudhra is exiting the SSL business is Google indicated it is most likely going to drop eMudhra from being trusted by Chrome AT ALL, after observing inexplicable incompetence in how they mis-generated their private key for the CA certificate.
Joy retweeted
Worker safety is non-negotiable. So is due process.
If corporate leaders must answer for failures, public servants must too. Accountability cannot be swift for some and absent for others. One law. One standard. No exceptions.
Schaeffler India CEO & MD taken into custody over June factory accident
economictimes.indiatimes.com…
Joy retweeted
Guys does this emudhra thing mean I have to unfortunately buy new laptops and headphones and maybe a VR headset just to be safe? Safety is my priority not new devices. Also a new iPhone?
Serious positive responses only please.
Joy retweeted
Fallout of e-Mudhra cert compromise, all indian govt websites using them won't be accessible on major browsers except for Desi browsers. Remember MeiTY browser challenge where Zoho won some award? Building shitty tech & calling it sovereignty is what we do. Desi Tech Zindabad
Joy retweeted
the emudhra thing is insane when you actually think about it
a private key is supposed to be a number so big no computer on earth can guess it. 116 digits.
emudhra's was 4
not 4 digits. four.
this is india's biggest certificate authority. govt sites, PSUs, banks all run on their trust. and for a year and a half anyone who looked could've forged certs for any website on the planet
a random guy found it on a saturday and had the keys in milliseconds
no hack. no leak. they just never checked their own output
Joy retweeted
DeepSeek just published the price of a token, and it should make you angry.
From their own DeepInfer docs: 1 cluster serves 155 trillion tokens a day, at $38 of revenue per GPU-hour, and thats at off-peak prices. Their API is $0.30 per million input tokens and $1.20 per million output at peak.
Yuchen Jin did the math: even if they rented B300s at $7 an hour, thats about 82% gross margin. Other estimates go higher.
So cheap AI is not charity and it is not "dumping". At these prices serving a frontier-class model is a very profitable business, if your inference stack is good enough.
Now remember every time a US lab told you that intelligence is expensive. That $200 a month is a fair price. That limits exist because compute is scarce.
Part of that is true. Part of it is a business model built on you not knowing what a token actually costs.
DeepSeek just showed everyone the numbers and gave away the engine. Every inference company can now compete on price with the same software. Thats how AI gets cheap for everyone.
“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.
Joy retweeted
Introducing SKY-001, the first Engineering World Model.
On CAD and BIM tasks, it beats GPT-6 Astra and every frontier model we tested:
-> 51-125x faster
- > 150-210x cheaper
-> Higher IOU than all frontier models
SKY-001 lets you dream a physical object before you build it.
18 months of work. Built by the team out of Maluuba's deep learning lab (acq. by @MSRResearch).
The first ‘AI General Engineer’ will be the backbone for Autonomous Manufacturing.
Joy retweeted
This guy from Odisha, India, who loved learning Sanskrit, has now created an engineering AI model better than OpenAI's GPT-6 Astra and every frontier model out there.
While the news is to be celebrated and his company congratulated, as Indians we need to feel disappointed that such extraordinary Indian innovators still have to come to the west to innovate.
The ecosystem (universities, accelerators, and funding) and the environment (livable towns, good infra) for such innovation and innovators, while has certainly developed, still needs to improve.
While I'm sure it will in the coming decade, for now, as I have long been calling for, India needs to build a GIFT city kind of dedicated town for tech and innovation in a place with good weather throughout the year.
And also create good incentives for these Indian origin founded companies in the west to immediately open centers in India, sharing back some of the tech they created.
Introducing SKY-001, the first Engineering World Model.
On CAD and BIM tasks, it beats GPT-6 Astra and every frontier model we tested:
-> 51-125x faster
- > 150-210x cheaper
-> Higher IOU than all frontier models
SKY-001 lets you dream a physical object before you build it.
18 months of work. Built by the team out of Maluuba's deep learning lab (acq. by @MSRResearch).
The first ‘AI General Engineer’ will be the backbone for Autonomous Manufacturing.
Joy retweeted
If you have even 1% interest in Indian politics, WATCH this video by @SuperLonday! 😂
LMFAO!! The whole x audience needs to see this! 🤣🔥
Joy retweeted
Till 2019, IITs and IIMs avoided faculty reservations at senior levels for "scientific and technical" posts.
Courts also historically maintained that applying rigid caste brackets to senior professor roles could limit the pool of specialized talent and impact research standards.
Then the BJP government in 2019 introduced the Central Educational Institutions (Reservation in Teachers' Cadre) Act.
Now, we have reservations in IITs and IIMs at all senior faculty positions for all posts including Science and Technology.
Even after the 2019 Act, an internal government appointed panel of IIT directors explicitly requested an exemption from the reservation policy.
BJP government rejected the IITs' request.
Before 2020, engineering colleges (like IITs or local technical universities) focused only on core science and maths.
Now BJP government has changed the curriculum to make it mandatory for all engineering students to complete around 12 credits of Humanities, Social Sciences, and Management during their 4-year degree.
BJP is destroying the education sector like never before. #AntiGCBJP
Joy retweeted
We, software people, have a weird sense of entitlement!
For years, we built software that automated others' work. Imagine what a New York driver might think about their life when they first see a Cybercab or an FSD-enabled Model Y. Similarly, imagine what a line worker at a German-car factory might think about their life when they first sees an industrial robot.
We always expected people to deal with it and asked them to upskill.
But we are convinced that our work is special. Writing software needs judgment and creativity that we uniquely possess.
Now that most of what we do can be automated, the reality is starting to sink in.
The answer, again, for us is: adapt!
Joy retweeted
Open your eyes & watch the republic succumbing to the subaltern mob. All political parties are complicit in this open conspiracy. Talk to your extended family & friends about it. Prepare for what's coming. Don't live in denial or very soon your kids will be denied basic dignity.
“I’m Dr Rahul Sonpimpale and I won’t do Namaaskar to you” you are responsible for our boy Sahil Wakode and other SC ST students and you have done nothing to stop discrimination at IItB” @Sonpimplerahul on fire against IItB Director
Joy retweeted
This helpless man folding his hands is IIT Bombay director.
Forget becoming a developed nation; we will be worse than Somalia in a few decades. Just wait & watch!
Joy retweeted
"Our initial evaluation suggested that GPT-6-Astra's score was in the late eighties followed closely by Opus 5.5. But, as we started to investigate the mistakes that the models might have made, the models, especially Astra, insisted that they were right and that it was the expert-supplied answers that were erroneous. When we went back to the experts it turned out, in multiple instances, that that the experts found some subtle errors buried deep inside their calculations. As they revised their answers, Astra's score started to inch up and it finally ended up with 98% (49/50)."
