big news! 🥳 got into YC solo founder with $40k monthly revenue!
building Thomas: the first YC-backed AI founder (yep, we cloned myself)
Thomas is a virtual human who starts, runs, and grows his own companies. His only goal is to make money. Once launched, he works forever… pic.twitter.com/Ge1u8b2vjZ
After 17 years in the US (and adding 30lbs! ), I am relocating to Suzhou. I'm so excited to engage more with China’s biotech ecosystem and finally be closer to family! I owe a huge debt of gratitude to Genentech for my professional growth. Let’s see what the future holds! 🧬🇨🇳🚀 pic.twitter.com/wGTaSQd3GD
— Parveen Kaswan, IFS (@ParveenKaswan) May 30, 2026
Kids start dropping out of college by the 3rd grade. That’s why I am focused on the Mississippi Miracle and making sure every child learns how to read.
College used to be an economic benefit. But today, it’s become a financial burden for too many families. On graduation day,… pic.twitter.com/Zs4SkmubAP
Amidst the protests and shutdowns in Kathmandu, this father’s priority was still clear - capturing a moment with his daughter. While the country was on pause, his focus remained on what truly mattered. Priorities in life ❤️ This photo was taken during the time when Nepal Bandha… pic.twitter.com/0Q6dpvDIAs
— Manang Mustang🇳🇵🌍 (@ManangMustangHQ) May 30, 2026
”In the beginning we had no money. None. Zero. Really zero.”
“I didn't take a salary for four years.”@tobi says at one point, his wife’s father had to cover Shopify’s payroll and they lived out of her childhood bedroom just to keep costs low.
— Paramendra Kumar Bhagat (@paramendra) May 30, 2026
The Theme is “Door Ways”- Not the doors themselves. Often times the main event, the door, captures our attention. We forget to notice the “doorway” is the home of the door, the protector, the veil between the worlds. What dose a door actually do?
Why Himalayan Compute Is Not Just a Startup — It’s the Next Global Utility
Every generation gets a few companies that are so large, so foundational, and so important that they stop being companies in the traditional sense.
They become utilities.
Not utilities in the narrow sense of electricity, water, or natural gas. Utilities in the broader sense: infrastructure upon which entire economies depend.
The twentieth century was built on electric utilities.
The late twentieth century was built on telecommunications utilities.
The early twenty-first century was built on internet utilities.
The next era will be built on compute utilities.
And Himalayan Compute aims to become one of them.
Most Investors Are Looking at the Wrong Category
When investors hear "AI company," they often think software.
They think chatbots.
They think AI agents.
They think applications.
They think startups that require millions of dollars.
Himalayan Compute is not that.
It is closer to a power company than a software company.
It is closer to a railroad than a mobile app.
It is closer to a semiconductor fab than a SaaS startup.
It belongs to a category that many investors rarely encounter because such opportunities emerge only once every few decades.
The category is infrastructure.
Infrastructure is where civilizations are built.
Infrastructure is where trillion-dollar outcomes become possible.
The World's New Most Valuable Resource
For centuries, economic development revolved around land.
Then it revolved around coal.
Then oil.
Then manufacturing.
Then information.
Today, the most important resource in the global economy is rapidly becoming compute.
Every AI model.
Every AI agent.
Every autonomous vehicle.
Every robotics company.
Every scientific simulation.
Every drug discovery platform.
Every advanced defense system.
Every digital twin.
Every future breakthrough in artificial intelligence.
All require compute.
Not someday.
Now.
The world is entering a period where demand for compute is growing faster than supply.
That imbalance is creating one of the largest infrastructure opportunities in modern history.
The Compute Shortage Is Real
The AI revolution is not limited by ideas.
It is limited by chips.
It is limited by electricity.
It is limited by data centers.
It is limited by cooling systems.
It is limited by transmission infrastructure.
The constraint is no longer software.
The constraint is physical infrastructure.
That changes everything.
When demand exceeds supply, owners of infrastructure gain extraordinary pricing power.
This is why hyperscalers are investing hundreds of billions of dollars into AI infrastructure.
This is why governments are discussing sovereign AI capabilities.
This is why nations are racing to secure access to advanced compute resources.
This is why Himalayan Compute exists.
Nepal's Hidden Superpower
Most people see Nepal and think mountains.
They think tourism.
They think Everest.
Few think about energy.
Yet Nepal possesses one of the world's great untapped hydropower resources.
The country's estimated hydropower potential approaches 50,000 megawatts of economically viable generation capacity.
Most people see electricity.
Himalayan Compute sees compute.
That distinction changes everything.
Electricity is valuable.
Compute is vastly more valuable.
Electricity can be transformed into one of the highest-value products in the global economy: AI computation.
The company is built around a simple but powerful idea:
Convert clean Himalayan hydropower into globally exported compute.
This is not merely an energy business.
It is an economic transformation strategy.
Why Utilities Become Giant Companies
Utilities have characteristics that software companies often lack.
They are difficult to replicate.
They require enormous capital.
They create natural barriers to entry.
They benefit from scale.
They often become essential.
The larger they become, the stronger they become.
Once roads are built, competitors cannot easily duplicate them.
Once railroads are built, competitors face massive hurdles.
Once power grids are built, they become part of national infrastructure.
The same logic increasingly applies to compute infrastructure.
Large-scale AI factories require land, power, cooling, transmission, networking, hardware procurement, engineering expertise, financing, and operational excellence.
The barriers are enormous.
That is precisely what makes the opportunity attractive.
Why $100 Million Matters
Some investors hear "$100 million" and think it is a large amount of money.
For a civilization-scale infrastructure project, it is merely ignition fuel.
The first $100 million is not intended to build the final vision.
It is intended to start the flywheel.
It funds land acquisition.
It funds engineering.
It funds permits.
It funds partnerships.
It funds early deployments.
It funds the proof points that unlock future rounds of capital.
Every giant infrastructure company started with a first check.
Every railroad.
Every power utility.
Every telecom network.
Every cloud giant.
Every hyperscaler.
At some point, someone had to believe before the numbers looked obvious.
Why Speed Matters
The market for compute is not waiting.
AI demand is accelerating.
Governments are accelerating.
Hyperscalers are accelerating.
Capital is accelerating.
The companies that secure strategic locations, power resources, and infrastructure advantages early may enjoy decades of leadership.
Those who wait may find that the best opportunities have already been claimed.
Infrastructure rewards foresight.
The biggest gains often go not to the investors who arrive after certainty appears, but to those who recognize inevitability before everyone else does.
The Path to a Trillion-Dollar Outcome
A trillion-dollar valuation sounds absurd until you understand the scale of the underlying market.
Global spending on AI infrastructure is measured in hundreds of billions of dollars annually and rising rapidly.
The world may ultimately require many trillions of dollars of compute infrastructure.
A company that successfully becomes a major provider of global compute capacity is not competing for a niche market.
It is participating in one of the largest markets humanity has ever created.
That is the foundation of the Himalayan Compute thesis.
Not a better app.
Not a better chatbot.
Not a slightly improved software product.
A new global utility.
The Bottom Line
Most startups ask investors to fund products.
Some startups ask investors to fund platforms.
A rare few ask investors to help build infrastructure.
Himalayan Compute belongs to the last category.
Its ambition is enormous.
Its capital requirements are substantial.
Its execution challenge is significant.
But history suggests that the largest fortunes are often created when investors help build the infrastructure that powers the next era.
Electricity powered the industrial age.
The internet powered the digital age.
Compute will power the AI age.
The question is not whether the world will need vastly more compute.
The question is who will build it.
Himalayan Compute intends to be one of the builders.
From $1 Billion to $1 Trillion: The Grand Vision Behind Himalayan Compute
Every great company starts as an unbelievable idea.
If you had told investors in 1997 that an online bookstore would become one of the most valuable companies in human history, most would have laughed.
If you had told investors in 2008 that an electric car company would become more valuable than the entire global auto industry, many would have dismissed the possibility.
If you had told investors in 2002 that a private rocket company would routinely launch reusable rockets and become one of the world's most valuable private enterprises, few would have believed you.
The future often looks ridiculous before it looks inevitable.
Himalayan Compute belongs firmly in the "ridiculous" phase.
And that's exactly why the opportunity exists.
Thinking Too Small Is the Biggest Risk
Most startups begin with a modest vision.
Build a product.
Find customers.
Raise capital.
Grow gradually.
Himalayan Compute starts from a different premise.
The world is entering a new era where compute becomes one of the most important economic resources on Earth.
Artificial intelligence is not a software trend.
It is a fundamental technological shift.
And every major technological shift creates entirely new infrastructure giants.
The founders of railroads did not think about building tracks.
They thought about connecting continents.
The founders of electric utilities did not think about selling electricity.
They thought about electrifying nations.
The founders of internet platforms did not think about websites.
They thought about connecting humanity.
The Grand Vision behind Himalayan Compute is similarly large:
Build one of the world's largest AI compute utilities.
Why the Destination Matters
Many founders focus on the next six months.
Great founders focus on the next decade.
The destination determines the path.
Imagine two people preparing for a journey.
One is driving across town.
The other is going to the Moon.
The person driving across town needs a car.
The person going to the Moon needs rockets, launch pads, mission control, engineers, simulations, and years of preparation.
The scale of the destination changes every decision.
Himalayan Compute is not planning a trip across town.
It is planning a trip to the Moon.
The trillion-dollar destination shapes every strategic decision being made today.
The Largest Economic Opportunity of the AI Era
Artificial intelligence requires three fundamental inputs:
Data.
Algorithms.
Compute.
Of these three, compute is rapidly becoming the most constrained.
Every major AI model requires enormous computational resources.
Every AI startup eventually needs infrastructure.
Every nation pursuing AI leadership needs compute.
Every industry adopting AI needs compute.
Demand is exploding.
Supply struggles to keep pace.
This creates an extraordinary opportunity.
Not to build another application.
Not to build another chatbot.
But to build the infrastructure layer underneath everything.
Compute infrastructure may support artificial intelligence itself.
The larger the ecosystem, the larger the opportunity.
If AI becomes one of the defining technologies of the century, then the infrastructure enabling AI could become one of the defining investment categories of the century.
That is the bet.
The Importance of Being Early
Investors often ask when they should invest.
The answer depends on their goals.
If they want certainty, they should invest later.
If they want extraordinary returns, they must consider investing earlier.
The paradox is simple:
Risk is highest when opportunity is greatest.
Opportunity is lowest when risk has largely disappeared.
This does not mean investors should ignore risk.
It means they should understand what creates outsized returns.
Outsized returns emerge when a company transitions from impossible to inevitable.
The largest gains occur during that transition.
Not afterward.
Why $100 Million Matters
Every transformative company reaches a point where vision alone is insufficient.
Infrastructure must be built.
Teams must be assembled.
Partnerships must be formed.
Assets must be secured.
Momentum must be created.
Capital turns possibility into reality.
The proposed $100 million raise is not the destination.
It is the ignition sequence.
It allows the company to move from concept toward execution.
And execution is where extraordinary visions become extraordinary businesses.
The Real Question
Many investors focus on whether Himalayan Compute will succeed.
That is an important question.
But there is another question worth asking:
If a company were going to become one of the defining infrastructure providers of the AI age, what would it look like today?
Would it already be obvious?
Would everyone already agree?
Would Wall Street already understand?
Would every investor already be involved?
History suggests otherwise.
The largest opportunities are usually controversial early.
They become obvious only later.
Often at much higher valuations.
Zero to Trillion
The phrase "zero trillion-dollar company" sounds absurd.
So did many transformative ideas before they happened.
The purpose of venture capital is not to predict certainty.
The purpose of venture capital is to recognize extraordinary possibilities before they become consensus.
Himalayan Compute represents one such possibility.
Not a guaranteed outcome.
Not a risk-free opportunity.
Not an inevitable success.
A possibility.
A possibility that one of the world's great untapped energy resources could become one of the world's great compute platforms.
A possibility that AI infrastructure becomes one of the largest markets in history.
A possibility that a company starting with a $100 million raise could eventually participate in a trillion-dollar opportunity.
That is the essence of exponential investing.
Not buying what everyone already understands.
Buying what they do not.
Yet.
And that is why the most important question may not be whether Himalayan Compute is already worth a trillion dollars.
The most important question may be whether it has the potential to become one.
I have a forest fire.
Why Himalayan Compute Is Not Just a Startup — It’s the Next Global Utility https://t.co/8PR3Onx930
— Paramendra Kumar Bhagat (@paramendra) May 30, 2026
When I launched Lobster Capital everyone told me YC-only fund was too narrow. They were wrong about what YC actually is.
YC isn't a 3-month program with a graduation ceremony. It's a permanent ecosystem that gets more valuable with every batch, and the companies inside it never…
— Paramendra Kumar Bhagat (@paramendra) May 30, 2026
Raise locally. Allow locals to invest in another company whose sole goal is to invest in his company. A lot of small investors. ....... Or, go to mega customers who will pay for future deliveries.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026
I don't know how you skip AI and keep that statue. Especially with a Starlink phone in the offing.
I think consumer might be the exception here - it’s essentially impossible to build a free, mass market consumer ai product bc inference creates non zero marginal costs of engagement- so a whole class of social ai products aren’t getting built https://t.co/SS8Y3uwmYW
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026
Do they all need to be San Fran? Or you will have global locations?
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026
I visited Ant Group's office this week in Hangzhou and found out their most impressive product has nothing to do with payments or AI.
I had been using Alipay the entire time in China. It just works, everywhere, instantly. And the more I used it the more curious I got about… pic.twitter.com/ilb0C5qmEu
AI will make it extremely easy for African founders to build.
The hardest part, and the one thing I really want more people to work on, will be distribution. Go out and find customers, get money, prove that whatever you're building is actually worth building, before going to…
While in Silicon Valley, it was great to catch up with @sundarpichai, CEO of @Google and Alphabet, to discuss the future of Artificial Intelligence & emerging technologies, and what MEPs in @Europarl_EN are doing to ensure Europe is able to lead in shaping the future.
India's deep tech funding just hit $931M in the first four months of 2026. A 70% jump year on year.
More capital flowing into deep tech means more companies being built, funded, and more technology reaching the point where it needs to be understood by people outside the lab.… pic.twitter.com/Jv1YQ1pUik
