Netizen

Friday, May 29, 2026

29: Himalayan Compute

Thought experiment: if every company suddenly had infinite free compute, what new products would emerge?

My take: with very few exceptions, not much would change. The bottleneck is figuring out what people want, and it’s not so easy to apply compute to solve that.
— David Lieb (@dflieb) May 29, 2026

Everest Day celebrates the first successful summit of Mount Everest on May 29, 1953 — a reminder of human courage, endurance, and adaptation.

But Everest is not only a story of altitude. It is a story of capacity.

The body survives extreme conditions by adapting - breath by… pic.twitter.com/DoxCBd44tE
— Dr. Shriram Nene (@DoctorNene) May 29, 2026

Hearty congratulations to all my Nepali friends and well wishesrs on Republic Day. May this day, a result of hard and long struggle by all Nepalis, continue to shine brighter and brighter.
— SUKH DEO MUNI (@SDMUNI) May 29, 2026

The average Indian founder who builds something that lasts is 34 at founding. Not 22. Not fresh out of IIT.

34, with a decade of domain experience, a real professional network, and enough savings to not need a salary for 18 months.

The myth of the young founder is a Valley…
— Kae Capital (@KaeCapital) May 29, 2026

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

Yes, too cautious.

Invest in this:

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

"Why bother building an AI startup when OpenAI and Anthropic will just eat you?"

Is there any point building an AI startup when the giant labs can apparently do everything.?

Short answer is yes.

Firstly, the thin wrapper era is dead. You take an OpenAI or Anthropic API, slap…
— Dara (@dara_venture) May 29, 2026

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

That number is the projected market valuation.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

I am urging Nisha to invest. Invest 50K now. Harvest 50M in 10 years. Conservative.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

The debasement of the US dollar has been highly destructive to American society.

We have young people who can't afford a home, gambling and porn ads are being shoved in our face, and a large portion of people are walking around in a state of depression or anxiety.

We went from…
— Anthony Pompliano 🌪 (@APompliano) May 29, 2026

The so-called dollar's privilege has not been a privilege.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

this is a great take

and actually lines up well with Clayton Christensen’s Conservation of Attractiveness of Profits, but instead of Profits think "differentiation"

When commoditization destroys attractive differentiation at one stage of the value chain, the opportunity to… https://t.co/cco83dq2t9
— Pukar C. Hamal 🏔🗽 🌁 (@pchamal) May 29, 2026

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

If these are the most relentless people Jared has worked with, they must be something else, because Jared has been a YC partner so long that the founders he's worked with comprise a hall of fame of relentlessness. https://t.co/f2CfbNVgzf
— Paul Graham (@paulg) May 28, 2026

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn @snowmaker
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

The best time to start was last year. The second best time is right now. The worst time is 'when things settle down.' They never will.
— Peter H. Diamandis, MD (@PeterDiamandis) May 29, 2026

Writing a full breakdown: How to break into Silicon Valley in 2026.

Mindset, sales, fundraising, bootstrapping, VCs, services, relationships, myths, life in general.

What am I missing? pic.twitter.com/VbxJds9TEk
— Marijana (@MakiHacks) May 29, 2026

Team up?

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

COUCH SURFING: A group of five friends in San Francisco were captured traveling around city streets sitting on a couch set atop two scooters late on Saturday, May 23.

The group sitting on the lounge, made it through an intersection, with onlookers cheering their safe passage as… pic.twitter.com/3hP4bu4Fm8
— ABC7 News (@abc7newsbayarea) May 28, 2026

I have friend circle who are working in these companies

1. Rubrik
2. Nk security
3. Google
4. Microsoft
5. Amazon
6. Apple
7. Stripe
8. Morgan Stanley
9. Jp Morgan
10. Walmart
11. GoDaddy
12. Innovaccer
13. Service Now
14. Uber
15. Detusche bank
16. Netwest

Soo goated…
— Shalini (@Shalini70856041) May 29, 2026

I know a bunch of people who work at Walmart. ;)
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

How can Apple not be on that list? That’s wild.
— Mike Rapp (@empathyx100) May 29, 2026

Apple missing AI is worse than Ballmer missing mobile.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

Changed my last name and fled the country 💍 pic.twitter.com/BPIKQ66od4
— Sarah Fong (@MilksandMatcha) May 28, 2026

Bro: Why do you have so many Gmail accounts?

Me: I’m a Claude free plan user pic.twitter.com/0D1xT4nN1K
— Mr Ash (@ash_twtz) May 29, 2026

This is one of the most underrated hiring philosophies I’ve seen.

The best people I’ve met in SF aren’t optimizing for an extra 10-20% salary.

They’re optimizing for:

ownership
speed
agency
who they get to build with
and the size of the problem they’re solving

Money matters.… https://t.co/XKzpTF49Ao
— Vatsalpandya333 (@Vatsalpandya333) May 29, 2026

A student once explained how wild pigs are trapped:

First, they are given free corn in the forest.
They return every day for the easy food.
Then slowly, fences are built around them, one side at a time.
At first they resist. Then they adapt.
Finally the gate shuts and the pigs,…
— Harsh Goenka (@hvgoenka) May 29, 2026

The real AI whitepill is: There will always be a market for translating what the 200 IQ people and agents make down to everyone else
— Garry Tan (@garrytan) May 29, 2026

This is just wild. Who can compete with this level of funding? https://t.co/mwhdq5PHc8
— Smita Prakash (@smitaprakash) May 29, 2026

It’s quite telling that as August marks half a decade since the Taliban’s return, they’ve successfully achieved their interests on their terms.

The world could not achieve a single diplomatic solution, not one, for women and girls.

5 years banned from school.
— Sara Wahedi (@SaraWahedi) May 29, 2026

Thank you @MIT for an amazing almost-decade 🥹❤️🦫💻. From frantically running down dorm row as a freshman always late to class, to rolling down chairs in the underground tunnels, to writing two theses while overlooking the Charles…I’m honored that MIT is the place I was able to… pic.twitter.com/DQ8LgyIFqF
— Jocelyn Shen (@jocelynjshen) May 29, 2026

Congrats.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

check DM
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn

The Founder: Profile By Adam Shuaibhttps://t.co/DuZYXyGuwm
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

SpaceX’s ~$1.5T IPO is a great reminder that the Elon method works:

Only human to found two separate $1T+ companies.
Everything he builds is at the intersection of 3 ridiculously unique ideas.

How Elon works and why I think it works: pic.twitter.com/gUpUx6F5lC
— Alex Bouaziz (@Bouazizalex) May 29, 2026

Recruiting talented, driven people is hard.

Only way to do it:
- They have to look forward to working in the morning - if they don't like it, it's done.
- They must feel fairly rewarded financially.
- The best people in the world want to do something that truly matters. pic.twitter.com/Er84z3IdoD
— Alex Bouaziz (@Bouazizalex) May 29, 2026

Elon operates like a robotic, sequential, problem-solving machine.

He isolates the biggest bottleneck at any point in time and works uninterruptedly until it's removed. Then he moves on to the next.

Speed + hurdle clearing wins.

Great take by @pmarca pic.twitter.com/un2nOgiuoW
— Alex Bouaziz (@Bouazizalex) May 29, 2026

He instilled such extreme urgency that his teams do Elon-type work without Elon even being there. pic.twitter.com/N0smQUGRyu
— Alex Bouaziz (@Bouazizalex) May 29, 2026

Elon's method is about pointing in the right direction and going as fast as you can.

Since we started Deel, we try to apply this at every level.
Reply quickly, remove bottlenecks, don't block anyone's path.
What's for next week, why not do it now?

Speed compounds.
— Alex Bouaziz (@Bouazizalex) May 29, 2026

The 3 ideas:

1. Put everything back on the table and re-disrupt yourself until you win.
2. Go out of your way to recruit exceptional talent.
3. Set the right direction and go as fast as you can. https://t.co/QM6bvIzdma
— Alex Bouaziz (@Bouazizalex) May 29, 2026

he also transferred a great candidates wife who worked in google by talking with larry page so that he could get the candidate working in spacexhttps://t.co/BV8pgdi5cw
— amrit (@amritwt) May 29, 2026

No human would want to live on an inhospitable planet locked inside a base! It would be a nightmare. SpaceX is a huge fraud at the expense of savers and taxpayers. Don't get screwed by Elon Musk and Friends! https://t.co/4CseKGhczQ
— Giorgio House (@giorgio_house) May 29, 2026

I've hired a lot of people.

I like to set them up before we get cracking at the "interview"

look...you're in the room because your track record already did the talking. I don't need the resume read back to me.

What i actually want is what you've done, what you've survived,…
— Dara (@dara_venture) May 29, 2026

Yes
— Elon Musk (@elonmusk) May 29, 2026

In The Parasitic Mind, I discuss my mosquito phobia and how it is a perfectly rational and adaptive fear so I’m all for the eradication of these blood suckers! https://t.co/HLEiwO3Gc8
— Gad Saad (@GadSaad) May 29, 2026

Investing in round 1 is allowed. Don't miss.

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn

The Founder: Profile By Adam Shuaibhttps://t.co/DuZYXyGuwm
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn

The Founder: Profile By Adam Shuaibhttps://t.co/DuZYXyGuwm
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

Rishi. You should invest.

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn

The Founder: Profile By Adam Shuaibhttps://t.co/DuZYXyGuwm
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn

The Founder: Profile By Adam Shuaibhttps://t.co/DuZYXyGuwm
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

No company is untouchable. You know that. Iconic, yes. Untouchable?
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

All the people who ignored me when I reached out will look back and realize they were stupid to not support something this inevitable. And I will pick the conversation back up.

And the early backers of ours will be the proudest backers in the world. https://t.co/xQfzZP7pgu
— Parmita Mishra (@parmita) May 29, 2026

For an idea to be great it has to be non-obvious at the start, by definition.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

Just found out a friend I'd studied with @UWaterloo that graduated about a year and a bit ago who's been working at @AnthropicAI now has equity valued at roughly $20M

His equity when starting was worth ~$800K
Wow.
— Hassan (@HassanRIsmail) May 29, 2026

There’s a founder I think about a lot.

50k users. Growing revenue. Been building for 2 years.

He can tell you what his retention looks like and his churn points.

But he lives in Jakarta. So he can’t grab coffee with a Sequoia partner. He doesn’t know anyone who knows anyone.…
— dylan (@ThinksDylan) May 29, 2026

There are VCs in Singapore. He should go meet.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

Yup. https://t.co/MUspCjxYWg
— Chamath Palihapitiya (@chamath) May 29, 2026

people don’t talk enough about how fun this job is

i wake up grateful every day, working on a problem i care about, for customers i want to see win, surrounded by smart driven thoughtful people i love working with, backed by people i deeply respect

if you strip everything else…
— conor brennan-burke (@contextconor) May 29, 2026

Hire me as an outside consultant to show you the shortest path to unicorn status.

Marketing Escape Velocity: The Path To Unicorn Status And Beyond https://t.co/hUmu5bv6z0
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

I started when the world said I was too late. The world was wrong. pic.twitter.com/lGok2mvVjr
— DEBASHISH NEOGI (@DEBU_NEOGI) May 29, 2026

You should angel invest.

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn

The Founder: Profile By Adam Shuaibhttps://t.co/DuZYXyGuwm
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

No no my money just feels very underwhelming. https://t.co/pHc7BZDVY7
— Arushi Nayar (@WaterBaker) May 29, 2026

To those who think this is an AI bubble, it is not. Bubbles don’t rewrite every industry this fast.
— SrinathJ (@sri9s) May 29, 2026

There's an infinite well of things to do that could work that are of this kind https://t.co/tCoezthrig
— Garry Tan (@garrytan) May 29, 2026

The seller of a $2.9 million San Francisco home is accepting payment in Anthropic or OpenAI stock.
The listing went live <24 hrs ago, and the agent's phone has been blowing up since, per @thebenbergman pic.twitter.com/ZEjJ1O2mBU
— Rya Jetha (@ryajetha) May 28, 2026

Can you imagine?

✅ Share your maker story!
✅ What are you building?
✅ How would your team spend $100K?
🛑Who do you like to bang? https://t.co/HrTnBF157x
— Danielle Strachman 💗 🐈 💃 🪴 🎸 🎨 🐕 (@DStrachman) May 29, 2026

A little glimpse into building at 9,000 feet in the high Himalayas.
-Jomsom, Nepal pic.twitter.com/tca4Ujubb2
— Damon Zumbroegel (@DamonZumbroegel) May 29, 2026

Himalayan Compute: 10 Years To A Trillion: Detailed Roadmaphttps://t.co/EOVYr5utRn

The Founder: Profile By Adam Shuaibhttps://t.co/DuZYXyGuwm
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026

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Friday, May 29, 2026

29: Himalayan Compute