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description=Thiyagarajan M (Rajan), builder at Kalmantic Labs. No AGI without peak tokens per watt per dollar. Inference economics, agents, and ideas made simple enough for an eleven-year-old.;

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thiyagarajan m rajan thiyagarajan m rajan builder kalmantic labs in ai since computer vision bangalore san francisco no agi without peak tokens per watt per dollar next chokepoint battle is open inference for kids you know an answer is good when a child can repeat it back that is the test i trust most in seeking better explanations i keep asking why down to first principles through the mental models until what is left is a metaphor a child can hold my nephew avnish keeps me honest he will not pretend to follow these began as books for him the quakeview ideas that moved the ground under me taleb naval housel fred wilson small enough to hand to a kid i print them for friends online they are free taleb for kids the first made during covid the whole incerto risk and uncertainty small enough for a child to carry naval for kids grew out of a post i wrote hunting for anyone who thinks better than naval morgan housel for kids an interpretation of psychology of money not a summary a gaze view of life against a goal driven one avc for kids avnish asked what a vc does twenty years of fred wilson but the 100 bets after taught me more computer vision was my favourite subject at iiit h later i built a startup hand crafting sift vectors the work moved through intuit through enterprise software through a few ai winters then the timing caught up and now everyone can see it i am back to building the lab is kalmantic labs i still make the bamboo shoot pre seed bets that sv ignores at upekkha many companies in so far the early end of the market is where i learned to see the writing here runs alongside the lab essays for the people building into this pieces who will beat anthropic the winner will not have a better model it will have cheaper inference may 2026 anthropic vs nemoclaw may 2026 why the model labs became it services may 2026 more on substack selected writing freshstart refounding march 2026 naval is a honeypot for first principle thinkers january 2018 bhajan gita and veda level thinking november 2017 framework frameworks i have found useful in ai thinking the scaling law satya nadella s successor to moore s law the wall is on your slope the crossing is already on the calendar the jensen loop ooda dies when everyone is fast descend identify verify execute the loop for navigating fog not adversaries papers i read the foundational papers decoded five perspectives each in plain english ai papers that were right too early 37 papers that called it early transformers rlhf chain of thought react r1 each broken down five ways into plain english kalmantic labs the kalman filter is where i learned to find signal in noise kalmantic carries that lineage an agentic lab working on inference economics agent infrastructure nemoclaw strategy and the long arc of systems that think code peakinfer and peakweights papers seclens with subho at mattersec lab peakweights with vamshi ambati also agentic operator model is the easy part and agentic enterprise five books so far more at kalmantic com side projects small experiments that escaped containment nameornot com yes or no on any startup name fast ultasuno com reverse engineer any song into a suno prompt also founderchart ideaeval and docopic computer vision saas venture agent inference systems substack medium twitter linkedin rk on ai kalmantic