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@tanayj Avatar @tanayj Tanay Jaipuria

Tanay Jaipuria posts on X about stack, infra, goldman sachs, applovin the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Followers: XXXXXX #

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Social Influence #

Social category influence technology brands X% stocks XXX% finance X% exchanges XXX% luxury brands XXX% automotive brands XXX% cryptocurrencies XXX%

Social topic influence stack 0.5%, infra 0.5%, goldman sachs 0.5%, applovin 0.5%, coinbase 0.5%, $hood 0.5%, meta 0.5%, $15b 0.5%, $75b 0.5%, $race XXX%

Top accounts mentioned or mentioned by @mattturck @bexelinitiative @a16z @45wallst @saroshssnair @itzsuds @skbjml @haridigresses @deedydas @mrrazzi17 @vedantxn @sqs @pitdesi @leveredvlad @goldmansachs @davidu @twilio @probyshandilya @neondatabase @hypersoren

Top assets mentioned Goldman Sachs (GS) Applovin Corporation (APP) Coinbase Global, Inc. (COIN) Robinhood Markets, Inc. (HOOD) Ferrari N.V. (RACE) Salesforce Inc (CRM) Cream (CRM) Brinker International, Inc. (EAT) Harley-Davidson, Inc. (HOG) WOOF (WOOF) Muhdo Hub (DNA) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Sign of the times: headhunters who typically place bankers and consultants into investing roles are now also placing them into data labeling contract roles for frontier labs"
X Link @tanayj 2025-10-14T20:44Z 70.1K followers, 2251 engagements

"Some notes from @OpenAI's podcast on their partnership with Broadcomm: - Co-developing a custom AI chip and full system stack for OpenAIs workloads. - First deployments end of next year then a rapid three-year ramp targeting XX GW incremental capacity - Sam calls current AI infra buildout as biggest joint industrial project in human history. - Used OpenAI's LLMs while designing the chip to pull forward timeline by months - Goal is to maximize intelligence per watt - will have different chips optimized for different workloads (training/inference etc)"
X Link @tanayj 2025-10-15T01:15Z 70.1K followers, 4875 engagements

"Clay's trajectory is a reminder that sometimes things take a while to bake (h/t: @edsim)"
X Link @tanayj 2025-04-22T20:40Z 70.1K followers, 43.9K engagements

"good chart by @GoldmanSachs on AI exposure by industry"
X Link @tanayj 2025-10-02T02:21Z 70.1K followers, 187.6K engagements

"@skbjml are these pre-investment during diligence or some post-investment"
X Link @tanayj 2025-10-13T02:51Z 70.1K followers, XXX engagements

"Applovin Robinhood and Emcor Group will be added to the S&P500 in the coming weeks. The previous X additions are: - Interactive Brokers - Block - The Trade Desk - Datadog - Coinbase"
X Link @tanayj 2025-09-05T21:31Z 70.1K followers, 8420 engagements

"@centredevils he's talking about the #10 role for those wondering"
X Link @tanayj 2025-10-14T04:48Z 70.2K followers, 6381 engagements

"@jeff_weinstein @Walmart amazon making the wrong call here sigh"
X Link @tanayj 2025-10-14T18:23Z 70.2K followers, XXX engagements

"Saquon Barkley's angel portfolio is wild. Anthropic Ramp Anduril Cognition among others"
X Link @tanayj 2025-09-03T18:41Z 70.2K followers, 1.1M engagements

"Meta poached Andrew Tulloch from @thinkymachines after he initially turned down a $1.5B offer. One way to rationalize the comp: Meta will spend $75B+ in CapEx/yr. The 1015 core researchers they're poaching are the hedge-fund managers of that compute. They get paid "management fees" like numbers in compensation to maximize ROI on that capex"
X Link @tanayj 2025-10-15T23:16Z 70.1K followers, 137.9K engagements

"Clever stock tickers that double as a pitch: $RACE: Ferrari $CRM: Salesforce $WOOF: Petco $EAT: Brinker (Chilis / Maggianos) $HOG: Harley-Davidson $DNA: Ginkgo Bioworks Any others"
X Link @tanayj 2025-08-21T02:56Z 70.1K followers, 14.1K engagements

"Analysis from Goldman on valuations today vs Dec 99"
X Link @tanayj 2025-09-24T18:46Z 70.1K followers, 280.7K engagements

"iconic response to the ChatGPT launch"
X Link @tanayj 2025-10-01T17:56Z 70.2K followers, 654.3K engagements

"Canva's financials per co-founder @cliffobrecht: - $4b in revenue at end of this year - Growing XX% y/y with reaccelerating growth - $1b of cash on balance sheet - Profitable for last X years Incredible business"
X Link @tanayj 2025-10-13T21:38Z 70.1K followers, 24.6K engagements

"Google monthly AI token volume: Apr 2024: 10T tokens Dec 2024: 50T tokens May 2025: 480T tokens Jul 2025: 980T tokens Oct 2025: XXX Quadrillion tokens"
X Link @tanayj 2025-10-10T02:14Z 70.1K followers, 4896 engagements

"Analysis from @EpochAIResearch on where OpenAI spent their $7B in compute last year: - $4.5B on experiments and training runs - $0.5B on final model training runs primarily GPT XXX - $2B on inference"
X Link @tanayj 2025-10-16T01:53Z 70.1K followers, 3159 engagements