BPS Investments

Anthropic is way ahead of the decades old top Indian IT companies, see from the image enclosed here.
Nifty IT fell 21% on February 26,marking the worst since the 2008 financial crisis.

Indian IT which runs on the principle of Build per hour⌚ + per seat 💺can see 🙈 being thrown to thirdman, though I have a different view 🪟 for Infosys (Topaz AI system) & TCS, rest No idea💡

The combined AI infra spend by Google + Amazon + Meta + Microsoft is projected to hit 🎯 $660 billion.

Business subscriptions for Claude have quadrupled since the start of the year.See the kind of growth 💹 & mkt expectations + interest.

Their blunt warning ⚠️ they expect AI to be capable of fully automating top 🎩 tier human research teams by 2027.

The last point before I end🔚

Google cloud's AI driven revenue jumped 🦘48% in the last quarter 🌛 of 2025 Google's $71 billion cloud ☁️ runrate is now mostly driven by AI infra.....
Any idea 💡 why
When the MD of Google who is himself an AI, how.....

Sunder PichAI

Your thoughts pl

मला वाटते , छत्रपती शिवाजी महाराज हे एक उत्तम गुंतवणूक गुरु सुद्धा होते, मला जे वाटले आणि पटले ते मी इथे मांडले आहे, बघा तुम्हाला काय वाटते.