Jaymin Shah
@JayminSOfficial • 87,561 subscribers
🚀 CEO, Building Creative Trust @wearetmsg |💰Angel Investor | FinTech | Climate Hawk | 🧳✈️ part-time traveler | Stay Humble. Hustle Hard ♥️
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Breaking news: My research team now works 24/7 Plot twist… it’s AI. For 8 years of investing in Indian markets, my routine looked the same. Multiple tabs open. Global conflict updates. Oil prices. Currency moves. Policy reactions. Cross-checking sources. Trying to connect dots fast enough before markets react. This week, I did something different. I asked Perplexity Computer to generate a news-style clip explaining global geopolitical tensions and their impact on Indian markets. Within minutes, I had structured coverage that felt like traditional financial media. Clear breakdown of conflict zones. Strait of Hormuz explained in context. Crude oil implications for India simplified. Inflation and market sensitivity logically connected. It felt like having a macro analyst and news editor sitting next to me. The real shift is this: Information alone no longer creates advantage. Speed, synthesis, and clarity do. AI compresses research time and expands perspective. That combination compounds for anyone serious about investing. Last week I built a Bloomberg-style workflow using AI. This week I generated macro coverage in minutes. 2026 investing feels different. Are you still researching the old way, or building with AI?
Jaymin Shah507,138 次观看 • 3 个月前
The $1 trillion narrative around NVIDIA becomes clearer when structured against actual numbers and timelines. 1. 𝗧𝗵𝗲 𝗯𝗮𝘀𝗲𝗹𝗶𝗻𝗲 In 2020, NVIDIA generated ~$10.9B in annual revenue 2. 𝗧𝗵𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝗰𝘂𝗿𝘃𝗲 FY2022 → ~$26.97B FY2024 → ~$60.9B FY2025 → ~$130.5B FY2026 → ~$215.9B ~𝟮𝟬𝘅 𝗴𝗿𝗼𝘄𝘁𝗵 𝗶𝗻 𝘀𝗶𝘅 𝘆𝗲𝗮𝗿𝘀 🤯 3. 𝗧𝗵𝗲 𝗱𝗲𝗺𝗮𝗻𝗱 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 At GTC, Jensen Huang outlined: ~$1 trillion in cumulative demand for Blackwell and Vera Rubin through 2027 up from ~$500B projected through 2026 just one year ago Demand expectations doubled within 12 months 4. 𝗧𝗵𝗲 𝘀𝗰𝗮𝗹𝗲 𝗰𝗼𝗻𝘁𝗲𝘅𝘁 ~$1T across two product lines ≈ ~4.6x FY2026 revenue This excludes gaming, automotive, and other segments Even ~50% conversion implies a pathway toward ~$500B annual revenue within this decade 5. 𝗧𝗵𝗲 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗯𝗮𝗰𝗸𝗱𝗿𝗼𝗽 Top cloud companies are expected to invest ~$700B in data center infrastructure in 2026 Long-term projections point toward ~$3T–$4T annually by 2030 6. 𝗧𝗵𝗲 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝗹𝗼𝗼𝗽 AI adoption → rising inference demand Inference demand → infrastructure investment Infrastructure → higher capability Capability → increased usage 𝐀 𝐜𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐜𝐲𝐜𝐥𝐞 7. 𝗧𝗵𝗲 𝘀𝗵𝗶𝗳𝘁 Compute evolves into a primary economic layer Every AI interaction consumes it Every enterprise integrating AI scales it 𝗙𝗶𝗻𝗮𝗹 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆: The next decade aligns growth with access to compute And the companies controlling it define the pace and limits of that growth
Jaymin Shah306,435 次观看 • 3 个月前
Andrej Karpathy 𝗷𝘂𝘀𝘁 𝗺𝗮𝗽𝗽𝗲𝗱 𝘁𝗵𝗲 𝗲𝗻𝘁𝗶𝗿𝗲 𝗨.𝗦. 𝗷𝗼𝗯 𝗺𝗮𝗿𝗸𝗲𝘁 𝗯𝘆 𝗔𝗜 𝗲𝘅𝗽𝗼𝘀𝘂𝗿𝗲. The results challenge many assumptions about the future of work. Andrej Karpathy pulled 𝟯𝟰𝟮 𝗼𝗰𝗰𝘂𝗽𝗮𝘁𝗶𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝗨.𝗦. 𝗕𝘂𝗿𝗲𝗮𝘂 𝗼𝗳 𝗟𝗮𝗯𝗼𝗿 𝗦𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝘀 𝗱𝗮𝘁𝗮 𝗮𝗻𝗱 𝘀𝗰𝗼𝗿𝗲𝗱 𝗲𝗮𝗰𝗵 𝗷𝗼𝗯 𝟬–𝟭𝟬 𝗯𝗮𝘀𝗲𝗱 𝗼𝗻 𝗲𝘅𝗽𝗼𝘀𝘂𝗿𝗲 𝘁𝗼 𝗔𝗜. The rule behind the scoring was simple. If the work happens entirely on a screen and the output stays digital, AI exposure rises sharply. Some examples: Plumber: 1/10 Carpenter: 2/10 Chef: 2/10 Teacher: 5/10 Accountant: 7/10 Lawyer: 8/10 Customer service: 9/10 Data entry clerk: 10/10 Across all 𝟯𝟰𝟮 𝗼𝗰𝗰𝘂𝗽𝗮𝘁𝗶𝗼𝗻𝘀, 𝘁𝗵𝗲 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗲𝘅𝗽𝗼𝘀𝘂𝗿𝗲 𝗹𝗮𝗻𝗱𝘀 𝗮𝘁 𝟱.𝟯/𝟭𝟬. One insight stands out immediately. Higher income knowledge workers show 𝗴𝗿𝗲𝗮𝘁𝗲𝗿 𝗲𝘅𝗽𝗼𝘀𝘂𝗿𝗲 𝘁𝗵𝗮𝗻 𝗺𝗮𝗻𝘆 𝗺𝗮𝗻𝘂𝗮𝗹 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝘀. For decades the automation narrative focused on factory workers and repetitive labor. AI shifts that narrative. Machines struggle with 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗲𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁𝘀, 𝗱𝗲𝘅𝘁𝗲𝗿𝗶𝘁𝘆, 𝗮𝗻𝗱 𝗿𝗲𝗮𝗹 𝘄𝗼𝗿𝗹𝗱 𝘂𝗻𝗽𝗿𝗲𝗱𝗶𝗰𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆. At the same time they perform extremely well with 𝗹𝗮𝗻𝗴𝘂𝗮𝗴𝗲, 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀, 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻, 𝗰𝗼𝗱𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗽𝗮𝘁𝘁𝗲𝗿𝗻 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻. These tasks define a large portion of modern white collar work. The divide moving forward may look less like 𝗯𝗹𝘂𝗲 𝗰𝗼𝗹𝗹𝗮𝗿 𝘃𝘀 𝘄𝗵𝗶𝘁𝗲 𝗰𝗼𝗹𝗹𝗮𝗿 and more like 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝘄𝗼𝗿𝗸 𝘃𝘀 𝗽𝘂𝗿𝗲𝗹𝘆 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝘄𝗼𝗿𝗸. The deeper shift revolves around 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗰𝗼𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻. AI enables one skilled professional to produce the output that previously required 𝗲𝗻𝘁𝗶𝗿𝗲 𝘁𝗲𝗮𝗺𝘀. The labor market begins shifting from 𝗵𝗲𝗮𝗱𝗰𝗼𝘂𝗻𝘁 𝘁𝗼𝘄𝗮𝗿𝗱 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗲. Fewer workers, dramatically higher output per worker. 𝗜𝗻𝗱𝗶𝗮 𝘀𝗶𝘁𝘀 𝗮𝘁 𝗮 𝗳𝗮𝘀𝗰𝗶𝗻𝗮𝘁𝗶𝗻𝗴 𝗽𝗼𝗶𝗻𝘁 𝗶𝗻 𝘁𝗵𝗶𝘀 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻. Over three decades India built global strength around 𝗜𝗧 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀, 𝗼𝘂𝘁𝘀𝗼𝘂𝗿𝗰𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝘄𝗼𝗿𝗸. Many of those roles sit directly inside the AI exposure zone. At the same time India holds a major advantage in 𝘀𝗰𝗮𝗹𝗲, 𝘆𝗼𝘂𝗻𝗴 𝘁𝗮𝗹𝗲𝗻𝘁, 𝗮𝗻𝗱 𝗿𝗮𝗽𝗶𝗱 𝗔𝗜 𝗮𝗱𝗼𝗽𝘁𝗶𝗼𝗻. A strong pivot toward 𝗔𝗜-𝗻𝗮𝘁𝗶𝘃𝗲 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 𝗮𝗻𝗱 𝗔𝗜-𝗮𝘂𝗴𝗺𝗲𝗻𝘁𝗲𝗱 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 could transform India from the world’s back office into one of the world’s largest 𝗔𝗜 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗲𝗻𝗴𝗶𝗻𝗲𝘀. The countries that win the AI era will build the most 𝗔𝗜-𝗮𝗺𝗽𝗹𝗶𝗳𝗶𝗲𝗱 𝘄𝗼𝗿𝗸𝗲𝗿𝘀. source:
Jaymin Shah268,273 次观看 • 3 个月前
I usually skip benchmark comparisons. They're almost always picked to flatter. But EgoSchema is different. It measures first-person, egocentric video understanding. The AI equivalent of “look through the robot's eyes and tell me what happened.” I spent some time testing Perceptron Mk1 (“Mark One”) on the robotics workflows Perceptron walked me through, and the EgoSchema result suddenly made a lot more sense. Perceptron Mk1 scored 80.60% on it. Gemini 3.1 Flash Lite scored 62.4%. That's a completely different level of understanding. Most frontier models were trained on the internet through text, images, and static content. The physical world works differently. Context lives across time. The critical moment rarely exists in a single frame. And that's exactly where production deployments start mattering. Manufacturing QC. Robotics data pipelines. Security footage. Everything is temporal. Native video reasoning. Temporal grounding. Structured output. Perceptron calls it “Mk1” because it marks the beginning of their closed-model series for physical-world intelligence, and honestly, the name fits. It feels engineered for deployment, not just demos. Feels like one of the first video AI systems being built around how the physical world actually behaves instead of adapting static-image intelligence into video later.
Jaymin Shah116,425 次观看 • 1 个月前
As someone working in Advertising and PR, this year’s trust data reads like a strategic reset for our industry! The Edelman Trust Barometer 2026 report shows 70% of people globally hesitate to trust someone who differs from them in values, beliefs, or background. Only 32% believe the next generation will be better off. Exposure to differing political viewpoints has fallen to 39%, and 76% say distrust across differences has become a national problem. Together, these shifts point to a structural change in how trust is formed. The institutional hierarchy reinforces this direction. 78% of employees trust their employer to do what is right. Business stands at 64%, NGOs at 58%, media at 54%, and government at 53%. Trust is concentrating around lived experience. Confidence rises inside workplaces while weakening across larger systems. For brand builders, that reshapes the equation. Mass messaging alone cannot bridge divided interpretations. Cultural visibility no longer guarantees shared meaning. Influence flows through internal culture, leadership behavior, and employee credibility. One statistic stands out: 42% would switch departments rather than report to a manager with different values. Identity alignment is shaping workplace decisions. Internal cohesion now directly influences external legitimacy. Employee experience and brand experience operate as one system. The risk is rising insularity. As hesitation to trust across differences grows, organizations can default to comfort and similarity, limiting collaboration and strategic adaptability. Leaders therefore carry a clear mandate. They must act as trust brokers by engaging across differences, enabling constructive dialogue, and making accountability visible. Trust is built through consistent decisions and behavior that matches stated values. Rebuilding trust across institutions and within teams is essential for sustained progress. Trust enables alignment. Alignment enables execution. Execution strengthens reputation. From a communications standpoint, this is the inflection point: Reputation will outperform reach. Credibility will outperform creativity. Trust architecture will outperform attention spikes. In 2026, brands investing in internal trust, leadership transparency, and value clarity will build durable equity. Those pursuing visibility without coherence will struggle to sustain relevance. Appreciation to the Edelman Trust Institute team for the longitudinal data informing this shift in the communications playbook. For the complete global data and insights, download the 2026 Edelman Trust Barometer Report here:
Jaymin Shah116,420 次观看 • 4 个月前
Cheap is lazy. Value is clever. And Tesco just made that point with pineapple-on-pizza brilliance, and surely 'Can't Argue with That.' Tesco Ireland’s latest campaign by BBH Dublin delivers a sharp 60-second spot and marks a full-circle brand move from price-point chasing to emotionally resonant storytelling. From transactional mechanics to cultural contribution, it shows what real value means. What could have remained a price-match message becomes something deeply human. At the centre is a bold, confident line: “Can’t argue with that” – a phrase that captures the emotional satisfaction of spending smart and spending well. From 🍍-on-🍕 debates to the correct tea shade, the campaign taps into Irish culture with humour and heart. Backed by Clubcard Prices and Aldi Price Match, every touchpoint from TV to TikTok, billboards to bus shelters, delivers the same message with consistency and charm. A strong reminder that value is a feeling. Speaking to that helps brands sell more and stay memorable. As a marketer, I see this campaign as a strategic example of how to move beyond price-based competition by embedding cultural relevance and emotional connection into brand messaging. It demonstrates how aligning storytelling with consumer identity creates deeper loyalty and long-term brand strength, something every brand should aim for in today’s crowded marketplace. Kudos to Bartle Bogle Hegarty (BBH) (Publicis Groupe) for supporting TescoIrl in creating such a beautiful and humorous ad that helps redefine how we talk about value, and to Mindshare for crafting a phenomenal media plan alongside client marketing as always. #MarketingStrategy #BBH #Tesco #RetailMarketing #BrandBuilding #CreativeThinking #Marketing #FMCG #creativity #AdFilm #Branding #AdInspiration #AdCampaign #Creative #Advertising #CreativeStrategy
Jaymin Shah147,045 次观看 • 1 年前
“Show them what crazy can do.” Few lines capture the essence of belief like that. When Nike released “Dream Crazier”, it set out to create alignment and chase meaning. The campaign showed women their strength in its truest form. From Simone Biles’ gravity-defying routines to Ibtihaj Muhammad fencing through stereotypes, every frame carried depth, defiance, grace, and a quiet kind of revolution. Its timelessness comes from honesty. It embraced raw emotion and transformed discomfort into power. As a marketer, I often think great brands shape culture, they mirror progress and push it forward. Nike did that again. It took a word once used to silence women and turned it into a manifesto of possibility. Almost 6 years since its release, this montage-driven ad continues to remind us that every time a woman dreams bigger, fights harder, and pushes further, she paves the way for generations to come. “Dream Crazier” became a campaign about the human spirit, seen through a woman’s lens. That’s what makes it eternal. Credits: Brand: Nike Brand Team: Caroline Bleeker, Alex Lopez & Alicia Jenkins Ad Agency: Wieden + Kennedy Creative Director: Alberto Ponte & Ryan O'Rourke Art Director: Emma Barnett Copywriter: Alex Romans Production Company: Somesuch Producer: Suzie Greene-Tedesco Director: Kim Gehrig DOP: Jamie Laxton Editor: Peter Wiedensmith Year: 2019 #CampaignThrowback #Nike #DreamCrazier #AdvertisingWithPurpose #BrandBuilding #CreativeThinking #Marketing #creativity #AdFilm #Branding #CreativeStrategy #AdInspiration #AdCampaign #Creative #Advertising #BestAdCampaigns #Storytelling
Jaymin Shah73,090 次观看 • 7 个月前
You don’t expect a caveman sprinting through city streets to make you reflect on the soul of running. But that’s exactly what Craft Sportswear pulled off in their new campaign. It’s an ad that’s wild, playful, and surprisingly deep. It’s a beautiful case of a brand asking not “What are we selling?” but “Why do people care?” The answer? Freedom. Movement. That primal human instinct to run. What I love most, as someone who lives at the intersection of brand, business, and creativity, is how this film goes beyond showing the product and brings forward the philosophy. The message is subtle, the emotion is loud, and that’s rare. The decision to feature professional ultra-runner Tim Tollefson as a caveman, taking us on an "epic run" from nature to urban sprawl, is a stroke of creative genius. Craft Sportswear x Forsman & Bodenfors nailed the art of creative restraint, making this one of the most refreshing campaigns I’ve seen in a while. Congratulations to the whole team! #Marketing #CreativeThinking #BrandBuilding #CraftSportswear #AdInspiration #adcampaign #creative #advertising #marketing #creativity #adfilm #SportsBrand #Branding
Jaymin Shah74,120 次观看 • 1 年前
Let’s talk creative craft. The latest Audi A6 e-tron campaign blends automotive storytelling with a masterclass in visual rhythm, brand mood and design-led thinking. Inside a silent concert hall, a group sings an a cappella version of ‘I Like to Move It’. No CGI explosions. No range stats. Just light, syncopated with vocals. The panoramic sunroof choreographs emotion, transforming into an active character that dims, reveals and performs. It's rare to see tech turned into theatre like this. As a marketer and entrepreneur, I love seeing creative that sells without selling because it respects the viewer’s intelligence and keeps them engaged. When the product becomes the performer, the ad becomes the experience. Bravo BBH London and AUDI AG, Audi UK more of this please. #EVadvertising #Audi #BBH #A6Avantetron #CreativeCampaigns #AutomotiveInnovation #AdvertisingNews #CreativeThinking #BrandBuilding #AdInspiration #adcampaign #creative #advertising #marketing #creativity #adfilm #Branding
Jaymin Shah61,352 次观看 • 1 年前
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