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ERP is a large + mission critical software category that is dominated by incumbents born in the prior century (SAP 1970s, Quickbooks 1980s, Netsuite 1990s). A lot has changed since then. Everest is re-inventing ERP from the ground up leveraging the latest advancements in AI! Brad Gerstner and I... show more

Apoorv Agrawal

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🤖 Microsoft’s approach to headcount in the AI era: "I will say we will grow a headcount, but the way I look at it is that headcount we grow will grow with a lot more leverage than the headcount we had pre ai. And that's the adjustment. I think structurally you are seeing first, right? Which is one you called it 'getting fit.' — Satya Nadella on Bg2 Pod with Brad Gerstner and Sam Altman w/ Brad Gerstner adding: "I think we're on the verge of incredible economic productivity growth."

🤖 Microsoft’s approach to headcount in the AI era: "I will say we will grow a headcount, but the way I look at it is that headcount we grow will grow with a lot more leverage than the headcount we had pre ai. And that's the adjustment. I think structurally you are seeing first, right? Which is one you called it 'getting fit.' — Satya Nadella on Bg2 Pod with Brad Gerstner and Sam Altman w/ Brad Gerstner adding: "I think we're on the verge of incredible economic productivity growth."

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Three years ago today, we rebranded as Peak XV (Peak Fifteen), the original name of Mount Everest. The name speaks directly to our ambition: to aim for the highest peak there is, and to partner deeply with world-class founders making the climb. Over the last few years, we have continued to evolve, expanding our presence across regions, deepening our work in AI and deeptech, and partnering with founders building for global maxima. Today, we are unveiling a refreshed brand identity and website that reflect this evolution while staying rooted in the values and beliefs that define us. Our new logo and visual system are inspired by Everest and the climb itself: the rugged terrain, the essential tools, and the shared discipline, resilience, and belief required to reach the summit. Explore our new look at and watch our latest brand film below. We're as optimistic about the future as we've ever been. Never settle in the foothills. Shailendra J Singh Rajan Anandan Sakshi Chopra Abhishek Mohan mohit bhatnagar G V Ravi Shankar Rohit Agarwal

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We asked Brad Gerstner about the future of AI and America. "The age of AI is going to be the biggest supercycle of our lifetimes." "But it's going to lead to a lot of dislocation. The world will end up in a better place, but it doesn't mean that everybody ends up in a better place." "We need our best and brightest to rethink the social contract in a way that holds this fragile experiment (that is America) together." "We can't take for granted that we can go through this magnitude of change that AI is going to bring and that nothing will break."

We asked Brad Gerstner about the future of AI and America. "The age of AI is going to be the biggest supercycle of our lifetimes." "But it's going to lead to a lot of dislocation. The world will end up in a better place, but it doesn't mean that everybody ends up in a better place." "We need our best and brightest to rethink the social contract in a way that holds this fragile experiment (that is America) together." "We can't take for granted that we can go through this magnitude of change that AI is going to bring and that nothing will break."

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In Gaza, I grew up and worshiped in a church that was built in the third century, and our ancestors have lived there since. However, Palestinian Christians feel as if the Western Christendom has decided that it is "God's will" for us to be ethnically cleansed from our land.

In Gaza, I grew up and worshiped in a church that was built in the third century, and our ancestors have lived there since. However, Palestinian Christians feel as if the Western Christendom has decided that it is "God's will" for us to be ethnically cleansed from our land.

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A big week starts in the hangar. It’s Monday at Joby, and we’re checking in with our Flight Test Mechanics. From pushing the operational envelope to helping us hit mission-critical benchmarks, this team is the heart and soul of what makes us fly day in and day out. Oh, and we’re hiring! Learn how you can join our mission. 👇

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Tillis on NATO: China can match up against a lot of our platforms. What they have no prayer of ever matching up against is the strength of our alliances. The language in the NDAA in 2024, that was actually supported by then Senator Rubio is unambiguous. It's the senate's and the congress's role to determine whether or not we withdraw from the alliance. And that is with a 67 vote threshold. Congress supports the alliance, and it will be foundational to our national security, I think, for the history of our nation.

Tillis on NATO: China can match up against a lot of our platforms. What they have no prayer of ever matching up against is the strength of our alliances. The language in the NDAA in 2024, that was actually supported by then Senator Rubio is unambiguous. It's the senate's and the congress's role to determine whether or not we withdraw from the alliance. And that is with a 67 vote threshold. Congress supports the alliance, and it will be foundational to our national security, I think, for the history of our nation.

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We are working on the results of our recent negotiations – meetings in Europe and discussions with our partners. I had a conversation with President Biden, and we are preparing for meetings in Ukraine with the American team, including political and military representatives. We are developing our Victory Plan in discussions with our partners. Additionally, preparations for the second Peace Summit – good faith diplomacy – are underway. Our goal is to end the war in a way that guarantees safety and peace for all Ukrainians and for Ukraine as a whole. I am grateful to every leader and every country that has understood our security arguments and is ready to help steer the current situation toward peace.

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My team and I are tackling the MAGA divide head on with a series of panel debates- our first being conservative Boomers vs. conservative Millennials. The only way out is through. We believe getting this all out in the open is our only chance of re-finding common ground. Can’t wait for you all to see!

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Zach Pandl says financial privacy has been in a decades-long bear market, and AI is the catalyst that ends it: "Our thesis is that's at an inflection point, driven above all by AI. That's the major technological change in our world right now, and it raises real questions about privacy and the surveillance tools coming in the next few years." "The Zcash thesis, the Zama thesis, we're just getting started, and there's potentially significant upside to some of these assets."

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#Breaking Prime Minister Keir Starmer in a statement to the House of Commons ‘It is important for me to say that our bases in Cyprus are not being used by US bombers. The security of our friends and partners in Cyprus is of critical importance. And I want to be clear, the strike on Akrotiri in Cyprus was not in response to any decision we’ve taken. In our assessment the drone was launched prior to our announcement.’

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CENTCOM COMMANDER, ADMIRAL BRAD COOPER: “I just could not be prouder of our men and women in uniform, leveraging innovation to create dilemmas for the enemy.” “There is no adversary too determined, no mission too difficult for the great soldiers, sailors, airmen, marines, guardians, and Coast Guardsmen that make up the most powerful military the world has ever seen.” “Our military objectives are crystal clear, and our people are executing an immensely complex and historic mission with relentless lethality, conviction, and professionalism." "And we've just begun. But I have the utmost confidence that we, alongside our partners, will absolutely achieve our military objectives. To all our warriors, Godspeed.”

CENTCOM COMMANDER, ADMIRAL BRAD COOPER: “I just could not be prouder of our men and women in uniform, leveraging innovation to create dilemmas for the enemy.” “There is no adversary too determined, no mission too difficult for the great soldiers, sailors, airmen, marines, guardians, and Coast Guardsmen that make up the most powerful military the world has ever seen.” “Our military objectives are crystal clear, and our people are executing an immensely complex and historic mission with relentless lethality, conviction, and professionalism." "And we've just begun. But I have the utmost confidence that we, alongside our partners, will absolutely achieve our military objectives. To all our warriors, Godspeed.”

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Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

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I loved our wide-ranging conversation with Alexandr Wang of Scale AI in this week's Social Radars. Scale has been supplying training data to a lot of the big AI models since 2016, so he has a deep understanding of where AI is and where it's going.

I loved our wide-ranging conversation with Alexandr Wang of Scale AI in this week's Social Radars. Scale has been supplying training data to a lot of the big AI models since 2016, so he has a deep understanding of where AI is and where it's going.

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Ubuntu Tribe is taking over the Africa CEO Forum in Kigali! 🌍✨ Our team has been on the ground networking with global leaders and sharing how we’re leveraging blockchain to revolutionize gold-backed digital assets. From networking with Global titans like Visa to high-level interviews, the energy at #ACF2026 is electric. The mission? Together We Rise. 🦋

Ubuntu Tribe is taking over the Africa CEO Forum in Kigali! 🌍✨ Our team has been on the ground networking with global leaders and sharing how we’re leveraging blockchain to revolutionize gold-backed digital assets. From networking with Global titans like Visa to high-level interviews, the energy at #ACF2026 is electric. The mission? Together We Rise. 🦋

Ubuntu Tribe

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Our Kickstarter for Dad by the Sword is up, along with a playable demo! This is our First Person Swordfighter with dynamic slicing that I've been working on since the launch of Death Road to Canada! Check it out here: Please retweet and get the word out!

Our Kickstarter for Dad by the Sword is up, along with a playable demo! This is our First Person Swordfighter with dynamic slicing that I've been working on since the launch of Death Road to Canada! Check it out here: Please retweet and get the word out!

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Last week on CNBC Halftime, Brad Gerstner (Brad Gerstner) broke down the AI selloff — first with Scott Wapner (Scott Wapner), then alongside Jensen Huang (NVIDIA): With Scott Wapner on markets + AI CapEx: "There's a fog of war when the rate of change goes parabolic." "When the smartest guys in the world — Sundar, Elon, Andy Jassy, Mark Zuckerberg — are all saying we are going to earn a return on this investment, my bet is on them." With Jensen Huang on AI infrastructure + U.S. competitiveness: "This is like building the interstate highway system — $700 billion of investment, all funded by profitable private companies in America." "Could you imagine being large early investors in Google, Amazon, and Meta? Incredible. And that's what we're looking at." As founder of Invest America | Trump Accounts | Trump Accounts, Brad is focused on ensuring every American has a stake in the future being built. Watch the conversation 👇

Last week on CNBC Halftime, Brad Gerstner (Brad Gerstner) broke down the AI selloff — first with Scott Wapner (Scott Wapner), then alongside Jensen Huang (NVIDIA): With Scott Wapner on markets + AI CapEx: "There's a fog of war when the rate of change goes parabolic." "When the smartest guys in the world — Sundar, Elon, Andy Jassy, Mark Zuckerberg — are all saying we are going to earn a return on this investment, my bet is on them." With Jensen Huang on AI infrastructure + U.S. competitiveness: "This is like building the interstate highway system — $700 billion of investment, all funded by profitable private companies in America." "Could you imagine being large early investors in Google, Amazon, and Meta? Incredible. And that's what we're looking at." As founder of Invest America | Trump Accounts | Trump Accounts, Brad is focused on ensuring every American has a stake in the future being built. Watch the conversation 👇

Altimeter Capital

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EVEREST IN 4 DAYS FROM SEA LEVEL, NEW WORLD RECORD, NEW ERA OF CLIMBING EVEREST 🙌🏽🙏🏽🙌🏽🙇- Huge Congratulations Andrew ! He has just become the fastest person to go from sea-level to the summit of Everest in 3 days 23 hours and 7 minutes. Andrew Ushakov had a dream to be the fastest person to do this challenge, and show a different way to attempt Everest. Normally Everest missions can take 50+days due to acclimatisation routines, but Andrew wanted to show that with dedication, training and lots of preparation and hypoxic training for acclimatisation (*including 400+ hours in a hypoxic tent), it could be done faster. At Elite Exped we want to help clients achieve their big dreams in a safe way – that’s our priority. Andrew started his challenge from Sea Level, starting at New York on May 15th at 00.30am and flying to Kathmandu, and then flying to Everest Base Camp. Then he and his team climbed from Base Camp and stood on the summit of Everest on May 19th date at 9.22am – meaning he completed the incredible feat in 3 days, 23 hours and 7 minutes! This new record is a triumph, not just for Andrew, but for everyone who believes in their dreams. Andrew only started climbing in 2020, he is not a full-time athlete, which makes this feat even more impressive. Huge Congratulations Andrew – Brother, we are proud to have helped you realise your dream! So proud of our Elite Exped team who supported Andrew’s record led by Tejan Gurung. #AndrewUshakov #4daystosummitEverest #Everest #EliteExped #Nothingisimpossible

EVEREST IN 4 DAYS FROM SEA LEVEL, NEW WORLD RECORD, NEW ERA OF CLIMBING EVEREST 🙌🏽🙏🏽🙌🏽🙇- Huge Congratulations Andrew ! He has just become the fastest person to go from sea-level to the summit of Everest in 3 days 23 hours and 7 minutes. Andrew Ushakov had a dream to be the fastest person to do this challenge, and show a different way to attempt Everest. Normally Everest missions can take 50+days due to acclimatisation routines, but Andrew wanted to show that with dedication, training and lots of preparation and hypoxic training for acclimatisation (*including 400+ hours in a hypoxic tent), it could be done faster. At Elite Exped we want to help clients achieve their big dreams in a safe way – that’s our priority. Andrew started his challenge from Sea Level, starting at New York on May 15th at 00.30am and flying to Kathmandu, and then flying to Everest Base Camp. Then he and his team climbed from Base Camp and stood on the summit of Everest on May 19th date at 9.22am – meaning he completed the incredible feat in 3 days, 23 hours and 7 minutes! This new record is a triumph, not just for Andrew, but for everyone who believes in their dreams. Andrew only started climbing in 2020, he is not a full-time athlete, which makes this feat even more impressive. Huge Congratulations Andrew – Brother, we are proud to have helped you realise your dream! So proud of our Elite Exped team who supported Andrew’s record led by Tejan Gurung. #AndrewUshakov #4daystosummitEverest #Everest #EliteExped #Nothingisimpossible

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