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Randy Zhao, Ph.D. Profile
Randy Zhao, Ph.D.

@randy_zhao_

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AI Researcher, Founder & Investor. Founder & CEO @Onwish_ai | AI PhD @CarnegieMellon | ex-Investor @5YCapital @IDGCapital | ex-Bainie @BainandCompany

New York, NY
https://t.co/KJiQcRQsoE
Joined August 2022
Don't wanna be here? Send us removal request.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Get real quotes for executive insights. We transform "Gen AI" into "Factual AI".
@Onwish_ai
Onwish
@Onwish_ai
1 month
Never miss important executive insights from earning calls, conferences, podcasts, interviews and more. Onwish helps you track changes in executive tone over time and across peers. Try it free! 👉
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
27 days
Starting today, I will post impactful executive quotes at various times throughout the day. If you'd like to receive a weekly summary newsletter of the key quotes, please DM me.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
29 days
The decline of Confluent stock price is because of this...
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 year
@LinkedInHelp My account has been restricted for more than two weeks and I have uploaded the government issued ID. However, no response from @LinkedInHelp so far. Could you please help me recover asap? Thank you!
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Copilot was soon to achieve the ceiling of penetration. The next jump should depend on the capability of the model.
@ChipsAhoyCap
Chips Ahoy Capital
@ChipsAhoyCap
1 month
Benchmarking Multi Product Adoption in Software: $DDOG dominance, Databricks making history, Apps vs Infra 🧵 💭 New product adoption is critical for revenue + margin expansion + retention. This latest analysis benchmarks new product penetration of ARR vs time since launch & can
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
29 days
The segment of BoM cost for Tesla Optimus:
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
29 days
The rise of humanoid robot is here:
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
BULLISH for soft landing
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Market Cap of US Top 10 Company = China's GDP. Who is undervalued? Who is overvalued?🤣🤣🤣
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
13 days
Review of Google past M&A
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
29 days
Positive benefit of stocks from "AI PC"
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
AI might transform SaaS as an even better business…
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
14 days
My idea is being confirmed!
@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Strategy alert: Short S&P 500 and long Russell 2000 is a good deal. Let's see its perf in one year.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
The consensus estimate for hyperscaler AI capex in 2026 is enough to support the existing internet plus 12,000 new ChatGPT-scale AI products. Here is the logic behind the number: 1) Estimate the #total queries per year based on the inference dollar amount. 2) Use Siri's data as
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Be patient to Gen AI native killer app.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Value creation at scale from Nvidia
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Quotes from Maverick Capital Lee Ainslie almost 20 years ago....
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Five Reasons to Stay Bullish on U.S. Stocks 1. Corporate Earnings: So far, they appear to be healthy with no signs of weakening. It is rare for profit growth to turn negative twice since 2020, and there is little chance of a triple dip in the short term. 2. Inflation has
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
13 days
Morgan Stanley (MS) 2024 Q2 Earnings Call Summary
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Risk appetite is still rising!
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
29 days
Opportunity to "buy the dip". What is the next one?
@InvestInAssets
Invest In Assets 📈
@InvestInAssets
1 month
Market crashes is a good opportunity to buy quality assets:
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Let's review Tesla's most volatile days year-to-date. You will be able to identify the catalysts behind the price movements. 1. Date: 2024-06-17 Price Change: 5.30% Event: Tesla shareholders approved Elon Musk's compensation package, and Ark Invest set a $2,600 target for TSLA
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Strategy alert: Short S&P 500 and long Russell 2000 is a good deal. Let's see its perf in one year.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Extract company key drivers directly from executives' own words. Check here 👉
@Onwish_ai
Onwish
@Onwish_ai
1 month
Easily discover up-to-date 'Key Drivers' of a company, backed by direct quotes from executives. These drivers are distilled from the executives' own words. Check out the results for 'Tesla' as an example. More companies 👉
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
After the first cut, small cap most likely will outperform in the next 6-12 months
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
@ThePeterMick Check out the best AI trading copilot @Onwish_ai
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
New SOTA from Anthropic!
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Budget tightening period starts.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Incredible
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
NVDA: BAML says compelling valuation cushions vol BAML says that any pullback could be short lived given 1) Gen AI hardware deployments are still only in Yr 3 of what could be a 3-5 year deployment cycle with $300B in LT opportunity 2) Blackwell will ramp later this year 3)
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Model’s capability diminish return…
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Amazing!
@Etched
Etched
@Etched
1 month
Meet Sohu, the fastest AI chip of all time. With over 500,000 tokens per second running Llama 70B, Sohu lets you build products that are impossible on GPUs. One 8xSohu server replaces 160 H100s. Sohu is the first specialized chip (ASIC) for transformer models. By specializing,
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
June performs well during an election year.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
TIKTOK LOSING SHARE, SNAP SEEING BENEFITS. Advertisers are shifting budgets away from TikTok, and SNAP is seeing new advertisers join their platform as a result (most advertisers were already on META/Reels, GOOGL/YT, etc) – SNAP ad revs benefitting.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Index for AGI
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
14 days
ABR Stock Plummets 17.00% Amid Federal Probe and Legal Scrutiny Retrospect the stock performance with Onwish tool:
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
6. Vertical AI will be ~10x BIGGER than vertical SaaS with three new business models.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
15 days
PPI in China is a proxy for global inflation, with it typically leading CPI in the US by a few months. Federal cut might be delayed again.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
What I learned from BVP "State of the Cloud 2024": 1. "Cloud giants trading at average 5.9x PS -- reasonable multiples"
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 year
@callmehouck GPT
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Piper: "enterprise adoption of generative AI has surprised us again. Nearly half of enterprises (49%) last year were testing GenAI. Today, nearly half of enterprises (48%) are now implementing GenAI driven by the most popular departmental use-cases across support and operations"
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
7. The revenue growth for an AI company might be exponential and faster than that of a traditional SaaS company.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Crypto asset outflows strike high in the last two weeks.
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Analyst ratings always overfit the market.
@KobeissiLetter
The Kobeissi Letter
@KobeissiLetter
1 month
This is interesting: ~90% of Wall Street analysts have now a buy rating on NVIDIA, up from ~30% a decade ago. This comes after the chipmaker's share prices have skyrocketed 27,989% over the last 10 years. As the stock rally intensified, the number of buy ratings rapidly
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
14 days
GS’s 2024 Q2 Earnings Call Summary
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Very intuitive！
@kevg1412
Kevin Gee
@kevg1412
1 month
Michael Mauboussin on investing vs gambling
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@randy_zhao_
Randy Zhao, Ph.D.
@randy_zhao_
1 month
Warning of tech stocks from both valuation and recent momentum.
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