# Ranjan Roy
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ranjan roy Daniel (also referred to as R. R. Daniel or Rajan Roy) (11 August 1923 – 27 March 2005) was an Indian Nagercoil born physicist who worked in the fields of cosmic rays and space physics, and remained Director Chairman of Tata Institute of Fundamental Research. He also served as an advisor to the prime minister of India, Indira Gandhi in 1976. He worked in the field of cosmic rays with Homi Jehangir Bhabha for 23 years.
Kimi K3 & AI’s Price War, What Happened To Google?, OpenAI’s Partner Trouble
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Kimi K3's benchmark breaking results 2) How Kimi K3 fits alongside MuseSpark 1.1 and Grok 4.5 3) What are OpenAI and Anthropic's advantages today? 4) Is the price of frontier intelligence about to drop? …
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Googl…
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI infrastructure 2) The mechanisms of the off-balance-sheet AI buildout 3) What would happen if these projects were on the balance sheet? 4) Can W…
Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Software is rebounding, is the Saaspocolyse over? 2) Salesforce delivers solid earnings and jumps 22% 3) Why was Dario sitting with Benioff? 4) All software stocks are rising 5) Disruption could still ha…
GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI releases GPT-6 2) OpenAI President Greg Brockman says AGI is here 3) Is AGI more useful to OpenAI as something that never comes? 4) GPT-6 crushes the benchmarks 5) But where's the economic activit…
Special Report: Will AI Wipe Out Humanity? (And Who Profits)
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic Researcher Jacob Coxon quits and says AI might kill everyone 2) Why did his tweet go so viral 3) Did Elon Musk contribute to the X virality? 4) Point of order: Let's add some serenity to the AI…
AI Doom Backlash Arrives, Anthropic & OpenAI IPO Outlook, Frontier Business Momentum Slows
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The WSJ says the Hugging Face might not be all that it was cracked up to be 2) The bots were told to hack? 3) Was this all a false flag for an effective altrust takeover? 4) Was this a smoke screen to c…
Meta’s Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The rise of Muse 2) Is Meta back? 3) OpenAI's consumer blind spot 4) Meta's butthole marketing 5) What Muse means for ecommerce 6) Meta's Muse Charm, aka; The Muse Buddy or Muse Tamagotchi 7) Meta introd…
Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's IPO S-1 document leaks 2) Anthropic's revenue growth 3) Anthropic's funding commitments 4) Does the entire stock market hinge on Anthropic pulling it off? 5) Record low S&P 500 breadth 6) Wou…
Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Meta and Microsoft pull back their Claude plans 2) Are standard models like Muse Spark good enough? 3) Is Anthropic in trouble if its top clients cut back significantly? 4) Downloads have slowed for Clau…
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