Akshay Naheta

We have entered the activation and scale phase at @Bakkt . Q2 earnings highlights: • $80.8 million GAAP net income • $1.94 GAAP EPS • No long-term debt • Six commercial offerings live • $2.5 billion FY’26 TTV target <Markets. Agent. Global.> Three engines, designed to

Open-weight models are changing the economics of AI. Distillation, specialised models and inference optimisation are making useful intelligence far cheaper. The world will still need vastly more compute over time. Two of the leading frontier labs, @OpenAI and @AnthropicAI , have Jensen Huang @JensenHuang Jul 24 For my first post, I’m sharing a letter @nvidia signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

Building enduring businesses takes patience, discipline and long-term thinking. Progress is rarely linear. Looking forward to what lies ahead. $BKKT #BakktGlobal @Bakkt Bakkt @Bakkt Jul 6 We’re building for the next decade, one step at a time. Focused on creating long-term value for shareholders @Akshay_Naheta For important information: bakkt.com/disclosures

For 250 years, #America has been defined by courage, freedom, innovation, and an unwavering belief in the ‘art of the impossible’. Happy 250 #USA 🇺🇸 (1776–2026)

Most people assume @nvidia ’s moat is just GPUs. I think the next moat is the full stack: compute + open models + enterprise deployment. As Chinese open-source models continue to improve, $NVDA has every incentive to offer NVIDIA-optimized open models running on dedicated GPU