my thesis on AI: AI is not eating SaaS ($300B), it is eating the $4.5T labor that runs SaaS. We are in the infra build-out phase of AI, with Infra taking 90% of the spend, but AI apps will be 3-5X larger than infra (just like SaaS is 3x cloud infra).

VLA's are like LLMs, but trained off of videos. I call them world models, because I don't like acronyms, but either way, they mean robots are getting smarter fast. The researchers I hung out with last week say that robots are gonna go from fairly stupid and fairly slow to

$50k in legal fees for a seed round with one turn of term sheet and zero turns of boilerplate nvca financing docs who is building the d2c ai lawyer to put an end to this madness?

Recently I showed a VP Finance I’ve worked with for years how Claude works for modeling His mind was utterly blown We’re still early to AI folks. And help your team here. Many still need it.

Layer cake 🍰

This is just so insane to have on an airplane. Please make it a law that all commercial flights must have starlink. Congrats Elon Musk

The mediocre don't just quietly underperform. They hang out together. * They hang out at the office together. * They hang out at events together. * They convince each other to do mediocre marketing programs. * They convince each other 15%-20% growth is fine * The convince each

AI is forcing observability to evolve in two important ways: * Metrics, Logs, Traces are collapsing into Traces * Evals and Annotation are new core workflows This new bundle, TEA, is what every team needs to solve for to build a world-class AI product

Kids of farmers who work our family’s land live this exact same life #wealth They don’t even have to cancel any plans or cook themselves 🙃

Most venture valuations aren’t real — per se They are bets They are bets you will be worth a lot, lot, lot more. Not tomorrow. But fairly quickly.

Stop the fear mongering! Heard similar faff many times before

Less than 24 hrs to go! 🚨 70+ Startups and 150+ investors converge for a day of networking and deal making dedicated to the buzzing early stage ecosystem! Gameplan 2026 by DeVC LFG! 🚀 Rahul Mathur Rajat Agarwal Vikram Vaidyanathan miten sampat Ashish Agrawal

I moved back to India in 2013 with a simple mission: to build AI for the country. Since then, I've been incredibly fortunate to build Haptik, invest in 100+ startups, co-create TEAM for Mumbai and contribute to our sovereign AI strategy through the IndiaAI Mission. Today, all of

Indian Aviation is all about Renting We don’t build a single aircraft we fly. Not one. Half our pilots train in America because we can’t even buy enough simulators - every single Level D simulator is imported. Our LCCs? IndiGo, SpiceJet, Akasa - all running on Amadeus-owned

Claude code rivaling OpenAI in it's revenue while not having anywhere near the level of customer adoption is again confirmation that enterprise always wins at the end of the day. If you nail the enterprise use case down with repeatability, the world is your oyster!

Ok it's getting truly banana town in VC and startup land. And, I think the people who will get HURT the most in this might be the early employees. So here are some things you must absolutely know and questions for you to ask as you enter job hunting season in January.. 1)