#  @ankitjain Ankit Jain
Ankit Jain posts on X about ai, in the, meta, agentic the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1477031/interactions)
- [--] Week [---] +2.80%
- [--] Month [------] +1,090%
- [--] Months [------] +767%
- [--] Year [------] +145%
### Mentions: [--] [#](/creator/twitter::1477031/posts_active)
- [--] Year [--] -92%
### Followers: [------] [#](/creator/twitter::1477031/followers)
- [--] Week [---] +0.29%
- [--] Month [---] +0.14%
- [--] Months [---] +3.90%
- [--] Year [---] +13%
### CreatorRank: [---------] [#](/creator/twitter::1477031/influencer_rank)
### Social Influence
**Social category influence**
[technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [social networks](/list/social-networks) [countries](/list/countries) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [vc firms](/list/vc-firms) [events](/list/events)
**Social topic influence**
[ai](/topic/ai), [in the](/topic/in-the), [meta](/topic/meta), [agentic](/topic/agentic) #1305, [future](/topic/future), [investment](/topic/investment), [debt](/topic/debt), [agents](/topic/agents), [ipo](/topic/ipo), [microsoft](/topic/microsoft)
**Top accounts mentioned or mentioned by**
[@gergelyorosz](/creator/undefined) [@samvega](/creator/undefined) [@baruaashish](/creator/undefined) [@saasdude](/creator/undefined) [@hankyeomans](/creator/undefined) [@ttaulli](/creator/undefined) [@productogy](/creator/undefined) [@evanlapointe](/creator/undefined) [@ianharveyot](/creator/undefined) [@jasonlk](/creator/undefined) [@knneeraj](/creator/undefined) [@talesftf](/creator/undefined) [@elenaverna](/creator/undefined) [@dodonerd](/creator/undefined) [@anshublog](/creator/undefined) [@gokulr](/creator/undefined) [@chamath](/creator/undefined) [@dkhare](/creator/undefined) [@garymarcus](/creator/undefined) [@biobootloader](/creator/undefined)
**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [monday.com Ltd. (MNDY)](/topic/$mndy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Shopify Inc (SHOP)](/topic/$shop) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [ServiceNow Inc (NOW)](/topic/servicenow) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Asana, Inc. (ASAN)](/topic/$asan) [Smartsheet Inc. (SMAR)](/topic/$smar) [Salesforce Inc (CRM)](/topic/salesforce) [Intuit Inc. (INTU)](/topic/intuit) [Oracle Corporation (ORCL)](/topic/$orcl) [Figma, Inc. (FIG)](/topic/$fig) [Snowflake Inc. (SNOW)](/topic/$snow)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Momentum in Indian Startups funding is at record highs Total deals* 30% from the steady-state throughout [----] 120% from COVID lows New deals* 22% from the [----] peak 215% from COVID lows * publicly announced"
[X Link](https://x.com/ankitjain/status/1378213402510721025) 2021-04-03T05:10Z [---] followers, [--] engagements
"Damn you wouldn't recognize your own planet if you travelled sufficiently back in time. Which means that the original Planet of The Apes movie (1968) could have used a globe instead of the Statue of Liberty for its iconic ending. One billion years of tectonic plate movements https://t.co/I1ANvWosPD One billion years of tectonic plate movements https://t.co/I1ANvWosPD"
[X Link](https://x.com/ankitjain/status/1539309118145835008) 2022-06-21T18:07Z [---] followers, [--] engagements
"1/5 Propelling virtual collaboration forward is not just a mere "efficiency gain" story but more importantly a "democratizing access & participation" endeavor"
[X Link](https://x.com/ankitjain/status/1593046947551539200) 2022-11-17T01:02Z [---] followers, [--] engagements
"Imposter Syndrome is the undesired side-effect of being self-critical while being ambitious in pushing yourself out of your comfort zone. It is sort of a capital gain tax one occasionally pays for chasing #personaldevelopment. One personal hack which helps alleviate its grip 👇"
[X Link](https://x.com/ankitjain/status/1600386729243918336) 2022-12-07T07:08Z [---] followers, [--] engagements
"1/4 Even while the calendar resets the arrow of time relentlessly continues flying "forward" with precision. Deeply influencing that macroscopic truism of unidirectional flow is the 2nd Law of Thermodynamics - that entropy (disorder) of the Universe increases with time"
[X Link](https://x.com/ankitjain/status/1605471132072611841) 2022-12-21T07:52Z [---] followers, [---] engagements
"So many tweets expressing surprise at FDIC limit of insuring only $250k of deposits. Sad as it is a whole new generation is going to be coached about Fractional Reserve Banking. It is like the "Luke I am your father" moment for anyone watching Star Wars the first time"
[X Link](https://x.com/ankitjain/status/1634726612024406016) 2023-03-12T01:22Z [---] followers, [---] engagements
"@DodoNerd + insights + stories matter"
[X Link](https://x.com/ankitjain/status/1635989449594003457) 2023-03-15T13:00Z [---] followers, [--] engagements
"@ttaulli Technical question for GTM experts: Is this a "cross-sell" or an "up-sell""
[X Link](https://x.com/ankitjain/status/1682570740221063171) 2023-07-22T01:58Z [---] followers, [--] engagements
"@ttaulli :) True. The causality order can be established for any permutations of the three"
[X Link](https://x.com/ankitjain/status/1682571851459903490) 2023-07-22T02:02Z [---] followers, [--] engagements
"@anshublog Isn't this strategy all about using Engg investment to create "top of the funnel" for trials and then convert the heavy users to managed plans"
[X Link](https://x.com/ankitjain/status/1690265844260200448) 2023-08-12T07:35Z [---] followers, [--] engagements
"@gokulr @chamath In this 3rd path which would be the "land" part of the product - payments or software Hypothesis: Pure payments has a much larger TAM and cleaner value prop to commnicate than payments wrapped inside a software"
[X Link](https://x.com/ankitjain/status/1692855695794942344) 2023-08-19T11:07Z [---] followers, [----] engagements
"Musing: What would the plot of "% of global workforce having 'night-duty' as part of normal working hours" look like over the span of human society evolution Hypothesis: Creating a world heavily dependent on 24X7 labour availability is a non-obvious proxy of conquering nature"
[X Link](https://x.com/ankitjain/status/1695461738072707447) 2023-08-26T15:42Z [---] followers, [---] engagements
"@dkhare It could be valuable to publish case study of an India-based SaaS Co that scaled to $XXX mn ARR - chart the ARR/FTE over the 0-to-100 journey w/ reasons for inflexion points. A large cohort of India-based SaaS is still at low $XX ARR. Hence lots of decisions yet to be made"
[X Link](https://x.com/ankitjain/status/1711861445107868057) 2023-10-10T21:49Z [---] followers, [---] engagements
"@Productogy @evanlapointe Being a major investor in the strategically imp bet I doubt that MSFT got wind of schisms in the top team only after a public announcement. Some options to handle the implosion would have been on the mind - at least for a month or so. If not the case a very passive investment"
[X Link](https://x.com/ankitjain/status/1726817054999597458) 2023-11-21T04:17Z [---] followers, [---] engagements
"@evanlapointe @Productogy I'm reaching a similar conclusion but from a different angle. Don't think that this was all a last-minute stroke of strategic brilliance. Some situational awareness of the OpenAI team dynamics must have existed beforehand"
[X Link](https://x.com/ankitjain/status/1726824105511469175) 2023-11-21T04:45Z [---] followers, [--] engagements
"@GaryMarcus @bio_bootloader @vkhosla OpenAi's revenue is already at $1.3 bn. Even if everyone leaves somebody like Adobe or Salesforce should be able to buy them for 10x revenue at least. That should be the worst case scenario But don't think the non-profit Board is necessarily optimizing for dollar-valuation"
[X Link](https://x.com/ankitjain/status/1727110631323480098) 2023-11-21T23:43Z [---] followers, [--] engagements
"Black Friday mayhem (or lack of) videos are one of the strongest cultural barometer of our times which will go in archives"
[X Link](https://x.com/ankitjain/status/1728309241868320960) 2023-11-25T07:06Z [---] followers, [--] engagements
"Running an ordinary #product with an ordinary business model and ordinary revenue growth is an extraordinary feat"
[X Link](https://x.com/ankitjain/status/1729511072095183010) 2023-11-28T14:42Z [---] followers, [---] engagements
"@gauravsachan @srivastm Till the 90s we had commercials from likes of Philips Lighting and Boost showing teens doing combined study. Not sure if it is still a thing. The TVF factory of web series paint a different picture of exam prep now"
[X Link](https://x.com/ankitjain/status/1729751246205018347) 2023-11-29T06:36Z [---] followers, [--] engagements
"Sly & Arnold documentaries are meant to evoke an emotion of wistfulness. Seeing your fav undefeatable action heroes grapple with insecurities and regrets in real life. Also those [--] cutthroat competitors had same inspiration to get into action movies & similar daddy issues"
[X Link](https://x.com/ankitjain/status/1731245050934296605) 2023-12-03T09:32Z [---] followers, [--] engagements
"Running API-as-a-product is not for the weak-hearted. Invariably you will run into data inconsistency and backward compatibility issues. Unlike typical functional testing it is quite hard to check for lurking data errors. Bizs running on top of API become the forced testers"
[X Link](https://x.com/ankitjain/status/1731975762209624216) 2023-12-05T09:56Z [---] followers, [---] engagements
"Want to get a quick dose of adventure in the middle of a work day Watch a [--] sec clip from GoPro footage of champion mountain bikers going down fast on jagged edges and jumping between gaps"
[X Link](https://x.com/ankitjain/status/1733048133922271551) 2023-12-08T08:57Z [---] followers, [---] engagements
"@jaminball Thanks for sharing this We can now quantify better how many quarters/years of revenue growth was pulled forward due to Covid & ZIRP"
[X Link](https://x.com/ankitjain/status/1734087594491736471) 2023-12-11T05:47Z [---] followers, [--] engagements
"@BlumeVentures Great to see this put together @vikramg05. Are all the underlying stocks equally weighted in the index Or are weighted by MCap at IPO"
[X Link](https://x.com/ankitjain/status/1734198983419924700) 2023-12-11T13:10Z [---] followers, [---] engagements
"Musing: What if the ape to human evolution had happened in a place like Madagascar and not in Eastern Africa. No fortuitous land bridge to migrate out to every continent (except Australia). How would human physical traits & history be impacted by that quirk of geography"
[X Link](https://x.com/ankitjain/status/1736812597218095406) 2023-12-18T18:16Z [---] followers, [--] engagements
"@rohanbabu Our engagement tends to be like the passive investing strategy of SIP in an index fund at regular frequency -- casting a vote every [--] years"
[X Link](https://x.com/ankitjain/status/1740268524634034180) 2023-12-28T07:08Z [---] followers, [--] engagements
"@theericyang @petergyang The results look promising. Great work A suggestion: YouTube APIs can fetch the topic of a video. You can use it to automatically categorize the public summaries for a better navigation structure & focused attention of consumers"
[X Link](https://x.com/ankitjain/status/1743791926212473308) 2024-01-07T00:29Z [---] followers, [--] engagements
"@JustAnotherPM [--]. Use LLM to generate a tailored psychometric test for each user joining in. Mandatory before progressing to search for matches. [--]. A user can chat with LLM-powered avatar (trained on test data) of a match prospect. If the sandbox chat is satisfactory then proceed to contact.😇"
[X Link](https://x.com/ankitjain/status/1746963902640824741) 2024-01-15T18:33Z [---] followers, [--] engagements
"Scamasauras. And many questions: [--]. How does one steal a T-Rex skull [--]. Why did Nicolas Cage want a T-Rex skull [--]. How was it proven that this was the particular stolen skull [--]. What is the indemnity clause of the auction house [--]. Who exactly is supposed to refund Nic Cage In [----] Nicolas Cage bought a Tyrannosaurus bataar skull at an auction for $276000. However it was later revealed that the skull had been stolen from Mongolia and Cage had to return it to the Mongolian government. Despite the fact that he bought it legally he still hasn't https://t.co/fzGl7mQkOX In [----] Nicolas Cage bought"
[X Link](https://x.com/ankitjain/status/1748254647414878448) 2024-01-19T08:02Z [---] followers, [---] engagements
"How bloated did Big Tech really get Exhibit A: $GOOG - From Jun'21 to Dec'22 (6 qtrs) headcount went up by 30% (or 42.7k) - In the Jun'22 and Sep'22 qtrs headcount increased by 10.1k and 12.8k respectively Covid hit in Mar [----] hiring ramped up in Mar [----] (a year's lag)"
[X Link](https://x.com/ankitjain/status/1748889304594608397) 2024-01-21T02:04Z [---] followers, [---] engagements
"Historically $GOOG headcount (HC) increased 15% YoY in [--] out of [--] yrs (from Dec'09 to Dec'22). Of course on a smaller base. How big the layoffs "feel" HC reduced 11.2% in [----] after 66% inc in [----] In [----] HC would have to reduce by 21.3k to beat that. Not likely.🤞"
[X Link](https://x.com/ankitjain/status/1748898376211472605) 2024-01-21T02:40Z [---] followers, [--] engagements
"The [--] most mind-bending discoveries of our species - general relativity wave-particle duality and compound interest"
[X Link](https://x.com/ankitjain/status/1751292914532008357) 2024-01-27T17:15Z [---] followers, [--] engagements
"@kushalbhagia Congrats The pic looks like she is giving a 👍to us. :)"
[X Link](https://x.com/ankitjain/status/1751685079158452443) 2024-01-28T19:14Z [---] followers, [--] engagements
"Observing craftsmen at work - who have the principles skills resources and time to put their best into the craft - can teach so much by osmosis. Especially if they are willing to share their execution & decision-making process"
[X Link](https://x.com/ankitjain/status/1753033336920908112) 2024-02-01T12:31Z [---] followers, [--] engagements
""For want of a nail the kingdom was lost." It doesn't just remain a proverb when you see up close a trivial process oversight leading to big failure. Deep embedded within a workflow is a high leverage task that seems innocuous but has the largest drag on efficiency. Find it"
[X Link](https://x.com/ankitjain/status/1753840002700599425) 2024-02-03T17:56Z [---] followers, [--] engagements
"A song essentially is a high-leverage tuning fork to get millions of humans resonating to the same rhythm. A live music concert or DJ dance floor with a beat drop is one of the best examples of the tuning fork in action"
[X Link](https://x.com/ankitjain/status/1754773531559108919) 2024-02-06T07:46Z [---] followers, [--] engagements
"Update on headcount bloat vs revenue growth for Big Tech ( $GOOG and $META ). What efficiency gain in Qtr rev/Headcount (or decrease in R&D spend as % of Revenue) over the last [--] yrs would have satisfied the "market" Next [--] yrs: AI boosting BOTH revenue and productivity"
[X Link](https://x.com/ankitjain/status/1757679722861904350) 2024-02-14T08:14Z [---] followers, [--] engagements
"@ianharveyOT Love the ability of an open platform to enable the ecosystem to experiment and innovate. Also democratizes access to smartphones - more competition and options for low-price segments too. A huge % of the global population would be deprived otherwise - has changed their lives"
[X Link](https://x.com/ankitjain/status/1758140185487778294) 2024-02-15T14:44Z [---] followers, [--] engagements
"@ShekharGupta @BhadraSinha @Manisha_ii A bond is typically a debt instrument with a promise to return the capital along with an interest. Electoral "bonds" are interest-free banking instruments with no promise to return the capital. Should have been called Electoral Donation instead"
[X Link](https://x.com/ankitjain/status/1758178719347184050) 2024-02-15T17:17Z [---] followers, [--] engagements
"@parsa_s @tanayj"
[X Link](https://x.com/ankitjain/status/1760891180907368822) 2024-02-23T04:55Z [---] followers, [---] engagements
"The Netflix series "Roman Empire" paints a very different persona of Marcus Aurelius than is assumed due to his writings on philosophy & stoicism. So much that one would conclude that Marcus was trying be an "influencer" in self-help genre some [----] years ago"
[X Link](https://x.com/ankitjain/status/1761783496295518672) 2024-02-25T16:01Z [---] followers, [--] engagements
"Expecting some critical commentary soon on why Robert Downey Jr winning Best Supporting Actor is bigger news than Cillian Murphy winning Best Actor. Remember [----] when Heath Ledger winning Best Supporting Actor was bigger news than Sean Penn winning Best Actor (remember that)"
[X Link](https://x.com/ankitjain/status/1767231108712726692) 2024-03-11T16:48Z [---] followers, [---] engagements
"Netflix's version of #3BodyProblem feels like reading a book like a flipbook. No time to invest in characters. See the Tencent version for a more atmospheric character driven and culturally accurate version of the original story"
[X Link](https://x.com/ankitjain/status/1771027127774630047) 2024-03-22T04:12Z [---] followers, [---] engagements
"@mejoff Interesting to see Twilio and Cisco at opposite ends of the spectrum"
[X Link](https://x.com/ankitjain/status/1773021075258978811) 2024-03-27T16:15Z [---] followers, [--] engagements
"@perfexcellent @ianharveyOT If aim was 10% then solving any one of the KRs would achieve it. However if aim was 200% all [--] KRs combined wouldn't achieve it. Would have to find a bolder move like inorganic growth (an acquisition). Objective's aspiration level is not in a vacuum KRs need to match"
[X Link](https://x.com/ankitjain/status/1782006591123796119) 2024-04-21T11:20Z [---] followers, [--] engagements
"A side-show of 5-year elections is the "change of guard" in the social media platform most aggressively panned for influencing the voters. Facebook -- WhatsApp -- YouTube"
[X Link](https://x.com/ankitjain/status/1783922523110797583) 2024-04-26T18:14Z [---] followers, [---] engagements
"@GergelyOrosz Wondering how much BS bid over the SY's management buyout offer. Also after the dust has settled how much write-off did the late-stage investors book after asset sales"
[X Link](https://x.com/ankitjain/status/1788659304490311873) 2024-05-09T19:56Z [---] followers, [--] engagements
"The underlying game to observe when aiming to ramp up "discipline" is one part of the mind trying to outsmart the other. One part makes excuses. The other part comes up with counters to those. Better if multiple counters for each excuse"
[X Link](https://x.com/ankitjain/status/1789179888915619885) 2024-05-11T06:25Z [---] followers, [--] engagements
"#Leadership means influencing the team in [--] realms ⚡Belief realm ("yes we can do it" "let's go to the moon") ⚡Strategy realm ("the lever and fulcrum to move the earth") ⚡Action realm (the craft and the ops) ⚡Learning realm ("a tree fell in the woods did it make a sound")"
[X Link](https://x.com/ankitjain/status/1790238081192186286) 2024-05-14T04:29Z [---] followers, [---] engagements
""A central newsfeed for work updates from your colleagues" was big back in the day (circa mid-2014). Idea was promising. Connect all work apps & stay on top of all changes. Jira Workday and other prominent tools followed suit within their boundaries. https://techcrunch.com/2024/05/14/meta-is-shutting-down-workplace-its-enterprise-communications-business/ https://techcrunch.com/2024/05/14/meta-is-shutting-down-workplace-its-enterprise-communications-business/"
[X Link](https://x.com/ankitjain/status/1790608510192898077) 2024-05-15T05:01Z [---] followers, [--] engagements
"But Slack & then Teams won. Communication as the primary use case created the habit of using them. Then came the layer of integrating other apps for messaging hooks. Lessons here for any product starting with the core premise of integrating fragmented info in a single view"
[X Link](https://x.com/ankitjain/status/1790608512524984378) 2024-05-15T05:01Z [---] followers, [--] engagements
"The ultimate test of a popular OST: You haven't heard it before. You are unaware of the cultural context around it. Like a blind-test. Yet the OST can still evoke the same emotions in you. It does this without the aid of cultural context. #music"
[X Link](https://x.com/ankitjain/status/1791888152543535495) 2024-05-18T17:46Z [---] followers, [--] engagements
"If you were to teach a teenager [--] of the most important financial concepts that will serve them well over a lifetime what would those be My picks: [--]. Compound interest [--]. Managing personal balance sheet & income statements [--]. Interest rate cycle #FinancialSuccess"
[X Link](https://x.com/ankitjain/status/1797153800001573098) 2024-06-02T06:30Z [---] followers, [---] engagements
"The evils of increasing usage of Social Media are real. Yet have to give it to Zuckerberg and team for navigating through multiple competition & existential threats for $META over the years. Instagram WhatsApp SnapChat Cambridge Analytica TikTok Apple's privacy updates AI-play"
[X Link](https://x.com/ankitjain/status/1799748041513337267) 2024-06-09T10:19Z [---] followers, [--] engagements
"In Dec [----] just after the Global Financial Crisis $AMZN & $GOOG were equal in annual revenue (AR). [--] yrs later (and a Covid crisis in between) $AMZN is clocking AR 1.9x that of $GOOG. And despite all the AI hype in the last [--] yrs $AMZN's YoY AR growth is more than $GOOG's"
[X Link](https://x.com/ankitjain/status/1800589283109347738) 2024-06-11T18:01Z [---] followers, [--] engagements
"What if Social Media apps started publishing aggregated usage stats over the [--] hours of the day"
[X Link](https://x.com/ankitjain/status/1802269486784884822) 2024-06-16T09:18Z [---] followers, [--] engagements
"What's your guess - how $NFLX biz would have benefitted from the pandemic lockdown Did you guess that the revenue spiked - due to more people at home glued to their TVs At least I had that notion. Wrong. Rev growth was 31% in Sep'19. Went straight down to 3% by Jun'23"
[X Link](https://x.com/ankitjain/status/1804313040726249854) 2024-06-22T00:38Z [---] followers, [--] engagements
"Subs stopped growing in Mar'22. Picked again from Sep'22. Reason Crackdown on password sharing tiered pricing (read: sharp segmentation) & ad-supported plans. Then came a surprise. In Mar'24 earnings call $NFLX announced stopping sharing quarterly sub from [----] onwards"
[X Link](https://x.com/ankitjain/status/1804325061794443277) 2024-06-22T01:26Z [---] followers, [--] engagements
"$NFLX has been sharing quarterly subscriber count since it went public in [----]. Nearly [--] yrs of sharing Subs every qtr. Now departing from it. Why Because as per mGMT Subs count is no longer the right proxy for revenue growth. "Free" ad-supported Sports streaming incoming"
[X Link](https://x.com/ankitjain/status/1804342835459871204) 2024-06-22T02:37Z [---] followers, [--] engagements
"And $NFLX is now experimenting with bringing their shows into physical spaces and selling popcorn. :) Talk about coming a full circle. https://x.com/netflix/status/1803050861792231702 Everything you love about Netflix under one (literal) roof. Explore your favorite stories and characters beyond the screen year-round at Netflix House coming in [----] to King of Prussia in Pennsylvania and Galleria Dallas. https://t.co/LVRQUzfIjI https://t.co/c5cI47qcCW https://x.com/netflix/status/1803050861792231702 Everything you love about Netflix under one (literal) roof. Explore your favorite stories and"
[X Link](https://x.com/ankitjain/status/1804347230138007916) 2024-06-22T02:54Z [---] followers, [--] engagements
"And if you thought the bit about popcorn was a delayed April Fool's joke. https://x.com/DiscussingFilm/status/1803904983357665755 Netflix will begin selling their own popcorn for $4.49 per bag. https://t.co/IY5EES4WEg https://x.com/DiscussingFilm/status/1803904983357665755 Netflix will begin selling their own popcorn for $4.49 per bag. https://t.co/IY5EES4WEg"
[X Link](https://x.com/ankitjain/status/1804348613775995347) 2024-06-22T03:00Z [---] followers, [--] engagements
"While the gaming initiatives are being ramped up. Did you know that $NFLX started bundling the Grand Theft Auto trilogy on mobile as part of the regular subscription from Dec [----] In [--] months nearly [--] mn downloads Diversification on steroids https://mobilegamer.biz/rockstars-gta-trilogy-hits-30m-downloads-on-netflix/ https://mobilegamer.biz/rockstars-gta-trilogy-hits-30m-downloads-on-netflix/"
[X Link](https://x.com/ankitjain/status/1804356068077617612) 2024-06-22T03:29Z [---] followers, [--] engagements
"In the SaaS world: Shopify is the Gazelle and Salesforce is the Rhino $SHOP was growing at a scorching 60% when it touched $1 bn ARR. Not THE fastest but fast over a long range. $CRM was growing at a healthy 25% when it was at $30 bn ARR. Adding $7.5 bn new ARR every year"
[X Link](https://x.com/ankitjain/status/1804434792911421925) 2024-06-22T08:42Z [---] followers, [---] engagements
"Whether a fast-growing SaaS co can maintain a healthy speed is a function of the TAM available (a.k.a. headroom for growth) keeping all else the same (execution excellence etc.). Not every fast-growing SaaS co at $1 billion ARR has the same TAM in front of it as Salesforce"
[X Link](https://x.com/ankitjain/status/1804436793623732703) 2024-06-22T08:50Z [---] followers, [--] engagements
"To overcome TAM limitations of the core product the usual strategies are: - Move upmarket towards Enterprise - Go multi-product or build a suite to cover all adjacent use cases of the ICP - Buy the growth via acquisitions - Platform play TAM from the origin still haunts"
[X Link](https://x.com/ankitjain/status/1804446335724077112) 2024-06-22T09:28Z [---] followers, [--] engagements
"Salesforce hit its $1.5 bn ARR at 25% growth rate. Much slower than Shopify or others. It increased the growth to 35% for the next [--] years. Then had a sustained 25% growth for another [--] years (before the pandemic hit). Revenue became 11.7x in [--] yrs to reach $18+ bn"
[X Link](https://x.com/ankitjain/status/1804453299426337226) 2024-06-22T09:56Z [---] followers, [--] engagements
"How did Salesforce maintain a healthy growth rate at scale A glimpse can be seen from segment-wise growth rates for the last few FY. Total growth was 25%+. But the core Sales segment product grew at only 12-15%. Heavylifting came from products for Mktg Analytics & Platform"
[X Link](https://x.com/ankitjain/status/1804468527862087953) 2024-06-22T10:56Z [---] followers, [--] engagements
"The pandemic-induced revenue boost for Intuit ($INTU) was stratospheric. Among the Big SaaS (Salesforce Adobe ServiceNow) i.e. $10 bn revenue Intuit benefitted the most. Annual rev growth Pre-Covid: 12% Post-Covid: peak of 48% 4x growth rate at $INTU's scale is huge"
[X Link](https://x.com/ankitjain/status/1804565837669376430) 2024-06-22T17:23Z [---] followers, [--] engagements
"@samvega @barua_ashish Issuing currency means effectively issuing sovereign debt. [--]. There have to be takers for that debt. [--]. We should have the capacity to pay that debt. Politics aside India's debt has multiplied in the last [--] years. We should check where that money got used"
[X Link](https://x.com/ankitjain/status/1805142411930145098) 2024-06-24T07:34Z [---] followers, [--] engagements
"@samvega @barua_ashish Fiat money is 'debt' that the 'debtor' can always pay. Then why do countries default on debt "There have to be takers for that" money so the issuer must have power to tax. Every country has power to tax. So why do many have to depend upon aid . is politics. No"
[X Link](https://x.com/ankitjain/status/1805253102297022850) 2024-06-24T14:54Z [---] followers, [--] engagements
"@samvega @barua_ashish If a country's max debt is not its own fiat currency then it can't print wantonly to raise debt. Choose one argument pls. If a country doesn't produce or trade enough then tax rights can't do much for it. Again choose the argument. Politics = power-motivated biased criticism"
[X Link](https://x.com/ankitjain/status/1805259380272648445) 2024-06-24T15:19Z [---] followers, [--] engagements
"What is your go-to music for "deep work" (that requires both a flow state and noticeable cognitive effort) I like long tracks of rain sounds and thunderstorms"
[X Link](https://x.com/ankitjain/status/1805914391642001606) 2024-06-26T10:41Z [---] followers, [--] engagements
"@joshmohrer @waveappai Congrats Whenever you record it do shed light on finding P/M fit distribution channel selection and margins"
[X Link](https://x.com/ankitjain/status/1806004044328009915) 2024-06-26T16:38Z [---] followers, [--] engagements
"Oracle $ORCL is a $50 bn annual revenue Enterprise Software mammoth. How do mammoths dance Revenue CAGR: (A) From Nov '11 to Nov '19 (8 yrs) - 0.95% (1% 🤯) (B) From Nov '19 to May '24 (4.5 yrs) - 6.7% (7x growth rate) Share price CAGR (same periods): (A) - 8.9% (B) - 21.0%"
[X Link](https://x.com/ankitjain/status/1806353168038551689) 2024-06-27T15:45Z [---] followers, [---] engagements
"Here's the typical stack: Perplexity AI Microsoft Azure AI platform OpenAI models Oracle Cloud Infrastructure nVidia The dollars flow in the reverse direction"
[X Link](https://x.com/ankitjain/status/1806359521012469982) 2024-06-27T16:10Z [---] followers, [--] engagements
"At $ORCL scale (TTM revenue of $52 bn YoY of 6%) Avg Net New Revenue added: Year = $2.9 bn Month = $245 mn Week = $56 mn Day = $8 mn Imagine adding a Series B/C SaaS startup's annual revenue every day. Wondering: Average deal size & time to close Sales quotas Incentives"
[X Link](https://x.com/ankitjain/status/1806696318728806411) 2024-06-28T14:29Z [---] followers, [--] engagements
"@jasonlk Adobe and Intuit are also likely heading there. Both have part SMB plays too. Would they also be part of this comp set"
[X Link](https://x.com/ankitjain/status/1806741404393099734) 2024-06-28T17:28Z [---] followers, [---] engagements
"@kn_neeraj iPhone sales stagnated so much that Apple stopped publishing iPhone sales metrics in its quarterly earnings after Aug 2022"
[X Link](https://x.com/ankitjain/status/1806750839190815035) 2024-06-28T18:05Z [---] followers, [--] engagements
"Saw this ad from Jockey during the T20 World Cup final. "If 5-day office comes back . . we won't" Zeitgeist win https://www.youtube.com/watchv=2UTjywFrrJg https://www.youtube.com/watchv=2UTjywFrrJg"
[X Link](https://x.com/ankitjain/status/1807096897041002687) 2024-06-29T17:00Z [---] followers, [--] engagements
"Recovery from 2022-23 slump after [----] Mcap highs in the tech sector is a story of defensible long-term value vs valuation multiple craze. GOOG MSFT META AMZN APPL NFLX - are all now above their [----] highs. But #SaaS IPOs of 2020-21 are down -75% (median) of [----] highs"
[X Link](https://x.com/ankitjain/status/1807635906204971254) 2024-07-01T04:42Z [---] followers, [--] engagements
"@Saas_Dude True. All the assumed growth from pandemic-driven + ZIRP-capital got priced into the valuations. Then realisation - nope that's not going to continue. Both growth & valuations tanked. Now the market is asking for new growth drivers. But revenues are at a higher base now"
[X Link](https://x.com/ankitjain/status/1807691388286353784) 2024-07-01T08:23Z [---] followers, [--] engagements
"@Saas_Dude Price/Sales ratio for $META Pre-pandemic Mar'20: [----] Peak of Qtr revenue YoY growth Jun'21: [----] (+46%) 2nd qtr of -ve YoY growth Dec'22: [----] (-71%) Qtr revenue YoY growth back to Sep'19 levels Mar'24: [----] (+220%) Look at the swings in P/S: Mar'20-Jun'21-Dec'22-Mar'24🤯"
[X Link](https://x.com/ankitjain/status/1807713864408072469) 2024-07-01T09:52Z [---] followers, [--] engagements
"@Saas_Dude But TTM rev kept growing Mar'24 TTM rev = +94% of Mar'20 TTM rev In [--] years TTM rev has doubled Though P/S multiple has had wild swings $META is projecting even higher growth than pre-pandemic on double the revenue base That gives the valuation multiple a rocket boost 🚀"
[X Link](https://x.com/ankitjain/status/1807717653571883506) 2024-07-01T10:07Z [---] followers, [--] engagements
"Try to explain this difference in market reaction In [--] yrs - Mar'20 to Mar'24: - Atlassian & Shopify have grown TTM revenue much more than Meta Microsoft or Google. - But the recovery in Price/Sales multiple the market has offered to $TEAM & $SHOP is much lower. #AI magnet"
[X Link](https://x.com/ankitjain/status/1807823325579862088) 2024-07-01T17:07Z [---] followers, [---] engagements
"Answer to the above contrast lies partially in the revenue growth curves - the acuteness of the sinusoidal shape over the last [--] years - the turnaround and acceleration in growth since Mar'23 quarter META MSFT & GOOG have a smooth sine-wave TEAM & SHOP are not yet accelerating"
[X Link](https://x.com/ankitjain/status/1807865826088755476) 2024-07-01T19:56Z [---] followers, [--] engagements
"1/2 Companies use differing strategies to use the cash generated by the biz to provide shareholder returns. Over the years Big Tech has spent HUNDREDS of BILLIONS of $ to do share buybacks to boost their stock price. $AMZN is an outlier. It ploughs back all cash into the biz"
[X Link](https://x.com/ankitjain/status/1808175124949897521) 2024-07-02T16:25Z [---] followers, [--] engagements
"2/2 Since pandemic (Mar'20 to Mar'24) Change in shares outstanding: $APPL: -12.2% $GOOG: -9.3% $META: -8.5% $MSFT: -2.6% $AMZN: +5.4% Ceteris paribus share buyback boosts the share price due to a jump in earnings per share Example $APPL's share price would jump by 13.9%"
[X Link](https://x.com/ankitjain/status/1808175127034536178) 2024-07-02T16:25Z [---] followers, [---] engagements
"I've off-late been going deep into the rabbit hole of economic butterfly effects of Covid reverberating through the world. Biz growth valuations funding capital structure interest rates inflation K-shaped recovery layoffs. History will not brush aside Covid as it is now"
[X Link](https://x.com/ankitjain/status/1808529902506815854) 2024-07-03T15:55Z [---] followers, [--] engagements
"nVidia's stratospheric rise in MCap has brought back the hardware layer to become the "talking point of the day". When was the last time so many folks were discussing about chips Maybe ARM's chip design dominating the smartphone market especially becoming integral to Apple"
[X Link](https://x.com/ankitjain/status/1808680000255672635) 2024-07-04T01:51Z [---] followers, [--] engagements
"Big-bet strategies take multiple years to play out. At the minimum 2-3 yrs. Even seen 6-7 yrs. An example of the latter - Atlassian's journey to transition business from a perpetual + maintenance model on Server to a subscription model on Cloud. Requires conviction & tenacity"
[X Link](https://x.com/ankitjain/status/1809226043644932388) 2024-07-05T14:01Z [---] followers, [--] engagements
"$TEAM committed itself to sunset on-prem offerings around [----]. Hard decisions followed on revenue mix change code forking org structure App ecosystem shift. Monday launched in 2014; went IPO in [----]. It was built from the get-go as a Cloud offering; targeted all-teams"
[X Link](https://x.com/ankitjain/status/1809228384972439913) 2024-07-05T14:10Z [---] followers, [--] engagements
"Did these factors open up space for $MNDY - Jira's origins as an On-prem offering - $TEAM's challenge of transitioning large customers from On-prem to Cloud while protecting the revenue growth (more eyes on it being a public listed company) - Jira's ICP of S/W dev teams Maybe"
[X Link](https://x.com/ankitjain/status/1809231124335407269) 2024-07-05T14:21Z [---] followers, [--] engagements
"$TEAM had a "good problem" of On-prem Jira being mission-critical for large customers. Company's challenge was to convince them to shift to Cloud amidst - feature gaps b/w On-prem & Cloud - scalability - data privacy - availability of mission-critical ecosystem Apps - TCO shock"
[X Link](https://x.com/ankitjain/status/1809231905872543774) 2024-07-05T14:24Z [---] followers, [--] engagements
"Building on the shoulders of giants. PC leveraged semiconductor leaps. Internet adoption leveraged PC leaps & fibre optics. Cloud adoption leveraged Internet & Open source. Smartphone leveraged semiconductor & Internet. AI is leveraging many of the above & data generated"
[X Link](https://x.com/ankitjain/status/1809406059510960376) 2024-07-06T01:56Z [---] followers, [--] engagements
"Takes 10-15 years for a new major tech innovation wave to raise the baseline of mass adoption. Apple II launch - [----] WWW Linux Mosaic browser & AOL - [----] (+15 yrs) Salesforce (SaaS) - [----] AWS - [----] (+10 yrs) iPhone - [----] (+5 yrs) ChatGPT [--] - [----] (+15 yrs)"
[X Link](https://x.com/ankitjain/status/1809406061457121620) 2024-07-06T01:56Z [---] followers, [--] engagements
"Two advances in seemingly disparate fields of science are on a trajectory to converge and create an inflexion unlike any other in human history. - Exponential rise towards #AGI of course - Exponential rise in Exoplanet discovery The possibilities in the next 1-2 decades are 🤯"
[X Link](https://x.com/ankitjain/status/1811150803882889419) 2024-07-10T21:29Z [---] followers, [--] engagements
"Crowdstrike update creating global tech outage is the new high water mark for this. 👇 Broadcasting a "test" message to the entire company is a rite of passage for all freshers. Broadcasting a "test" message to the entire company is a rite of passage for all freshers"
[X Link](https://x.com/ankitjain/status/1814467003383722453) 2024-07-20T01:06Z [---] followers, [--] engagements
"The weakness emerging in demand for #AI in Enterprise B2B apps is an early sign of a potential investment and capex bubble. As if Covid-related demand swings & interest rate hikes weren't enough now AI hype cycle entering "Trough of Disillusionment" is coming to join the party"
[X Link](https://x.com/ankitjain/status/1818341431389442178) 2024-07-30T17:42Z [---] followers, [--] engagements
"LinkedIn makes $16 bn+ of annual revenue. Out of which $1.7 bn comes from premium subscriptions by individual users. It is probably among the Top [--] non-entertainment-based consumer tech subscription biz. The other [--] likely are Adobe Creative Cloud and Microsoft 365"
[X Link](https://x.com/ankitjain/status/1821223537283088650) 2024-08-07T16:35Z [---] followers, [---] engagements
"One of the reasons there should be a serious concern about "innovations" that are done under the umbrella of FinTech. Has anyone noticed a subtle change in advertising and pricing display of electronic goods Specifically high-end stuff like mobile phones and TVs. Earlier they used to clearly display the full price of the product. You knew if you could afford it or not. But now they Has anyone noticed a subtle change in advertising and pricing display of electronic goods Specifically high-end stuff like mobile phones and TVs. Earlier they used to clearly display the full price of the product."
[X Link](https://x.com/ankitjain/status/1825415754008719581) 2024-08-19T06:13Z [---] followers, [--] engagements
"If we discover advanced alien civs one fascinating thing to learn will be the economic principles they use to run their civ. Do they use credit & "interest" How do they manage inflation How do they control their currency's value Have they implemented a UBI-equivalent policy"
[X Link](https://x.com/ankitjain/status/1830227973091557841) 2024-09-01T12:55Z [---] followers, [--] engagements
"@jasonlk At what price/sales multiple did this happen It'd be interesting to compare against what the market is offering to the publicly listed Salesforce right now"
[X Link](https://x.com/ankitjain/status/1832035376422162520) 2024-09-06T12:37Z [---] followers, [---] engagements
"Keanu Reeves putting the weight of his universally acknowledged unblemished public goodwill behind this is something. Hugely grateful to Keanu Reeves. To standby me in so public a way risks the hatred of archaeologist zealots who believe that only they have the right to interpret the past and who leverage the media to vilify alternative voices. Season [--] launches [--] Oct. https://t.co/6oUomEw6uZ Hugely grateful to Keanu Reeves. To standby me in so public a way risks the hatred of archaeologist zealots who believe that only they have the right to interpret the past and who leverage the media to"
[X Link](https://x.com/ankitjain/status/1836816365891600733) 2024-09-19T17:15Z [---] followers, [---] engagements
"The only constant in technology paradigms is the pendulum swing between the themes of centralisation and decentralisation. Has been working like clockwork since Mainframes-era"
[X Link](https://x.com/ankitjain/status/1837868317823930746) 2024-09-22T14:55Z [---] followers, [--] engagements
""Nobody ever got fired for buying IBM". That memorable quote entrenched in tech-culture lore carries the crux of B2B buying. Early Majority & Late Majority of buyers want the safe option that doesn't put their jobs at risk. Even if there are parody accounts and hate forums"
[X Link](https://x.com/ankitjain/status/1838899974567772602) 2024-09-25T11:14Z [---] followers, [--] engagements
"@paul_cal @GergelyOrosz Could you pls point to the post or talk Curious about the why take so much pain to support multiple years old versions - clear direct RoI or a long-term philosophy investment for a trusting developer ecosystem"
[X Link](https://x.com/ankitjain/status/1839972038527574471) 2024-09-28T10:14Z [---] followers, [---] engagements
"The biggest tech companies - Alphabet Amazon Meta - have some of the most used B2C products but the majority of their revenue comes from B2B (businesses paying the tech company). Microsoft and nVidia have been B2B heavy since forever. Except for Apple Netflix and Tesla"
[X Link](https://x.com/ankitjain/status/1845386161054789958) 2024-10-13T08:48Z [---] followers, [--] engagements
"SpaceX will become a textbook example of using technological innovation to drive costs so low with safety so high that it creates an explosion in demand. SpaceX is just a few steps away from disrupting the commercial aviation industry if it chooses to fork along that path"
[X Link](https://x.com/ankitjain/status/1845894542039384318) 2024-10-14T18:28Z [---] followers, [---] engagements
"@talesftf "few steps away" - and those steps will not extend over decades but a few years "aviation industry" - check out the early concept video from SpaceX of using Starship for intercontinental travel (the equivalent of long-haul flights). "if they choose to fork" - choice tbd"
[X Link](https://x.com/ankitjain/status/1846039340167635267) 2024-10-15T04:04Z [---] followers, [--] engagements
"@talesftf I'm glad that they were able to make you laugh a bit. Rest. we will compare notes [--] years from now. Peace"
[X Link](https://x.com/ankitjain/status/1846041490797080897) 2024-10-15T04:12Z [---] followers, [--] engagements
"TIL: In [----] Anguillas government made about US$32 million from fees for registering .ai domains. That amounted to more than 10% of the GDP of this British Overseas Territory. #AI"
[X Link](https://x.com/ankitjain/status/1847881441956250009) 2024-10-20T06:04Z [---] followers, [--] engagements
"@BeingPractical @shivassangwan The unfortunate (or curious) part is that companies with that kind of scale profitability and legacy do exist - just that they are not in tech and don't use their balance sheet like a PE/VC does"
[X Link](https://x.com/ankitjain/status/1848441975680168278) 2024-10-21T19:11Z [---] followers, [--] engagements
"Archaeology and our understanding of the human past are continuously evolving. New evidence like LiDAR readings of the Amazon rainforest floor and Gbekli Tepe are shaking our currently held beliefs about when and where civilisation emerged first on the planet. With my beloved Santha and our friend Keanu Reeves -- a man of true integrity generosity and courage. A huge thank you to Keanu for appearing in Episodes [--] [--] & [--] of Season [--] of my docuseries Ancient Apocalypse now streaming worldwide on Netflix. https://t.co/r7WJZLRiRs With my beloved Santha and our friend Keanu Reeves -- a man of true"
[X Link](https://x.com/ankitjain/status/1852389014826791104) 2024-11-01T16:35Z [---] followers, [--] engagements
"Another Congressional hearing on UAPs 🛸 is coming up tomorrow. Between this and The Dark Forest theory my FY25 product revenue goals feel like a subatomic particle hurtling around in a particle accelerator. CDR David Fravor testified at the last Congressional hearing on UFOs. We have a second chance on [--] NOV [----]. If you are interested in ground truth on UAP - watch this clip - with intensity and curiosity. And remember - you have a strong voice 🛸 FULL : https://t.co/WzUx3eybAA https://t.co/cNQsLEsqcp CDR David Fravor testified at the last Congressional hearing on UFOs. We have a second"
[X Link](https://x.com/ankitjain/status/1856364564327100660) 2024-11-12T15:52Z [---] followers, [---] engagements
"e.g. Company - Quarter in which $500 TTM revenue achieved - TTM rev YoY growth rate at that milestone Atlassian ($TEAM) - Sep [----] - 39% Smartsheet ($SMAR) - Dec [----] - 26% Asana ($ASAN)) - Dec [----] - 52% Monday ($MNDY) - Dec [----] - 68%"
[X Link](https://x.com/ankitjain/status/1858085708197425583) 2024-11-17T09:52Z [---] followers, [--] engagements
"Caveat: The sharp drop in growth rate for $MNDY $ASAN $SMAR at $500 mn TTM revenue is also heavily influenced by macro slowness after [----]. $TEAM wasn't facing similar situation when it hit the same milestone in Dec [----]. It too has seen growth slow from a steady 35% to 25%"
[X Link](https://x.com/ankitjain/status/1858087489941983685) 2024-11-17T09:59Z [---] followers, [---] engagements
"Another caveat: The hunt for growth by Challengers tends to be at a much lower operating efficiency. The Challengers are "blitzscaling" to arrive at the revenue milestones faster. This poses risks when the macro turns unfavourable. Aggressive scaling is then tempered down"
[X Link](https://x.com/ankitjain/status/1858106319799976218) 2024-11-17T11:14Z [---] followers, [--] engagements
"The balance of chasing growth & maintaining efficiency (Ro40 - "Rule of 40") is reflected in the stock rebound from the peaks in Nov'21. $MNDY rewarded the most - relatively higher growth while maintaining Ro40. $SMAR - low growth improved Ro40. $TEAM - Doldrums $ASAN - Ro40 👎"
[X Link](https://x.com/ankitjain/status/1858111165655638488) 2024-11-17T11:33Z [---] followers, [---] engagements
"Lastly here's how the Project Management cohort of listed SaaS have done on the "Rule of 40" metric over the years. $TEAM - Was declining since Mar [----] halted in Sep [----] after growth stabilized. Growth not yet accelerating but margins have improved slightly since Mar 2023"
[X Link](https://x.com/ankitjain/status/1858165835883229224) 2024-11-17T15:10Z [---] followers, [--] engagements
"An aspect of getting more years of experience is building a more accurate sense of optionality in choices and the cost of holding that optionality. e.g. "I can move to a new rental place whenever I want" "I can fix the tech debt whenever it feels important" Learned pragmatism"
[X Link](https://x.com/ankitjain/status/1864335808527806769) 2024-12-04T15:47Z [---] followers, [--] engagements
"Musing: ARR Growth rate expressed as % can be deceptive when plotted over long-term Natural tendency will be for Growth-rate compression as the Revenue scale increases Important to look at actual $ added per unit time (say trailing [--] qtr) Spikes show the real strategy wins"
[X Link](https://x.com/ankitjain/status/1864650120047862192) 2024-12-05T12:36Z [---] followers, [--] engagements
"To illustrate: $TEAM added $860 mn to yearly Revenue in the last [--] quarters (highest ever) @ YoY growth rate of 23.3% (lowest ever). $MNDY added $230 @ YoY growth rate of 34.0%. Basic math. MNDY suddenly can't make its current absolute Rev growth become 3.7x to match TEAM"
[X Link](https://x.com/ankitjain/status/1864701022687351023) 2024-12-05T15:59Z [---] followers, [---] engagements
"Very few Marketplaces or info aggregators do justice to how the ratings are conveyed. If the rating is calculated: - Lifetime average: least value - Last X weeks/months: recency bias - Last Y ratings: unknown time period The transparent way is to chart the trend of avg rating"
[X Link](https://x.com/ankitjain/status/1872629507951337739) 2024-12-27T13:04Z [---] followers, [--] engagements
"Real-world example: [--] vastly diff takeaways using a rolling 4-qtr avg vs lifetime avg. Lifetime avg: Low fidelity hard to move the metric up or down after historical accumulation tendency to asymptote to a lower value. 4-qtr avg trend: Incumbent falters then regains ground"
[X Link](https://x.com/ankitjain/status/1872861221789286632) 2024-12-28T04:24Z [---] followers, [--] engagements
"Lifetime avg rating further fails to show the initial high rating "push" as a marketing tactic by both Incumbent & Challenger. The weight of that initial push continues to dominate years later when the number of real ratings in a period becomes a fraction of that at the launch"
[X Link](https://x.com/ankitjain/status/1872868836518838510) 2024-12-28T04:55Z [---] followers, [--] engagements
"What if Twitter/X had fired not 80% of the team but 80% of the bots Every interaction with a post from a popular account gets a bot-like in [--] seconds"
[X Link](https://x.com/ankitjain/status/1877454978177974437) 2025-01-09T20:38Z [---] followers, [--] engagements
"5 yrs of WFH means reduced immunity in the body due to lack of exposure to regular controlled dose of bacteria/viruses. Every travel for meetings (flight hotels closed conference rooms) is leading to contraction of infection. Despite mask on during transit. Suggestions"
[X Link](https://x.com/ankitjain/status/1882970581370585499) 2025-01-25T01:55Z [---] followers, [--] engagements
"TIL: TRON (1982) was also an allegory about the Personal Computers (a democratic system) challenging the authority of Mainframe Computers (a centralised system). For reference: Apple II was launched in [----]. Lisa was launched in [----]. TRON was quite on the mark"
[X Link](https://x.com/ankitjain/status/1889779847213302243) 2025-02-12T20:53Z [---] followers, [--] engagements
"I am teaching my toddler to groove to the popular Bollywood Holi songs. His tiny fingers go in the air eagerly mimicking the steps he sees. Then I hold them to better sync the movement with the rhythm of the beats. One of the most joyful forms of supervised learning & RLHF🤗"
[X Link](https://x.com/ankitjain/status/1900808446154600903) 2025-03-15T07:17Z [---] followers, [--] engagements
"@SeekingN0rth @a16z @firstround Content is a force multiplier in creating widespread networking opportunities. The person reaching out would have self-filtered by reading the ideas and tone of someone's content. Kudos for raising the bar in the Indian ecosystem"
[X Link](https://x.com/ankitjain/status/1901549781115121758) 2025-03-17T08:22Z [---] followers, [---] engagements
"CPO/SVP/VP success in achieving outsized outcomes increasingly depends on the domain expertise (market structure headwind/tailwind trends opinionated takes) when the role involves expanding the P/M fit of the core product. It can't remain a craft & operational excellence role"
[X Link](https://x.com/ankitjain/status/1903493791555666036) 2025-03-22T17:07Z [---] followers, [--] engagements
"In early-stage companies the Founder is the de facto CPO and typically has an opinionated take on Product/Market fit. As the company scales and aims to become multi-product Product leaders begin acting as Entrepreneurs-in-Residence. Their pulse of the domain becomes crucial"
[X Link](https://x.com/ankitjain/status/1904216005473403039) 2025-03-24T16:57Z [---] followers, [--] engagements
"The closer you look at B2B collaboration-based software the more you see "workflows" appear as the critical generalized concept implemented in all - but each with their unique flavour. Salesforce - Pipeline stages ServiceNow - Ticket states Sharepoint - Document approval stages"
[X Link](https://x.com/ankitjain/status/1909221478672879939) 2025-04-07T12:27Z [---] followers, [--] engagements
"Just a day after musing about upcoming Standards War in the #LLMs valuechain this happens. https://x.com/WesRothMoney/status/1910099977206137264 Google is taking over the AI Agents space They just announced a massive buildout of the AI Agents ecosystem including: 1) Agentspace 2) Agent Development Kit 3) A2A (Agent2Agent Protocol) Here's what YOU need to know: 🧵🔥: https://t.co/6zLn7OUDlV https://x.com/WesRothMoney/status/1910099977206137264 Google is taking over the AI Agents space They just announced a massive buildout of the AI Agents ecosystem including: 1) Agentspace 2) Agent"
[X Link](https://x.com/ankitjain/status/1910107207905030435) 2025-04-09T23:07Z [---] followers, [--] engagements
"Chatter has started on the Standards War. Google's A2A claims it is complementary to Anthropic's MCP. But how long before the might of Google subsumes the entire valuechain https://x.com/solomonstre/status/1909983975243661768 @SergioGaitanC Not directly. A2A for agent-to-agent and MCP is for agent-to-tool. But the line between agent and tool is quite murky. In theory they can coexist in practice I foresee a tug of war. Developers can only invest their energy into so many ecosystems. https://x.com/solomonstre/status/1909983975243661768 @SergioGaitanC Not directly. A2A for agent-to-agent and"
[X Link](https://x.com/ankitjain/status/1910181623812804652) 2025-04-10T04:02Z [---] followers, [--] engagements
"@HankYeomans Do record a systems design / architecture diagram walkthrough when you get the hang of it Is there a good source where they deconstruct popular products like this Similar to @bytebytego"
[X Link](https://x.com/ankitjain/status/1910859965239009777) 2025-04-12T00:58Z [---] followers, [--] engagements
"Or the heavylifting for multitasking could be done by a #LLMs "Windows/Linux/MacOS" equivalent application that is the single path via which all LLM applications of a user process their prompts/contexts/"process". That "OS" handles context switching & maintains process states"
[X Link](https://x.com/ankitjain/status/1910929137654517822) 2025-04-12T05:33Z [---] followers, [--] engagements
"The "LLM as a CPU" metaphor is a far cry from "#LLMs are only a sophisticated autocomplete" mental model. Once we switch the metaphor a whole new set of possibilities & progress direction becomes almost self-evident. Let's see how much the metaphor holds in the coming times"
[X Link](https://x.com/ankitjain/status/1910932660043608549) 2025-04-12T05:47Z [---] followers, [---] engagements
"Every team in every function is tinkering with AI. Either by adopting external tools. Or building internally if they have the technical chops to attempt it (Dev QA DevOps etc) If your AI product is for the latter group then it needs to be 10x better than in-house solution"
[X Link](https://x.com/ankitjain/status/1913284478870630887) 2025-04-18T17:32Z [---] followers, [--] engagements
"A tech-savvy ICP will always first debate - "what are you doing better that we can't do" That's a fair question to ask. Your proprietary secret AI sauce has to be better. It has to stand the test of solving the last 20% of use cases that the in-house wrapper over #LLMs can't"
[X Link](https://x.com/ankitjain/status/1913292731742597211) 2025-04-18T18:05Z [---] followers, [--] engagements
"Symptom of "techno-fetishism" where the emphasis is on the technology itself rather than its impact or value to users. Also a symptom of "build bias" - the tendency to celebrate building technically complex cool things while neglecting actual usefulness or success w/ users"
[X Link](https://x.com/ankitjain/status/1913463076676051100) 2025-04-19T05:22Z [---] followers, [--] engagements
"With OpenAI "inadvertently leaking" their WAU of [---] mn users it will be interesting to learn how their retention rate compares to the outlier sticky B2C products like Facebook / Insta / TikTok / WhatsApp / YouTube / Spotify / DuoLingo / Gaming Apps etc"
[X Link](https://x.com/ankitjain/status/1913464548755165387) 2025-04-19T05:27Z [---] followers, [--] engagements
"@hvpandya Indians Chinese Sumerians Mesopotamians Egyptians Mayans Polynesians Arabs - tropical or desert weather - all flourished in knowledge arts and taste before the relatively naturally "colder climate" regions registered themselves on the technology/culture map. Food AC"
[X Link](https://x.com/ankitjain/status/1913471193870729562) 2025-04-19T05:54Z [---] followers, [---] engagements
"@HankYeomans Which model would you recommend for trying this Can't do on my free ChatGPT tier. This exercise reminded me that the core #LLMs may no longer have "creativity excellence" as the goal () An inherently "non-deterministic" tech is being forced to excel in "deterministic" tasks"
[X Link](https://x.com/ankitjain/status/1914650824153718935) 2025-04-22T12:01Z [---] followers, [--] engagements
"Musing: Proliferation of AI-tools especially those catering to the "personal productivity" horizontal use case will create an explosion of metadata - data about data The staggering amount of summarising / repurposing / remixing will further blur the origin of an original idea"
[X Link](https://x.com/ankitjain/status/1916512285515714821) 2025-04-27T15:18Z [---] followers, [--] engagements
"@fortelabs Do share thoughts on how to make use of it when one doesn't have as rich a collection of notes that you had to feed it. Most folks maybe are at zero"
[X Link](https://x.com/ankitjain/status/1917008597806158104) 2025-04-29T00:10Z [---] followers, [--] engagements
"@saurabhchandra We were developing in raw Ajax / jQuery. No frameworks no caching no components no type check. I remember a late nighter to handcode an XML-based caching layer for perf optimization. So much has changed. And yet nothing. Same old story of abstraction layers & tool chain"
[X Link](https://x.com/ankitjain/status/1917249927249608741) 2025-04-29T16:09Z [---] followers, [--] engagements
"Musing: Are Gen-AI benchmarks going the same way as the credit rating agencies went Hint: [----] crisis With so many $ billions of investment at stake (possibly $ trillions if include the 2nd order effect of valuations and overall ecosystem) the perverse incentives are huge"
[X Link](https://x.com/ankitjain/status/1918496203873910953) 2025-05-03T02:41Z [---] followers, [--] engagements
"I bet the #LLMs cohort of co's will evolve to self-regulate on the rigour of benchmark standards and evaluations. Just like movies gaming and media has done for content safety. #LLMs have both model quality+perf (B2B) & output content safety (B2C) parameters to standardize on"
[X Link](https://x.com/ankitjain/status/1918499058832031779) 2025-05-03T02:53Z [---] followers, [--] engagements
"Building upon this. Think of: - Slack as the interface for "NLQL" (natural language query language) powered by #LLMs - Salesforce Jira WorkDay etc as the "system of records" - A visualisation layer to present the insights (Marc Benioff's #SaaS vision) https://www.youtube.com/watchv=gwQzpwZDhjQ "Software is eating the world" "AI is eating the software" Well right now it seems more like that software will increasingly play the role of "system of records" on top of which a "natural language query language" will pull the records to create insights. Read not write."
[X Link](https://x.com/ankitjain/status/1918546609220333752) 2025-05-03T06:02Z [---] followers, [---] engagements
"@HankYeomans I agree. But tech jobs are presumably highly visible/influential. Tech does capture a good share of capital markets too. Some non-tech economy-futurist should find it interesting to have a take on it. Complex supply demand factors of production marginal costs etc at play"
[X Link](https://x.com/ankitjain/status/1918819310673232043) 2025-05-04T00:05Z [---] followers, [--] engagements
"The advent & adoption of automobile in transport farming & warfare led to fall in the horse population in the US by 85-90% in about [--] years (1915 - 1950s). We are way past the peak population of a popular domesticated species that was an important "factor of production.""
[X Link](https://x.com/ankitjain/status/1919158707033911463) 2025-05-04T22:34Z [---] followers, [--] engagements
"Air India has taken flight safety video to another level. Fusion of Indian traditional dance forms and flight safety instructions. Very unique very Indian. Well done @airindia Kudos to the creative agency and minds behind this"
[X Link](https://x.com/ankitjain/status/1927559939423126010) 2025-05-28T02:57Z [---] followers, [--] engagements
"And my first experience of Free WiFi onboard a domestic flight. So far only had on international flights. FlightRadar may now have some degree of Product/Market fit collapase. TrackMyFlight kind of apps are surely going to become popular"
[X Link](https://x.com/ankitjain/status/1927569314946732153) 2025-05-28T03:35Z [---] followers, [--] engagements
"AI hype: "SaaS is dead" Meanwhile SAP has been accelerating its revenue growth since Sep [----]. Latest it is growing at 9.4% YoY. But on its $37.4 bn revenue base that's adding $9.2 bn net revenue every year. For a "legacy" player in a challenging macro that's staggering"
[X Link](https://x.com/ankitjain/status/1932033438258983313) 2025-06-09T11:14Z [---] followers, [--] engagements
"Intuit is another standout among the large SaaS players. Was adding a little less than $ [--] bn in net revenue every [--] qtrs for [--] years between Dec [----] and Dec [----]. Then got a Covid-boost. And now accelerating again after Covid-boost phased out. Added $2.3 bn in last [--] qtr"
[X Link](https://x.com/ankitjain/status/1932073836394254479) 2025-06-09T13:54Z [---] followers, [--] engagements
"Contrast this with Salesforce. Over a decade-long time frame it continuously accelerated the yearly revenue growth. But now its revenue growth is clocking at half that it had at its peak in Jun [----]. The % YoY growth further impacted - from 21.2% (Jun 22) to 7.6% (Mar 25)"
[X Link](https://x.com/ankitjain/status/1932096626199519446) 2025-06-09T15:25Z [---] followers, [--] engagements
"LinkedIn's next level push for content engagement: [--]. Resurface old popular posts from accounts you usually engage with (or genre of content you usually like) [--]. Remove the "posted X mins / hours / days / months ago" info from such posts (to create faux recency) Dark patterns"
[X Link](https://x.com/ankitjain/status/1936681482162250032) 2025-06-22T07:03Z [---] followers, [--] engagements
"Chrome baking in the "Help me write" feature can be a death knell for many AI writing assistants. Distribution superpower But the feature discovery is terrible. While released in Feb [----] I learnt of it year+ later. And my first try resulted in: "Couldn't help with that"🤷♂"
[X Link](https://x.com/ankitjain/status/1937760292861260218) 2025-06-25T06:30Z [---] followers, [--] engagements
"The timeseries plotting of the ratio of pain : progress (evaluated not immediately but after a cooling off period) is as objective one can be to evaluate whether to continue down a path of pursuit. Applies to everything - professional relationships skills hobbies etc"
[X Link](https://x.com/ankitjain/status/1937888397277950353) 2025-06-25T14:59Z [---] followers, [--] engagements
"Upper layers have the most "context" to deliver meaningful accurate results. Lower layers have the most "horizontal reach" to cover breadth across all specialized cases. Imagine if Browser hadn't become the "OS over OS". ChatGPT would be a Desktop app w/ basic HTML rendering"
[X Link](https://x.com/ankitjain/status/1937892308743340470) 2025-06-25T15:15Z [---] followers, [--] engagements
"In mobile the OS has still not been upended by the Browser. So we see Android and iOS push for native AI capabilities (+ inside native bundled apps). But haven't seen so much of push for Mac or Windows (have you) And then there is ChatGPT aiming to become WeChat if the Web"
[X Link](https://x.com/ankitjain/status/1937898402320392652) 2025-06-25T15:39Z [---] followers, [--] engagements
"One of the biggest pure-play AI software monetisation successes right now: Palantir $PLTR. While its products & value proposition lead to strong divisive views the market doesn't care a bit about those. P/S 113x ($NVDA 22x) P/E ttm 623x ($NVDA 48x)🤯 Rev growth 34% @ $3.1 bn"
[X Link](https://x.com/ankitjain/status/1937935340813139982) 2025-06-25T18:06Z [---] followers, [--] engagements
"@kn_neeraj Not so sure about that distinction. AI model & infra layer services are getting as productized as Cloud infra layer services. Do you see it differently"
[X Link](https://x.com/ankitjain/status/1937941431005642805) 2025-06-25T18:30Z [---] followers, [--] engagements
"Today I got clued in about an AI assistant co' that blatantly chooses "outrage marketing" as a strategy to gain virality for its content. Value prop promoted is "we help you cheat". The calm rational response for its users is to do the same back to it. Look up the investors"
[X Link](https://x.com/ankitjain/status/1938000696101699983) 2025-06-25T22:25Z [---] followers, [--] engagements
"Best profile visit info ever from LinkedIn Premium Analytics"
[X Link](https://x.com/ankitjain/status/1938123978117464553) 2025-06-26T06:35Z [---] followers, [--] engagements
"An interesting side-effect of the arms race of bringing AI into our products. Some new prospects ("late majority") have decided to wait on the sidelines for this to play out before committing to a new tool. "Software vendors are continuously & rapidly outplaying each other.""
[X Link](https://x.com/ankitjain/status/1938467345087058028) 2025-06-27T05:20Z [---] followers, [--] engagements
"Could be just a stalling tactic. A polite way of saying "no" to your product. That aside does give a pause - when to commit to a new tool especially for the AI value prop when every tool in the category is evolving every month with its AI pixie dust. "We have seen enough""
[X Link](https://x.com/ankitjain/status/1938470008902074455) 2025-06-27T05:30Z [---] followers, [--] engagements
"Musing: Extending the "Context window" length is one of the north-star goals for AI models. But I bet we will soon realise that retaining all historical context is not good for inference outcomes. Like humans. Selective historical context is what both humans & AI models need"
[X Link](https://x.com/ankitjain/status/1938479904607367670) 2025-06-27T06:09Z [---] followers, [--] engagements
"Musing: What happens to the market for popular fiction novels in an age of video content explosion In a Friday eve chat with Gen Y & Gen Z nobody had heard of Frederick Forsyth & The Day of The Jackal. It was one of the staple reads in dorm rooms back in my days at college"
[X Link](https://x.com/ankitjain/status/1938621173086195873) 2025-06-27T15:31Z [---] followers, [--] engagements
"Chegg is quoted as one of the top examples of a product value prop disrupted by LLMs. Stock went from: $ [--] - $ [--] range after IPO to. $30 - $45 range pre-Covid to. $75 - $100 range peak-Covid to. $0.5 - $2.0 range now What a rollercoaster for long-term shareholders The Price/Sales ratio has fallen from [-----] at its peak to [----] now. A wild -99% swing. It is still a $560 mn annual revenue company. But that revenue is collapsing; @ -30% YoY for the latest reported quarter. At the Covid peak the same was growing @ +65% YoY ---"
[X Link](https://x.com/ankitjain/status/1939300585087639998) 2025-06-29T12:31Z [---] followers, [--] engagements
"Chegg was not a one-trick Covid pony. In Q3 [----] its Revenue-ttm was lowest since the IPO. From there it grew its quarterly revenue to 2x by Q1 [----] (just before Covid hit). Followed the Netflix-like playbook. Transitioned from a textbook rental service to a digital-first subscription service. Further got a boost from Covid. Quarterly revenue grew by 60% in the next [--] quarters (Q4 2020). And stayed at those levels for the next [--] years (Q4 2022). Q4 [----] when ChatGPT [---] was released. That's when the product PMF erosion started. In Q2 [----] (1.5 years later) Google releases "AI Overviews" in"
[X Link](https://x.com/ankitjain/status/1939363495319093633) 2025-06-29T16:41Z [---] followers, [---] engagements
"@haridigresses It would take lot of illiquid Grammarly stock at current low valuations to give exit to Coda and Superhuman investors who entered at the peak. It would be a combination of cash and stock. Some haircuts on both sides to make it work"
[X Link](https://x.com/ankitjain/status/1940111212790128642) 2025-07-01T18:12Z [---] followers, [---] engagements
"Different power-ups to power through - An affinity to problem solving for product & biz growth - Curiosity to learn why this happened (observer mode) - Responsibility towards the team (guide push shield) - Stretch zone reps (dislike it but need to grow to like it) - "Man-in-the-arena" sentiment surge"
[X Link](https://x.com/ankitjain/status/1940461394681545180) 2025-07-02T17:23Z [---] followers, [--] engagements
"AI is boosting productivity AND powering vibe coding. Both combined should we see a strong comeback of the "20% time" More spare bandwidth and readiness of tools to turn creative innovation ideas into a working product. It should be a test for the AI promise. What is the version of hackathons or "20% time" for Product Managers Any creative ideas other than a "mini Design Sprint" #productmanagement What is the version of hackathons or "20% time" for Product Managers Any creative ideas other than a "mini Design Sprint" #productmanagement"
[X Link](https://x.com/ankitjain/status/1941554429066608846) 2025-07-05T17:47Z [---] followers, [--] engagements
"Musing: Will we ever get to clear all the "digital debt" that we accumulate as years pass by - Emails across decade(s) - Data in old laptops phones tablets hard drives - Data & media (photos videos) in Cloud drives - Bookmarks in Chrome and on favorite Social Media - Newletter subscriptions - RSS feeds - Google Alerts - now LLM chats - and lot more. What's the Marie Kondo version of our digital self"
[X Link](https://x.com/ankitjain/status/1942915336153817250) 2025-07-09T11:54Z [---] followers, [--] engagements
"Musing: The Wallfacers in The Three Body Problem would need to have an exceptionally large mental RAM. They'd have to hold all their strategy & decision trees in their mind. No luxury of creating notes to aid their thinking & memory. A very long permanent "context window""
[X Link](https://x.com/ankitjain/status/1943175584600797320) 2025-07-10T05:08Z [---] followers, [--] engagements
"Slack is great when you want to multitask - async fast-process from a backlog of conversation threads (even with a "time context window" size of a few minutes). Slack is poor when you want a synchronous conversation without multitasking. Too much wait time between messages"
[X Link](https://x.com/ankitjain/status/1943585054866969056) 2025-07-11T08:16Z [---] followers, [--] engagements
"What don't all non-fiction books come with an Index Book publishing softwares would be sophisiticated enough to generate a "90% done" Index on the fly. The author-in-the-loop can add the remaining 10% nuance and details. And do also for characters in murder mystery books"
[X Link](https://x.com/ankitjain/status/1943621101239550128) 2025-07-11T10:39Z [---] followers, [--] engagements
"Agreed. The metaphor is universal. Though real life has difference. The metaphor usually is narrated as: fill stones then pebbles then sand then water. A good fit for making a point. But real life goes like: [--] stone [--] pebbles another stone maybe some water 50g sand [--] more stones. It is hard to first fill all the stones and the proceed to the rest in a sequence - despite knowing the algorithm"
[X Link](https://x.com/ankitjain/status/1944402328242807020) 2025-07-13T14:23Z [---] followers, [--] engagements
"Yeah could be. The gig economy and seeding marketplaces (or 2-sided networks) may be out of scope for the original text. Salesforce launched as SaaS is similar. It was in a Red Ocean of CRM but simultaneously in a Blue Ocean based on the early days of acceptance for cloud-based Enterprise software"
[X Link](https://x.com/ankitjain/status/1944801601790861347) 2025-07-14T16:50Z [---] followers, [--] engagements
"Unpopular opinion: Team cultures which emphasize in-person collboration over remote work do so because most members aren't able to be thoughtful about breaking complex projects into atomic tasks and establish workflows between themselves that can be aided by digital tools. Of course this does not apply to situations of sales relationhip building high-stakes conflict resolution etc. But most % of work in established teams is not of the above nature. Rest can be handled both sync & async using appropriate digitial tools and a workflow discipline. In a world where executives will push their"
[X Link](https://x.com/ankitjain/status/1946577187571941808) 2025-07-19T14:25Z [---] followers, [--] engagements
"💡 Tip: If you are Mac laptop user then track your real battery health by periodically checking the "battery cycle counts". Use command: 'system_profiler SPPowerDataType grep "Cycle Count"' For your Mac model know after how many cycles your battery will start degrading in backup capacity. Slow down your rate of Cycle Count consumption by pactiacal means suitable to your use case. https://support.apple.com/en-in/102888 https://support.apple.com/en-in/102888"
[X Link](https://x.com/ankitjain/status/1954397967647216077) 2025-08-10T04:22Z [---] followers, [--] engagements
"The culture tax in the team is the equivalent of indirect tax in the economy. Everybody pays for it. Everybody thinks its normal and fair because everybody pays for it. The bigger more complex the project the larger the absolute tax. No tax rate rebates at higher slabs"
[X Link](https://x.com/ankitjain/status/1957812580006731972) 2025-08-19T14:31Z [---] followers, [--] engagements
"@reddy2go Actually thinking more about it the answer depends upon the type of cognitive task and your affinity towards it. I can play inside spreadsheets much longer than building mind maps than writing strategy docs than doing honest performance reviews. :)"
[X Link](https://x.com/ankitjain/status/1969768660597084518) 2025-09-21T14:20Z [---] followers, [--] engagements
"Defining "hard work" for knowledge workers is a hard exercise. It is easier to define what it is not. Not: 🚫 Long hours at the office desk 🚫 Being constantly responsive on Slack/email. 🚫 Multi-tasking like a juggler 🚫 Borrowing never repaid debt of time from rest & play"
[X Link](https://x.com/ankitjain/status/1970194576737739086) 2025-09-22T18:32Z [---] followers, [--] engagements
"A paradox of "crisis mode" for teams is that it instantaneously removes ambiguity and deliberation around conflicting priorities. Laser-sharp focus on controlling the fire. All noise dies down (except for that around the management of the crisis at hand). The more often it happens the more it can become alluring to be in that state of heightened focus. Though for wrong reasons"
[X Link](https://x.com/ankitjain/status/1971092415780917455) 2025-09-25T06:00Z [---] followers, [--] engagements
"Yes it is happening. ChromeOS + Android stack + Gemini https://www.theverge.com/news/784381/qualcomm-ceo-seen-googles-android-pc-merger-incredible Now imagine if an AI-first Operating System comes on the scene - with an integrated local AI model - and with system AI API calls than network AI API calls. https://www.theverge.com/news/784381/qualcomm-ceo-seen-googles-android-pc-merger-incredible Now imagine if an AI-first Operating System comes on the scene - with an integrated local AI model - and with system AI API calls than network AI API calls"
[X Link](https://x.com/ankitjain/status/1971373672834400696) 2025-09-26T00:38Z [---] followers, [--] engagements
"Many AI influencers do a disservice to the real potential of AI by projecting it as a silver bullet for delegating away all your work efficiency problems and getting "free time" for free. Very few speak about its potential to raise the bar for the quality of work. AI usage should not be about quantity-first or velocity-first but quality-first. Higher average quality across a greater quantity of work accomplished in a lesser time - in that order. You need to fire people that generate endless workslop with AI. There will be a cohort of people that will drag down the group project so to speak."
[X Link](https://x.com/ankitjain/status/1972253029081690558) 2025-09-28T10:52Z [---] followers, [---] engagements
"Reframing the perspective on a situation is a powerful lever to turn a challenge into an opportunity. But how would you do that If you already had your beliefs in the right place the situation would never have appeared as a "challenge" to begin with. That's where a mentor or coach with credible lived experiences of such challenges-turned-into-opportunities can do the Inception-esque idea planting deep in your psyche even though it may be organically resisting that change of perspective"
[X Link](https://x.com/ankitjain/status/1974144663012717049) 2025-10-03T16:09Z [---] followers, [--] engagements
"@lennysan @stewart @MelanieCanva @pmarca @ElenaVerna @rmstein I am wondering when you will be starting your own startup incubator or a take on TechCrunch Disrupt / Product Hunt. :)"
[X Link](https://x.com/ankitjain/status/1974187040293175629) 2025-10-03T18:57Z [---] followers, [---] engagements
"A consumer Super App is the El Dorado of the Indian startup ecosystem. https://www.youtube.com/watchv=q02fIJxAewM https://www.youtube.com/watchv=q02fIJxAewM"
[X Link](https://x.com/ankitjain/status/1974765978094575636) 2025-10-05T09:17Z [---] followers, [--] engagements
"@sriramk Anyone thinking otherwise has not yet made [--] sales pitches to their Enterprise ICP for buying and adopting AI comprehensively"
[X Link](https://x.com/ankitjain/status/1977500231848874450) 2025-10-12T22:22Z [---] followers, [---] engagements
"A side-effect of incorporating AI in regular products is making Software Devs face indeterministic outputs on a regular basis in a discipline which generally makes one more accustomed to deterministic outputs Changes the conversations up the stack in delivery & biz outcomes too"
[X Link](https://x.com/ankitjain/status/1892783232250233040) 2025-02-21T03:47Z [---] followers, [--] engagements
"@mdubakov @fibery_io Thanks Does Fibery connect with Salesforce to capture Sales teams' notes on deals they prospect & any feedback left for Product Looking for this but don't see it on the Integrations page"
[X Link](https://x.com/ankitjain/status/1893229751805907443) 2025-02-22T09:22Z [---] followers, [--] engagements
"Counterstrike i built a chrome extension to delete all the ai ghibli slop from my feed https://t.co/PQLquVjcmm i built a chrome extension to delete all the ai ghibli slop from my feed https://t.co/PQLquVjcmm"
[X Link](https://x.com/ankitjain/status/1905664142184513548) 2025-03-28T16:51Z [---] followers, [--] engagements
"Musing: Where does $ on P&L of a #SaaS co already sink: - Mktg goes to Paid Ads (Search & Social) - Infra goes to Cloud services (AWS Azure GCP Oracle) [--] largest headcount-dominated cost heads are Engg Sales & Support $ budgets in all [--] are now up for taking by AI-agents"
[X Link](https://x.com/ankitjain/status/1918554423233589671) 2025-05-03T06:33Z [---] followers, [--] engagements
"The more production AI systems I see the more my intuition shifts. Teams are extracting massive value from transformer architecture that hasn't fundamentally changed: - Creative retrieval strategies solving context window constraints - Workflow orchestration patterns converting unreliable calls into reliable products - Process redesigns that leverage model strengths while designing around weaknesses The transformer is still a "next-word predictor." But the ecosystem engineering is making it practically transformative. Even if we hit hard scaling limits on model improvements there's"
[X Link](https://x.com/ankitjain/status/1979814198029996515) 2025-10-19T07:37Z [---] followers, [--] engagements
"@soorajchandran_ These places will become more habitable and sort of win the lottery of climate change if they are not near the sea/ocean"
[X Link](https://x.com/ankitjain/status/1980674199007211632) 2025-10-21T16:35Z [---] followers, [--] engagements
"@leerob @GergelyOrosz Curious. What directionally is Vercel focusing on as well as eliminating to make it preferred choice vs AWS for pre-scale backend"
[X Link](https://x.com/ankitjain/status/1983697085309579576) 2025-10-30T00:46Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ankitjain Ankit Jain
Ankit Jain posts on X about ai, in the, meta, agentic the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] +2.80%
- [--] Month [------] +1,090%
- [--] Months [------] +767%
- [--] Year [------] +145%
Mentions: [--] #
- [--] Year [--] -92%
Followers: [------] #
- [--] Week [---] +0.29%
- [--] Month [---] +0.14%
- [--] Months [---] +3.90%
- [--] Year [---] +13%
CreatorRank: [---------] #
Social Influence
Social category influence technology brands stocks finance social networks countries celebrities automotive brands travel destinations vc firms events
Social topic influence ai, in the, meta, agentic #1305, future, investment, debt, agents, ipo, microsoft
Top accounts mentioned or mentioned by @gergelyorosz @samvega @baruaashish @saasdude @hankyeomans @ttaulli @productogy @evanlapointe @ianharveyot @jasonlk @knneeraj @talesftf @elenaverna @dodonerd @anshublog @gokulr @chamath @dkhare @garymarcus @biobootloader
Top assets mentioned Microsoft Corp. (MSFT) monday.com Ltd. (MNDY) Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) HUBSPOT, INC. (HUBS) ServiceNow Inc (NOW) Atlassian Corporation PLC (TEAM) Metadium (META) Amazon.com, Inc. (AMZN) Asana, Inc. (ASAN) Smartsheet Inc. (SMAR) Salesforce Inc (CRM) Intuit Inc. (INTU) Oracle Corporation (ORCL) Figma, Inc. (FIG) Snowflake Inc. (SNOW)
Top Social Posts
Top posts by engagements in the last [--] hours
"Momentum in Indian Startups funding is at record highs Total deals* 30% from the steady-state throughout [----] 120% from COVID lows New deals* 22% from the [----] peak 215% from COVID lows * publicly announced"
X Link 2021-04-03T05:10Z [---] followers, [--] engagements
"Damn you wouldn't recognize your own planet if you travelled sufficiently back in time. Which means that the original Planet of The Apes movie (1968) could have used a globe instead of the Statue of Liberty for its iconic ending. One billion years of tectonic plate movements https://t.co/I1ANvWosPD One billion years of tectonic plate movements https://t.co/I1ANvWosPD"
X Link 2022-06-21T18:07Z [---] followers, [--] engagements
"1/5 Propelling virtual collaboration forward is not just a mere "efficiency gain" story but more importantly a "democratizing access & participation" endeavor"
X Link 2022-11-17T01:02Z [---] followers, [--] engagements
"Imposter Syndrome is the undesired side-effect of being self-critical while being ambitious in pushing yourself out of your comfort zone. It is sort of a capital gain tax one occasionally pays for chasing #personaldevelopment. One personal hack which helps alleviate its grip 👇"
X Link 2022-12-07T07:08Z [---] followers, [--] engagements
"1/4 Even while the calendar resets the arrow of time relentlessly continues flying "forward" with precision. Deeply influencing that macroscopic truism of unidirectional flow is the 2nd Law of Thermodynamics - that entropy (disorder) of the Universe increases with time"
X Link 2022-12-21T07:52Z [---] followers, [---] engagements
"So many tweets expressing surprise at FDIC limit of insuring only $250k of deposits. Sad as it is a whole new generation is going to be coached about Fractional Reserve Banking. It is like the "Luke I am your father" moment for anyone watching Star Wars the first time"
X Link 2023-03-12T01:22Z [---] followers, [---] engagements
"@DodoNerd + insights + stories matter"
X Link 2023-03-15T13:00Z [---] followers, [--] engagements
"@ttaulli Technical question for GTM experts: Is this a "cross-sell" or an "up-sell""
X Link 2023-07-22T01:58Z [---] followers, [--] engagements
"@ttaulli :) True. The causality order can be established for any permutations of the three"
X Link 2023-07-22T02:02Z [---] followers, [--] engagements
"@anshublog Isn't this strategy all about using Engg investment to create "top of the funnel" for trials and then convert the heavy users to managed plans"
X Link 2023-08-12T07:35Z [---] followers, [--] engagements
"@gokulr @chamath In this 3rd path which would be the "land" part of the product - payments or software Hypothesis: Pure payments has a much larger TAM and cleaner value prop to commnicate than payments wrapped inside a software"
X Link 2023-08-19T11:07Z [---] followers, [----] engagements
"Musing: What would the plot of "% of global workforce having 'night-duty' as part of normal working hours" look like over the span of human society evolution Hypothesis: Creating a world heavily dependent on 24X7 labour availability is a non-obvious proxy of conquering nature"
X Link 2023-08-26T15:42Z [---] followers, [---] engagements
"@dkhare It could be valuable to publish case study of an India-based SaaS Co that scaled to $XXX mn ARR - chart the ARR/FTE over the 0-to-100 journey w/ reasons for inflexion points. A large cohort of India-based SaaS is still at low $XX ARR. Hence lots of decisions yet to be made"
X Link 2023-10-10T21:49Z [---] followers, [---] engagements
"@Productogy @evanlapointe Being a major investor in the strategically imp bet I doubt that MSFT got wind of schisms in the top team only after a public announcement. Some options to handle the implosion would have been on the mind - at least for a month or so. If not the case a very passive investment"
X Link 2023-11-21T04:17Z [---] followers, [---] engagements
"@evanlapointe @Productogy I'm reaching a similar conclusion but from a different angle. Don't think that this was all a last-minute stroke of strategic brilliance. Some situational awareness of the OpenAI team dynamics must have existed beforehand"
X Link 2023-11-21T04:45Z [---] followers, [--] engagements
"@GaryMarcus @bio_bootloader @vkhosla OpenAi's revenue is already at $1.3 bn. Even if everyone leaves somebody like Adobe or Salesforce should be able to buy them for 10x revenue at least. That should be the worst case scenario But don't think the non-profit Board is necessarily optimizing for dollar-valuation"
X Link 2023-11-21T23:43Z [---] followers, [--] engagements
"Black Friday mayhem (or lack of) videos are one of the strongest cultural barometer of our times which will go in archives"
X Link 2023-11-25T07:06Z [---] followers, [--] engagements
"Running an ordinary #product with an ordinary business model and ordinary revenue growth is an extraordinary feat"
X Link 2023-11-28T14:42Z [---] followers, [---] engagements
"@gauravsachan @srivastm Till the 90s we had commercials from likes of Philips Lighting and Boost showing teens doing combined study. Not sure if it is still a thing. The TVF factory of web series paint a different picture of exam prep now"
X Link 2023-11-29T06:36Z [---] followers, [--] engagements
"Sly & Arnold documentaries are meant to evoke an emotion of wistfulness. Seeing your fav undefeatable action heroes grapple with insecurities and regrets in real life. Also those [--] cutthroat competitors had same inspiration to get into action movies & similar daddy issues"
X Link 2023-12-03T09:32Z [---] followers, [--] engagements
"Running API-as-a-product is not for the weak-hearted. Invariably you will run into data inconsistency and backward compatibility issues. Unlike typical functional testing it is quite hard to check for lurking data errors. Bizs running on top of API become the forced testers"
X Link 2023-12-05T09:56Z [---] followers, [---] engagements
"Want to get a quick dose of adventure in the middle of a work day Watch a [--] sec clip from GoPro footage of champion mountain bikers going down fast on jagged edges and jumping between gaps"
X Link 2023-12-08T08:57Z [---] followers, [---] engagements
"@jaminball Thanks for sharing this We can now quantify better how many quarters/years of revenue growth was pulled forward due to Covid & ZIRP"
X Link 2023-12-11T05:47Z [---] followers, [--] engagements
"@BlumeVentures Great to see this put together @vikramg05. Are all the underlying stocks equally weighted in the index Or are weighted by MCap at IPO"
X Link 2023-12-11T13:10Z [---] followers, [---] engagements
"Musing: What if the ape to human evolution had happened in a place like Madagascar and not in Eastern Africa. No fortuitous land bridge to migrate out to every continent (except Australia). How would human physical traits & history be impacted by that quirk of geography"
X Link 2023-12-18T18:16Z [---] followers, [--] engagements
"@rohanbabu Our engagement tends to be like the passive investing strategy of SIP in an index fund at regular frequency -- casting a vote every [--] years"
X Link 2023-12-28T07:08Z [---] followers, [--] engagements
"@theericyang @petergyang The results look promising. Great work A suggestion: YouTube APIs can fetch the topic of a video. You can use it to automatically categorize the public summaries for a better navigation structure & focused attention of consumers"
X Link 2024-01-07T00:29Z [---] followers, [--] engagements
"@JustAnotherPM [--]. Use LLM to generate a tailored psychometric test for each user joining in. Mandatory before progressing to search for matches. [--]. A user can chat with LLM-powered avatar (trained on test data) of a match prospect. If the sandbox chat is satisfactory then proceed to contact.😇"
X Link 2024-01-15T18:33Z [---] followers, [--] engagements
"Scamasauras. And many questions: [--]. How does one steal a T-Rex skull [--]. Why did Nicolas Cage want a T-Rex skull [--]. How was it proven that this was the particular stolen skull [--]. What is the indemnity clause of the auction house [--]. Who exactly is supposed to refund Nic Cage In [----] Nicolas Cage bought a Tyrannosaurus bataar skull at an auction for $276000. However it was later revealed that the skull had been stolen from Mongolia and Cage had to return it to the Mongolian government. Despite the fact that he bought it legally he still hasn't https://t.co/fzGl7mQkOX In [----] Nicolas Cage bought"
X Link 2024-01-19T08:02Z [---] followers, [---] engagements
"How bloated did Big Tech really get Exhibit A: $GOOG - From Jun'21 to Dec'22 (6 qtrs) headcount went up by 30% (or 42.7k) - In the Jun'22 and Sep'22 qtrs headcount increased by 10.1k and 12.8k respectively Covid hit in Mar [----] hiring ramped up in Mar [----] (a year's lag)"
X Link 2024-01-21T02:04Z [---] followers, [---] engagements
"Historically $GOOG headcount (HC) increased 15% YoY in [--] out of [--] yrs (from Dec'09 to Dec'22). Of course on a smaller base. How big the layoffs "feel" HC reduced 11.2% in [----] after 66% inc in [----] In [----] HC would have to reduce by 21.3k to beat that. Not likely.🤞"
X Link 2024-01-21T02:40Z [---] followers, [--] engagements
"The [--] most mind-bending discoveries of our species - general relativity wave-particle duality and compound interest"
X Link 2024-01-27T17:15Z [---] followers, [--] engagements
"@kushalbhagia Congrats The pic looks like she is giving a 👍to us. :)"
X Link 2024-01-28T19:14Z [---] followers, [--] engagements
"Observing craftsmen at work - who have the principles skills resources and time to put their best into the craft - can teach so much by osmosis. Especially if they are willing to share their execution & decision-making process"
X Link 2024-02-01T12:31Z [---] followers, [--] engagements
""For want of a nail the kingdom was lost." It doesn't just remain a proverb when you see up close a trivial process oversight leading to big failure. Deep embedded within a workflow is a high leverage task that seems innocuous but has the largest drag on efficiency. Find it"
X Link 2024-02-03T17:56Z [---] followers, [--] engagements
"A song essentially is a high-leverage tuning fork to get millions of humans resonating to the same rhythm. A live music concert or DJ dance floor with a beat drop is one of the best examples of the tuning fork in action"
X Link 2024-02-06T07:46Z [---] followers, [--] engagements
"Update on headcount bloat vs revenue growth for Big Tech ( $GOOG and $META ). What efficiency gain in Qtr rev/Headcount (or decrease in R&D spend as % of Revenue) over the last [--] yrs would have satisfied the "market" Next [--] yrs: AI boosting BOTH revenue and productivity"
X Link 2024-02-14T08:14Z [---] followers, [--] engagements
"@ianharveyOT Love the ability of an open platform to enable the ecosystem to experiment and innovate. Also democratizes access to smartphones - more competition and options for low-price segments too. A huge % of the global population would be deprived otherwise - has changed their lives"
X Link 2024-02-15T14:44Z [---] followers, [--] engagements
"@ShekharGupta @BhadraSinha @Manisha_ii A bond is typically a debt instrument with a promise to return the capital along with an interest. Electoral "bonds" are interest-free banking instruments with no promise to return the capital. Should have been called Electoral Donation instead"
X Link 2024-02-15T17:17Z [---] followers, [--] engagements
"@parsa_s @tanayj"
X Link 2024-02-23T04:55Z [---] followers, [---] engagements
"The Netflix series "Roman Empire" paints a very different persona of Marcus Aurelius than is assumed due to his writings on philosophy & stoicism. So much that one would conclude that Marcus was trying be an "influencer" in self-help genre some [----] years ago"
X Link 2024-02-25T16:01Z [---] followers, [--] engagements
"Expecting some critical commentary soon on why Robert Downey Jr winning Best Supporting Actor is bigger news than Cillian Murphy winning Best Actor. Remember [----] when Heath Ledger winning Best Supporting Actor was bigger news than Sean Penn winning Best Actor (remember that)"
X Link 2024-03-11T16:48Z [---] followers, [---] engagements
"Netflix's version of #3BodyProblem feels like reading a book like a flipbook. No time to invest in characters. See the Tencent version for a more atmospheric character driven and culturally accurate version of the original story"
X Link 2024-03-22T04:12Z [---] followers, [---] engagements
"@mejoff Interesting to see Twilio and Cisco at opposite ends of the spectrum"
X Link 2024-03-27T16:15Z [---] followers, [--] engagements
"@perfexcellent @ianharveyOT If aim was 10% then solving any one of the KRs would achieve it. However if aim was 200% all [--] KRs combined wouldn't achieve it. Would have to find a bolder move like inorganic growth (an acquisition). Objective's aspiration level is not in a vacuum KRs need to match"
X Link 2024-04-21T11:20Z [---] followers, [--] engagements
"A side-show of 5-year elections is the "change of guard" in the social media platform most aggressively panned for influencing the voters. Facebook -- WhatsApp -- YouTube"
X Link 2024-04-26T18:14Z [---] followers, [---] engagements
"@GergelyOrosz Wondering how much BS bid over the SY's management buyout offer. Also after the dust has settled how much write-off did the late-stage investors book after asset sales"
X Link 2024-05-09T19:56Z [---] followers, [--] engagements
"The underlying game to observe when aiming to ramp up "discipline" is one part of the mind trying to outsmart the other. One part makes excuses. The other part comes up with counters to those. Better if multiple counters for each excuse"
X Link 2024-05-11T06:25Z [---] followers, [--] engagements
"#Leadership means influencing the team in [--] realms ⚡Belief realm ("yes we can do it" "let's go to the moon") ⚡Strategy realm ("the lever and fulcrum to move the earth") ⚡Action realm (the craft and the ops) ⚡Learning realm ("a tree fell in the woods did it make a sound")"
X Link 2024-05-14T04:29Z [---] followers, [---] engagements
""A central newsfeed for work updates from your colleagues" was big back in the day (circa mid-2014). Idea was promising. Connect all work apps & stay on top of all changes. Jira Workday and other prominent tools followed suit within their boundaries. https://techcrunch.com/2024/05/14/meta-is-shutting-down-workplace-its-enterprise-communications-business/ https://techcrunch.com/2024/05/14/meta-is-shutting-down-workplace-its-enterprise-communications-business/"
X Link 2024-05-15T05:01Z [---] followers, [--] engagements
"But Slack & then Teams won. Communication as the primary use case created the habit of using them. Then came the layer of integrating other apps for messaging hooks. Lessons here for any product starting with the core premise of integrating fragmented info in a single view"
X Link 2024-05-15T05:01Z [---] followers, [--] engagements
"The ultimate test of a popular OST: You haven't heard it before. You are unaware of the cultural context around it. Like a blind-test. Yet the OST can still evoke the same emotions in you. It does this without the aid of cultural context. #music"
X Link 2024-05-18T17:46Z [---] followers, [--] engagements
"If you were to teach a teenager [--] of the most important financial concepts that will serve them well over a lifetime what would those be My picks: [--]. Compound interest [--]. Managing personal balance sheet & income statements [--]. Interest rate cycle #FinancialSuccess"
X Link 2024-06-02T06:30Z [---] followers, [---] engagements
"The evils of increasing usage of Social Media are real. Yet have to give it to Zuckerberg and team for navigating through multiple competition & existential threats for $META over the years. Instagram WhatsApp SnapChat Cambridge Analytica TikTok Apple's privacy updates AI-play"
X Link 2024-06-09T10:19Z [---] followers, [--] engagements
"In Dec [----] just after the Global Financial Crisis $AMZN & $GOOG were equal in annual revenue (AR). [--] yrs later (and a Covid crisis in between) $AMZN is clocking AR 1.9x that of $GOOG. And despite all the AI hype in the last [--] yrs $AMZN's YoY AR growth is more than $GOOG's"
X Link 2024-06-11T18:01Z [---] followers, [--] engagements
"What if Social Media apps started publishing aggregated usage stats over the [--] hours of the day"
X Link 2024-06-16T09:18Z [---] followers, [--] engagements
"What's your guess - how $NFLX biz would have benefitted from the pandemic lockdown Did you guess that the revenue spiked - due to more people at home glued to their TVs At least I had that notion. Wrong. Rev growth was 31% in Sep'19. Went straight down to 3% by Jun'23"
X Link 2024-06-22T00:38Z [---] followers, [--] engagements
"Subs stopped growing in Mar'22. Picked again from Sep'22. Reason Crackdown on password sharing tiered pricing (read: sharp segmentation) & ad-supported plans. Then came a surprise. In Mar'24 earnings call $NFLX announced stopping sharing quarterly sub from [----] onwards"
X Link 2024-06-22T01:26Z [---] followers, [--] engagements
"$NFLX has been sharing quarterly subscriber count since it went public in [----]. Nearly [--] yrs of sharing Subs every qtr. Now departing from it. Why Because as per mGMT Subs count is no longer the right proxy for revenue growth. "Free" ad-supported Sports streaming incoming"
X Link 2024-06-22T02:37Z [---] followers, [--] engagements
"And $NFLX is now experimenting with bringing their shows into physical spaces and selling popcorn. :) Talk about coming a full circle. https://x.com/netflix/status/1803050861792231702 Everything you love about Netflix under one (literal) roof. Explore your favorite stories and characters beyond the screen year-round at Netflix House coming in [----] to King of Prussia in Pennsylvania and Galleria Dallas. https://t.co/LVRQUzfIjI https://t.co/c5cI47qcCW https://x.com/netflix/status/1803050861792231702 Everything you love about Netflix under one (literal) roof. Explore your favorite stories and"
X Link 2024-06-22T02:54Z [---] followers, [--] engagements
"And if you thought the bit about popcorn was a delayed April Fool's joke. https://x.com/DiscussingFilm/status/1803904983357665755 Netflix will begin selling their own popcorn for $4.49 per bag. https://t.co/IY5EES4WEg https://x.com/DiscussingFilm/status/1803904983357665755 Netflix will begin selling their own popcorn for $4.49 per bag. https://t.co/IY5EES4WEg"
X Link 2024-06-22T03:00Z [---] followers, [--] engagements
"While the gaming initiatives are being ramped up. Did you know that $NFLX started bundling the Grand Theft Auto trilogy on mobile as part of the regular subscription from Dec [----] In [--] months nearly [--] mn downloads Diversification on steroids https://mobilegamer.biz/rockstars-gta-trilogy-hits-30m-downloads-on-netflix/ https://mobilegamer.biz/rockstars-gta-trilogy-hits-30m-downloads-on-netflix/"
X Link 2024-06-22T03:29Z [---] followers, [--] engagements
"In the SaaS world: Shopify is the Gazelle and Salesforce is the Rhino $SHOP was growing at a scorching 60% when it touched $1 bn ARR. Not THE fastest but fast over a long range. $CRM was growing at a healthy 25% when it was at $30 bn ARR. Adding $7.5 bn new ARR every year"
X Link 2024-06-22T08:42Z [---] followers, [---] engagements
"Whether a fast-growing SaaS co can maintain a healthy speed is a function of the TAM available (a.k.a. headroom for growth) keeping all else the same (execution excellence etc.). Not every fast-growing SaaS co at $1 billion ARR has the same TAM in front of it as Salesforce"
X Link 2024-06-22T08:50Z [---] followers, [--] engagements
"To overcome TAM limitations of the core product the usual strategies are: - Move upmarket towards Enterprise - Go multi-product or build a suite to cover all adjacent use cases of the ICP - Buy the growth via acquisitions - Platform play TAM from the origin still haunts"
X Link 2024-06-22T09:28Z [---] followers, [--] engagements
"Salesforce hit its $1.5 bn ARR at 25% growth rate. Much slower than Shopify or others. It increased the growth to 35% for the next [--] years. Then had a sustained 25% growth for another [--] years (before the pandemic hit). Revenue became 11.7x in [--] yrs to reach $18+ bn"
X Link 2024-06-22T09:56Z [---] followers, [--] engagements
"How did Salesforce maintain a healthy growth rate at scale A glimpse can be seen from segment-wise growth rates for the last few FY. Total growth was 25%+. But the core Sales segment product grew at only 12-15%. Heavylifting came from products for Mktg Analytics & Platform"
X Link 2024-06-22T10:56Z [---] followers, [--] engagements
"The pandemic-induced revenue boost for Intuit ($INTU) was stratospheric. Among the Big SaaS (Salesforce Adobe ServiceNow) i.e. $10 bn revenue Intuit benefitted the most. Annual rev growth Pre-Covid: 12% Post-Covid: peak of 48% 4x growth rate at $INTU's scale is huge"
X Link 2024-06-22T17:23Z [---] followers, [--] engagements
"@samvega @barua_ashish Issuing currency means effectively issuing sovereign debt. [--]. There have to be takers for that debt. [--]. We should have the capacity to pay that debt. Politics aside India's debt has multiplied in the last [--] years. We should check where that money got used"
X Link 2024-06-24T07:34Z [---] followers, [--] engagements
"@samvega @barua_ashish Fiat money is 'debt' that the 'debtor' can always pay. Then why do countries default on debt "There have to be takers for that" money so the issuer must have power to tax. Every country has power to tax. So why do many have to depend upon aid . is politics. No"
X Link 2024-06-24T14:54Z [---] followers, [--] engagements
"@samvega @barua_ashish If a country's max debt is not its own fiat currency then it can't print wantonly to raise debt. Choose one argument pls. If a country doesn't produce or trade enough then tax rights can't do much for it. Again choose the argument. Politics = power-motivated biased criticism"
X Link 2024-06-24T15:19Z [---] followers, [--] engagements
"What is your go-to music for "deep work" (that requires both a flow state and noticeable cognitive effort) I like long tracks of rain sounds and thunderstorms"
X Link 2024-06-26T10:41Z [---] followers, [--] engagements
"@joshmohrer @waveappai Congrats Whenever you record it do shed light on finding P/M fit distribution channel selection and margins"
X Link 2024-06-26T16:38Z [---] followers, [--] engagements
"Oracle $ORCL is a $50 bn annual revenue Enterprise Software mammoth. How do mammoths dance Revenue CAGR: (A) From Nov '11 to Nov '19 (8 yrs) - 0.95% (1% 🤯) (B) From Nov '19 to May '24 (4.5 yrs) - 6.7% (7x growth rate) Share price CAGR (same periods): (A) - 8.9% (B) - 21.0%"
X Link 2024-06-27T15:45Z [---] followers, [---] engagements
"Here's the typical stack: Perplexity AI Microsoft Azure AI platform OpenAI models Oracle Cloud Infrastructure nVidia The dollars flow in the reverse direction"
X Link 2024-06-27T16:10Z [---] followers, [--] engagements
"At $ORCL scale (TTM revenue of $52 bn YoY of 6%) Avg Net New Revenue added: Year = $2.9 bn Month = $245 mn Week = $56 mn Day = $8 mn Imagine adding a Series B/C SaaS startup's annual revenue every day. Wondering: Average deal size & time to close Sales quotas Incentives"
X Link 2024-06-28T14:29Z [---] followers, [--] engagements
"@jasonlk Adobe and Intuit are also likely heading there. Both have part SMB plays too. Would they also be part of this comp set"
X Link 2024-06-28T17:28Z [---] followers, [---] engagements
"@kn_neeraj iPhone sales stagnated so much that Apple stopped publishing iPhone sales metrics in its quarterly earnings after Aug 2022"
X Link 2024-06-28T18:05Z [---] followers, [--] engagements
"Saw this ad from Jockey during the T20 World Cup final. "If 5-day office comes back . . we won't" Zeitgeist win https://www.youtube.com/watchv=2UTjywFrrJg https://www.youtube.com/watchv=2UTjywFrrJg"
X Link 2024-06-29T17:00Z [---] followers, [--] engagements
"Recovery from 2022-23 slump after [----] Mcap highs in the tech sector is a story of defensible long-term value vs valuation multiple craze. GOOG MSFT META AMZN APPL NFLX - are all now above their [----] highs. But #SaaS IPOs of 2020-21 are down -75% (median) of [----] highs"
X Link 2024-07-01T04:42Z [---] followers, [--] engagements
"@Saas_Dude True. All the assumed growth from pandemic-driven + ZIRP-capital got priced into the valuations. Then realisation - nope that's not going to continue. Both growth & valuations tanked. Now the market is asking for new growth drivers. But revenues are at a higher base now"
X Link 2024-07-01T08:23Z [---] followers, [--] engagements
"@Saas_Dude Price/Sales ratio for $META Pre-pandemic Mar'20: [----] Peak of Qtr revenue YoY growth Jun'21: [----] (+46%) 2nd qtr of -ve YoY growth Dec'22: [----] (-71%) Qtr revenue YoY growth back to Sep'19 levels Mar'24: [----] (+220%) Look at the swings in P/S: Mar'20-Jun'21-Dec'22-Mar'24🤯"
X Link 2024-07-01T09:52Z [---] followers, [--] engagements
"@Saas_Dude But TTM rev kept growing Mar'24 TTM rev = +94% of Mar'20 TTM rev In [--] years TTM rev has doubled Though P/S multiple has had wild swings $META is projecting even higher growth than pre-pandemic on double the revenue base That gives the valuation multiple a rocket boost 🚀"
X Link 2024-07-01T10:07Z [---] followers, [--] engagements
"Try to explain this difference in market reaction In [--] yrs - Mar'20 to Mar'24: - Atlassian & Shopify have grown TTM revenue much more than Meta Microsoft or Google. - But the recovery in Price/Sales multiple the market has offered to $TEAM & $SHOP is much lower. #AI magnet"
X Link 2024-07-01T17:07Z [---] followers, [---] engagements
"Answer to the above contrast lies partially in the revenue growth curves - the acuteness of the sinusoidal shape over the last [--] years - the turnaround and acceleration in growth since Mar'23 quarter META MSFT & GOOG have a smooth sine-wave TEAM & SHOP are not yet accelerating"
X Link 2024-07-01T19:56Z [---] followers, [--] engagements
"1/2 Companies use differing strategies to use the cash generated by the biz to provide shareholder returns. Over the years Big Tech has spent HUNDREDS of BILLIONS of $ to do share buybacks to boost their stock price. $AMZN is an outlier. It ploughs back all cash into the biz"
X Link 2024-07-02T16:25Z [---] followers, [--] engagements
"2/2 Since pandemic (Mar'20 to Mar'24) Change in shares outstanding: $APPL: -12.2% $GOOG: -9.3% $META: -8.5% $MSFT: -2.6% $AMZN: +5.4% Ceteris paribus share buyback boosts the share price due to a jump in earnings per share Example $APPL's share price would jump by 13.9%"
X Link 2024-07-02T16:25Z [---] followers, [---] engagements
"I've off-late been going deep into the rabbit hole of economic butterfly effects of Covid reverberating through the world. Biz growth valuations funding capital structure interest rates inflation K-shaped recovery layoffs. History will not brush aside Covid as it is now"
X Link 2024-07-03T15:55Z [---] followers, [--] engagements
"nVidia's stratospheric rise in MCap has brought back the hardware layer to become the "talking point of the day". When was the last time so many folks were discussing about chips Maybe ARM's chip design dominating the smartphone market especially becoming integral to Apple"
X Link 2024-07-04T01:51Z [---] followers, [--] engagements
"Big-bet strategies take multiple years to play out. At the minimum 2-3 yrs. Even seen 6-7 yrs. An example of the latter - Atlassian's journey to transition business from a perpetual + maintenance model on Server to a subscription model on Cloud. Requires conviction & tenacity"
X Link 2024-07-05T14:01Z [---] followers, [--] engagements
"$TEAM committed itself to sunset on-prem offerings around [----]. Hard decisions followed on revenue mix change code forking org structure App ecosystem shift. Monday launched in 2014; went IPO in [----]. It was built from the get-go as a Cloud offering; targeted all-teams"
X Link 2024-07-05T14:10Z [---] followers, [--] engagements
"Did these factors open up space for $MNDY - Jira's origins as an On-prem offering - $TEAM's challenge of transitioning large customers from On-prem to Cloud while protecting the revenue growth (more eyes on it being a public listed company) - Jira's ICP of S/W dev teams Maybe"
X Link 2024-07-05T14:21Z [---] followers, [--] engagements
"$TEAM had a "good problem" of On-prem Jira being mission-critical for large customers. Company's challenge was to convince them to shift to Cloud amidst - feature gaps b/w On-prem & Cloud - scalability - data privacy - availability of mission-critical ecosystem Apps - TCO shock"
X Link 2024-07-05T14:24Z [---] followers, [--] engagements
"Building on the shoulders of giants. PC leveraged semiconductor leaps. Internet adoption leveraged PC leaps & fibre optics. Cloud adoption leveraged Internet & Open source. Smartphone leveraged semiconductor & Internet. AI is leveraging many of the above & data generated"
X Link 2024-07-06T01:56Z [---] followers, [--] engagements
"Takes 10-15 years for a new major tech innovation wave to raise the baseline of mass adoption. Apple II launch - [----] WWW Linux Mosaic browser & AOL - [----] (+15 yrs) Salesforce (SaaS) - [----] AWS - [----] (+10 yrs) iPhone - [----] (+5 yrs) ChatGPT [--] - [----] (+15 yrs)"
X Link 2024-07-06T01:56Z [---] followers, [--] engagements
"Two advances in seemingly disparate fields of science are on a trajectory to converge and create an inflexion unlike any other in human history. - Exponential rise towards #AGI of course - Exponential rise in Exoplanet discovery The possibilities in the next 1-2 decades are 🤯"
X Link 2024-07-10T21:29Z [---] followers, [--] engagements
"Crowdstrike update creating global tech outage is the new high water mark for this. 👇 Broadcasting a "test" message to the entire company is a rite of passage for all freshers. Broadcasting a "test" message to the entire company is a rite of passage for all freshers"
X Link 2024-07-20T01:06Z [---] followers, [--] engagements
"The weakness emerging in demand for #AI in Enterprise B2B apps is an early sign of a potential investment and capex bubble. As if Covid-related demand swings & interest rate hikes weren't enough now AI hype cycle entering "Trough of Disillusionment" is coming to join the party"
X Link 2024-07-30T17:42Z [---] followers, [--] engagements
"LinkedIn makes $16 bn+ of annual revenue. Out of which $1.7 bn comes from premium subscriptions by individual users. It is probably among the Top [--] non-entertainment-based consumer tech subscription biz. The other [--] likely are Adobe Creative Cloud and Microsoft 365"
X Link 2024-08-07T16:35Z [---] followers, [---] engagements
"One of the reasons there should be a serious concern about "innovations" that are done under the umbrella of FinTech. Has anyone noticed a subtle change in advertising and pricing display of electronic goods Specifically high-end stuff like mobile phones and TVs. Earlier they used to clearly display the full price of the product. You knew if you could afford it or not. But now they Has anyone noticed a subtle change in advertising and pricing display of electronic goods Specifically high-end stuff like mobile phones and TVs. Earlier they used to clearly display the full price of the product."
X Link 2024-08-19T06:13Z [---] followers, [--] engagements
"If we discover advanced alien civs one fascinating thing to learn will be the economic principles they use to run their civ. Do they use credit & "interest" How do they manage inflation How do they control their currency's value Have they implemented a UBI-equivalent policy"
X Link 2024-09-01T12:55Z [---] followers, [--] engagements
"@jasonlk At what price/sales multiple did this happen It'd be interesting to compare against what the market is offering to the publicly listed Salesforce right now"
X Link 2024-09-06T12:37Z [---] followers, [---] engagements
"Keanu Reeves putting the weight of his universally acknowledged unblemished public goodwill behind this is something. Hugely grateful to Keanu Reeves. To standby me in so public a way risks the hatred of archaeologist zealots who believe that only they have the right to interpret the past and who leverage the media to vilify alternative voices. Season [--] launches [--] Oct. https://t.co/6oUomEw6uZ Hugely grateful to Keanu Reeves. To standby me in so public a way risks the hatred of archaeologist zealots who believe that only they have the right to interpret the past and who leverage the media to"
X Link 2024-09-19T17:15Z [---] followers, [---] engagements
"The only constant in technology paradigms is the pendulum swing between the themes of centralisation and decentralisation. Has been working like clockwork since Mainframes-era"
X Link 2024-09-22T14:55Z [---] followers, [--] engagements
""Nobody ever got fired for buying IBM". That memorable quote entrenched in tech-culture lore carries the crux of B2B buying. Early Majority & Late Majority of buyers want the safe option that doesn't put their jobs at risk. Even if there are parody accounts and hate forums"
X Link 2024-09-25T11:14Z [---] followers, [--] engagements
"@paul_cal @GergelyOrosz Could you pls point to the post or talk Curious about the why take so much pain to support multiple years old versions - clear direct RoI or a long-term philosophy investment for a trusting developer ecosystem"
X Link 2024-09-28T10:14Z [---] followers, [---] engagements
"The biggest tech companies - Alphabet Amazon Meta - have some of the most used B2C products but the majority of their revenue comes from B2B (businesses paying the tech company). Microsoft and nVidia have been B2B heavy since forever. Except for Apple Netflix and Tesla"
X Link 2024-10-13T08:48Z [---] followers, [--] engagements
"SpaceX will become a textbook example of using technological innovation to drive costs so low with safety so high that it creates an explosion in demand. SpaceX is just a few steps away from disrupting the commercial aviation industry if it chooses to fork along that path"
X Link 2024-10-14T18:28Z [---] followers, [---] engagements
"@talesftf "few steps away" - and those steps will not extend over decades but a few years "aviation industry" - check out the early concept video from SpaceX of using Starship for intercontinental travel (the equivalent of long-haul flights). "if they choose to fork" - choice tbd"
X Link 2024-10-15T04:04Z [---] followers, [--] engagements
"@talesftf I'm glad that they were able to make you laugh a bit. Rest. we will compare notes [--] years from now. Peace"
X Link 2024-10-15T04:12Z [---] followers, [--] engagements
"TIL: In [----] Anguillas government made about US$32 million from fees for registering .ai domains. That amounted to more than 10% of the GDP of this British Overseas Territory. #AI"
X Link 2024-10-20T06:04Z [---] followers, [--] engagements
"@BeingPractical @shivassangwan The unfortunate (or curious) part is that companies with that kind of scale profitability and legacy do exist - just that they are not in tech and don't use their balance sheet like a PE/VC does"
X Link 2024-10-21T19:11Z [---] followers, [--] engagements
"Archaeology and our understanding of the human past are continuously evolving. New evidence like LiDAR readings of the Amazon rainforest floor and Gbekli Tepe are shaking our currently held beliefs about when and where civilisation emerged first on the planet. With my beloved Santha and our friend Keanu Reeves -- a man of true integrity generosity and courage. A huge thank you to Keanu for appearing in Episodes [--] [--] & [--] of Season [--] of my docuseries Ancient Apocalypse now streaming worldwide on Netflix. https://t.co/r7WJZLRiRs With my beloved Santha and our friend Keanu Reeves -- a man of true"
X Link 2024-11-01T16:35Z [---] followers, [--] engagements
"Another Congressional hearing on UAPs 🛸 is coming up tomorrow. Between this and The Dark Forest theory my FY25 product revenue goals feel like a subatomic particle hurtling around in a particle accelerator. CDR David Fravor testified at the last Congressional hearing on UFOs. We have a second chance on [--] NOV [----]. If you are interested in ground truth on UAP - watch this clip - with intensity and curiosity. And remember - you have a strong voice 🛸 FULL : https://t.co/WzUx3eybAA https://t.co/cNQsLEsqcp CDR David Fravor testified at the last Congressional hearing on UFOs. We have a second"
X Link 2024-11-12T15:52Z [---] followers, [---] engagements
"e.g. Company - Quarter in which $500 TTM revenue achieved - TTM rev YoY growth rate at that milestone Atlassian ($TEAM) - Sep [----] - 39% Smartsheet ($SMAR) - Dec [----] - 26% Asana ($ASAN)) - Dec [----] - 52% Monday ($MNDY) - Dec [----] - 68%"
X Link 2024-11-17T09:52Z [---] followers, [--] engagements
"Caveat: The sharp drop in growth rate for $MNDY $ASAN $SMAR at $500 mn TTM revenue is also heavily influenced by macro slowness after [----]. $TEAM wasn't facing similar situation when it hit the same milestone in Dec [----]. It too has seen growth slow from a steady 35% to 25%"
X Link 2024-11-17T09:59Z [---] followers, [---] engagements
"Another caveat: The hunt for growth by Challengers tends to be at a much lower operating efficiency. The Challengers are "blitzscaling" to arrive at the revenue milestones faster. This poses risks when the macro turns unfavourable. Aggressive scaling is then tempered down"
X Link 2024-11-17T11:14Z [---] followers, [--] engagements
"The balance of chasing growth & maintaining efficiency (Ro40 - "Rule of 40") is reflected in the stock rebound from the peaks in Nov'21. $MNDY rewarded the most - relatively higher growth while maintaining Ro40. $SMAR - low growth improved Ro40. $TEAM - Doldrums $ASAN - Ro40 👎"
X Link 2024-11-17T11:33Z [---] followers, [---] engagements
"Lastly here's how the Project Management cohort of listed SaaS have done on the "Rule of 40" metric over the years. $TEAM - Was declining since Mar [----] halted in Sep [----] after growth stabilized. Growth not yet accelerating but margins have improved slightly since Mar 2023"
X Link 2024-11-17T15:10Z [---] followers, [--] engagements
"An aspect of getting more years of experience is building a more accurate sense of optionality in choices and the cost of holding that optionality. e.g. "I can move to a new rental place whenever I want" "I can fix the tech debt whenever it feels important" Learned pragmatism"
X Link 2024-12-04T15:47Z [---] followers, [--] engagements
"Musing: ARR Growth rate expressed as % can be deceptive when plotted over long-term Natural tendency will be for Growth-rate compression as the Revenue scale increases Important to look at actual $ added per unit time (say trailing [--] qtr) Spikes show the real strategy wins"
X Link 2024-12-05T12:36Z [---] followers, [--] engagements
"To illustrate: $TEAM added $860 mn to yearly Revenue in the last [--] quarters (highest ever) @ YoY growth rate of 23.3% (lowest ever). $MNDY added $230 @ YoY growth rate of 34.0%. Basic math. MNDY suddenly can't make its current absolute Rev growth become 3.7x to match TEAM"
X Link 2024-12-05T15:59Z [---] followers, [---] engagements
"Very few Marketplaces or info aggregators do justice to how the ratings are conveyed. If the rating is calculated: - Lifetime average: least value - Last X weeks/months: recency bias - Last Y ratings: unknown time period The transparent way is to chart the trend of avg rating"
X Link 2024-12-27T13:04Z [---] followers, [--] engagements
"Real-world example: [--] vastly diff takeaways using a rolling 4-qtr avg vs lifetime avg. Lifetime avg: Low fidelity hard to move the metric up or down after historical accumulation tendency to asymptote to a lower value. 4-qtr avg trend: Incumbent falters then regains ground"
X Link 2024-12-28T04:24Z [---] followers, [--] engagements
"Lifetime avg rating further fails to show the initial high rating "push" as a marketing tactic by both Incumbent & Challenger. The weight of that initial push continues to dominate years later when the number of real ratings in a period becomes a fraction of that at the launch"
X Link 2024-12-28T04:55Z [---] followers, [--] engagements
"What if Twitter/X had fired not 80% of the team but 80% of the bots Every interaction with a post from a popular account gets a bot-like in [--] seconds"
X Link 2025-01-09T20:38Z [---] followers, [--] engagements
"5 yrs of WFH means reduced immunity in the body due to lack of exposure to regular controlled dose of bacteria/viruses. Every travel for meetings (flight hotels closed conference rooms) is leading to contraction of infection. Despite mask on during transit. Suggestions"
X Link 2025-01-25T01:55Z [---] followers, [--] engagements
"TIL: TRON (1982) was also an allegory about the Personal Computers (a democratic system) challenging the authority of Mainframe Computers (a centralised system). For reference: Apple II was launched in [----]. Lisa was launched in [----]. TRON was quite on the mark"
X Link 2025-02-12T20:53Z [---] followers, [--] engagements
"I am teaching my toddler to groove to the popular Bollywood Holi songs. His tiny fingers go in the air eagerly mimicking the steps he sees. Then I hold them to better sync the movement with the rhythm of the beats. One of the most joyful forms of supervised learning & RLHF🤗"
X Link 2025-03-15T07:17Z [---] followers, [--] engagements
"@SeekingN0rth @a16z @firstround Content is a force multiplier in creating widespread networking opportunities. The person reaching out would have self-filtered by reading the ideas and tone of someone's content. Kudos for raising the bar in the Indian ecosystem"
X Link 2025-03-17T08:22Z [---] followers, [---] engagements
"CPO/SVP/VP success in achieving outsized outcomes increasingly depends on the domain expertise (market structure headwind/tailwind trends opinionated takes) when the role involves expanding the P/M fit of the core product. It can't remain a craft & operational excellence role"
X Link 2025-03-22T17:07Z [---] followers, [--] engagements
"In early-stage companies the Founder is the de facto CPO and typically has an opinionated take on Product/Market fit. As the company scales and aims to become multi-product Product leaders begin acting as Entrepreneurs-in-Residence. Their pulse of the domain becomes crucial"
X Link 2025-03-24T16:57Z [---] followers, [--] engagements
"The closer you look at B2B collaboration-based software the more you see "workflows" appear as the critical generalized concept implemented in all - but each with their unique flavour. Salesforce - Pipeline stages ServiceNow - Ticket states Sharepoint - Document approval stages"
X Link 2025-04-07T12:27Z [---] followers, [--] engagements
"Just a day after musing about upcoming Standards War in the #LLMs valuechain this happens. https://x.com/WesRothMoney/status/1910099977206137264 Google is taking over the AI Agents space They just announced a massive buildout of the AI Agents ecosystem including: 1) Agentspace 2) Agent Development Kit 3) A2A (Agent2Agent Protocol) Here's what YOU need to know: 🧵🔥: https://t.co/6zLn7OUDlV https://x.com/WesRothMoney/status/1910099977206137264 Google is taking over the AI Agents space They just announced a massive buildout of the AI Agents ecosystem including: 1) Agentspace 2) Agent"
X Link 2025-04-09T23:07Z [---] followers, [--] engagements
"Chatter has started on the Standards War. Google's A2A claims it is complementary to Anthropic's MCP. But how long before the might of Google subsumes the entire valuechain https://x.com/solomonstre/status/1909983975243661768 @SergioGaitanC Not directly. A2A for agent-to-agent and MCP is for agent-to-tool. But the line between agent and tool is quite murky. In theory they can coexist in practice I foresee a tug of war. Developers can only invest their energy into so many ecosystems. https://x.com/solomonstre/status/1909983975243661768 @SergioGaitanC Not directly. A2A for agent-to-agent and"
X Link 2025-04-10T04:02Z [---] followers, [--] engagements
"@HankYeomans Do record a systems design / architecture diagram walkthrough when you get the hang of it Is there a good source where they deconstruct popular products like this Similar to @bytebytego"
X Link 2025-04-12T00:58Z [---] followers, [--] engagements
"Or the heavylifting for multitasking could be done by a #LLMs "Windows/Linux/MacOS" equivalent application that is the single path via which all LLM applications of a user process their prompts/contexts/"process". That "OS" handles context switching & maintains process states"
X Link 2025-04-12T05:33Z [---] followers, [--] engagements
"The "LLM as a CPU" metaphor is a far cry from "#LLMs are only a sophisticated autocomplete" mental model. Once we switch the metaphor a whole new set of possibilities & progress direction becomes almost self-evident. Let's see how much the metaphor holds in the coming times"
X Link 2025-04-12T05:47Z [---] followers, [---] engagements
"Every team in every function is tinkering with AI. Either by adopting external tools. Or building internally if they have the technical chops to attempt it (Dev QA DevOps etc) If your AI product is for the latter group then it needs to be 10x better than in-house solution"
X Link 2025-04-18T17:32Z [---] followers, [--] engagements
"A tech-savvy ICP will always first debate - "what are you doing better that we can't do" That's a fair question to ask. Your proprietary secret AI sauce has to be better. It has to stand the test of solving the last 20% of use cases that the in-house wrapper over #LLMs can't"
X Link 2025-04-18T18:05Z [---] followers, [--] engagements
"Symptom of "techno-fetishism" where the emphasis is on the technology itself rather than its impact or value to users. Also a symptom of "build bias" - the tendency to celebrate building technically complex cool things while neglecting actual usefulness or success w/ users"
X Link 2025-04-19T05:22Z [---] followers, [--] engagements
"With OpenAI "inadvertently leaking" their WAU of [---] mn users it will be interesting to learn how their retention rate compares to the outlier sticky B2C products like Facebook / Insta / TikTok / WhatsApp / YouTube / Spotify / DuoLingo / Gaming Apps etc"
X Link 2025-04-19T05:27Z [---] followers, [--] engagements
"@hvpandya Indians Chinese Sumerians Mesopotamians Egyptians Mayans Polynesians Arabs - tropical or desert weather - all flourished in knowledge arts and taste before the relatively naturally "colder climate" regions registered themselves on the technology/culture map. Food AC"
X Link 2025-04-19T05:54Z [---] followers, [---] engagements
"@HankYeomans Which model would you recommend for trying this Can't do on my free ChatGPT tier. This exercise reminded me that the core #LLMs may no longer have "creativity excellence" as the goal () An inherently "non-deterministic" tech is being forced to excel in "deterministic" tasks"
X Link 2025-04-22T12:01Z [---] followers, [--] engagements
"Musing: Proliferation of AI-tools especially those catering to the "personal productivity" horizontal use case will create an explosion of metadata - data about data The staggering amount of summarising / repurposing / remixing will further blur the origin of an original idea"
X Link 2025-04-27T15:18Z [---] followers, [--] engagements
"@fortelabs Do share thoughts on how to make use of it when one doesn't have as rich a collection of notes that you had to feed it. Most folks maybe are at zero"
X Link 2025-04-29T00:10Z [---] followers, [--] engagements
"@saurabhchandra We were developing in raw Ajax / jQuery. No frameworks no caching no components no type check. I remember a late nighter to handcode an XML-based caching layer for perf optimization. So much has changed. And yet nothing. Same old story of abstraction layers & tool chain"
X Link 2025-04-29T16:09Z [---] followers, [--] engagements
"Musing: Are Gen-AI benchmarks going the same way as the credit rating agencies went Hint: [----] crisis With so many $ billions of investment at stake (possibly $ trillions if include the 2nd order effect of valuations and overall ecosystem) the perverse incentives are huge"
X Link 2025-05-03T02:41Z [---] followers, [--] engagements
"I bet the #LLMs cohort of co's will evolve to self-regulate on the rigour of benchmark standards and evaluations. Just like movies gaming and media has done for content safety. #LLMs have both model quality+perf (B2B) & output content safety (B2C) parameters to standardize on"
X Link 2025-05-03T02:53Z [---] followers, [--] engagements
"Building upon this. Think of: - Slack as the interface for "NLQL" (natural language query language) powered by #LLMs - Salesforce Jira WorkDay etc as the "system of records" - A visualisation layer to present the insights (Marc Benioff's #SaaS vision) https://www.youtube.com/watchv=gwQzpwZDhjQ "Software is eating the world" "AI is eating the software" Well right now it seems more like that software will increasingly play the role of "system of records" on top of which a "natural language query language" will pull the records to create insights. Read not write."
X Link 2025-05-03T06:02Z [---] followers, [---] engagements
"@HankYeomans I agree. But tech jobs are presumably highly visible/influential. Tech does capture a good share of capital markets too. Some non-tech economy-futurist should find it interesting to have a take on it. Complex supply demand factors of production marginal costs etc at play"
X Link 2025-05-04T00:05Z [---] followers, [--] engagements
"The advent & adoption of automobile in transport farming & warfare led to fall in the horse population in the US by 85-90% in about [--] years (1915 - 1950s). We are way past the peak population of a popular domesticated species that was an important "factor of production.""
X Link 2025-05-04T22:34Z [---] followers, [--] engagements
"Air India has taken flight safety video to another level. Fusion of Indian traditional dance forms and flight safety instructions. Very unique very Indian. Well done @airindia Kudos to the creative agency and minds behind this"
X Link 2025-05-28T02:57Z [---] followers, [--] engagements
"And my first experience of Free WiFi onboard a domestic flight. So far only had on international flights. FlightRadar may now have some degree of Product/Market fit collapase. TrackMyFlight kind of apps are surely going to become popular"
X Link 2025-05-28T03:35Z [---] followers, [--] engagements
"AI hype: "SaaS is dead" Meanwhile SAP has been accelerating its revenue growth since Sep [----]. Latest it is growing at 9.4% YoY. But on its $37.4 bn revenue base that's adding $9.2 bn net revenue every year. For a "legacy" player in a challenging macro that's staggering"
X Link 2025-06-09T11:14Z [---] followers, [--] engagements
"Intuit is another standout among the large SaaS players. Was adding a little less than $ [--] bn in net revenue every [--] qtrs for [--] years between Dec [----] and Dec [----]. Then got a Covid-boost. And now accelerating again after Covid-boost phased out. Added $2.3 bn in last [--] qtr"
X Link 2025-06-09T13:54Z [---] followers, [--] engagements
"Contrast this with Salesforce. Over a decade-long time frame it continuously accelerated the yearly revenue growth. But now its revenue growth is clocking at half that it had at its peak in Jun [----]. The % YoY growth further impacted - from 21.2% (Jun 22) to 7.6% (Mar 25)"
X Link 2025-06-09T15:25Z [---] followers, [--] engagements
"LinkedIn's next level push for content engagement: [--]. Resurface old popular posts from accounts you usually engage with (or genre of content you usually like) [--]. Remove the "posted X mins / hours / days / months ago" info from such posts (to create faux recency) Dark patterns"
X Link 2025-06-22T07:03Z [---] followers, [--] engagements
"Chrome baking in the "Help me write" feature can be a death knell for many AI writing assistants. Distribution superpower But the feature discovery is terrible. While released in Feb [----] I learnt of it year+ later. And my first try resulted in: "Couldn't help with that"🤷♂"
X Link 2025-06-25T06:30Z [---] followers, [--] engagements
"The timeseries plotting of the ratio of pain : progress (evaluated not immediately but after a cooling off period) is as objective one can be to evaluate whether to continue down a path of pursuit. Applies to everything - professional relationships skills hobbies etc"
X Link 2025-06-25T14:59Z [---] followers, [--] engagements
"Upper layers have the most "context" to deliver meaningful accurate results. Lower layers have the most "horizontal reach" to cover breadth across all specialized cases. Imagine if Browser hadn't become the "OS over OS". ChatGPT would be a Desktop app w/ basic HTML rendering"
X Link 2025-06-25T15:15Z [---] followers, [--] engagements
"In mobile the OS has still not been upended by the Browser. So we see Android and iOS push for native AI capabilities (+ inside native bundled apps). But haven't seen so much of push for Mac or Windows (have you) And then there is ChatGPT aiming to become WeChat if the Web"
X Link 2025-06-25T15:39Z [---] followers, [--] engagements
"One of the biggest pure-play AI software monetisation successes right now: Palantir $PLTR. While its products & value proposition lead to strong divisive views the market doesn't care a bit about those. P/S 113x ($NVDA 22x) P/E ttm 623x ($NVDA 48x)🤯 Rev growth 34% @ $3.1 bn"
X Link 2025-06-25T18:06Z [---] followers, [--] engagements
"@kn_neeraj Not so sure about that distinction. AI model & infra layer services are getting as productized as Cloud infra layer services. Do you see it differently"
X Link 2025-06-25T18:30Z [---] followers, [--] engagements
"Today I got clued in about an AI assistant co' that blatantly chooses "outrage marketing" as a strategy to gain virality for its content. Value prop promoted is "we help you cheat". The calm rational response for its users is to do the same back to it. Look up the investors"
X Link 2025-06-25T22:25Z [---] followers, [--] engagements
"Best profile visit info ever from LinkedIn Premium Analytics"
X Link 2025-06-26T06:35Z [---] followers, [--] engagements
"An interesting side-effect of the arms race of bringing AI into our products. Some new prospects ("late majority") have decided to wait on the sidelines for this to play out before committing to a new tool. "Software vendors are continuously & rapidly outplaying each other.""
X Link 2025-06-27T05:20Z [---] followers, [--] engagements
"Could be just a stalling tactic. A polite way of saying "no" to your product. That aside does give a pause - when to commit to a new tool especially for the AI value prop when every tool in the category is evolving every month with its AI pixie dust. "We have seen enough""
X Link 2025-06-27T05:30Z [---] followers, [--] engagements
"Musing: Extending the "Context window" length is one of the north-star goals for AI models. But I bet we will soon realise that retaining all historical context is not good for inference outcomes. Like humans. Selective historical context is what both humans & AI models need"
X Link 2025-06-27T06:09Z [---] followers, [--] engagements
"Musing: What happens to the market for popular fiction novels in an age of video content explosion In a Friday eve chat with Gen Y & Gen Z nobody had heard of Frederick Forsyth & The Day of The Jackal. It was one of the staple reads in dorm rooms back in my days at college"
X Link 2025-06-27T15:31Z [---] followers, [--] engagements
"Chegg is quoted as one of the top examples of a product value prop disrupted by LLMs. Stock went from: $ [--] - $ [--] range after IPO to. $30 - $45 range pre-Covid to. $75 - $100 range peak-Covid to. $0.5 - $2.0 range now What a rollercoaster for long-term shareholders The Price/Sales ratio has fallen from [-----] at its peak to [----] now. A wild -99% swing. It is still a $560 mn annual revenue company. But that revenue is collapsing; @ -30% YoY for the latest reported quarter. At the Covid peak the same was growing @ +65% YoY ---"
X Link 2025-06-29T12:31Z [---] followers, [--] engagements
"Chegg was not a one-trick Covid pony. In Q3 [----] its Revenue-ttm was lowest since the IPO. From there it grew its quarterly revenue to 2x by Q1 [----] (just before Covid hit). Followed the Netflix-like playbook. Transitioned from a textbook rental service to a digital-first subscription service. Further got a boost from Covid. Quarterly revenue grew by 60% in the next [--] quarters (Q4 2020). And stayed at those levels for the next [--] years (Q4 2022). Q4 [----] when ChatGPT [---] was released. That's when the product PMF erosion started. In Q2 [----] (1.5 years later) Google releases "AI Overviews" in"
X Link 2025-06-29T16:41Z [---] followers, [---] engagements
"@haridigresses It would take lot of illiquid Grammarly stock at current low valuations to give exit to Coda and Superhuman investors who entered at the peak. It would be a combination of cash and stock. Some haircuts on both sides to make it work"
X Link 2025-07-01T18:12Z [---] followers, [---] engagements
"Different power-ups to power through - An affinity to problem solving for product & biz growth - Curiosity to learn why this happened (observer mode) - Responsibility towards the team (guide push shield) - Stretch zone reps (dislike it but need to grow to like it) - "Man-in-the-arena" sentiment surge"
X Link 2025-07-02T17:23Z [---] followers, [--] engagements
"AI is boosting productivity AND powering vibe coding. Both combined should we see a strong comeback of the "20% time" More spare bandwidth and readiness of tools to turn creative innovation ideas into a working product. It should be a test for the AI promise. What is the version of hackathons or "20% time" for Product Managers Any creative ideas other than a "mini Design Sprint" #productmanagement What is the version of hackathons or "20% time" for Product Managers Any creative ideas other than a "mini Design Sprint" #productmanagement"
X Link 2025-07-05T17:47Z [---] followers, [--] engagements
"Musing: Will we ever get to clear all the "digital debt" that we accumulate as years pass by - Emails across decade(s) - Data in old laptops phones tablets hard drives - Data & media (photos videos) in Cloud drives - Bookmarks in Chrome and on favorite Social Media - Newletter subscriptions - RSS feeds - Google Alerts - now LLM chats - and lot more. What's the Marie Kondo version of our digital self"
X Link 2025-07-09T11:54Z [---] followers, [--] engagements
"Musing: The Wallfacers in The Three Body Problem would need to have an exceptionally large mental RAM. They'd have to hold all their strategy & decision trees in their mind. No luxury of creating notes to aid their thinking & memory. A very long permanent "context window""
X Link 2025-07-10T05:08Z [---] followers, [--] engagements
"Slack is great when you want to multitask - async fast-process from a backlog of conversation threads (even with a "time context window" size of a few minutes). Slack is poor when you want a synchronous conversation without multitasking. Too much wait time between messages"
X Link 2025-07-11T08:16Z [---] followers, [--] engagements
"What don't all non-fiction books come with an Index Book publishing softwares would be sophisiticated enough to generate a "90% done" Index on the fly. The author-in-the-loop can add the remaining 10% nuance and details. And do also for characters in murder mystery books"
X Link 2025-07-11T10:39Z [---] followers, [--] engagements
"Agreed. The metaphor is universal. Though real life has difference. The metaphor usually is narrated as: fill stones then pebbles then sand then water. A good fit for making a point. But real life goes like: [--] stone [--] pebbles another stone maybe some water 50g sand [--] more stones. It is hard to first fill all the stones and the proceed to the rest in a sequence - despite knowing the algorithm"
X Link 2025-07-13T14:23Z [---] followers, [--] engagements
"Yeah could be. The gig economy and seeding marketplaces (or 2-sided networks) may be out of scope for the original text. Salesforce launched as SaaS is similar. It was in a Red Ocean of CRM but simultaneously in a Blue Ocean based on the early days of acceptance for cloud-based Enterprise software"
X Link 2025-07-14T16:50Z [---] followers, [--] engagements
"Unpopular opinion: Team cultures which emphasize in-person collboration over remote work do so because most members aren't able to be thoughtful about breaking complex projects into atomic tasks and establish workflows between themselves that can be aided by digital tools. Of course this does not apply to situations of sales relationhip building high-stakes conflict resolution etc. But most % of work in established teams is not of the above nature. Rest can be handled both sync & async using appropriate digitial tools and a workflow discipline. In a world where executives will push their"
X Link 2025-07-19T14:25Z [---] followers, [--] engagements
"💡 Tip: If you are Mac laptop user then track your real battery health by periodically checking the "battery cycle counts". Use command: 'system_profiler SPPowerDataType grep "Cycle Count"' For your Mac model know after how many cycles your battery will start degrading in backup capacity. Slow down your rate of Cycle Count consumption by pactiacal means suitable to your use case. https://support.apple.com/en-in/102888 https://support.apple.com/en-in/102888"
X Link 2025-08-10T04:22Z [---] followers, [--] engagements
"The culture tax in the team is the equivalent of indirect tax in the economy. Everybody pays for it. Everybody thinks its normal and fair because everybody pays for it. The bigger more complex the project the larger the absolute tax. No tax rate rebates at higher slabs"
X Link 2025-08-19T14:31Z [---] followers, [--] engagements
"@reddy2go Actually thinking more about it the answer depends upon the type of cognitive task and your affinity towards it. I can play inside spreadsheets much longer than building mind maps than writing strategy docs than doing honest performance reviews. :)"
X Link 2025-09-21T14:20Z [---] followers, [--] engagements
"Defining "hard work" for knowledge workers is a hard exercise. It is easier to define what it is not. Not: 🚫 Long hours at the office desk 🚫 Being constantly responsive on Slack/email. 🚫 Multi-tasking like a juggler 🚫 Borrowing never repaid debt of time from rest & play"
X Link 2025-09-22T18:32Z [---] followers, [--] engagements
"A paradox of "crisis mode" for teams is that it instantaneously removes ambiguity and deliberation around conflicting priorities. Laser-sharp focus on controlling the fire. All noise dies down (except for that around the management of the crisis at hand). The more often it happens the more it can become alluring to be in that state of heightened focus. Though for wrong reasons"
X Link 2025-09-25T06:00Z [---] followers, [--] engagements
"Yes it is happening. ChromeOS + Android stack + Gemini https://www.theverge.com/news/784381/qualcomm-ceo-seen-googles-android-pc-merger-incredible Now imagine if an AI-first Operating System comes on the scene - with an integrated local AI model - and with system AI API calls than network AI API calls. https://www.theverge.com/news/784381/qualcomm-ceo-seen-googles-android-pc-merger-incredible Now imagine if an AI-first Operating System comes on the scene - with an integrated local AI model - and with system AI API calls than network AI API calls"
X Link 2025-09-26T00:38Z [---] followers, [--] engagements
"Many AI influencers do a disservice to the real potential of AI by projecting it as a silver bullet for delegating away all your work efficiency problems and getting "free time" for free. Very few speak about its potential to raise the bar for the quality of work. AI usage should not be about quantity-first or velocity-first but quality-first. Higher average quality across a greater quantity of work accomplished in a lesser time - in that order. You need to fire people that generate endless workslop with AI. There will be a cohort of people that will drag down the group project so to speak."
X Link 2025-09-28T10:52Z [---] followers, [---] engagements
"Reframing the perspective on a situation is a powerful lever to turn a challenge into an opportunity. But how would you do that If you already had your beliefs in the right place the situation would never have appeared as a "challenge" to begin with. That's where a mentor or coach with credible lived experiences of such challenges-turned-into-opportunities can do the Inception-esque idea planting deep in your psyche even though it may be organically resisting that change of perspective"
X Link 2025-10-03T16:09Z [---] followers, [--] engagements
"@lennysan @stewart @MelanieCanva @pmarca @ElenaVerna @rmstein I am wondering when you will be starting your own startup incubator or a take on TechCrunch Disrupt / Product Hunt. :)"
X Link 2025-10-03T18:57Z [---] followers, [---] engagements
"A consumer Super App is the El Dorado of the Indian startup ecosystem. https://www.youtube.com/watchv=q02fIJxAewM https://www.youtube.com/watchv=q02fIJxAewM"
X Link 2025-10-05T09:17Z [---] followers, [--] engagements
"@sriramk Anyone thinking otherwise has not yet made [--] sales pitches to their Enterprise ICP for buying and adopting AI comprehensively"
X Link 2025-10-12T22:22Z [---] followers, [---] engagements
"A side-effect of incorporating AI in regular products is making Software Devs face indeterministic outputs on a regular basis in a discipline which generally makes one more accustomed to deterministic outputs Changes the conversations up the stack in delivery & biz outcomes too"
X Link 2025-02-21T03:47Z [---] followers, [--] engagements
"@mdubakov @fibery_io Thanks Does Fibery connect with Salesforce to capture Sales teams' notes on deals they prospect & any feedback left for Product Looking for this but don't see it on the Integrations page"
X Link 2025-02-22T09:22Z [---] followers, [--] engagements
"Counterstrike i built a chrome extension to delete all the ai ghibli slop from my feed https://t.co/PQLquVjcmm i built a chrome extension to delete all the ai ghibli slop from my feed https://t.co/PQLquVjcmm"
X Link 2025-03-28T16:51Z [---] followers, [--] engagements
"Musing: Where does $ on P&L of a #SaaS co already sink: - Mktg goes to Paid Ads (Search & Social) - Infra goes to Cloud services (AWS Azure GCP Oracle) [--] largest headcount-dominated cost heads are Engg Sales & Support $ budgets in all [--] are now up for taking by AI-agents"
X Link 2025-05-03T06:33Z [---] followers, [--] engagements
"The more production AI systems I see the more my intuition shifts. Teams are extracting massive value from transformer architecture that hasn't fundamentally changed: - Creative retrieval strategies solving context window constraints - Workflow orchestration patterns converting unreliable calls into reliable products - Process redesigns that leverage model strengths while designing around weaknesses The transformer is still a "next-word predictor." But the ecosystem engineering is making it practically transformative. Even if we hit hard scaling limits on model improvements there's"
X Link 2025-10-19T07:37Z [---] followers, [--] engagements
"@soorajchandran_ These places will become more habitable and sort of win the lottery of climate change if they are not near the sea/ocean"
X Link 2025-10-21T16:35Z [---] followers, [--] engagements
"@leerob @GergelyOrosz Curious. What directionally is Vercel focusing on as well as eliminating to make it preferred choice vs AWS for pre-scale backend"
X Link 2025-10-30T00:46Z [---] followers, [---] engagements
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