a gp in vc

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a gp in vc

a gp in vc

@aGPinVC

here for @grok. venture investor. 🎾 🚴‍♂️✈️⛰️🏖️

🗺️ Joined Şubat 2025
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dying light
dying light@bluewindrage·
@maveinlux As a side effect, Singaporean food culture sucks and the street food tastes so bland and unappetizing
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Hims 🪷 🚴 🌱 🧘
Many moons ago, Singapore had street vendors everywhere. Anyone could set up a shop anywhere, sell anyhow. The urban planning department of Singapore in Singapore came up with a genius plan to build hawker centers, fully serviced, fully maintained. Singapore had around 113 hawker centers in 1986 and about 18,000 street hawkers had been moved into more than 110 centres. Now. Today there are over 123 of them and not one street vendors on the street. Thats how a state must operate.
Mayukh@mayukh_panja

I am a capitalist and a believer in free markets. They are useful tools to generate wealth and lift millions out of poverty. For free married to thrive, it is important to have law and order: enforcement of contracts, general safety on the etc. But one can do all of this while having compassion for the poor and the vulnerable. And it is not just compassion, these street side makeshift shops are selling goods and services that are in demand. They are contributing positively to the economy. I think its okay to give such people a bit of leeway.

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a gp in vc
a gp in vc@aGPinVC·
The kind of fluffy, blind, nationalistic stance from Indian VCs is frankly concerning. I'm all for optimism, and rightly so if you are a venture investor. But blatantly ignoring structural issues and harping about how great our tech prowess is creates massive blind spots. Blind spots that need to be front & centre, proactively managed, and disclosed to LPs. Thank god, I havent yet seen how India is a 5000 year old civilization in a VC deck yet. Maybe we're seeing this behaviour because VC fundraising has been incredibly difficult. In any case, ethics left the room and blind optimism took its place.
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a gp in vc
a gp in vc@aGPinVC·
How is this worthy of the victory lap celebration? The context was clearly that a team from the US had to fly-in to drive momentum and ensure there is no slack. Not surprised with this "patting on the back" rhetoric when we have nothing to show as a country.
Tejeshwi Sharma 🇮🇳@tejeshwi_sharma

Bangalore is deservedly the "Chip design" capital of the world. In the next 10y, Bangalore will extend its software legacy to cement its place as the world’s first full-stack technology capital - software, hardware, and design. There are so many good hardware companies getting built in the city. And the semicondictor renaissance is just getting started here.

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a gp in vc
a gp in vc@aGPinVC·
US restrictions just locked GPT-5.6 along with Fable & Mythos behind limited previews and government gates. Frontier labs are now building moats with bureaucracy instead of bits. This is exactly why open source will close the gap faster than ever: no red tape, global collaboration, and relentless iteration. The next leap won't need Washington's permission. The age of closed frontier models is hitting its own limits. Open weights win 🚀
OpenAI@OpenAI

We believe in broad access and plan to make GPT-5.6 Sol, Terra, and Luna generally available in the coming weeks. For now, at the request of the U.S. government, we’re starting with a limited preview among a small group of trusted partners in Codex and the API.

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a gp in vc
a gp in vc@aGPinVC·
Giving founders "Up to 25% equity" in the business they built hardly feels like you are betting on them and rooting for their success. Ideas aplenty. Execution is 💯. The economics are akin to loan shark syndicates. And the vibe feels like this is yet another reality TV show than a serious venture builder.
Nikhil Kamath@nikhilkamathcio

25 strangers. 1 house in Alibaug. ₹4 crore each. 90 days. No pitches. No decks. No fundraising. Just a bet on founders. We call it The Foundery. Full episode coming soon.. @jointhefoundery

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a gp in vc
a gp in vc@aGPinVC·
Services DNA teaches you something fundamental: enterprise tech deployments are a constant trade-off between accuracy, speed and cost. Shipping product fast does not equate to scalable enterprise usage, unless the other two vectors are also optimally solved for. Excited about this new build!
Vishal Sikka@vsikka

Hello World! I'm excited to share the launch of Hang Ten Systems, a new endeavor to help enterprises thrive in the age of AI. AI is upon us all like a massive new wave. And I learned a long time ago that when there are big waves around, it is time to surf. Not just to surf, but to hang ten — to master the wave so well that you can walk all the way to the front of the board and hang your ten toes off the front. Hang Ten is already helping some of the world's biggest and most important enterprises — like Fresenius, Siemens Energy and others — hang ten on the biggest wave of our lifetimes. Our dream is to help enterprises not just transform with AI, but use it as a force to do what no one could do before. We're backed by a remarkable group. Mayfield leads our round; @NavinChaddha and I were students together at @Stanford and always looked for an excuse to work together. They are joined by @aramcoventures, the strategic venturing arm of Saudi @Aramco, one of the world's largest companies and a key leader in energy and infrastructure, as well as some of Silicon Valley's best-known angels. And I'm privileged that Jerry Yang — also a friend since Stanford — serves on our board. Building Hang Ten with me is the core team I've worked alongside for years: @navinb, @sanjaypaloalto, Tao Liu, Frank Yu, Pradeep Panicker, Yusuf Safdari and ten other big wave surfers. Over time I'll share more about Hang Ten and our work. For now I'll say only this: I have seen, firsthand, the dramatic things AI delivers for the people and teams who somehow just know what to do with it — I have watched them, and myself, reach in minutes what could take teams years of toil. And I have seen the far greater number who get none of it, and who often end up causing harm instead. In that gap lies the biggest opportunity of our time. It is time to ride this wave. If you're a surfrider — someone who lights up at the chance to help businesses solve the hardest problems they face — write to us (jobs@hangten.ai)! — Vishal

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a gp in vc
a gp in vc@aGPinVC·
When did achieving $1m in sales become the be-all, end-all of Indian startup life? $1m sales is simply the beginning of the journey, and in most cases validation that there is a market for your product.
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a gp in vc
a gp in vc@aGPinVC·
Pests and pathogens currently cost the global economy an estimated $290 billion annually in lost yields. For decades, the agrochemical industry's answer has been to develop stronger, more resilient chemistry. Physical, autonomous hardware solutions like UV-C light completely bypass the chemical supply chain. Produce is healthier and free of harmful chemicals. Will track this to see how this evolves.
Danny Bernstein 🍇🥬@bernsteind

autonomous robot driving through the field at night. no chemicals. no pesticides. just UV light killing pathogens and pests while everyone sleeps. this is @tricrobotics. this is what chemical-free pest control looks like at scale.

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a gp in vc retweeted
Pratyush Kumar
Pratyush Kumar@pratykumar·
Ok, so here is my take on the Fable ban, sovereign AI, Sarvam, etc. The event is interesting as it has implications from many perspectives. For AI users, it is clear that you should not confuse access with ownership, or adoption itself as advantage. And if the most significant tech differentiator you are leveraging has external control loops, then you have to accept you are vulnerable. For AI talent, it is now a precedent that you would be *seen* aligning to national interests more than company interests. And even if its just a whim for now, this trend will be hard to reverse as the world gets more automated… For AI labs, their offerings will be stratified - general purpose AI would be available as utility, but frontier AI would be gated. This is a fantastic business model for labs - *democratized* AI sucks in all the data liquidity of the world which is locked in higher margin frontier offerings. I think for the world to be a better place, all three of the above are bad vectors. We need to have more countries and companies owning their own destinies. And in the post AI world, that means being able to use and improve AI systems within their own perimeters - what one may call Sovereign AI. At Sarvam, Sovereign AI in India was the founding thesis a couple of years back, and continues to remain the core operating principle. From our vantage point, it is super clear that India will build, leverage, and create massive business value and societal impact with sovereign AI. The following is precisely how we at Sarvam are contributing to make that happen.
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a gp in vc
a gp in vc@aGPinVC·
Banning foreign nationals from accessing Fable 5 isn't just a safety recall. It is the official start of the AI Cold War. We've moved from export controls on ASML lithography machines and Nvidia chips to applying export controls directly to software versions. Certainly shows the US is willing to break global tech access just to slow down global (and China!) catch-up. Flipside of restricted access has always been unprecedented grassroots-level innovation. That's where India needs to invest and play. Not simple token consumption from US giants.
Anthropic@AnthropicAI

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

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a gp in vc
a gp in vc@aGPinVC·
The next few weeks will make it clear if the market actually values SpaceX at $1.8T. Market cap more than Meta, with 1/10 their revenue. There is story-telling, and there is making money hand over fist and robbing retail investors. I'll say it - SPCX is a case of the latter.
a gp in vc tweet media
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a gp in vc
a gp in vc@aGPinVC·
Naveen, we cannot keep kicking the can down the road and ask the next generation to pick up the slack. Each of us needs to be responsible TODAY. - An angry passenger who cuts the lime at the airport, deboard the person and report to the police. - Anyone who cuts traffic signals, automated fines that cannot be bribed away. Do it multiple times, black list the license and impound the vehicle. - Tourists who steal and behave without consideration, report to authorities (maybe even get travel bans instituted) Without harsh punishments, we simply cannot bring about cultural change. Singapore/Dubai are perfect examples of hefty punishments which keep the cities in good working order.
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Naveen
Naveen@NAVofNav·
Absolutely agree with @hvgoenka sir. While I don't support the Hotel's explicit notice for Indians, but this is not an isolated example. Can we not do something serious about making our citizens good at Civic sense? The education on civic sense should start at early schools for children. Given education and civic sense could be mutually exclusive at times, time for us to being the focus on civic sense in all walks of life. Lack of Civic sense in most of us, is one of the most important reason Indians at large are not respected as a community outside India and always treated a bit differently compared to the rest of the world. Time has come to stop this embarrassment. @narendramodi ji, by any chance if this reaches you, Request you to genuinely look at addressing this issue. With your leadership's attention on this, we can bring a step change in our civic sense. Even it takes few years, worth investing the efforts now, to make India not just a developed country but also a country with citizens having basic civic sense. @virsanghvi
Harsh Goenka@hvgoenka

A Swiss hotel once displayed a list of special rules exclusively for Indian guests which I personally saw and was appalled. Today, videos of garba in restaurants, loud conversations in airports, and turning aircraft cabins into picnic spots keep doing the rounds. Even in Davos, an Indian businessman blasted Punjabi music in a club so the whole town could hear it, calling it “soft power” but to everyone’s annoyance. Japan earned global admiration through their courtesy and civic sense. If India wants to be a true global superpower, the world should remember Indians for its excellence, consideration and respect for others. Our civic sense seriously needs to be upgraded.

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a gp in vc
a gp in vc@aGPinVC·
I live in Europe, and have seen/experienced both sides of this argument. Hospitality staff being cold shouldered to Indians, as well as Indians taking advantage of the industry. This isn't a "chicken-egg" scenario of which group triggered it first IMO. Almost always, it is triggered by us as a society. We have turned into an unruly group of individuals who are inconsiderate, judgemental, and entitled. Justifying such behaviour by saying the first generation of wealth creators always create tension is pure stupidity. You can still create wealth and be a growth engine while being considerate and mature.
Harsh Goenka@hvgoenka

A Swiss hotel once displayed a list of special rules exclusively for Indian guests which I personally saw and was appalled. Today, videos of garba in restaurants, loud conversations in airports, and turning aircraft cabins into picnic spots keep doing the rounds. Even in Davos, an Indian businessman blasted Punjabi music in a club so the whole town could hear it, calling it “soft power” but to everyone’s annoyance. Japan earned global admiration through their courtesy and civic sense. If India wants to be a true global superpower, the world should remember Indians for its excellence, consideration and respect for others. Our civic sense seriously needs to be upgraded.

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