@LadyAshBorg What would you advise kids to study post 12th? Assume: the kid doesn't want to go abroad, hasn't cleared JEE or a top college.
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Kapil Chawla
1.3K posts
Kapil Chawla
@KapChaw
Director, ISV & SaaS Partnerships @ Microsoft. ex- Cisco, Mobikwik & Gupshup Views, endorsements and RTs are personal opinion.
Delhi Katılım Ekim 2009
1.5K Takip Edilen396 Takipçiler
Chatting with parents who want their kid to take Computer Science in 11/12th. I don't think most parents are even remotely aware of what's coming to IT in India.
The next wave of Indian gig workers is not delivery folks. Its developers.
Gig work as agent builders, automation consultants, workflow implementers, and 1-person dev shops. The transition will mirror a lot of the changes underway with large tech and enterprise companies (like banks) in the US already. Fewer generic jobs, lots of high skilled contract jobs. And the app store era will be back as the agent store era.
Not going to be a cushy transition especially given current software salaries!
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@tejeshwi_sharma examples from the traditional (non-software) industry?
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Small-to-mid sized companies may be the best positioned to become AI-native.
They have PMF, but not the inertia.
Smaller teams. Cleaner tech stacks. Fewer legacy workflows. Less bureaucracy.
They can re-imagine ops end-to-end instead of layering AI on top of complexity.
Startups without PMF are still searching. Large enterprises are defending the past.
The real AI compounding may happen in the middle.
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That's major events are mapped for Feb 16-21 in Delhi.
If you're attending ANY of these, reply with your top 3 picks. Let's make this week legendary 🚀
For anyone replying, will be sending you the link to 30+ events I am tracking in this sheet.
Vipul Gupta@vipulgupta2048
4 days until #AIImpactSummit kicks off in New Delhi. Bill Gates, Sam Altman, Sundar Pichai, Jensen Huang in one room. Which session would you crash if you could only pick ONE? (Bookmark this thread -> I'm breaking down every must-attend event happening next week 🧵)
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Sequoia just called the end of an entire go-to-market era and most SaaS companies won’t realize what hit them for 18 months.
Product-led growth was built on one assumption: humans would try the software. The entire playbook since 2010 optimized for human discovery. Beautiful landing pages. Frictionless free trials. Viral invite loops. Slack, Dropbox, Zoom, Calendly. $200B+ in market cap created by winning the user’s first 5 minutes.
None of that matters if an agent is picking the software.
Claude doesn’t care about your hero image. It can’t be impressed by your Dribbble awards. It’s reading documentation, parsing user reviews, checking API reliability, and matching features to use case. All the surface-level polish that convinced lazy humans to click “sign up” becomes irrelevant.
The new PLG funnel isn’t landing page → free trial → activation → conversion.
It’s agent query → documentation scan → feature match → recommendation.
Which means the new moat looks completely different. You don’t need the best onboarding. You need the best documentation. You don’t need viral loops. You need structured data that agents can parse. You don’t need a beautiful UI for the first session. You need an API that an agent can actually call.
The companies that won PLG hired designers and growth hackers. The companies that win agent-led growth will hire technical writers and developer relations engineers.
And here’s the part nobody’s pricing in yet: agents don’t have loyalty. They don’t have switching costs. They’ll recommend Supabase today and something better tomorrow if the documentation is cleaner or the pricing is more transparent. The stickiness that made PLG so powerful, the network effects and learned behavior, doesn’t transfer.
Sequoia is telling you the entire distribution layer is being rewritten. The question is whether your product is optimized for human attention or machine parsing. Most are built for the wrong audience.
TBPN@tbpn
Sequoia partner @sonyatweetybird says we're going from the age of product-led growth to the age of agent-led growth. "You see this most clearly if you're using Claude Code actively. It says, 'Hey, for a database, you should use Supabase. For hosting, use Vercel.' It's choosing for you, the stuff you should be using." "Product-led growth brought us closer to the vision of 'best product wins,' but ultimately people are still lazy. They can't read all the reviews, and they kind of default to what looks cool on the website." "Whereas your agent has infinite time to go and make these choices for you. It can go and read all the documentation, read all the user comments, and figure out [what you need] for your use case."
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@chheplo @MohapatraHemant Zoom's FY25 revenue was 4.7B, 3% YOY increase
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Extensive lived experience building better products ultimately losing out to better distribution.
AMD vs Intel: x.com/i/status/18091…
GCP vs Azure: x.com/i/status/13439…
Teams rev today is between 8-13b. Tech Twitter loves to dump on teams, but outside of that bubble there is real usage. My sister's entire school runs on it, so do lots of very large enterprises. I know it having invested in several slack ecosystem startups - the moment you go up market, slack coverage thins out. It's a pity because no one wants a poorer product to win but that's the whole point. Cognitive biases are real. You're welcome!
Arjun Sethi@arjunsethi
Venture capital has a recurring problem. It keeps measuring the wrong thing with great confidence. Distribution is not fake but it is often a terrible proxy for usage. Something being installed by default does not mean it is used in any meaningful way. If default presence equaled engagement then everyone would be a power user of Apple Calendar simply because it ships with the phone. We all know that is not how behavior works. You can touch a product without choosing it. You can open it once a quarter without relying on it. Default availability measures proximity not pull. Proximity is a very weak signal for product market fit. This is where the Slack versus Teams framework keeps getting recycled as wisdom when it is really just convenience. Teams benefited from bundling. That made it visible everywhere. It did not magically make people love it. It did not make it indispensable. It made it unavoidable. Those are very different things. Venture capital loves proprietary distribution because it is legible. You can put it in a spreadsheet. You can count seats provisioned. You can point to rollout numbers and feel smart in a partner meeting. Engagement by contrast is messy. It requires looking at behavior instead of slides. It requires asking uncomfortable questions like would anyone be upset if this disappeared tomorrow. Engagement is how you actually quantify product market fit. That is not a new idea. It is why I got into this business in the first place. Ironically it is also why some of my best investments did not need much venture capital from me or from anyone. When engagement is real capital is an accelerant not a crutch. When it is not capital just papers over the truth for a few more quarters. We invested in Slack at a 250M post. Slack later exited to Salesforce for roughly 27.7 billion dollars. Hardly a failure by any reasonable definition of venture outcomes. Despite the annual obituary tweets plenty of remote teams and modern companies still actively choose Slack over Teams today. They choose it despite Teams being free in a bundle. They choose it because it is used deeply inside workflows every single day. Voluntarily. Intensely. Yes you can touch Teams because it is bundled. You can also touch the unused exercise bike in your garage. That does not mean you are fit. It just means you own equipment. If you measure properly real usage depth of collaboration willingness to pay retention over time and expansion within teams I would still bet Slack wins on engagement and lifetime value over the framework that keeps getting retweeted. This is why venture capital keeps making the same mistake globally. Indian VCs are not uniquely doomed here. They are just inheriting the same outdated measurement systems with more enthusiasm and fewer scars. Installed base looks impressive. Engagement compounds quietly. So we get confident tweets instead of careful analysis. Headlines instead of homework. Distribution slides instead of behavioral truth. That is fine. But let us not confuse legibility with correctness. Worth doing a bit of work instead of retweeting the framework
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@sabeer Sabeer, would you come to India and implement your ideas of growing income potential, providing employment, improving healthcare and literacy rate etc etc on the ground ? Would love to know more on what you are doing towards all that you are saying India should do.
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We overtook Japan in GDP……but can you feel it in your pocket?
Growth without distribution is just inflation in disguise.
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@rohitdotmittal @SamanyouGarg if I remember right you had done this ?
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Can someone put Bhagvadgita in an LLM and make a companion Krishna?
Indian scriptures would be the most valuable companions (a sarthi) to help resolve moral confusion, share a future path, and live a fulfilling life.
I think AI can make Puranas more accessible than they've ever been in the past and really help in an increasingly complicated world.
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There are decades when nothing happens, and there are days when decades happen.
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@MohapatraHemant @perplexity_ai It's a chrome integration I believe independent of OEM. Showing on my Redmi as well!
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Not sure when this happened but Android phones now seem to offer an "ask @perplexity_ai" option with a right click on highlighted text! 🤯
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Thanks for AI, Jensen (NVIDIA chief) & for all the graphic cards I had as a kid.
AI is as revolutionary as electricity….
Thanks @peakxvpartners, also always 🤯 with @RajanAnandan & @sjs_day1
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@zomato @Swiggy @letsblinkit @ZeptoNow you all should do integration with @MyGate_com for auto approval for delivery person when an order is placed.
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@sbikh Sanjeev Sir, you are definitely in good hands with Dr Chandan at @abilityphysio!
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Philosophy on a whiteboard at Ability Physiotherapy and Sports Injury clinic where I visit every week
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@tejeshwi_sharma If they treated you like earlier, your tweet would have been on how some startups don't understand frugality during these changing times also. :). Maybe that's why!
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2021:
Lunch time meeting at Founders office: You were served at least a Subway if not an artisinal Pizza, topped up with Third Wave coffee
2024:
Two lunch time meetings at Founders office this week: Only tea without sugar :)
The Times they are a Changin.
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@chamath Amazing speed. Do we know what was the training data set? And should it not be saying I Don't know rather than giving totally way off and inaccurate answers for even publically known facts.
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Also, two important points:
1) please don’t confuse Groq (above) with Grok (X’s Chat Agent). They are different.
2) before you complain about the accuracy of the model results at chat.groq - the demo is to show tokens/s not to show off a model. The model is llama2 performance demo with no additional fine tuning and no rag which means it cannot answer questions outside of its training data. The point is to show the speed of inference.
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Groq is probably the most consequential AI company you haven’t heard of - but they’ve been working hard for years to build the fastest hardware for AI.
From a commenter on Hacker News:
“This is really impressive. For reference, inference for llama 70b on together’s api generates text at roughly 60 tokens/second.
I can’t find any information about an api, though I’m guessing that the costs are eye watering.
If they offered a Mixtral endpoint that did 300-400 tokens per second at a reasonable cost, I can’t imagine ever using another provider.”
You can try groq’s solution at chat.groq.com and see for yourself why folks on Hacker News are excited.
news.ycombinator.com/item?id=387391…
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@saffrontrail Well said !
@letsblinkit is the "chhotu" / runner boy of our house. No disrespect meant. Love the service! @albinder
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BlinkIt is killing it!
Excellent user interface, thoughtful curations as per the occasions and season, adding new fab services to their basket (like instant delivery of print outs, make up and plants delivered in 15 mins)- this app is such a luxury, and is miles ahead of its competition. I doubt there’s any such convenience anywhere in the world.
I managed to send plants and desserts to my sister in Gurgaon within 15 minutes of ordering it in Bengaluru. Seems unreal 😄
Also, what a fab way to use their bags to update customers with their new offerings! I’m a relatively new user of this app and I seem to prefer it over all others now.
(Not a sponsored post, just genuine appreciation)
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@rajeshsawhney @anmolm_ In my view, the few good startups in LLM/GenAI space have enough VC attention, are not flocking to mixers and are busy building :)
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@anmolm_ I think India lacks highly skilled tech leaders and PHDs for doing cutting edge innovative work in LLM-Generative AI space.
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Generative AI & Speciality Chemicals
I recently attended the Winter Mixers of three leading VCs in India: Matrix, Blume and Elevation.
I was hoping to meet a few Generative AI founders but instead I met Startup founders of skincare creams, pet medicines and specifically B2B chemicals.
Clearly Indian VC is thinking more broadly and differently than the Bay Area where I met only and only Generative AI startups at a few VC mixers I went to a few months ago.
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