Rakesh Soni

1/7 Whoa, AWS just dropped a BOMBSHELL at re:Invent 2025: "Frontier agents", AI that codes, secures, and runs DevOps for days without you hovering. Set a goal and step back. Devs, this changes EVERYTHING... but how? Read on 👇🧵

@garrytan But humans are the source of our biggest problems and potentially our own extinction. So the real question: Who will hold the reins of control and influence?

This is true But even more than that: humans will want more things, and humans will do more things assisted and supercharged by AGI

Not pro or anti Trump, but banning big institutional investors from snapping up single-family homes is a solid move. Housing shouldn't be just another playground for hardcore capitalism. (Yes, I might sound a bit socialist here... 😅) #HousingAffordability

Muslims are literally lynching minorities in Bangladesh, accusing them of "blasphemy". Absolutely backwards people.

@EpicClipVault This could be a great product idea 😀 #startups #founders #idea #business

He’s using 200 percent of his brain

@svembu Yup!! The Indian market really trains you to perform under pressure ... if you can survive its exams, the global test feels open book! Feels the same when I think back to exams at IIT vs UofA… those Canadian ones felt like a pleasant surprise😂.

He is absolutely right. The Indian market is like a demanding and strict Indian school teacher, like my respected middle school class teacher Smt Parimala-ji. If I scored only 95% in a mid-term test, she would tell me I am underperforming and not working hard enough. Fearing her disapproval, I would work harder. Then it became a habit. Interestingly, Japanese companies would say that their own domestic market is their toughest. We thank our Indian customers for holding our feet to the fire 😅🙏

I recently had the pleasure of joining CISO Stories with Jessica Hoffman, to talk about something that’s becoming increasingly important in today’s digital world: vetting non-human identities and agentic IAM. We went from the basics login and MFA to the new reality where AI agents can act on behalf of users, and what that shift means for security teams and CISOs. The conversation also brought up parts of my own journey building @LoginRadius - the early mistakes, the lessons learned, and why I believe external IAM now sits at one of the most critical intersections of security + user experience. We unpacked the risks, practical challenges, and strategic considerations around managing identity in an era of AI-driven interactions — a shift that’s already shaping the future of identity security. Big thanks to Jessica Hoffman and the entire CISO Stories team for having me. I hope you find the episode thoughtful and useful. 👉 Listen here: youtube.com/watch?v=m8gqti…

@astrange @a16z So true! Right now most banks and insurers just kind of sprinkle AI on top of the old stuff. A bit of doc processing here, a chatbot there, some voice bot on top… but the legacy tech like mainframes are still running the whole thing in the background. This new agent layer plus proper infra upgrades feels like the first real shot at actually rebuilding products, risk and daily ops around AI instead of taping it on the side. Where do you think the first big wins show up? 🤔

100% agree with this prediction from @a16z. This is why we wrote the first check into @PaymanAI at @TheoryForgeVC + brought them to @BraytonKey at @BoostVC The agentic layer is coming to banking, and it’s already started. (Prediction from @astrange)

Incredible work!! This is what the next wave of AI looks like in practice: simulating customers before launch, running experiments without burning real traffic, and replacing a lot of traditional surveys and user research with live behavioral signals. Very curious to see how close SimGym gets to real world performance over time.

This is absolutely one of the craziest things that we have ever shipped. You can use rollouts to A/B test your new idea and wait some weeks for results… or just use SimGym to simulate your customer and get results right now

Totally with you on this. LinkedIn has drifted from real professional networking to low-effort posts, people chasing the algorithm, and features that feel forced… birthday auto-messages, work-anniversary spam, inboxes full of cold pitches. Authenticity has taken a big hit. X is the place for the honest and unfiltered conversations.

Why the hell is LinkedIn sending me this crap

@NaveenGRao Naveen, this is a seriously bold direction for @UnconAI and honestly the kind of thinking we’re going to need as energy becomes the real ceiling for AI. Elon and other folks are looking at harvesting more sun by pushing compute into space, but taking nature’s efficiency and bringing it into neuromorphic silicon feels like the other big path that actually could help us scale. Looking forward to follow the progress.

We're proud to announce @unconvAI a bit more publicly! We're in unprecedented times...AI has exponential demand but is limited by (linear) energy build-outs. At Unconventional we're aiming to use every watt more effectively; we're doing it by going to first principles on how to build an intelligence substrate. Biology scale efficiency in 20 years!

@svembu @sdhilip Absolutely. I felt the same proud moment when I saw a @Zoho ad on the seat pocket in front of me while flying from Bogotá to Medellín.♥️

@sdhilip Thank you!

Very good turnout and high energy in our Zoholics event in Bogota, Colombia yesterday. And today Zoholics happens in Monterrey, Mexico. Zoho is becoming a world-wide software phenomenon! We have only gotten started. x.com/Zoho_Latam/sta…

@svembu This is truly inspiring for me as a fellow Indian entrepreneur ❤️🇮🇳

Hi @dharmesh, totally agree with you on that. At my company, we haven’t replaced a single tool internally just by “vibe coding.” But what’s your take on this angle, one that might disrupt incumbent SaaS players: AI is changing the economics underneath SaaS. As R&D and COGS keep dropping, we’re entering a phase where domain experts can build and ship serious products at a fraction of incumbent costs. That means pricing can drop 8–10x. We’ve seen this dynamic before with cloud infra between 2012 and 2022. Incumbents will be pushed to lower prices for both existing and new customers. New logos might help for a while, but overall I expect revenue curves to flatten in the next 3–5 years and eventually decline unless incumbents expand the scope of their offering and meaningfully increase value per customer.

"Why should companies pay for SaaS (HR/CRM/ERP/etc.) when they could just vibe code them?" I get variations of this question or comment with some regularity (granted, it's sometimes just me talking to myself). Here are some biased (but hopefully, well-considered) thoughts: 1) I am a big proponent and user of vibe coding (what I call "agentic coding"). I do it every day, 7 days a week, including Sundays. It's amazing. 2) My company, HubSpot is a software company. We have hundreds of professional engineers -- just about all of them use AI for product development too. They are brilliant and know how to build production-grade products. 3) Even with this powerful army of talent, the number of internal, core SaaS applications that we have replaced with a vibe-coded variant is exactly ZERO. The number of applications we plan to replace is also exactly ZERO. 4) It's not the absence of talent that keeps us from rolling our own SaaS apps, it's the presence of focus. It would be silly to try and replace our HR, team collaboration, expense tracking and 100+ other SaaS apps we use when we can just buy them. Just doesn't make sense. 5) That's us -- as a software company at some scale. If you're a non-software company it makes even less sense for you. Doesn't matter how good the AI coding tools get. Let's say you *could* vibe code a replacement for that SaaS app you're using, who's going to maintain it? Who's going to keep up with industry trends? What are you going to do when the 20-something genius that vibe coded it over a weekend leaves the company? Who do you call when there's a major bug? 6) If you're a Fortune 500 company at some scale, perhaps you could pull this off for some discrete use cases and the tradeoffs are worth it. You have an IT/Engineering department that is larger than the population of some countries. You can take on the pain in return for the positives. For the millions of others, my advice is: Spend every calorie possible on creating value for your customers.

@balajis That means it is cyclical.... nothing truly lasts forever but moves through creation, preservation, and destruction. The rhythm of Brahma, Vishnu, and Shiva continues!

If a country stay smalls to remain true to its roots, it eventually gets absorbed by an empire. Conversely, if a country plays for empire, and truly achieves world domination, it absorbs so many that its subjects eventually outnumber the imperial core. And thus the empire, too, loses touch with its roots. Stay small and get conquered. Get big and get diluted.

@claudeai @claudeai I started running Opus with @cursor_ai, and I’m impressed so far. Need to do more testing, but seems like a good upgrade.

Claude Opus 4.5 is now available in Claude Code for Pro users. Pro users can select Opus using the /model command in their terminal.

Why are some books insanely expensive?🤷‍♂️ It slams the door on knowledge for ordinary folks! #books #science #technology

7/7 Here is full official announcement: aboutamazon.com/news/aws/amazo… Follow me for more insight on AI, Startups, Entrepreneurship. #AWSreInvent #AIAgents #DevOpsaboutamazon

6/7 Ditch Copilot-style prompting. These are team players. AWS CEO: 80-90% of AI value ahead is agents. Vs. Microsoft/IBM. DevOps/Security preview now; Kiro soon.

1/7 Whoa, AWS just dropped a BOMBSHELL at re:Invent 2025: "Frontier agents", AI that codes, secures, and runs DevOps for days without you hovering. Set a goal and step back. Devs, this changes EVERYTHING... but how? Read on 👇🧵