Sanj
13.7K posts

Sanj
@SFSanj
Brit in SF / I do stuff that makes stuff happen 🇬🇧🇺🇸🇮🇳GTM Leadership @openrouterAI Alum: @stripe @slackhq @ebay @intel

Thrilled to welcome Jas Sekhon to @GoogleDeepMind as Chief Strategy Officer! The path to AGI requires exceptional thoughtfulness and foresight - Jas’ incredible experience as former Chief Scientist & Head of AI at Bridgewater makes him uniquely suited to advise us on the mission










We’re bringing new capabilities powered by Gemini models to @googlemaps. With Ask Maps, get answers to complex questions about any place you want. For example it can help with complex requests like "Find me the best 3-hour family hikes in the Grand Tetons and a spot for a packed lunch”. Will try this next time I'm there:) Rolling out now in the US and India.


$ORCL ON WHY IT WILL BE THE AI LAYER: “If you’re going to build a bunch of AI agents... you’d start inside the system of record. You’d start inside the system of gravity, because that is where the mission-critical data lives.” “Fusion is the custodian of our customers’ operational data... highly relevant, highly specific data that adds context to AI.” “The AI Agent Studio we released in Fusion allows customers and partners to build agents not just across Fusion, but across industry applications and third-party applications as well.” “We provide a lot of pre-built agents for our applications, but we also provide the development environment... the AI data platform... so customers and partners can build their own agents using any AI model in Oracle Cloud.” “In the not-too-distant future, when you close your books with Fusion... it will be an autonomous agent. You’ll simply tell the AI agent to close your books, and it will return the results.” “That’s what AI is allowing us to do... expand the scope of SaaS to automate entire ecosystems like healthcare, financial services, and retail.”







I have flown United and Delta a half dozen times each in the past 6 months. It is my view that United has passed Delta as the America’s premium airline. And the gap continues to grow. United’s product, aircraft interiors, mobile app, WiFi (Starlink is much better than Viasat) and network are simply better than what Delta has to offer. This was not the case 5 years ago. Scott Kirby took a gamble post-Covid to go big on CapEx spending to turn United into a more premium airline. This meant new interiors on hundreds of aircraft, Starlink WiFi, rapid fleet growth, and a major expansion of their network. Delta chose to play it more conservative and pay off Covid-era debt quickly on their balance sheet. This was a safer (and from a shareholder perspective arguably smarter) decision to take during a time of great uncertainty. This decision, however, shows in a Delta product that is starting to lag behind. (I say this as a lifetime Delta loyalist)



If you want to monitor the temperature of the San Francisco real estate market, track what happens on the final sales price of this home in the Inner Richmond currently listed at $2.995MM It’s outcome will be a good indicator of market sentiment I think😅











