Samarth Jain

@golchakrish interesting

@SamarthJainnn bearish

Been really bullish on the democratization of venture investing for retail folks — finally lowering barriers to private tech (AI, startups, etc) that used to be gated behind accreditation, networks, and huge minimums. USVC and similar vehicles are a big step: $500 gets everyday investors (even students) exposure to names like Anthropic, xAI, OpenAI before they hit public markets. Feels like "adventure capital" opening up. Curious though — how much visibility will retail LPs actually get into the real investment decisions? Will we see detailed deal-by-deal transparency, or mostly aggregated updates? Can we imagine a future where individuals (like a student with $500) invest directly into a specific startup instead of through a fund? That could cut down on information asymmetry, but it brings its own challenges around diligence, liquidity, and risk. What do you think — closer than we realize, or still far off? @AngelList @naval @ankurnagpal @usvc_

Anthropic: $30B ARR (Enterprise-first approach) OpenAI: $25B ARR (Consumer-first approach) One bet big on selling to enterprises. The other bet on millions of everyday users. What does this actually mean? Is the Enterprise route winning short-term value… while the Consumer route builds the bigger long-term empire?

@kapilansh_twt we are already using apple- it's a should have, not a must have

genuine question why hasn't Apple just bought Anthropic Claude in every iPhone Claude in every MacBook Claude in every iPad Claude in every AirPod this is the most obvious acquisition nobody is talking about would you switch to Apple for this ?

@RNidmarti interesting take rohan

Cursor is running the most expensive experiment in modern software history to prove that an IDE, layered on top of model suppliers who sell the same workflow directly, can still be a $50B enduring business. Enterprise distribution and its own model stack (Composer) have flipped gross margins to slightly positive, but the lab below it is compounding faster and now competes heads on

@GeorgeKurdin @usemonk @footworkvc @AcrewCapital @btv_vc going to be in SF from 25th-28th- would love to meet for 20 mins then if you have time!

@SamarthJainnn @usemonk @footworkvc @AcrewCapital @btv_vc ty Samarth

Today @usemonk is announcing our $25M Series A co-led by @footworkvc and @AcrewCapital with continued support from @btv_vc. $3T sits in U.S. accounts receivable. Our mission is to close the gap between earning revenue and receiving it. For most B2B companies, that gap is 45-90 days, thousands of hours of manual work per year, and millions in trapped working capital. It's a tax every growing business pays. Monk invented the Intelligent Collections category. Most AR tools automate the easy parts. We built for the edge cases, portal uploads, PO mismatches, and disputes. On average, customers see 40% lower DSO, 24% higher collections response rate and 25+ hours/month saved. Thank you to @ElevenLabs, @tryprofound, @siro_app, and our customers for the trust. Our platform typically pays for itself in month one. Book a demo to learn more.

@fin465 Funny how it went from 'mattress stores in Miami' to 'crypto coin launch' in record time. Respect 🫡

Introducing Origami. chat The world’s first AI that finds you new customers. 1000+ companies use Origami for their outbound. RT + reply with your website and we’ll send you 5 of your perfect customers right now👇

With the AI market exploding over the past few years—now valued in the hundreds of billions and on track for trillions—it’s created a fresh opportunity for companies deliberately building the opposite: products and platforms that reject AI entirely. Think social apps limited to real friends, with no AI-generated content, no algorithmic brainrot, calm design, chronological feeds, and zero follower-chasing. Or creative tools and brands proudly advertising ‘100% human-made.’ This backlash dynamic makes perfect sense. When one technology becomes ubiquitous and overwhelming, demand surges for authentic, human-first alternatives. We’re already seeing early signals in ‘no AI slop’ platforms, anti-AI marketing campaigns, and artist communities fleeing AI-trained datasets. It could be the next big billion-dollar wave

Just experienced Amazon Go at Emory. Picked up items → temporary $5 charge in the app, but no real-time visibility into individual prices or running total. The “just walk out” system creates interesting information asymmetry — you spend without seeing exact costs in the moment. Worth noting for cost-conscious shoppers. Thoughts?

India built UPI to abstract your identity away from your bank. We need the same for AI. Right now, your context lives inside ChatGPT, Claude, Gemini — separately. Switch apps, start over. Your AI doesn't know your consumption patterns, your content diet, your professional identity. What if you owned a unified personal context layer — consented, portable, accessible by any AI you choose? Not the apps owning your data. You owning it, and granting access. The catch? You'd be building the most valuable hacking target in history. The honeypot problem is real. But so is the lock-in problem. Who builds NPCI for personal AI identity?

crazy to see gatorade competing with water- “hydrates better than water”

Just spoke to 50 prominent VCs We all agreed on one trend: Every single profession will be replaced by AI, except for VCs Glad that I’m safe

Having loser mentality is an insult to God because you were handed a singular unrepeatable flame of consciousness as a specific individual with specific gifts and chose to let it gutter out in self-pity. Feeling small is more ingratitude than humility The creator doesn’t make surplus people. The fact that the egg chooses the sperm means every cell in your body proliferated from a messianic selection. The loser mentality is on every level, (biologically, metaphysically, theologically, etc.) against the verdict of life

While someone could absolutely go build a dedicated ‘brutally honest AI’ product, I think a simpler and often better starting point is just improving your own prompts or custom instructions. LLMs default to being extreme yes-men because that’s how they’re aligned and trained. But if you explicitly add context like: ‘Be direct, challenge my assumptions, point out flaws, and avoid sugarcoating — even if it’s uncomfortable,’ you can get a much more tailored, critical response without building anything new. That said, prompt tweaks have limits. The underlying model bias toward agreeability can still creep in, and a purpose-built tool (with better fine-tuning or guardrails) might deliver more consistent, high-quality pushback over time.

@vamsi_kurama @planepowers would love to meet

For the last 3 years, I've been building @planepowers across geographies, constantly moving between Hyderabad and London. Today, Plane supports teams across aerospace, financial institutions, automobiles, retail, defense and large enterprises, helping millions of people move work forward inside their organizations. With that scale comes something heavier than growth. Responsibility. When your systems sit at the core of how organizations operate, you don't just ship features. You carry the weight of their progress. Over the last year, one thing became clear: A large part of that responsibility sits in the US. And I wasn't close enough. At the same time, the way Plane is being adopted is changing. Fast. Larger deployments. Deeper integrations. A shift toward agent-driven capabilities across the stack. The conversations are different now. The expectations are higher. The surface area is expanding faster than any of us anticipated. This phase demands proximity. To customers. To operators. To builders shaping how these systems evolve in real time. We're building Plane to be the coordinate system for how serious companies run their work, with humans and agents on the same plane. > One place where every team, every project, every outcome is plotted together. That mission belongs closest to the people we serve. So I made a decision. I've moved to San Francisco. Permanently. Not as an experiment, but as a commitment to be closer to the people who trust Plane to run their mission-critical systems, and to build the next phase of the company with more clarity, speed, and depth. The gap between idea and execution is collapsing. I want @planepowers to move at that speed. We're building from the US now: hosting gatherings, going deep with teams operating at the edge, and meeting the people defining what comes next. If you're one of them, I'd love to meet. P.S. A few frames of SF from my last few weeks. There's something about this city that makes you want to build. Couldn't capture the Karl yet!

@nasdaily @iAngelsCapital cool stuff

I am proud to announce Nas.com raised $27 million Series A led by Khosla Ventures. Huge thank you to everyone who participated: Vinod Khosla & Nicole Frankel iAngels (@iangelscapital) 500 Global V Ventures Factorial Capital Tim Ferris Gloria & Stanley Tang Scott Adelson Erika Kullberg Jordan Matte Shuo Wang Sahil Bloom Maor Shlomo Dean Leitersdorf Keisuke Honda And others.

@dwarkesh_sp One of the better podcasts I’ve seen. The way he played devil’s advocate to bring out the actual underlying principles was brilliant.

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!