Niraj Kothawade

1.6K posts

Niraj Kothawade banner
Niraj Kothawade

Niraj Kothawade

@TheRiverCard

Katılım Nisan 2009
126 Takip Edilen266 Takipçiler
Niraj Kothawade
Niraj Kothawade@TheRiverCard·
First 15 mins of Dhurandhar 2 is so thrilling that rest 225 minutes is bonus.
English
0
0
0
18
Niraj Kothawade
Niraj Kothawade@TheRiverCard·
At some point, some company will find deploying humans is cheaper than consuming tokens.
English
0
0
0
5
Niraj Kothawade
Niraj Kothawade@TheRiverCard·
Have been trying to avoid twitter for 2 days, just to avoid spoilers. Dhurandhar 2, tomorrow !!
English
0
0
0
20
Virinder Villkhoo
Virinder Villkhoo@filmantic·
@TheRiverCard Hahaha vocab ko thoda update karle... ek hi cheez baar baar bolne meij bore hota hoga... mujhe joke maarne ke liye meltdown nahi hona padta...life is hard enough.. this is just a fuckin movie..
English
1
0
0
20
Virinder Villkhoo
Virinder Villkhoo@filmantic·
Oh! Wish I could be a fly on the wall of DeepVeer's home ... One labeled a member of the 'Tukde Tukde' gang... the other - a recent Andhbhakt Hypernationalist Gov mouthpiece convert .... Poora Nirmala and Parakala dynamic hai bhai.... jhakaas...
English
1
0
0
117
Niraj Kothawade
Niraj Kothawade@TheRiverCard·
@dharmeshba The limits have to be really low. With opus getting 1m tokens, its very difficult to run over $200 max plan usage.
English
0
0
0
220
Dharmesh Ba
Dharmesh Ba@dharmeshba·
A friend told me his Bangalore startup has allocated Claude Code limits for every engineer. If an engineer hits the limit faster than others, he is expected to give an explanation. We are not losing to AI. We are losing to f**king bureaucracy.
TFTC@TFTC21

Jensen Huang: "If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than a chip designer who says 'I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"

English
81
39
777
120.1K
Niraj Kothawade
Niraj Kothawade@TheRiverCard·
@ausnotes Are there details of how 500 startups were selected for survey? One can tweak the survey to take 65% to 99%.
English
1
0
0
13
Powell's Other Glasses (Ausnotes) 🌸
"Carta’s survey of 500 Australian start-up executives found 65 per cent of companies have less than 12 months of runway, placing most companies within a year of needing a capital event or major cost adjustment." - AFR. No dollarydoos.
English
3
0
7
464
Niraj Kothawade
Niraj Kothawade@TheRiverCard·
@varunram Slack was obvious use case for Gen AI and then agentic. But they have been so slow. To their luck, slack has insane stickiness.
English
0
0
0
37
Varunram Ganesh
Varunram Ganesh@varunram·
Benioff really understands teams are leaving Slack less often, so lets build everything in Slack
Varunram Ganesh tweet media
English
2
2
16
1.5K
Niraj Kothawade
Niraj Kothawade@TheRiverCard·
Claude code with high thinking is infinitely better.
English
0
0
0
10
Niraj Kothawade retweetledi
Wall Street Mav
Wall Street Mav@WallStreetMav·
Palantir CEO Alex Karp believes Ai will reduce the political and economic power of white collar female (mostly Democrat) voters: "If you are going to disrupt the economic and political power significantly of one party space, highly educated, often female voters who vote mostly Democrat ... and you feel like that's going to work out politically, you're in an insane asylum" "You cannot have this technology disrupts humanity's trained, largely Democratic voters, and makes their economic power less, and increases the power, economic power of vocationally trained working class, often male voters."
English
537
871
8.9K
3.9M
Niraj Kothawade retweetledi
Jason ✨👾SaaStr.Ai✨ Lemkin
PagerDuty now at $667m market cap on $500m ARR, so just over 1x ARR But it’s worse than that, as they have $550m in cash So enteprise value closer to $120m on $500m ARR Growth is 1%, customer count has not grown. You MUST accelerate today. This is ALL the markets care about.
Jason ✨👾SaaStr.Ai✨ Lemkin tweet media
Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk

PagerDuty has fallen to $1.1 Billion market cap … at $500m ARR 2.1x ARR It’s profitable now, but it isn’t growing anymore. Revenue growth has slowed to 4% and new customer count is net 0. The markets reward growth. Efficient growth or insane growth. But growth. No growth but profits = 2x ARR at scale.

English
61
27
548
262.3K
Tarric Brooker aka Avid Commentator 🇦🇺
I really dislike the narrative of the "poor mortgage holders" being impacted by higher rates. The average mortgage holder saw rates plummet during Covid and over the last 30 years, giving them an absolutely enormous free kick. Yes there is a risk of another side to that.
English
43
3
170
7.5K
Niraj Kothawade
Niraj Kothawade@TheRiverCard·
@bowtiedstocks Interest rate hike even by 100 basis points can slow the growth, but not good enough to fix supply demand mismatch.
English
0
0
0
35
BowTiedStocks
BowTiedStocks@bowtiedstocks·
Oil at $120 and possible three rate rises to come this year I wouldn't exactly say that's bullish for Aussie propadee But the forecasts will remain solid at 6-10% p.a. annual price appreciation, just like every other year LOL
BowTiedStocks tweet media
English
23
3
121
8.8K