Bhargav Shivarthy

The velocity of your ideas is the only moat.

@ndrewpignanelli Awesome! Thanks!

@bshivarthy If you ever had a cofounder 1 account, you have priority on the waitlist on cofounder 2. Will likely be off the waitlist in the next few hours or already

We are trying to let everyone off the waitlist as quickly as possible 🙏 We just want to make sure everything scales. So far we're taking 1000 off the waitlist per hour with the goal of removing the waitlist entirely ASAP.

Maybe I’ll get to try cofounder 2. Been in line for cofounder 1 since they announced months ago - agents to help me with @synorb was the idea. Ended up just building them myself cause we couldn’t wait. Hermes+Claw and Claude+Codex with Gemini running the pipe.

You can read AI slop or Human slop in the marketplace for slop. You can excuse the AI but what’s with these Humans?

@mignano @usv @fredwilson I’m a big fan of personal long arc moments. However, I’d have shown much less restraint in waiting for the right time/context to whip it out at. Everyone can keep receipts, knowing when to recall is the sauce.

@bshivarthy @usv @fredwilson who knew.

Launching tomorrow: a conversation with my new partner and @USV cofounder, @fredwilson. In the meantime, here's a sneak peak and a story about when Fred destroyed me on Twitter 10 years ago.

@albertwenger Oh boy! Now itching to find an excuse to drop in just to meet Fido.

This is agent Fido's first day on the job

@vxanand That pomfret looks 🔥

For years, I've been sad that we couldn't figure out Indian food in New York. London had it down - why couldn't we get our act together? Well, I'm thrilled to report we are now going through an Indian food renaissance. There are three elite players: -Ambassador's Clubhouse -Musaafer -Bungalow Honorable mention to Tera Mera in Cobble Hill which has captured my heart. If you're thinking "What about Unapologetic Foods (Dhamaka, Semma, etc.)?" - no! Too spicy, too oily. London, we're coming for you!!

@praveenTweets @UberEng This is very cool.

Excited to bring Uber & Uber Eats into Claude! Browse restaurants, check fare ranges, see ETAs, and complete trips or orders seamlessly. A strong example of AI simplifying everyday use. Great team effort to make it fast, reliable, and intuitive. 🚀 @UberEng

@chadwahl Doooo eeeet!

The urge to build a AI hedge fund with the Ontology

@tbpn @signulll Love it!! @signulll if @synorb can support, we would love to help. We believe agents need to be able to listen (receive) in addition to be able to search (retrieve). So we monitor over 10,000 sources and write stories designed specifically for them.

.@signulll says his new company is building "Facebook News Feed 2.0": a highly personalized feed powered by 22 AI agents that lives on your home screen: "We basically ask you to install two widgets — a medium widget and a large widget that encapsulates the entire home screen. And those work together." "The medium widget...shows you precisely what you might need to know at this point in time. And the big widget, what we call a For You widget, which is just a feed." "We're building the new iteration of the Facebook News Feed that's entirely AI-generated about your life. Highly personal, and that lives directly on your home screen. You can browse it as easily [as the feed]...We have 22 agents that work to generate content continuously for that feed."

Agent research is coming. Are you ready?

@philrosenn @Kalshi @procapinsights @APompliano Huge! Up and to the right my friends! 💥🚀💪

SOME NEWS: Our team is partnering with @Kalshi to launch the first investment research offering for prediction markets. Brand new category of institutional-grade research with real-time "wisdom of crowds" data. ProCap Insights 🤝 Kalshi procapinsights.com/prediction-mar…

This. “UBI” takes many forms. It’s about to hockey stick up fast with AI. Progress will mascaraed as pain for a bit. Then the reorder will resolve back to mean.

Brex right now…

What the tech teams across all sizes of organizations do is going to be very different from what they were doing over the past three decades. Am at awe with organizations that are early to realizing this. I suspect only y’all survive. on a side note, if @synorb can be of service, please ping. Would love nothing more than to finally get to work with you guys!

Some early thoughts after building real apps by myself for the first time… We built an internal tool called Conveyor It’s an app builder, and internal App Store It is connected to all of our data, context, and external data APIs I’m completely and utterly useless as an engineer, but I’m good at knowing what I want a tool to do. I’d previously struggled to make useful programs with pure CLIs. Our wrapper made it easy for me. In the first 3 days of having this tool, I’ve built several fairly complicated applications, two of which I’ve used a ton for real work. I’ve only used a couple hundred million tokens so far. Some early feelings: 1) It’s obvious to my that my companies Positive Sum and Colossus will have fully bespoke operating systems, built in house. They will manage as much of our work as possible. This is already exploding for things like research and reporting. Every business will want this for themselves. Sure we won’t built our own slack, but we will built everything that pertains specifically to our shape as a firm, which is a lot. 2) x402 protocol (which enables AI agents and users to pay for API access and digital services instantly, without accounts or subscriptions) is immediately interesting to me. Many times I’ve wished I could just stream payments for individual data points. 3) right now each loop of prompt to output takes 5 to 15 minutes. As models and ASICs (@Etched !) make this faster, it’s going to be so much more fun. Even 5 minutes makes it hard to get in the flow. Can’t wait for seconds instead of minutes. 4) it’s so much easier to design things by starting with a shitty first draft of an app and seeing what’s wrong and iterating than nailing a full design ahead of time. When I had directed the design of software before this was always maddening and slow. 5) this has made me realize that my imagination had atrophied. Use it or lose it is real. Very quickly I’m finding it easier to have good ideas by building more stuff. I encourage everyone to do the same. So fun and rewarding. 6) We need more compute

@albertwenger @usv @mignano Insane get. Congrats all around!

Welcome to @usv, @mignano. Thrilled to have you here!

@bcherny Yoooo

We've been working on this for a while. Can't wait to hear what you think

@AravSrinivas Let’s go! Up and to the right my friend!

Perplexity started as a small business tool for ourselves. We had 4 people and no revenue with AI at our fingertips. The pivot to Computer is actually a full circle. Founders are using it to grow companies that matter to the economy and their communities.  It’s rewarding to see it now powering small businesses and startups in big ways. Perplexity is still a startup. We just 5X’ed revenue from $100M to $500M with only 34% growth in team size. 2x revenue growth in 2026 with same small team. And we’re just warming up. Everyone here works at a small business, and everything we build is for people who build.

@ericvishria @synorb That being said, “Opus Everything” and punt down the road is probably the right move when resources aren’t constrained. Sort of envious of that ability to cook first THEN worry about the cost of ingredients.

There are surprisingly many ways to optimize here. @synorb we do this primarily due to constrained resources - it’s really painful to orchestrate but once you hit the promised land and the system begins to hum you see how you can do things for 1/10th to 1/100th of “Opus Everything”. It’s a bit alchemy so it needs hands-on tinkering. But you are right, and I suspect lots of efficiency tooling is on the way.

Seeing this all over. The efficiency and rationalization push is coming. Initially it was just getting everyone to use AI all over. "Opus everything!" Now the spend is material and companies will rationalize.