Nikhil Sachdev

519 posts

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Nikhil Sachdev

Nikhil Sachdev

@nikhilsachdev

One cannot be pessimistic about the West. This is the native home of hope. - Stegner

San Francisco, CA Katılım Mayıs 2010
587 Takip Edilen1.7K Takipçiler
Darian Shirazi
Darian Shirazi@darian314·
1/ Honored to be named #10 on @BusinessInsider's Seed 100 list of the best early-stage investors of 2026! #10.-darian-shirazi" target="_blank" rel="nofollow noopener">businessinsider.com/seed-100-best-… A few thoughts on what this really means 👇
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Josh Reeves
Josh Reeves@joshuareeves·
I share updates with @GustoHQ investors on a regular basis, and I wanted to publicly share my most recent update (which includes the $1b revenue milestone). It’s the most amazing time of my life to be a builder, and I pinch myself every day thinking about what’s now possible for us to do, in service of our mission. We’re here to help small businesses, and if you’re interested in our mission, please reach out! Either to partner, or join the journey.
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Sri Batchu🇺🇸
Sri Batchu🇺🇸@sri_batchu·
It always amazes me how little venture investors understand multiples. I wonder what % could pull together a decent comps table or do a DCF.
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Eden Chen
Eden Chen@edenchen·
Games marketing is broken. After raising over $50M to support and work with hundreds of studios over the last 6 years, I find that the biggest problem is studios’ lack of direct connection with their players. Over the last six years, I’ve watched talented teams struggle because they never had a clear way to reach, learn from, and grow with players over time. Without that connection, everything becomes harder - validation, iteration, community growth, and retention all turn into guesswork. For most of the games industry’s history, platforms have controlled identity, communication, and distribution, which are invaluable to a game’s success. Apple limited how studios could collect and use player contact information outside the App Store, and Steam still doesn’t give studios access to the contact details of players who wishlist or sign up for playtests. Studios are left without a direct relationship with the audience they’re trying to serve. As a result, studios rely on fragmented tools and spreadsheets to manage players across different stages of development and live operations, with no continuity from first contact through long-term engagement. Today, that changes with the launch of FirstLook 1.0. FirstLook is the first Player Relationship Platform built specifically for games. It gives studios everything they need to connect with players across the full lifecycle, including playtests and feedback, community and communications, analytics, rewards, and creator programs, all in one place. We’ve been building under the radar, but FirstLook already powers hundreds of studios, from indies to publishers like Krafton, @ArenaNet, and @Skybound, connecting millions of players with the developers who make the games they love. As part of the launch, we’re introducing a brand new limited time free plan, with access to all our features for up to 500 players. You can set this up now in under 10 minutes. If you want to learn more, book a demo and we guarantee that you will save you time and money and help you grow. Links in comments!
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Dimitri Dadiomov
Dimitri Dadiomov@dadiomov·
Best restaurant in SF. IYKYK.
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James Green
James Green@jamesgreen2016·
I've really enjoyed the whole of the US discovering that SF is actually the best...and that tomorrow, for somewhere between 2 and 15 hours, they will discover that the 101 is actually the worst stretch of road in all of America.
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Nikhil Sachdev
Nikhil Sachdev@nikhilsachdev·
Great deep dive on humanoid robotics from the incredibly thoughtful @SourishJasti
Sourish Jasti@SourishJasti

1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape, @zoeytang_1007, @intelchentwo, @vishnuman0 and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware and flew to China to see the supply chain firsthand. Here's everything we've created + our takeaways about the components, humanoid comparisons, supply chains, and geopolitics👇

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Sam Lambert
Sam Lambert@samlambert·
just chopped 5lbs of spinach AMA
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Aditya Agarwal
Aditya Agarwal@adityaag·
I don’t understand….are we supposed to love Liquid Glass UI? This feels like a major regression….
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Nikhil Sachdev
Nikhil Sachdev@nikhilsachdev·
Context feels like the hottest word of 2026
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Nikhil Sachdev
Nikhil Sachdev@nikhilsachdev·
@alexalbert__ I want to be able to inline edit (not in the chat interface) the documents I work on
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Alex Albert
Alex Albert@alexalbert__·
Reply with all your Opus 4.5 gripes so we can fix everything before our next model The more specific (including prompts), the more likely we'll be able to fix it!
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Vivek Goyal
Vivek Goyal@Goyal_Vivek·
@AndrewCurran_ Hard to believe any survey that says meta ai is being used by 20% respondents
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Andrew Curran
Andrew Curran@AndrewCurran_·
New numbers from Pew. ChatGPT is king amongst teens. 64% of US teens say they use AI chatbots, and 33% of teens now say they use them every day.
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Nikhil Sachdev
Nikhil Sachdev@nikhilsachdev·
@pitdesi At some point the free user base will get monetized - esp as query-driven commerce share expands
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Sheel Mohnot
Sheel Mohnot@pitdesi·
5% of OpenAI users are paying. Of those, only 4% are paying for the pro plan, based on a $27/mo ARPU. Wonder if they will re-think their pricing, only having $0, $20, and $200 options seems sub-optimal
Wasteland Capital@ecommerceshares

Latest OpenAI numbers from the FT: 800m users, 5% paying (40m). $13bn in ARR. Implies a $325 annual ARPU, or $27/month per paying user. 70% of rev from subscriptions, rest is API. $8bn loss in H1, prob $20bn run rate loss now? So basically spending $3 for each $1 in revenue.

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