Nikhil Sachdev
519 posts

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







ChatGPT is now available as an add-on in Excel and Google Sheets. It can help analyze messy data, write formulas, update spreadsheets, and explain what it’s doing along the way—without leaving your spreadsheet. Powered by GPT-5.5. chatgpt.com/apps/spreadshe…



For 5 years PlanetScale has had one thesis: reliability, performance, and scalability are all that matter for DBs. The scale to zero and vibe coded slop DBs have grown faster but our customers have built giant businesses on top of us and thats how you win in the long term.

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👇




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.













