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Parth Dalmia
255 posts

Parth Dalmia
@parth_dalmia
VC Partnerships @AWS. Professional yapper on India to US GTM. Part time physics nerd. Views are personal
Bengaluru, India Katılım Nisan 2010
915 Takip Edilen199 Takipçiler

@neilshroff Nerlu for good food and coffee. Conservatory for the greenest vibes
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@hey_yogini A great salesperson is not a shortcut to achieving PMF. It’s painful to see the number of founders who still keep making this mistake. It just never ends well for anyone
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Sales is the hardest thing I've done as a founder.
I spoke to every friend I have in sales. How do you actually do this? How do you stick with it? How do you accept a no? What do you do when someone says no?
I also thought of hiring someone. But every founder I admire and every sales friend pushed back on that. Sales is a founder's job early on. No matter how uncomfortable it feels. Took me a long time to accept that.
To everyone who does sales for a living, hats off. I admire and respect you more than I used to.
And when Claude will take my engineering job, at least I'll have sales to fall back on. So silver lining :)
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@PersonalRecords the kind of breakfast a true crime detective would be eating while brooding over the most impossible murder case
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@akanksha7196 Boracay Island in The Philippines for the most pristine beaches
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there is no hugging face for robotics data.
no standardized pipeline for collecting, labeling, versioning, training on real-world robot data at scale. no tooling that handles contact dynamics and material deformation well enough for industrial manipulation. no teleoperation infrastructure where human supervisor intervention automatically becomes training data. no vertical-specific manipulation datasets for any specific industrial task.
the actual bottleneck in physical AI is the data and the infrastructure to generate it. and this is a structural problem.
for language AI, training data was the internet. abundant, cheap, already labeled by human intent. for robotics, the gap between where foundation models are and where they need to be cannot be closed by deploying more robots.
three bets are being made right now:
simulation-first works brilliantly for locomotion. domain randomization has essentially solved quadruped walking in unstructured terrain. but it breaks down completely for manipulation. simulated cameras have no noise, blur, or friction error. real cameras and grippers have all of it. cable insertion, fabric folding, dexterous assembly are exactly where simulation fails.
teleoperation as data collection is the second move. deploy semi-autonomous robots, capture human-guided trajectories, iterate. theoretically sound. but the capital math is brutal and the execution evidence isn't there yet.
human video as proxy is the third. if robots could learn from watching humans, you tap unlimited data. the problem: human hand geometry and force feedback don't map onto robot actuators. you're learning the shape of motion without the physics that make it work.
what's actually working today is locomotion. narrow manipulation in structured environments. inspection and sensing. quadrupeds doing thermal inspection. no general-purpose manipulation required.
the hardware race is loud, capital-intensive, winner-take-few. but the data infrastructure race is quiet, undercapitalized, wide open.
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Parth Dalmia retweetledi

I've been pretty clear: we are living through the plot of the book The Three-Body Problem
Remarks@remarks
JUST IN: 🇺🇸 Ninth scientist linked to secret US space and nuclear programs dies with no cause of death listed.
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Parth Dalmia retweetledi

if there is anyone who can build a @tbpn rival today it’s @im_roy_lee
I said what I said
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You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…
Just keep going ✌️

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@AnandaniNisha Middleroom for the best listening bar experience
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Join us next week for a conversation about AI in financial services with panel of fintech founders. Moderated by the effervescent @sarkar1028!
9th April
6.30 pm
Koramangala
Register here: luma.com/l8pb5vm7

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Excited to partner with our good friends @banglani @sarkar1028 @Vardhan1119 at @Stellaris_VP for this one. Hopefully the beginning of many more such conversations as we @awscloud and @Stellaris_VP deepen our partnership
Ritesh Banglani@banglani
Join us next week for a conversation about AI in financial services with panel of fintech founders. Moderated by the effervescent @sarkar1028! 9th April 6.30 pm Koramangala Register here: luma.com/l8pb5vm7
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