Shan

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Shan

Shan

@shanbatla

I like tech, finance, and hard problems. Sometimes I like all three at the same time.

🇺🇸 Katılım Aralık 2013
320 Takip Edilen100 Takipçiler
Shan
Shan@shanbatla·
@swyx @iamgdsa Well, the red obviously symbolizes the parasitic, blood sucking nature of venture capitalists. Seems about right to me.
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Guillaume
Guillaume@iamgdsa·
a16z youtube thumbnails pre & post buying turpentine and putting together it's "new media" branch
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Shan@shanbatla·
@cto_junior Not at a tech company, at a bank. Can confirm — tech employees here are feeling pressure right now.
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TDM (e/λ) (L8 vibe coder 💫)
A pattern I'm seeing across my circle: Workloads at tech companies have jumped 2–3x within a single quarter Feels like teams are being pushed harder so managers can justify their existence and avoid being replaced by AI
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Shan@shanbatla·
@swyx @iamgdsa Consistency is key to branding. (I think. I’m not really a “brand” sme.)
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Shan
Shan@shanbatla·
The predictable outcome of “tokenmaxing.”
Hedgie@HedgieMarkets

🦔Goldman Sachs reports that companies are blowing past their AI inference budgets by orders of magnitude, with inference costs in engineering now approaching 10% of total headcount costs and potentially reaching parity with salaries within several quarters. KPMG surveyed 2,100 senior leaders and found US companies plan to spend an average of $178 million on AI over the next 12 months, with Asia-Pacific firms budgeting $245 million and EMEA $157 million. The two reports together show companies are spending more than planned and intend to spend even more. My Take Inference costs approaching headcount parity is an extraordinary number that most finance teams did not model when they approved their AI strategies twelve months ago. The compute crunch, electrical component shortages, and GPU spot prices up 48% in two months are all flowing into corporate operating costs faster than anyone budgeted for, and Goldman's trajectory suggests it accelerates from here. What I find hard to reconcile is that $178 million average sitting alongside enterprise data showing eight in ten workers are either avoiding AI tools or not using them at all. Companies are committing to nine-figure inference budgets while their own employees aren't using what's already been deployed. I've watched this dynamic build all year and my honest read is that a significant portion of this spending is driven by competitive fear rather than demonstrated returns. Nobody wants to be the company that didn't invest in AI when everyone else did. That's how bubbles get funded, and at some point boards are going to demand a number that justifies it. Hedgie🤗

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Shan
Shan@shanbatla·
@eglyman I like this. I like this a lot. But I would bet my bottom dollar either OpenAI, Anthropic, or both will productize this and sell it to the “enterprise.” Or you could productize and sell ot yourself.
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Eric Glyman
Eric Glyman@eglyman·
99% of Ramp uses ai daily. but we noticed most people were stuck — not because the models weren't good enough, but because the setup was too painful and unintuitive for most. terminal configs, mcp servers, everyone figuring it out alone. so we built Glass. every employee gets a fully configured ai workspace on day one — integrations connected via sso, a marketplace of 350+ reusable skills built by colleagues, persistent memory, scheduled automations. when one person on a team figures out a better workflow, everyone on that team gets it and gets more productive. the companies that make every employee effective with ai will compound advantages their competitors can't match. most are waiting for vendors to solve this. we decided to own it.
Seb Goddijn@sebgoddijn

x.com/i/article/2042…

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Shan
Shan@shanbatla·
@fintechfrank The normies are getting it, finally. Crypto is crossing the chasm.
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Frank Chaparro
Frank Chaparro@fintechfrank·
WSJ front page: NYSE is going all in on crypto and tokenization.
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Shan
Shan@shanbatla·
@JamesonCamp I unfollowed a couple of folks on that list bc I didn’t find their stuff interesting anymore.
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James Camp 🛠,🛠
James Camp 🛠,🛠@JamesonCamp·
I just pulled over 20 creators worth of X API data into Claude Code Something broke in the last 3 days Engagement tanked across almost every account I checked The weird part is theres no consistency in who got hit. Big accounts, small accounts, different niches. All crushed the same way Grok is apparently running the algo now and its making changes faster than anyone can adapt to Ive seen 3 major algo shifts in the last 6 months on this platform. Each one resets the game If youre running a business on X distribution you already know this. This is infrastructure you dont control. Price that in
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Shan
Shan@shanbatla·
Legit criminals and organized crime do not use publicly available messaging apps. That would be dumb, given the risk is too high and the convenience too low. The criminals that do are certainly in jail or are on LEO watchlist. The only reason why a government would spy on mainstream messaging apps is to monitor protestors, dissidents, reporters, and opposition parties.
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💻🎒
💻🎒@CodingNoobie·
something is not adding up
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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
50% of US data centers are being delayed or canceled. 17% are uncertain. Only 33% are actually being built. This what's driving AI compute into orbit.
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Shan
Shan@shanbatla·
@lzminsky In the AI era, that's probably true, bc now the questions are more important than the answers.
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Shan
Shan@shanbatla·
@GergelyOrosz It was only a matter of time for AI companies have possibly the most valuable resource in the world, so why not bump the price. It makes sense that AI would need to be treated like any other scarce resource.
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Gergely Orosz
Gergely Orosz@GergelyOrosz·
There is massive irony in how AI coding tools are starting to become TOO expensive for many enterprises - after eg Anthropic removed subsidizing AI subscriptions. We might go from "everyone use AI for everything!" to "you have $300/month AI budget; use your brain for the rest."
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Shan
Shan@shanbatla·
@_The_Prophet__ A good tech company can accidentally become a media company (youtube, meta, etc). But even good media companies struggle when they try to become tech companies.
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SightBringer
SightBringer@_The_Prophet__·
⚡️There’s no secret. The thing they’re “not telling us” is actually completely visible. The entire media and entertainment industry overbuilt during the streaming wars and now the bill is due. Between 2019 and 2023 every major studio and platform spent like drunken sailors trying to win the streaming race. Netflix, Disney+, HBO Max, Peacock, Paramount+, Apple TV+, Amazon Prime. Each one pouring billions into content trying to grab subscribers. They hired massively. They greenlit everything. They paid absurd prices for talent and IP. The logic was land grab first, profitability later. Later arrived. And it turns out most of these platforms can’t sustain the cost structures they built. The subscriber growth flattened. The advertising market softened. The content spend didn’t produce proportional returns. And now every single one of them is doing the same thing simultaneously. Cutting headcount. Canceling projects. Tightening budgets. Merging platforms. Because the math never worked and they all knew it and they all kept spending anyway because stopping first meant losing the race. The BBC is a slightly different case because it’s publicly funded but the dynamic is similar. Legacy media institutions built for a broadcast era carrying headcount that doesn’t match how people consume content now. 21,500 employees for a broadcaster in 2026 is a number from a different era. And now layer AI on top. Content production, editing, writing, marketing, visual effects. Every part of the pipeline that employed thousands of people is getting compressed by tools that do it faster and cheaper. The layoffs happening now are partly the streaming hangover and partly the early tremors of AI restructuring the entire production model. The conspiracy framing of “something they’re not telling us” makes it sound mysterious. It’s not mysterious at all. They built too much, hired too many, spent too freely, and now they’re contracting. Same thing that happens in every industry after a bubble. The only difference is that this contraction is happening at the same time that AI is permanently eliminating a chunk of the roles that would have come back in a normal recovery. These jobs aren’t coming back. That’s the part they’re not saying out loud. Not because it’s a secret. Because saying it would make the remaining employees panic and the stock price drop further.
Zak@zakfilm

Disney, Netflix, Warner Bros, BBC and Amazon all doing layoffs. Something is going on that they’re not telling us

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Shan retweetledi
David Sirota
David Sirota@davidsirota·
Destroying the @InternetArchive's @WayBackMachine would be the equivalent of the burning of the Library of Alexandria - one of the worst losses of knowledge in history. Media giants are now threatening to do this. We can't let this happen. Pass it on.
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Shan
Shan@shanbatla·
@a16z Soon, yes, there will be new business models with agents playing a big role. But after, you will need a new economic model entirely.
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a16z
a16z@a16z·
Aaron Levie says agent-driven micropayments could create an entirely new business model for the internet: "We might have truly a completely different business model for the internet." "Now actually it's probably is a good business model. Because let's say you had paywalled, really proprietary data... You could actually imagine like there's maybe like a hundred million agents that would be tapping into that data for various use cases." "All of a sudden, a penny a transaction starts to make a lot more sense than it did when you were capped at... people that maybe was interested in your content previously." "We probably have new business models for tools and APIs... We probably want an agent to be able to have a budget and make any API call it wants, and all of a sudden you have this new revenue stream, which is like these agents showing up, just transacting on your system." @levie at Daytona Compute Conference
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