Manoj Kumar

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Manoj Kumar

Manoj Kumar

@theoutlieralpha

🗣️Strategy guy back to building with AI in Finance |Prev PE, Fintechs | epic 🎧 ||🎓@IIT_BHU @IIML @ESCP_BS

Investor's Quest Katılım Aralık 2009
555 Takip Edilen91 Takipçiler
Manoj Kumar
Manoj Kumar@theoutlieralpha·
Interesting collection for India’s top 100 AI startups.
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Manoj Kumar
Manoj Kumar@theoutlieralpha·
Anthropic did over 6 Billion dollars in Feb revenue. More than what public SaaS companies earn. Hence markets continue to derate SaaS. Private AI investments forget Anthropic’s enterprise clientele stickiness and measure every token usage same. linkedin.com/posts/manoj-ku…
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Manoj Kumar
Manoj Kumar@theoutlieralpha·
@AnthropicAI reported 6Bn dollar Feb revenue rate. They are humble to accept it’s not a monthly normal Here we are defending weekly figures with “accrued/promotional/trial revenue on back of tokens consumed🫣. True builders care only for customers.Worry about narrative later on.
Mukund Jha@mukundjha

1 of 5 payment gateways

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Manoj Kumar
Manoj Kumar@theoutlieralpha·
SaaSocalypse is far from over but overall valuation collapse opens lot of choices for. tech investors. B2C or B2B ? Infra or Application? 1. Will AI agents replace screen ? 2. Does chip building get commoditized? 3. Should you replace all your SaaS subscriptions with AI + FDEs?
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Manoj Kumar
Manoj Kumar@theoutlieralpha·
@HedgieMarkets Once programming gets agentic (which is already 80%) other functions lose their entry level execution layer. Think of entry level Data analyst or even accountant, AI will do the heavy lifting. Second order impact on the educational Institutes producing this entry level.
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Hedgie
Hedgie@HedgieMarkets·
🦔 Tufts University's Fletcher School has released the first American AI Jobs Risk Index, estimating that between 2.7 million and 19.5 million US jobs could be displaced by AI within the next two to five years, with a midpoint of 9.3 million and roughly $757 billion in annual wages at stake. The finding that challenges most assumptions is where the risk sits. Writers face 57 percent displacement risk, computer programmers 55 percent, historians 67 percent. Meanwhile roofers, dishwashers, and orderlies face under 1 percent. The safest jobs right now are overwhelmingly the lowest paid ones. My Take I've been saying for a while that the companies winning with AI are the ones using it as a productivity multiplier rather than a headcount replacement tool, but this index puts numbers to something I think gets underappreciated. The displacement pressure is landing on cognitive and analytical work, the exact jobs that were supposed to be automation-proof. Every narrative about robots taking physical jobs while knowledge workers stayed safe is getting quietly retired by the data. Silicon Valley has a 9.9 percent job risk rate and Washington DC leads all states at 11.3 percent. The people building and regulating AI are among the most exposed to it, which creates a policy dynamic nobody has a clean answer for. The report also notes that for every one percentage point increase in automation, the data projects a 0.75 percentage point loss in jobs, meaning efficiency gains are translating into workforce reductions rather than being absorbed through growth. That relationship is worth understanding before the tipping points arrive. Hedgie🤗
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Andrej Karpathy
Andrej Karpathy@karpathy·
Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords. LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm. Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks. Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages. Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.
Daniel Hnyk@hnykda

LiteLLM HAS BEEN COMPROMISED, DO NOT UPDATE. We just discovered that LiteLLM pypi release 1.82.8. It has been compromised, it contains litellm_init.pth with base64 encoded instructions to send all the credentials it can find to remote server + self-replicate. link below

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Manoj Kumar
Manoj Kumar@theoutlieralpha·
Opened stock portfolio console after 6 months and saw this performance against benchmark! How to pick stocks for to last bearish cycle😛 P.S. Sampling bias at play. For those you know how risk averse I am this is but normal :P P.P.S: Rule #1: Never lose capital. NoReco.
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Manoj Kumar
Manoj Kumar@theoutlieralpha·
@hclers⁩ doingsomething I have been saying for last 8months. IT companies got to sync up with startup if they want to be ahead. Had called out post ⁦@TCS⁩ Q1FY25. Hoping they follow heed. moneycontrol.com/news/business/…
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Manoj Kumar
Manoj Kumar@theoutlieralpha·
Unpopular opinion -All enterprise software will be “Value Added Sellers“ of large AI platforms like Claude code. 😛 credits- Jensen Huang
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Manoj Kumar
Manoj Kumar@theoutlieralpha·
What’s the most underrated tech disruption by @openclaw ? Peter literally tore up MCP architecture. AI needs much less scaffolding than we think. Now every founder realize what was always true. MCPs are extended APIs that bring context clouding. Do we really need them?
Morgan@morganlinton

The cofounder and CTO of Perplexity, @denisyarats just said internally at Perplexity they’re moving away from MCPs and instead using APIs and CLIs 👀

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Nayrhit B
Nayrhit B@NayrhitB·
The exact pitch deck that helped us raise a $9M Seed Round copy whatever you want VCs that invested: → @SusquehannaVC (led) → @LightspeedIndia@BCapitalGroup → Seaborne Capital → @beenextVC@sparrowcapvc@2point2club joined. fundraising is hard enough without guessing what investors want to see. so - I'm making our deck public. if you're raising right now, take it and make it yours. Reply 'deck' + follow (so I can DM it over)
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Manoj Kumar
Manoj Kumar@theoutlieralpha·
US asking everyone to LEAVE Middle East when 90% flights non-operational. EU getting their nukes ready for defence. Very bad world war 3 vibe all around.
Assistant Secretary Mora Namdar@AsstSecStateCA

The @SecRubio @StateDept urges Americans to DEPART NOW from the countries below using available commercial transportation, due to serious safety risks. Americans who need State Department assistance arranging to depart via commercial means, CALL US 24/7 at +1-202-501-4444 (from abroad) and +1-888-407-4747 (from the U.S. and Canada). ENROLL in step.state.gov to get the latest security updates from the nearest U.S. embassy or consulate.

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Manoj Kumar
Manoj Kumar@theoutlieralpha·
RIL showing the playbook for all Indian Enterprises to benefit out of big Tech/LLM providers while keeping the "India-first" narrative intact with own distribution. Probably better than recent TCS<>OpenAi and Infosys<>Anthropic partnerships.
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Manoj Kumar
Manoj Kumar@theoutlieralpha·
If 50member AI startup does same ARR as a 1000 member Tech firm in same business, one has to significantly change. You know what’s coming in 2026-27. Brace yourself. AI summer will be a cold winter.
jack@jack

we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack

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Manoj Kumar
Manoj Kumar@theoutlieralpha·
Many AI VCs in SF ask about your $100 Billion dollar vision. India's got just 6 companies with more mcap. @nvidia makes more that in annual revenue, still growing 50%+. P/E ~25 India's Top 15 Tech companies do less than that in revenue (combined)!🤯
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