vas natarajan

2.2K posts

vas natarajan

vas natarajan

@vas

partner @ Accel. board @ gamma, lovable, radar, ironclad, transcend, permitflow. formerly: frame (ADBE), spoke (OKTA), segment (TWLO), deepmap (NVDA)

iPhone: 39.877762,-75.240646 Katılım Nisan 2009
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Ivan Zhou
Ivan Zhou@ivzhou·
We @Accel are excited to be leading @RadixArk’s $100M seed round alongside our friends at @sparkcapital. It’s been a privilege to partner with @ying11231 and @BanghuaZ since inception and to support the incredible @lmsysorg community. Intelligence is no longer the bottleneck! Developers are now constrained by their ability to control, adapt, and reliably serve a growing diversity of AI models across hardware, environments, and use cases at scale. This shift creates an opportunity to build new foundational infrastructure for training and inference. RadixArk’s mission is to build that open infrastructure, and we’re excited to be their partners on the journey.
RadixArk@radixark

Today, we are thrilled to officially launch RadixArk with $100M in Seed funding at a $400M valuation. The round was led by @Accel and co-led by @sparkcapital. RadixArk exists to make frontier AI infrastructure open and accessible to everyone. Today, the systems behind the most capable AI models are concentrated in a small number of companies. As a result, most AI teams are forced to rebuild training and inference stacks from scratch, duplicating the same infrastructure work instead of focusing on new models, products, and ideas. RadixArk was founded to change that. We are building an AI platform that makes it easier for teams to train and serve the best models at scale. RadixArk comes from the open-source community. We started with SGLang, where many of us are core developers and maintainers, and expanded our work to Miles for large-scale RL and post-training. We will continue contributing to both projects and working with the community to make them the strongest open-source infrastructure foundations for frontier AI. We would like to thank our long-term partners, contributors, and the broader SGLang community for believing in this mission. We're also grateful to @Accel and @sparkcapital, NVentures (Venture capital arm of @nvidia), Salience Capital, A&E Investment, @HOFCapital, @walden_catalyst, @AMD, LDVP, WTT Fubon Family, @MediaTek, Vocal Ventures, @Sky9Capital and our angel investors @ibab, @LipBuTan1, Hock Tan, @johnschulman2, @soumithchintala, @lilianweng, @oliveur, @Thom_Wolf, @LiamFedus, @robertnishihara, @ericzelikman, @OfficialLoganK, and @multiply_matrix among others. Thanks for the exclusive interview with @MeghanBobrowsky at @WSJ about our vision.

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Ceci Stallsmith
Ceci Stallsmith@CeciStalls·
Lovable is in the Forbes AI 50 this year. We’re honored by the recognition. It’s motivation to keep building. Now, back to work.
Ceci Stallsmith tweet media
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Fabian Hedin
Fabian Hedin@FabianHedin·
Lovable is now the easiest place on the internet to create something and then make money from it. It can cover any use case. For example you can create an ecommerce store selling physical products, or sell software with a subscription. You can do this with an existing company, or fully seamlessly using a merchant of record setup, where all complexities such as global tax is handled for you.
Lovable@Lovable

Introducing Lovable Payments. Describe what you want to sell. Test it securely. One conversation to go live.

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NASA
NASA@NASA·
Hello, Moon. It’s great to be back. Here’s a taste of what the Artemis II astronauts photographed during their flight around the Moon. Check out more photos from the mission: nasa.gov/artemis-ii-mul…
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vas natarajan
vas natarajan@vas·
Huge congrats to the Astral team! What an incredible group of builders and humans bringing deep thought and care to the Python tooling world. @charliermarsh And my partner @caseyaylward who saw it before anyone and led our Seed and Series A. “Python is the language of AI, and Astral can become a major Python company”.
Accel@Accel

@OpenAI announced today that it’s acquiring @astral_sh. This is a testament to @charliermarsh and the entire Astral team’s craft, dedication, and skill for building tools that developers love. Thank you to Charlie and to everyone at Astral for welcoming us as partners on this journey. We’re cheering you on in this next chapter. Read more from @caseyaylward about what Astral has accomplished and where they’re headed next. ⬇️ accel.com/noteworthies/a…

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vas natarajan
vas natarajan@vas·
Team @GammaApp takes every step behind how a company creatively shares and compresses it ever-so-perfectly into their product. When you stack together releases like this, you see a new default creative system being built before our eyes. Think about where this all goes. And run, don't walk to our careers page, 🙏!
Grant Lee@thisisgrantlee

There's a hidden tax on every knowledge worker in the world, and nobody talks about it: The design tax. You're a strategist, a sales lead, a marketer. You were hired for what you know. But every meeting, every pitch, every proposal expects you to show up with something that looks like a designer made it. I lived this. Before Gamma, I spent time in consulting and investment banking. I spent more hours formatting slides than the analysis that went into them. When my cofounders and I started Gamma, we asked: what if you never had to be a designer in the first place? Five years and nearly 100 million users later, we've refunded billions of hours of the design tax. Today, we're eliminating it for good with our biggest launch ever. Gamma Imagine — a powerful, AI-native visual creation tool directly in Gamma. Posters, logos, infographics, visuals from a single prompt. On brand, every time. AI-Native Templates. Templates were supposed to save you from design work. Instead you spent the time filling them in. So we completely rebuilt the template experience. Modify a whole deck with a single prompt, with your brand and style intact every time. Gamma Connectors. You're already thinking in ChatGPT and Claude. Now Gamma sits inside the most popular work apps in the world. No more context-switching. You were hired for your ideas, not to resize text boxes. Let Gamma pay the design tax.

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Grant Lee
Grant Lee@thisisgrantlee·
Two years ago, we made the biggest bet in Gamma's history. AI models were getting dramatically better, and we decided to rebuild our entire product around them. People thought we were crazy, we were a small team, pre-revenue, and we were essentially starting over. That bet took us from a few thousand users to 50+ million. From zero revenue to $100M ARR. It transformed how people create and share ideas. Now we're seeing the same kind of shift happening again. The world is going agentic and just like we went AI-first two years ago, we're now building Gamma for an agent-first world. Today we're launching the Gamma connector for Claude, in partnership with @AnthropicAI. When Claude finishes a task for you (a research summary, a project plan, meeting notes) it can now hand you a Gamma presentation built from that work. Your thinking becomes something visual, polished, and ready to share. This is our first step. We believe that as agents become the way people get work done, every agent should be able to express ideas visually. We want Gamma to be the presentation layer for the agentic world. We're just getting started.
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vas natarajan
vas natarajan@vas·
Longtime believer platform is as important as product -- connect the imaginative power of AI with the right context. Product data helps @Lovable design around ground truth. The climb down from the initial hype cycle of AI *can* be a shallow one so long as AI finds its fit with the actual work to be done. Getting data into the product is a huge step toward moving from "tool" to "solution". @antonosika @thisisgrantlee
Amplitude@Amplitude_HQ

Launching fast 🤝 Learning fast We’re excited to build with @Lovable and bring product data and behavioral context into the Lovable platform. Now your Lovable agent understands your app *and* your users, so it can spot friction, suggest improvements, and help you ship updates fast. Try it out: amplitude.com/blog/amplitude…

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Nate Niparko
Nate Niparko@Niparko·
So I built a one-click opt-out from the most popular services that b2b mass-mailers use to get your email address: b2b-unsubscribe.vercel.app.  Enter your email, then the agent will do the rest.
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Nate Niparko
Nate Niparko@Niparko·
Submitting my own coding benchmark: are these AI-powered tools good enough that even the investor-types can build things?  [weekend project below]
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vas natarajan
vas natarajan@vas·
Love this. Lost in the AI-kills-SaaS debate is the increasing importance of real control points. What are the systems where work is scoped, prioritized, tracked -- and confirmed? As agents proliferate we need more great control points, not fewer. Critiques of software as simple datastores aren't wrong... but there's a big difference in data as "state" vs data that impacts agent-next-action. Linear IS the control point for software development. I'm long anything that looks similar!
Cristina Cordova@cjc

New Linear homepage: Designed for the AI era

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vas natarajan
vas natarajan@vas·
Would guess the volume and variety of "writes" into a SoR are dramatically increasing. Certainly anything adjacent to code-gen (issue trackers, etc.) but likely the business clouds as well. Can infer a lot through API traffic -- where's the ingress originating, since not all writes are of equal value. But overall the ingest is growing -- just talk to the platform teams.
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
Here’s an incredibly simple bull case for the incumbent systems of record, or at least, a simple rebuttal of the seat loss + shrinking customer LTV bear case: 1. AI has actually expanded their TAM, which is now the opportunity to displace labor by charging for outcomes instead of seats 2. If a business currently spends $20-50 to close a support ticket, they are thrilled to pay 50 cents for AI to solve it, and potentially also have to hire fewer support reps. Similar dynamic with leads and business development reps 3. No company actively wants to use another vendor. It is so so so so so much easier to just use your existing relationship and infrastructure 4. Therefore, literally every customer just wants Salesforce or HubSpot or ServiceNow to just figure this out. They are rooting for them 5. Even if they are testing other point solutions, they will absolutely switch if the SoR solution becomes good enough 6. They just have to become good enough in the next 12-18 months. They probably will figure it out
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Grant Lee
Grant Lee@thisisgrantlee·
Had a special friend visit the office today, but he might’ve gotten too comfortable 😅
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Lovable
Lovable@Lovable·
Hey ChatGPT, heard you can build apps and websites now?
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vas natarajan
vas natarajan@vas·
Big congrats to team @Firehydrant on their sale to Freshworks. Great to see these two join forces. A lot of money has gone into the next-generation of AI ITSM and autonomous SRE. We’re big believers here too (h/t @tierzero) and plan to invest more in the coming years. Reliable software is an asymptote we approach but never quite reach. Incidents demand context. Who owns the service? Who’s on call? What’s the escalation path? What does our data say? They rarely resolve in a single shot – the next best step ... is just to ask more questions. @FireHydrant is beloved because it keeps knowledge flowing. Robert and team think “platform” (integrations) as much as they think “product” (workflow). This is a great combination in an increasingly important space. Bravo again --thanks for letting us ride along!
FireHydrant@FireHydrant

We've been keeping incident management fresh since 2018, and today we're excited to announce that FireHydrant has signed a definitive agreement to be acquired by Freshworks to keep doing just that. Read our announcement here: firehydrant.com/blog/firehydra…

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