Dipti Desai

1.3K posts

Dipti Desai banner
Dipti Desai

Dipti Desai

@diptidesaisf

Building @CrstlTech | Long time tech person | Immigrant | Ex- Product @uber @turnplatform @metamarkets | Alum @UCBerkeley @virginia_tech | @beondeck ODF5

San Francisco เข้าร่วม Eylül 2020
806 กำลังติดตาม963 ผู้ติดตาม
ทวีตที่ปักหมุด
Dipti Desai
Dipti Desai@diptidesaisf·
🚀 @CrstlTech is featured in Shopify Editions Winter 2026! ❄️ shopify.com/editions/winte… Proud to showcase our first-of-its-kind platform unifying EDI + API + AI so merchants on Shopify, Shopify Plus & Shopify B2B can scale operations, automate workflows, and move data with trust and speed. We’re building the modern backbone for global B2B commerce, powering the mission-critical workflows behind the products we all rely on. DM to learn more. Let’s GO! #Crstl #B2B #Shopify
tobi lutke@tobi

Shopify: The RenAIssance Edition Sidekick updates, Agentic Storefronts for merchants, new tools for devs building commerce agents, AI simulations, and more 🧵

English
0
1
5
1.5K
Dipti Desai รีทวีตแล้ว
TBPN
TBPN@tbpn·
"There are people reporting 3-month pilots as ARR, and they're free pilots." "I was talking to an investor yesterday who sees that all the time from early-stage companies. Coming out of accelerators, saying they have a million ARR, and they look under the hood and it's just all pilots that haven't converted yet." Spellbook's @scottastevenson describes all the ways he's seeing enterprise startups gaming the ARR metric to make their companies look better than they actually are: "CARR is contracted ARR. So it allows you to count revenue that's not live yet...It's a very easy metric to game." "You have these really complex implementations where you might be promising a customer, 'We'll build this feature, and once we build it, then we'll start billing you.' What happens if you don't build that feature?" "So one of the issues you see is, companies stacking all these commitments where they'll switch on billing once they deliver X with their forward-deployed engineers. But what happens if they miss that, or if that gets delayed? And they're reporting it upfront as ARR. But they're not actually at the point where the ARR is live." "The other one is the step-up contract where Year 1 is 25% of the cost, Year 2 is a little higher, Year 3 is higher. People are either amortizing that back over the period to get a higher average or even taking the Year 3 amount."
Scott Stevenson@scottastevenson

It’s time to expose a huge scam in AI startups: Contracted ARR The reason many AI startups are crushing revenue records is because they are using a dishonest metric The biggest funds in the world are supporting this and misleading journalists for PR coverage. The setup: Company signs 3-year enterprise deals. Year 1 is discounted (say $1M), Year 2 steps up ($2M), Year 3 is full price ($3M). They report $3M as “ARR” — even though they’re only collecting $1M right now. The worst part: The customer has an opt-out option at 12 months! It’s not actually a 3 year contract. In the chart below, by Q5 the company is trumpeting ~$100M “ARR” to press, while actual cash-generating, in-effect ARR is ~$35M. That’s ~3x inflation. On top of this, enterprise AI companies are bundling full-time “forward deployed engineers” into deals massively reducing margins, sometimes producing Year 1 negative margins. At some point customers are going to start triggering their opt-out clauses or aggressively negotiating down Year 3 pricing. And a wave of enterprise AI companies may collapse.

English
9
19
266
116.1K
Anjney Midha
Anjney Midha@AnjneyMidha·
"Agentic" will be deprecated as a word within 18 months
English
48
9
277
54.9K
Elizabeth Yin 💛
Elizabeth Yin 💛@dunkhippo33·
In 2021, @zoyagarg_ had a Stanford CS degree and Silicon Valley at her feet. She walked away from all of it and built a bootstrapped family comedy empire to multi-7 figures instead. No VC. No safety net. Just vision. 🧵
Elizabeth Yin 💛 tweet media
English
4
5
31
16.3K
Dipti Desai
Dipti Desai@diptidesaisf·
@pmarca Nah it’s the TikTok for founders
English
0
0
0
83
Marc Andreessen 🇺🇸
Marc Andreessen 🇺🇸@pmarca·
Overheard in Silicon Valley: "LinkedIn is prison for middle managers."
English
360
392
7.6K
502.5K
Gergely Orosz
Gergely Orosz@GergelyOrosz·
As I said before, with all the damning after damning details emerging I cannot see how the founders can ever raise money again from SV VCs Good question what happens with the $32M Series A as well, given Delve, as a business, is dead now (in compliance, reputation is everything)
Gergely Orosz@GergelyOrosz

I just don’t see how the Delve founders can stick around in the tech industry. This isn’t some one-off mistake: it’s systemic defrauding of their own paying customers, and now (as per this evidence) even law-breaking IP theft from a startup in the same YC batch! Indefensible

English
9
3
127
35.8K
Gergely Orosz
Gergely Orosz@GergelyOrosz·
Delve got kicked out of YC: likely after more details emerged that they likely stole the IP of a fellow Y Combinator company (SimStudio) and ripped off another (Oneleet) I still think Y Combinator should say something in public on why they kicked them out. Silence == speculation
Lance Yan@lanceyyan

delve is no longer a YC company wild

English
37
31
886
166.1K
C.C. Gong
C.C. Gong@CCgong·
Startups are getting more creative to cut through all the noise. The most important thing a founder must know is what your ICP is and how to serve them, and @MonacoGTM nailed it with this event. I heard CEOs at my table say this was the best startup launch ever. Makes sense that a GTM company is good at GTM - if you’re sick of your CRM or thinking about getting one check out Monaco.com
English
5
2
25
6.7K
Cody Plofker
Cody Plofker@codyplof·
@NotZainAgain Yeah I’m sure the creator of Claude code is scared of a beauty ceo
English
3
0
9
694
Dipti Desai
Dipti Desai@diptidesaisf·
@mcfazeli And for more B2B capabilities checkout Crstl x.com/diptidesaisf/s…
Dipti Desai@diptidesaisf

🚀 @CrstlTech is featured in Shopify Editions Winter 2026! ❄️ shopify.com/editions/winte… Proud to showcase our first-of-its-kind platform unifying EDI + API + AI so merchants on Shopify, Shopify Plus & Shopify B2B can scale operations, automate workflows, and move data with trust and speed. We’re building the modern backbone for global B2B commerce, powering the mission-critical workflows behind the products we all rely on. DM to learn more. Let’s GO! #Crstl #B2B #Shopify

English
0
0
0
102
Mani Fazeli
Mani Fazeli@mcfazeli·
The Shopify B2B capabilities we built for Plus merchants over the past 5 years are now available to every plan. This is HUGE! Wholesale done right, better than anyone. shopify.com/news/b2b-for-a…
English
7
10
67
17.2K
Dipti Desai
Dipti Desai@diptidesaisf·
@tobi @Shopify …And for even more B2B capabilities checkout Crstl x.com/diptidesaisf/s…
Dipti Desai@diptidesaisf

🚀 @CrstlTech is featured in Shopify Editions Winter 2026! ❄️ shopify.com/editions/winte… Proud to showcase our first-of-its-kind platform unifying EDI + API + AI so merchants on Shopify, Shopify Plus & Shopify B2B can scale operations, automate workflows, and move data with trust and speed. We’re building the modern backbone for global B2B commerce, powering the mission-critical workflows behind the products we all rely on. DM to learn more. Let’s GO! #Crstl #B2B #Shopify

English
0
0
0
117
Dipti Desai
Dipti Desai@diptidesaisf·
@RyanFloyd I might be the only person not subscribed to those notifications. I woke up to literal shaking and the glass door downstairs rattling amplified the scaries. Easily the scariest earthquake I’ve experienced in all my years here.
English
0
0
1
146
Ryan Floyd 🇺🇸
Ryan Floyd 🇺🇸@RyanFloyd·
@diptidesaisf Being woken up to the unfamiliar earthquake notification on the phone was the scariest part. I didn't even feel it but my wife did
English
1
0
0
67
Dipti Desai
Dipti Desai@diptidesaisf·
That was a really strong earthquake
English
1
0
1
146
Dipti Desai
Dipti Desai@diptidesaisf·
@ZachCPG 🙏🏽 team works very hard on this mission 🙏🏽
English
0
0
1
28
Zach Greenberg
Zach Greenberg@ZachCPG·
it's almost always these 3 things that consistently trip young brands up that are scaling quickly at retail: 1. EDI compliance: How POs are transmitted and received. Once you are working with retailers or distributors with 20+ Distribution centers each, it's not PO PDFs over email anymore. get your EDI game plan dialed BEFORE you land a big distributor or retailer, you don't have to press go, just be able to press go on EDI quickly when the time comes. 2. COIs: Coverage requirements. Expect at least ~$2M GL, ~$5M umbrella, and ~$1M workers comp as you start working with larger distributors and retailers. 3. Facility audits Your co-packer (or your own facility) needs to meet retailer and distributor standards like SQF or BRCGS. you need to be able to provide current audits on demand. These audits take time and $ (if your co-packed, they cover the audit costs). this is not an overnight fix if you cant come up with the audits. there is 0% leniency on any of the above. get crackin!
English
4
0
19
1.5K
Dipti Desai
Dipti Desai@diptidesaisf·
@sundarpichai Can someone please invest some time (and hand out promos as needed) to make the GSuite Admin UI better — every encounter with it feels like some sort of an IQ test
English
0
0
1
179
Sundar Pichai
Sundar Pichai@sundarpichai·
2004 was a good year, but your Gmail address doesn't need to be stuck in it. To say goodbye to v0t3f0rp3dr02004@gmail.com or mrbrightside416@gmail.com (or whatever you were into at the time), go to your Google Account settings and choose any name available. You'll keep your old username and you can sign in with both.
English
1.1K
3.1K
40.7K
4.9M
Dipti Desai
Dipti Desai@diptidesaisf·
Hey @OpenAI my company’s account has been deactivated. I’m not sure why. There are no emails with any updates or open items that we can tell. Can someone please help asap?
English
5
0
3
301
Lenny Rachitsky
Lenny Rachitsky@lennysan·
Who’s hiring engineers right now? Reply with the role, location, and how to apply.
English
80
41
488
109K

ค้นพบ

@scottastevenson @AnjneyMidha @dunkhippo33 @zoyagarg_ @pmarca @GergelyOrosz @martymadrid @samdblond