My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to apply the analogy of "fast startup, slow incumbent" here), they are just big. Far more so than with any other prior new technology, there is a massive and fast-moving wave that obsoletes every new app almost as fast as it can be invented. There is almost no time to build a company and scale it. There are two ways AI application startup founders can make money: - Make a flash-in-the-pan app that generates a ton of cash and bank the cash (my estimate is that you have about 12-18 months cashflow generation) - Make a good enough app that you get acquired by one of the big players for sufficient equity The situation is highly unstable - we don't know if it's going to crash or go to the moon but both scenarios make it very unlikely that any AI application startup will independently become a generational supercompany (baseline odds are low to begin with). The best odds are finding an application niche in a highly specialized field with extremely unique and specific data barriers, ideally ones relating to real atoms (hardware or world-related) data and not software/finance.

Sequoia on AI's trillion-dollar opportunity:

Been a while since we spoke to Indian media about our passion :)

An absolute misfit to run a media company as powerful as twitter. Hypocrisy, abuse of power, manipulation, attention seeking, sensationalism, irresponsible, and what else?

Nothing reveals depth of people more than the quality of questions they ask. Questions are tools that allows us to understand the world and progress in someone can be seen in quality of questions over a period of time.

AI entertainment should be genre. I mean not necessarily AI generated entertainment but the amazement we can feel looking ai do what it is doing. Like this video: youtube.com/watch?v=qbIk7-JP… Quite likely there is a YouTube channel for it. Do you know one?

To own, one should belong

Here's the exhilarating Title & First Look Poster of #ArcusFilms Production #1 - 𝟳:𝟭𝟭 𝗣𝗠 🤩 Experience a Genre-blending Extravaganza on Big Screens 🔜 ❤️‍🔥 #711PM 🌎 🌟ing @saahaspagadala @deepika_vreddy @tesselizabethx Directed by Chaitu Madala

Authority, Ignorance, Arrogance, Ego, and Dishonesty - a deadly combination to defeat

It’s strange how many people say #FTX failure is a failure of regulators and are looking for regulators to help them now and in future. Do they mean companies should be regulated but currencies shouldn’t be!? #cryptocurrecy #Decentralization

10 mind-blowing AI websites you probably didn't know existed:

For all the security scanners out there, stop asking for root access and ssh port. You can’t have a prerequisite of making system less secure before your can assess the system for security. Learn to be non-root. #Pentesting #vulnerabilities

RIP #SirivennelaSitaramasastri He helped me with inspiration, serenity, direction and pure joy so many times in my life thus far. He will continue to do so.

Come Tuesday, I'll be @ZetaSuite's Chief Concert Producer!! Rock icons Journey will headline our huge party at @Money2020 to debut Zeta's platform for next-gen credit cards! If you're there, we'd love to meet you and have you meet our team. RSVP here: journey.zeta.tech/

Hack to live a peaceful life: always assume good intentions by default.

Aunt: Have you been listening to monkey bath? Me: What? Aunt: Monkey bath. It has been going on for 7 years! In the last episode they said India needs 1.5 lakh Crore to fight covid!!!

300 shots today @zetasuite @Flock vaccination drive. Over a year since these many of our peeps were in office :)

Welcome to the inaugural session of Forbes India presents AWS ‘The Mavericks’—The Founder conversations. Our editor, @Brianc_Ed, will be in conversation with @gramki, co-founder & CTO of @zetasuite, and Sachin Chawla, Country Manager & Head - DNB, India & South Asia @awscloud

A thread of product management frameworks: (this might be useful if you are a product manager, product leader, or founder)

The true purpose of capital is to create great products. The only means to build great products is a great team. To welcome new members to our family, we launched our new site: careers.zeta.tech/ Join us to change the soul of banking technology! 🤗