fellow of infinite jest, of most excellent fancy // CTO @useorb (hiring!). powering billing for @vercel, @glean, @fal, and a ton more. cs/philosophy @caltech.

Joined May 2009
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launched our new brand today. pretty stoked with how this homepage animation turned out.
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Kshitij Grover retweeted
Congratulations to @alvaromorales, @kshithappens, and the entire Orb @useOrb team on their definitive agreement to be acquired by Adyen. We at @GreylockVC were fortunate to lead Orb's seed financing and from our very first meeting it was obvious that Alvaro and Kshitij were special. Long before AI accelerated the move to usage- and outcome-based pricing, Alvaro and Kshitij saw where the world was headed and built accordingly. Deeply technical and relentlessly customer focused, they and their team built the platform that today powers billing at AI leaders like Vercel, Supabase, Fal, Replit, Glean and many others. Now they'll accelerate their customer footprint and impact as part of Adyen. More from Alvaro 👇
Today, we announced that @useOrb has entered into a definitive agreement to join @Adyen. @kshithappens and I have spent the past five years building Orb alongside some of the fastest growing companies in the world. The clearest thing we've learned: how companies price is changing faster than how they bill. AI has accelerated the shift toward consumption and outcome-based models, and the infrastructure underneath hasn't kept up. That gap is why we founded Orb, and joining Adyen is how we close it at global scale. Today's announcement doesn't change our commitment to our customers. Orb will continue operating as a stand-alone product, there will be no interruption in service, and our customers can continue to choose to work with their preferred payment processing partner. We're here for the long run, ensuring that our service continues to uphold "billing must be correct" as our customers pursue their most audacious revenue design goals. So why Adyen? Over the past several years supporting our customers' global growth, we've learned that billing at serious scale is only half the equation. The other half is moving money across markets, currencies, and enterprise requirements. Adyen has already built the foundational financial infrastructure that makes this possible. Joining them lets us build offerings that bring to life the vision of self-driving infrastructure for revenue optimization. We’re incredibly excited for Orb to only get better from here. To our team: thank you for all the hard work that you do every day for our customers. It has been, and continues to be, the pleasure of my professional life to work with all of you. To our customers: thank you for trusting us to support your growth and letting us partner with you. Thank you to our investors and supporters who’ve been with us on the journey. And thank you to my family for putting up with me talking about so, so many billing edge cases!
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it's time to build.
Today, we announced that @useOrb has entered into a definitive agreement to join @Adyen. @kshithappens and I have spent the past five years building Orb alongside some of the fastest growing companies in the world. The clearest thing we've learned: how companies price is changing faster than how they bill. AI has accelerated the shift toward consumption and outcome-based models, and the infrastructure underneath hasn't kept up. That gap is why we founded Orb, and joining Adyen is how we close it at global scale. Today's announcement doesn't change our commitment to our customers. Orb will continue operating as a stand-alone product, there will be no interruption in service, and our customers can continue to choose to work with their preferred payment processing partner. We're here for the long run, ensuring that our service continues to uphold "billing must be correct" as our customers pursue their most audacious revenue design goals. So why Adyen? Over the past several years supporting our customers' global growth, we've learned that billing at serious scale is only half the equation. The other half is moving money across markets, currencies, and enterprise requirements. Adyen has already built the foundational financial infrastructure that makes this possible. Joining them lets us build offerings that bring to life the vision of self-driving infrastructure for revenue optimization. We’re incredibly excited for Orb to only get better from here. To our team: thank you for all the hard work that you do every day for our customers. It has been, and continues to be, the pleasure of my professional life to work with all of you. To our customers: thank you for trusting us to support your growth and letting us partner with you. Thank you to our investors and supporters who’ve been with us on the journey. And thank you to my family for putting up with me talking about so, so many billing edge cases!
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Kshitij Grover retweeted
boris cherny goes on a podcast every three months and says something like “i’ve stopped breathing now i just wrote a breath.md” and the next day everyone in sf stops breathing
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timing was a bit early, but (2) is happening!
AI should earn its keep. Introducing the AI Productivity Guarantee. If Devin delivers less engineering value than you’re paying for, Cognition will fund your usage until it does, up to $10 million. It’s time for the AI industry to stop maximizing tokens and start maximizing productive output.
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the team at @supabase has been awesome to support @useOrb and it's a privilege to have such insane revenue and customer growth happen on platform
Supabase has raised $500M at a $10B valuation In this round we are giving @supabase employees the opportunity to cash out 25% of their vested options. We have done this in every round since inception. We do it as a “cashless transaction” so that employees don’t need to front any cash to exercise their options. This is the friendliest way we could design it until we can offer RSUs. On top of that, we give employees a 10 year exercise window: whether they stay or leave the company. The typical/default window is 3 months. IMO, equity is earned and employees shouldn't be penalized because they don't have the cash to exercise within 3 months of leaving a job (often that's the time they need the cash/certainty the most).
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Kshitij Grover retweeted
Jun 2
Building AI infrastructure means building systems that can scale alongside the product. Tom Wallenstein, Staff Software Engineer at @youdotcom: “We needed a scalable and flexible billing and metering system that lets us move fast today and keep moving as we grow and things change. Orb gives us exactly that, one system that serves engineering, analytics, and RevOps alike.”
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Kshitij Grover retweeted
On initial glance, AI blows our minds. But after repeated use, it disappoints. This pattern with new model releases has proven itself over years: they seem smart until we spend enough time with them. Then we notice all their warts. Capabilities seem mind-blowing when first demoed, but fall short after weeks/months of exposure. Why is this?
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calling it first: corgi is the yoapp of the ai wave
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Kshitij Grover retweeted
May 28
Teams monetizing with Orb: Replit Vercel WRITER Supabase Glean Fal LaunchDarkly Factory Baseten Turbopuffer Fireworks AI Momentic many more
Teams testing with Momentic: Notion Webflow Xero Entrata Squire SPS Commerce Collectors Framer Runway Retool Bilt GPTZero Mutiny Pocus Kumo
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the road to jira is paved with good intentions
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Kshitij Grover retweeted
May 26
At AI infrastructure companies, pricing is part of the product. Sid Shanker, Engineering Manager at @baseten, helps the team launch new models and hardware without turning monetization into a bottleneck. “We launch new models and hardware constantly, and pricing them is half the product decision. Orb lets us move at the speed of our roadmap and prioritize delivering value to our customers.”
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these guys are the real deal! congrats on the launch and we are excited to power this team @useOrb (also s/o to one of the best product feedback givers in the game @jordanalexmeyer)
Over 1 billion PDFs are created every day, but your agents still can’t read them reliably. Today we’re releasing Parse 2.0, the most accurate document parsing API in the world. Extend already processes millions of pages daily for leading AI teams like Brex, Mercury, Opendoor, Flatiron Health, and hundreds of others. Now, its even better. Parse 2.0 is SOTA quality on RealDoc-Bench, our open source benchmark that measures agent success rate on real world docs that agents actually encounter in production. We trained Parse 2.0 on 1M pages of the hardest documents seen in production. Here’s how it stacks up: - #1 in healthcare, real estate, logistics, and financial services - 95.7% agent Q&A accuracy on 581 docs (next best: 92%) - 0.847 F1 on layout (next best: 0.759) Give it a try today and build production-ready document agents with Extend.
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i’m hosting my db on An open source DynamoDB-compatible adapter with pluggable storage backends
Where are you hosting your database? - Supabase - Neon - Firebase
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the correct answer is @matt_levine. imagine admonishing a company over securities fraud (everything is securities fraud)
if there were a kitchen nightmares for software startups who would gordon be?
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if there were a kitchen nightmares for software startups who would gordon be?
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every vendor → vendor escalation involves a datadog screenshot. you can't escalate without showing datadog. canonical proof of problem free alpha: datadog should build inline cross-vendor tracing with at-mentions. would overtake slack connect overnight
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definitely thought this was going to be about politics before I saw the photo
Spotted next door to @southpkcommons NYC A cow in the middle of Manhattan
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I love to see companies and customers excited about stuff like this. it's technically tricky product clarity challenging interacts with a *ton* of surface area
More on the way!
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simon and team are so goated. true craft in their work. being a tiny part of their journey @useOrb has been an honor
turbopuffer crossed $100M run-rate in March. 19mo after $1M. Profitable & <$1M raised. Cursor・Anthropic・Notion・Cognition・Harvey・Bridgewater・Ramp・Linear・Legora・Superhuman・Atlassian・Granola We’d be nowhere without them. We work like hell to exceed their expectations.
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it's 2026. anthropic is printing money. github is down. installing dependencies is a dice roll. the rocket company is going public. the rocket company is buying the coding company. github is down. there's a thermal event in us-east-1. login with google is unsafe. $100M is not enough in sf anymore. github is down...
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