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Aditya Naganath Profile
Aditya Naganath

@anaganath

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Principal @kleinerperkins . Prev - Product: @Google Software: @PalantirTech , @twitter , @kp_fellows ('14) School: @StanfordGSB @columbia

Joined June 2014
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@anaganath
Aditya Naganath
8 months
Published some thoughts on how we may be able to unlock “AI coworkers”. This will be a new class of AI native product across domains where precision is of paramount importance and correctness can be quantified. I'm excited about the startups building
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@anaganath
Aditya Naganath
4 months
Just when I thought Hayes Valley couldn't get better. There's a pop up chaat stand open each weekend for the next few months!
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@anaganath
Aditya Naganath
2 years
An emergent class of infrastructure companies uniquely built for the era of deep learning / LLMs in the enterprise: Training: @MosaicML Inference Hosting: @exafunction , @BananaDev_ Security: @hiddenlayersec Debugging: Chroma Networking: @dust4ai
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@anaganath
Aditya Naganath
2 years
Life update: Thrilled to start a new chapter with the fabulous team @kleinerperkins . Very excited to work with @mamoonha , @ilyaf , @buckymoore , @anniecase1 , @josh_coyne , @WenHsiehPhD , @haomiaoh and team. Reach out if you’re building something or generally want to chat! DMs open.
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@anaganath
Aditya Naganath
24 days
Bumped into the man himself, Jensen, and convinced him to spend a few minutes with a group we were hosting at dinner. He showed up and spent 40 minutes. Warmest, most humble and authentic leader I've ever met. And technically so deep across a broad range of topics!
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@anaganath
Aditya Naganath
2 years
The truly valuable unlock for most enterprises will be when deep learning significantly outperforms tree ensembles on tabular data, such that the deployment costs are worth it. h/t @rasbt for providing a comprehensive overview of developments in this area
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@anaganath
Aditya Naganath
2 years
Great to have @zoink and @parkerconrad share their wisdom with ~200 former @kp_fellows ! Dylan was part of the inaugural class of fellows in 2012, along with @dfinzer (OpenSea) and @rickcsong (Persona). Quite remarkable!
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@anaganath
Aditya Naganath
7 months
Amen to this. Two reasons: 1. Palantir did a good job of screening for raw material 2. Technical people were forced to be super customer centric and develop tons of resilience in the face of tight deadlines and tons of firefighting.
@eladgil
Elad Gil
7 months
The ex-Palantir network has an impressive set of founders 💪🔥
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@anaganath
Aditya Naganath
2 months
Successful 3 table poker night co-hosted with @sanjaypartly ! DM either of us if you’d like to join the next one 😊
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@anaganath
Aditya Naganath
4 months
It's a privilege to work alongside incredible colleagues @kleinerperkins as we continue to serve the intrepid founders breaking new ground to build a better tomorrow. Onwards and upwards!
@mamoonha
Mamoon Hamid
4 months
Today @kleinerperkins is announcing KP21 an $825M fund to back early stage companies and KP Select III, a $1.2 billion fund to back high inflection investments. There hasn't been a better time to start a company and the AI wave may be the biggest yet - bigger than the
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@anaganath
Aditya Naganath
8 months
SF is truly back.
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@anaganath
Aditya Naganath
3 months
A decade old throwback to setting foot at the @kleinerperkins offices for the first time as one of the 2014 @kp_fellows . Still the best program out there for college students, hands down.
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@anaganath
Aditya Naganath
1 year
Despite outward enthusiasm, businesses want better software guardrails for LLMs before adopting them more broadly. Without more work on building compliance standards around models and applications, enterprise adoption will be slower than expected. Published some thoughts on the
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@anaganath
Aditya Naganath
1 month
Someone should reboot Pocket, where saved articles are auto-summarized, there's an option to listen to articles and converse with them while walking etc.
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@anaganath
Aditya Naganath
2 years
The general anatomy of the new crop of cloud databases: 1. Serverless. 2. Written in Rust. 3. Separation of storage and compute. 4. Support of incrementally computed views.
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@anaganath
Aditya Naganath
7 months
Two fascinating paradoxes in enterprise software today: UiPath & Splunk. Both have solid financials and continue to grow well. Yet they both: 1. aren't loved by customers 2. are quite clearly facing an innovator's dilemma.
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@anaganath
Aditya Naganath
2 months
It's nice to see Palantir's FDE model become popular amongst the current crop of AI startups. In fact, it's becoming a critical part of the sales motion given that buyers not only have slightly custom needs from LLMs, but also want vendors to just make things work with some
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@anaganath
Aditya Naganath
6 months
Looking back, Palantir played the recruiting game masterfully. Lots of things that came together but I’ll call out a time when referral bonuses for technical talent were $10k-$25k that could be accepted either in cash or equity. Takeaway for me is that growth stage cos with
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@anaganath
Aditya Naganath
1 year
Databricks' announcement today fully reveals their aspirations to compete with the cloud providers and OAI for the next wave of LLM driven compute - Lakehouse AI is single handedly taking aim at the LLM Ops stack, HuggingFace and even OAI (curated models
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@anaganath
Aditya Naganath
8 years
Nice summary of @pmarca 's thoughts on #VC and starting a co
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@anaganath
Aditya Naganath
3 years
@VCBrags You forgot "dreamer, hustler | be the change you want to see"
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@anaganath
Aditya Naganath
5 months
My Twitter feed took a breather from AI to inform me multiple times that the captain of the US cricket team is an Indian immigrant who is also a principal software engineer at Oracle. So ready for this summer of cricket 🏏
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@anaganath
Aditya Naganath
2 years
Instanbul is such a beautiful city. Really happy to finally have been able to visit 🇹🇷
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@anaganath
Aditya Naganath
2 years
Last week we brought 150 @kp_fellows , across 10 classes, together in NYC for a fun night of conversation and catching up. Was personally great to reconnect with other '14 fellows and hear from two amazing founders, @bradmenezes and @narayanarjun , about their inspiring journeys
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@anaganath
Aditya Naganath
1 year
Fun conversation with two trailblazers of search, @jainarvind of @glean and @RichardSocher of @YouSearchEngine , at @kleinerperkins . Full house with @florescl and a great group of folks across the AI community.
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@anaganath
Aditya Naganath
3 months
Come one, come all. One of a few rotating poker games I host. DM if you'd like to join one of the next ones!
@sanjaypartly
Sanjay
3 months
Hosted a spectacular two-table poker game with @anaganath Thursday night. Attendees included the famous @satejsoman , @CCgong , @satyakamdar , @TheManMikeTan , @PaulJun , @chongzluong , among others. I'm excited to host again soon, so please DM me if you're in the bay and want in!
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@anaganath
Aditya Naganath
4 months
We need to move past just vector embeddings to make progress with LLM reasoning. This article on GraphRAG is what I've been looking for: Not sure where the final architecture ends up - do concept graphs complement vector stores or does encoding move
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@anaganath
Aditya Naganath
5 years
@tanayj @antoniogm Zoom, Pinterest, Datadog
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@anaganath
Aditya Naganath
1 year
While data privacy concerns have always been in the ether, they appear to be materializing more vehemently under the backdrop of AI. Growing number of cases where startups can’t close their initial set of customers without supporting self hosting (on-prem / VPC) out of the
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@anaganath
Aditya Naganath
2 years
The promise of LLMs applied to dev productivity is not in code gen, but in supercharging the tedious: - Codebase navigation + understanding - Test writing, refactoring, tech debt elimination - Documentation generation and summarization - Debugging Devs love their core jobs!
@sqs
Quinn Slack
2 years
Making it 10x faster to write code won't 10x dev productivity. Most dev time is spent reading, fixing, and maintaining code—not writing code.
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@anaganath
Aditya Naganath
2 years
Had a blast last night at @SusaVentures ! Thanks for organizing an extremely fun tournament with a great array of founders, investors and operators :) Props to @YishiZuo @pratyushbuddiga @rak_garg
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@anaganath
Aditya Naganath
2 years
Cool to learn that stable diffusion was motivated by an engineering problem - build a computationally efficient diffusion model. This led to the core insight of decoupling the training of the auto-encoder model and diffusion model - which is arguably pushing the science forward
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@anaganath
Aditya Naganath
5 months
This Snowflake hack goes to show that for all the complexity in the cyber stack, simple things still go unnoticed. All the attacker did was phish login credentials and then use a stale refresh token from the inside to generate various session tokens that allowed them to exflil
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@anaganath
Aditya Naganath
1 year
Feels like Nvidia has an underrated opportunity to build a monster cloud biz. They’ve been building more and more software primitives over the years tightly coupled to the hardware. Why not double down? Apple-esque chance to build a walled garden around next gen GPUs and
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@anaganath
Aditya Naganath
2 years
Had fun prototyping a @dust4ai app that answers a couple of popular software engineer interview questions with code as output. h/t @spolu for adding slick integrations & @KunhaoZ whose template I tweaked.
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@anaganath
Aditya Naganath
2 years
Such talk feels overblown. Why? 1. Inference costs need to reduce 10x. chatGPT bleeds ~$0.05 per call. Google gets 8B queries a day. 2. chatGPT doesn't surface real time info. Retraining at scale is necessary and costly. 3. Needs biz model innovation. 4. Google's brand moat.
@TidefallCapital
Trevor Scott
2 years
"Paul Buchheit, the former Google employee who created Gmail, wrote in a series of posts on Twitter that (post ChatGPT) the company may be “only a year or two away from total disruption.” $GOOGL
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@anaganath
Aditya Naganath
1 year
Can’t believe it’s been 11 cohorts of @kp_fellows ! Had one of the best summers of my life in 2014 as a fellow and encourage anyone who’s interested to apply. We also get together and do fun things. If you wanna meet some of us and hang out, just DM me.
@kp_fellows
Kleiner Perkins Fellows
1 year
Celebrating 11 years of KP Fellows! 🎉 Thank you @jainarvind ( @glean ), @chranderson ( @watershed ), and @andre ( @mastryventures @warriors ) for joining us at Fellows Founder Summit! We're inspired by your insights on AI, environment, company-building, and winning on and off the
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@anaganath
Aditya Naganath
13 days
’s such an underrated SaaS company. Remember seeing ads for it plastered in NYC subways in 2015. Didn’t have any friends who used it or were aware of it. It now generates over $1B of ARR, growing 35% YoY. 88%+ GM and ~30% FCF margins in 2023.
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@anaganath
Aditya Naganath
6 years
After two quarters at business school, I have a greater appreciation for the variety of "smarts" that people in my class possess. Book smarts, technical smarts, smarts about navigating systems, smarts about navigating conversations and relationships, domain smarts. All valuable.
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@anaganath
Aditya Naganath
6 years
Just watched a Stanford student pitch his startup. The words "AR", "blockchain", "tokens", "fractional ownership", "commoditization" and "disruption" were uttered in the first 2 minutes. Watch this company raise a 30 million A round.
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@anaganath
Aditya Naganath
2 years
So pumped! @jarredsumner is special and it’s no secret that Bun has taken the developer community by storm. Best part is that they’re only just getting started towards an extremely bold vision. Needless to say, they’re hiring!
@buckymoore
Bucky Moore
2 years
We @kleinerperkins are excited to announce our partnership with @jarredsumner and @oven_sh as part of their $7m seed. Oven is building serverless hosting and CI for JS apps, powered by . (1/2)
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@anaganath
Aditya Naganath
3 years
These are the financials of…. A non-venture backed cloud kitchen called “Mylapore Express” that serves homemade Indian vegetarian meals to just Bay Area residents.
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@anaganath
Aditya Naganath
1 year
Huge day for Indian science 🇮🇳 Only the 4th country ever to successfully execute a lunar landing.
@narendramodi
Narendra Modi
1 year
Historic day for India's space sector. Congratulations to @isro for the remarkable success of Chandrayaan-3 lunar mission.
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@anaganath
Aditya Naganath
1 year
Thanks for having me @prateekvjoshi ! Appreciated your thoughtful questions and enjoyed chatting about the latest in the world of AI :)
@prateekvjoshi
Prateek Joshi
1 year
We have @anaganath from @kleinerperkins on the Infinite ML pod today. We talk about AutoGPT along with a range of topics including: - ChatGPT Plugins - Context windows of LLMs - LLMs for developers - AI landscape and investment opportunities
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@anaganath
Aditya Naganath
1 year
After playing around with selenium for a side project, it's fascinating to think about just how many RPA use cases can be solved with some LLM prompting -> real time code-gen wielding a headless browser via selenium. Of course, bunch of tweaks required to sell to enterprises +
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@anaganath
Aditya Naganath
2 years
A cool tidbit on Figma was that @evanwallace was even optimizing chrome source code (example: how graphics values are converted) to ensure figma was performant in the browser. A lot of low level, systems heavy work was equally responsible for Figma's product success.
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@anaganath
Aditya Naganath
7 years
Bumped into @ericschmidt at an Apple store 😎🤔
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@anaganath
Aditya Naganath
8 months
Consumer AI product I'd happily pay for: System that calls customer service on my behalf and negotiates reservations, cancellations and reimbursements. It needs to: 1. Have key personal details -> handled in the onboarding flow. 2. Ingest situational context -> provided by me.
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@anaganath
Aditya Naganath
4 months
In the uncanny valley with @hedra_labs @mjlbach Incredible technology in its infancy.
@mjlbach
Michael Lingelbach
4 months
With @anaganath ’s perm 🤣
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@anaganath
Aditya Naganath
8 years
Saw a #newyorker wearing @Spectacles . Very hipster. Not bad at all!
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@anaganath
Aditya Naganath
11 months
@debarghya_das This one hurts more because of it being at home and a missed opportunity to avenge 2003 :(
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@anaganath
Aditya Naganath
3 years
@HarryStebbings chat with @lennysan is amazing with many great nuggets. Here’s one I found hilarious: Harry: What are signs that a PM from Google or FB would be able to work well at a startup? Lenny: They haven’t been there too long or they’ve worked at other companies too.
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@anaganath
Aditya Naganath
2 years
Pumped to work with Everett! Welcome back :)
@EverettRandle
Everett Randle
2 years
Thrilled to announce I’m (re)joining Kleiner Perkins as a Partner to help lead our inflection/growth-stage investing strategy. I have an immense amount of respect for this team’s approach to & track record in backing history-making founders, and I’m stoked to be back on team KP!
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@anaganath
Aditya Naganath
2 years
Two thoughts on AutoGPT as it gets more popular: 1. Would be great to be able to intervene "mid flight" and either help it out when it's stuck or change direction based on dynamic preferences. Otherwise you're limited to tasks where the constraints are static and can be
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@anaganath
Aditya Naganath
2 years
Will be interesting to see if Jasper continues down its path of building its own custom models vs. switching to GPT-4. In many ways, Jasper is a useful leading indicator to understand behaviors and implications to Open AI's business model.
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@anaganath
Aditya Naganath
5 years
Walking back to my apartment and find @naval right next to it. Merits a tweet.
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@anaganath
Aditya Naganath
5 years
Bought an iPad pro along with the Pencil, and it might just be the single most important purchase I've made in years for my productivity. Notability on the iPad is amazing and importing all of my readings and lecture slides into it so that I can annotate on top of them is insane.
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@anaganath
Aditya Naganath
2 years
Open-core is a fascinating business model because it gets *harder* to monetize the *better* your open-source product is. You can create inorganic distribution for a mediocre (high time to value) OS product if you're first to market & have strong top-down GTM.
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@anaganath
Aditya Naganath
2 months
An under appreciated discussion point is how incumbents did “free” market education / category creation for AI startups in certain categories: 1. GitHub copilot showed the value of a coding copilot to enterprises in 2022, paving the way for startups to seize the opportunity. 2.
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@anaganath
Aditya Naganath
3 years
With Canva raising a private round valuing it at $40B, it’s worth noting that Australia has produced some amazing, global companies: Canva: $40B MC Atlassian: $100B MC Afterpay: Acq by Square for $30B Definitely an underrated "startup" geography relative to India and Israel.
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@anaganath
Aditya Naganath
6 months
Interesting tidbit from a conversation with a founder: Feeding Sora 360 videos to a Gaussian Reconstruction Model to recover 3D assets. Makes me wonder if Sora should be thought of as a platform vs. as a model.
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@anaganath
Aditya Naganath
2 years
@darian314 Yes. @KurtosisTech , @_hex_tech , Arena AI, @partifulsocial are some examples that come to mind. Many more emerging. Palantir hired smart people and exposed them (including SWEs) to users repeatedly, in a high pressure, fast paced environment.
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@anaganath
Aditya Naganath
11 months
First time in Manilla and very impressed by how modern everything is - virtually no pollution (including noise), great infrastructure, bustling nightlife and lots of foreign brands. Next stop, Taipei!
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@anaganath
Aditya Naganath
1 year
@moinnadeem Flash Attention, s4/5, Hyena are some other attempts too!
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@anaganath
Aditya Naganath
1 year
If one believes that each knowledge worker will have their own, personalized and private LLM, it’s interesting to think about how that could be delivered by a 3P vendor: 1. (Obvious) each person has access to an isolated model. 2. (Less Obvious) what does true multi-tenancy
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@anaganath
Aditya Naganath
2 years
Very sad to see so many posts of people having their job offers rescinded. Especially sad for internationals whose US visas are tied to their employment. @kleinerperkins has plenty of portfolio companies that are actively hiring and I’d love to help those who are recruiting.
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@anaganath
Aditya Naganath
6 years
I just published “A Super Quick Introduction to Deep Learning”
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@anaganath
Aditya Naganath
6 years
Product Managers: "Never think about what you want, think about what the user wants" Founders: "We built this because we wanted it"
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@anaganath
Aditya Naganath
7 years
As much as I like friendly drivers, @Uber should allow riders to select whether they want a quiet ride.
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@anaganath
Aditya Naganath
19 days
Wow, Geoff Hinton just won the Nobel Prize in physics for his work on neural nets. First computer scientist to do so. He is also a Turing Award winner. A historic moment in the world of academia and an even grander acknowledgement of deep learning's fundamental unlock.
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@anaganath
Aditya Naganath
2 years
The innovation battles within "AI" are interesting and good for the ecosystem. Two prominent ones: 1. Open AI vs. Open Source Model Ecosystem: OAI is forced to innovate (GPT-4, ChatGPT) to maintain distribution advantage. 2. Github's Next vs. AI dev productivity startups
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@anaganath
Aditya Naganath
8 months
Datadog moving into cloud service management with AI makes so much sense. Lots of depth and value in those workflows. Meta points: 1. Even a typical infra company like DDOG is thinking hard about its "AI angle". 2. System of intelligence is the next frontier of observability.
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@anaganath
Aditya Naganath
10 months
@wolfejosh @wolfejosh let me know if you want someone to show you the sights and sounds of Bombay!
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@anaganath
Aditya Naganath
6 months
@jebank That’s right. Along with the mystique of what they did, branding of how they were solving hard problems at a time when consumer social was hot, the A+ candidate experience that felt luxurious and the folklore around the founders including Thiel.
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@anaganath
Aditya Naganath
6 years
Moved in to school today. Met tons of classmates who said "follow me on Instagram" instead of "add me on Facebook"
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@anaganath
Aditya Naganath
2 years
Enjoyed @parkerconrad 's interview on @InvestLikeBest Reinforced the following: offering point solutions bundled together != compound startup. You need a foundational layer which can either be a data integration play (Rippling) or a compute bedrock (Databricks - Spark).
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@anaganath
Aditya Naganath
5 years
@semil @Austen Austen is super active on Twitter because he realizes that at the end of the day, Lambda's moat is its brand (which he is an extension of). Don't think this strategy is that effective for founders of traditional consumer tech software companies.
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@anaganath
Aditya Naganath
2 years
Eagerly awaiting a virtual assistant that I can text, which manipulates a headless browser behind the scenes to take complex actions: 1. Booking travel 2. Making reservations under multiple constraints 3. Completing multi step tasks on annoying websites.
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@anaganath
Aditya Naganath
3 years
@martin_casado Shouldn't it be the opposite? Hot startups haven't had down rounds while public cos have been slashed. Same public cos offer fixed $ worth of RSUs, which talent would be happy to scoop at today's prices?
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@anaganath
Aditya Naganath
2 years
Cool! What I like about this is the design decision to not compete with writers but instead supplement them. Broader point: "AI first" tools that supplement rather than supplant humans will do well in the coming years.
@nbashaw
Nathan Baschez
2 years
Introducing Lex! A word processor with artificial intelligence baked in, so you can write faster. 👉 👈 (I've been working on this awhile... so glad to finally share it!!)
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@anaganath
Aditya Naganath
1 year
Companies & projects mentioned that are thinking about aspects of the governance story - QA / Semantic Search: @llama_index @vectara @gleanwork Hallucinations, Inconsistencies, Bias: @guardrails @predictionguard @mattrickard @woolly @CredoAI
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@anaganath
Aditya Naganath
2 years
The merits of an open-core approach around a language model is a fascinating open question, as far as I know. A few thoughts on monetization paths below -
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@anaganath
Aditya Naganath
1 year
Great to see 🇮🇳
@satyanadella
Satya Nadella
1 year
The rate of diffusion of this next generation of AI is unlike anything we've seen, but even more remarkable is the sense of empowerment it has already unlocked in every corner of the world, including rural India.
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@anaganath
Aditya Naganath
2 years
If crypto could emerge out of fintech and be a standalone category that funds staff and raise against, only a matter of time until AI does the same vis a vis enterprise software.
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@anaganath
Aditya Naganath
6 years
LinkedIn was designed to better facilitate professional connections. However, most people around me use it to find others via search and then use email finding services (Rocket Reach) to form connections outside the platform. Email has a poor hit rate but > LI DM hit rate.
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@anaganath
Aditya Naganath
6 years
Person behind me in line, 20 yr old, at a store in LAX asked the cashier if they take cash 🤨 Might be a valid question 20-30 years from now.
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@anaganath
Aditya Naganath
2 years
Waiting for an audio diffusion model that can generate new songs in the style of my favorite bands 😀🙏
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@anaganath
Aditya Naganath
4 years
Retool replicated a single microservice in Palantir's platform (15/20 services & data integration + storage capabilities) and is already 1/16th $PLTR's market cap. Seeing a lot of other startups attempting to unbundle Palantir in the enterprise.
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@anaganath
Aditya Naganath
4 years
@chamath If Dems win, it's a particularly nice boost to commodities + energy (nuclear etc). Given today's price action in gold, silver and uranium, the market seems to have a prediction :)
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@anaganath
Aditya Naganath
3 years
Impressed by how many internal tools / systems built at Uber are being spun out into independent companies.
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@anaganath
Aditya Naganath
2 years
Kinda sounds like the all in podcast intro @Jason
@NASAWebb
NASA Webb Telescope
2 years
How would we hear this graph of exoplanet WASP-96 b’s atmosphere? The pitches of each data point correspond to frequencies of light, with longer wavelengths having lower pitches. Volume indicates the amount of light detected. Four droplet sounds represent clear water signatures.
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@anaganath
Aditya Naganath
9 years
What if we're the pinnacle of some other race's artificial intelligence? #whatif
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@anaganath
Aditya Naganath
2 years
ChatGPT is awesome but like GPT-3, it can't do math. While GPT-3 just outputs a wrong answer, ChatGPT tries to sound authoritative while being wrong. h/t to my colleague @haomiaoh
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@anaganath
Aditya Naganath
4 years
TIL: Yale has almost 30% of its portfolio in Slack and Zoom stock! $WORK $ZM
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@anaganath
Aditya Naganath
5 months
Nice read. Meta point is that we still need to make a leap in reasoning capability for new markets to be unlocked. Also likely need to have agentic products come with built in steerability, async-await equivalence etc. Wonder if agentic platforms can perform lookups on
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@anaganath
Aditya Naganath
3 years
Excited for @youngsharm ’s project to be out in the open! Check it out.
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@anaganath
Aditya Naganath
8 months
Dune 2 was a spectacle with tremendous cinematography. Feels like that's where movies continue to head. While deep storytelling / character development has been offloaded to shows.
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