Navneet Chauhan

Optimistic about everything. I do not post regularly

[Navneet Chauhan @Navneet_Chauha]

Brilliant take ❤️

[Satya Nadella @satyanadella]

https://t.co/xv6csf1SbV

[Navneet Chauhan @Navneet_Chauha]

7/7 Conversely, beaten-down SaaS enterprises who took massive valuation hits but can now build highly profitable AI features without paying a "frontier lab tax" have a massive margin reset and neutral-to-high upside ahead.

[Navneet Chauhan @Navneet_Chauha]

🧵 The Great Generative Realignment: The AI Bubble is Shifting from Silicon to Value SaaS

[Navneet Chauhan @Navneet_Chauha]

6/7 The Playbook: As the market wakes up to this realignment, expect a significant rotation. High-flying semiconductor and AI hardware stocks that have rallied on peak-cyclical hype face aggressive downside/corrections.

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[Navneet Chauhan @Navneet_Chauha]

🔥🔥

[The All-In Podcast @theallinpod]

LIQUIDITY: Palo Alto Networks CEO Nikesh Arora

@nikesharora joins The Besties:

-- The Claude Mythos hype is real (found 5 years worth of bugs in 6 weeks)

-- Analytical SaaS is DEAD, infra software is undervalued

-- M&A playbook

-- Armchair CEO: Google first to $10T?

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!

(0:47) Claude Mythos found 5-6 years worth of vulnerabilities in 6 weeks

(5:15) Are cyber defenders losing the race against AI attackers?

(6:50) Analytical SaaS is dead, so what survives the AI wave?

(14:06) If models become a utility, where will the money be made?

(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI

(28:22) Palo Alto's M&A playbook and the path to $1 trillion

Thanks to our partners for making this possible!

EY (@EYnews) - AI ambition isn’t enough. https://t.co/kg7Zr2F27g Value Blueprints move organizations beyond pilots embedding measurable business value by design.
https://t.co/Kzcl4tScdb

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8db7Sw

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT4wYa

[Navneet Chauhan @Navneet_Chauha]

@BG2Pod @altcap @GavinSBaker @SpaceX Do it 🚀

[Navneet Chauhan @Navneet_Chauha]

@BG2Pod Please do it 🔥

[Cursor @cursor_ai]

We've reduced memory crashes in the Cursor desktop application by 80% since February.

Here's how we detect, debug, and prevent OOMs at scale.

[Navneet Chauhan @Navneet_Chauha]

At work, I’m part of a team that spends 25 minutes on Mondays discussing the entertainment of the weekend and the movies we watched instead of discussing what new tool we developed using AI.

p.s. I know many folks will have contrary view on this but they don’t talk about AI.

[Navneet Chauhan @Navneet_Chauha]

This is GOLD!

[Lenny Rachitsky @lennysan]

My biggest takeaways from @AnthropicAI's Head of Growth Amol Avasare:

1. Engineering is getting the most AI leverage—and it’s squeezing PMs and designers. With Claude Code, a five-engineer team now produces the output of 15 to 20 engineers. But PM and design productivity haven’t scaled proportionally. The result is a compressed ratio where one PM is effectively managing the output of a much larger engineering team. Anthropic's growth team is responding in two ways: hiring even more PMs (!), and formally deputizing product-minded engineers to act as mini-PMs for any project with less than two weeks of engineering time.

2. Anthropic is using Claude to automate its own growth. The internal initiative is called CASH (Claude Accelerates Sustainable Hypergrowth). It works across four stages: identifying opportunities, building features, testing quality, and analyzing results. Right now it handles copy changes and minor UI tweaks. The win rate is comparable to a junior PM with two to three years of experience, and improving rapidly.

3. The one part of PM work that AI can’t automate yet: getting six people in a room to agree. Amol and his head of design joke that even with AGI, it’ll still be impossible to align six stakeholders. Cross-functional coordination—managing opinions, navigating politics, mediating tradeoffs—remains the bottleneck that AI doesn’t touch for larger projects. This is why Amol believes PM roles aren’t going away, and may actually grow.

4. 60-80% of Anthropic’s growth team's projects have no PRD. For smaller work, kickoffs happen on Slack—messages back and forth with product-minded engineers who can push back and ask the right questions. For larger projects, Amol believes in a proper 30-minute cross-functional kickoff (legal, safeguards, stakeholders) to surface concerns early.

5. Adding friction to onboarding drives growth—if the friction helps users understand why the product is for them. His work Mercury, MasterClass, Calm, and now Anthropic, adding steps to onboarding flows consistently improved conversion. The key: cut annoying friction that doesn’t add value, but add friction that helps users understand why the product is for them.

6. AI companies need to focus on bigger bets, not better A/B tests. Amol’s argument: if your core product value is driven by AI, then the future value is orders of magnitude higher than today’s value, because model capabilities grow exponentially. In that world, micro-optimizations capture a shrinking share of a growing pie. Traditional growth teams do 60% to 70% small optimizations and 20% to 30% big swings. At Anthropic, they flip this ratio.

7. Amol built a weekly AI agent that scans Slack for cross-functional misalignment. Using Cowork with the Slack MCP, he has a scheduled task that looks across his projects and conversations and surfaces areas where teams are about to do overlapping work or pull in different directions. A colleague on the enterprise team already caught major misalignment that would have caused weeks of wasted effort.

8. A traumatic brain injury taught Amol the principle that now drives his work: freedom through constraints. In early 2022, a kick to the head during a Muay Thai sparring session caused a traumatic brain injury. Amol spent nine months off work and months relearning to walk, unable to look at screens or listen to music for more than 20 seconds. He was re-injured a month after joining Mercury and had to take two more months off. He’s still not fully healed. But the constraints—no alcohol, no caffeine, mandatory breaks, daily meditation—have become the habits that let him operate at the intensity Anthropic demands. “The true freedom in life is learning how to be content when you don’t get what you want.”

[Navneet Chauhan @Navneet_Chauha]

North Star for Agent: Reduce “Cmd+C —> Cmd+V”

Once we hit this, we will have a True AGI moment.

[Navneet Chauhan @Navneet_Chauha]

Very good read!

[Michael Truell @mntruell]

https://t.co/jZKOk8RAsV

[Navneet Chauhan @Navneet_Chauha]

@sundeep Entire BayArea right now looking like Windows wallpaper.

[Navneet Chauhan @Navneet_Chauha]

@ericzakariasson Pretty cool. Something is better to grep than nothing. https://t.co/oAfidewa6U is a good destination than https://t.co/gf3htVUmbJ