Annanth Aravinthan

Previously CRO at EliseAI and Head of Business Ops (Launch, Strategy, Finance and Competition) at Uber Eats Canada

[Annanth Aravinthan @ProtagorasTO]

1/ This week's Q3 earnings call w/ $FB will likely go down as one of the biggest bets in history. IMO they'll spend >$170B over the next decade on building the metaverse. Since it's my largest position, I've been spending a lot of time reflecting. Attached are my "scratch notes"

[Annanth Aravinthan @ProtagorasTO]

@lhamtil Still got the critical choke points though :\

[Annanth Aravinthan @ProtagorasTO]

@treiner5 @Waymo Thanks Tomas. Does this align with manufacturing capacity of AV enabled cars? Assuming Waymo is 1P and not licensed, I was under the impression that planning capacity isn't there with 3-4 year lead times.

[Annanth Aravinthan @ProtagorasTO]

8.5/10

https://t.co/ZhLKnnsbSO

[Annanth Aravinthan @ProtagorasTO]

@nachkari I can’t think of anything more French than burning cars and looting stores. Isn’t this actually a sign of successful assimilation? 😂

[Annanth Aravinthan @ProtagorasTO]

@benitoz Ben I think the bigger picture context here is that NVIDIA is obviously getting to get sued for anti competitive behaviour via their exclusive contracts and this will be used as evidence in the lawsuit (not arguing right or wrong just pointing it out.

[Annanth Aravinthan @ProtagorasTO]

@amir Pricing power = the ability to maintain or raise high prices without losing market share. Anthropic is losing market share.. so I’d argue they don’t have pricing power.

[Annanth Aravinthan @ProtagorasTO]

@JaredSleeper https://t.co/rR8s8cy2Eo

[Annanth Aravinthan @ProtagorasTO]

Assume ANT and OAI add $30B in ARR in Q4 ($60B total). ANT exits at ~$100B and OAI ~$80B.

If each Q sees some moderate QoQ absolute growth (still a slow down in YoY growth), you end somewhere between $550B and $625B in ARR in 27.

Lots to go wrong but demand is there.

[Annanth Aravinthan @ProtagorasTO]

@nachkari @BradDunkley Unless something has changed, the take rate is not a flat %. What the consumer pays and what the driver is paid is completely decoupled and dynamic. Eg. in some rides, driver gets paid majority of the fare. What you see in filings is blended.

[Annanth Aravinthan @ProtagorasTO]

Assume ANT and OAI add $30B in ARR in Q4 ($60B total). ANT exits at ~$100B and OAI ~$80B.

If each Q sees some moderate QoQ absolute growth (still a slow down in YoY growth), you end somewhere between $550B and $625B in ARR in 27.

Lots to go wrong but demand is there.

[Annanth Aravinthan @ProtagorasTO]

@EricDLombardi Eric I'm surprised your endorsing large sweeping rent control given it would absolutely crush new housing supply.

[Annanth Aravinthan @ProtagorasTO]

@ExnerPirot Do newspaper not run all articles through an LLM to fact check? 😂

[Annanth Aravinthan @ProtagorasTO]

@jasonfurman @jayparsons seems like multi-family would be down regardless of the data center build out given supply?

[Annanth Aravinthan @ProtagorasTO]

@sri_batchu I'm actually curious as to what the young Bezos would have done in this situation?

[Annanth Aravinthan @ProtagorasTO]

@buccocapital This Tobi interview was pretty good:

https://t.co/us7qIywK2F

[Annanth Aravinthan @ProtagorasTO]

@aicheye I’m sorry but this such a naive POV of the world? There are innocent civilians being killed in the Ukraine everyday.. are you arguing we shouldn’t build technology to protect them?

[Annanth Aravinthan @ProtagorasTO]

My POV today is the war lasts at least until mid 2028 (new regime post election), with periodic flare ups (e.g. attacks on production and refining).

Trump is greatly underestimating the IRGCs resolve.

[Annanth Aravinthan @ProtagorasTO]

@vigyso Congrats on the launch and thanks for sharing.

Can you elaborate on how data retention for the developer works? And what do you retain for training?

[Annanth Aravinthan @ProtagorasTO]

@embirico Why is Dots a new tab vs. just integrating it into the Chat / Work UI?

[Annanth Aravinthan @ProtagorasTO]

Hell yeaaaah

[Minna Song @minnasong]

Intelligence is getting cheaper. Life should too.

Today @elise_ai is announcing a $350 million funding round at a $4 billion valuation, led by @a16z and @bessemer.

I wrote about how we’re changing the economics of housing, and the work in front of all of us: building AI for the hardest, most important industries in the world.

LFB.

[Annanth Aravinthan @ProtagorasTO]

@ggpcap "not with a bang but a whimper". seems like we might be on a path where the Iranian's escalate and attack production and processing?