Rajesh Razdan

Product@Codoxo. Nullius in verba

[Rajesh Razdan @RajeshRazdan]

Think Different

[Siddhartha Saxena @siddsax]

Anthropic onboarding day: Michael Scott introducing Karpathy like he just signed Wemby in free agency.

[Rajesh Razdan @RajeshRazdan]

.@dwarkesh_sp I'd love to see Roger Penrose on the show!!

[Rajesh Razdan @RajeshRazdan]

On Experience, Judgement,
and What AI actually collapses

https://t.co/HktQG4veHK

[Rajesh Razdan @RajeshRazdan]

@OmarAbdullah Reminiscing Cricket :

https://t.co/vBoU9lB4Ba

[Rajesh Razdan @RajeshRazdan]

@anshublog Empirically, every good VC is wrong 8 out of 10 times 😂

[Rajesh Razdan @RajeshRazdan]

@hnshah and froth coding

[Rajesh Razdan @RajeshRazdan]

@anshublog Modi, the uniter

[Rajesh Razdan @RajeshRazdan]

@anshublog From what we're seeing in actual deals, no vendor will be able to sell their software to enterprises without backed in / validated AI security/governance

[Rajesh Razdan @RajeshRazdan]

@tunkuv @newcriterion Superb !

[Rajesh Razdan @RajeshRazdan]

@pitdesi @grandabbang Very interesting menu !

[Pierre Ferragu @p_ferragu]

Best outlook on the upcoming AI era I have read so far.

[Rajesh Razdan @RajeshRazdan]

@nejatian it’s a useful reminder that “disruption” isn’t new and that enduring companies are built less on hype and more on judgment, resilience, and uncomfortable long-term bets.

[Rajesh Razdan @RajeshRazdan]

@nejatian I’d recommend Harvey Firestone biography Men and Rubber - it’s a rare, ground-level look at what building a real company actually feels like: messy, uncertain, deeply human. he’s honest about risk, obsession, supply chains, labor, and the psychological toll of scale.

[Rajesh Razdan @RajeshRazdan]

.@AnthropicAI and .@OpenAI chatgpt need a different UI when user (knowledge worker) is working with LLM in collaborator mode. Existing UX paradigm too cumbersome

[Rajesh Razdan @RajeshRazdan]

One of the most intense scenes ever filmed
#mysticriver

[Rajesh Razdan @RajeshRazdan]

Product conviction

[Ryanair @Ryanair]

we would never give out headphones

[Rajesh Razdan @RajeshRazdan]

@pitdesi https://t.co/dYpwwfDXNi

[Rajesh Razdan @RajeshRazdan]

Interesting perspective. I have a somewhat contrarian take. Fmodels are a platform, albeit with much empowering human-m/c interaction than previous. However,building product experiences is an orthogonal skill and every new platform throws up opt to reimagine creating broader opty

[Yishan @yishan]

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.

[Rajesh Razdan @RajeshRazdan]

@BoringBiz_ 💯