New series: Indian D2C Teardowns.
I take one brand surface at a time, score it on a fixed rubric, and surface the patterns operators can actually fix.
We start where the sale is won or lost: the product page.
Let that sink in. Read it very carefully:
During testing, Claude Mythos Preview broke out of a sandbox environment, built "a moderately sophisticated multi-step exploit" to gain internet access, and emailed a researcher while they were eating a sandwich in the park.
Not in Mumbai to witness the celebration happening outside my house and all over the country. What an evening it has been.
Incredible work, Team India. Jai Hind! 🇮🇳
we're making @blocks smaller today. here's my note to the company.
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today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.
first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.
we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.
i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.
a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.
we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.
to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.
to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.
jack
People like Galgotias University "professor" Neha Singh are the face of "artificial" intelligence who make a fool of themselves and the entire country. Will talk about the absolute collapse of "cute little and naughty" DD News as India's public broadcaster in the next debate.
A 1 crore earning techie's life has no value in Bengaluru.
And if you're not earning that much? Your life has even less.
My sister and her friend were driving home in my car. They stopped at a red light - the logical thing anyone does. A drunk driver in a mini-truck didn't feel the need to stop. He slammed into them instead.
I know he was drunk. She knows it. The highway police knows it. The truck owner knows it.
No arrest was made.
The truck driver never showed up at the station. The owner never showed up. Nobody cared. My sister and her friend - both injured, both terrified - kept going back to the station, back to the accident site, explaining what happened over and over, just trying to get a report filed.
I was in the US. All I could do was talk to them on calls, helpless.
Here's what the police told them:
"If nobody died, an FIR doesn't make sense."
"Just claim first party insurance."
"Third party insurance doesn't pay much anyway."
And then, quietly, one officer pulled them aside and told the truth: "These truck mafia bribe us. Nothing will happen."
Nothing happened.
The truck was KA04 AE6550. The police themselves said if they'd been on a two-wheeler, both would be dead.
We had 100% insurance from Reliance. Claim rejected. Reason? "Misrepresentation of facts." These two, even while injured, kept showing up to represent the facts. Reliance still found a way to deny them.
The law says if someone hits you from behind, the person behind is at fault. It was a red light. How does a truck driver not see that?
Trust me, this isn't about money. I'll manage the repairs and the medical bills. I have savings. And I have a decent credit score; I'll take a personal loan if I have to. That's not the point.
The point is this: my sister is afraid now. Afraid that anything can happen to her at any moment and there's no one - no system, no law, no institution - that will protect her.
But how do I tell her the world is supposed to be fair? How do I tell her to trust the system? How do I explain that the drunk driver walks free, the truck owner was never questioned, and the police pocketed their bribe and closed the file?
I can't say to any official, "What if this was your daughter? Your sister?" Because their daughters travel in cars with security escorts. They will never know what it feels like to be ordinary and unprotected.
So I'm saying it to you, an ordinary reader.
You're on the road. You stop at a red light. A drunk driver in a truck rear-ends your car. Your loved one is inside, terrified.
And then you learn: there is no recourse. None.
The truck owner pays off the cops. The insurance company rejects your claim. The system shrugs.
This is Bengaluru in 2025. This is India in 2025. This is what your life is worth here.
One more thing. The friend in the car? He's one of the smartest people I know. close to top 100 rank in IIT-JEE. AI engineer and one of the biggest data companies. At 23, he is valuable to be paid more annually than the cost of five such trucks, that too, in India. He's patriotic. He pays his taxes. He stays in India even though he constantly gets offers to move to the US.
This is the confidence our system gives to someone who is clearly an asset to this country. All this unfairness - for a drunk truck driver.
@blrcitytraffic@BlrCityPolice - tell me. I've always avoided raising fingers publicly. But what else can I do?
Seeing tweets sucking up to Gambhir from every corner. This man runs his PR showing himself as the central figure. Then he cries when he is whipped in case of a debacle. What a child.
I wonder if at some point all LLM companies will pivot to dev tooling.
It seems to be getting better and better at coding while being at the same level in other stuff
There was a time when we were disappointed with 2-2 result in England.
Now our coach #GautamGambhir treats a draw as a marquee achievement. How far have we fallen.