Ajay Sudan

Startup investor and advisor. Previously @lightspeedvp and @palantirtech. Foodie, photographer, and dad.

[Ajay Sudan @ajaytoo]

@eastdakota @BrunoMars Give me my 2:41 back please.

[Ajay Sudan @ajaytoo]

@mattturck Raise the minimum wage for H1-B to 20% above the local median wage for the role and problem solved. Right now the rules allow the wage below the median, encouraging the arbitrage. Fortune 500 IT back office is filled with underpaid H1-B to take advantage of the arbitrage.

[Ajay Sudan @ajaytoo]

This is why @PalantirTech keeps growing. No one else wants to do the hard and unsexy work.

[Brendan Falk @BrendanFalk]

We are pivoting away from doing enterprise AI transformations ("AI-native Palantir"). For now at least.

I've shared our key learnings below. I'll share a detailed blog post soon.

What's next? We are going to start moving insanely quickly on several other ideas. Stay tuned 😎

[Ajay Sudan @ajaytoo]

@pitdesi @akshay__mehra @AkshatGoenka Eylan (Menlo Park) is even better than Ettan!

[Ajay Sudan @ajaytoo]

@karlmehta This happened yesterday. Did you copy this from https://t.co/xsnZrh6Gd3. Weird.

[Anna Matson @AnnaRMatson]

𝐌𝐚𝐣𝐨𝐫 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭𝐬 𝐨𝐮𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐂𝐚𝐛𝐢𝐧𝐞𝐭 𝐌𝐞𝐞𝐭𝐢𝐧𝐠 𝐓𝐨𝐝𝐚𝐲.

One by one, Cabinet members reported directly to the people.

Here is a recap by department and I’m not joking when I say the best are towards the end 🧵

[Ajay Sudan @ajaytoo]

@karlmehta This happened yesterday. Did you copy this from https://t.co/xsnZrh6Gd3. Weird.

[Anna Matson @AnnaRMatson]

𝐌𝐚𝐣𝐨𝐫 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭𝐬 𝐨𝐮𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐂𝐚𝐛𝐢𝐧𝐞𝐭 𝐌𝐞𝐞𝐭𝐢𝐧𝐠 𝐓𝐨𝐝𝐚𝐲.

One by one, Cabinet members reported directly to the people.

Here is a recap by department and I’m not joking when I say the best are towards the end 🧵

[Ajay Sudan @ajaytoo]

@eladgil Cavallo Point

[Ajay Sudan @ajaytoo]

Can we please return Sudafed sales to over-the-counter? It makes no sense to wait in line and show my drivers license every time I have a stuffy nose. Talk about unnecessary regulations. @RobertKennedyJr @elonmusk.

[Ajay Sudan @ajaytoo]

Awesome to see how far Palantir’s healthcare work has come!

[Arny Trezzi @arny_trezzi]

‼️ $PLTR SPOTLIGHTED BY @ClevelandClinic CEO:

"This is the first commercially viable AI product co-developed by Cleveland Clinic."

"With Palantir we created a digital twin of the most complex hospital."

What does it mean?

Palantir and Cleveland built a Virtual Command Center to orchestrate hospital operations.

This tool achieved terrific results:

+7.6% patient transfers to the main campus;
-38 minutes in ER waiting time;
-40% time of unused orthopedic OR.

We can think of it as the hospital operating system to:
- manage patient flows;
- organize nurses and doctors efficiently;
- maximize the utilization of tools and facilities.

Cleveland is a key Palantir client in healthcare:
• In 2022 they signed a 10y partnership;
• In 2023 they deepened the relationship to build a Virtual Command Center as one of the first AI projects.

"More are planned," Cleveland wrote in a blog last year.

Furthermore, Cleveland's CEO disclosed that the Virtual Command Center is "now being used by other healthcare systems."

Palantir powers ~20% of US hospitals.

The overall impact could be immense if Palantir could scale the impact of this solution on all hospitals.

Yet, we are not talking only about numbers...

Real efficiency saves lives.

[Ajay Sudan @ajaytoo]

@petergyang @eladgil I did this the other day and it was amazing and a fifth the cost. Nijiya

[Ajay Sudan @ajaytoo]

@bznotes Congrats! Good luck on your next adventure!

[Ajay Sudan @ajaytoo]

@buccocapital Back in ~2013, the internal equity / compensation tool had scenarios valuing employee equity up to $100bn. Alex Karp always knew where Palantir was headed! $pltr

[Ajay Sudan @ajaytoo]

@garrytan @larrymagid @DavidNeedle @GuyKawasaki Ha this entire story is amazing! Thanks for sharing. Did you and Stephen go to the same high school?

[Ajay Sudan @ajaytoo]

@nakul @AudaciousHQ @mzaveri @TheRecruiterSam Congrats Nakul and team!

[Ajay Sudan @ajaytoo]

@eladgil https://t.co/wW0sQiQsUk

[Ajay Sudan @ajaytoo]

@eladgil Great question for @peterj_walker on the Carta Insights team. His LinkedIn has published data like this in the past.

[Ajay Sudan @ajaytoo]

@toan_t_ton Totally disagree! No early employee thought of it as a consulting biz. Sure, $50bn wasn’t on most people’s radar in 2010 (except for our comp scenario tool…). Valuations were always astronomical at each financing round, however, making it difficult for VCs to take interest.

[Ajay Sudan @ajaytoo]

Welp, VCs got this one wrong. $50bn today!

[Josh Wolfe @wolfejosh]

3/ Ouch. Gurley polled investor friends on Palantir valuation they'd pay. 0 had hand up above 1.5B calls it "unprofitable consulting biz"

[Ajay Sudan @ajaytoo]

How the times have changed.

[Joe Lonsdale @JTLonsdale]

Team America 🇺🇸

[Ajay Sudan @ajaytoo]

Wow, things are changing and advancing faster than we can imagine. Great thread by @snowmaker.

[Jared Friedman @snowmaker]

(0/25) Here's a list of 25 YC companies that have trained their own AI models. Reading through these will give you a good sense of what the near future will look like.