Amit Godbole

Product Management

[Amit Godbole @amitGodbole]

Excited to be featured in ZerotoPM. A curated library of Product management resources. The case study on Zoom pricing is now avaialble for Thanks @ak_kshay and @product_growth
https://t.co/sVBeuXYXZK

[Product Growth @product_growth]

👩🏻‍💻 The online video meeting platform @zoom_us has seen phenomenal growth since the pandemic hit us! 📈

How does Zoom make money beyond the 40 minutes free limit?

Here‘s a case study on how a couple @amitgodbole and Rajshree dissected Zoom's pricing.

Full link below 👇🏼

[Mind the Product @MindtheProduct]

We launched our very first global virtual hackathon.

There's still time to register, and find out what's up for grabs 👉 https://t.co/ihlY6lSVGr

A huge thank you to our sponsor https://t.co/NvAcspu6lA by https://t.co/LBVdghjeya

#WorldProductDay

[Moneycontrol @moneycontrolcom]

#StartupsWithMC | C2i Semiconductors tapes out AI server power chip, eyes global data centre supply chain

-C2i Semiconductors taped out its first smart power-stage chip
-The chip regulates power for AI server GPUs and CPUs
-C2i aims to enter the global power management chip market

Details by @AihikS ⤵️
https://t.co/YzudmeJj0L

[Chenthil @jcrajan00]

Google just got a DISCOM licence for its Vizag data centre hub.

Read that again. Google. Got an electricity distribution licence. In India.

For the first time, a tech giant is not just a customer of the grid. It is a regulated utility. The same legal authority that lets Tata Power sell electricity to a Mumbai apartment now lets Google supply its own data centre.

This is not a story about cheap power. This is a story about who controls infrastructure. Vizag is going to host hyperscale AI workloads — single buildings drawing more electricity than entire small towns. The traditional DISCOM model assumed customers and utilities were separate. AI workloads broke that assumption.

Also note who quietly approved this: Andhra Pradesh. The state betting hardest on data centre investment is also the one rewriting the regulatory book.

The next time someone tells you data centres are 'just servers,' remind them they now come with their own utility licence.

[Harrison Ford @HarrisonFordLA]

May the fourth be with you

[Himanshu Sinha @hsinha1445]

Jensen Huang said AI has 5 layers of value. India doesn't have a presence in any of them.

⚡ Layer 1 — Energy. A hyperscale AI campus now draws 1–2 gigawatts — a mid-sized nuclear reactor, for one building. China added nearly India's entire installed grid in new capacity last year.
💾 Layer 2 — Chips. The silicon brain and everything that makes it.
→ GPUs: Nvidia (US), AMD (US), Broadcom (US) design. TSMC (Taiwan) fabs at the cutting edge.
→ HBM, the high-speed memory beside every GPU: ~90% Korea.
→ ASML (Netherlands) has a monopoly on the one machine that prints the most advanced chips.
→ Silicon wafers ~60% Japan. Photoresist ~90% Japan.
🏭 Layer 3 — AI infrastructure. The data centre and everything around the chips.
→ Hyperscale cloud: AWS (US), Azure (US), GCP (US); Alibaba (China), Tencent (China).
→ Servers and AI-rack cooling: Supermicro (US), Vertiv (US), Schneider (France), Eaton (US).
→ Commodities: copper (Chile, Peru), niobium (~90% Brazil), rare earths (~85% processed in China).
🧠 Layer 4 — Models. Closed: OpenAI (US), Anthropic (US), Google (US), Meta (US). Open: DeepSeek (China), Qwen (China), Kimi (China).
💻 Layer 5 — Applications. ChatGPT (US), Copilot (US), Cursor (US), Claude Code (US), Agentforce (US). Mostly US. Increasingly Chinese.

China has a presence in all 5. Korea owns HBM. Taiwan owns the cutting-edge factory. Netherlands owns the machine that makes it possible.

India:
Layer 1 — grid stretched, industrial power expensive and patchy. 24/7 clean power is hard to deliver today.
Layer 2 — no frontier chip factory. Tata-PSMC (India-Taiwan) at ~28nm is a decade behind AI chips. India's chip design talent works for Nvidia (US), AMD (US), Qualcomm (US), Intel (US). Value flows to US balance sheets.
Layer 3 — India builds the data center buildings (Yotta, Adani, Reliance) and generic industrial power and cooling gear (BHEL, Crompton, Blue Star). But no hyperscale cloud, and no specialized AI-rack cooling or power shelves. Every Indian AI startup runs on AWS (US) or Azure (US).
Layer 4 — Sarvam, Krutrim (India). Real teams, orders of magnitude below the frontier.
Layer 5 — Zoho, Freshworks (India) are real SaaS businesses, but their AI features — like most Indian AI-app startups — are thin wrappers on OpenAI (US), Anthropic (US), Google (US). And not agentic. Agents are where the flywheel lives. India has no agentic platform at that scale.

This is a 30-year-old choice. India bet on services and not manufacturing. TCS, Infosys, Wipro, HCL (India) built a ~$250B export industry. It paid off. But services sit above the stack — they don't own any layer of it.

India's AI Mission is ~$1B. China's is in the hundreds of billions. That's not a gap to close — it defines the game.

[Handre @Handre]

Mises obliterated the entire socialist project in 1920 with one devastating insight: "Where there is no free market, there is no pricing mechanism; without a pricing mechanism, there is no economic calculation." The socialists spent the next century pretending this problem didn't exist while their economies collapsed around them.

And yet here we are, watching politicians promise they can "fix" healthcare, housing, and energy markets through central planning. They can't even calculate the cost of their own programs correctly — how exactly are they going to allocate resources across an entire economy?

Every Venezuelan breadline, every Soviet grain shortage, every Chinese famine was just Mises being proven right in the most brutal way possible. But sure, let's try democratic socialism this time. What could go wrong?

[Amit Godbole @amitGodbole]

@chisellabs @pendoio @abhirammodak a new GCC is coming soon

[Amit Godbole @amitGodbole]

Welcome @pendo to Pune

[Chisel Labs (acquired by Pendo) @chisellabs]

We're hosting "Namaste, Pune – Introducing Pendo R&D" to mark the launch of @pendoio 's new R&D hub in Pune, India.

Following Pendo's acquisition of Chisel Labs, Pune is becoming an important part of Pendo's global product and engineering footprint. This event is an opportunity to share what we're building, why we're investing here, and how the Pune (India) team will contribute to Pendo's next phase of growth.

You'll hear from:
• Rahul Jain (Co-founder & CPO)
• Saurabh Sodani (Chief Development Officer)
• @praful_chavda (Head of India Strategy)

If you're a Software Engineer or AI/ML Engineer interested in building for global customers from Pune, we'd be glad to meet you.

We will have conversations about Pendo's latest AI product launches and an open Q&A with the Pendo leadership team. Please check out the event page for more details. See the event link below:

https://t.co/CbDXf5BPHF

#pune #Pendo #events @PuneTank @ProductTankMum

[Chisel Labs (acquired by Pendo) @chisellabs]

We're hosting "Namaste, Pune – Introducing Pendo R&D" to mark the launch of @pendoio 's new R&D hub in Pune, India.

Following Pendo's acquisition of Chisel Labs, Pune is becoming an important part of Pendo's global product and engineering footprint. This event is an opportunity to share what we're building, why we're investing here, and how the Pune (India) team will contribute to Pendo's next phase of growth.

You'll hear from:
• Rahul Jain (Co-founder & CPO)
• Saurabh Sodani (Chief Development Officer)
• @praful_chavda (Head of India Strategy)

If you're a Software Engineer or AI/ML Engineer interested in building for global customers from Pune, we'd be glad to meet you.

We will have conversations about Pendo's latest AI product launches and an open Q&A with the Pendo leadership team. Please check out the event page for more details. See the event link below:

https://t.co/CbDXf5BPHF

#pune #Pendo #events @PuneTank @ProductTankMum

[Amit Godbole @amitGodbole]

This really is a very important essay on things to come..

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Mind the Product @MindtheProduct]

Saurabh Mahajan reminds us that clarity at the top isn’t enough if strategy gets reshaped, diluted, or misinterpreted as it moves through the organisation.

Read the full article 👉 https://t.co/H8hcGZVCrd

[Amit Godbole @amitGodbole]

Welcome @pendoio to Pune 👏

[pendo.io @pendoio]

🎉 We’re excited to share that Pendo has acquired @chisellabs, an AI-powered platform for product management teams!

By bringing Chisel’s specialized AI frameworks and team in-house, we’re accelerating the development of autonomous agents that take on the complex, manual workflows that are slowing product teams down today.

We’re excited to welcome Chisel Labs founder, Praful Chavda, and the Chisel Labs engineers, who will anchor our tenth global office in Pune, India.

Read more about what this means for Pendo’s AI future from our co-founder and CPO, Rahul Jain: https://t.co/e15lOAI4Kt

[pendo.io @pendoio]

🎉 We’re excited to share that Pendo has acquired @chisellabs, an AI-powered platform for product management teams!

By bringing Chisel’s specialized AI frameworks and team in-house, we’re accelerating the development of autonomous agents that take on the complex, manual workflows that are slowing product teams down today.

We’re excited to welcome Chisel Labs founder, Praful Chavda, and the Chisel Labs engineers, who will anchor our tenth global office in Pune, India.

Read more about what this means for Pendo’s AI future from our co-founder and CPO, Rahul Jain: https://t.co/e15lOAI4Kt

[Amit Godbole @amitGodbole]

The new product management is upon us

[Naval @naval]

Vibe coding is the new product management.

Training and tuning models is the new coding.

[Mind the Product @MindtheProduct]

The 2026 AI product strategy guide: How to plan, budget, and build without buying into the hype

Artem Chigrinets shares his thoughts on what AI product strategy really needs going into 2026.

Read the full article 👉 https://t.co/JYRm3ZNTRf

[Mind the Product @MindtheProduct]

The difference between where you are now and where you want to be next year? The skills you invest in today.

🚀 Four of our most popular product training classes are now open for booking! Learn more and secure your spot! 👉 https://t.co/A6QXGW332M

[Climbing Guy @ClimbingCoachX]

This guy...

[Hamel Husain @HamelHusain]

Made this video to explain evals

[Amit Godbole @amitGodbole]

Revenue ultimately is a function of trust and perceptions

[Imade. @ImadeIyamu]

Anthropic Fellows Program

4-month program provide funding, compute & direct mentorship to work on real AI safety and security (London, San Francisco or Remote)

Includes weekly stipend of $3,850, $15k per month compute funding & benefits
Deadline: January 20

Safety Track: https://t.co/rdp53Fq3ly

Security Track: https://t.co/KmKhUoi2V1