Digvijay Singh

Product Management | Ex-Entrepreneur | Transforming Dev-X using Agentic AI Platform | Generalist

[Digvijay Singh @beingdigvj]

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[Gokul Rajaram @gokulr]

MEMORY IS THE MOAT

@nikesharora, Chairman & CEO of @PaloAltoNtwks , interviewed by @HarryStebbings (@20vcFund )

Summary: Nikesh Arora took Palo Alto Networks from an $18 billion company to one worth $225 billion, and his read on enterprise AI is blunt: most companies are doing it wrong, and most of the products are not ready. His core claim is that consumers forgive AI's mistakes while enterprises cannot, so the money will flow to whoever builds the depth (the context, the memory, and the edge-case training) that lets an agent act without a human catching its errors. The companies that win will redesign themselves around AI instead of adding it to yesterday's workflow, and the lasting advantage will be the memory a system builds up about you. He expects token prices to fall 90%, half of G&A roles to disappear in 3 years, and more engineers and salespeople, not fewer.

1. Context Stickiness. The lasting advantage in AI is the context a system holds about you, not the model itself. Arora says the frontier labs are racing to remember what you asked over the last 30, 60, 90 days so each new answer gets easier and you stop wanting to leave. The more a model knows about a user, the higher the cost of switching, and that stickiness is the moat. For enterprises the same logic holds: the company that owns its context wins, not the one renting the smartest model.

2. Breadth Versus Depth. The frontier model problem is a breadth versus depth problem. Consumers tolerate false positives and enterprises have none to spare. Arora had Gemini write a passable investment memo in 4 minutes, and a wrong line or two did not matter because a person was sitting in the middle to catch it. An agent acting on its own has no person in the middle, so a false positive becomes a live failure. Consumer AI wins on breadth and brand, while real enterprise revenue comes from depth.

3. The Waymo Standard. Waymo is the biggest agentic product in the world, and it shows what depth actually costs. Replacing one human, the driver, took tens of billions of dollars of edge-case training and data that exists nowhere on the internet. You cannot drop the next Anthropic model into your Mercedes and tell it to drive you home. Every enterprise agent that truly replaces a person needs that same depth, which is why most agentic enterprise products are not ready.

4. Rethink The Workflow. Most enterprises are losing because they add a little AI to an old workflow instead of redesigning the workflow around AI. Arora's example: scanning an invoice 20% faster is the trap, while the real win is letting AI do 80% of the thinking, like reading every CV and telling you which 20 people to interview and what to ask each one. That means giving up human control, which is exactly what companies resist. The winners over the next 3 years rethink the company with AI, not the task.

5. Software With Opinions. The next wave of enterprise software will have opinions, and that is the real change Arora is pointing at. Coded SaaS gives you the output you defined for the input you fed it. An AI marketing assistant reads your copy, tells you it is off-brand, and says how to fix it. That opinion makes an average employee smarter, which is why Arora expects half the people in G&A functions like marketing, finance, and HR to be gone within 3 years.

6. More Engineers, Not Fewer. The fear that AI shrinks headcount is half wrong. Process-heavy G&A roles compress, but Arora wants more technical and more sales people. His teams keep asking for resources to rework marketing and HR, and for people who can prompt frontier models, build harnesses, and bring in data nobody else has. A good product also needs more sellers: he met 20 customers in Europe last week and half did not know what his 20-year-old company already ships.

7. Tokens At One-Tenth. Long-term token pricing should be a tenth of what it is today. Compute costs 2 to 4 times what it did 2 years ago because more than half of it feeds loss-making consumer AI, which forces the pricing pressure onto enterprise and coding workloads that have to pay. As compute gets more efficient and consumer usage gets capped, prices fall hard over the next 3 to 5 years. The model from 2 years ago was already good enough for 90% of tasks; the problem was it cost too much to run.

8. The Token Allocation Trap. Capping token spend punishes your best people. Arora runs a "use judiciously" model, not a free-for-all, because the smartest AI-savvy employee can burn 20 times the tokens of an average one. Playing whack-a-mole with cost hurts the high performers most and slows the learning you need. The better move is to track usage, leave the power users alone, and cap only the genuine outliers.

9. The Attacker's New Edge. Powerful coding models cut both ways. Trained to write good code, they are just as good at finding bad code. Pointed at his own systems, a model found in 6 weeks what would have taken his team 5 to 6 years. It cannot safely auto-patch, because it would "fix" 30% of things that are not broken, so it arms attackers faster than defenders. The result is urgency: every enterprise has to fix its systems faster, which is good for security companies.

10. The FTE Tell. If a startup needs forward-deployed engineers to sell into the enterprise, the product is not finished. Arora's read: enterprise AI is barely 12 months old, agents keep changing what the product even is, so vendors send engineers to build the product inside the customer while the technology keeps moving. A real forward-deployed engineer brings code back and folds it into the product; many are just adoption consultants. Expect customers to churn from one tool to the next, the way coding went from Windsurf and Devin to Codex, Claude, and Factory.

11. Three Missed Tricks. Miss one trick and you survive, miss two and you are partly impaled, miss three and you could be obsolete. This is why Arora spends more time than ever learning, pinging founders building things he does not yet understand. He buys early and cheap on conviction, treating an acquisition as a 10x or 100x bet where paying 1 or 2 times more does not matter, rather than waiting to buy the proven winner for a billion. He runs a twice-weekly "AI EIO" meeting so his top 15 leaders compete to show what they shipped.

12. The Sunk Cost Walk. A board member taught Arora to separate effort from wanting the outcome. After months grinding through a near-billion-dollar acquisition, he was told to take a long walk and ask one question: if this deal walked in the door right now with zero effort, would I still write the check? You have not spent a dollar yet, so the only thing that counts is whether it stands on its own merits. The same trap catches investors who confuse beating 8 VCs to a term sheet with the deal being good.

[Digvijay Singh @beingdigvj]

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[Runtime @RuntimeBRT]

Indian students are DIYing a semiconductor fab at IIT Bombay.

In just 10 months they've built:

1. A DLP-based lithography machine.
2. A tube furnace to oxidise silicon.
3. A DC plasma sputter.

Total cost: ₹30 lakh.

Here's a rare behind-the-scenes look at HackerFab IITB.

[Digvijay Singh @beingdigvj]

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[Devzy @HelloDevzy]

Devzy Improves ROT (Return on tokens) of ROC (Review, Outcome and CI/CD)

[Digvijay Singh @beingdigvj]

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[Garrett Lord @GarrettLord]

https://t.co/EBcWLBGkjz

[Digvijay Singh @beingdigvj]

@IndianFootball #AIFF 👇

[Ashish Negi @7negiashish]

WAKE UP AIFF! Stop enjoying the FIFA World Cup 2026 free trip. @KhelNow

The FIFA World Cup 2030 qualifiers begin in March 2027, and India is currently just one position away from dropping into Round 1.

For those unaware, Round 1 is essentially a knockout playoff between the lowest-ranked teams in Asia. Lose that tie and your World Cup campaign is over before it has even properly started.

India are currently ranked 138 in the FIFA rankings. The closest AFC nations behind them are Turkmenistan (141), Yemen (145) and Singapore (148). All three are currently in the Round 1 bracket. If any of them overtake India in the rankings over the coming months, #IndianFootball could be heading towards a nightmare scenario.

Meanwhile, the rest of Asia is already preparing for the qualifiers. Malaysia have overhauled their coaching and technical setup. Bangladesh are actively expanding their pool of diaspora players. Other nations are planning months ahead. What exactly is India's plan?

[Digvijay Singh @beingdigvj]

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[Vasant Shetty | Building Mundhe Banni @vasantshetty81]

India is the second-largest market globally for both ChatGPT and Anthropic. If they can turn off the access at the press of a button like this, we are absolutely at the mercy of a foreign govt. Geopolitics is getting uglier. Globalisation in the current form is dead. This is a huge wakeup call for India.

[Digvijay Singh @beingdigvj]

That is why homegrown 🇮🇳defender platforms are needed.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Digvijay Singh @beingdigvj]

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[Devzy @HelloDevzy]

Building defensibility in the software layer on top of models is going to be incredibly important.

[Stratechery @stratechery]

4-28-2026

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

https://t.co/lSMdJYKXYZ

[Digvijay Singh @beingdigvj]

@sama @sama Tentative timeline for bringing Open AI frontier models to come on AWS Bedrock ?

[Digvijay Singh @beingdigvj]

The next generation of dev tools won’t compete on features. They’ll compete on how little they ask of you before delivering what you actually need.

[Michael Grinich @grinich]

The UI era is ending. 🪦

For 70 years we designed computer interfaces. Mainframe, CLI, GUI, Touch.

But with AI, the interface is disappearing. What will come next?

My talk from @mastra's conf this week:

[Digvijay Singh @beingdigvj]

@MoPNG_eSeva Thanks for reaching out, I was able to book the very next hour after my complaint tweet on that same day after Govt of India 🇮🇳 debunked the fake news of 35 day urban window. It seems the booking line was opened after the fake news was clarified on X.

[Digvijay Singh @beingdigvj]

This is a generational achievement by our Scientists 👏🇮🇳👏🇮🇳

[Aakash Gupta @aakashgupta]

The West poured $50 billion into fast breeder nuclear reactors and abandoned every single one. India poured $900 million and just achieved criticality on the first commercially viable one outside Russia.

The US spent $15 billion. Gave up. Japan spent $12 billion. Their Monju prototype had one sodium fire in 1995 and never recovered. The UK spent $8 billion. Germany spent $6 billion. France, Italy, all walked away. Six of the richest nations on Earth concluded this technology was too hard and too expensive to pursue.

India started building in 2004 with an initial budget of $420 million. Twenty-two years, a dozen missed deadlines, and a cost doubling later, the Prototype Fast Breeder Reactor at Kalpakkam just sustained a controlled fission chain reaction. The reactor is now alive.

The reason India never quit is a constraint most people have never thought about. India has only 1-2% of the world's uranium reserves. For a country of 1.4 billion people trying to build energy independence, that's a death sentence if you're running conventional nuclear.

But India has 25% of the world's thorium. The single largest national reserve on Earth.

The problem: you can't just burn thorium the way you burn uranium. A physicist named Homi Bhabha designed a three-stage nuclear program in the 1950s specifically to solve this. Stage 1: burn natural uranium in heavy water reactors, collect plutonium as a byproduct. Stage 2: feed that plutonium into fast breeder reactors, where it breeds MORE plutonium AND converts thorium into fissile uranium-233. Stage 3: burn thorium directly at scale.

India just entered Stage 2. Seventy years after Bhabha drew it up on paper.

The math on the thorium endgame is wild. At current energy consumption rates, India's thorium reserves could power the country for over 700 years. Most nuclear nations are playing a uranium game with maybe 80-100 years of runway. India is playing a completely different game with a 7x longer fuel supply.

The West quit because uranium stayed cheap and sodium coolant is terrifying. It catches fire on contact with air. It explodes on contact with water. Russia's BN-600 had 27 sodium leaks and 14 sodium fires between 1980 and 1997. And Russia kept going anyway because Russia doesn't quit nuclear projects. India watched all of that and kept going too.

When you have 1% of the uranium but 25% of the thorium, the engineering difficulty stops being a reason to quit. It becomes the price of admission to a 700-year energy supply that nobody else can access.

[Digvijay Singh @beingdigvj]

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[Narendra Modi @narendramodi]

Today, India takes a defining step in its civil nuclear journey, advancing the second stage of its nuclear programme.

The indigenously designed and built Prototype Fast Breeder Reactor at Kalpakkam has attained criticality.

This advanced reactor, capable of producing more fuel than it consumes, reflects the depth of our scientific capability and the strength of our engineering enterprise. It is a decisive step towards harnessing our vast thorium reserves in the third stage of the programme.

A proud moment for India. Congratulations to our scientists and engineers.

[Digvijay Singh @beingdigvj]

Cursor improved MoE inference by redesigning decode-time execution for real usage patterns, not changing the model itself. Result: 1.8x higher throughput, better output fidelity, faster responses for users, lower cost per token, and quicker iteration on Composer.

[Cursor @cursor_ai]

Read about our work on warp decode: https://t.co/YFIcFPkvku

[Digvijay Singh @beingdigvj]

Wow thanks @AdityaDharFilms @jiostudios for hearing this request and making sure we can witness the Director’s Cut in the cinema itself 🙌

[Parth Chaturvedi @_mrchaturvedi]

Finally a win for cinema and every cinephile in country!

#Dhurandhar & #DhurandharTheRevenge is set to release an extended 7 hours 30 minute director’s cut uncensored exclusively on premium screens (DC, IMAX, HDR and EPIQ)

A new certificate was issued by CBFC team today. The new version will hit premium screens from April 5th in a limited showcasing, 2 shows every week on weekends is the plan for Marathon replicating the HongKong Model.

PS: the new version will have different sound mixing, songs will be same but now vocals will be more clear and songs will be more like BGM. Kindly refer the image below obtained from CBFC, it will be live tomorrow.

[Digvijay Singh @beingdigvj]

RGV 🤌🤌🙌

[Ram Gopal Varma @RGVzoomin]

The @Dhurandhar2 is a HORROR.

It is a horror for all filmmakers who built their careers and their fortunes on dumbed down, over the top cinema.
The cinema that demanded the brain to be left at home .
The cinema that was rammed down our throats full of LOUDNESS and MASALA which will be now soon on a ventilator struggling for breath

#Dhurandar2 will scare the living hell out of every filmmaker who still worships the godly hero
In #Dhurandhar2 , @RanveerOfficial killed all those heroes who never bleed ,and never feel pain , and then over the dead bodies of those kind of outdated heroes ,he gave birth to a true real hero , flawed, yet dangerous and unpredictable and also his heroism comes from his actions instead of being thrusted upon the heads with ear drum shattering music

Compared to this new kind of hero , the godly heroes will suddenly look ridiculous, almost like clowns in a circus. And then their blind worshippers will feel naked, exposed and scared hearing of the collections

#Dhurandhar2 will terrify those who built their careers on action set pieces where physics is a joke and gravity is non existent . The scenes, where men are thrown fifty feet in the air, bounce off the ground like rubber balls, survive explosions that would vaporise cities, and still deliver punch dialogues while dusting their shoulders will be hunted and killed by the new audience

After the audience saw action that actually hurts, that actually bleeds, the flying goon brigade will suddenly feel cheap, fake, and embarrassingly ridiculous . The filmmakers who still swear by wires and cranes to fake uplift the heroes will now wake up shivering in cold sweat.
It will make the pan india directors tremble in their chairs , the ones who still believe characters are created by hairdos, costumes, photo shopped six packs, and designer clothes instead of intrinsic psychological depth

When the audience of #Dhurandhar2 saw a hero whose power comes from his mind and not his biceps, the hair and costume school of cinema will look like kindergarten dress up.

Dhurandhar 2 is not just a film.

It is a verdict.

With Dhurandhar 2 @AdityaDharFilms cut off the head of that kind of cinema , the one that insulted the intelligence of the audience , the one that replaced stories with bloated gaudy visuals , the one that turned heroes into gods and audiences into sheep

The collections of #Dhurandhar2 are now in the process of burying all those earlier makers beliefs in a grave so deep that even their ghosts can’t come out

And the screams you are hearing now of #Dhurandhar2 box office collections is the collective sound which is announcing their deaths.

If the makers of those kind of films which are already under production , or about to start shooting , don’t go back to their drawing boards and exorcise themselves by watching #Dhurandhar2 multiple times even GOD can’t save their SPIRITS

But the problem is , even if they intend to do that , they might have tonnes of money, but where will they get the brain of @AdityaDharFilms ? 😳😳😳

[Digvijay Singh @beingdigvj]

This is huge 👏🔥

[Rambo @monster_zero123]

Massive news.
India will host the World Indoor Athletics Championships 2028 in Bhubaneswar. First time India is going to host a regular track & field world championships(we have hosted para worlds).

https://t.co/hWbhzhSHKl

[Digvijay Singh @beingdigvj]

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[Julián @juliandeangeIis]

https://t.co/ADVg8Ijdg7