Jay Patel

Pre-seed/Seed investor @PicusCap. ex @Mckinsey.

[Olivia Moore @omooretweets]

Where can startups win in consumer AI?

We @a16z mapped out where we see early winners - search, creative tools, productivity 👇

We're still waiting for winners everywhere else - social, marketplaces, travel, finance, hiring, dating, gaming, media, and more

[Jay Patel @jaypatel_2101]

@vijayshekhar Also, registrations measure policy more than prosperity. Delhi de-registers 10 year old diesels and half its drivers register in Gurgaon or Noida. Car counts are a tax and rules artifact, not a wealth scoreboard

[Jay Patel @jaypatel_2101]

was trying to reach out to 5 people I had no warm intro to. got accurate contacts for all in 2 mins. Insane!

[Jason Zhou @jasonzhou1993]

Introducing OpenSource Clay killer

- 85% cheaper than clay
- Most accurate on people-search bench
- 25x faster
- Run GTM directly in claude code or codex

Try it at https://t.co/s60Ye4EO3h

Repo link below 👇

[Jay Patel @jaypatel_2101]

@naval I think owning the model matters more when customer usage improves it in ways competitors cannot copy. A model frozen at launch feels much easier to catch

[Jay Patel @jaypatel_2101]

@reflection_ai 23B active out of 501B is the interesting part. Efficiency at serving time decides who can actually afford to run an open model themselves

[Jay Patel @jaypatel_2101]

@nikitabier Agents identifying themselves sounds right but who issues the ID? If every site runs its own list, builders will still be blocked everywhere

[Jay Patel @jaypatel_2101]

@nileshguptaa Video as the new storytelling layer is right. when anyone can make the video, the story is the only thing left that is scarce.

[Jay Patel @jaypatel_2101]

@PaulBonnet @namespacelabs Legendary investor @PaulBonnet 🚀🚀

[Jay Patel @jaypatel_2101]

@brian_armstrong Agreed, though role models only help if kids can see the building part and not just the funding headlines. What would make that visible to a 15 year old?

[Jay Patel @jaypatel_2101]

@jainmayank_943 India-specific is a local maximum. Language, payments, local content are features a horizontal ships in 2 quarters once distribution is in place. the global maximum is whoever owns the default interface and that's not a vertical wedge.

[Jay Patel @jaypatel_2101]

This is why do not obsess over the first pitch. the first idea is just the ticket in. the big one shows up after the founder has spent a year in the market

[Paul Graham @paulg]

I've been talking to a YC founder who's 15 years in and still doing big new things. One of the biggest popular misconceptions about startups is that founders have a brilliant idea, then implement it. In fact more often than not the biggest idea comes later.

[Jay Patel @jaypatel_2101]

@suraj_sharma14 @aditya5109 @jawandhiajayesh

[Jay Patel @jaypatel_2101]

@StartupWisdom_ @nileshguptaa

[Jay Patel @jaypatel_2101]

A good Indian consumer app should work well on a slow network and a cheap phone before anything else. I wonder how many founders test that before they launch

[Jay Patel @jaypatel_2101]

@jawandhiajayesh The doubling is real and routing alone only delays it. At some point high-volume work has to move to a model you own, or you are just renting your margins.

[Jay Patel @jaypatel_2101]

Quick com won the 10 minute delivery. the next war is the 11th minute - when the wrong item shows up. whoever fixes mistakes fastest keeps the customer everyone else paid to acquire

[Jay Patel @jaypatel_2101]

@chamath Selling per outcome means someone has to define what counts as done. Who decides that when a task is only half right?

[Jay Patel @jaypatel_2101]

Coding agents did not remove the bottleneck, they moved it.
Writing code was never the slow part. Knowing what to build still is!