Jaisal Mariwala

I run a specialty ingredients company. I occasionally write:

[Jaisal Mariwala @jmariwala]

@brookeleblanc What made you sign up and why did you go back again multiple times?

[Jaisal Mariwala @jmariwala]

Telltale sign of AI writing is moving from em dash to colon as more people 'teach' claude/chatGPT to avoid the em. AI still reverts to complex sentence structures with more punctuation than humans would generally use

[Jaisal Mariwala @jmariwala]

Opus 4.8 logical reasoning has become more like ChatGPT free plan in the original days

[Jaisal Mariwala @jmariwala]

If I had to guess Apple probably losing out on 30-50% more App Store revenue in India bc of its horrific payment flow. Impossible

[Jaisal Mariwala @jmariwala]

Isn't Anthropic just eventually going to keep raising pricing until it's say 1/5 of developer cost if you're able to replace entire people/teams with a subscription? Why wouldn't they

[Jaisal Mariwala @jmariwala]

@thebenstevens @heartandsoilHQ Completely agree. Perceived or label benefits give the consumer the 'permission' to enjoy a category they love.

My view is that this is happening across categories. But I think you're right that it's esp across bevs.

I wrote abt it here: https://t.co/57ynitpZp1

[Jaisal Mariwala @jmariwala]

@damccormick13 Dan - congrats on your launch and all your success. I wonder if it would make sense to sachetize a creatine + electrolyte product down into even smaller doses? (say 1g creatine + 1/5 dose electrolyte). So you can sip on something healthy throughout the day (5x the consumption!)

[Jaisal Mariwala @jmariwala]

@JulianGoldieSEO Do you have a downloadable version of this so I can watch while I'm traveling?

[Jaisal Mariwala @jmariwala]

@saranormous Yes please.

[Tim Ferriss @tferriss]

“Reading after a certain age diverts the mind too much from its creative pursuits. Any man who reads too much and uses his own brain too little falls into lazy habits of thinking, just as the man who spends too much time in the theater is tempted to be content with living vicariously instead of living his own life.” — Albert Einstein

[Jaisal Mariwala @jmariwala]

Latter is terrible at following conversational instructions with switching contexts over time, making it difficult to use for any sort of 'running' projects.

[Jaisal Mariwala @jmariwala]

Have found that ChatGPT is way better than Gemini at working on longer, iterative projects that require reading and understanding multiple documents and inputs, and creating multiple editable output files. Latter simply cannot handle any sort of continuous context.

[Jaisal Mariwala @jmariwala]

However Gemini's tools are 'stronger' for very specific instructions and contexts (nano banana if you want to conjure a very detailed image based on specific inputs, for example).

[Jaisal Mariwala @jmariwala]

Deliberate forward motion vs ‘move fast and break things’

[Jaisal Mariwala @jmariwala]

Manufacturing requires some reprogramming from the traditional startup approach because you’re dealing with immovable capex

[Jaisal Mariwala @jmariwala]

There is still plenty of iteration and rapid prototyping at the lab and pilot level, but once you have made a directional decision to scale it is usually expensive to switch

[Jaisal Mariwala @jmariwala]

Rather than starting with say a 25g target and making the product taste acceptable

[Jaisal Mariwala @jmariwala]

‘10g protein per pack’ seems to be the sweet spot for Indian consumer products at scale

[Jaisal Mariwala @jmariwala]

But to achieve the type of scale ITC/Balaji/Haldiram/Marico need you’re better off targeting the onramp first - make the product incredibly tasty, affordable, and then see how much protein you can fit while still meeting those two criteria