Kapil Israni

Founder/CTO @Tradespace_io. Former Co-Founder Doorman acquired by @realboxbot. Advisor Boxbot. Co-Founder Loqly. Former IBM. Geo-politics #immigrant

[Kapil Israni @kapso]

With my own doubts about long-term WFH, I am going to pin this tweet, easy to revisit couple of years (or sooner) from now. This is only one of the reasons for my doubts, there’s the human/social aspect as well.

[Kapil Israni @kapso]

And companies won’t pay for or tolerate the former. Finding & retaining the latter won’t be easy, those side projects have a better chance of maturing now. Soon companies may realize this WFA (anywhere) is not a good idea.

[Kapil Israni @kapso]

Right tools in the right hands

[unusual_whales @unusual_whales]

Uber, $UBER, COO Andrew Macdonal has said the rideshare giant wasn't seeing productivity and other gains in line with its increased AI spending.

[Kapil Israni @kapso]

Thats one way to beat AI slowing down your 🧠

But really this is 🤯

[Rodger Sherman @rodger]

Shrey spelling 32 words in 90 seconds to win the Spelling Bee is the new greatest athletic accomplishment of 2026. I don’t even know how he said the letters that fast. Got a “Holy Mackerel” out of
@minakimes

[Kapil Israni @kapso]

This is not going to end well. Money is not a solution to this problem, specially lots of money.

Save this post.

[Techmeme @Techmeme]

Kirkland & Ellis, the world's highest-grossing law firm, is setting aside $500M to build its own AI platform rather than rely on tools available to its rivals (Financial Times)

(Visit Techmeme dot com for the link and full context!)

[Kapil Israni @kapso]

🎯 😂

[Marc Andreessen 🇺🇸 @pmarca]

We can just say “consultant”, a word can’t hurt us.

[Kapil Israni @kapso]

@ouraring That did not fix the issue. And here’s another one - I just woke up, and it thinks I am strength training. Your activity detection is a complete joke.

[Kapil Israni @kapso]

@ouraring’s activity detection is just incredibly awful. Heres me taking a bath before bed, like I do most nights. But it thinks I am strength training, which I do in the mornings.

[Kapil Israni @kapso]

Benioff revealed that their Claude “code token” spend is $300m this year. AI is not killing software, it’s just building more software, more use cases. Question is how will that software be consumed specially in enterprise, less buttons & more chat/voice - I put this in TBD 🪣

[a16z @a16z]

OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker.

You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it.

In the cloud supercycle, semis led and software followed (and you didn't need Qualcomm or ARM to tell you the value was migrating up the stack).

In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture.

a16z's @joeschmidtiv on why the app layer isn't dead: https://t.co/84QN5Mj9T3

[Kapil Israni @kapso]

Future individual super power will be attention span and not cognitive intelligence.

[Kapil Israni @kapso]

Hardest problem in the world - moving atoms form one point to another. We learned it the hard way when building Doorman, we often joked, wish packages had legs.

Amazon coming for FedEx and UPS, except it will make the integration for businesses AWS like.

[Amazon @amazon]

TODAY: Amazon is opening its entire logistics network—freight, distribution, fulfillment, and parcel shipping capabilities—to every business, of all types and sizes. 📦

Amazon has built one of the most reliable and efficient supply chains on Earth. Now, Amazon Supply Chain Services gives all businesses access to the same infrastructure that moves, stores, and ships goods for hundreds of thousands of Amazon sellers.

Healthcare, automotive, manufacturing, retail, and more. Businesses across industries can now tap into Amazon's logistics network. Learn more here. ⬇️

[Kapil Israni @kapso]

@ouraring Thanks

[Mayo Clinic @MayoClinic]

A Mayo Clinic-developed artificial intelligence (AI) model can help specialists detect pancreatic cancer on routine abdominal CT scans up to three years before clinical diagnosis. It identifies subtle signs of disease before tumors are visible, when curative treatment may still be possible. The findings, published in Gut, mark a milestone in Mayo Clinic's multiyear research effort to enable earlier detection of one of the deadliest cancers.

Learn more: https://t.co/EJySSkaW3P

[Kapil Israni @kapso]

With great power comes great responsibility …on humans

[JER @lifeof_jer]

https://t.co/ofucbVgkLV

[Kapil Israni @kapso]

Show me we are in the midst or early stages of WW3

[Polymarket @Polymarket]

JUST IN: Pentagon reportedly asks GM & Ford to begin producing weapons, reviving a WWII-era model.

[Kimberly Tan @kimberlywtan]

We @a16z decided to compile hard data on what’s actually working in enterprise AI.

* Nearly 30% of the Fortune 500 and ~20% of the Global 2000 are live, paying customers of the leading AI startups. This goes counter to the MIT statistic that 95% of AI pilots are failing in the enterprise

* Coding, customer support, and search are the use cases with clearest enterprise demand, and adoption isn’t just concentrated in traditionally tech-forward sectors.

* Models are improving very quickly at economically valuable tasks, based on @OpenAI's GDPval. We’re tracking GDPval closely to determine where model capabilities will enable the next set of breakout enterprise AI companies.

Read more from our enterprise AI report, linked in the comments

[Tom Nichols @RadioFreeTom]

Reports now that Hegseth oversold the war to Trump and underestimated Iran's willingness to fight back.

It's almost as if he's unqualified for his job. Too bad the Senate didn't have confirmation hearings; those would have proven his manifest unsuitability to lead the Pentagon.

[Kapil Israni @kapso]

It’s April 1st but otherwise would love seeing him on the debate

[Anthony Scaramucci @Scaramucci]

After years of telling everybody else how to run the country and months of deliberation, I have a special announcement:

I’m running for President of the United States in 2028.

I am aware of what happened the last time I worked in the White House.

But I do believe I can help guide this country in the right direction.

Join me and help me heal America.

Mooch 2028 🇺🇸

[Velina Tchakarova @vtchakarova]

So it begins.

[Velina Tchakarova @vtchakarova]

This might turn into a crisis of catastrophic proportions.

[Jason Shuman @JasonrShuman]

Coatue just put a number on what we’ve been seeing at seed for 3 years.

Software = $0.2T market.

Services-as-software = $5.5T.
25x.

The shift is from selling tools (per-seat) to selling work (per-output).

This is why the best vertical AI companies don’t compete with software incumbents.

They’re compete with expensive service providers, BPOs and high turnover labor.

A $2K/month AI agent replacing an $80K/year agency is the new business model.

[Kapil Israni @kapso]

This is gold

[Knowledge Bank @xKnowledgeBANK]

Game of Thrones had such perfect casting that even the actors seemed genuinely surprised by how it all ended.
You can literally see in their reactions that they were discovering the story right along with us, as if they were watching it unfold in real time.