Kunal Ranjan

Raw thoughts on tech and venture | building something or thinking about it? let's chat | @PennMandT, Travelling & @Bengals

[Kunal Ranjan @kunalranjan23]

@danellisona Billions go into making models smarter, and a tiny fraction goes into making them verifiable. If I'm worried about anything, it's that ratio. More bets should go to teams like @runlatentai, catching hallucinations by reading model internals.

[Kunal Ranjan @kunalranjan23]

@GoldenstateAce SF still wins on foundation models, but more of the application layer is getting built in NYC. Ramp, Hebbia, and Runway are all here for a reason

[Kunal Ranjan @kunalranjan23]

NYC Tech Week > SF Tech Week

[Kunal Ranjan @kunalranjan23]

@Arurue Completely agree here

[Kunal Ranjan @kunalranjan23]

@TheArslanNasir @HarryStebbings fair, and I should've said on top of seats not instead of. but 6 cents a convo is close to raw inference cost. hard to build venture margins there, which is kind of the consolidation argument.

[Kunal Ranjan @kunalranjan23]

@Taniyatweets_ No.

[Kunal Ranjan @kunalranjan23]

If you're a founder or looking to build let's connect - happy to make intros!

[Kunal Ranjan @kunalranjan23]

@matthias_mrc Cold take. Get an Eng to try and review a vibe coder’s code when something goes wrong

[Kunal Ranjan @kunalranjan23]

Would you let an AI agent spend money on your behalf today? What's the max you'd trust it with?

[Kunal Ranjan @kunalranjan23]

@samongaro_ B, easily. I see plenty of solo founders with great products and no distribution. I almost never see the reverse.

[Kunal Ranjan @kunalranjan23]

@Zaydenf9 Bad sign if the reason is that nobody wants it. Good sign if the reason is that it's hard to build. Which one is it?

[Kunal Ranjan @kunalranjan23]

@HeyAliux It'll replace the music nobody chose to listen to. Stock tracks, ad jingles, background playlists. The artists people actually follow get more valuable, because the one thing AI can't fake is a real person on stage.

[Kunal Ranjan @kunalranjan23]

Hot take: "Made in America" is about to become a premium label for robots and AI models. Not because of patriotism. Because of procurement.

[Kunal Ranjan @kunalranjan23]

@Gaus450 For when you max out your claude and gpt plan

[Kunal Ranjan @kunalranjan23]

@danellisona Billions go into making models smarter, and a tiny fraction goes into making them verifiable. If I'm worried about anything, it's that ratio. More bets should go to teams like @runlatentai, catching hallucinations by reading model internals.

[Kunal Ranjan @kunalranjan23]

@pmitu What VCs call AGI once they've already raised a fund on AGI

[Kunal Ranjan @kunalranjan23]

@EbiThinks Because software is priced on value and switching costs, not on what it costs to build. Cheaper code shows up as more competitors, not lower prices. Give it 18 months

[Kunal Ranjan @kunalranjan23]

@pmitu Every startup that was "AI native" in 2026 is "physical AI" in 2027

[Kunal Ranjan @kunalranjan23]

@reflection_ai The chart tells the real story: Beam beats every Western open model on all six benchmarks and trails Qwen 3.8 Max on each one Qwen reports. The pitch is provenance more than leaderboard. For buyers who won't run Chinese weights, that is the whole market.

[Kunal Ranjan @kunalranjan23]

Funny reversal in consumer agents. Meta, the ad company, launched Muse with $20 and $100 paid tiers. Instinct, the 14 person startup, is free and its CEO has floated ads. Somebody's playbook is upside down