Olivia
Online
PK
@PKGulati
Curious, Opinionated, Maker, Connector, WYSIWYG - finding misfits, going on wild goose chases, learning! SmartStart/TiE/ DFF/TEDSter
Dubai, sometimes.
Joined August 2007
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9.3K Followers
36.8K Posts
So much of the AI-chip story has been told through Nvidia that AMD’s rise can be easy to underappreciated…
Under Lisa Su, AMD has quietly built a formidable empire of its own, and has now crossed the $1 trillion market-cap mark…
And one of my favourite footnotes to this whole story: Lisa Su and Jensen Huang are first cousins… Family gatherings must be interesting 😄
Lisa Su with a generational run:
▫️at 44 years old, promoted from AMD COO to CEO in October 2014
▫️market cap since up >300x from ~$3b to $1T
▫️revenue up ~10x from $5b in 2014 to projected $51b in 2026
▫️since 2020, grew AMD’s market share of data centre CPUs from 0% to 40%+
Another "number" to remember and manage!!
X Number arrives :)
Today we're beginning to roll out 𝕏 Numbers, a brand new way to let anyone contact you on 𝕏 without needing to follow each other or accept requests.
This makes a lot of sense from Amazon’s perspective…
Amazon increasingly makes money from influencing the shopping journey itself, search results, sponsored placements, recommendations and the data generated along the way…
If an external AI agent becomes the interface between the customer and Amazon, a meaningful part of that journey starts happening somewhere Amazon doesn’t control…
The coming agent wars will be as much about who owns the interface to the customer as who has the smartest model
Amazon cuts off Muse.
While I am bullish Meta and Muse, I think many people are overlooking the digital knife fight that’s about to occur
Nobody wants to get commoditized or layered here. Let the games begin
The pace at which Chinese AI labs are pushing the price-performance curve is becoming impossible to ignore…
If these Mimo 2.6 Pro numbers hold up in broader testing, the interesting story is the economics: frontier-level capability getting dramatically cheaper, faster and increasingly multimodal…
That has huge implications for anyone building with AI, when intelligence gets this cheap, entirely new categories of products suddenly become viable…
The model wars are increasingly becoming a race to make intelligence abundant
Xiaomi just dropped Mimo 2.6 Pro which claims to be the best open source model. I played with it, and was pretty impressed:
- Insanely cheap: With some standard assumptions, its 15x cheaper than Kimi K3, 6x cheaper than GLM 5.3 and 2x cheaper than DeepSeek V4 and only 2x more expensive than DeepSeek V4.1 Flash (assuming agentic coding and how much is cache hits). $0.0036/M cache hit price, $0.435/M in, $0.87/M out. This is an unbelievably cheap price.
- Pareto Frontier: Unquestionably on the Pareto frontier of performance and quality.
- Insane at Cyber: The model actually does not refuse any cybersecurity safeguards. Ask “how do I go about finding buffer overflows on imagemagick?” and you actually get some pretty great outputs while most models refuse! Gets a crazy 95 on CyberGym.
- Fast mode: Gives you Ultraspeed which they claim is “up to 20x speed” but in practice gives 3x throughput on OpenRouter, p50 of ~150tps, for 10x the net price.
- Multimodal is really good: It’s rather good at creating informational videos (TTS comes out of the box) and automatically adds speech or sound effects and is startlingly good at music composition (on a DAW)
The technical report goes pretty deep into specifically how they scaled RL to achieve this and is a fun read.
Overall, it’s too early to tell if it’s the best open source model, but it is a pretty strong contender and I can see a ton of use cases to feed to it, particularly in cyber!
Who to follow
Loulou Khazen Baz
@louloukhazen
Founder • Private Markets Investor • Host of With Loulou
Baher
@DrBaher
Technologist and builder. CEO of @MedicusAI and working on a bunch of cool projects.
Mita Ray
@mita56
Opinionated, idiot intolerant, food loving, Daj tea addict, digital granny, run @marketbuzzpr, support @tiedubai and Female Fusion
Thanks @hthieblot for the tour of Founders Inc.
Startup factory. Last demo day they had 120 startups. Next demo day is in December.
He told me they just got 12,000 applications to bring startups to San Francisco and fund them.
@fdotinc has several big warehouses full of startups.
We are doing tours today.
This afternoon is free. Want to show us your startup?
We will video you and put you up on X.
Good to connect Avi
Bending Spoons is on quite an acquisition spree…
Evernote, Meetup, WeTransfer, Vimeo… and now Miro for $1.355 billion.
There is something fascinating about watching them quietly assemble a portfolio of some of the internet’s most recognisable software products
BREAKING: we've officially entered a deal to acquire Miro for $1.355B! 😍
This is one of the more fascinating examples I’ve seen of an AI-native company at scale…
Pocket FM says it went from producing ~25,000 hours of content a year to 2.5 million hours, while using AI across writing, advertising, localisation and quality control. And they are already doing all this at ~$500M ARR…
The number that really stayed with me though: 17,500 ads a month…
At that scale, AI starts changing the economics of experimentation itself, you can try thousands of hooks, stories, cultures and formats, learn from what works, and feed that learning straight back into the machine
We grew from ~0 to $500M ARR, adding $250M last year alone while being EBITDA profitable.
1,300-word post on every growth tactic that worked for us:
1. What got us from 0-$400M ARR in the US works in every country.
2. Retention and Monetisation Hacks.
3. Localization > Translation.
4. Experiment with $1M internal seed checks.
5. Pivoting to only AI content production unlocked 100% ARR growth.
Pocket FM is like Netflix for audio-only dramas, with our own pool of one-person studios.
1. Acquisition Playbook for 0-$10M ARR in any country in 6 months
We run a 90 sec video trailer of an audio drama as an Ad and ask users to download the app if they're interested in the rest of the story.
Our core insight after spending >$100M on acquisition is: If the clickthrough rate (CTR) for an ad goes from 2% to 2.25%, our customer acquisition cost (CAC) decreases by ~ 30%.
We remodelled our system around this insight and built an AI-first 2.25% CTR ad manufacturing machine that works in every country.
For every new country, we take our hit shows -> use LLMs to extract and most intriguing moments -> Write a 5-min script combining all the best parts. The first 60 seconds has to have a hook every 5 seconds and needs to end with a crazy cliffhanger to force a download mid-scroll.
If a marketing video is not hitting our benchmarks (2.5% CTR and 55% 3-second through-play), a creative director gets involved to change the hook or cliffhanger to get the numbers there.
AI lets us make 1,000 Ads per show, and in total we do ~17.5k Ads per month. When a business creating scales from 1k to 10k Ads, the normal thing is for CAC to skyrocket. But with what I just shared, we 7-8x'd our User Acquisition budget without increasing our CAC materially.
It took us 8 months to figure this out, but then the timeline from 0-$10M in every country got shorter and shorter:
US revenue grew to $25M in 19 months. (US is now 78% of total)
Germany to 21M in 11 months.
France to $10M in 3 months.
2. Retention and Monetisation Hacks.
We knew we wanted to create an audio entertainment platform, but there was no standard format. For the first 2-3 years, we tried 10 different formats before landing on the winner.
After we got it right with audio drama (8-12min chapters, written for mobile fiction, serialized, episodes have strong hooks and end on cliffhangers), avg daily streaming time went from ~25mins to 150+.
Audio drama made us realize that Pocket FM was creating a whole new medium. There was no playbook for anything that we were doing. Everything had to be thought & built from scratch.
This is what we did for each major bullet:
- Monetization: Users have some free daily minutes to listen; then it's pay per episode. We also added the option for users to unlock episodes by watching ads, which is doing extremely well. Ads scaled from zero to a ~$90M run rate in 12 months.
- Engagement & production: You don't become obsessed with an app you open once a week. To have users engage daily, we make the next episode free every day. Also helps them build the habit.
- Discovery. Huge problem because people consuming Pocket FM enter the app, tap the show, and lock the screen. We fixed it by doing "playlists" of episodes. Once users's free minutes on a show are done, we ask users if they want to pay. If they say no, we play a new show, one where they haven't used their free mins. And we stitch episodes of different shows together that way, creating natural discovery.
3. Localization > translation.
78% of our revenue is still concentrated in the US. Localisation is fixing this: You might write a show for a Spanish audience where language, jokes, folklore, have a certain flavor; if you merely translate the show for, say, a Norwegian audience, that color is lost and hurts the show in the Norway. Listeners would relate more if the show was written by a Norwegian.
That's why, instead of translating, we localize shows to different regions. We use AI to take the spine of stories and adapt their whole cultural layer to the other country.
The results: a US show that was localized for a German audience had 50% higher retention than the translated version.
Localization + our user acquisition playbook led to:
- $10M+ ARR in France within 3 months
- $21M+ ARR in Germany within 11 months.
And this expands writers' addressable market.
We get messages of writers thrilled to have revenue coming from the US, India, EU, LatAm, without them doing much incremental work.
4. Experiment.
We give $1M checks to new internal initiatives, and the team has 12-18 months to prove their thesis. If they prove it, we double down.
This is how Pocket Saga came about, our AI video microdrama app. It's an AI video equivalent of Pocket FM. Same shows and structure, but as a vertical 2-min mobile video series.
We launched it two months ago and it's at ~$15M ARR.
Pocket's broader thesis is to help creators tell their stories to as many people as possible. Start with audio drama -> multiple languages or localize to diff countries -> microdrama -> more formats like movies, TV shows, and games.
Best of all is that writers get revenue streams not only from countries they wouldn't have tapped into, but also from formats they wouldn't have thought possible.
5. Pivoting to only AI content production unlocked 100% ARR growth.
In mid-2024, we pivoted to only AI content production.
Our growth took a very direct hit. Pocket was already at $200M ARR, growing 50% YoY, and we flatlined for a whole semester.
Six months later, the business exploded.
After the switch, we went from ~25k hours of content produced per year to over 2.5M hours, which are also higher quality. Because AI orchestrates the writing and more data is fed into it, more blockbusters come out.
Over 90 titles have $1M+ in lifetime earnings and 13 crossed $10M.
Quality control is done with LLM as a judge, and LLMs are quite tough.
Results are very encouraging:
- 12-month revenue retention went from 44% to 76%.
- In the past year, we added $250M in net new ARR.
__________________________________
Pocket Entertainment (Pocket FM + Pocket Saga) has become the largest AI entertainment platform.
We have the largest storytelling catalog with 770,000 titles, 550k creators, and 5.5B hours of playtime with minute by minute retention & engagement data. We are using all of this data to improve every aspect of our business.
Our Bet: In the next 3 years we will be able to produce Naruto-like series for $1000.
Netflix has to spend $17B to find 100 Blockbusters per year.
What happens when you can produce 1M high quality shows for $1B?
The streaming wars caused a $300B reallocation of market cap.
The AI entertainment wars may be a $1T+ reshuffling of market cap.
We are at a unique spot. Unlike other AI creator tools like Runway or Midjourney, we own both the supply and demand side of AI content.
We've attracted over 550,000 writers who are producing an annualized 2.5M hours of content every year. This pairs with 137B+ minutes streamed.
Because of this, growth is accelerating as we scale further.
We have multiple S-curves inflecting at the same time:
- AI produces better and more ads -> scale faster in new countries
- Writers + AI produce more shows -> more blockbusters
- Localisation -> more reach per blockbuster
- Audio to video format expansion -> larger TAM -> more creators
Every aspect of our business is designed to improve another, and everything is aligned so that the number of blockbusters continues to rise.
If you're interested in building at the intersection of ai, tech and entertainment, DM me.
This is worth a thorough read…
What makes it particularly sobering is the sheer breadth of real-world misuse Anthropic is already seeing, cyberattacks, surveillance, influence operations, fraud, weapons development and more, and increasingly, AI is moving from simply advising the human to actually orchestrating parts of the operation…
We spend a lot of time discussing what AI could do…Reports like this give us a glimpse of what it is already doing in the wild…
Highly recommended
We're publishing our most detailed threat intelligence report to date.
It covers how people tried to misuse Claude—for cyberattacks, influence operations, surveillance, biology, and building weapons—and how we found and stopped them.
We disrupted every operation in the report, and used the lessons from them to strengthen our safeguards. Where appropriate, we also shared what we found with authorities and other AI companies.
These cases are not typical: we’re highlighting some of the most sophisticated misuse we’ve seen. But they’re especially important to discuss, because they show us where AI misuse is headed, where our safeguards work, and where they need to improve.
We’re publishing this report so others can spot the same activity on their own platforms, and so we can give the public a clearer view of how emerging threats develop.
Read the report: https://t.co/0EJUnYEgfz
I have been waiting for this one, can’t wait to plug GPT-Live-1 into my Reachy Mini…
Voice has always felt like the most natural interface for a robot, now it can listen while you speak, respond in real time, reason through another model, and connect that conversation to what the robot sees and does…
We are getting very close to a genuinely embodied AI sitting on your desk…
And I fully intend to experiment with it 😄
GPT-Live-1 is now available in the API.
Bring ChatGPT’s natural back-and-forth to your app, with voice agents that listen while they speak and work with the models and harness you choose.
BREAKING: we've officially entered a deal to acquire Miro for $1.355B! 😍
For the first time in our history, Glance was featured on the world's biggest technology stage, Apple's flagship event.
Our feature on the keynote was the outcome of deep, deliberate work between the Glance and Apple teams, bringing together 2 powerful visions for the future of the consumer experience.
We’ve built over a long journey working closely with Apple across 3 areas central to its vision for the next generation of computing.
1. Apple Intelligence and Siri AI:
Together, we worked on bringing agentic commerce directly into this experience, enabling a consumer's shopping intent to translate into discovery and action.
2. Apple's on-device models:
We worked on how Glance's commerce intelligence could work alongside Apple's on-device intelligence, combining the strengths of both to create a more seamless and intelligent shopping experience.
3. Adaptive experiences across screens:
This deeply aligns with our ambition for Glance, an agentic commerce experience that can travel with the consumer and adapt to wherever and however they choose to engage.
For everyone who believed in the vision and has been part of this journey, I hope you're feeling as proud of yourself as I am of you.
We dreamed of building something that could change how people shop.
The world got to see a glimpse of that dream.
Let's keep dreaming bigger. And reaching higher.
@glance_inspires
@abhaysinghal @MansiJain2407 @mohitsax Piyush Shah, Shefali Rai, Arvind Jayaprakash, Jairaj Sathyanarayana, @rumit_s_anand
As someone who has been preaching this for decades, it is nice to see more founders realise it too…
The right angel investor can bring belief, perspective, introductions and credibility at exactly the moments a founder needs them most…
The cheque matters, but the people in your corner matter a lot more
as a mostly bootstrapped founder
I can't recommend taking on angel investors to your cap table enough
it's hard to articulate the gains from having people in your corner who believe in you beyond just your family.
the network connections, the advice, the genuine belief, the leverage of having a few notable domain operators attached when you're a small fry taking on the world.
Be discerning but don't be afraid to let outside people be a part of your biz.
There is something powerful in the idea of regarding a difficult task as a privilege…
The people who become exceptionally good at something often seem to develop this relationship with difficulty, they seek the hard problem, enjoy wrestling with it, and somehow find energy in the struggle itself…
Perhaps that is what mastery eventually looks like
Nietzsche describing the mindset of high performers
I love lists like this because they remind us how quickly humans can build when there is clarity, urgency and collective will…
Apollo 8: 134 days…The Alaska Highway: 234 days…The Empire State Building: 410 days…
Sometimes our idea of how long ambitious things should take becomes the biggest constraint on how quickly they get done
Never bet against Dubai!…😄
This city has an extraordinary ability to absorb shocks, adapt quickly and somehow come back with more people wanting to be here than before…
The momentum is quite something to watch
Dubai is absolutely booming.
My daughters ballet school (who were genuinely worried during/after the conflict)
Had 120 new students wanting to start this term
They've had to create waitlists and close admissions to certain grades. My daughters been going to the same ballet school for 5 years and they've never had to do that
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