poorvivijay

SaaS investing at Elevation Capital | Harvard Business School | Ex-Adobe | Ex-Amazon | IIT G

[Karan Vaidya @KaranVaidya6]

We are launching Open Dots, run the same capabilities in 1/10th of the cost

OpenAI shipped Dot yesterday for Pro users.

Ours is open source, runs on your Mac and cheaper

Here's how it works:
- each dot has its own browser that stays logged in securely
- it can use and setup triggers on your Gmail, Calendar and 1,500 other apps
- you can call it and give it things to do while you talk
- dots can coordinate and schedule reminders

built with @composio @OpenRouter

free and open source: https://t.co/f7KctlpMBj

[poorvivijay @PoorviVijay]

Literally applies to everything you do in life. Beautifully put.

[Isaiah Granet @zaygranet]

A few thoughts on switching lines. https://t.co/3JIXR2G4eJ

[poorvivijay @PoorviVijay]

@shaurya_sinha7 This is incredible @shaurya_sinha7 ! So powerful.

[poorvivijay @PoorviVijay]

@shyamalanadkat Looking forward to hosting you today @shyamalanadkat

[Noon @noondesign]

Introducing Noon: The first dual-canvas where you design how a product looks and how it works. It’s a new day for product design. Sign up for early access: https://t.co/9IeRBQ6hD8

[Aditya Bandi @bandiaditya]

I’m thrilled to announce we’ve raised $44M to build a new home for product design. Meet @noondesign.

No workflow is more broken and fragmented in 2026 than the product designers’. The very same people who care most about building software don’t have software purpose built for them. @kushagrasinha7 and I have lived this problem first hand as designers ourselves.

That’s why we built Noon. The first product design tool that works entirely on your product code, so you can design not only how a product looks, but also how it works. With AI at its core that works in seconds, not minutes.

For the first time, you can create, iterate, build, test and ship. All in one canvas. No translations or roundtrips to the codebase and back.

Comment “Get Noon” and we’ll get you on the list for early access.

[Karan Vaidya @KaranVaidya6]

We’re excited to introduce AgentAuth—the comprehensive auth solution designed for AI agents!

We understand the pain every developer experiences regarding authentication—managing OAuth flows for Gmail, handling API keys for Linear, or setting up permissions across multiple services. It's complex enough with traditional apps.

However, AI agents add an extra layer of complexity. Traditional auth solutions were not designed with this agent-specific requirement in mind.

Think about it—say you're building an agent to pull data from Salesforce, send updates through Slack, and log issues in GitHub. Each service requires different authentication—OAuth2, API keys, you name it—and your agent needs to work seamlessly on your users' behalf. Building and managing all that is a massive headache, right?

That’s precisely where AgentAuth by @composio comes in.

• It supports 250+ apps across categories such as CRMs, ticketing, productivity, etc.
• Compatible with 15+ Agentic Frameworks, including @langchain, @llama_index, @crewAIInc etc
• Offers self-hosting and white-labeling options.
• Provides a unified dashboard to monitor user accounts.

It takes care of all the complex authentication flows—OAuth, API Key, Basic, JWT, token refresh, and more—in the backend, so you can focus on building what truly matters for your users.

This is ideal for AI developers building real-world AI automation involving multiple application interactions.

Check out AgentAuth now - https://t.co/lypNk00aUC

[Elevation Capital @ElevCap]

Google Search is not what it used to be.

The search engine’s recent updates, including the crackdown on AI-generated spam content and the introduction of AI Overviews, have left many founders grappling with the new reality of SEO. Traffic declines, reduced click-through rates, and the uncertainty of adapting to these seismic shifts have raised pressing questions about the future of search engine optimization.

We understand the challenges you face in navigating this AI-driven SEO landscape. That's why we're excited to announce a webinar with @madhukarkumar to provide you with the tactical tips and strategies you need to thrive in this new era.

As a seasoned marketing leader, @madhukarkumar has spearheaded Product-led Growth (PLG) strategies at several technology companies aimed at developers and technical audiences, including Redis, Nutanix, and DevRev. Currently serving as the Chief Marketing Officer at SingleStore, Madhukar brings a wealth of expertise in the intersection of AI, databases, and growth marketing.

In this conversation, @madhukarkumar and @PoorviVijay (Vice President, Elevation) will explore the critical questions on every founder's mind: How can SGE affect your business? How can you stand out in a sea of AI-generated noise? How to rethink your SEO strategy navigate this new paradigm?

Click here to register: https://t.co/dIzTMtZUps

[Elevation Capital @ElevCap]

🔈 Investment Memo

With the rapid growth of generative AI, the need for robust testing frameworks has never been more critical.

@vaibhavi0601 (VG) and @akshay_deo's deep expertise in AI and developer tools, gained from their tenure at Google and Postman, gives us immense conviction in their ability to tackle this challenge head-on. @getmaximai's full-stack platform is set to revolutionize the way businesses develop, test, and deploy AI applications, driving the next wave of AI adoption across industries.

By equipping developers with the tools to navigate the complexities of AI development, Maxim is poised to be the inflection point in the AI adoption curve.

Read our investment memo for more on why we partnered with Maxim AI: https://t.co/n1pdzOd5W2

@mukularora @AkarshS27 @PoorviVijay @Aadith__Ramesh Shambhav Tewari

[Aaron Levie @levie]

AI agents have the ability to fundamentally change the business model of enterprise software. Today, when you build a SaaS product, the primary business model is to sell seats that are tied to the end-users of your service. For "same store" sales, you can essentially grow at the rate of the headcount growth of that customer, or by adding additional capabilities on top of your offering. This business model is, of course fantastic, and has been around since the earliest days of enterprise software, and will keep going forever.

But AI Agents unlock an entirely new business model in software, because you can now grow in a way that is uncorrelated to direct enterprise headcount or even external factors to your software. What's amazing about this model is that the AI vendor actually can directly grow itself within an enterprise account due to direct productivity gains. 

For instance, imagine an AI Agent that can generate outbound sales demand for a startup. Traditionally, B2B companies will start by hiring a very small team of maybe one or two people, and increase resources in this area in a very incremental fashion -- essentially a process that looks like a guessing game where you try to predict how much demand there might be in the market, the ability to fund new resources, and the length of time it takes to hire great talent. In a world of AI Agents, you would simply set a budget and then decide how fast you want to grow. This is much closer to the business model of Google Adwords than it is of a traditional SaaS service.

The same would be true for entirely different functions, where AI Agents can develop software at the rate of how many software projects you want built or how many legal documents you want reviewed -- all unconstrained by a company's headcount. This will even happen in areas where you wouldn't initially expect demand levels to change just because you move to AI, but in fact where there's plenty of latent demand. For instance, in front-line support, in a world where AI Agents can answer a greater set of questions a customer might have, you could see the kind of interaction volumes going up far higher in a world of AI. 

This all has major implications to the economics of software, and it means that the AI Agent business model goes after a far greater pool of spend than just traditional IT. If software products now directly *drive* company productivity instead of just *enabling* company productivity, this could lead to a step-function change in the size of IT markets over time. Wild.

[poorvivijay @PoorviVijay]

There's so much happening in Manufacturing Tech. Excited about the growth potential for anyone building in this space.
Part 1 of a 3-part series to take stock of advancements in the field and opportunities for new businesses to emerge!

[Elevation Capital @ElevCap]

🏭 $2.5-4T: that’s the economic value we expect businesses developing solutions for the manufacturing sector could create by 2030. The industry is evolving rapidly on the back of innovations like IoT, AI/ML, CAD, 3D Printing & more 🧵

[scott belsky @scottbelsky]

our team @Adobe is psyched to partner w/ @Google and provide image generation capabilities for Bard using Firefly, our family of GenerativeAI models. more to come on this front... https://t.co/B6uDXk2B24

[Elevation Capital @ElevCap]

On Friday, we hosted a fireside chat with @abhishek_n , Founder & CEO of @theappsmith in Bangalore. The event was attended by 50+ founders and operators as we discussed tactical frameworks and approaches for building in Open Source.

Following were our key takeaways:

[Elevation Capital @ElevCap]

Join @akaggrwl and @manishadvani12 at Elevation Kickstarter as they reflect on the India Consumer Opportunity and walk through our framework for identifying where the next set of winners in this space are likely to be built. Register Here: https://t.co/7oHi9nGg79

[poorvivijay @PoorviVijay]

The plugin game is such a fundamental shift.
It's almost surreal to see OpenAI which started as a non-profit is going to disrupt and radically change the aggregator and ads business model sooner than later.

[poorvivijay @PoorviVijay]

It never ceases to amaze.

[OpenAI @OpenAI]

We’re developing a new tool to help distinguish between AI-written and human-written text. We’re releasing an initial version to collect feedback and hope to share improved methods in the future. https://t.co/4dQE3dX6vX

[scott belsky @scottbelsky]

uncomfortable realization as Quora, Notion, GitHub, and other legendary stores of content launch their own AI-powered chat experiences:

in the age of AI, if you don’t own the query interface, you’re just assembling training data for those who do.

[Suhail @Suhail]

👑 belongs to OpenAI this year

[poorvivijay @PoorviVijay]

Very excited about the inaugural India Pulse Report: 2022!

As you reflect back on this year, hope this gives you enough excitement for 2023 and beyond!

You can access the full report here: https://t.co/D4Sm6OeOo4

[Elevation Capital @ElevCap]

We’re thrilled to announce the unveiling of our inaugural India Pulse Report: 2022. This report, in partnership with @Tracxn, looks back on the year gone by and gives insights into what excites us about the years to come: https://t.co/TahaXcdQFL

[Suhail @Suhail]

1/ A bit of news: last week I decided to stop working on Mighty after 3.5 years 😓. If anyone is interested in buying the IP, please reach out.

This week our team will begin work on making new kinds of creative tools using advances in AI. A new kind of Adobe Creative Suite.