Arjun Shaji Kumar

Trying to master the art of backpacking.
Pretentious Techie

[Patrick OShaughnessy @patrick_oshag]

Gokul explains why outcome-based software companies like Zendesk are more exposed to AI than systems of record like NetSuite, and why public markets are not distinguishing between the two.

He argues that the only way AI-native startups can disrupt systems of record is by spending 1-2 years building migration tools to get data off of incumbent platforms.

"The software companies that should be the most worried right now is where they are pricing the product based on utility. Zendesk is a good example.

Instead of paying for 50 Zendesk seats, you can pay for 20 and I can have 30 AI agents sitting next to Zendesk.

For these companies you need to change your pricing model to be based on outcome. It's going to be hard for them to stay public.

The companies that are less exposed are ones based on data that has been collected and captured over a period of time. ERP is a great example. There is no compelling reason for someone to put their career at stake by ripping out NetSuite.

NetSuite has more time to build AI agents on top of it because they have the data, they can train the AI agent on top of it and bundle it.

I think the public markets do not distinguish between these two types of companies."

[Arjun Shaji Kumar @shagi07]

Series L🤯

Want to place bets on Polymarket or Kalshi for

Prediction 1: Databricks will go to Series Z
Prediction 2: probably the first series AA 😂

[Exec Sum @exec_sum]

BREAKING: Databricks is raising over $4 billion in Series L funding at a $134 billion valuation.

[AI at Meta @AIatMeta]

Introducing Meta Locate 3D: a model for accurate object localization in 3D environments.

Learn how Meta Locate 3D can help robots accurately understand their surroundings and interact more naturally with humans.

You can download the model and dataset, read our research paper, and even try a demo! https://t.co/GgJEPXTH8W

[Arjun Shaji Kumar @shagi07]

Pretty sure both the receivers and senders use AI to draft emails at work .

Wouldn’t it be much more efficient for the agents on both side to do the talking. No drama, no ego, just efficient communication.

Humans can go grab a beer and chill.

[Arjun Shaji Kumar @shagi07]

AI PCs and Project DIGITS mini AI PC will excite any investor. Thats tapping into b2c side with immediate monetization.

from selling shovels to contracting to building factories. Probably the company with best AI monetization strategies.

Maybe buy more $NVDA

[Arjun Shaji Kumar @shagi07]

What a Keynote this was.

NVIDIA was worth 11.7% of US GDP. With physical AI and industrial use cases probably the yardstick will be NVIDIA is what % of world GDP?

🧵

[NVIDIA @nvidia]

Watch our CEO Jensen Huang's #CES2025 keynote for an exclusive look at groundbreaking innovations in AI, gaming, robotics, and beyond.

[Arjun Shaji Kumar @shagi07]

The 3 computer solution of 1) DGX - to train AI models, 2) AGX to deploy the AI- egde computing insider a car or robot, 3) Omniverse with Cosmos - Digital Twin to connect the above 2, where the AI is refined with sythetic AI generation and reinforced learning feedback.

[Arjun Shaji Kumar @shagi07]

Definitely doing an amazing job in developing the building blocks for many use cases across industries. An ecosystem play thats I think is a beautiful strategy in placing multiple bets to keep competitive advantage.

[Arjun Shaji Kumar @shagi07]

🤯

[AI at Meta @AIatMeta]

🎥 Today we���re premiering Meta Movie Gen: the most advanced media foundation models to-date.

Developed by AI research teams at Meta, Movie Gen delivers state-of-the-art results across a range of capabilities. We’re excited for the potential of this line of research to usher in entirely new possibilities for casual creators and creative professionals alike.

More details and examples of what Movie Gen can do ➡️ https://t.co/M19x2ndwnr

🛠️ Movie Gen models and capabilities
Movie Gen Video: 30B parameter transformer model that can generate high-quality and high-definition images and videos from a single text prompt.

Movie Gen Audio: A 13B parameter transformer model that can take a video input along with optional text prompts for controllability to generate high-fidelity audio synced to the video. It can generate ambient sound, instrumental background music and foley sound — delivering state-of-the-art results in audio quality, video-to-audio alignment and text-to-audio alignment.

Precise video editing: Using a generated or existing video and accompanying text instructions as an input it can perform localized edits such as adding, removing or replacing elements — or global changes like background or style changes.

Personalized videos: Using an image of a person and a text prompt, the model can generate a video with state-of-the-art results on character preservation and natural movement in video.

We’re continuing to work closely with creative professionals from across the field to integrate their feedback as we work towards a potential release. We look forward to sharing more on this work and the creative possibilities it will enable in the future.

[Arjun Shaji Kumar @shagi07]

lol, a lot of chatGPT wrapper startups died today.

Distribution is king!

#AppleEvent #AppleIntelligence

[Ashmil @AshmilH]

🚀Raggenie is Now Open for Live Demos!🚀

Dive into our low-code platform and see just how effortlessly you can build and deploy powerful AI solutions with your own custom data.

Book your demo today and unleash the full potential of Raggenie for your business!
#AI

[Arjun Shaji Kumar @shagi07]

Personally root for the latter especially when everyone treats GenAI as the solution for all problems.

Hate the hype

[Arjun Shaji Kumar @shagi07]

Bold move. Bookmarking this to see if this will be

>the DVDs vs online streaming moment
or
>Revival of mechanical watches as luxury timepieces after quartz revolution in timekeeping

[Procreate @Procreate]

We’re never going there. Creativity is made, not generated.
You can read more at https://t.co/9Fgh460KVu ✨

#procreate #noaiart

[Arjun Shaji Kumar @shagi07]

Too real 😂

[PyTorch @PyTorch]

Introducing torchchat 🔥

A lightweight library to run LLMs locally across mobile, desktop and laptops powered by PyTorch.

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

#llms #mobilellms #localai #pytorchllm #edge #ondeviceai

[Yann LeCun @ylecun]

If you are a student interested in building the next generation of AI systems, don't work on LLMs