Sid Jayakumar

Founder @finsterai, trying to 10x financial knowledge work. Previously AI researcher @GoogleDeepMind, @QueensCam, @UCL. Angel

[Sid Jayakumar @sidfix]

We can't promise we'll be as good as @jaminball but I've been using his tweets to test @finsterai with :)

If you want insights across earnings calls (and a lot more!) across companies, time periods with high quality citations and audit trails -- chat to us!

[Jamin Ball @jaminball]

Some data / stats on AI related products at Microsoft. Real revenue!

Azure AI Services
- $5b run rate up 900% YoY
- 60k customers up 60% YoY
- Responsible for ~8% of overall Azure growth this Q

Developer Tools
- GitHub at $2b run rate (It was ~$1b in Sept '22)
- GitHub CoPilot: ~$300m ARR. They accounted for 40% of overall GitHub growth this year and is "larger than GitHub when Microsoft acquired it"
- 77k orgs using CoPilot up 180% YoY
- 480k orgs using AI powered capabilities in Power Platform. 48m MAUs up 40% YoY

Future of Work
- Daily users of Office Copilot doubled QoQ
- Office CoPilot customers grew 60% YoY
- Customers with >10k seats of Office CoPilot doubled QoQ
- 1k customers used CoPilot for Security

[Sid Jayakumar @sidfix]

@sudbalaji @phil1000x @BenjiNaesen Did youjust go viral Sud

[Sid Jayakumar @sidfix]

Half my feed is this these days. And then I assume its a troll, open their profile and its like 15K followers, half my mutuals are London VCs. Same VCs who sit on panels about “betting on immigrants”.

[Andy @PositivFuturist]

Everyone who arrives from the 3rd world deletes the entire tax contribution of a higher rate taxpayer.

[Sid Jayakumar @sidfix]

@mr_james_c @therealhostman What do you mean batteries arent collapsing in price? Theyre down 95pc in a decade

[Sid Jayakumar @sidfix]

@mr_james_c @JTLonsdale Your dog whistle couldnt get any louder James

[Sid Jayakumar @sidfix]

@MohapatraHemant And has been for 15 years!

[Sid Jayakumar @sidfix]

@stephancasas @_aidan_clark_

[Eric Newcomer @EricNewcomer]

Excited to announce our discussion group leaders for Breaking the Bank

@annielamont (@oakhcft)
@phazlehurst (@synctera)
@_PegahEbrahimi (@FPVventures)
@VCRebecca (@CanvasVC)
@latifperacha (@M13Company)
@secondrob (@vinylequity)
@sidfix (@finsterai)
+ Chris Dean (Treasury Prime) & Saisi Peter (Casap)

[Sid Jayakumar @sidfix]

Ill be saying words — come hear me say words!

[Eric Newcomer @EricNewcomer]

Excited to announce our discussion group leaders for Breaking the Bank

@annielamont (@oakhcft)
@phazlehurst (@synctera)
@_PegahEbrahimi (@FPVventures)
@VCRebecca (@CanvasVC)
@latifperacha (@M13Company)
@secondrob (@vinylequity)
@sidfix (@finsterai)
+ Chris Dean (Treasury Prime) & Saisi Peter (Casap)

[Sid Jayakumar @sidfix]

@egrefen @pfau Grift to capital hahahhaha

[Sid Jayakumar @sidfix]

It was always about your ability to ideate+execute.

[Mustafa Suleyman @mustafasuleyman]

Vibe coding is another perfect example of how AI lowers the barrier to entry:
Then: your ability to execute
Now: your ability to invent ideas worth executing

[Sid Jayakumar @sidfix]

@bennpeifert Self plug, this was me and @finsterai :) thanks Benn!

[Sid Jayakumar @sidfix]

Self plug: this was me showing @bennpeifert @finsterai :)

[Benn Eifert 🥷🏴‍☠️ @bennpeifert]

A founder hit me up after I posted this and showed me his new highly specific, highly domain-knowledge-driven app which has very achievable goals that align what I'd expect should be achievable by LLMs in finance (automation of rote/boring/junior work). Perfect.

[Sid Jayakumar @sidfix]

@asharoraa The West did not legally enshrine reservations. These are not the same thing

[Sid Jayakumar @sidfix]

we use this to 1) combine exisitng knowledge into new conclusions/knowledge 2) realise when we need to go look up new stuff

Thats where that behaviour comes from. AI can/will do this. It's what will start happening when he let agents do their own thing under some high level reward/goal

[Sid Jayakumar @sidfix]

@dwarkesh_sp Simplification: It's because humans have another layer approx called~ "inquisitiveness" where we constantly, sub consciously ask ourselves questions.

All the way from "willl this kill me if I touch it? oh no fire hot" to "maybe this is a good candidate drug".

[Sid Jayakumar @sidfix]

@PushinPixls its like expensing a bloomberg subscription. Doesnt mean JP Morgan is now somehow in cahoots with bloomberg

[Sid Jayakumar @sidfix]

@PushinPixls they were subscriptions

[Sid Jayakumar @sidfix]

Have avoided Twitter for a while but ignore all the AI and just ask — so whats this Enron crypto stuff now?

[Sid Jayakumar @sidfix]

@benln thanks Ben! @finsterai