Siddharth Srinivasan

Strategy and Partnerships at Reliance Intelligence. ex ElevenLabs, YouTube, InMobi, Directi.

[Siddharth Srinivasan @sidxpress]

With 7-8 players investing at scale, surely agentic commerce has a phenomenal opportunity? Multi- cart, value hunting, automated.

https://t.co/F62iTTjq5R

[Siddharth Srinivasan @sidxpress]

Interesting dynamic in the metro vs non-metro shopper. Frequency, penetration and AOV seem to matter. ARPU, frequency and penetration is probably highernin metros but ride economics worse ? In non-metros will they build the higher AOV habit with scale ?

[Chandra R. Srikanth @chandrarsrikant]

This is like the old Flipkart vs Amazon wars, with a Blinkit, Zepto and Instamart in the mix.

Amazon CEO Andy Jassy is in India. Company announces that their quick commerce offering Now will expand to over 300 cities and build India’s largest ‘delivery in minutes’ network;

[Siddharth Srinivasan @sidxpress]

The future of the office. An army of whisperers side by side with precision mikes capturing only their whisper. Hr publishes a set of norms on whisper prompting etiquette.

[gabriel @gabriel1]

STOP HOLDING BACK WHEN PROMPTING you can literally one shot whatever feature in one prompt just yap for longer. aim to describe every thing you can possibly imagine in ONE prompt

and obviously use voice. i often talk for 15minutes straight

[Siddharth Srinivasan @sidxpress]

Cream - wheels of fire deluxe re-release. Monday morning done right.

[Siddharth Srinivasan @sidxpress]

Bangalore ! Strong reco. For the kids or the kid in you.

[The Hindu @the_hindu]

ParSEC Whitefield in Bengaluru is a science museum where anyone can innovate anything

✍️Jessica Jeba

https://t.co/MWvs4vmFAp

[Siddharth Srinivasan @sidxpress]

The thrill of seeing if Claude will finish the task before you lose connectivity in the metro's underground network is the new bungee jumping.

[Siddharth Srinivasan @sidxpress]

Great insights, especially monetization . It’s obvious why AI labs are doubling down on prosumer/subscription.
However true consumer likely monetizes on a longer horizon through ads or device+bundle( Apple/Android) especially if inference costs will dramatically fall.

[Harry Stebbings @HarryStebbings]

This show with @AravSrinivas is one of the best we have done.

- The biggest problem today is power.
- We will see large resistance to data centre buildout continue.
- Micron will be worth more than Meta.
- Export controls have helped China.
- Monitoring token budgets is BS and only for losing companies.

How is that for spice? I have added my notes from the discussion below but such a special show to do with Aravind in London.

1. Are Agents the End of the Internet Advertising Model?

AI agents will disrupt industries built around objective transactions, but subjective spaces like travel, fashion, and shopping are more resilient. When intent is driven by vibes, exploration, and aesthetics rather than one correct answer, chat interfaces struggle to replace browsing, keeping much of the advertising model intact.

2. Biggest Takeaway From Elon Musk?

An elite entrepreneur can identify the single limiting bottleneck in a business and focus on it with unusual intensity. True concentration requires discipline: you must ignore even important issues when they distract from the immediate objective that matters most.

3. Did Export Controls Hurt or Help US Competition With China?

Export controls gave America a short-term edge by preserving a capability gap between open-source and frontier models. But they may have also forced China to become a stronger physical competitor by pushing its tech ecosystem toward memory-efficient architectures and deeper vertical integration.

4. How Will the Best Organizations Approach Token Budgeting?

Enterprises will stop manually tracking model capabilities or micromanaging token budgets across teams. As model optimization accelerates, the best companies will outsource this complexity to AI orchestrators that automatically route tasks to the right models at the right cost.

5. How Can America Retain Competitiveness in AI?

The West must build physical infrastructure aggressively, streamline power procurement, and counter alarmist narratives around data centers and job displacement. Leaders should explain the upside clearly: AI can let tiny teams build billion-dollar companies and drive major new GDP growth.

6. What Is the Single Most Important Metric in AI?

The key metric is token value per watt per user. Raw model building and fine-tuning are becoming commoditized. The real venture-scale value will accrue to orchestration layers and agent harnesses that deliver high-quality outputs while using minimal data center power.

7. Why Is Moving Fast the Ultimate Expression of Humility?

Founders often waste early cycles searching for a permanent moat, when speed is their only real defense. Moving fast is an act of humility because it forces constant contact with the market, repeated assumption testing, and a willingness to let reality overrule ego.

(links below)

[Siddharth Srinivasan @sidxpress]

No amount of frontier tech can paper over process, incentives and culture. For instance, when an airline delays/loses your baggage, a wonderful human sounding AI chatbot is just the next layer on the cake of frustration you're going to eat.

[Siddharth Srinivasan @sidxpress]

It could be the 40 year old in me but an in-form Brazil, JogaBonito and memorable Nike/Adidas ads are core to the World Cup experience. Argentina lost their first game in 2022 so ...

[The Athletic | Football @TheAthleticFC]

Anyone who felt that Brazil were being underrated or overlooked ahead of this World Cup can probably put that opinion away now.

This is a side rich in talent, especially in attack, but Carlo Ancelotti has an enormous amount of work to do if the Selecao are to reach the latter stages of this tournament, let alone win it.

Their first-half performance here was genuinely appalling. They did improve in the second half. There was more intensity, more control. You could not, however, argue that they deserved more than a point from the game.

Or that the genuine favourites in this World Cup should be quaking in their boots.

📝 @jacklang

Brazil 1-1 Morocco Briefing — free to read: https://t.co/XOtW3TFQZd

[Siddharth Srinivasan @sidxpress]

Leaving aside broader implications (hiring, sovereign AI, trade), India companies face a frontier intelligence deficit. Options: build through it, hedge model sources, frontier use sparingly , pause long-term AI contracts. The worry:Regression to Wflow vs. intelligence-first?

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Siddharth Srinivasan @sidxpress]

World Cup opening day? Spacex ipo day ?
No.
The day of the special one.

[Real Madrid C.F. 🇬🇧🇺🇸 @realmadriden]

👋 Welcome, Mourinho 👋

[Siddharth Srinivasan @sidxpress]

Coach Mike Brown post-game on the comeback:

We deployed a hierarchical multi-agent architecture with recursive self-critique loops. Once the vector database achieved tactical alignment, the boys started hitting shots.

[NBA @NBA]

OG ANUNOBY WITH THE PUTBACK.

KNICKS COMPLETE THE 29-PT COMEBACK FOR THE WIN.

LARGEST COMEBACK IN NBA FINALS HISTORY 🤯

[Siddharth Srinivasan @sidxpress]

It's the year 2034. 48 countries come together to reorganize the global monetary system. Bretton-Woods 2.0 establishes the GPU standard.

[Chandra R. Srikanth @chandrarsrikant]

🚨Chips for debt: How India's AI firms are turning GPUs into collateral

By @debanganaghosh4

https://t.co/BI7yqGUghm

[Siddharth Srinivasan @sidxpress]

If you think this is a canary in the coal mine for the IN offshoring/GCC industries,
India's answer can't be "we're cheaper."
It has to outrun the AI cost curve with capability.

[Kaz Nejatian @nejatian]

I shared this note earlier today with the entire team at Opendoor.

Today we began to say goodbye to our colleagues in India as we wind down our India operations.

Our customers are in America, and that's where our operational work belongs.

[Siddharth Srinivasan @sidxpress]

Getting a table at Pizza4Ps Bangalore is pretty much like getting a darshan at Thirupathi

[Siddharth Srinivasan @sidxpress]

With AI now building AI, i wonder if Claude Opus looks proudly at Fable 5 like the parents of the JEE AIR topper. I also assume Anthropic vested naming rights for Fable with Opus as befits every parent.

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[Siddharth Srinivasan @sidxpress]

The government is clearly hiring Gen Z to set culture and drive digital transformation: see the attached digital banking paper trail.

[Siddharth Srinivasan @sidxpress]

Apple seems to have used WWDC to set the new line for opinionated AI consumer experiences :
- privacy, edge, private cloud
- UX wrapped around intent and context
- proactive pushes in high value use cases
- 'Pulling' inwards via app intents - OS more central

[Dharmesh Ba @dharmeshba]

People do not use social platforms interchangeably.

Instagram is mood, discovery, aesthetics, memes, brands, reels, and shopping curiosity. LinkedIn is work identity and professional learning. Twitter is opinion and news. Reddit is depth and community knowledge. WhatsApp is real life: family, friends, groups, logistics, intimacy.

This means every platform carries a different version of the person.

The same consumer may be passive on Instagram, careful on LinkedIn, opinionated on Twitter, private on WhatsApp, and anonymous on Reddit. They are not being inconsistent. They are managing context.

This matters for brands because communication does not travel unchanged across platforms. A hard sell on Instagram may annoy. A founder story may work. A professional insight may belong on LinkedIn. A product question may get answered on Reddit. A transaction may close on WhatsApp.

And social platform have developed these unsaid rules or personalities.

The best consumer brands understand the room and leverage it. They know that the consumer is not one stable identity moving through apps. The consumer is constantly adjusting posture: public, private, professional, curious, bored, cautious, aspirational.

Marketing fails when it treats all attention as the same. Attention always has a context.

[BullsMuse @BullsMuse_]

Remaining 2003 draftees: LeBron

Remaining 2004 draftees: none

Remaining 2005 draftees: none (was CP3)

Remaining 2006 draftees: Kyle Lowry

Remaining 2007 draftees: KD, Horford, Conley Jr., and Jeff Green

Remaining 2010 draftees: Paul George

(via @FallenImpacts)