Soumya yadav

VC @kalaari | @IITKGP | ex- @flipkart

writes about random stuff on ai, tech, market and human psychology | views are personal

[Soumya yadav @soumydv]

@sk7037 Double digit GWs! Project stargate has plans to pour $500B for 10GW (which is start of a double digit GW of compute)

[Soumya yadav @soumydv]

@Keshav_Lohiaaa Since the launch of @Muse bro is just at it

[Madhav Chanchani @madhavchanchani]

List of VC firms and orgs getting RDIF commitment

[Soumya yadav @soumydv]

@keikumata How do you keep the final output aligned with the original intent when working with agent swarms? What helps prevent context loss and goal drift across agent handoffs?

[Soumya yadav @soumydv]

@zerohedge Any source with detailed analysis on this circular economy and possible weak points. This is too high level.

[Soumya yadav @soumydv]

@gokulns Delegation of recurring tasks have never been this easy!

[Soumya yadav @soumydv]

@baseten Too much is happening in this category and the headroom/market size is going to be large. Quite excited!! 🫠

[Soumya yadav @soumydv]

Startups are moving to open weight models but Inference cost is still high and complexity to maintain the whole stack exist therefore more startups will emerge to solve for inferencing optimization as a bottleneck next. @baseten in this category is alreasy shipping cool stuff. More to come - kernel level optimization, multiple model compilation, modality based etc.

[a16z @a16z]

Token prices keep falling and GPU rental prices keep rising

Intelligence gets cheaper, usage goes up, and a model ends up in every piece of software

[Alexandr Wang @alexandr_wang]

muse after seeing my email inbox

[Soumya yadav @soumydv]

First in my bloodline to witness this

[BBC News (UK) @BBCNews]

Anthropic bans users from being 'cruel' to its AI systems https://t.co/q30pO7SI6d

[Soumya yadav @soumydv]

@tantrumsofsadhu Also try @FigrDesign

[Soumya yadav @soumydv]

@distroinfinity Rule of thumb would be to treat it like your desktop but remotely hosted.

Scrape web or seach leads, pull emails, write/send them (I would be careful with that on the auto mode tho). Heck even you can bypass WhatsApp chat access through log in at the remotely hosted device.

[Soumya yadav @soumydv]

So the paid agents are fighting over $20 that is already spent. And the free agent just lost the biggest store.

My guess 🔮 if anyone wins on subscription, it's the one agent that does enough breadth of your day that you look at your other AI apps and think "why am I still paying for these?" Easy to start, works everywhere, priced like one app, not four.

More on possible route to monetization below:

[Tanay Jaipuria @tanayj]

https://t.co/e8qYFtburl

[Soumya yadav @soumydv]

A wave of Instinct-like startups is coming. Agents that book your doctor, order your groceries, cancel your gym.

They all are after the same thing: the small amount of money people already set aside for AI.

But how does AI tools spend look like for an individual: Bank of America checked 70 million accounts. Only 3% of US homes pay for any AI. Most pay $20 a month. That's it.

[Soumya yadav @soumydv]

@instinct_inc @hark_labs @Muse @meta is the first one to try something different. Zuckerberg said @muse is free for most people. Meta makes money by taking a small cut every time the agent buys something.

Two weeks later, Amazon blocked Muse from buying on its site 🚫

[Soumya yadav @soumydv]

@HarryStebbings Not an entire picture here but a slice. Always go back to this blog: https://t.co/g8WZa7vsLk

[Soumya yadav @soumydv]

@rishotics Thoughts @rishotics ?

[Soumya yadav @soumydv]

Been chatting with a lot of AI SDR startups. One theme keeps coming up: it's hard to tell early whether an AI SDR is working.

Many founders I know already use one. What these tools do well: research the prospect, write the first email, send follow-ups.

Where time still goes: finding the right ICP, and waiting on a prospect's decision. AI speeds up the first. The second still waits on a human.

The catch: meetings booked show up in days, closed pipeline takes months. Hence, AI SDRs get bought on demos and cancelled on patience.