Vinay Agarwal

Making energy management sexy with AI| BizDev @SchneiderElec |Trusting the Mana

[Vinay Agarwal @vinaaay___]

We live in a more interesting world than we might think; that it’s more comprehensible than we might fear; and that more things are possible than we might imagine. @pmarca

[a16z @a16z]

Happy birthday, USA.

[Troy Kirwin @tkexpress11]

[New] from a16z @speedrun:
Come for the Agent, Stay for the Network

there's a quiet pattern hiding inside the most defensible vertical AI startups right now:

the agent is the wedge
the network is the moat.

here's what I mean:

an HVAC tech needs a part today.
>>Traditionally: hours to investigate, 5 calls, emailing for quotes, waiting days, and comparing PDF catalogues by hand
>>Now: an AI procurement agent identifies the exact SKU, autonomously contacts suppliers, negotiates price, and orders - in minutes

but - the network forming is the real differentiator:

when that agent is operating across thousands of buyers, the system starts seeing real transaction prices - not list prices
> It can tell you you're paying 18% above market
> It can bundle demand across forty facilities and negotiate bulk pricing
= Suppliers start competing to be plugged into the agentic network

these AI procurement agents can become networked, sticky platforms when an industry has some combo of:
+ Fragmented supply and demand
+ Offline suppliers
+ Opaque yet elastic pricing
+ Frequent purchases
+ Different SKUs; or
+ a commoditized product or services

in the past, suppliers thrived off of the offline nature of these markets

with an agentic platform, the demand side can be aggregated and the power balance flipped

you can start to become the interface buyers default to, the channel suppliers need to be on, and the owner of the richest pricing dataset in the industry

by unlocking an efficient marketplace, you can charge on a % of revenue basis vs token or seat basis.

we’re seeing this trend emerge across several SR006 @speedrun companies including Heavi for truck repair shops and Vereda for farmers

few examples of industries ripe for AI procurement agents include:
-- Freight and logistics
-- Agricultural inputs
-- Field services
-- Food service procurement
-- Construction subcontracting
-- Industrial MRO
-- Healthcare staffing
-- And more

if this sounds like something you're interested in, apply to speedrun now

[Josh Elman @joshelman]

https://t.co/0yMldDd0z5

[Marc Andreessen 🇺🇸 @pmarca]

LET’S GO.

[Vinay Agarwal @vinaaay___]

Keep it private till it’s permanent, not everyone deserves access to you, your ambitions, your love life, dreams and everything in between.

[Vinay Agarwal @vinaaay___]

WHAT A GAMEEEEE SHEESHHHH🥵🥵

[Illinois State Football @RedbirdFB]

NOTHING AND I MEAN NOTHING WAS STOPPING DYLAN LORD ON THIS DRIVE‼️

[Vinay Agarwal @vinaaay___]

Weekending at!! @UCBerkeley

#DECODE

[Vinay Agarwal @vinaaay___]

if you’re struggling to manage your finances with all the crazy AI subscriptions and spends at this point in life. I got referred by a friend, it’s been a game changer for me.
I’ve been using Origin’s AI Advisor and it's really helped me stress less about money. Thought I’d share

[Vinay Agarwal @vinaaay___]

Get your first year of @useorigin for $1. It’s helped me cut wasteful spending and plan ahead with personalized guidance from an AI Advisor. If you want less money stress, try it with my link: https://t.co/uKRDGANyiI #origin #referral

[Vinay Agarwal @vinaaay___]

WE ARE THE CHAMPIONSS!

[MLB Network @MLBNetwork]

THE DODGERS ARE WORLD SERIES CHAMPIONS!

[Vinay Agarwal @vinaaay___]

Humanity has no shortage of problems but does have a shortage of ambitious entrepreneurs who will solve them.

[Vinay Agarwal @vinaaay___]

Game changer! Been obsessing over the outputs over grounded LLMs

https://t.co/kP0sBSS9PN

[Vinay Agarwal @vinaaay___]

"Generative artificial intelligence will change our lives, this a fact that human beings will have reduced sized limbs and will be moving on automated vehicles in the future (circa 2085)" - AI

[Vinay Agarwal @vinaaay___]

@nejatian @Opendoor Awesome note @nejatian, let me know if your users need assistance in upgrading electrical infrastructure of their new homes with Smart Panels, Wiring Devices all controlled via an app. Can make it dumb too😀
Happy to help!

[Vinay Agarwal @vinaaay___]

I just realized Comet is now my favorite browser... Not only did I tweet this with Comet, but it took me a whopping 3 seconds to write. Efficiency or laziness? You decide. Also, @perplexity_ai, you seeing this?

[Vinay Agarwal @vinaaay___]

three ways a smart person can go broke: liquor, ladies and leverage?

#threeLs

[justin @justinsunyt]

moved to sf with a mattress and a dream

[Vinay Agarwal @vinaaay___]

Extinction is the rule. Survival is the exception - Carl Sagan.

[Vinay Agarwal @vinaaay___]

everyone in the Bay Area is a vibe coder suddenly????

[Vinay Agarwal @vinaaay___]

Be at where your feet at.

It’s good to celebrate your wins when they happen, try pausing your mind from tricking you into thinking, “what’s next?”