Please don't copy TBPN.

Nobody knows if your model actually works. Zepto Cafe was the future of food delivery until IPO prep hit. Now Snabbit's growing fast by counter positioning vs Urban Company. My hot take is that: Perception of business model success = Where you are in the funding cycle ×

Life is full of surprises. I was recently researching a company on PitchBook and noticed that a company I once worked at was listed as its competitor. Curious, I looked it up and discovered that it has grown significantly in the decade since I left. Chances are, nothing I built

Every social product needs a screenshot moment that can turn the user’s progress into shareable status symbols.

Every few weeks, I try to replicate animations too. I recently came across a cool animation on Twitter and brought it into Google AI Studio. As far as I know, Gemini models are the only ones with a native understanding of video. First I asked the model to analyze the video.

Sarvam-Translate, an open weights model that translates text across 22 Indian languages is out now. Good job Sarvam AI team.

Here is how I use O3 as an intellectual sparring partner to improve my thinking. Whenever I listen to a podcast and hear some interesting views, I use Gemini to copy the analysis, and then have O3 find the gaps, argue the other side. Then I continue the debate.

On care.

What happened to synthetic paneer?

What do you do when you have a highly capable research assistant who is smart, can reason well, and has been trained on world knowledge, but is a bit too agreeable? You delegate tasks, brainstorm with them, and take their help in structuring your thoughts. But they might be

I really like the idea of Throne Science. One of my favourite VC frameworks is: take what only the wealthy can get today and make it available to everyone. But what if we could offer people something that was once fit only for royalty? - I wanted to play around with this idea.

To understand the Windsurf deal, you can ignore most of the recent noise on Twitter and read this Ben Thompson's post on the Uber Dilemma, when Uber’s earliest investors sued Travis Kalanick. Written way back in 2017. Source: The Uber Dilemma in Stratechery.