Annanth Aravinthan
@ProtagorasTO
CRO at EliseAI ("ChatGPT for real estate"). Previously Head of Business Ops (Launch, Strategy, Finance and Competition) at Uber Eats Canada
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1/ This week's Q3 earnings call w/ $FB will likely go down as one of the biggest bets in history. IMO they'll spend >$170B over the next decade on building the metaverse. Since it's my largest position, I've been spending a lot of time reflecting. Attached are my "scratch notes"
Rough math on OpenAI vs. Google Gemini (mostly estimates based on leaked reports). If anyone has more accurate usage data please DM me! - Gemini was growing relative to ChatGPT up until the Ghilbi moment in March and actually lost share for a brief period - Gemini won back share…
Fascinating cover story from Caixin on the U.S.-China AI chip race. The conventional narrative: China is playing catch-up. The reality: two fundamentally different strategies are emerging. U.S. approach: brute-force capital. OpenAI’s latest chip orders require 26GW of power.…
Reporter: Could I ask you — some experts warn about an AI bubble. Are you concerned? Trump: What’s the AI problem? Reporter: Some experts say that some investors are overreacting. Trump: Everybody wants AI because it’s the new internet. It’s the new everything. It’s one of the…
ChatGPT Atlas a much better experience for reading (e.g. WSJ articles, Twitter, etc.). Chat in the side panel allows you to easily have a conversation with articles, posts, etc. Basic search is worse. E.g. no native maps function if I want to see where a restaurant is.
Former Waymo Program Manager on first party vs licensing models in autonomous vehicles: $UBER $GOOG "I believe there's a higher ROI in being a technology provider rather than running the business. If you look at the margins when you allocate a vehicle with minimal human…
Some time in 2027 a small group in a garage is going to make a viral feature length film or tv series using some major IP (Marvel, Harry Potter, Pokémon, etc). But it’ll only be available through pirated websites. So we’ll see a resurgence in torrenting like in the 2000s.
This question--why can't we just solve our rare earths problem already!--comes up a lot. As someone who worked on this when I was in government, several thoughts. This is to explain, not defend, why we are where we are, and to offer recommendations. Clearly, we need to fix the…
Why can't the US do a Project Warp Speed for rare earth minerals? @SecretaryBurgum - This seems like a top priority. Can we get this done my Q2 2026?
$45M in ARR.. this is how much our top three AEs are on pace to book this year. It is the end of the “Salesforce Regime” and the start of the “Renaissance Era”. 🧵
Re: OAI capex spend and demand. We recently passed $100M in ARR.. I’m pretty sure if you froze all model performance today we could still 5x the business in 3 years. There’s a massive bottleneck in productization of technical capabilities.
Finally, an organic way to monetize the FB messaging platforms. The funnel leakage from no or slow responses from your avg. business is insane. E.g. ~30% all rental apartment inquiries in the US go unanswered by the landlord.
Now available: Business AI from @Meta, turnkey digital sales concierge designed to help businesses engage and convert customers across @Facebook @Instagram ads and commerce websites. Launching on @WhatsApp @Messenger in Mexico and the Philippines later this month. Deploying…
Now available: Business AI from @Meta, turnkey digital sales concierge designed to help businesses engage and convert customers across @Facebook @Instagram ads and commerce websites. Launching on @WhatsApp @Messenger in Mexico and the Philippines later this month. Deploying…
ChatGPT accelerating growth in WAUs (currently at 700M): Jan–Apr 2023: +50M Apr–Sep 2023: +30M Sep 2023–Mar 2024: +50M Mar–Jul 2024: +110M Jul 2024–Feb 2025: +190M Feb–Aug 2025: +340M
Commoditize your customers
CoreWeave said its shareholder Nvidia will buy cloud services with an initial value of $6.3 billion bloomberg.com/news/articles/…
The World in Which We Live Now. 7 Points. Lecture at the Ron Paul Institute Annual Meeting. Thanks @DanielLMcAdams
OAI $5 run rate EY 24. Currently $13B, assume $18B exit 25. Assume rev 80% of previous year's YoY growth: 26 - $57B 27 - $131B 28 - $232 29 - $340 Cumulative $778B. Assume 40% spend on data centers = $311B?
New Epoch podcast episode: How far can current AI trends continue? @Jsevillamol and @YafahEdelman on where current AI trends carry us —and where they break. They disagree on mechanisms and outcomes, but agree on this: fast diffusion now, broad cognitive automation by ~2035, and…
IN NEWS: EliseAI raises a $250M Series E at a $2.2B valuation We asked @minnasong (Co-Founder & CEO) how much of their product is pure AI versus traditional software. “A big part of what we work on is making sure it provides enterprise-grade reliability to our customers in…
How much does $AMZN spend on customer service? And how much of that gets automated away with their own internal AI?
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