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Arnav Sahu
@arnavsahu341
Partner @peakxvpartners (fka Sequoia India) in Bay Area. Ex-@ycombinator, @sparkcapital, @appdynamics, @blackstone @wolfia_app. Underdog. I love 🫡 emoji.
872 Following    6.2K Followers
Beginning of the revolution.
Announcing the beta release of the Pi API. We’ve partnered with companies across diverse industries to adapt our models to their robots and applications, from harvesting strawberries to assembling servers. Now we’re opening access to more teams.
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Exa is on fire. There will be more agents than humans and they will do 100x more searches than humans. 🫡
Exa just passed $100m in annualized revenue. We've grown almost exactly 10x per year for 3 years. We now handle 2 billion requests a month from 200k+ teams. And it’s still so early: We predict agents will search 1000x more than humans by 2030. Agents don't search like humans. They write long, complex queries and want all the world's data, not just the web. We've spent 5 years building a search engine designed for them. We now serve personal agents, AI labs, coding agents, GTM agents, really any agent. Exa gives these agents access to 100s of billions of web documents and tons of proprietary data. Our customers are increasingly noticing that information is the bottleneck to agent performance. While the world seems close to perfect intelligence with models like Fable and Astra, we are very far from perfect information. To our small but legendary team, thank you for getting us here, from engineering to research to GTM to ops. To our customers, it is an honor to serve you. We have some exciting releases coming soon and can't wait to share them 🫡
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In our book The Lift-Off Nation @TheSaurabhSri and I outline where "AI in India" is currently, and where India will likely go with AI. Our view is that "AI in India will be won by Indian companies" - at every level of the AI stack. We realize this is impossible to even imagine today, but lets remember that in 2016 (only 10 years ago) India was NOT in the top 100 countries on Digital Payments. 2026 is the year when India entered the AI race (outlined in detail in the book)...so lets give it some time. Thank you @SumitaKareer from @ETNOWlive for hosting us to share the key ideas in our book. The clip below has one of the most interesting vertical AI companies from India
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Did office hours yesterday with a very smart but nerdy founder. When I suggested he might want a more outgoing cofounder to do sales, he said he didn't, because most of his sales would be to agents. I had to admit he could be right.
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Truth.
There are only two winning positions in foundation models. The absolute best. Or the best for the cheapest.
opus 5.5 has had a crazy impact on our team you can probably even observe it externally with everything we're putting out
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Same feeling here after trying the latest. Every 6 months it feels like a whole new world. There might be no ceiling to scaling laws.
It’s hard to articulate but the vibes from opus (and maybe the other models) are the best they’ve ever been There’s just a joy to coding with llms right now that just wasn’t the case before
2027 will be the year of the personal agent. It has finally found PMF with Instinct, Muse & Grokbot. This will cause a tsunami of customer enquiries — it’s now essentially free for a customer to send hundreds of emails, texts and phonecalls to make a single purchase. Businesses will need AI customer service tools to save themselves from drowning.
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As robots become more reliable, DAgger becomes far less efficient. eg 90% success means the person spends >90% of the time passively watching the robot Key idea: failures come from similar initial states & we can focus learning on these states! Paper:
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In FY2026, 31 lakh Indians chose to earn through Zomato and Blinkit as delivery partners. That’s 57% more than the previous year. Behind every one of these numbers is a person with interests and ambitions. A student balancing classes, an entrepreneur building something of their own, a dancer pursuing their passion, and a parent juggling work and family. We co-created this song with @ItsAmitTrivedi to celebrate our delivery partners, their many pursuits, and the journeys they’re on. We’re proud to be a part of each and every one of them.
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CI spend is greater than spend on tokens now. Heard this repeatedly from portfolio companies. It’s now one of the biggest markets in the developer stack.
October is the first month I think I might spend more on CI than AI. Time to make changes somewhere… Recommendations?
The funny thing is that this has always been true. Your expertise was always being distilled by someone who could afford to pay you money for it.
TL;DR raised a lot of money, and we’re going to make sure it shows up as benefits to y’all 🫶
i have growing conviction in Personal Agents. I also think they are going to be incredibly sticky the one I'm using has started to learn my work rules/patterns & it has built up a CRM of all my contacts it won't be so easy to shift these from one tool to another unless the industry standardizes on a way to manage handle each of these (which i doubt will happen) i'm also surprised at how useful it has been to "call" the agent while I'm working from my computer. It's like pair-coding (for work tasks), we are both working at the same time on a kanban board to clean up a backlog of tasks
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All humans are just RL environments in the path to singularity
Mercor is paying $20/hour to watch Indian cricket matches and help train AI models. This might be the coolest way to make easy money.
Since when did adding $10b+ (!) a month in revenue become a negative thing?
This is an amazing product 🫡
Introducing Compound V2: moving finance beyond chats to autonomous, long-running analysts: Multiplayer: The first AI analyst that collaborates like a deal team member. Chat in a shared agent channel or over email, and the agent will take feedback from everyone before acting. Agentic Office: No more subpar packages or brittle desktop software. We rebuilt Office suite, so Compound’s cloud agents now run with near-perfect parity, and 4X+ faster performance for large Excel tasks. Extreme Scale: Delegate to one agent at a time, but in the background, the agent is orchestrating hundreds of subagents. This enables extreme asks that run 100+ tasks in parallel. Try now at Comment “V2” for a month free on our Pro tier, and see below what you can do with Compound, that you can’t with Claude/ChatGPT/others.
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This is one of the coolest product launches from @ayushswrites and Warp! We should just people type what we want and have an AI agent do all payroll, back-office HR tasks. It's one of the biggest markets and Warp is defining the frontier 🫡
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We’ve raised $85M for this moment. Introducing Warp 2.0: The first AI Head of HR. Every company is building AI to replace jobs. Warp is building AI to do the jobs no human should have to: If you work in HR, I want you to spend time with the manager who needs help or building company culture people actually want to work at. If you’re a founder, I want you to focus on signing clients or spending time with your family. You shouldn’t have to figure out how to register state tax in California. You shouldn’t have to pay outrageous penalties because you don't know what a DE 9C is. I want to make HR human again. Today, this is finally possible with the Warp Agent. I’d love for you to see it in action:
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The browser infra layer TAM for agents do 100x - 1000x more work than humans do on the web could be scary big