Amit Sharma | amitsharma.eth
@AmitSharma_AMS
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Product | Tech | Strategy | Economy | Sports | @Wharton | Lifelong learner *Tweets represent my view and not that of my employer's
San Francisco, CA
Joined April 2009
But do people understand? Why the heck would you create your ERP ,when you’re good at building chocolate / planes / cars / farming ?It’s just such a “inside out tech view”. What could happen though , is that , the cost of software continues to go down , and that’s understandable
LLMs make it easier to build custom software, but that alone does not justify replacing systems that already work. The real issue is whether the time and money spent will create a lasting competitive advantage. Rebuilding standard systems like CRM or HR tools rarely clears that
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COULDN't agree more !
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News: Tesla outsells Mercedes Benz Group for the first time! Mercedes reported 441,500 car sales in the third quarter. Tesla reported 497,099 sales. This implies Tesla sold 55,599 vehicles more than Mercedes. Tesla sold 12.6% more vehicles. In the third quarter, Mercedes' car
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This is at least partially correct.
@emollick I think some of it comes from diminishing returns relative to the average user needs (cf polygons in graphics). Even as models improve exponentially on benchmarks, their utility for answering basic questions is improving more slowly, but mainly because they’re already “fine”
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No matter empteenth time you see this , the story , the concert and the rendering just perfect ! Oh , @Apple miss him so much !
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This is a wrong conclusion! Top tiers have been raising well - check last fund raise by TB- but smaller / mid have struggles since rate of return expectations are quite high due to higher cost of capital for those markets
IS PRIVATE EQUITY COOKED? THE LIQUIDITY BOTTLENECK. Private equity is facing its own existential threat. Hugh Mcarthur, Head of Bain's PE went on Ted Seides Podcast to sound the alarm. I came for the VC industry before. DID YOU THINK PE WOULD BE SPARED? Nah. SHALL WE BEGIN?
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Sometimes you lost decades building products just driving eyeballs to marketing ads , and sometimes we see tech leapfrog of decades in years ! Congratulations to @GoogleDeepMind ! Team
We’re bringing powerful AI directly onto robots with Gemini Robotics On-Device. 🤖 It’s our first vision-language-action model to help make robots faster, highly efficient, and adaptable to new tasks and environments - without needing a constant internet connection. 🧵
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It’s so over ! You will have to pay more $$ for owning a car !!
@NatBullard @Waymo In 6 months, Waymo California has basically been able to go from San Francisco Cable Car ridership (~250k/month) to SacRT light rail ridership (~690k/month)
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1. Take a screen recording explaining your app 2. Upload it to YouTube 3. "Build me this” Gemini 2.5’s ability to comprehend video feels straight out of a science fiction novel.
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Community notes FTW
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Growth in India's $60 billion e-retail market halved to 10% in 2024 amid consumption woes: Flipkart-Bain report By @AryamanGupta_
https://t.co/u0dOa98mqY via @moneycontrolcom
moneycontrol.com
Despite the near-term macroeconomic headwinds, the long-term prospects of this market remain strong. India’s e-retail market is expected to scale to $170–$190 billion by 2030, growing at over 18...
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100% - played with it yesterday! Really good
Google's new AI image editing model is going to kill 99% of Photoshop. By just describing your image edit in English, you can: — get passport picture from photo — make me look like I'm on my way to work — decorate this house for me — put these clothes on me — make a map in a
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