Akshay Budhkar
@BudhkarAkshay
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Building @Spine_AI (YC S23). AI research you control, for reports that actually work. Prev @ Georgian, FarmLogs (YC W12), Scribd (YC S06).
San Francisco
Joined June 2018
Rivals unite: Amazon + Roku will now reach ~80 % of U.S. CTV homes. Roku gets premium demand for 81 M users; Amazon adds reach to a $50 B ad empire. Early pilots: 3× ROAS | ‑30 % ad freq. Huge squeeze on The Trade Desk. Full @Spine_AI breakdown👇
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Disney + Universal just hauled Midjourney to federal court. This isn’t about protecting Mickey—it’s a direct hit on the “train‑on‑everything” playbook that built Gen‑AI. • $150 K per image statutory cap. • Midjourney’s $300 M ARR on the line. • Gen‑AI lawsuits up 23 %
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Meta's $14.8B move on Scale AI isn't about data labeling. It's about securing their own private oil field to fuel Llama 4 and pressure competitors like OpenAI who rely on the same resource. This deal creates a new $30B+ valuation benchmark for the data that powers AI. It’s a
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A quick thread on the AI Chip War in 2025. It’s not just one battle. 1/ Nvidia: The undisputed king (92% market share). Their moat isn't just hardware; it's the CUDA software ecosystem. Their strategy is to defend the kingdom. 2/ AMD: The challenger. Their strategy is a direct
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Anduril's secret weapon isn't their drones, it's their P&L. They're posting 40-50% gross margins in an industry that accepts 8%. And they're shipping in 18 months, not 7 years. It's a complete business model disruption disguised as a defense company. We synthesized 100+
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RT @ycombinator: "Deep research" AI falling short? Spine Research (@Spine_AI) puts you in the loop to guide, iterate, & build a comprehensi….
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Imagine quickly analyzing "how a new drug pricing order could reshape the market" (, or "US-China trade talk impacts on Startups" (, and then evolving that understanding live. That's Spine. Incredibly proud of the whole @Spine_AI.
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With Spine Research, YOU are the pilot. It's truly iterative deep research: . ✅ Guide from the Start: Go from prompt → live, editable research outline → polished, sourced report in minutes. You steer the AI before the heavy lifting. ✅ Iterate, Don't Redo: Select any part of.
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🚀 SO PUMPED to finally share what we’ve been building at @Spine_AI ! 🚀. Like many of you, I’ve found "deep research" with today's AI tools often frustrating: generic summaries, little control, and if it misses the mark? You’re back to square one, rerunning everything. 😫. We
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The 'aha!' moment in deep research often comes after the first draft. But then the rework. 😩 So much time lost re-digging and re-synthesizing when you just need to tweak or deepen one specific section. Is this just me? #DeepResearch #MarketResearch #Productivity.
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Been building in voice AI since 2016—sign language to speech, Alzheimer’s detection, dementia chatbots. And @sesame feels like the GPT-3 moment for speech. Its ability to hold a conversation is next level. Huge kudos to their team 🙌.
sesame.com
At Sesame, our goal is to achieve “voice presence”—the magical quality that makes spoken interactions feel real, understood, and valued.
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RT @ycombinator: YC S23's @Spine_AI creates reliable AI data analysts that know your business. It captures and embeds your business context….
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RT @garrytan: Original founders of Y Combinator dropping knowledge bombs at S23 dinner @paulg @jesslivingston @tlbtlbtlb .
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RT @ycombinator: Welcome to YC, @BudhkarAkshay, @AshwinVRaman, and @Spine_AI!. Spine AI (YC S23) helps companies build and integrate AI cop….
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Embracing AI copilots, like @Shopify's new Sidekick, is the future of B2B products. This leap beyond traditional UI amplifies what users can accomplish. Want to build your own #AI copilot to elevate your UX in a seamless, efficient manner? Check us out: �.
getspine.ai
AI research designed for building understanding iteratively.
I've got something very exciting to announce: . Entrepreneurs are heroes, and every hero needs a Sidekick ✨
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🚀 This is just the start. We have feedback built-in so search & LLM models will get better over time! 💡We want to enable companies to embed Spines on their products 🌟 Let us know where you might want to use this, and we are here to help! 😊 (5/5).
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🎉 No sign-up needed to explore our 3 demos, one that takes public guides from @deel and @HeyOyster: ask about hiring remotely globally, and 1 that covers intriguing insights from the @theallinpod crew — @jason, @DavidSacks, @chamath, @friedberg & @altcap.
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