Managing Partner @Aheadvc. First checks in AI infra, voice, physical & vertical AI. 60+ investments. @_groww pre-seed→IPO. Founded Mygola (acq. MakeMyTrip).

Palo Alto
"I am willing to take as much time as needed between projects to find my next thing. But I always want it to be a project that, if successful, will make the rest of my career look like a footnote." words to live by, thanks @sama
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TIL Claude and ChatGPT are not available in Hong Kong. Gemini works well, though. The distribution power that Mag 7, Google specifically, has built is fearsome. In the heart of Silicon Valley, product innovators can play the better product game because there is full access and openness to try new things. The rest of the world is complex and motivated in very different ways. Good to step out of the bubble from time to time.
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My (tiny) favorite workflow with Instinct is this. Take a screenshot of a chat where I’m discussing a meeting with someone. Send the screenshot to Instinct and ask it to send the invite. It figures out the times, the place and the person and sends the invite. Simple but delightful!
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This is exciting! David Fincher is directing a Tarantino screenplay...and the trailer is set to Black Dog by Led Zep! Perfect combo, no notes.
Netflix
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I love hosting small events! For deep conversations and real connections, nothing works quite as well. Last week we hosted 30 leaders from the top tech companies on the beautiful Stanford campus, and it was a blast. People from OpenAI, NVIDIA, Mercor, Snowflake, Google, Meta and more. In a candid and fun fireside chat, @vivek7ue shared deep insights on how AI is reshaping enterprises and how work gets done. In fact, AI is redefining what work itself is. Thanks for the time and the insights, Vivek. Agents might be coming for all of our jobs, but they cannot replicate this.
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Did a 1000 mile roadtrip last thanksgiving in the model y and exactly the same experience. Tesla FSD is another category altogether from all the other cars.
I just bought a new Model Y and can confidently say cars and Teslas are no longer the same product. A car is like a pony or horse. I still like driving a stick shift, it’s fun! Tesla with FSD is a transportation robot. I had one of the first Model 3s in 2017. FSD was basically slightly better cruise control. Great on the highway. But honestly felt oversold. So I have been driving a BMW for the past 3 years. Great horse, fun to drive. But tried FSD recently and holy shit — it’s a personal Waymo. Works perfectly. I just went to the Fremont factory to get my new car, entered my address 30+ mins away, pushed a button, and got home without doing a thing. I don’t think most people realize how good this is, probably because they only experienced an early version previously. This is 1000x better. Metaphor for AI writ large. Like trying GPT 3.5 and thinking it’s cute and hallucinates, and dismissing it…while Astra launches in 2026 and is orders of magnitude more capable.
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This is so good but bay area has a lot of diversity. So here goes the bay area rich :)
One-shot on Astra, nailed it "Add San Francisco to this as a 3rd panel"
Made with AI
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I wouldn’t be surprised is Meta acquires instinct for $10B next month.
Introducing Muse, the personal agent that understands your goals and works 24/7 to get things done for you.
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AI took over & recreated artists' work, their art, their words. Now artists recreate AI creators' life, their work. The dance continues.
First trailer for Luca Guadagnino's ‘ARTIFICIAL’, starring Andrew Garfield as Sam Altman. The film follows the story involving OpenAI focused on the firing & rehiring of CEO Sam Altman. In theaters on December 25.
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Instinct + Stripe payment integration works amazingly well! Tried it out to buy a shipping label. Quick integration with very well done payment authorization. This was the right combination of ease and trust. Hope to see many agent builders implement this. So well done @noahrshinn!
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Prateek Sharma // Ahead VC retweeted
Replying to @prateeks @aheadvc
Thanks for believing in us from Day 1!Incredibly lucky to have you backing us
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Prateek Sharma // Ahead VC retweeted
Excited to congratulate you both in public - Manas & Samarth! You looked farther into the future and built an amazing product at Kairos. Happy to have been a backer from day 1 !! Now I know who you reach out to reset my Codex limit when I run out of tokens :) @aheadvc
Update: Samarth and I have joined OpenAI. We started Kairos with a dream that felt too big to say out loud: a personal AGI for everyone. Excited to keep chasing that dream inside Codex and ChatGPT.
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Incredible work from Dr Fei Fei Li's @theworldlabs Fully reminds you of Neo dodging bullets in the Matrix. Brave new world!
@drfeifei uses folding laundry as a prime example of how difficult everyday physical tasks are for AI because current AI lacks true spatial intelligence. Atlas is a world model that takes a BIG step towards solving that problem. We filmed this with her using just a couple of phones on tripods. Atlas reconstructs the scene from those few views, so you can stop time and move the camera to a spot no phone was filming. Atlas fills in the parts none of the cameras filmed. The Matrix needed a rig of a hundred cameras for this. We did it in an office, in like...10 minutes.
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What happens when we surround ourselves with AI?
Carl Jung was so real for this.
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Amazing storytelling about the OpenAI - HuggingFace incident. Dwarkesh is the Oracle in this Matrix that we find ourselves in. Where are Neo and Agent Smith?
Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes. This culminated in the third one taking over part of OpenAI itself. All this happened while humans remained more-or-less in the dark about the scope of the conspiracy. I’ve spent the last three days reading through these reports and trying to understand exactly what happened. Here is my attempt to tell the whole story in plain English: dwarkesh.com/p/openai-huggin…
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The digital world is being rebuilt to be agent-first. UIs are changing into CLIs. Love it that akta.pro is leaning into this and building private market data that your AI agents can use. 20M+ companies. 70+ fields per company. 100+ event signal types on top: funding rounds, exec changes & more. Excited that they are #1 Product of the Day on Product Hunt today, and very happy to be an investor. Fantastic work @SiddhantMasson and @saswat_89 ! producthunt.com/products/akt…
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Every few months, someone comes up with a version of this tweet. Every few months, they are wrong.
For years, the advice was to move to San Francisco if you wanted a career in tech. That advice is now wrong. New York has become the most exciting place in the world to build. A few reasons why: 1. The AI labs are here. OpenAI, Anthropic, Google, and hundreds of others all run meaningful operations in NYC. You can now build a serious frontier-tech career here without giving up anything. 2. Every major industry lives here, and so does its AI counterpart. New York doesn't only have "tech," but finance, media, advertising, fashion, healthcare, real estate, law, and commerce too, with their applied-AI layer counterparts being built on top of each one. 3. The talent pool is unlike anywhere else. SF gives you engineers. New York gives you engineers, plus world-class designers, salespeople, bankers, marketers, operators, creatives, and media people, all at the top of their fields. Companies will need all of them. 4. People actually want to live here. New York is unlike any other city with its density of restaurants, art, nightlife, fashion, and media - and the people working across these sectors. If you're building something and you're more than just tech, I'd argue there's only one city for you right now.
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Have to hang out at Cafe Venetia more!
ran into the legends @JeffDean @Sanjay_Ghemawat at a little coffee shop palo alto supremacy
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This is why @WisprFlow is a $2B company. Because the behemoth that Apple is, it can't be bothered to make a feature work. More power to startups!
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