CEO / co-founder @larridin Previously founded / built / sold DynamicSignal & Adify Early at Flycast & comScore Helped Carbon Health, Udemy, TubeMogul, etc...
California
- Tweets 29,295
- Following 3,080
- Followers 7,521
- Likes 383,663
Pinned Tweet
The biggest problem holding back AI right now: cost is exploding, and almost none of it is tied to business outcomes.
We all know SOMETHING great is happening. Nobody's quite sure what.
Today we fix that — introducing Larridin Token Spend & Insights.
larridin.com/blog/token-spen…
39
36
217
2,017,321
Is there somewhere I can bet that, within the next 2 years, some Senator will want to outlaw data centers in space because it is taking away an important source of property tax revenue for local communities? And he will announce it standing on stage with mayors of communities who had worked to block data centers in 2026 / 2027?
Breaking News: Google is planning to launch an experimental satellite into orbit in Big Tech’s first move toward A.I. data centers in space. nyti.ms/3V08lJo
1
2
5
679
Extremely excited for my friend @gaganbiyani! The Horowitz Andreessen Academy has a chance to meaningfully impact the evolution of education, something Gagan has been working on for almost 20 years!
Good luck on your partnership with @bhorowitz, @pmarca & @a16z!
1
1
15
4,577
Was the @AmericanAir flight delayed 3 hours with basically no communication? Yes!
But, was the food on the plane also disgusting? Yes!
But, was the WiFi expensive and slow? You won’t believe this, but ALSO yes!
Astonishing how much worse it is vs United on my flight out…
3
15
1,436
I did have one of my wisdom teeth pulled without any pain meds due to an infection. It was EXTREMELY painful. 0/10. Would not recommend.
2
11
1,503
Odyssey was excellent
Spider-Man was excellent
But Mutiny is the movie of the year. A masterpiece.
5
9
1,950
I think @rodriscoll nailed the math here for CFOs. AI is the fastest growing OpEx line item CFOs have seen in their careers. It, alongside the the rest of the software stack has to be audited.
At @Larridin we are seeing millions in AI spend optimized each year across our customers. The next AI category isn't another model, it's audit, measurement and optimization.
What do you cut, what do you fund, where do you train and what do you scale...
Companies are starting to think about next year's AI budgets, and the big question is what happens to overall spending. There are two forces at play.
1. There are maybe 5% of companies who tokenmaxxed earlier this year and are now “tokenminimizing” like crazy. Coinbase is the poster child here and is pointing to a 50% reduction in spend from the peak.
2. And then there are the toedippers, the 95% of companies who have just started on AI. If even 25% of those companies start to expand, their growth will swamp the reduction from the tokenmaxxers.
Tokenminimizers vs toedippers will be what decides FY27 budgets.
1
3
688
Everyone loves @meetgranola (nice work @cjpedregal) so I thought it would be interesting to share some data we see from people using it most effectively!
With Larridin data, we found that 84% of Granola users don’t use Granola, or any AI-powered tool, for meeting follow-up. But heavy Granola users, who do use Granola for follow-up, are 27% faster than light users.
And they have less friction, because all the work is done in one tool. Larridin customers can see that there’s a training opportunity here: They can get more work done, faster, by using Granola’s full capabilities.
4
539
Russell Fradin retweeted
AI is still unevenly distributed.
With the same company, tools, and prices, the gap between the curves is skill.
AI spend alone can't tell you much about productivity. Spend and output only correlate for AI-native engineers and with equal spend, deeply AI-native engineers ship about twice as much as partial adopters.
We also see that while partial adopters see real returns, marginal payoff drops by about half once spend passes ~$600/week. Meanwhile, the deeply AI-native cohort hasn't hit a ceiling where more spend is less productive (marginally or effectively).
And for low-AI teams, extra dollars buy activity without output.
Today the spread between AI-native engineers and everyone else is ~2x at equal spend. The data suggest that gap is not done widening.
cc @rfradin @jlarrison @aktwits @Larridin
2
2
9
613
We see usage for 1000+ AI tools. Shout-out to @sanaLabs and CEO @joelhellermark. For employee self-led training sessions, Sana cuts completion time by more than half.
Larridin customers see how it all works: workflows with and without Sana in them, and Sana making a big difference.
1
5
509
This is excellent
"That logo you’re chasing is costing you your market."
"Every AI founder believes they’re inventing the future. And they are! But your buyer doesn’t purchase the future; they purchase either proof or math."
"If they need proof, go win the logo that gives it to them. If they need math, get on a plane and show it to them before your competitor or the incumbent does."
"The founders who get this wrong won’t fail because they built the wrong product or picked the wrong strategy off a menu."
"They’ll fail because they never asked which game they were in, and in a market moving this fast, you only get to ask it once."
a16z's Joe Schmidt and Julian Marx on the two GTM playbooks for AI companies selling into the enterprise: a16z.news/p/lighthouse-or-la…
3
905
Russell Fradin retweeted
We're growing our investment team at Gradient! If you're looking to invest with the best in seed-stage AI, apply through the link below or ping me directly.
1/ This is one of the most unique times to invest at the seed stage: Capital is everywhere and software has been mostly commoditized.
5
14
98
63,762
Do you think the people who built Zelle feel bad about themselves? They don't sleep well at night, right?
If you imagine the Messi of product design and implementation, the Zelle team is the opposite, right?
1
4
344
Satya Nadella said something in a Stratechery interview that I wanted to pass along.
"The future of a firm, at a foundational level, will have human capital and token capital."
Human capital we understand. We have been investing in people for a century. Hiring, training, measuring output, paying salaries.
Token capital is the new one. It is the value an organization builds when AI use becomes repeatable, measurable, and tied to actual work. Not just consumption.
Accumulation. Prompts that get reused. Workflows that compound. Productivity gains that stick.
Nadella is not talking about spending on AI. He is talking about building with AI. Those are different things.
One shows up as an expense. The other shows up as an asset.
1
7
413
Russell Fradin retweeted
Eren Bali has all of the attributes we seek in a Lux founder. Brilliant, resilient, clever and imaginative…and someone who will jump right back up after getting knocked down. Eren grew up in a remote Turkish village, won an IMO medal, made his way to Silicon Valley founding two large businesses (Udemy + Carbon Health) and is now back at it again to build a generational company with @edouardtabet + @akbal_m
It's time to get out of stealth 👋
Today, we are launching @monogram_ai and announcing our $40m seed round led by DST and Lux Capital.
Monogram is the first AI app that was built around a visual interface, from the ground up.
We created a technology that generates an entire user interface on the fly, in just a few seconds. Ask anything, and instead of staring at a wall of text, you get an interactive visual response.
2
7
69
18,713
We showed @monogram_ai on stage for the first time at the Human In The Loop event a few weeks ago.
If you only have 58 seconds, this video should give you a good idea of what we’re building.
22
16
290
55,259
Very excited for @erenbali and the @monogram_ai team! Check it out.
It's time to get out of stealth 👋
Today, we are launching @monogram_ai and announcing our $40m seed round led by DST and Lux Capital.
Monogram is the first AI app that was built around a visual interface, from the ground up.
We created a technology that generates an entire user interface on the fly, in just a few seconds. Ask anything, and instead of staring at a wall of text, you get an interactive visual response.
2
878
