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Jaya Gupta
6,274 posts
Jaya Gupta
@JayaGup10
tweets about AI and other fun stuff. currently @foundationcap; wrote the context graph paper.
previously McKinsey, @georgiatech, @stackfolio (acquired),
San Francisco, CA
Joined January 2022
This is actually so rude wtfif you raise $61M maybe hire attractive people for the demo
- "Service as Software" is Silicon Valley's hottest buzzword right now. Everyone's talking about SaaS becoming service providers, but no one's explaining HOW. The answer? After 6 months of research and 100s of startup conversations, we have the answer: Systems of Agents. We're
- Indian mom vision: reading Mira Murathi instead of Mira Murati
- SAP, Oracle, Salesforce are about to become this generation's Kodak. Not from better features. Not from the cloud. But from the sudden realization that its core assumption - humans must translate their work for computers - just became obsolete. Every major enterprise company
GIF - We at @FoundationCap believe there is $4.6T of work to be automated. AI companies are leading a transition from Software-as-a-Service to Service-as-Software, turning the table on the very essence of SaaS. We look at the areas to be automated in two buckets: 1.) Salaries of
- nothing is better than the 3 Indian uncles making their rounds at the Databricks conference booths and saying “bakwaas” in Hindi to each other after the booth person finishes pitching them
- Systems of Agents will become the new source of truth for enterprises. As they capture and act on information at its source, understand the full context of business communication, and continuously learn from every interaction, they'll generate richer, more accurate data than
- Prediction: 30% of OpenAI talent will remain at OpenAI 25% of OpenAI talent will go to Google, Anthropic, Cohere 40% of OpenAI talent will go to Sam Altman NewCo 5% of OpenAI talent will leave and start a new company
- why did finetuning as service never take off
- AI has given venture capital a new way to repeat an old mistake: kingmaking. The pattern from 2021 is back: a category becomes "obvious," a top-tier firm anoints its winner, and everyone else acts like the decision is final. Sierra for support. Harvey for legal. Applied Compute
- AI-companies in 2023: 1.) Make a demo of a small feature / widget 2.) Tweet demo 3.) Pray it goes viral 4.) Get VC inbound 5.) Convince them its defensible from what OpenAI, plug ins, and incumbents 6.) Raise 7.) Get disrupted by incumbent 8.) Pivot
- Rakhi 2023: When your brother is a founder and you're a VC, the sacred thread gets upgraded to 0.5% equity.
