AI is more fun than figuring out how to get operating leverage and build route density at a delivery company it seems
Interesting that executives who were brought to scale Instacart left that quickly
Fidji Simo who became the CEO brought in Asha Sharma.
Asha left almost immediately post IPO and went to Microsoft to lead their AI products.
Fidji left to join OpenAI as CEO of Applications.
It feels like at some point, someone will acquire Instacart or take it private.
hyper targeted GTM >>>> volume based GTM
Is it a sales problem? A pipeline problem? A product problem?
Maybe, but chances are it’s an ICP problem.
In the first episode of the a16z Guide to Growth podcast, the a16z Growth team breaks down why your Ideal Customer Profile is the central nervous system of your company — and what can go wrong if you misidentify it, or fail to refine it as you scale.
Featuring insights from @morrisseyjoe, @MobileDataMike, and Mark Regan.
Listen here: bit.ly/4jGAkoF
Krishna Reddy retweeted
We cannot let AI ruin the em dash — one of the all-time best punctuation marks
MSFT has insane leverage in these negotiations - seems like it would take some kind of major early cash payout (could be why they raised so much from SoftBank) or a major Azure commitment from OAI (that would still be incredibly valuable given the cloud biz trades at least 10X revs)
We decided to pivot Exponent AI.
Over the past few months, Karthik and I talked to 50+ sales leaders and reps to understand their deepest pain points.
One thing became super clear:
Teams waste too much time chasing accounts that were never a good fit to begin with.
Poor sales efficiency and increased competition have driven the cost to achieve $10m in ARR up 62% in 9 years.
AI was supposed to help us get more efficient and effective, but so far it's mostly just enabled us to scale up bad process.
Sellers use AI SDRs or cold email systems to "spray and pray," and hope someone in that list is interested in what the seller is offering.
And thats just led to a world where cold email volumes have doubled in the last few years and response rates are down from 7 to 5% (and still dropping).
We know AI can do better.
Exponent AI is now an AI prospect researcher built specifically to help B2B sales teams figure out exactly who they should be selling to and how.
This means:
👉 Extremely specific prospect lists (lookalikes to your existing customers, prospects visibly using competing products on their website, and more)
👉 Deep research to quickly qualify, prioritize, and find angles in your existing account lists
We're currently running proof-of-concept projects.
If you have a tricky list or just want to see how deep, targeted research can change your outreach, shoot me a DM or comment below.
Happy to pull a free sample so you can see it for yourself.
Krishna Reddy retweeted
Distribution Is the Hard Part
Most founders think the hard part is building the product. It’s not.
The hard part is getting anyone to care.
You can build something great. It can solve a real problem. It can even be timed perfectly. But if no one notices, it dies.
This is where most founders get stuck. They think the job is to build. They think if they make something good enough, growth will take care of itself. That’s rarely how it works.
A product without distribution is like a secret. And most secrets never get out.
When founders talk about product/market fit, they often forget the middle part. The part where people actually have to find the thing. Try it. Tell someone else. Come back. And not just because the product is useful, but because they believe in it.
The truth is, most products don’t spread on their own. People spread them.
That means someone has to push. Someone has to tell the story in a way that makes other people want to be part of it. And that someone is usually the founder.
This is what founders don’t want to hear. That they can’t hide behind the product. That being technical or visionary or obsessed with design isn’t enough. That the work doesn’t stop when the code is deployed.
If you’re not doing the work to get attention, you’re betting on luck. And luck is not a strategy.
People say things like “focus on the problem” or “build something people want.” That’s good advice. But it’s not the whole picture. Because no matter how perfect your solution is, it won’t matter if people don’t know it exists.
Distribution is not a phase. It’s not a channel. It’s not a growth hack.
Distribution is belief. It’s the transfer of energy from the founder to the market. The best founders do it relentlessly. They don’t wait to be discovered. They create momentum.
The best ones know: the product is important, but getting people to care is what makes it real.
Krishna Reddy retweeted
Despite losing several million dollars, this has been incredible week for content. I am literally on the edge of my seat waiting to see if China or America will fold first.
T-2 years until SpaceX acquires xAI to own all the "Xs"
Replying to @SpaceXSI
@xAI has acquired @X in an all-stock transaction. The combination values xAI at $80 billion and X at $33 billion ($45B less $12B debt).
Since its founding two years ago, xAI has rapidly become one of the leading AI labs in the world, building models and data centers at unprecedented speed and scale.
X is the digital town square where more than 600M active users go to find the real-time source of ground truth and, in the last two years, has been transformed into one of the most efficient companies in the world, positioning it to deliver scalable future growth.
xAI and X’s futures are intertwined. Today, we officially take the step to combine the data, models, compute, distribution and talent. This combination will unlock immense potential by blending xAI’s advanced AI capability and expertise with X’s massive reach. The combined company will deliver smarter, more meaningful experiences to billions of people while staying true to our core mission of seeking truth and advancing knowledge. This will allow us to build a platform that doesn’t just reflect the world but actively accelerates human progress.
I would like to recognize the hardcore dedication of everyone at xAI and X that has brought us to this point. This is just the beginning.
Thank you for your continued partnership and support.
Feel like I am late to the party, but just got my access to the new 4o image gen model.
Amazing stuff!































