Tanay Jaipuria ✓
@tanayj · New York · joined 15 Oct 2008
partner @wing_vc investing in AI applications, infra and physical AI. opinions, analysis, and banter on technology and business
77 428Followers
5 171Following
19 147Posts total
158.4KViews on collected posts
Ultimi post
Cerchiamo nuovi post…
@tanayj Even if you very generously comp the hardware revenue to e.g. Garmin (6.1x) and the software revenue to best-in-class consumer (10x) you don't clear the last round price with these numbers. If I had to guess, I would estimate it trades around ~$9bn at lockup expiration.
267 views · 4 likes
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@tanayj guess women prefer rings while men prefer bands
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@tanayj One bit I don’t like in there is the 80% being hardware sales. Due to that I doubt they’ll ever make these more sustainable. I’m on my 4th ring now in nearly 8 years and frankly I wouldn’t have bought as many if the battery wouldn’t keep dying within 1.5-3 years.
1.8K views · 7 likes
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@tanayj How much of this is boosted from Amex partnership that'll probably churn?
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Oura just filed their S-1. Some notes:
- $1.21B revenue in the 9 months to June, +74% y/y
- Hardware was 80% of revenue, membership 20% (growing +121% y/y)
- 5M paid members up 2x y/y
- 55% blended gross margins and $60.8M net income
- Members wear the ring a median of ~23 hours
71.6K views · 325 likes
· 13 reposts · 17 replies
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Two easter eggs in the $12,930,300,000 price NVIDIA is paying for Hugging Face:
- 129303 is the Unicode code point for the 🤗 emoji (U+1F917)
- #129303 as a hex color is (very close to) the Nvidia green
4.4K views · 32 likes
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Todd McKinnon of Okta on the current state of Enterprise AI sales:
"Our biggest competitor is confusion. We're competing against confusion. So our solution has to be clarity. Customers are confused because there's so much excitement and so much opportunity in AI... they have 17
19.6K views · 181 likes
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Interesting chart from @emergencecap on public market performance of seat-based vs consumption-based software stocks https://t.co/FK6VKlo0FZ
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Fun to sit down with @mehul to talk through his hard-earned lessons from the @maticrobots journey from ideation to deployment in over 10,000 homes
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Benioff making the point that even AI companies aren't trying to vibecode Salesforce away:
“9 out of 10 of the top 10 AI companies in the world use Salesforce and Slack… they’ve increased their spend with us by 435% year over year.”
15.2K views · 170 likes
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@tanayj Mainframe vibes, throwing shade at microcomputers.
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@tanayj It could just be early but honestly nobody knows. The newspaper analogy is often brought up and might be a good analogue to software. The Mosaic browser shipped in 1993, Craigslist launched in 1995, and yet US newspaper ad revenue continued to grow and peaked in 2005 at $
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@tanayj i think the 2 biggest reasons for why is:
1. we CAN build this internally ≠ we SHOULD build this internally
2. replicating only 95% of the thing internally turns out to make it 100% unusable in practice. and the 5% of optimizations (and maintenance) you never really do
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Benioff opened Salesforce's earnings call by saying "this nonsense of this SaaSpocalypse, I think it's time for it to stop."
None of the doomer predictions have been true for Salesforce:
- Seats would decline → sales, service and Slack seats all grew
- Customers would leave →
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Nvidia approximate revenue per gigawatt of data center:
- General purpose computing: ~$3-5B
- Hopper: $18B
- Grace Blackwell: $25B
- Vera Rubin: $40B
Jensen believes it'll go even higher over time
7.5K views · 119 likes
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Rispetto ad account della stessa dimensione
15 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. copertura nella norma per la sua dimensione, reazione più debole della media.
Visualizzazioni mediane3 089questo account924mediana per 10K–100K
Copertura, %3.99%questo account3.62%mediana per 10K–100K
Interazione, %0.92%questo account1.52%mediana per 10K–100K
| Metrica | Questo account | Mediana per 10K–100K | Rapporto |
|---|---|---|---|
| Visualizzazioni mediane per post | 3 089 | 924 | 3.34× |
| Copertura (visualizzazioni ÷ follower) | 3.99% | 3.62% | 1.10× |
| Tasso di interazione | 0.92% | 1.52% | 0.60× |
Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
23.8K31 Aug
654
2.2K
445
15.2K2 Sep
3.1K
6.3K3 Sep
19.6K
4.4K
71.6K
1.1K
1.8K
2954 Sep
267
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.93%31 Aug
0.92%
1.97%
0.22%
1.27%2 Sep
0.62%
0.98%3 Sep
1.03%
0.89%
0.51%
0.88%
0.45%
0.68%4 Sep
1.50%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes66.1%1 141 in total
Reposts4.6%79 in total
Replies4.6%79 in total
Quotes1.3%22 in total
Bookmarks23.5%406 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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