Arun @arunsdevine

5/ The hard part: initial scale built in India is often not an asset but a liability. It tethers your thinking to being incremental from what you've already done at home.

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Arun @arunsdevine

2 months ago

@ponnappa Sir its entirely due to MSFT's trust esp around InfoSec++. No one else comes close.

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Royal Challengers Bengaluru @RCBTweets

3 months ago

Ee Sala Nu Cup Namdu! ❤️‍🔥🏆 Welcome to the RCB Era, ladies and gentlemen! 😎 You waited, you believed and you stayed… this one’s for you again, 12th Man Army! 🥹❤️ #PlayBold #ನಮ್ಮRCB #IPL2026

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Episode 3. Rev Rec series. CFO: $5K Jan credit. Controller: $100 → $150. Sales VP: $8K discount. Audit: 15% constraint. Variable consideration overrides, governed. ASC 606-10-32-5. Cadel reads. Classifies. Reallocates. Posts with email cited. Inbox → GL.

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Arun @arunsdevine

3 months ago

@reddy2go @ponnappa Right. We are no #5 defence budget in the world apparently and are an importer for high end stuff.

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Arun @arunsdevine

3 months ago

@ponnappa @reddy2go IMO requires defence procurement as a sort of a guaranteed buyer of indian advanced tech. we seem far from that. its a better indicator that $4T GDP

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Arun @arunsdevine

3 months ago

@ponnappa People think lower r&d cost is the saas disruption (vibe code crm over a weekend etc). The actual risk is the end of the recurring revenue pricing model which was just a decoy for cloud penetration.

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Arun @arunsdevine

4 months ago

@harshilmathur @levie It’ll also mean we move away from recurring billing to up front + maintenance models again in enterprises?

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Arun @arunsdevine

4 months ago

Anthropic investors seem similar to ETH investors during peak crypto cycles where the entire point of apps above them is to enable extreme value capture at ETH layer.

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Arun @arunsdevine

4 months ago

IT budgets of medium growth firms like BFSI are $1T+ and they don't operate on an ARR model - they hate variable costs. So much of this ARR + token spend is indistinguishable from crypto circle jerk

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Arun @arunsdevine

4 months ago

If I am building an AI App, my incentive is to spend the least in token cost on COGS not the most. And be generous with R&D spends [i.e. token budgets for teams]. Also, ARR is also a terrible metric - it forces one to underwrite the buyer's business' and hence become a quasi-VC.

Hemant Mohapatra @MohapatraHemant

4 months ago

Some solid Q&A on seat vs usage vs outcome pricing for AI. Clearly, no perfect answers but it def made me fine-tune my POV. Views: > marginal cost of s/w = 0; marginal cost of AI is not. That alone implies you HAVE to find SOME way to correlate price to usage/COGS. > "but AI labs