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Deedy

@debarghya_das

Founding engineer at @glean. Formerly @Google Search. @Cornell CS. Tweets about tech, immigration, India, fitness and search.

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With AI now being able to - text like the same human - generate pictures of the same human - generate audio like the same human - listen like a human Is technology able to digitally immortalize our dying loved ones now? _____ A rant about how cool but scary AI is today

Begs the question, how much does the lack of linguistic / racial / accent diversity in training data set people back? If you're not a native English-speaking person, you're probably not going to be one of the first beneficiaries of such tech.

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$6.4B Indian credit card payment app CRED will probably never make as much money as it raised! - Raised $800m since founding in 2018 - $48m rev with $156m loss in FY22. Spends $4.25 to make $1. - Valued at 133x rev multiple Easy to build brand, hard to build business.

I wonder how these startups can keep fueling a 400%+ revenue growth while trying to cut costs which increase at 200%+ YoY. With unproven unit economics, and a tiny addressable market size of high credit Indians, I can't see how!

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Good products are not always good businesses. Good businesses are not always good products.

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The top 100 paying companies in the US by raw salaries are concentrated medicine, law, tech and finance. It's no surprise that ambitious people flock to these disciplines.

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Mamaearth, a Sequoia-backed Indian D2C skincare brand, is looking to IPO in 2023 at $3B with $130m rev FY22 and $3m profit at “10-12x forward rev”. Warby Parker, a D2C US eyewear brand has ~$550m rev at $1.56B, a 3x multiple. D2C business with a SaaS multiple. Not great.

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Elon's public image has really smeared the public perception on Tesla vehicles. So far, many say: - The EV space is so much more competitive - Tesla interiors suck. And man, those panel gaps! - FSD is a complete lie I love cars, and here's an (unbiased) take on Teslas. 🧵

Why are Teslas so hyped anyway? Tesla built the world's first sexy usable EV. With a sprawling supercharging network, record-setting acceleration, a generational shift in car software, and fun quirky features, Tesla made EVs desirable with the Model S in 2013.

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Everyone knows about the Ukraine war but almost nobody knows about the war in Yemen. Tells you a lot about how media works. Money talks.

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All That Breathes (2022) is a breathtaking documentary and the only Indian film to win awards at Cannes and Sundance! Move over, Bollywood. It depicts the unconventional story of two brothers in Delhi who rescue and heal injured kites (birds), exacerbated by air pollution.

It's not just a idyllic hagiography of two magnanimous heroes, but a picturesque journey into the decaying ecology of Delhi. Despite being encumbered by financial hardship, the two have dedicated their life to a noble yet unlikely cause because they felt compelled to.

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An undergrad degree in the US costs $300k. 10% of the class at elite colleges are international students. Financial aid is limited. Claims are hard to verify. Apps are wrought with falsified grades, self-written recommendations and purely fake hobbies. Many are filthy wealthy.

A 10% stakeholder in Byju’s, Prosos, just marked it down to $6B, a 75% drawdown. 2 months ago, I’d said late stage private valuations would see a crunch and predicted 84% or $3.8B. Public market drawdowns will find it's way to late stage private startups with low revenue!