The Ledger, every show

“If you think of bot detection and Cloudflare and all of these things that they talk about, like they sometimes go on soapbox and saying, we are guarding the internet. We are keeping the bots away. It's all bullshit because What they're actually doing is preven…”

“Now think about the implications on commerce, branding, web. Companies where brand itself is the entire business. All of that vanishes.”

“Agents are approximately 28. By some counts, approximately 43% of the internet traffic right now are agents.”

“I hate to make predictions, but I do not think we are talking about multiple years, probably two years, but in the next 12 to 24 months, there will be significant movements in autonomous robots. I mean, the amount of work that is being done here, and one of th…”

“You will build a software app that you and your wife and your family might use three times, and that's it you'll never use again, because the cost of building software will be so close to zero, which means that the process of building software also will be don…”

“92% of AI companies are failing.”

“My company used to have around 83% of the company engineers were cursor, today it is like less than single digit.”

“92% are failing right now, and it is only going to get worse because more companies are getting founded, a rate of change is increasing, and frontier models are coming and just swallowing, and SaaS companies aren't going to lie down and take it, which means th…”

“In the old world, everything I just said is on people. It's on the salespeople and the delivery of customer success people. I do not accept that in the new world. Everything should be a product problem. You show me a problem in a company, I will tell you how i…”

“For example, coding. Anthropic has gotten the best model. Now, OpenAI is trying to catch up. But when it comes to reasoning definitely OpenAI models and Google models are better. Imaging like Anthropic sucks.”

“That Frontier framework is, to me, one of the most exciting framework for the intranet. Because it actually talks about context and semantic layer in a way that if you get it right, it will wipe out a whole suite of products out there, because it is the best a…”

“Today, Nutanix will be nothing if we did not make that decision early on, that we will build our entire product on the Hypervisor.”

“Potential for between robots, devices, and agents, it is going to be trillions. An order of magnitude more users are going to come to internet.”

“The reason why consumer-based agents are not ready to go is because it still assumes humans are watching and human will correct.”

“Like growth business that they do will put all enterprise into shame. It is a very different type of skill and science.”

“Sales is like a mercenary profession. It's one of those jobs where you hire people and fire them every 90 days if they don't produce and there is no place to hide. Like if your software code didn't release on February first and slipped by a week, nobody gets f…”

“If you're a decent AI company with a good team and good funding, chances are pretty much every large enterprise will do a free POC or maybe even do a pilot, a paid pilot. But do not think that that means you landed.”

“The simplest thing is you also don't get promoted for buying IBM. And this is the same thing applied to, you know, Salesforce and all of these companies now. They're all like safe choices.”

“I always say developers are the most disloyal users there are. And they're also constantly trying to see if any product tried to keep them without portability, they will also not use that.”

“Developers are going to think, just like CPUs used to be like so Intel inside, and now nobody cares. I think models will become that.”

“I genuinely believe that marketing is the hardest thing to do in today's world. And it is probably going to be one of the highest in demand skill.”

“Nothing of values ever created until it is sold. I mean, it's such an important thing. You could be a profit or nonprofit company. I don't care. You are selling and any engineer who thinks selling is beneath them. Any marketer who thinks my job is top of the f…”

“If you are designing something, you need to make sure, is it going to help me sell? And if it is helping sell, does it expand? Does it expand? Does it cross sell? If it cross sell, does it upsell? A product manager who doesn't think that way is useless in toda…”

“These are the kinds of places where agents are already making a difference because imagine taking 10,000 of this parallel transaction and the entire workflow around preauthorization. Is deterministically executed, and that is important because it can't have er…”

“What makes it noble in my mind is are those companies where they feel like the sales team feels like they're not alone in the trenches. When the bullets are flying, the competition is trying to kill them. The product team is with them. The engineering is with …”

“I mean, look, I'll tell you, Europe is pretty slow. Siddhartha Ahluwalia: Yeah. Sudheesh Nair: But the US, absolutely.”

“If you really boil everything down to why people buy it, buy three things. They buy time, they buy money, and they buy promotions. It's that simple.”

“Product market fit doesn't fall from the sky. Product market fit is something you have to earn every day. So what I like to think of it is as we are building a company that hopefully last many decades, but the problem that we are solving is a moving target. So…”

“I've realized that if I give off 10% vagueness in my communication, by the time it actually get to action, that is probably augmented itself to 50% lack of clarity.”

“What he did do is stand up an entire data center and, you know, work with NVIDIA and get all the chipsets necessary to go stand up something in eight months, which Mark Zuckerberg himself said that he thought it'll take three years.”

“Thailand pound for pound happened to be one of the most profitable regions for us. Why? Because Cost of living and cost of doing business is low, and people are willing to spend.”

“The VC money that we raise is not coming from fat cats. It is pension funds. It is university. It is teachers union. These are for our case, you know, so it is our responsibility. This is not like money that we just burn and then, you know, no, no, no blame.”

“What we are doing at Tinyfish is, we think there has to be an abstraction layer built. For the same web, but this is only has one persona to think of, which is how do agents, robots, and devices will interact with, how do they need an operational internet that…”