An exciting day for the @zetwerk team.   Eight years ago, @acharyaamrit and @srinathramki set out to restructure global manufacturing around reliability.   Today, Zetwerk is going public with the same commitment to on-time and in-full delivery. When a customer’s order arrives in full on the date promised, the many years of waiting on suppliers shrinks and once scattered capacity becomes plannable.   From a young marketplace to a manufacturing ecosystem now serving customers in 29 countries. Congratulations on the listing Amrit, Srinath and team! @LightspeedIndia @lightspeedvp

Visited Dubai and experienced our rapidly scaling deployment with @WeRide_ai - we are now at nearly 100 fully driverless vehicles in the UAE and scaling to double that by year end. Looking forward to launching in Madrid next month - initially with safety drivers, but soon with a similar experience - fully driverless and with a dedicated autonomy tier in the app.

Public investors see the supply side of AI (the chips and the hyperscalers), and little of the demand side, because the demand lives in private companies (as my colleague @jrichlive often says). Since April, token usage on @Vercel's AI Gateway has grown almost 8x, and spend more than 3x’d. Prices fell by more than half during that time, and developers bought nearly eight times as much. In 30 years, I haven't seen demand like this.

I just stepped out of Legora’s NYC office. Hard to describe how special it is to see hundreds of people working on something that Max, Sigge, and Jake once only had each other to believe in. They will win this and everyone who doesn't know yet will know soon. And they're hiring for all roles in NYC but especially engineers and product. legora.com/careers

10 years ago, on FinTwit: - John Malone is the best "Outsider CEO" - Valeant Pharmaceuticals trades at low P/Adj CF - Which country might do the next "Brexit"? - Tesla is a fraud - Oil stocks are going to come back... eventually

Tomorrow. By @blakejharrisNYC