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Krish (@thisiskrish) profile picture

Krish

@thisiskrish

SS&O + BO&PA @Amazon, Ex-PM @Gemini | ☕, 🏀, 🎶 | Brewing... || Views my own.

Joined March 2013
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Growth in Agentic GMV penetration will be the tell if consumer assistants are truly working
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Harley Finkelstein (@harleyf) profile pictureHarley Finkelstein
@harleyfSep 28
Last week: Shop Pay in Muse. This week: Shop Pay in Instinct. Shop Pay is a trust marker for both merchants and shoppers. It should work everywhere people shop, and we won't stop until it does. Can't wait to see where we are a week from now. This team doesn't stop.
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Muse winning. Expected. 🤷‍♂️
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dasmer (@dasmersingh) profile picturedasmer
@dasmersinghSep 15
We just integrated AssistantBenchmark.com into textstore.ai. Every benchmarked agent now shows its Assistant Benchmark score and public-opinion rating directly on its profile, making it easier to separate signal from noise as ~20 new agents launch every day! @DavidPawlan and the Assistant Benchmark team are absolutely crushing it manually testing and comparing agents ⚡️
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Replying to @stripe
@stripe too <> onelink (onelink.com/gb/agents)
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Krish (@thisiskrish) profile pictureKrish@thisiskrishSep 9
1Password's having its AWS moment - new conversational AI assistants racing to build the buzzy AI front end - yet it's quietly becoming the vault all of them run on
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Luckin down -10% YTD. Continued market pressures on net profit margins. Micro footprint and app only ordering helps cost optimization but seems more of a user growth story. Near 0 paid media and land grab funded by its own cash flow.
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yasmeen (@YasmeenRoumie) profile pictureyasmeen
@YasmeenRoumieSep 3
chinese coffee brand luckin coffee has taken over nyc with their $1.99 drinks now they have a cheeky partnership with duolingo i wonder how they manage to be profitable with these prices!
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Claude is the enterprise web browser. Apps still exist but Claude is the functionality enabler on the demand side. Legacy SaaS will continue to remain valuable as the SOR, Anthropic will own discovery, intent, user attention, and interoperability between SOP MCPs.
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Same game, different cycle
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eBay Live GMV up 8x YoY. Live buyers spend 70% more than non-live buyers. Streamers regularly see over 3x GMV increase to that of similar non-live sellers.  Tilt is up 8x in monthly revenue since 2024 A-round. Whatnot 20B valuation recent round, 8B GMV H1’26, 2x buyers YoY.
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Roblox should acquire Snap. Roblox gets a proven ad business (tech stack, relationships, demand-side scale). Snap gets Robux to monetize beyond ads. On the product side, a unified identity layer: one avatar that persists from chat to game to AR. And distribution flows both ways.
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You have to develop your own compass for what the future is going to look like, because everyone else will confuse you youtube.com/watch?v=sJ4VJWyc…
Alexandr Wang: “This is a Once-in-a-Civilization Opportunity”

Alexandr Wang: “This is a Once-in-a-Civilization Opportunity”

Alexandr Wang's advice to his 18-year-old self: develop your own in...

youtube.com
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youtube.com/watch?v=suNu2us7… on the contrary ;P
AWS CEO Says AI Business Is 'Just Massive'

AWS CEO Says AI Business Is 'Just Massive'

Amazon Web Services CEO Matt Garman says the potential artificial i...

youtube.com
Krish (@thisiskrish) profile pictureKrish@thisiskrishAug 2
Google cloud, Azure, (Oracle), have an over-concentration on bookings from mostly OpenAI + Anthropic. They are also burning through trying to own the full stack across chips, models, clouds. They are hedging to reduce capability dependency while accepting revenue dependency.
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