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Deedy Profile picture
Deedy
@deedydas
VC at @MenloVentures. Formerly founding team @glean, @Google Search. @Cornell CS. Tweets about tech, immigration, India, fitness and search.
9 subscribers
Jun 29 • 8 tweets • 3 min read
This 67 page AI report on how 300 execs at software startups like Cursor, ElevenLabs, Sierra (revenue $10m-$1b+) use AI just dropped.

I read it all so you don't have to. Top 7 takeaways:

OpenAI is still the #1 model provider in the enterprise, but Claude is second.

1/10 Image On AI spend.

Companies are spending more on data storage, processing and AI infra than inference and training (quite surprising to me)! Of course, AI talent is by far the most expensive line item.

2/10 Image
Jun 27 • 4 tweets • 1 min read
Venture Capital Compensation in the US

Many people kept telling me they don't know how VC comp works, so here it is, split by fund size, based on 2024 survey data, 500+ samples. Image The reason the base (white) + bonus (yellow) doesn't add up to total (green) is because they're all medians, rounded.
Jun 26 • 11 tweets • 3 min read
We just dropped our consumer AI report today, surveying 5000+ US adults on how they use AI in their daily lives.

I read all 25 pages so you don’t have to. Here are the top 10 learnings:

Nearly 30% of people dating and half of personal coding projects use AI!

1/10 Image 1.8B users use AI every month but only 3% pay today, spending $12B on it.

2/10
Jun 8 • 6 tweets • 2 min read
No one talks about the real reason driving the ~500k tech layoffs.

Section 174 in the 2017 tax cuts turned engineer salaries from an instant tax deduction into a 5yr write off, causing billions in tax bills.

It even incentivizes offshoring R&D, which has a 15yr write off!

1/4 Image The numbers are staggering:
— Microsoft: Paid extra $4.8 BILLION in taxes, fired 16,000+ workers
— Meta: Cut 21,000 employees (25% of workforce) after "material" tax increases
— Amazon: 27,000 layoffs concentrated in R&D teams
— Google: 12,000 cuts despite record profits

2/4
Jun 8 • 4 tweets • 1 min read
Karpathy today said Cursor for Slides needs to exist.. but it already does.

When asked to "Create a detailed data-driven slide deck based on Google's recent financial filings",

It created a stunning 6 page deck with graphs, diagrams IN Google theme!

It's called Genspark. Image It thinks about the plan of each slide, and it does this unique thing where it generates graphics in Python (matplotlib) and then moves the assets into a landscape static HTML website that it compiles into a slide.

Pretty neat tactic. Image
Jun 2 • 21 tweets • 6 min read
The BEST AI report in the world just dropped and I read all 340 pages so you don't have to.

Must-read for frankly, everybody. Here are the top 20 learnings from the report:

ChatGPT has 8x'd growth in 2.5yrs to 800M monthly users.
India at 14% is the #1 largest user base.

1/20 Image ChatGPT hit 1B searches a day 5.5x quicker than Google.

2/20 Image
Jun 1 • 7 tweets • 2 min read
If these 3 Japanese companies you've never heard of went down, all modern digital infrastructure (and every AI breakthrough) would grind to a halt.

Here's the story of JSR, Tokyo Ohka Kogyo (TOK) and Shin-Etsu, the most important companies you've never heard of...

1/7 Image These 3 control 80% of the global EUV photoresist market.

Photoresists are exotic light-sensitive chemicals that enable the patterning of circuits on silicon wafers when UV or EUV light hits these materials through a mask.

How did they achieve this dominance?

2/7 Image
May 21 • 12 tweets • 4 min read
🚨 This was the BEST Google I/O that I can remember.

Google launched over 12 different insane things.

Here is every single one of the launches and the best tweets about them:

1/12 The future of building software.

LLMs are pretty good at generating code, but they're slow. Gemini Diffusion is 10-15x faster than autoregressive models by using diffusion, which used to be for images. This is the 2nd model after Mercury Small to show this.

2/12
May 14 • 4 tweets • 1 min read
🚨 BigTech jobs have ZERO growth in the last 3yrs.

Google, Microsoft, Apple, Tesla, Meta, Nvidia and Palantir - the biggest tech employers have collectively stagnated headcount, data shows.

This is why CS majors can’t get jobs. Bigtech hypergrowth era is over.

Here's why:

1/4 Image — They overhired in the pandemic (2020-2022) during zero interest rates
— Revenue growth of several consumer software products peaked in the pandemic but slowed after it was over
— Higher interest rates force CFOs to juice operating margin

2/4
Mar 28 • 17 tweets • 5 min read
Compilation of 16 USEFUL things people did with GPT 4o native image generation can do (aside from Ghibli images) in the last 48hrs!

They include
— Full video movies / podcasts / ads
— UI design loop
— 3D model gen

Full Lord of the Rings in Ghibli

1/16 Videos in different animation styles

2/16
Mar 15 • 11 tweets • 3 min read
Google's new AI image editing model is going to kill 99% of Photoshop.

By just describing your image edit in English, you can:
— get passport picture from photo
— make me look like I'm on my way to work
— decorate this house for me
— put these clothes on me
— make a map in a game from these sprites
— animate this sprite
— combine all these faces together
— show this model holding my product
— make me bald / give me hair

You can access Gemini Flash 2.0 experimental on Google AI studio.

This is a 1B+ user product waiting to happen. 1. make me look like I'm on my way to work
Mar 1 • 4 tweets • 1 min read
BREAKING DeepSeek just let the world know they make $200M/yr at 500%+ profit margin.

Revenue (/day): $562k
Cost (/day): $87k
Revenue (/yr): ~$205M

This is all while charging $2.19/M tokens on R1, ~25x less than OpenAI o1.

If this was in the US, this would be a >$10B company. Image Source: github.com/deepseek-ai/op…
Feb 28 • 10 tweets • 3 min read
Can confirm. GPT 4.5 is hilarious.

"Finish the text:
> Be me
> L3 at Meta / Google
>" Image Okay I decided to do something that turned out better than I thought. Ran the same prompt for L4-L12.

For those who don't know, you start at L3, L5 is Sr, L6 is Staff / Manager, L7 is Senior staff, L8 is director, L9 is senior director, L10 is VP, L11 is SVP, L12 is CEO

L4 Image
Feb 25 • 4 tweets • 1 min read
If you haven’t used Grok 3 “Sexy” 18+ mode, drop everything and try it.

I can’t explain how unbelievably messed up this is (and I can’t post a video). This may single handedly bring down global birth rates.

I can’t believe Grok actually shipped this. Image I should mention this was Grok voice mode, so there was no prompting involved.

The other issue is.. it sometimes completely loses context of what gender it is you and you are 😆
Feb 20 • 8 tweets • 2 min read
The last 24 hours has had SO much tech news.

— Microsoft Majorana 1 quantum chip
— Google AI co-scientist
— xAI Grok 3 model release
— Clone musculoskeleton
— Claude reasoning coming soon
— Arc institute biological model
— Sakana AI CUDA kernel optimizer

All the threads here: Microsoft
Feb 6 • 4 tweets • 2 min read
PDF parsing is pretty much solved at scale now.

Gemini 2 Flash's $0.40/M tokens and 1M token context means you can now parse 6000 long PDFs at near perfect quality for $1 Image
Image Source: sergey.fyi/articles/gemin…
Jan 21 • 4 tweets • 1 min read
HUGE Immigration News! The birthright citizenship executive order Trump signed today means children of non-citizens or non-permanent residents will not be US citizens.

Children of Indians who are in the 100+yr green card wait WILL NOT be US citizens.

Applies from Feb 20, 2025. Image Source: whitehouse.gov/presidential-a…
Jan 20 • 6 tweets • 2 min read
HUGE: DeepSeek R1 from China reaches o1 level performance! Most important paper of 2025.

They show that using pure RL using GRPO can teach models to reason better and better with more tokens: the first at this scale.

Here are the 4 top research learnings from the paper:

1/5 Image 1. Distilling more powerful models like R1 on smaller base models (Qwen / Llama) outperforms large scale RL training on those base models themselves (like QwQ-32B).

2/5 Image
Jan 4 • 12 tweets • 4 min read
MEGATHREAD: EB-1s for Indians in the US 2025!

— It's been 2yrs since the priority date has moved past Feb '22
— Indian EB-1 petitions stayed flat this year, at ~12k
— The backlog moved forward by ~200/mo.
The EB-1 backlog is basically stuck.

Let's break it down..

1/12 Image What is the EB-1?

Indians under the standard EB-2/3 green card category have a 100+yr long wait. This is because of the 7% country cap by category.

This was the initial misconstrued old remark by Sriram that was taken out of context and set off this whole H-1B drama.

2/12
Jan 3 • 5 tweets • 3 min read
The Superhuman AI for Poker is a timeless research paper.

Poker, unlike Go/Chess, is an imperfect info game. Pluribus, made by now OpenAI engineer, beat 5 pros decisively in 10,000 poker hands, winning 48 milli big blinds/game.

Made a mini demo on rock-paper-scissors too:

1/5 Image Like humans, Pluribus confirms that limping, calling the “big blind” rather than folding or raising, is suboptimal.

However it disagrees with the wisdom that “donk betting” (starting a round by betting when one ended the previous betting round with a call) is a mistake.

2/5 Image
Jan 2 • 11 tweets • 2 min read
BOMBSHELL: New Hindenburg report calls Carvana "a father-son accounting grift for the ages."

The online car dealer's stock went 60x in the last 2yrs after dropping 99%, hitting a $44B valuation, while the CEO's father sold $5B in stock.

Here's the wild story of $CVNA...

1/10 Image From Aug 2021 to Dec 2022, Carvana stock plunged 99%. CEO's father Ernest Garcia II sold $3.6B in stock before that.

After the 63x rebound, he just sold another $1.4B.

Funny timing?

2/10