Investor @ScrumVentures / @UCBerkeley alum / @Lakers enthusiast
San Francisco, CA
Joined April 2013
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- Following858
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Anand Engineer retweeted
In partnership with Vinod Khosla (@vkhosla), I’m proud to introduce Reservoir.
Billionaires have owned their cells for years. Starting today, you can too.
Sign up today: withreservoir.com
Anand Engineer retweeted
The older I get, the more I realize that the single greatest challenge for any ambitious person is eliminating the guilt associated with free time and rest.
Anand Engineer retweeted
Be profitable and run your company with maximal agentic loops
You don’t need to sell more of your co anymore
$10M profit per year reinvested is like an annual Series A no dilution
The best startups do this now. No whinging about the Series A/B crunch.
You don’t need saving.
Series A and Series B are the hardest rounds for founders today.
Founders launch a vertical AI SaaS company. They reach $1M-$3M ARR in 2 years or $5M-$10M in 3-4 years.
They go out to market with their 1x-3x growth. Almost no interest from investors.
If it's not the right category or a deep, long-term conviction bet, most investors stay away.
Founders are stuck with large pref stacks and a market that doesn't value this growth. They are neither sustainable (at their current burn) nor venture-fundable (without growth).
The exit options (if available) don't leave much for the team. In most cases, founders are required to join the acquiring company (but they aren't interested).
I talk to many founders who have been misadvised, and they keep grinding without making progress.
The Series A or B that didn't happen won't magically happen in 1 year with a little more progress. If the market moves much faster than your company progresses, you will always be behind. If you are told today to hit some metrics and come back, the market will have already moved by the time you return.
Anand Engineer retweeted
I don't think I know a single person who owns a Tesla and drives anymore. They use full self driving 90%+ of the time.
Incredible to think that our kids are going to grow up in a future where all they will know is autonomous driving
Anand Engineer retweeted
nobody talks about the psychological damage of watching something you spent 10 years learning become a prompt
Anand Engineer retweeted
i was having dinner with someone recently who asked why i spend so much time reading & posting on x. she had a pretty negative perception of the platform mostly shaped by the mainstream narrative around it.
my answer was simple. x is where the future gets beta tested.
you basically get to watch ppl build things, talk through ideas, show off stuff, & argue about where everything is going, way way before it reaches anyone else.
there really isn’t another surface on the internet quite like it.
Anand Engineer retweeted
Something I noticed about resilient people: They don't have fewer problems. They have faster reset times. Bad news hits at 9am. By 10am, they're back to their priorities. They feel it, process it, and move. The speed of the reset matters more than the size of the setback. – at Winthrop, MA
Anand Engineer retweeted
The dishes are in the sink because people ate.
The shoes are by the door because people came home.
The toys are scattered everywhere because people were happy.
Some of the mess is proof of a good life.
Stay grateful.
Anand Engineer retweeted
all of my imessages & email now run through a single agent interface.
i still text, but i deleted every email client from my phone & canceled every email subscription or app i had.
gmail is basically just a database to me now. increasingly so are the rest of google’s services. i.e. i never want to manually write an email, create a doc, build slides, organize a calendar, or manage files again. i just want to express intent & have the underlying systems of record updated correctly. i think now you’ll see apps disappear quickly. many will become databases at best or entirely obsolete at worst.
the agent will be the default interface to your personal & professional life.
Anand Engineer retweeted
How to fix underperformance in your business fast:
1) Pick the correct North Star metric
2) Put it on a big, obvious, scoreboard that’s in the way
3) Shorten comms cycles (switch to daily or multiple times per day + start mtgs w the metric)
4) Incentives (align w/ outcomes)
Anand Engineer retweeted
Gavin Baker says Grok Bot feels like another ChatGPT moment because it turns hours of Claude Code work into seconds:
"You see these 23-year-old kids and just the way they use AI, they're just fluent and native in it. I just feel like maybe in a way that no matter how hard I try, I will never be, and I'm trying really hard."
"We got Claude Code. I built some stuff, did some cool stuff, and in, I don't know, 3 minutes of creating Grok Bots, I had much better versions of everything I created."
"I love having a podcast summarizer... It takes 10 seconds in Grok Bot. It's amazing, and it's so good."
"A Substack summarizer, an X summarizer, an X sentiment tracker for topics and stocks... All of those would have taken me hours working with Claude Code, and they each took 7 to 12 seconds with Grok Bot. And it's better."
"To me, Grok Bot does feel like another ChatGPT moment."
@GavinSBaker @DavidGeorge83
Gavin Baker and a16z's David George on the state of the AI boom:
The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value.
Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America.
In this episode, they get into why compute investments pay back so fast, what the data center backlash gets wrong, the case for putting compute in orbit, why enterprises will run several models at once, and how Nvidia ended up at the center of the entire supply chain.
00:00 Intro
01:06 The bear case Gavin couldn't find
05:50 Why a lab would cut its own revenue 75%
08:05 What LPs get wrong about a crash
10:50 Microsoft slowed its capex and regrets it
14:33 The engineers spending 100x the median
17:35 Why 23-year-olds use AI better than Gavin
21:45 How much copper 500M AI users need
23:00 Stop promising to cure cancer
26:00 America's richest county is full of data centers
30:48 Who gets priced out of compute
33:05 The age of Elon and Jensen
34:25 Orbital data centers
44:40 Asteroid mining
48:12 Why Microsoft doesn't need a frontier model
54:02 Who becomes the abstraction layer
55:40 Everyone wanted a deity, Cursor wanted a product
1:00:25 Never take shots at Jensen
1:07:40 What happens when the chip doesn't work
1:12:10 What chip deals reveal about customer demand
YouTube: youtube.com/watch?v=FGC4ofTc…
@GavinSBaker @DavidGeorge83
Anand Engineer retweeted
The body is meant for movement and the mind is meant to be still. You feel bad all the time because your body is still and your mind keeps wandering.
Anand Engineer retweeted
“Go do something great and your network will instantly emerge.”
— Naval Ravikant
