Co-founder @ RevenueFlow | Qualified sales meetings for B2B teams. Pay per meeting. No retainers.
Joined March 2014
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Tim retweeted
Dharmesh Shah isn't worried that @OpenAI's ChatGPT and @AnthropicAI's Claude will swallow the software business. He thinks they are browsers.
The @HubSpot co-founder made the case to @joeschmidtiv: when software moved into the browser, @Google "did not own the entire application stack." Lots of software companies got built on top of it.
@dharmesh on today's version:
"If you just look at the ChatGPT and Claude Cowork thing or whatever, they're effectively the new OS. They are the new browsers. This is the way people are consuming value."
The one difference he grants: "The AI is doing cognition work, it's doing actual smart things."
He expects "companies like HubSpot" to plug in.
From @a16z's podcast with @dharmesh.
Nikesh Arora's explanation for why his industry exists is one sentence long: "Cybersecurity didn't exist 25 years ago because there was no connectivity."
@davidsenra asked the @PaloAltoNtwks CEO whether AI makes cybersecurity companies more valuable. @nikesharora started with the mainframe:
"You had a mainframe, you logged in, it was secure, there's no problem."
"The problem is now David can log in from here into his bank account, now that becomes an attack vector, so the more people who can log into shit from everywhere just expands the attack surface."
His example is the biggest login there is. He says he saw that morning that Facebook counts 3.65 billion daily users:
"There's 3.65 billion people getting into their infrastructure every day. Every door into their infrastructure is a potential cyber attack surface."
One caveat on that number. @Meta reports daily users across Facebook, Instagram, WhatsApp and Messenger together, not Facebook alone. It was 3.54 billion for September 2025.
Palo Alto has been buying on that theory:
→ June 2018: Arora becomes CEO of a company worth about $19 billion
→ July 2025: it agrees to buy identity-security firm CyberArk for about $25 billion, its largest deal
→ 2025: it buys Protect AI, a startup that secures AI models
→ Today: Senra puts the market value above $250 billion
By Senra's telling, Arora took the job thinking cybersecurity was two words.
From @davidsenra's interview with @nikesharora.
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Tim retweeted
Nik Storonsky runs Revolut in 15 and 30 minute slots, Monday to Friday: business reviews, product reviews, one-on-ones.
Weekends are for "freelancing and free-thinking."
@collision's summary of the @Revolut CEO's week: "Revolut is the kind of company that has a work from home policy of, you know, you can work from home two days a week, Saturday and Sunday."
@NStoronsky: "Yes, true."
From @collision's Cheeky Pint.
Dharmesh Shah isn't worried that @OpenAI's ChatGPT and @AnthropicAI's Claude will swallow the software business. He thinks they are browsers.
The @HubSpot co-founder made the case to @joeschmidtiv: when software moved into the browser, @Google "did not own the entire application stack." Lots of software companies got built on top of it.
@dharmesh on today's version:
"If you just look at the ChatGPT and Claude Cowork thing or whatever, they're effectively the new OS. They are the new browsers. This is the way people are consuming value."
The one difference he grants: "The AI is doing cognition work, it's doing actual smart things."
He expects "companies like HubSpot" to plug in.
From @a16z's podcast with @dharmesh.
We book meetings for B2B companies on a pay-per-meeting basis.
You only pay for qualified prospects who actually show up.
If you're interested, book a call with us here:
introslot.com/revenueflow/ca…
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Tim retweeted
Nikesh Arora says he once told Google to buy Netflix.
The answer he got back: no need, we have YouTube.
@nikesharora spent ten years at @Google, from 2004 to 2014, and left as its chief business officer. By his own numbers, revenue went from $2 billion to $62 billion while he was there. On @davidsenra's show this week he told the Netflix story in a few sentences:
"I said, let's go buy Netflix."
The reply, as he tells it: "We have YouTube, we can build same capabilities, same thing."
And the budget that came with it: "$10 million goes to 20 engineers. We'll solve it."
His verdict: "It never works like that."
Some dates for context:
→ 2004: Arora joins Google, the year it went public
→ October 2006: Google agrees to pay $1.65 billion in stock for @YouTube, while still running its own Google Video
→ January 2007: @netflix switches on streaming, with about 1,000 titles against 70,000 on DVD
→ End of 2024: Netflix reports 301.6 million paid memberships
Arora doesn't say which year he made the pitch, who turned it down, or what Netflix would have cost. It is one executive's memory of an internal conversation. The two were also different businesses back then: YouTube hosted free uploads, Netflix mailed DVDs and licensed films.
Senra's summary of what Google missed: Netflix "already had a functioning team and years of execution behind it."
Arora tells it because the same argument followed him. After Google he was president of SoftBank, and since 2018 he has run @PaloAltoNtwks. When he wants to buy a company, his engineers say: "No, we can build it." His answer is about the calendar, not the code:
"They have a functioning team of 50 to 75 people who are working on it. You want to go hire 50 engineers. By the time you hire the right people, get your shit together, you start building, you have version one, and they'll be two years ahead."
So he buys. Senra counts 35 acquisitions in eight years.
Google did fine with YouTube. It never did get the 20 engineers' version of Netflix.
From @davidsenra's interview with @nikesharora.
Nik Storonsky runs Revolut in 15 and 30 minute slots, Monday to Friday: business reviews, product reviews, one-on-ones.
Weekends are for "freelancing and free-thinking."
@collision's summary of the @Revolut CEO's week: "Revolut is the kind of company that has a work from home policy of, you know, you can work from home two days a week, Saturday and Sunday."
@NStoronsky: "Yes, true."
From @collision's Cheeky Pint.
We book meetings for B2B companies on a pay-per-meeting basis.
You only pay for qualified prospects who actually show up.
If you're interested, book a call with us here:
introslot.com/revenueflow/ca…
102
Nikesh Arora says he once told Google to buy Netflix.
The answer he got back: no need, we have YouTube.
@nikesharora spent ten years at @Google, from 2004 to 2014, and left as its chief business officer. By his own numbers, revenue went from $2 billion to $62 billion while he was there. On @davidsenra's show this week he told the Netflix story in a few sentences:
"I said, let's go buy Netflix."
The reply, as he tells it: "We have YouTube, we can build same capabilities, same thing."
And the budget that came with it: "$10 million goes to 20 engineers. We'll solve it."
His verdict: "It never works like that."
Some dates for context:
→ 2004: Arora joins Google, the year it went public
→ October 2006: Google agrees to pay $1.65 billion in stock for @YouTube, while still running its own Google Video
→ January 2007: @netflix switches on streaming, with about 1,000 titles against 70,000 on DVD
→ End of 2024: Netflix reports 301.6 million paid memberships
Arora doesn't say which year he made the pitch, who turned it down, or what Netflix would have cost. It is one executive's memory of an internal conversation. The two were also different businesses back then: YouTube hosted free uploads, Netflix mailed DVDs and licensed films.
Senra's summary of what Google missed: Netflix "already had a functioning team and years of execution behind it."
Arora tells it because the same argument followed him. After Google he was president of SoftBank, and since 2018 he has run @PaloAltoNtwks. When he wants to buy a company, his engineers say: "No, we can build it." His answer is about the calendar, not the code:
"They have a functioning team of 50 to 75 people who are working on it. You want to go hire 50 engineers. By the time you hire the right people, get your shit together, you start building, you have version one, and they'll be two years ahead."
So he buys. Senra counts 35 acquisitions in eight years.
Google did fine with YouTube. It never did get the 20 engineers' version of Netflix.
From @davidsenra's interview with @nikesharora.
We book meetings for B2B companies on a pay-per-meeting basis.
You only pay for qualified prospects who actually show up.
If you're interested, book a call with us here:
introslot.com/revenueflow/ca…
319
Roelof Botha joined the @SpaceX board in June. Jason Calacanis thinks it stings at Sequoia that Elon Musk didn't pick one of them.
@Jason on @twistartups: "If I was running the firm... or I was the top dog at the firm, it might tweak me that Elon didn't pick me. It's like an anointment."
He put @roelofbotha and Sequoia's @dougleone in Michael Jordan and @KingJames territory, then:
"It's like middle school. It's like who picked you to be on their team?"
The @FT reported this month that Botha, who ran @sequoia until last year and worked with @elonmusk at @PayPal, took the seat without telling the firm first. Sequoia says it continues to "collaborate closely" with him.
Calacanis says he has no inside information.
From @twistartups with @Jason.
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Brett Adcock says he looked up one day and found a drone at the window of Figure's office, looking in.
The @Figure_robot CEO told @MollySOShea in an interview released in April:
"There's like a drone sitting there looking in the office."
Did they find out whose it was?
"We didn't find out who it was, but we tinted all the glass."
From @sourceryy's April interview with @adcock_brett.
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David Friedberg used All-In's Science Corner to explain the 27-year-old computer science bet that OpenAI says its AI just broke.
It's called the Exponential Time Hypothesis. @friedberg on @theallinpod:
"This idea of this exponential time hypothesis, which was proposed in 1999 by a couple of guys."
"They said, for a specific type of problem called a 3-SAT problem... the amount of time it takes is exponential, depending on how big the problem is."
"So that's been their hypothesis since 1999. And what OpenAI did is they disproved that."
The couple of guys are Russell Impagliazzo and Ramamohan Paturi of @UCSanDiego. Their bet: no algorithm will ever solve 3-SAT, a classic puzzle built from true/false variables, in less than exponential time. A lot of modern complexity theory is built on assuming they were right.
What happened, per the write-ups of the papers:
→ October 26: @OpenAI posts "The Exponential Time Hypothesis Is False", 67 pages, credited to an internal model
→ Hours later: @AnthropicAI posts its own, "A 2^o(n) Time Algorithm for 3-SAT", 49 pages
→ Both come with proofs checked in @leanprover, software that verifies math line by line
→ The best known 3-SAT algorithms before this needed roughly 1.3^n steps
Friedberg only mentions OpenAI. There are two papers.
Now the caveats.
Neither paper has been peer reviewed, and no outside group has confirmed either proof. A machine can check that a proof is valid. People still have to check that what it proves is really the hypothesis. Impagliazzo and Paturi are organizing workshops with MIT's @rrwilliams to do exactly that.
It doesn't settle P vs NP either. OpenAI's paper is quoted as saying the result "does not bear on the P vs NP question directly, nor does it yield any practical algorithms for NP-complete problems."
So nothing on your laptop gets faster this week.
Impagliazzo, whose hypothesis it was, reportedly called it "very shocking news."
Williams's bio on here says he'll let you know when P != NP. No update yet.
From @theallinpod with @friedberg.
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Jason Calacanis has a plan for Siri: fire the whole team, the way Steve Jobs did with MobileMe.
Asked on @twistartups what @Apple should do with Siri, @Jason didn't hedge:
"They are handing over something they worked on for a decade to everybody else. It's idiotic, it's pathetic."
"Alexa and Siri got there first. How could they not get it right? Fire everybody on the team, start over, make it Siri 2.0."
"Do what Steve Jobs did with MobileMe."
Siri arrived in 2011 and @amazon's Alexa in 2014, years before ChatGPT.
The MobileMe story is real, and rougher than he tells it. Apple launched the $99-a-year sync service in July 2008 alongside the iPhone 3G, and it broke. @adamlashinsky later reported in @FortuneMagazine that Jobs called the team into the Town Hall auditorium on Apple's campus and asked what MobileMe was supposed to do.
Someone answered. Jobs: "So why the f*** doesn't it do that?"
He told them they had tarnished Apple's reputation and named a new executive to run it on the spot. Three years later Apple announced iCloud to replace it.
Why this is coming up now: @markgurman reported on November 8 that Apple CEO John Ternus has been pressing software chief Craig Federighi to move faster on AI and go "quickly beyond merely making necessary improvements to Siri." He also reports that Mike Rockwell, who runs Siri engineering, "continues to seriously consider stepping down."
Calacanis's Siri 2.0 starts small: photos, calendar and email, running on the device.
Siri was unveiled with the iPhone 4S on October 4, 2011, the day before Jobs died.
From @twistartups with @Jason.
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Demis Hassabis says that for its first couple of years, the AI at DeepMind, now @GoogleDeepMind, couldn't score a single point at @atari's Pong.
"Simplest game you could imagine, we weren't able to get a point on it."
His rule since: "You want to be like five years ahead of your time, not 50 years ahead."
From @demishassabis's lecture at @Cambridge_Uni.
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