Engineer at Titan MSP. Previously a founder, staff engineer at Vanta, tech lead at Dropbox
Brooklyn, NYC
Joined June 2016
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- Following323
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Utsav Shah retweeted
If you’re planning to see the @a24 @nathanfielder documentary about Elizabeth - after the movie, imagine having thanksgiving dinner with her AFTER calling out her lies.
For years I was living in the twilight zone. I hope this film gives you a 3 hour taste of what that was like
I need a version of Slack, Linear, and Notion that prevents AI slop from being shared in public channels
Utsav Shah retweeted
"Put it on the object store" remains undefeated.
- OLAP: Lakehouse
- OLTP: Lakebase
- Kafka: Warpstream
- Vector Search: Turbopuffer
- Git: Cursor Origin
Utsav Shah retweeted
I actually feel strongly that the "learning" companies will want to do with their data will mostly not be to train models.
Let's say you have a bunch of valuable data about your customers or employees.
Your best bet to make that IP useful is to turn it into skills or artifacts that models can use in-context.
If you go through the effort to train it into the model:
1. that is hard to get right and takes a lot of time + effort
2. you will have to do it all over again when the next base model comes out
3. most importantly, it is irreversible... when things change, you cannot untrain what you did
Utsav Shah retweeted
I’m excited to share what @drewregitsky and I have been working on over the past few months: @boxesdotdev! If you're coding with Claude Code or Codex, it's time to move your development from localhost into the cloud. 1/11
Utsav Shah retweeted
Today, we announce @NeocambrianAI
The future of AI will be physical. But Physical AI has no internet scale dataset to learn from.
We’re building the data foundation of Physical AI - a high fidelity, pre training scale database of Human Action.
From India. For the world.
Utsav Shah retweeted
BREAKING: Inside General Catalyst’s $1.5B AI Roll-Up Engine: The Creation Strategy
Marc Bhargava, Managing Director at General Catalyst leads the Creation Strategies for incubations, transformations, & venture buyouts, as well as leading early stage crypto & fintech investing.
He breaks down one of the most significant shifts happening inside venture & private markets today: AI Roll-Ups.
As one of the 3 largest venture players with ~$40B AUM, General Catalyst has quietly built a $1.5B AI roll-up engine reshaping a $16 trillion market – historically defined by low margins & slow modernization.
To date, Marc has led GC's investments in Long Lake, Rox, Eudia, Titan MSP, Dwelly, Pallet, Kick, Serval, Vivere, Cartesia, Aaru, Civic Roundtable, Physical Intelligence, Agora, etc. as well as sourced Mercor, Windsurf, Together AI.
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Marc Bhargava, General Catalyst
(02:54) Inside the $1.5B Creation Strategy & why AI rollups emerged
(05:42) Early successes: Crescendo, Long Lake, Titan MSP, Eudia
(08:15) The 4 categories of task automation
(10:42) How GC narrowed 70 industries → 10
(13:18) The $16T services AI opportunity
(15:46) Competing with traditional PE: long-term compounding vs. short-term flips
(18:11) Funding mechanics: incubate → automation proof → acquisition → scale
(20:33) How GC builds hybrid teams: AI-native + PE + operators
(22:47) Why Fortune 100 AI transformation often fails
(24:55) Will AI shrink or expand the workforce?
(27:22) How GC decides when to build an AI rollup vs. invest in SaaS
(29:49) Global expansion & where talent lives today (32:10) Why AI rollups are still massively underrated & what's coming next
(44:19) Global Expansion & Talent Distribution
(47:13) General Catalyst's Investment Philosophy
(48:56) Looking Ahead: The Future of AI Rollups
shloked.com/writing/chatgpt-… - How ChatGPT's memory architecture likely works.
Utsav Shah retweeted
the 9-9-6 local maxima trap
you can optimize for looking busy, hitting metrics, being “productive” – but you might be climbing the wrong hill entirely.
real breakthroughs happen in the spaces between. when you’re walking and your mind wanders. when you sit with a problem long enough that the obvious solutions dissolve and something deeper emerges. when you have the luxury of thinking “what if we’re approaching this completely wrong?”
my process is simple: i’ll open a Notion doc on my phone and just walk. sometimes for hours. the walking rhythm unlocks something – maybe it’s the bilateral movement, maybe it’s getting away from screens, but ideas start connecting in ways they never do at a desk. i’ll quickly jot stuff down as interesting thoughts pass.
then i come back and just sit with the problem. draw some pictures, build it out a bit. no rushing to conclusions. no pressure to ship something by end of day. just... what is this, really? what can it connect to or evolve into? what would this look like if it were in its most beautiful configuration?
once i see it clearly, execution becomes effortless. the focused bursts where you’re completely in flow – that’s when the real work happens. but you can’t force your way there. you have to earn it with the slow, patient thinking first.
the irony is that this “inefficient” approach ships better stuff faster than grinding 12-hour days. but it requires believing that thinking time isn’t wasted time. that walking isn’t procrastination. that sometimes the most productive thing you can do is to not do.
many teams don’t get this. they need to see keyboards clicking and meetings happening. but the best work – the stuff that actually moves the needle – happens in the flow moments when no one’s watching.
"Being a pessimist makes you sound smart. Being an optimist makes you money"
a16z.com/questioning-margins…
newsletter.pragmaticengineer… confirms this
One of the reasons I think @cursor_ai is fast because it ships all code to @turbopuffer rather than run embedding search locally.
Definitely a strategy that an existing IDE can never execute on without risking existing large customers..
As a product builder, it's always most enjoyable to work at a company that creates or redefines a category.
There's no one to copy from - so it's encouraged to have folks that deeply understand both customers and technology and can experiment rapidly
My favorite part of the internet is running into @EnvoyProxy error messages on popular websites
