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Tanay Jaipuria

@tanayj78k followers

partner @wing_vc investing in AI applications, infra and physical AI. opinions, analysis, and banter on technology and business

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Posts 98 posts
#DatePost↓ OutlierViewsLikesRepostsBookmarks
1Mar 30, '23Duolingo making a dating show was not on my 2023 bingo card128×6.9M33k3.8k2.7k
2Apr 23, '24People are making $70-80K per year selling restaurant reservations in NYC on the secondary market 😯79.9×4.3M16k1.4k6.1k
3Feb 11, '23Tim Cook thinking about contract renewal negotiations on the $15B a year Google pays Apple to be the default search engine on iOS69.8×3.7M6.5k205138
4Feb 8, '23Google lost $100B of market cap today as its Chatbot Bard made a factual error during its first-ever demo and its AI event fell flat. Must be the most costly live demo fail of all 50.3×2.7M13k1.2k908
5Jun 27, '24Incredible work by the Wells Fargo analyst who ordered the same burrito bowl 75 times at eight different Chipotles in NYC to prove the portion size inconsistency 🤣48.8×2.6M31k2.1k2.5k
6Feb 27, '24Wow Klarna's AI customer support agent is able to handle 2/3rd of the requests by itself in its first month and is doing the job of an equivalent of 700 agents.44.8×2.4M2.9k4291.4k
7Jan 26, '23Microsoft Teams has more than 280M monthly active users now. Slack has ~40-50M.36.5×1.9M5.1k287227
8Jun 24, '23Modi gifted Biden this t-shirt 🤣36.4×1.9M3.8k199172
9Aug 26, '23OnlyFans' 2022 financials are bonkers - $5.6B in GMV (+17% y/y) - $1.1B in revenue (+17% y/y) - $525M in pre-tax profit (48% profit margin) - 3.1M creators on the platform (+47% y/31.1×1.7M2.3k264486
10Jun 6, '24USA just beat Pakistan in the Cricket World Cup in what was a huge upset. USA's star player in the game is a senior engineer at Oracle30.9×1.7M12k573632
11May 29, '24PwC purchasing ChatGPT Enterprise licenses for ~100,000 employees to become OpenAI's largest ChatGPT enterprise user. Assuming ~$25/mo/seat, that's a $30M/yr contract25×1.3M5.1k4451k
12Sep 3, '25Saquon Barkley's angel portfolio is wild. Anthropic, Ramp, Anduril, Cognition among others20×1.1M8.7k3591.6k
13Jul 1, '25Per Wired, Meta is poaching researchers with packages up to $300M over 4 years (with 1st yr comp >$100m), and that they've made 10 such offers to people at OpenAI. For context, thi19.7×1.1M3.6k175823
14Oct 13, '22How Tesla caught the employee who was leaking confidential information to the press in 2008. Really clever18.9×026k2.3k2k
15Apr 7, '24Instagram revenue was just disclosed for the first time in court filings. 2018: $11.3B 2019: $17.9B 2020: $22.0B 2021: $32.4B It makes more in ad revenue than YouTube (and likely a18.3×976k3.6k319666
16Feb 18, '23Interesting how much Stripe and Adyen diverge in terms of profitability and opex. Net revenue per employee Adyen: $417K Stripe: $403K EBITDA per employee Adyen: $237K Stripe: negat18.2×972k1.4k101244
17Apr 4, '22Top Twitter Shareholders: 1. Elon Musk: 9.2% 2. Vanguard: 8.8% 3. Morgan Stanley: 8.4% 4. Blackrock: 6.5%17×024k3k378
18Sep 23, '24the funniest headline I've seen this year15.6×832k12k337712
19Apr 18, '22accurate14.6×024k1.6k102
20Jul 12, '22Just realized that a $1b breakup fee from Musk (were Twitter to get it) would represent more in net income for Twitter than it has made in aggregate in its lifetime as a company13.8×023k1.1k312
21Dec 18, '23Wow the territory of Anguilla is making ~$3M per month from .ai domains, which is 1/3rd of their total monthly government budget12.3×657k1.6k142167
22Oct 1, '25iconic response to the ChatGPT launch12.1×644k10k223954
23Jan 26, '21The redditor who started the $GME saga DeepFuckingValue has turned his $50K position into >$22M11.8×014k2.2k572
24Jul 1, '25Fun Fact: Figma has $1.54B of cash on hand currently but raised only $749M in primary capital in its history. It will go public with a negative (!) net burn over its lifetime of $711.1×591k5.3k155693
25May 9, '25Cloudflare CEO @eastdakota on the end of the web: Google a decade ago: 2 pages scraped for ~1 click Google now: 6 pages scraped for 1 click OpenAI: 250 pages scraped for 1 click An9.0×482k2.7k157952
26Jul 28, '23Meta announced that Reels (across their apps) is now on a $10B revenue run-rate, up 3.3x since last year. For comparison, TikTok made ~$9.5B last year.9.0×479k2.1k129131
27Jan 6, '25How Andy Bechtolsheim became the first investor in Google7.8×414k1.9k88360
28Jan 8, '23Fascinating chart7.7×414k1.8k144161
29Jul 17, '22The US might have been a leader in 5G had it been easier for one immigrant to stay in the country7.6×010k1.3k455
30Feb 9, '23Nadella in wartime CEO mode6.9×369k2.3k183206
31Oct 17, '24TIL Duolingo runs a Taqueria called Duo's in Pittsburgh, which accounts for ~$1M of the ~$625M in revenue they made over the last year.6.8×366k5.1k164556
32Jul 13, '18Twitter: Where brands pretend to be people Instagram: Where people pretend to be brands6.7×06.1k3k164
33Jan 27, '22Streaming subscribers in India: • Disney+ Hotstar: ~46M • Amazon Prime Video: ~19M • Netflix: ~5.5M6.7×09.6k791170
34Aug 27, '19Starbucks has $1.2B in total unredeemed value on Starbucks cards which is like a 0% loan from customers It also recognized ~145M (12%) as card breakages, i.e. the value customers a6.0×06.3k1.9k253
35Jul 2, '25this is truly insane5.8×310k1.9k168492
36Apr 26, '23Meta makes $207 per year per user in the US and Canada, without charging them anything. That's more than what many subscription products (Netflix, Spotify, etc) make from their pai5.8×309k1.4k100115
37Dec 28, '22Phenomenal video of a 12 year old Lewis Hamilton on his ambitions to become a Formula 1 driver. He’s incredibly mature and poised for his age5.7×304k2.1k417191
38Jan 5, '21Among us has 500M monthly active users and only 4 employees! 125M users per person working on the game 🤯5.6×08.1k708288
39Sep 24, '24Per CNBC, Anthropic is expected to hit $1B in revenue this year, roughly a ~1000% increase y/y. Breakdown of revenue is: • Third Party API (via Amazon, etc): 60-75% • Direct API: 15.6×300k1.7k104551
40Sep 24, '25Analysis from Goldman on valuations today vs Dec 995.2×280k1.5k141696
41Feb 1, '23Netflix makes ~$190/yr from every paying subscriber in North America Meta makes ~$206/yr from every (free) active user in North Ameria5.2×276k1.4k110130
42Jan 8, '25Salesforce is hiring 2,000 human sales reps to sell autonomous AI sales reps to its customers 😐5.0×269k1.8k111271
43Dec 7, '20The Airbnb IPO listing range is $56 to $60 per share. So once you account for service fees, cleaning fees and accommodation taxes it'll come out to $90 to $100 per share.4.4×07k45272
44Feb 28, '24As the saying goes, you either die a startup or live long enough to appoint a desi CEO4.4×233k2k92157
45Dec 15, '20Damn, Onlyfans is doing $300M of EBITDA on $400M of Revenue. Finally a tech startup doing real software margins 👀4.3×06.1k450280
46Mar 27, '22The Netflix 'Skip Intro' button is pressed ~136 million times a day, saving people 195 years in cumulative time everyday4.1×06.2k502158
48May 14, '25As part of its bankruptcy, FTX offloaded its seed investment in Cursor for $200K (at cost). That stake would be worth hundreds of millions today3.9×206k1.5k51191
49Nov 22, '22Incredible scenes of Saudi fans celebrating their team’s goal vs Argentina. One of them took the door off 🤣3.7×05.1k487244
50Oct 3, '22the distribution of marathon finishing times is fascinating (via )3.7×04.8k390528
51Oct 2, '25good chart by @GoldmanSachs on AI exposure by industry3.5×188k1.7k2621.3k
52Mar 23, '20Sequoia put in $100M into Zoom in Jan 2017 at $1B valuation. It's currently trading at a ~$45B market cap, meaning their stake is worth ~$4.3B That's a 40X in 3 years (>325% IRR3.4×04.6k75094
53Nov 11, '25Per Meta earnings call, Reels now has an annual run rate of over $50 billion. 0 to $50B in ~3.5 yrs3.1×167k1.8k56185
54Jan 24, '21Eric Schmidt when asked in an internal townhall at Google in 2006 whether $1.5B was the right amount to pay for Youtube: "It absolutely wasn't the right amount. It was either way t2.9×04.5k312201
55Nov 18, '25From Bard to Gemini 3 in ~21 months. Incredible execution by Google2.9×157k5.9k184134
56Oct 28, '25Wild anecdote from Bain2.9×153k2k72348
57Aug 11, '22Calendly got to $70M in ARR on just a $550K seed round. Super impressive!2.5×03.6k231199
58Jan 25, '21Ryan Cohen sold Chewy in 2017 for $3.3B and put all his proceeds into two stocks: Wells Fargo and Apple. His Apple stake is up 275% (worth $886M) making him the largest individual 2.4×03.5k322179
59Jan 19, '20Take rates for different platforms: Visa: 0.2% Shopify: 2.7% eBay: 10% Amazon: 15% Uber Rides: 23% Lyft: 26% App Store: 30% Groupon: 50% Shutterstock: 72%2.1×02.4k394323
60Mar 25, '21Still one of the best openings to a CEO departure memo (from 2013)2.0×02.9k274148
61Nov 6, '25The Cursor launch post on Hacker News only had 14 votes and "I still can't figure out if this is just some sarcastic joke software" as the top comment. Incredible1.9×101k1.5k53230
62Jan 26, '21Crazy that Robinhood is monetizing Reddit better than Reddit1.8×03k15443
63Oct 10, '22I'm certain that Airbnb has run A/B tests in which they show users the final prices (including all fees) in search results. It likely reduced conversions so the growth team had its1.8×02.8k92108
64Mar 15, '22The US Senate has unanimously passed The Sunshine Protection Act, a bill to make daylight saving time permanent across the US.1.8×02.1k19322
65Mar 19, '22ARK has a "price target" of $1M per Bitcoin 😶1.8×02k228235
66Jan 23, '22crazy chart (via )1.8×02.3k248110
67Jun 24, '223 months ago, Zendesk rejected a ~$17B private equity buyout offer because they felt it undervalued the company Today, it accepted a $10.2B buyout offer by a PE investor group. Sig1.7×02.6k19498
68Jun 13, '21Amazon now delivers >65% of its own packages. For comparison in 2015, it delivered under 3%, and in 2017, under 20%.1.7×02.5k200107
69Sep 22, '21Cool photo from Freshwork's IPO, which values the company at ~$13B The first public 'global' Indian SaaS company1.6×02.6k19320
70Jul 28, '22AWS still growing 33% at a $79B run rate with 29% margins. What a business 💯1.5×02.4k13767
71Aug 25, '21Google paid Apple an estimated ~$10B in 2020 to be the default search engine on iOS 🤑1.5×02.1k22962
72Jan 6, '20People who call themselves value-add investors1.5×02k30364
73Jan 1, '21The Chapwood index is really interesting. Suggests that the true cost of living in America has been going up ~10-12% per year, rather than ~2% as implied by CPI.1.5×01.4k258289
74Aug 3, '19Only just found out that Bezos was one of the first shareholders in Google 🤯 He invested $250K for ~1% of the company in 1998 (the year it was founded).1.5×01.9k31774
75May 21, '21Twitter launching "Ticketed Spaces" soon, with the following revenue split: • Creator: 56% • Apple/Google: 30% • Twitter: 14%1.5×01.4k289116
76Nov 8, '22FTX over the last 18 months: July '21: Raises $900M at $18B Oct '21: Raises $420.69M at $25B Jan '22: Raises $400M at $32B Jul '22: Bails out BlockFi for $250M Sep '22: Buys Voyage1.5×02k209144
77Nov 27, '22Miami nightclub E11even was processing an avg of ~$660K per month in crypto transactions last year. Now it processes ~$3K/mo in crypto, a 99.5% drop. (via @FT)1.5×02.1k161111
78Jan 2, '22I was today years old when I learned that Slack is an acronym for Searchable Log of All Communication and Knowledge1.4×02.1k17986
79May 9, '21Today I learned Tesla has a $0 advertising budget and has never run a paid TV commercial1.4×02.2k11633
80Sep 10, '20Airbnb should start recommending their hosts add internet speed test screenshots to their listings1.3×02.2k8321
81Nov 3, '22Just realized LinkedIn makes more revenue per year than Twitter, Snap and Pinterest combined1.3×01.9k15070
82Sep 6, '22Some companies that have market caps less than the total money they have raised: • Bird ($120M mkt cap vs $1.2B raised) • Wish ($810M mkt cap vs $2.9B raised) • WeWork ($2.8B mkt c1.3×01.6k159200
83Nov 21, '19Some stats on Honey, which Paypal just acquired for $4B: • Saved $1B for users this year • Currently at $100M in revenue growing >100% y/y and profitable • Works with 30K mercha1.3×01.6k235100
84Oct 21, '22this remains one of the best slides ever in an activist investor presentation1.3×01.6k83273
85Apr 11, '19Benchmark owns 11% of Uber which is worth ~$10B. Just on that one exit, they will return ~26X of their 2011 $425M fund in 8 years which is an IRR of 50%. Wild.1.2×01.7k24137
86Jun 18, '21Do you click on ads of companies you don't like so they get charged or are you normal1.2×02k8627
87Aug 26, '22The story is fascinating • founder bought domain for $55K in 2005 • bootstrapped for the first 15 yrs to over $50M/yr in revenue • big spike with Queen's gambit + COVID (2-5x new u1.2×01.8k82167
88Oct 27, '21Just absurd that Google search is a $150B/yr of revenue business still growing at 44% y/y. The best business ever invented1.2×01.8k11976
89Mar 15, '22Zoom, the company that became a verb during the pandemic, is down 12% since the pandemic started. In that period: - Revenue is up ~5x from ~$830M to ~$4.1B - Operating margins are 1.2×01.7k91125
91Aug 6, '21Digital orders as a percent of sales • McDonalds: ~20% • Starbucks: ~25% • Chipotle: ~50% • Domino's: ~75%1.1×01.6k15894
92Jul 11, '21Really hope the English Media don't scapegoat Rashford, Sancho, and Saka. It takes a lot of courage for 23, 21, and 19 year olds to step up to take a penalty after coming on as sub1.1×01.6k1979
93Nov 8, '21Tesla lost ~$50B in market cap today (which more than the market cap of the entirety of Twitter) because of a Twitter poll1.1×01.6k13820
94Feb 23, '22The role the film The Social Network played in the rise of startups is underrated1.0×01.5k10690
95Sep 13, '21Mailchimp went from $0 to $800M in revenue and a $12B valuation at acquisition with no outside funding. Believe it is the first bootstrapped decacorn exit in tech.1.0×01.5k16654
96Nov 13, '22FTX is a sponsor of the Cricket World Cup. They removed the logo that used to be on the pitch for the final today 🤣1.0×01.7k6515
97Jul 1, '22Wow, Klarna raising a new round at a $6.5B valuation, 85% lower than their round at $45.6B last June. For comparison, Affirm is down ~75% in that period.1.0×01.3k10886
98Feb 3, '22AWS still growing at 40% y/y at a $71B run rate. What an incredible business.1.0×01.5k8128
99Dec 3, '21OH: A DAO is an organisation run on Discord instead of Slack0.9×01.5k9138
100Oct 28, '22Since Parag took over Twitter 11 months ago, Twitter's stock is up 22% while the S&P is down 16%. He'll also reportedly receive a severance of ~$42M. Job well done I guess🤷‍♂️0.9×01.3k8125

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