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VOICE ARCHIVE

Rakesh Agrawal

@rakeshsfnyc
95 posts
2026-03-01
Reminds me of when people mocked Microsoft for investing in FB at a $15B valuation.
2026-03-01 View on X
On my Om

Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI

My word, the torrent of news keeps coming.  You have hardly had time to digest the news of the $30 billion raise by Anthropic …

2026-02-28
Reminds me of when people mocked Microsoft for investing in FB at a $15B valuation.
2026-02-28 View on X
Axios

As part of the Amazon-OpenAI deal, the companies plan a “stateful runtime environment” for AWS, letting agents carry context forward to handle ongoing projects

Ina Fried /Axios:

Reminds me of when people mocked Microsoft for investing in FB at a $15B valuation.
2026-02-28 View on X
On my Om

Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI

My word, the torrent of news keeps coming.  You have hardly had time to digest the news of the $30 billion raise by Anthropic …

2026-02-27
Reminds me of when people mocked Microsoft for investing in FB at a $15B valuation.
2026-02-27 View on X
On my Om

Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI

Om Malik /On my Om:

Reminds me of when people mocked Microsoft for investing in FB at a $15B valuation.
2026-02-27 View on X
About Amazon

Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS

Amazon Web Services (AWS) and OpenAI will co-create a Stateful Runtime Environment powered by OpenAI models …

2026-02-11
First of many.
2026-02-11 View on X
Financial Times

Sources: KPMG negotiated a 14% lower fee for its 2025 audit by threatening to find a new accountant if Grant Thornton didn't pass on its cost savings from AI

2026-02-10
First of many.
2026-02-10 View on X
Financial Times

Sources: KPMG negotiated a 14% lower fee for its 2025 audit by threatening to find a new accountant if Grant Thornton didn't pass on its cost savings from AI

Big Four accounting firm's move to cut fees for its own audit comes amid debate over pricing model

2026-02-04
US Immigration policy at work.
2026-02-04 View on X
Bloomberg

Sources: Alphabet plans a new complex in Bengaluru, India, which can accommodate up to 20K extra staff, amid US visa restrictions and proposed H-1B fee hikes

Alphabet Inc. is plotting to dramatically expand its presence in India, with the possibility of taking millions of square feet …

2026-01-30
Waymo “made contact” with a school kid in Santa Monica. Translation: hit a kid. Simultaneously, announces service to SFO. (LMK if you have access to it, because I don't.) Nice way to try to bury a significant story.
2026-01-30 View on X
TechCrunch

Waymo says a robotaxi struck a child at 6 mph near an elementary school in Santa Monica on January 23, resulting in minor injuries; the NHTSA opens a probe

A Waymo robotaxi struck a child near an elementary school in Santa Monica on January 23, according to the company.

2026-01-29
Waymo “made contact” with a school kid in Santa Monica. Translation: hit a kid. Simultaneously, announces service to SFO. (LMK if you have access to it, because I don't.) Nice way to try to bury a significant story.
2026-01-29 View on X
TechCrunch

Waymo says a robotaxi struck a child at 6 mph near an elementary school in Santa Monica on January 23, resulting in minor injuries; the NHTSA opens a probe

A Waymo robotaxi struck a child near an elementary school in Santa Monica on January 23, according to the company.

2026-01-28
Convenience stores are driven by cigarette sales. They aren't the highest margin items in the store, but consumers develop habits and get addicted. I know my “guy.” Working in tech, I don't really have my “guy” for anything. But there is a lot of value in it. Amazon go had no
2026-01-28 View on X
GeekWire

Amazon plans to close all 57 Fresh and 15 Go locations in the US, as it pivots its physical retail strategy to focus exclusively on Whole Foods

Amazon's homegrown grocery stores are getting shelved.  —  The company said Tuesday morning that it's closing all of its Amazon Go and Amazon Fresh locations …

Convenience stores are driven by cigarette sales. They aren't the highest margin items in the store, but consumers develop habits and get addicted. I know my “guy.” Working in tech, I don't really have my “guy” for anything. But there is a lot of value in it. Amazon go had no
2026-01-28 View on X
Australian Financial Review

Amazon partners with Harris Farm to offer fresh food delivery in Australia for the first time, starting in inner Sydney, free for Prime members on AU$100 orders

Amazon will deliver fresh food to homes in Australia for the first time after striking an agreement with Harris Farm Markets …

2026-01-27
Convenience stores are driven by cigarette sales. They aren't the highest margin items in the store, but consumers develop habits and get addicted. I know my “guy.” Working in tech, I don't really have my “guy” for anything. But there is a lot of value in it. Amazon go had no
2026-01-27 View on X
GeekWire

Amazon plans to close all 57 Fresh and 15 Go locations in the US, as it pivots its physical retail strategy to focus exclusively on Whole Foods

Amazon's homegrown grocery stores are getting shelved.  —  The company said Tuesday morning that it's closing all of its Amazon Go and Amazon Fresh locations …

2026-01-26
My approach to real arr projections: if you are selling primarily to startups, you should discount by likelihood they will still be around in out years. Hint: they won't. And the degree to which you are giving away money. If your product sells for below your token costs, of
2026-01-26 View on X
SaaStr

Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this

Capital One just announced it's acquiring Brex for $5.15 billion.  An incredible, top .1% “exit” in less than 10 years …

I have no idea what bilt modeled, but once they take away the unsustainable giveaway, all those people are going to churn off. They had a deal that was too incredible to be true. That they couldn't buy the back book is even more damning. They have to reacquire those customers.
2026-01-26 View on X
SaaStr

Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this

Capital One just announced it's acquiring Brex for $5.15 billion.  An incredible, top .1% “exit” in less than 10 years …

2025-11-19
I'm looking forward to free rides! Based on my experience in Las Vegas, free is the right price for Zoox.
2025-11-19 View on X
CNBC

Amazon's Zoox says users in San Francisco can now sign up for its Zoox Explorers program to take free rides in its robotaxis in select neighborhoods

Annie Palmer / CNBC :

2025-10-27
Blood money is everywhere: 9/11, startups, golf, comedy, now AI.
2025-10-27 View on X
New York Times

How Saudi Arabia is pouring money into data centers and working with US and Chinese tech giants, landing its AI ambitions in the middle of a geopolitical tussle

www.nytimes.com/2025/10/27/t... Paul Mozur / @paulmozur : Instead of exporting oil, the kingdom wants to export computing power.  The idea is coders in Europe, Africa, and Asia con...

“Write my self-review to optimize my chances of promotion. Write 360 to sink everyone else.”
2025-10-27 View on X
Financial Times

Sources: JPMorgan Chase is giving staff the option to use its in-house LLM to write year-end performance reviews, a shortcut to the often painstaking process

Move allows employees to use bank's large language model to generate reviews from their own prompts X: @rakeshsfnyc X: Rakesh Agrawal / @rakeshsfnyc : “Write my self-review to opti...

Not surprising. Next step: building fake receipt detection into expense apps. Microsoft had the best expensing system. Charges flowed directly into their expense system from Amex. Anything under $75 you just had to approve. Others you had to upload the 🧾
2025-10-27 View on X
Financial Times

Employees are increasingly using AI to create ultra-realistic fake expense receipts; AppZen and others attribute the rise to advances in image generation models

Business software groups warn that top AI models are increasingly being used to create ultra-realistic fake receipts

2025-10-07
The one app I really want: searching Apple App Store. I want to type a few sentences to describe what I'm looking for. Current search-based discovery doesn't work.
2025-10-07 View on X
OpenAI

OpenAI announces apps that work inside ChatGPT, piloting Booking.com, Canva, Coursera, Figma, Expedia, Spotify, and Zillow for logged-in users outside of the EU

A new generation of apps you can chat with and the tools for developers to build them.  —  Try in ChatGPT(opens in a new window)Start building apps(opens in a new window)