Jaya Gupta
@JayaGup10 • 35,680 subscribers
tweets about AI and other fun stuff. currently @foundationcap; wrote the context graph paper. previously McKinsey, @georgiatech, @stackfolio (acquired),
Videos
Jon Saad-Falcon and Avanika Narayan propose measuring intelligence per watt rather than capability. It reframes the margin question. Frontier pricing does not require better models to fail. It requires only that switching costs stay near zero, lock-in stays weak, and most workloads never reach for the frontier. All three hold.
Jaya Gupta27,706 次观看 • 1 个月前
Fulcrum just raised $25,000,000 to transform commercial insurance and it started in 2023 with two immigrant founders (Sambhav Anand and Arjun Mangla) chasing the American dream. We at Foundation Capital (cc Joanne Chen) were lucky to partner with Sambhav + Arjun at the seed, pre-product. Today, Fulcrum is becoming the AI backbone of insurance: - >¼ of the top 100 brokers as customers - Team grew 9 → 20 - 10× revenue growth in 2025 (and doubled again in Q4) They’re automating $30–40B of painful, manual work by building what we believe is the first context graph for insurance brokerages. This is what relentless looks like. 🚀
Jaya Gupta12,395 次观看 • 8 个月前
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