Aarthi Ramamurthy (@aarthir) header
Aarthi Ramamurthy (@aarthir) profile picture

Founder, Schema Ventures. Builder. Ex - FB, NFLX, MSFT. Married to @sriramk. aarthi at gmail.

San Francisco, CA, US.
Joined May 2007
Photo by Aarthi Ramamurthy (@aarthir)Photo by Aarthi Ramamurthy (@aarthir)Photo by Aarthi Ramamurthy (@aarthir)Photo by Aarthi Ramamurthy (@aarthir)Photo by Aarthi Ramamurthy (@aarthir)Photo by Aarthi Ramamurthy (@aarthir)Photo by Aarthi Ramamurthy (@aarthir)
It's been a little over 9 months since I wired my first check as a solo GP at my firm, Schema Ventures.  Here’s a few observations:
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I jinxed it and my agent messed up the dimensions for the packaging box (for my fun side project) and cost me $300 more 😑
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Build apps for your kids. It's the best.
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Same realization - adversarial agents have no context on what your goal is, so the results are gobbledygook anyway
this is basically the bitter lesson at work the smartest models will need fewer and fewer tokens, they won't need to verify their work or check it for bugs, they will just be right
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hot take - the old-school web form was ahead of its time. We had one monolithic page, plain text fields, one submit button - perfect for agent one-shotting. Then we messed it all up and split it into multi-step AJAX-fied flows with a radio button on every screen, and those are awful for Computer Use.
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My nights-and-weekends project is finally close to shipping, I'm just really excited 🤩 Last night, my agents helped me navigate a freight forwarder by pulling together HTS codes for parts during the call, telling me what paperwork to submit for customs/tariffs, and which trade lawyers to talk to. Impossible to speedrun like this (for a n00b like me) without agents. What an amazing time to live in.
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If I had a small business, I would 100% jump on the Muse bandwagon right now. Meta has a ton of great marketing and analytics tools for getting SMBs in front of its users. The biggest issue has been that many of these don’t talk to each other (each built by different teams internally) and are hard to pull data together. For the first time, there’s a single interface + seamless way to connect all of them and run your business from Muse.
Muse for SMBs might be the most underrated story in consumer agents right now They have near-infinite consumer distribution at very low cost, with a base of 3.64 billion daily active users across Meta apps But even more importantly, more than 500M SMBs use Meta for marketing. If Meta gives agent discoverability (preferred or not) to that SMB base, it could be a huge boost, especially for local businesses who can hyper-target users with urgent purchase needs Meta said in their Q3 earnings calls (and in blog posts prior) that they plan to build an ecosystem of connectors for SMBs in Muse - analytics across your Meta accounts plus QuickBooks, Canva, Stripe, etc. Many of these businesses are already trusting Meta with their growth / ad dollars - I could see Muse becoming almost a nervous system for SMBs that allows Meta to capture more and more of their activity over time Shopify has already leaned into this (@tobi) - Muse can search across the Shopify catalog and complete purchases for consumers, and businesses can manage their Shopify store in Muse via a connector And, the early Muse user base has shown a willingness to purchase via agents. 25% have completed a transaction via Muse, with average purchase size over $200. And, the top activity on Muse is shopping Very curious to see what comes next here, especially with holiday gifting on the horizon 👀
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If I had a small business, I would 100% jump on the Muse bandwagon right now. Meta has a ton of different marketing and analytics tools for getting SMBs in front of its users. The biggest issue has been that many of these don’t talk to each other (each built by different teams internally) and are hard to pull data together. For the first time, there’s a single interface + seamless way to connect all of them and run your business from Muse.
Muse for SMBs might be the most underrated story in consumer agents right now They have near-infinite consumer distribution at very low cost, with a base of 3.64 billion daily active users across Meta apps But even more importantly, more than 500M SMBs use Meta for marketing. If Meta gives agent discoverability (preferred or not) to that SMB base, it could be a huge boost, especially for local businesses who can hyper-target users with urgent purchase needs Meta said in their Q3 earnings calls (and in blog posts prior) that they plan to build an ecosystem of connectors for SMBs in Muse - analytics across your Meta accounts plus QuickBooks, Canva, Stripe, etc. Many of these businesses are already trusting Meta with their growth / ad dollars - I could see Muse becoming almost a nervous system for SMBs that allows Meta to capture more and more of their activity over time Shopify has already leaned into this (@tobi) - Muse can search across the Shopify catalog and complete purchases for consumers, and businesses can manage their Shopify store in Muse via a connector And, the early Muse user base has shown a willingness to purchase via agents. 25% have completed a transaction via Muse, with average purchase size over $200. And, the top activity on Muse is shopping Very curious to see what comes next here, especially with holiday gifting on the horizon 👀
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Why I’ve always thought founder led sales is undervalued - formal sales training has negligible value, and you really have to really on instinct, ability to improvise and having ownership to be able to close enterprise sales deals
warning … just typed, longer than normal — the problem with enterprise sales is it is very, very hard to teach sales training only makes you worst at it, too if you take sales advice too hard, you become walking commodity (sales bro) if take sales advice too little, you waste too much time or never create urgency (ineffective) it’s a lot of improv, esp because it’s unscripted you also need to understand good deal craft, corporate incentives, and corporate project management and, put yourself in a position where they are willing to put you in front of their boss/exec peers founders can short-cut this, to a point and should try to take it as far as they can it’s really hard, every deal is hard BUT, once you’re in … the entire game flips in your favor
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From James Fox’s Craftland - you can still see the excellence in Sheffield’s toolmaking past if you have a chance to buy a vintage wrench or a screwdriver from a post WWII company from Sheffield (like William Marples)
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Aarthi Ramamurthy retweeted
We mourn the passing of Patrick Stewart, who inspired countless individuals at NASA (and beyond) to boldly go where no one has gone before.
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Aarthi Ramamurthy retweeted
ST:TNG Inner Light ST:TNG The Drumhead ST:TNG All Good Things Part 1 and 2 And just because Picard S3:E10 “The Last Generation” Pics : the framed print @aarthir bought me, the iconic card scene , the flute and finally him standing on trial representing all of humanity. There is no better person for it.
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Aarthi Ramamurthy retweeted
What a heartbreaking week it has been. Sir Patrick Stewart was a friend, a colleague, and a magnificent actor. From the stage to the bridge of the Enterprise, he brought intelligence, grace, and a deep sense of humanity to everything he did. Captain Picard stood for the best of us, and so did the man who played him. I was filled with affection and admiration for him and his work. My heart goes out to Sunny and his family. He will be deeply missed.
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This launch video is incredible. Please take my monies.
BlueChip. Built in America. America made the first electronic computer to win a war. Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation. Today, we bring it home.
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Amazing project by @judegomila on automating every startup building side quest so founders can focus - "All the BS processes and fluff work that founders waste their time on needs to goto zero. I want to see more supersonic planes, cancer drugs, seemingly impossible missions done and increase the bang for buck founders have with their funding."
I'd like to share a little about what I've been working on at my new company @ultrametricai with my cofounder @tylerlastovich. We have been exploring how we could automate the startup itself, leaving founders with more time to focus on their exact mission. Enter our first release of the Open Startup Repo: github.com/ultrametricai/ult… A common foundation for transparent automation of the startup. After close to 20 years in silicon valley, backing hundreds of amazing founders & startups, being in the trenches of founding Heyzap (YC08), then solo founding @golden, going through 2 acquisitions and working behind the scenes with some of the iconic companies today, I'm witnessing the largest change to how we work I could have imagined - a truly monumental era of creative abundance. I believe the next generation of companies will largely run themselves: from operations, code, product upgrades, growth, vendor control & selection, process execution, special situations, strategy etc etc. That leaves founder time for 'the art' at the very niche core: the (currently) unautomatable, the special leaps humans tend to make, and north star setting. We want founders to go super deep into the main problem they are trying to solve and not get held up doing anything else, from searching for domain availability with trademark checks to setting their company up, to running their processes on autopilot. So to help that broad foundational layer for starting and running a company, we have spent around a year exploring how to help founders focus on their mission across different verticals, geos, stages and initial starting conditions. Our first few attempts at making something useful actually failed as the market and AI was moving so fast; it just got absorbed into the models or other product releases. We saw polsia happen, openclaw, then grokbot, muse, dots, etc era as the astras, fables, opuses, kimis and jevs rolled out. What seemed to have been missing along the way was a common repo to identify, unify, open and normalize all the lego bricks that startups have to interact with (vendors, processes, business logic, law, best practices, surface areas, art of the possible). As the number of software vendors blew up, the interfaces to drive them multiplied, the international startup founder blew up as silicon valley moved from a specific location to a state of mind and global movement. Unlimited pre seed funding in unlimited vertical sub markets and permutations has brought us to the age of infinity but we have yet to achieve being able to type into an agent a very simple sentence with very complex implications 'just setup my company and make $1m/m'. We have ended up with a hybrid mismash of computer use, API calls, plugins, shifting surface areas (API/MCP/CLI/plugins/chats/musish futures), and changing model absorption to vendor balance making it an exciting and unstable time. As our first step we started to rank all the vendors that startups interface to when going about their journey in terms of how agentically controllable they are via their APIs, MCPs, CLIs etc and computer use compatibility as we are largely switching from a UI driven world to the agentic control surfaces and onto full automation. We have 100 ranking areas you can check out with an overall open ranking here: ultrametric.ai/overall Then we looked at the processes that startups do and how the vendors rank for the sub steps or process as a whole and how this changes across geos. Open processes: ultrametric.ai/processes Then we started to hack on an open repo for startups that would contain all the components we are going to need for a common foundation for founders across the globe even if our gov processes vary so much from Bengaluru to SF or Lisbon to Shenzhen. The founder spirit is geo-invariant. We have looked at special founder/startup situations, the business logic that will make open modules for the startup that we can hack on together, ranked law firms, government services and interfaces, stacks that go well together. We have mapped the law and lore that maps to startups and the schemas that make up the data objects and documents. But also the open documents and the missing gaps. MUCH TO DO. All the BS processes and fluff work that founders waste their time on needs to goto zero. I want to see more supersonic planes, cancer drugs, seemingly impossible missions done and increase the bang for buck founders have with their funding. This is a work in progress and we are keen for the community to come hack on the repo with us here: github.com/ultrametricai/ult… Lets get into the structure of the general repo and the visualizations we made on ultrametric.ai site with example links: - Open rankings: ultrametric.ai/overall - Open rankings example (online payments): ultrametric.ai/arena/payment… - Open ranking example 2 (cap table): ultrametric.ai/arena/equity-… - Open processes: ultrametric.ai/processes - Open process example (Incorporate C-Corp) ultrametric.ai/processes/inc… - Open situations that founders face: ultrametric.ai/situations - Open startup simulator (you can test our different initial starting conditions): ultrametric.ai/startup-sim - Open modules (e.g. cap table, payroll logic etc - we'd love help improving these) ultrametric.ai/open-modules - Open law (we are interested in how law changes the processes, situations and normalizing this over time) ultrametric.ai/open-law - Open lore (we are interested in the historical lore of startups, the rules of thumb and heuristics that might guide your agent): ultrametric.ai/open-lore - Open fields (we are interested in how the schema for the data connects to the open modules, business logic, open documents and artifacts of each process eg how is a EIN defined?) ultrametric.ai/fields - Open documentation (eg SAFE notes and missing! docs) ultrametric.ai/open-document… We have looked at YC companies as well in terms of which ones do well agentically: ultrametric.ai/yc We are interested in stacks and how people are changing their work: ultrametric.ai/stacks We are interested in what is automatable and where the agentic ceiling is currently and how to push that up in all areas: ultrametric.ai/rankings/proc… There is more for you to explore and a lot more coming in terms of how you will be able to navigate business in an optimal way in your chosen surface area; whether you are hanging in grokbot, dots, muse, claude, terminal, chat, or whatever is coming up in this exciting time. We have a lot of data to collect, clean up and help agents navigate the vast landscape emerging functionality the entire startup ecosystem has to offer. Come join us getting your vendor in, ranked or that access pattern you have wanted or getting the data more accurate in terms of which vendor is best for a process or steps. Or open a module of something that currently cost money that could be free. Also come play in our discord for founders and join the chaos (we can solve each others issues including fund raising tips from me personally): discord.com/invite/3aHky836q… It's time to lift all the boats in the harbor and I'm extremely excited as to what the community of hackers and painters will hack into the repo, what asks they will have and whether we can shift normalization of processes globally, gov agentic interfaces and have common repo for founders that grows over time. I expect a lot of experimentation along the way, bugs and upside... I appreciate our backers having faith in us as well from @ycombinator with @garrytan to @immad doing a sizable check (congrats on $1bn rev homie) to @darbyw (congrats on Stripe buying @clerkyinc), @drewhouston form @Dropbox and also @pioneer_fund @tomerlondon cto @GustoHQ and hopefully this is 'boring' and complex enough for Charlie Songhurst :> @delingpole @Liquid2V @ivolo from @segment @ryanpowe @sonicaghi of @kong @DellyTamer+ other supporters (@michaelwfrank, Fundamental ventures and if I missed you sorry moving fast!). [And don't worry, all vendor rankings are open scoring methods so no favors are being done if someone backed us and is a vendor they have to compete with how agentic and automatable they are just like anyone else.] PS: we have bugs and many quality upgrades to make but thought better to go out early and fix as a community. PPS: we have other stuff to launch we just thought this was a great place to start and have 200 PRs coming out pretty soon but I still want to know what is broken or doesnt make sense or inaccurate. Special thanks to current and past team members for getting us here and all the experiments we did you know who you are.
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This is the best articulation I’ve seen about what is going on, on hardware manufacturing (not just for building robots) in China. Even for my small hobby project, the sheer number of iterations, the process engineering discipline and the organizational design of China’s workshops as a direct comparison to anywhere else, blew me away. In order to compete, we need to be aware of how things are today. Take a look at the threaded replies for examples.
I've spent years in China building robots. I can tell you this playbook won't work: Pre-seed $: Invent the ultimate actuator. Seed $$: Figure out mass production. The hard part isn't inventing a beautiful topology. It's process engineering. The real delta between the US and China is the ability to execute the enormous amount of physical x mental work required to iterate thousands of times on product designs and manufacturing processes. Partly because much of the tacit knowledge / management systems has left the US, but also because of the sheer human labor required. This isn't something you can solve by buying traditional automation lines either. It requires: 1. Ideation driven by human intuition. Walking up and down the line, talking to assembly workers, and developing hypotheses about what and where improvements can be made. Raw human hours and attention spent understanding a specific manufacturing process. 2. Large batches of experiments across multiple variables. Coordinating experiments that can easily involve 50+ people, issuing instructions, and tracking the execution and results of each experiment. 3. Purpose-built test design to identify key metrics. For example, a change in gear hobbing profile might require accelerated aging tests on a dyno, while a change in bearing tolerance might require NVH testing. 4. Data + human intuition-driven analysis. Interpreting test results and deciding whether to implement a process change or run the next set of experiments. 5. Strict process control. Reissuing work instructions to the line and ensuring every process is followed to the letter. The best manufacturers in Asia, from Foxconn to TSMC, have built their competitive advantage on systematically turning thousands of physical experiments into better manufacturing processes. Their moat isn't just production scale. It's the organizational machinery that makes manufacturing learn and improve faster than anyone else. I don't think most people in SF clock this. Say you're manufacturing actuator gears in-house in the US. After you've made your first article, will you hire a team of 10 process engineers to coordinate the 50 technicians running concurrent experiments with designs, processes, and materials? To understand wear patterns across every pin in a cycloidal drive after 10,000 hours? To reduce backlash from 15 arcmin to 5, then to 1? Just to keep pace with China's progress over the next few years? Do you have the skill set and management systems in place to do this? That's why our approach isn't just to automate manufacturing. It's to automate the process of learning how to manufacture better. Automate simulation and design optimization. Automate assembly and physical testing. Automate the design and execution of process experiments. Feed real-world experimental data back into simulation to continuously improve sim-to-real accuracy. The goal is to turn what currently takes 50 engineers coordinating thousands of experiments into a closed-loop system that continuously learns and improves. Then the same robotic line mass-manufactures the product. PS: Coming back to actuator design, many actuator designs are already commoditized in China. The project in the video is open source, and CNC machining cost in China is just $27 (watch the video). I hope people understand this reality. I'll link more examples in the replies.
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I’ve been building on this dataset (see the Marble curriculum data) and it’s really cool
In July we open-sourced a dynamic graph of everything a child learns in primary school. 1,590 concepts, 3,221 dependencies. Now we’re turning every concept into interactive experiments kids can play and learn from. First one, age 7: heat and water. Everything that used to be a boring textbook can now be an engaging experience, potentially tailored to every child. Kids education just got a massive upgrade.
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In today's progress on my hobby project, my agent found fulfillment centers based on proximity to potential customers (lower shipping time), sent over specs, got terms, negotiated pricing and found me a 3PL (among 7 contenders). I signed the contract this morning. Whole process took 3 days, most of it was my agent waiting on the 3PLs to send information.
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