• BD Manager by day, podcaster by night • 470+ episodes hosted • Ex @oyorooms • 4.5K+ read my newsletter: https://xitter.cf/t.co/pAUnc2XHIK
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Joined September 2009
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Bajaj Finance Limited's journey is a story of growth and transformation:
- Founded in 1987, originally focused on vehicle financing for Bajaj Auto.
- Expanded into personal loans, SME financing, and mortgage lending.
- Reinvented in the 2000s, led by Sanjiv Bajaj and Rajeev Jain.
- Now one of India’s largest NBFCs, serving 88.11 million customers.
- A key player in shaping India's financial landscape across diverse sectors.
Rohit Malhotra retweeted
Adding an agent to group chats is becoming a basic feature that is a must for any AI agent
In the past week we've seen Wabi, Tomo Community and now Instinct Group Chats - lots of innovation continuing to rise in this multi-player space
However, I'm still not convinced that simply adding an agent to a group chat solves the gap (though it is absolutely a necessary step)
What concerns me:
1/ everyone has a different taste for agents. how verbose they may be, their tone, their level of noise - these are all factors that can lead to different perceived experiences in the same chat
the beauty of having your own agent is that it is tailored to YOU
so the question becomes, how does an agent determine who to most cater to?
2/ the vibes of a group chat inherently change when a 3rd party is added, it becomes more of a transactional group chat rather than social (imo)
i can see a solid use case for an active agent in a group chat when it comes to planning or serving a very specific purpose but i'm not sure i'd want an agent in my general group chats
Super pumped to continue seeing teams sprint and ship at lightning speed, letting little ole consumers like me play around, have fun, and opine on the most electric space in consumer tech
Instinct in group chats is now available to everyone on iMessage.
Add Instinct to a group chat, and it works for the whole group, including for friends who don’t use Instinct yet. The group gets its own Instinct that only knows what’s in the chat, not anyone’s accounts or data. When it needs something from you, it goes through your personal Instinct, which confirms with you first.
A few things early access groups have used it for:
- Planning a dinner party with friends
- Organizing a road trip
- Decorating an apartment
Add Instinct to any group chat to get started.
@GajanNagaraj @anuda_w @saagarwashere
Jason Lemkin runs GTM with 21 agents and still rates AI cold outbound a 5 out of 10.
His fix isn’t more tooling. It’s first-party data. The account history you already own beats every scraped signal.
AI Won’t End Sales: Why Trust Still Wins in 2026
Listen here - youtube.com/shorts/zUKA5O5W8…
Rohit Malhotra retweeted
Only 250 ppl spending $10M+ is wild & this is the Anthropic bull case succinctly put. It doesn't matter if margins come down / are thin, basically no one is actually using AI yet, and everyone will.
Rohit Malhotra retweeted
There’ll be times where you over-guide the AI. It knows better than you and is more intelligent than you.
There’ll be times where you under-guide the AI. It can go off-track, have the wrong biases, or miss context.
How well you manage this superpower is the #0 skill I look for.
Analysing a new tool: predictable.ai -> Love the UI/ UX and how simple it is to set up
Rohit Malhotra retweeted
The state of AI assistants & the agentic economy, today: October 26th, 2026
🥇 Top Stories From Last Week 🥇
> @AnthropicAI opened a research preview of Claude Duet, their take on an AI personal assistant
> @Walmart launched Agent Gateway, an MCP connection that lets agents access its store, deviating from Amazon's precedent
> @1Password announced 1Password for Agents, letting agents sign into sites for you without ever needing your password
📬 AI Assistant Competition Updates 📬
> @bot launched Pages for reports, memos and dashboards
> @bot launched phone access to Calendar, Reminders, Contacts and more on iOS and Android
> @bot .77 release most notably added the ability to make Calls (dial, hold, press keys, live transcript)
> @wabi launched 2.0, a group agent that lives in one shared thread
> @TownAI raised a $108M Series B at a $1B valuation for multiplayer work assistants
> @wajo_ai launched Fo MCP, which lets the assistant control physical devices
> @humansand launched Boba, a social-driven AI agent
> @Muse crossed 10M users in ~40 days
🤖 The Agentic Economy Roundup 🤖
> @Yelp launched Check for Me, an AI phone agent that calls a restaurant for you
> @Mastercard opened early access to Agent Pay for Machines after pilots with Coinbase, Cloudflare and others
> @gigi_network launched as an agentic networking solution, an agent to help you find warm intros
> @phoneuse_ launched as the first "phone use" product, an MCP/API that gives AI agents their own cloud phones
Want this breakdown delivered straight to your inbox?
Subscribe here: at-your-service.beehiiv.com/…
Why Negative Reviews Can Boost Sales
Listen here - youtube.com/shorts/1-MQb9WZ8…
Rohit Malhotra retweeted
Anthropic $ANT IPO filing shows it now generates $2.08 in revenue for every $1 spent on compute which is up from just $0.40 in Q1 2025.
Whats wild is that revenue grew ~29x while compute spending rose only ~6x as products like Claude Code drive adoption and more efficient models make each AI task cheaper to run.
Rohit Malhotra retweeted
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Rohit Malhotra retweeted
when building gets 10x cheaper you dont build the same with fewer people
you build 10x more things
Rohit Malhotra retweeted
Never forget X's #1 rule:
Everyone has found the secret to riches.
Except you.
Stop Discounting: Price With Confidence in B2B Sales
Listen here - youtube.com/shorts/Zlh-i4FDI…
Rohit Malhotra retweeted
The MOST obvious (but REALLY good) STARTUP ideas right now:
1. Zestimate for company data (what your data is worth to an AI lab)
2. Google Analytics for agents (see which agents visit your site and what they want)
3. Y Combinator for 1 person companies (back solo founders running a team of agents)
4. Okta for agents (who each agent is and what it's allowed to touch)
5. Marie Kondo for your company's data (clean it up so agents can use it)
6. FICO for agents (a trust score before an agent can spend money)
7. Geico for agents (insurance for when an agent makes an expensive mistake)
8. Datadog for agents (see every step your agents took)
9. Twilio for agents (phone numbers and texting for agents)
10. Upwork for agents (hire an agent for a job instead of a freelancer)
11. ESPN for AI (every model launch covered like a big game).
12. Shutterstock for robot training videos (get paid to film yourself doing chores)
13. Credit Karma for what AI knows about you (see it, fix it, delete it)
14. Norton for AI scams (protect your parents from fake voices and emails)
15. PayPal Buyer Protection for agent purchases (fixes it when your agent buys the wrong thing)
16. Geek Squad for AI (set up personal agents for families and small businesses)
17. Dell for private AI (AI in a box for firms that won't use the cloud)
18. Carfax for used GPUs (a health report before you buy secondhand)
19. Airbnb for idle GPUs (rent out computing power you're not using)
20. Rotten Tomatoes for AI models (real reviews instead of benchmarks)
21. G2 for skills (find the best skills for your agent)
22. Dropbox for your AI memory (take what your agent knows about you to any agent)
23. Canva for physical products (design it with AI and get it made)
24. ADT for your personal agent (alerts when your agent does something it shouldn't)
25. Hertz for robots (rent one for a move, a deep clean or an event)
26. Harvard Business School for internet businesses (a real education in building online)
27. Workday for agents (onboard, manage and offboard your digital workers)
28. Getty Images for your face and voice (license your likeness to AI safely)
29. Meta Muse for older adults (and other high LTV niche)
30. Google Ads for agents (pay to be what the agent recommends)
31. Loom for agents (a walkthrough of everything your agent did)
32. Plaid for agents (approved access to banks, airlines and stores)
33. Jiffy Lube for vibe coded apps (quick fixes when your AI built app breaks)
34. Ancestry for datasets (where your training data came from)
35. The organic label for human-made content (proof a person made it)
36. Strava for builders (track what you ship every week)
37. Honey that haggles for you (your agent negotiates the price)
38. SEM Rush for personal agent platforms (like Muse etc)
39. Frequent flyer miles for agents (loyalty programs built for agents)
Rohit Malhotra retweeted
Holy moly... this new paper finds that 88% of VC-backed founders receive zero exit value 🤪🤪🤪
Rohit Malhotra retweeted
Someone asked what was the best way to get hired by a startup. I told him it was to start one and then hire himself.
Rohit Malhotra retweeted
Established companies will at best adapt to AI. Newly founded startups will be AI-native from the start. This is an interesting example of a company in the middle, which (by great effort) remade itself as an AI-native company.
We built a $150M ARR business twice.
The first time took 8 years. The second took 2.5.
Today, Podium crossed $150M in AI annual recurring revenue.
Three years ago, we already had a great software business. Well over $100M in revenue, tens of thousands of customers, and a product we'd spent nearly a decade building.
And we decided to start over.
The business was performing well. But we believed AI was going to fundamentally change the software industry and make much of traditional software obsolete.
As a founder, you pour your life into what you're building. An insane amount of time, sacrifice, and effort. The hard part is not getting too attached to it.
When we started building our first AI agents, we had to confront the possibility that much of what we'd built might not be that valuable in the future. That's a tough pill to swallow.
But we also realized those same 10 years had put us in a unique position to take advantage of what AI could do for our customers.
Instead of protecting what we'd spent a decade building, we decided to bet the future of the company on AI employees that actually do the work for our customers.
We massively underestimated what we'd signed up for.
We ended up building entirely new operating systems for the industries we serve, from the AI agents all the way down to the systems of record. Now customers run their entire businesses on Podium.
Reinventing our product wasn't even the hardest part. We had to reinvent how the entire company operated.
When you've been running a company for over a decade, the operational inertia is incredibly powerful. We had to rethink how we build products, how we sell, how we serve customers, and how we run the business.
We effectively started a second startup inside an already successful company. And we're still at the very beginning.
Today, we have 20,000 AI agents working for our customers. They've helped generate more than $13 billion in revenue for those businesses. And we're barely scratching the surface of what AI will be able to do for them.
And we've done all of this while becoming profitable and generating free cash flow. We're building Podium to be around for decades.
Huge credit to our team for having the guts to make this bet and the ability to actually pull it off. We still have a long way to go and tons of problems to solve, but it's so damn fun to be winning when the opportunity ahead is this big.
In the age of AI, you can either disrupt your own company or wait for somebody else to do it.
I'd rather do it ourselves.