Niraj R.

As part of the IndiaAI Mission, Avataar is building UAI (Unified AI Interface) - a foundational DPI layer with thin, durable rails for trust and interoperability, connecting models, data and compute into a cohesive, discoverable ecosystem. We are privileged to collaborate with Prof. Ramesh Raskar (MIT) and Project NANDA: Architecting the Internet of AI Agents in shaping a broader “Internet of AI Agents” vision - exploring how a discovery layer for India’s evolving digital public infrastructure can unlock openness, innovation and responsible scale together. Equally grateful to Aafreen Siddiqui Sherwani (United Nations) for anchoring the dialogue, and to Pradeep Gupta (NVIDIA), Tanvi Lall (EkStep Foundation), Vineet Singh (Digital Green) and Jibu Elias (Mozilla Foundation) - for a thoughtful, forward-looking exchange on what it truly takes to build open AI platforms for India. The real opportunity ahead is not just technical, it is architectural. How we design these rails now will shape how intelligence compounds across citizens, enterprises and governance systems for decades. What principles should guide the design of AI infrastructure at national scale? #IndiaAI #DigitalPublicInfrastructure #ViksitBharat

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✨ Whole Vibe: Anysphere’s AI Coding Tool Hits Different Santosh Rao just published our initiation report on Anysphere, the company behind Cursor, the AI code editor that’s revolutionizing software development. With $500MM ARR achieved in just 24 months and zero marketing spend, this represents one of the most compelling growth stories in enterprise AI. 🔑 Key Highlights: 🚀 Explosive growth from $0 to $500MM ARR in 14 months, nearly doubling every two months 👥 Over 1 million daily active users and 360,000+ paying subscribers across individual developers and Fortune 500 companies 🏢 Adopted by 50%+ of Fortune 500 companies including NVIDIA, Uber, Adobe, Stripe, OpenAI, and Spotify 💰 $1.07B total funding including $900MM Series C at $9.9B valuation (281% markup from December 2024) 🧠 Leading the “vibe coding” revolution where natural language prompts generate functional code ⚡ Exceptional team productivity: ~$5MM ARR per employee vs $125K median for private SaaS companies Why This Changes Everything: 1. Anysphere is spearheading the fundamental shift in how software gets built, with AI now generating 41% of all code globally in 2024 2. The company achieved $500MM ARR with zero traditional sales or marketing, proving exceptional product-market fit through pure viral adoption 3. Their AI-native approach and developer ecosystem create compounding network effects that become stronger as adoption scales ✍🏼 What strikes me about Anysphere isn’t just the growth metrics, it’s the paradigm shift they represent. When 92% of developers now use AI coding tools and companies like Google report 25% of new code is AI-generated, we’re witnessing the industrialization of software development. Anysphere didn’t just build a better code editor, they built the infrastructure for how all future software will be created. The fact that they reached $500MM ARR without spending a dollar on marketing tells you everything about product velocity and developer stickiness. This isn’t incremental improvement, it’s fundamental transformation of the $500B software engineering industry. MVR projects their 2025 revenue between $700MM-$1B, with a trajectory toward $2.5-3.3B by 2030. When every developer becomes 10x more productive through AI assistance, Anysphere is positioned to capture that value at unprecedented scale. Talk soon, Jc 🔗: https://lnkd.in/gn6jxFps #VentureCapital #MVPAllStarFund #TechInnovation #preipo #siliconvalley #unicorn #MVPALLSTARFUND #mvpvc #mvp #therealmvpvc #venturebytes #allstar #ipo #research #technology #tommorowsipostoday #SecondaryAsAService #saas #SecondariesAsAService #Anysphere #Cursor #AICoding #SoftwareDevelopment #DeveloperTools #ArtificialIntelligence #VibeCode #ThriveCapital #Accel #AndreessenHorowitz

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Exclusive Profile Release by The Silicon Review under 5 Leading AI Solution Providers 2026 Shirish Nimgaonkar, Founder & CEO of eBlissAI Shirish Nimgaonkar, Founder and CEO of eBlissAI, explains how eBlissAI’s context-driven reasoning architecture adapts to performance, uptime, and compliance needs across healthcare, finance, aviation, and manufacturing. Read here: https://lnkd.in/gRy_3UWy #thesiliconreview #latestmagazine #ShirishNimgaonkar #eBlissAI #DiversityInTech #AIArchitecture #ContextualLearning #SectorAdaptability #HealthcareAI #FinanceInnovation #AviationTech #ManufacturingExcellence

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Breaking the Seal: Tsavorite Scalable Intelligence’s Leap in AI Infrastructure   Thrilled to share what we’ve been building at Tsavorite — a new class of AI compute designed for performance, scalability, and energy efficiency.   “With the Omni Processing Unit and our MultiPlexus fabric, we’ve built the first truly composable, developer-friendly, AI platform that delivers step-change gains in efficiency, cost and scale from edge to hyperscale. With production silicon and Helix AI appliances on track for 2026 and more than $100M in pre-orders, we’re turning the promise of agentic AI into practical, deployable infrastructure.” — Shalesh Thusoo, Founder & CEO of Tsavorite 🔗 Read more https://lnkd.in/gfEEy_jb   With $100M+ in customer pre-orders, Tsavorite’s technology is already resonating across the AI ecosystem. Our Omni Processing Unit (OPU) reimagines how compute, memory, and interconnect seamlessly work together to scale AI workloads — from edge to hyperscale. Partners , Customers and Industry leaders are already recognizing the shift: 🔗 Read more https://lnkd.in/gfEEy_jb “By building on Arm Neoverse, Tsavorite is delivering a platform that brings together their own specialized innovation and Arm’s proven high performance and energy efficiency, enabling AI solutions that scale from edge to hyperscale.” — Dermot O’Driscoll, Vice President, Product Solutions, Cloud AI Business, Arm “By combining compute, acceleration, and memory into a single device, this innovation holds strong potential to enhance performance across learning, inference, and emerging agentic workflows.” — Eric Eppe, CTO for Advanced Computing and AI at Eviden, Atos Group “Tsavorite’s composable architecture is a remarkable example of how advanced design and Samsung Foundry’s leading process technology can come together to redefine efficiency and scalability in AI computing.” — Margaret Han, Executive VP & Head of US Foundry at Samsung Electronics “Enterprises are increasingly focused on achieving greater AI performance while optimizing the power available to them and keeping costs under control. Tsavorite’s approach to high-efficiency computing aligns with the broader industry shift toward sustainable, scalable AI infrastructure.” — Michael Kuperman, Chief Reliability Officer & SVP Cloud Operations, Zscaler, Inc. Looking ahead, Tsavorite is poised to reshape the balance of innovation in AI infrastructure.

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Very happy so share the launch of FleetIQ by Clockwork Systems, Inc. Borrowing from CEO Suresh Vasudevan, clockwork was built by solving a decades old networking problem that is extremely relevant for the growing GPU cluster market: 𝙎𝙤𝙛𝙩𝙬𝙖𝙧𝙚 𝘿𝙧𝙞𝙫𝙚𝙣 𝙁𝙖𝙗𝙧𝙞𝙘𝙨 Clockwork treats the network fabric as a programmable software control plane that: 1. Provides microsecond-granular visibility from hardware through communication libraries into AI jobs 2. Applies path-aware, closed-loop control so small faults don't crash massive AI training runs, and network congestion does not slow AI innovation 3. Runs anywhere - any accelerator, any network, any cloud No hardware lock-in. Just Software-Driven Fabric Magic. 𝙏𝙝𝙚 𝙧𝙚𝙨𝙪𝙡𝙩𝙨 𝙨𝙥𝙚𝙖𝙠 𝙫𝙤𝙡𝙪𝙢𝙚𝙨 In just 5 months since our Beta began: 🚀 15 in-depth POVs completed 🚀 Uber is rolling us out globally to lower detection time from hours to minutes 🚀 DCAI (Denmark's AI supercomputer) is using us for quantum computing & drug discovery 🚀 Two European neoclouds are embedding us in customer GPU clusters 🚀 A global hyperscaler is deploying us across their entire cloud 🚀 A global social network and a global video platform provider are accelerating their AI-powered user workflows Congratulations Balaji Prabhakar on a fantastic launch!

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📈 More LLMs, higher quality!! 💰 Gemini, Cursor (Composer) & GPT-5 reviewed Claude plans & implementation on 27 PRs Only 35% of issues were found by multiple LLMs. The rest of the findings? Completely unique to a single tool. Claude caught a CSRF bypass and WebSocket auth gaps that nobody else touched. GPT-5 flagged flow-breaking type errors. Cursor caught race conditions and a few bugs. Dropping any one tool would leave blind spots. Claude is the strongest reviewer, however, in Claude Code it has the most context as well. Subjectively, Cursor Bugbot delivers best insights & actual bugs on Github - Composer run on local changes is not as productive. My next steps are 1) Quantify quality of Copilot & Bugbot reviews on Github 2) try claude-octopus (link in comments) & acpx for stability of the setup

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