Sriram Krishnan’s Newsletter
Sriram KrishnanTech, startups, business, venture
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 92 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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sriramkrishnan.substack.comLatest Issues
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I wrote about Bending Spoons at the end of last year. We’ve been investing in the company since 2022 and have been doubling down ever since. Back then we tried to introduce the company to many (Silicon Valley) VCs but most didn’t bite. Thes...
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Thank you to Nick Fleisher (Sandstone), Vic Yeh (Cara), Felix Ejeckam (Akash Systems) and Boris Sofman (Bedrock Robotics) for speaking at our Kearny Jackson AGM last week.
They shared their unfiltered thoughts on what’s working, what’s ha...
timezones
Frontier AI labs like OpenAI will need to diversify their paid consumer base by acquiring more (paying) users in APAC to improve GPU utilization rates.
Consumer AI usage is spiky and follows the sun. APAC is active during the West's sleep...
heat
AI data centers are constrained by power and chip supply.
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Chips: Demand scales in months to years. Designed by NVIDIA and AMD. Efficiency is set at silicon level years before a server ships
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Power: Supplied by the grid and scales...
command
As AI agents become the primary way things on the internet get found, used and purchased, every company needs to build infrastructure to attract them.
Agents traverse the internet programmatically. They don’t care about beautiful interface...
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