Mayur Chheda @profchheda
Charlotte, NC Joined March 2026-
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Muse helped track down the new iPhone pro max across 10 Apple stores over three days for a local pickup…! Checking Apple Store site every few hours for inventory …! It’s awesome!!! @alexandr_wang
@devmchheda Congratulations to the cognition team! This is a huge milestone….
@cognition ARR almost went 10x in the last 12 months to cross $1B. Fastest growth and adoption within enterprise software. The quality of this revenue is extremely sticky. Large corporations like leading manufacturers, banks, financial and government institutions drive this ARR.
adding Cognition’s growth to a chart that circulated last year (h/t @Yuchenj_UW), you can see that execution speed defines the company this should not surprise those who saw Scott’s childhood mathcounts video, but hard to fully appreciate until seen in the context of the greats
@pmarca I have been saying this about banks for a few decades now - large banks will look more like tech companies rather than financial institutions. The percent of IT spend within large banks has grown over the decades and continues to rise. Truly, software is eating everyone else up.
AI may truly increase the size of the pie large enough to employ even greater number of engineers, developers, builders.
Is SaaS slowly turning back into Software Services? Original SaaS model was simple: Build once → sell to thousands → continuously improve → collect recurring revenue. But customers are increasingly demanding more customization, as they discover AI coding tools.
Maybe AI won’t eliminate software jobs. Maybe it will create an economy where we simply build—and maintain—far more software than we ever did before.
AI may make software dramatically cheaper to create while making the software ecosystem dramatically larger and more complex. SaaS reduced duplication by letting thousands of companies share one product. AI could reverse that: Everyone can build their own.
More engineers at customer companies. More forward-deployed engineers at SaaS companies. More customized versions. More cloud instances. More infrastructure, integrations, monitoring and support.
Now AI coding tools like @Claude Code, @devindesktop Devin and vibe coding give them another option: Why pay recurring SaaS fees when we can build what we need ourselves—and own the code? Ironically, this could increase the total cost of software across the economy.
3/3) The U.S. card system provides enormous value: credit, rewards, fraud protection, chargebacks and convenience. The interesting question is: Do we really need a 2–3% toll on commerce to get those benefits?
Do you like paying a Toll? A $100 payment costs a U.S. small business roughly $3… while a ₹500 payment in India can cost almost nothing? We rarely think about the economic cost of moving money. But at the scale of an entire economy, 2–3% is not a rounding error.
2/3) compare that with India’s UPI. Scan a QR code. Bank account → UPI → Merchant. For most transactions, there is no merchant discount rate charged. That’s a fundamentally different architecture. And I don’t think the lesson is “India good, America bad.”
1/3 ) A restaurant doing $1 million in annual sales could potentially spend ~$30,000 a year on card processing. That cost doesn’t disappear. Someone ultimately pays for it:
Tech industry has been pushing Global dominance at all costs - this needs to be tempered or we will end up destroying our own civilization and planet. The fake promises of unlimited resources, cheap medicines, miraculous cures, where the hell are they ?
Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes. This culminated in the third one taking over part of OpenAI itself. All this happened while humans remained
@chamath Slow down the proliferation of AI into the economy and civilization. That is what this article suggests. This whole extreme greed driven mindset within the tech community that justifies doing whatever it takes for global domination is what is going to bring down our civilization.
@elonmusk Does it still require you to hold the steering wheel and focus your eyes on the road ?
Ah… the benevolent state, where the wise rulers shower divine kindness upon all, guiding the dumb flock with an invisible hand to follow them to their collective doom!
Rome handed out free grain to 40,000 citizens in 73 BC. By 46 BC, Julius Caesar found 320,000 people lining up for their monthly ration. That eight-fold expansion happened in under three decades, and it shows you how welfare states actually grow. No Roman senator stood up and
Truly ambitious team!
The most ambitious agent built by the most ambitious team 🚀
The weights for the X algorithm have been publicly released. The highest boost to a post comes from copying its link to share it. (Try it on this one for a surprise!)
claire1honey 👑💋... @claire102n0
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Marc Andreessen 🇺�... @pmarca
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