One cannot be pessimistic about the West. This is the native home of hope. - Stegner
San Francisco, CA
Joined May 2010
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Nikhil Sachdev retweeted
@HarryStebbings tech revolutions start with fear and end with abundance - same with AI.
I think big layoffs grab headlines, the deeper trend is leverage and ultimately a sense of possibility. AI will drive companies to find efficiencies and cause real disruption in employment (which at a human level will not be fun and we need empathy for that).
But, we’re also going to see output per person go way up and expand whats possible.
History rhymes - mechanization, electrification, the internet, and cloud didn’t kill employment. It made those who embraced new technology vastly more productive and created new, often better, ways to work. AI will let companies do more with fewer people while expanding the overall economic surface area - more and better products, services, and businesses.
Adopt and adapt → more creation. A thousand flowers bloom.
Nikhil Sachdev retweeted
Jim Carrey illustrates
outcomes are fleeting. founders, artists, athletes… doesn’t matter. if you’re chasing anything, you have to ask: why?
because the ending never hits the way you think it will. the outcome fades. fast.
what sticks is whether the pursuit made you feel something. did it light you up? did it break you open? did you laugh hard with people you love?
that’s probably the only real scoreboard.
Nikhil Sachdev retweeted
It’s time! We’re opening native mobile up to public beta. Check us out on Product Hunt, grab a 1-month Starter promo, and drop feedback — we’ll be in the comments all day! bble.io/ph
Nikhil Sachdev retweeted
Devs should definitely watch this.. atleast for great learning from @theo ... fantastic insights into how @PlanetScale just made the fastest SQL database ever (Aurora killer.. .. youtu.be/ZWSO3qxz-mI?si=t4b_… )
Nikhil Sachdev retweeted
⚡ Faster & Cheaper on PlanetScale Metal with Sam Lambert ⚡
Today, we have Sam Lambert back on the show! Sam is the CEO of @PlanetScale, and if you follow him on X, you know he’s one of the sharpest voices in the database space—cutting through the hype with deep experience and a no-nonsense approach.
In this episode, we dive into PlanetScale’s new Metal offering, which has been battle-tested with PlanetScale’s high-scale cloud business partners and is now GA.
Sam also shares why staying profitable is crucial—not just for the business but for the stability and reliability it guarantees for customers. While many cloud infrastructure companies chase the next hype cycle, Sam prefers to keep it boring—delivering rock-solid performance with no surprises.
Finally, we close with Sam's thoughts on other happenings in the database space -- Aurora DSQL, Aurora Limitless, MySQL benchmarks, and multi-region strong consistency.
Tune in for a deep dive into databases, cloud infrastructure, and what it takes to build a sustainable, high-performance tech company.
Watch on Youtube: youtu.be/uY-wcJBYono
Timestamps
[01 : 34] Start
[06 : 42] PlanetScale Metal
[11 : 15] The problem with separation of storage and compute
[15 : 02] EBS Tax
[17 : 32] How does Vitess handle durability
[22 : 58] Metal recommended for all PlanetScale users?
[27 : 20] The hidden expense of IOPS for cloud databases
[37 : 41] Timeline of creating PlanetScale Metal
[41 : 32] Focus on profitability
[47 : 52] Removal of hobby plan
[57 : 45] Deprecation of PlanetScale Boost
[01 : 00 : 24] DSQL
[01 : 01 : 51] Aurora Limitless
[01 : 04 : 15] AWS as a partner
[01 : 07 : 00] The spectacle of AWS re:Invent
[01 : 12 : 22] Benchmarks and benchmarketing
[01 : 15 : 51] AWS Databases + multi-region strong consistency
@samlambert | @alexbdebrie | @seanfalconer
Nikhil Sachdev retweeted
You might have seen PlanetScale Boost and thought it is "just a cache" or "just a materialized view," but it is much more than that! Learn how we are able to boost database queries up to 1,000x in this technical breakdown from PlanetScale engineer @vmg: planetscale.com/blog/how-pla…
Nikhil Sachdev retweeted
Overheard that a marathon is a 10km race with a 32km warmup. Important to finish strong because compounding is back-ended.
Back-ended compounding is the reason I disagree with the career approach of “hitting a number by a certain age” & THEN “following my passion”! (1/3)
Nikhil Sachdev retweeted
On Friday, December 18th tune into the @OpenCoreSummit to hear Insight MD @nikhilsachdev discuss #opensource investments.
More info here: 2020.opencoresummit.com/
Nikhil Sachdev retweeted
We are excited to announce our investment in @getpostman, an enterprise #API platform. We look forward to working together to help companies accelerate their #softwaredevelopment and collaborate more effectively. #scaleup
Read more in @TechCrunch: techcrunch.com/2020/06/11/ap…
Nikhil Sachdev retweeted
Check out Senior Advisor @NickSinai on yesterday's @GovMattersTV discussing the #DIU.
xitter.cf/GovMattersTV/status/12…
@NickSinai, Senior Advisor at @insightpartners, discusses the DIU and the new contract that will provide reporting on threat intelligence for Cyber Command
ow.ly/mT1y50zkMh2
Nikhil Sachdev retweeted
I'm not an expert in the stock market, but it seems odd that the market is down so much because of a disease that will depress earnings for 2-3 quarters at most. What's the argument that these companies are worth 10% less on average over the long term?
Nikhil Sachdev retweeted
The hustle of Indian SaaS founders is unlike anything/anywhere I've seen. Daytime: running their startups. Nighttime: US customer calls. Weekends: hackathons/meetups for keeping up on latest tech and events/coffee-chats for hiring. Very inspiring.
Nikhil Sachdev retweeted
Disney+ is the first video streaming service to get color gamut and video compression quality perfectly right. The Mandalorian brings out hues I haven’t seen in video outside of an IMAX theater. Disney is now a platform powerhouse.
Nikhil Sachdev retweeted
This is awesome 🤯 – at San Francisco, CA
Nikhil Sachdev retweeted
Net negative churn is the strongest predictor of massive long term potential in SaaS businesses
Salesforce: "27% of new sales came from new customers while 73% came from the installed base."
Why Net Negative Churn is the most powerful metrics in SaaS
forbes.com/sites/louiscolumb…
Nikhil Sachdev retweeted
Great thread. Here's another:
2005, 2006, 2009: JMI invests $13.5M in ServiceNow across 3 rounds for a majority stake
2012: ServiceNow IPOs at ~$2.2B valuation. JMI owned 49.4% post-IPO.
2019: $NOW up ~15X per share and mkt cap is $47B. Still growing ~35% with 25%+ FCF margins
