Tanay Jaipuria

Duolingo CEO @LuisvonAhn on the costs of their AI video call feature:

"When we first launched it was costing about $0.30 per call, just generally on AI inference. We've managed to reduce that cost to well under $0.01 per call, and that's mainly by moving to open-source models or open-weight models."

The growth numbers of sandboxes is staggering:

- Modal's sandbox product is now at $300M run-rate
- Daytona went from 1 to $100m in run-rate in a year

RL workloads seem to be driving the majority with background agents the rest

Given how bad it is currently, I'm surprised Siri gets 2.5B+ requests per day.

Such a huge opportunity for Apple if they execute well.

Per the @bookingcom earnings call, OpenTable's native integration with OpenAI drove 190,000 diners in September.

They've also partnered with Muse and Instinct since

Wild that Shopify merchants have captured ~half of incremental US e-commerce sales since 2025.

Shopify's overall share of US e-commerce is now 14%