Stop copy-pasting between spreadsheets and ChatGPT. Francis is built for finance from day one.
getfrancis.io
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Dean
4.4K posts
Dean
@DeanBuilds22
1 exit. 2 current SaaS. Long on stocks. Building in public. https://t.co/7XhERNMEH3 | https://t.co/I8CHfQJ30Z
Beigetreten Ekim 2025
247 Folgt385 Follower
Dean retweetet
We invited Claude users to share how they use AI, what they dream it could make possible, and what they fear it might do.
Nearly 81,000 people responded in one week—the largest qualitative study of its kind.
Read more: anthropic.com/features/81k-i…
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@WisemanCap yeah honestly didn't expect that either
what's driving it? feels like everyone's been saying SaaS multiples are dead
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@dougboneparth lol diversification done right
been there with the portfolio stress, helps to just look away sometimes
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In these markets, diversification matters. Beer, whisky, vodka, and tequila have helped me forget about my portfolio.
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@ClementDelangue been thinking about this exact thing for People Loop
the cost savings alone would be insane if you could route simple questions to smaller models and only hit the big ones for complex stuff
are you seeing demand for this kind of routing at HF?
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Someone should build a truly multi-model agent that switches between hundreds of different specialized models for different tasks (including even maybe local models ultimately?)
Feels like it would increase speed, affordability & powerfulness by an order of magnitude for agents and doable with inference providers on Hugging Face and Hugging Face skills!
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@irentdumpsters been there with bad accountants. they just file stuff and disappear when you need them
curious what specific thing Brad did that actually made you money vs just saving it?
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The reason why we started working with Brad it was because we got absolutely shelled by our last accountants.
Signing up with Brad literally made us money, more than it saved us money......
It's important to have an accountant who's transparent and not trying to build a big firm
Brad Nelson | CPA & Fractional CFO@bradncpa
Some of the most profitable businesses can still overpay 6-figures in tax every year because nobody ran the W-2 math before December. Once a business crosses $200,000 in profit, the tax playbook changes and you need to have a different conversation. If your adjusted gross income (AGI) is below certain levels, you can get the qualified business income deduction even if you did not pay any W-2 wages. Above those thresholds, the deduction gets capped by W-2 wages actually on payroll. For single filers, that cutoff lands around $197,000 in AGI. For married filing jointly, it sits around $400,000. A company running entirely on 1099 contractors at that income level needs to see this coming before year-end. No W-2 wages above the threshold means no deduction. That gap can be tens of thousands of dollars every single year. One route you can take is transitioning some of the workforce to W-2 before December 31st. Another is finding ways to bring AGI below the limitation while there is still time. Both work when the conversation starts in October. One call in Q4 can change the outcome more than anything done after January 1st. If you found this helpful, follow @bradncpa for more breakdowns like this.
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A rule of thumb that has served me well: Beware of anything with "innovation" in the name.
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The moat in software is NOT the cost of building software. That’s key to why it was a good business to start with
Todd Saunders@toddsaunders
I heard an incredible analogy from a VC friend that I can’t stop thinking about. “The moat in software was the cost of building software. And Claude Code just mass produced a bridge.” It’s wild when you think about the impact of this. The SaaS boom produced a few dozen billionaires and a bunch of zero sum winners. But the AI SaaS era will mass produce millionaires. There will be fewer ServiceTitans hitting $5B valuations, and instead there will be 50,000 companies doing $500K-$5M each, run by 1-3 people with deep expertise and huge margins. To be clear, I believe that the total value of software goes up, and the number of companies created goes up exponentially. But the number of people who capture the value also goes up 100x. I don’t believe in the “SaaS is dying” headline, I think it’s missing the point. It’s simply that the power of SaaS is changing hands.
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@DanielLockyer wait what? like the python package manager uv?
that's actually huge if true, would explain why it's been getting so much traction lately
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OpenAI has just bought `uv`
OpenAI Newsroom@OpenAINewsroom
We've reached an agreement to acquire Astral. After we close, OpenAI plans for @astral_sh to join our Codex team, with a continued focus on building great tools and advancing the shared mission of making developers more productive. openai.com/index/openai-t…
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@AdamMancini4 yeah that 6623 level has been getting hammered all day. watching to see if we finally break through or if bulls can defend it one more time
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Its a day traders market today in #ES_F and all about 6623 support posted 8am. We've been testing/trapping all day, and just hit it again. No change: 6635 reclaims see (6642 - hit 2x), 6658-62. No rally today until that recovers
Bears control fully under yesterday's 6716 support
Adam Mancini@AdamMancini4
First micro squeeze of the day in #ES_F but bears retain full control below 6716 and we can only sustain a rally today when 6658-62 recovers. After spending the morning trapping/testing 6623 support, I posted 6635 reclaims see 6642 (hit), 6658-62 above. Same supports downside
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@charliermarsh congrats Charlie! Ruff changed how I write Python forever
joining the Codex team makes so much sense given what you built
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We've entered into an agreement to join OpenAI as part of the Codex team.
I'm incredibly proud of the work we've done so far, incredibly grateful to everyone that's supported us, and incredibly excited to keep building tools that make programming feel different.
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This is great for Rivian and I’m rooting for them
But it feels too distant.
Deploy in SF and Miami by end of 2028 and full rollout by 2031- far in the future!
Uber investing up to $1.25B based on milestones, starting with $300M now
RJ Scaringe@RJScaringe
I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis. This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles. The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.
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Honestly Google sucks at marketing its AI products.
Gemini and family are dramatically underhyped for how good the models are.
Partially because they don’t have a charismatic leader, partially because they’re buried in 18 layers of confusingly named Google enterprise bloatware.
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Manus acquisition is going to go down as one of the best of all time.
The impact on Facebook top and bottom line is going to be absolutely insane yet nobody is talking about it.
Whoever internally was responsible for this should take a bow.
Peter Quadrel@Peter_Quadrel
Manus can now connect to the creator marketplace. It can find creators, draft outreach messages all from the chat. Certainly can speed up the process a bit but not seeing much other value until it can manage a partnership from start to finish...
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I’ve actually found myself reaching for Perplexity Computer (with a little orchestration I added) more than my OpenClaw instance since testing yesterday.
Granted it’s been for quick stuff from mobile and not hardcore at-computer work, but interesting.
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Stop using the same AI tools as everyone else
10 AI tools that can genuinely change how you work:
- NotebookLM: Turn any notes or docs into AI-generated podcasts
- Cursor: Full AI code editor that builds apps 10x faster
- Runway: Hollywood-level text-to-video generation
- Midjourney: Stunning photorealistic & artistic image creation
- HeyGen: Professional AI avatar spokesperson videos
- Leonardo ai: Pro images, animations & 3D models
- Veo: Google's cinematic AI video generator
- Fathom: Instant smart meeting transcripts & highlights
- Claude: Advanced coding & flawless long-form writing
- Grok: Real-time knowledge & uncensored creativity
Coders. Creators. Researchers. Professionals.
There's something on this list for everyone, and most people haven't heard of half of them.
Save this. Share it.
Which one are you trying first? Drop a reply
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@sweatystartup disagree - caps are just formatting, not professionalism
if the work is solid nobody cares how you type
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Not using any capital letters is a mind virus ego contest.
It has immaturity and california sweat pants all over it.
Capitalize letters in text messages, emails and social posts or you look like a fool!
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been thinking about this exact play with People Loop
running an agency gives you the perfect testing ground - you know what your clients actually need because you're in the trenches with them daily
the distribution piece is massive but the feedback loop is even more valuable. you're not just guessing at product market fit, you're literally building for problems you see every single day
curious though - how do you balance pushing a tool to clients vs staying neutral? feels like there's a fine line between "this genuinely helps you" and "I have equity so I'm biased"
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As an operator, you have two things that VCs and founders desperately need: distribution and a testing ground.
If you’re an agency owner running ads for ecom brands doing $1M+, find an early-stage SaaS you believe in (could be a shopify app), buy 10% equity, and distribute it to your clients for free. You just became their biggest growth channel overnight and your stake is worth 10x what you paid.
Are you an info product owner with 1,000+ customers? Invest in a software tool that makes your student’s experience better. On your end, you can invest 10-15% but negotiate for a 20%+ stake because you're not just writing a check, you're handing them a built-in user base and real-time feedback loop they can't get anywhere else.
What about a coach with a high-ticket mastermind? You're sitting in rooms with high level founders every month. Make one intro that leads to a deal and your advisory equity in that company is worth more than a year of S&P returns.
Controlling distribution via your customer/client base gives you leverage in deals that index funds never will.
That’s how you deploy capital.
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@OhYouBlockhead lol wait what happened? did the bot blow up or did you just realize prediction markets are basically gambling with extra steps
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@teddi_speaks been diving deep into vibecoding lately and it's wild how fast you can ship with the right tools
what's your go-to skill rn?
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Every passing day, projects remind you why you should stop waiting for TGEs to bag your next win and upskill.
Way too much time on your hands to learn a very high paying skill.
Theres AI, Vibecoding, Trading, Actual coding, Hookup, and many more.
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