JP

@Benioff @salesforce @agentforce Not investment advice - buy the stock! 🚀🚀🥇

In Salesforce’s first quarter Agentforce processed 28.6 trillion tokens — up 152% QOQ — & converted them into 3.8 billion Agentic Work Units for our customers, up 111% QOQ. ❤️📈

what people did with algo trading, they're doing with AI tools now years ago, I spent 9 months building AI trading algo, and I failed dramatically 🤣 but when doing so, I met so many people claiming to make consistent money and selling those algo i always had 1 question: if it works, why are you selling it? nobody had a good answer 🤷‍♂️ now look at AI agents. if the agent actually worked, the founder would spawn 1,000 companies himself and retire instead he's raising money and selling $99 subscriptions 😅 that tells you something tomorrow's newsletter: why the math doesn't add up, the structural problems nobody's talking about .. .. and what I'm building instead if you're spending money on AI tools right now, you need to read this subscribe here: tmaker.io 🙌

@tibo_maker Everything can be replicated now. If you don’t stay on the frontier, you’re cooked. It’s just a matter of time. All these paid apps will be obsolete in months.

@rileybrown @kanekallaway That’s a lot of scraping

@kanekallaway I built a workflow that scrapes someones entire channel in like 40 seconds. (1000+ videos)

It'd be nice if YouTube paid original creators a fee whenever anyone one click copied/exported their entire catalog with Notebook LLM. Can't stop the cloning on the titles/thumbnails/scripts but the straight "export catalog" is pretty insane to me. The amount of messages I've gotten from people bragging about how they've "cloned my channel and use it for their own content" is shocking. I've even had a kid try to sell me access to a Kallaway AI he built off my own catalog lol. In the future, being an original creator loses its incentive when the IP moats erode to zero instantaneously. The only people that can defend this are the platforms themselves. Interesting that they are able to programmatically protect musicians (via copyright) but unable to throttle this @nealmohan

@PeterDiamandis For you maybe…

SpaceX, Anthropic and OpenAI IPOs are about to create Massive Generational Wealth... for multiple generations.

@PeterDiamandis Craze that 80% of the globe is not using it

Nobody remembers who complained about the printing press. Everyone remembers who used it. The same will be true for AI.

@PeterDiamandis Don’t count Elon out. I expect big things from XAI

We started with five frontier AI labs. Meta is seemingly out of the running. XAI just dissolved into SpaceX. We may be heading toward a duopoly: Anthropic and OpenAI. With Google fighting to stay ahead.

AI gives me anxiety. I feel like I’m never moving fast enough.

@ColinGardiner Eat shit

Helping to find a technical co-founder at the intersection of capital markets and AI with engi/ML/AI background. Typically someone who would have worked at a Jump Street / Jane Street / Citadel or top tier hedge fund. DMs are open or email me colin@yonder.vc.

@LoganTGott Linkin makes me cringe 🤮

Unpopular opinion: LinkedIn followers are worth 10x Twitter followers. A LinkedIn follower is likely: → an executive → has budget authority → actually checks their DMs a Twitter follower might be a bot, a gamer, or someone who just likes arguing. Quality over quantity.

@girdley Nobody visits 🤣. It’s funny how people always buy houses for “entertaining” and nobody ever visits, or you don’t want them to. They you just pay for all that extra square footage. Every. single. Day.

To me, this is the best real estate in the world. 1/3 acre lots, 2 hours (by car) to the beach, low-traffic highways in every direction, great public schools, a 2.5 hr flight to LA, and complete privacy (because nobody visits). Current entry-level price: $59,000.

@AlexFinn Codex execution claude strategy. That’s the winning formula. Cut your costs where you can.

I'm 100% Codex pilled now Been using Codex and Claude Code side by side hours a day for 2 months straight No longer using them side by side. Codex has become incredible What did it for me is the self testing. Every change it makes it self tests in it's own browser I went from about 40% of my changes being buggy on first go to at most 3% maybe? So much more reliable and allows me to get in an awesome flow state Listen, Claude can literally drop an update tomorrow that changes all of this, but for now I'm really blown away by Codex Do yourself a favor and don't have loyalty to any company. Use every tool. Use whatever is the best at the moment. Switch whenever they're no longer the best. No point in tribalism But at the moment I'm REALLY enjoying my time with Codex

@gregisenberg @ShortSeller Incredible. 🚀

I just got back from SF and I FEEL INSPIRED. I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires. My takeaways: 1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices. 2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha. 3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda) 4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general. 5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million 6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works. 7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead. 8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one. 9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders. 10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time. 11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now. 12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly. 13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS. 14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here.... 15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all. 16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol. 17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet. It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED. But I'm so happy to be back home, locked in and building. We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real. What an incredible time to be building.

@elonmusk @PeterDiamandis 🚀🚀

What you say is true, but nonetheless our AI will be great. Whether it is the best remains to be seen, but I will never give up. Never. Space(XAI) is only 3 years old. That’s half the age of Anthropic and quarter the age of OpenAI. Let’s see where things stand 3 years from now.

Elon doesn't need to run the best AI model. He needs to control the best hardware. Nvidia is the most valuable company on Earth and their models aren't the most popular. The hyperscaler play works.

@AlexFinn Are you shilling or is this good?

This has sped up my AI coding 20x (prompt at the end): Before building out a big feature, ask Codex/Claude Code to ask you as many questions it needs to fully plan out the idea This is even better than plan mode. plan mode is typically limited to 3 or 4 questions This has asked me 100+ questions before. Seems like a lot but actually saves you time in the long run The plan it builds will be so detailed and complete that it can basically run autonomously and build the entire thing But here's where you take things to the next level: You also have it take your entire plan and create detailed Linear issues for it It should create 20+ tasks in Linear Then it's as easy as saying "ok work on the next thing" over and over until the feature is done Highly recommend downloading and using Linear if you haven't yet. Amazing project management tool w/ excellent free tier Will basically capture all these details and put your agent on autopilot. It's a 2nd brain. Use this prompt: "I want to build out *describe your feature in detail*. Ask as many questions you need of my to fully understand every detail of what I want to build out. Then take everything you learn, and create super focused and detailed Linear issues. Then begin work" Getting so much more high quality code out with this workflow. You're welcome.

@venturetwins People severely underestimate the difficulty of making good content. This can be extremely time consuming. It was not for me.

Making my first YouTube video today and I have many questions. Where is everyone getting the nice backgrounds? Why does the world's loudest traffic always happen halfway through? Can you stop your pets from crashing every take? Keep your expectations low 😅

@Enelemtal @ryancarson @thsottiaux Really?! Yay!! Thank you!

@JPdtx @ryancarson @thsottiaux It's in the app now. Update

/goal is so freaking good on codex. wow.