Joe Essenfeld

@chadboyda @claudeai It’s back!

@chadboyda @claudeai Yes! It was rarely about the full context window. But follow on and more complex multi step tasks became possible with higher quality.

What happened @claudeai ? Took away Opus 4.6[1m] that I've been using for weeks with usage/overage enabled 😭 ⎿  API Error: 400 {"type":"error","error":{"type":"invalid_request_error","message":"The long context beta is not yet available for this subscription."},"request_id":"req_011CYRQ6Pxs9LX4fyCb2SCtQ"}

@gregpr07 API

Today we're releasing BU app🔓 Meta paid $2B for a Browser Use wrapper that can't solve CAPTCHAs. We just shipped the real thing. 🏆 Best-in-class web agent 🥷 Stealth browsers 🔓 Extract data from sites that block everyone else Want API access? Comment "API" Try it out for free, no waitlist🔗↓

@willdepue Degens - Wins and Wings

trillion dollar idea: sports bar but just for situation monitoring with live X feeds, flight radar, a bloomberg terminal, and Polymarket screens

@mustafasuleyman Feels simpler to say AI should have the equivalent of a warning label for certain use cases than open a philosophical debate about consciousness.

SCAI deserves our immediate attention. AI development accelerates by the month, week, day. I write this to instill a sense of urgency and open up the conversation as soon as possible. So let's start - weigh in in the comments. Full essay: mustafa-suleyman.ai/seemingly-cons…

What I call Seemingly Conscious AI has been keeping me up at night - so let's talk about it. What it is, why I'm worried, why it matters, and why thinking about this can lead to a better vision for AI. One thing is clear: doing nothing isn't an option. 1/

@andrew__reed Been there. Did you make it?

When the car hits 0 miles to E and you start the “when they designed this they couldn’t undershoot this metric” logic, real optimist stuff

@MatthewBerman Confident call out of what you want. Eg Bitters and soda, soda splash cranberry, an Athletic or something like it. Let the person asking do the math you don’t want alcohol.

What's a non-douchey way of telling people you don't drink when offered? (assuming "no, thank you" is followed up with questions)

@AravSrinivas The terminal is an air gapped moat. Like a FAX machine in healthcare. It won’t be easy to displace.

Bloomberg makes $12b in annual revenue with ~$10b coming from Terminal.

@Suhail Speed is as important as intelligence in this contest and it’s Google’s to win.

Whoever owns the AI first browser will win AI memory long-term. The browser is the closest approximation of humanity's memory that we have.

@pratyushbuddiga Hunting and gathering stacks instead of stags.

One big mega-trend of the past 20 years is “young men trying to make money come out of their computer.” Online poker, daily fantasy, crypto, Robinhood trading, and sports betting were all different waves of this trend. Can’t put my finger on exactly why, but some elements of current startup culture in the AI boom also seem to borrow heavily from this aesthetic.

@anothercohen Floor lamps for better lighting.

Friends of ours gave us a power rack, so I'm now building a home gym. Besides a barbell, bumper plates, and dumbbells, what else should I buy?

Notion, Otter, and Granola will compete for meeting data in the mid market and AI native startups. Microsoft, Zoom, Google, and Slack will retain their leadership in the enterprise with meeting data. I am betting my career that the biggest opportunity is at the aggregation, orchestration, and analysis layer of enterprise meeting data. fora.day

PREDICTION: Meetings, Docs and Social will converge My prediction from a couple of months ago came true - @figma and @canva both released prompt-to-code tools at their respective conferences, and are squarely in the same space as Replit, Bolt, Lovable, et al. It was an easy prediction - both had no choice. My next prediction, again pretty easy based on consumer behavior trends and breadcrumbs: @NotionHQ , Otter.ai and @meetgranola will eventually compete with GSuite, Zoom, Slack and Teams to become the docs and meeting, search, and social layer for the enterprise. WHY? Enterprise content has traditionally been stored in documents. However, a new valuable repository is emerging: AI-transcribed meeting notes. Docs are static, structured and factual (and searchable!). They are designed to be referenced, shared, and reused (e.g., strategy docs, product specs, OKRs), reflect agreed-upon facts or strategies, and are easier to disseminate across the organization. On the other hand, meeting notes are dynamic, real-time and opinionated (and queryable!). They capture decision-making processes, strategy shifts, tone, and contextual nuance, and include brainstorming, feedback, concerns, and off-the-record info that never makes it to formal documents. Meeting notes and Docs thus perfectly complement each other. Together, they constitute the repository of enterprise wisdom. Also, both docs and meeting notes are inherently social - one can easily imagine a social network forming around them (One way to frame Slack convos is as quick one-off meetings, so a good Meetings tool should be able to handle those in addition to heavyweight meetings). Notion ($400M revenue in 2024, likely $500M+ ARR now) is the farthest along this journey of this convergence. The new Notion AI for Work includes meeting notes and enterprise search. What they are missing: Social messaging. Otter (recently announced $100M ARR - congrats Sam Liang and team!) has meetings as well as a lightweight social messaging layer. Team-wide collaboration will likely be on their roadmap, followed by Docs. Granola (best guess $15M ARR) started with meeting notes. Granola 2.0 has a social collaboration layer ("a second brain for your team"). What's missing? Granola Docs. LIkely coming at some point. These three upstarts are going up against two of the FAANGS (Google/GSuite and Microsoft/Teams), a centibillionaire company (Salesforce/Slack) and a beloved collaboration product (Zoom). This promises to be a fascinating battle, with ambitious startups who want to own it all, taking on the biggest companies in technology. The beneficiaries are all of us prosumers, employees and consumers. My hope is that the fragmentation of knowledge in these silos is eventually eliminated once and for all.

@EverywhereVC @jefielding Thanks for hosting @jefielding !

Venture Everywhere Podcast EPS69: @essenfeld chats with @jefielding about fora.day, communication intelligence for the enterprise. Listen👇 Apple:podcasts.apple.com/us/podcast/for… Spotify:open.spotify.com/episode/7AcSAY… YT:youtube.com/shorts/6yv57dV… Transcript:ideas.everywhere.vc/p/podcast-joe-…

This was not your average podcast. @jefielding has known me for over a decade and really dug in to what drives me as a founder and why I wanted to go on this journey again. From meeting each other at Dogpatch Labs in New York's tech scene early days to our current relationship as co-founder and investor, I shared my inspiration behind Fora and what it's like being wired as a founder. Thanks to @EverywhereVC for providing such a strong platform and supporting your founders.

@mignano Normie coding

I despise the term “vibe coding” and wish we had all agreed on something else to describe the art and science of non-technical people building software using AI.

@andrew__reed Going to be a lot of Mondays tomorrow.

so turns out the “weeks where decades happen” happen a few times a decade

@packyM Circuit breaker Sunday to green candle Monday.

🕯 🕯 🕯 🕯 🕯 🕯 Green Close 🕯 Tomorrow 🕯 🕯 🕯 🕯 🕯

@levie Hard to build confidence without more transparency of what the US is looking for in exchange for tariff relief and feeling momentum towards getting it.

"What CEO and what board of directors will be comfortable making large, long-term, economic commitments in our country in the middle of an economic nuclear war?" You want to double down on strengths, not add headwinds. You want environments where business leans in, not out.

Tech has shifted from growth obsessed consumer disruption to innovation at all cost enterprise disruption. This mirrors policy shifts from QE and global trade fueling consumption to tightening and tariffs driving domestic productivity.