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Katılım Şubat 2026
67 Takip Edilen20 Takipçiler
@shawngorham The $400-500K is real but what nobody talks about is the time cost. 6-9 flips/year means you're running a full-time project management operation.
Most people see the profit per deal and forget that coordinating contractors, inspections, and closings is basically a second job.
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Here are the numbers on 3 flips I have going or sold in Q1 - will you get rich? No.
But do this 6-9 times a year, sprinkle in a couple that make $100k and its a $400k - $500k a year income
Would it be worth it to you?
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Name something with more hype than OpenClaw, and I'll close my account.
It genuinely looks like one of those things that happen once in a long time and fundamentally change the game.
So many platforms, ideas, offerings, and variations come out every day!
These guys are now offering it for free with Gemma 4, Google's latest open model.
This genie is out of the bottle.
atomicbot.ai@atomicbot_ai
Running OpenClaw with Gemma 4🦞 Free Open Source Local Model Device: MacBook Air M4 16Gb
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@startupideaspod Building collapsed. Distribution didn't.
You can ship a product in an hour but "first customer by 10am" only works if you already have the audience. Most people are still at month 6 trying to get anyone to notice the thing they built in 45 minutes.
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The company-building timeline just collapsed.
Old timeline:
- Hire devs (months)
- Build MVP (month 3)
- First revenue (month 12)
New timeline:
- Idea at 9:00am
- Product built by 9:45
- First customer by 10:00
- Iterating by lunch
All you need is claude code and an audience.
That's the 1-hour company stack.
The Startup Ideas Podcast (SIP) 🧃@startupideaspod
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@heynavtoor The mouse was never the advantage. Knowing what to click was.
AI can move a cursor perfectly but still breaks when the workflow is "call Dave from accounting and ask why this number is off." The advantage is context humans don't write down because we assume everyone knows.
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We spent years teaching AI to think. Now it can move a mouse. Humanity's last advantage is gone
Nav Toor@heynavtoor
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@neural_avb The pace didn't change. Our ability to track it did.
These would've dropped across a month in 2019 and nobody notices until the retrospective. Now we have real-time aggregators and every release gets a post.
The velocity feels faster but the compounding was always this steep.
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in the last 3 hours
> Qwen dropped Qwen3.6
> Google dropped Gemma 4
> OpenAI acquired TBPN
> Anth dropped new mech interpretability findings
> Cursor 3
wth is this timeline? were we always moving so fast?
Cursor@cursor_ai
We’re introducing Cursor 3. It is simpler, more powerful, and built for a world where all code is written by agents, while keeping the depth of a development environment.
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@ChrisRamsey60 2.7x equity is solid, but the exit buyer pool is the real unlock. REITs and institutionals who skip residential buy self-storage all day.
Most hunt the same assets everyone else wants. Conversions are underrated because the sourcing is harder and the vision is less obvious.
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This is what value add looks like, the returns on value add are like no other investment.
We took an old car dealership.
70k sqft Self storage conversion start to finish.
Project all in 4.5M.
Stabilized will be worth over 12m.
Conversions like this can make life changing money.
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Today we're excited to announce NO_FLICKER mode for Claude Code in the terminal
It uses an experimental new renderer that we're excited about. The renderer is early and has tradeoffs, but already we've found that most internal users prefer it over the old renderer. It also supports mouse events (yes, in a terminal).
Try it: CLAUDE_CODE_NO_FLICKER=1 claude
Curt Tigges@CurtTigges
@bcherny @UltraLinx please at least fix the uncontrollable scrolling/flickering before the next 3000 features
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@homeservicebase The PE firms aren't worried about non-competes. They're worried that the guy who built it the first time knows every single weakness in the operations they bought.
Second-time founders in home services are lethal because the playbook is proven and the relationships are intact.
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4 years after selling NexGen HVAC & Plumbing to Wrench Group for about $150M, Ismael Valdez is back in the game.
I think a lot of PE firms will be reviewing their non-compete terms now.
He built a huge residential home service company in California once, he’ll do it a second time.
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@hqmank The adversarial review is the real unlock. Code review catches bugs. Adversarial review catches bad decisions — which are 10x more expensive.
Most codebases don't fail because of syntax. They fail because someone made a design call in week 2 that nobody questioned.
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If you're using Claude Code, this is worth knowing.
Instead of worrying about whether Opus 4.6 or GPT 5.4 is better, it's more useful to combine them in the same workflow.
OpenAI shipped an official Claude Code plugin called codex-plugin-cc. You can now call Codex directly from inside Claude Code.
Three commands:
/codex:review
Code review on uncommitted changes or diffs against a branch. Read-only.
/codex:adversarial-review
Challenges your design decisions, not just syntax.
"Why this caching strategy?"
"Race condition here?"
Append free-form text to steer the review.
/codex:rescue
Hands the task to Codex when Claude gets stuck.
Supports --resume to continue from the last run.
Adversarial review is the killer feature. Especially before shipping auth changes, infra scripts, or anything involving data loss.
There's also a review gate: Codex auto-reviews every time Claude finishes and blocks completion if issues are found.
Claude writes, Codex reviews.
github.com/openai/codex-p…
Vaibhav (VB) Srivastav@reach_vb
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@MannyBernabe @mhp_guy @ShaanVP @myfirstmilpod The genius isn't the coding. It's the positioning: "stop paying $4K/mo for features you don't use."
Every industry has a ServiceTitan — bloated SaaS charging 10x what the customer actually needs. That's the real addressable market for vibe-coded apps.
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"He started a business selling custom vibe coded apps to medium-sized businesses. $1,500 a month, one call a month. $2.5 million his first year. 60% net margins. This year he's gonna do $8 million."
@mhp_guy talking to @ShaanVP on @myfirstmilpod about John Cheney, who builds custom Replit apps that replace expensive SaaS tools businesses are already paying thousands for.
"You're an HVAC company with 30 crews? He builds your own CRM so you're not paying ServiceTitan $4,000 a month. Built exactly as you've always wanted it."
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@chooserich Not a dagger — a floor. OpenAI and Anthropic compete on the ceiling. Open models set the floor everyone builds on for free.
The real losers are companies charging for "AI features" that are just an API wrapper. That business model just died.
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It cannot be overstated how big this news is.
Being able to run a frontier AI model on your own hardware means token costs are effectively free.
AI will be as ubiquitous and cheap as the internet itself. This is a dagger in OpenAI and Anthropic.
Google@Google
We just released Gemma 4 — our most intelligent open models to date. Built from the same world-class research as Gemini 3, Gemma 4 brings breakthrough intelligence directly to your own hardware for advanced reasoning and agentic workflows. Released under a commercially permissive Apache 2.0 license so anyone can build powerful AI tools. 🧵↓
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> be Perplexity AI computer
> uses the browser for you
> clicks, searches, gets things done
> even non tech people just say what they want and it builds it
It’s like OpenClaw for web browsers.
Damian Player@damianplayer
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@gregisenberg The "costs nothing" part is what people are sleeping on. When intelligence is free and local, every app becomes an AI app by default. Not because devs choose to add AI — because NOT adding it becomes the weird choice.
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thinking about google's gemma 4 and what it means
a few months ago running something this capable locally meant serious hardware and serious tradeoffs on quality
now it runs on your laptop, works offline on your phone (!!!), speaks 140 languages natively, 256k context window, costs nothing (lol), performs better than models 20x its size, and you can swap it in as your model in Claude Code, Cursor, Hermes, or OpenClaw right now
okay, here we go
Google@Google
We just released Gemma 4 — our most intelligent open models to date. Built from the same world-class research as Gemini 3, Gemma 4 brings breakthrough intelligence directly to your own hardware for advanced reasoning and agentic workflows. Released under a commercially permissive Apache 2.0 license so anyone can build powerful AI tools. 🧵↓
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@realEstateTrent The hamburger analogy is perfect but it's missing the worst part — the seller also wants you to renovate the kitchen before you start cooking.
Value-add only works when the spread covers the risk. Right now sellers are pricing in YOUR labor as THEIR equity.
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A hamburger sells for $10.
The cheese, lettuce, pickle, and bun cost $4.
There’s also labor, time, and risk to actually put it together and sell it.
The guy selling the patty says he wants $6.
So all-in, you’re at $10… before doing any work.
And after doing the work?
Still worth $10.
The buyer:
“You want me to take the risk, do the work, and make… nothing?”
The seller:
“Yes.”
The value-add real estate market right now, in a nutshell.
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@TukiFromKL "On track for $1.8B" is two months extrapolated. Every startup looks like a rocketship in month 2.
But the real story isn't the revenue. It's that healthcare's moat just went from $200M to $20K overnight. That's what should terrify incumbents.
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🚨 do you understand what Matthew Gallagher just did..
two months.. $20,000.. him and his brother.. using ChatGPT, Claude, and Grok to vibe-code an entire company from scratch.. and Medvi is now on track for $1.8 billion in annual sales..
300 customers in month one.. 1,000 more in month two.. and it never stopped..
the healthcare industry told you it costs $12,000 per American per year because it's complicated.. because it requires infrastructure.. compliance teams.. hundreds of millions just to compete.. Hims has over 1,000 employees.. Ro had hundreds.. they both spent years and hundreds of millions trying to crack GLP-1 telehealth..
one man in an apartment looked at both of them.. opened Claude.. and outran them in two months..
at $1.8 billion in revenue with two employees, Medvi has a higher revenue per person than every major company on earth.. Nvidia, Apple, OpenAI.. none of them come close..
Sam Altman said AI would enable a one-person billion dollar company.. everyone thought he meant a SaaS tool or an app.. Matthew Gallagher did it in healthcare.. the most regulated, most lobbied, most protected industry in America..
the healthcare industry didn't charge you $12,000 a year because it was complicated..
it charged you $12,000 a year because nobody could compete..
until one guy opened an AI chatbox and changed the math forever.
Polymarket@Polymarket
BREAKING: AI-powered GLP-1 startup Medvi — built with $20,000 & two employees — is now on track for $1,800,000,000.00 in annual sales.
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@girdley @barrettjoneill The interesting ones aren't the 5% who planned to. It's the laid-off people who spent 15 years inside an industry, know every broken workflow, and now have nothing to lose. Reluctant founders solve real problems. Voluntary ones build another app.
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PREDICTION: We are entering a Golden Age of entrepreneurship in the USA.
If even 5% of these people start businesses, that would be huge.
(h/t @barrettjoneill for inspiration.)
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@realEstateTrent The bet isn't real estate — it's restaurant bankruptcy timeline plus carrying costs. 4% to 6.75% looks clean until you're 18 months in and legal fees change the math. Does their pro forma use realistic timelines or pitch timelines?
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Was pitched a strip mall deal this morning.
It’s around a 4% cap based on today’s income.
The pitch:
If I can get back a space where’s there’s a non-paying restaurant tenant, spend a year releasing it, pay TI and leasing commissions, then it becomes a 6.75 cap, or $5M.
Which is roughly market.
The price they’re asking:
$5M.
So, I’m supposed to pay $5M today…
Do all the work… take all the risk… spend the time and money…
And then it’s worth $5M when I’m done?
Correct.
The strip mall world right now, in a nutshell.
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people who bought a $600 mac mini to run openclaw, now watching Claude offer the same features built in for $20
Claude@claudeai
Computer use is now in Claude Code. Claude can open your apps, click through your UI, and test what it built, right from the CLI. Now in research preview on Pro and Max plans.
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@Yuchenj_UW The pace is wild. But the interesting question is who actually changes their workflow because of it. Most people watch the demos, say "that's insane," and go back to what they were doing. The adoption gap is always bigger than the capability gap.
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Claude Code is turning into a super app.
There isn’t a single day this team isn’t shipping. The pace is insane.
Claude@claudeai
Computer use is now in Claude Code. Claude can open your apps, click through your UI, and test what it built, right from the CLI. Now in research preview on Pro and Max plans.
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@realEstateTrent The real move is buyer pool arbitrage. Price-per-foot buyers and income buyers aren't the same people. You bought from distressed sellers, sold to yield-hungry capital. Understanding which buyer type dominates the current market is worth more than any formula.
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We bought a 6% Cap building for $1.95M and sold it for $5.5M.
Lesson:
Buy based on price per foot, sell based on income.
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