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Bill Kimberlin
1.2K posts
Bill Kimberlin
@BillKimberlin
Entrepreneur, AI Implementer, SaaS Marketer, 10+ startups, several exits, advisor, political atheist, deep tech user, Truth Seeking AI patent holder.
San Francisco and Nashville Katılım Nisan 2009
1.5K Takip Edilen1.4K Takipçiler
My brother is a top notch carpenter…Hey @Ike_Rich can you build me one of these? Genius! 👇
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@LimitlessAI Does anybody work in billing? I can't get a response and FAQ has no contact option. The AI bot says "I'm sorry, I can't answer that" and I've been charged above the yearly rate, or I'm not understanding what the unlimited subscription is. Please advise.
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@gregisenberg 🎯 🎯🎯🎯🎯🎯🎯🎯
And the CRM becomes the coordination layer directing agents that trigger workflows. AI can do a job, but only with the CRM can it run the company.
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This is how the $1.3 trillion SaaS apocalypse will actually play out
50% of SaaS companies will die. Not because AI killed them, but because they refused to kill parts of themselves.
The companies that can't imagine cannibalizing their own business models will disappear first.
The project management tool that charges per seat but won't build AI that reduces headcount.
The customer support platform that bills by ticket volume but won't create AI that slashes ticket numbers.
The marketing automation tool that charges by contact count but refuses to build AI that makes small teams as effective as large ones.
The analytics platform that sells dashboards instead of insights and can't imagine a world where the questions get answered automatically.
They'll cling to outdated pricing models while watching their customers leave for competitors who understand that AI isn't a feature, it's a fundamental shift in how software delivers value.
The SaaS companies that survive will do something counterintuitive: they'll actively work to make their traditional metrics look worse in the short term.
THE REALITY THAT NO-ONE IS TALKING ABOUT:
SaaS companies of today are the AI companies of tomorrow.
They'll build AI that reduces the number of users needed, automates tasks they used to charge for, and eliminates entire categories of problems they once solved.
They'll find new ways to capture value that align with the efficiency they're creating.
The best SaaS companies sell solutions to specific problems in specific industries.
Those problems don't disappear with AI. If anything, they just get solved more elegantly.
Shopify won't be replaced by an AI shopping assistant, they'll build it themselves.
HubSpot won't be killed by AI content tools, they'll integrate them so deeply you'll forget they weren't always there. You even have the founder of hubspot incubating his own agent companies.
My updated thinking on SaaS and AI is this:
In 5 years, we won't talk about "AI companies" vs "SaaS companies".
Just like we don't distinguish between "internet companies" and "companies" anymore.
SaaS isn't going to die.
SaaS is just going through puberty.
Ben Lang@benln
Sold all my public SaaS stocks. It's been real. Assuming Cursor and Manus are only going to get better from here, it's all downhill for SaaS from here.
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@DavidSacks @brian_armstrong What most seem to be overlooking is the role of an AI Powered CRM. It will be the last SaaS standing - before it becomes invisible. That's where we are taking our customers.
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@brian_armstrong I don’t think it needs to be at the OS level, especially if your enterprise stack is SaaS. Just needs to connect to those apps.
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First agent to connect to all of your work apps — so it can access information and complete tasks across all of them — will probably win.
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I'm a founder spending $400 a month for a coach to hold me to just three goals a week—30 minutes of “You actually did it” or "you suck" every Wednesday at 9:30 AM. And somehow, even that has me questioning myself. Meanwhile, Elon’s out here making feds email proof of existence or get vaporized, and I’m over here wondering if four goals would break me.
Accountability isn’t just a vibe—it’s the whole game. But damn, @PeterShallard, am I playing too small? Or is this just the part where I level up?
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The email request was utterly trivial, as the standard for passing the test was to type some words and press send!
Yet so many failed even that inane test, urged on in some cases by their managers.
Have you ever witnessed such INCOMPETENCE and CONTEMPT for how YOUR TAXES are being spent?
Makes old Twitter look good. Didn’t think that was possible.
Matt Walsh@MattWalshBlog
I already had a low opinion of many federal workers but now that I’ve seen them all meltdown and cry because they’re expected to provide the faintest evidence that they’re actually accomplishing anything with the taxpayer funded job we’ve given them, I realize that my opinion of them was still somehow too high
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Fine, I'll say the thing that no-one is saying...
There's a bunch of AI companies with $1-10M "ARR" raising big VC money on what I'll call "curiosity revenue" - not real sustainable ARR.
Basically, what's happening right now is a lot of people have high willingness to try AI products. They'll sign up for a free trial, maybe even convert to paid for a couple months out of curiosity. This creates a temporary revenue spike that looks like product-market fit but isn't.
They call it ARR, but it's more like "hey I'll try this product revenue".
Of course there are companies like Replit, Cursor or Bolt that are building real products solving actual workflow problems. These companies have genuine retention and expanding usage.
And hey, companies like Bolt had been building for like 6 years prior to adding any AI features. Replit has a similar story I think.
But many AI startups are riding a wave of novelty and FOMO, not solving real problems. They're showing investors nice growth curves that will flatten in 6-12 months when customers realize the product isn't actually improving their work.
A slick demo reel + stripe payment +novel feature might be good enough to try but may not be enough to be a true ARR type of customer.
And then we will see a bunch of zombie AI companies.
The people who will get hurt will be the employees who think their stock is worth millions but then the founders go and try to raise more money but try raising money when revenue is down 65%.
The real tell is retention. Are people still using the product 6 months in? Are they using it more over time? Or did they try it a few times, got the "wow" moment, and then slowly stopped?
By the way, even companies with true PMF are at risk.
The AI landscape shifts so rapidly that your PMF can be temporary. Example: we're seeing people switch from ChatGPT Pro at $200/month to Grok/Perplexity Deep Research for free with barely a second thought.
Unlike previous tech cycles (mobile, web), where advantages could last years, AI competitive moats are filling in weekly.
We're probably 18 months away before we start seeing a bunch of zombie companies.
The AI companies that survive will be the ones that focused on solving real problems, iterating as the market changes, building true community and not just demo-ing cool sizzle reel after sizzle reel.
Am I wrong?
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@grok Just upgraded to +. Grok 2 is all I get. No Grok 3 to be found. 😭 Upgrade my Grok or I'm sending Big Balls in!
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@elonmusk @stevenmarkryan It’s just the beginning and we are discovering the fraud mechanism as feature installed in Government.
We are going to discover who really is the recipient of this .
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Just learned that the social security database is not de-duplicated, meaning you can have the same SSN many times over, which further enables MASSIVE FRAUD!!
Your tax dollars are being stolen.
Elon Musk@elonmusk
To be clear, what the @DOGE team and @USTreasury have jointly agreed makes sense is the following: - Require that all outgoing government payments have a payment categorization code, which is necessary in order to pass financial audits. This is frequently left blank, making audits almost impossible. - All payments must also include a rationale for the payment in the comment field, which is currently left blank. Importantly, we are not yet applying ANY judgment to this rationale, but simply requiring that SOME attempt be made to explain the payment more than NOTHING! - The DO-NOT-PAY list of entities known to be fraudulent or people who are dead or are probable fronts for terrorist organizations or do not match Congressional appropriations must actually be implemented and not ignored. Also, it can currently take up to a year to get on this list, which is far too long. This list should be updated at least weekly, if not daily. The above super obvious and necessary changes are being implemented by existing, long-time career government employees, not anyone from @DOGE. It is ridiculous that these changes didn’t exist already! Yesterday, I was told that there are currently over $100B/year of entitlements payments to individuals with no SSN or even a temporary ID number. If accurate, this is extremely suspicious. When I asked if anyone at Treasury had a rough guess for what percentage of that number is unequivocal and obvious fraud, the consensus in the room was about half, so $50B/year or $1B/week!! This is utterly insane and must be addressed immediately.
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Bill Kimberlin retweetledi
Do you support eliminating the federal income tax & shutting down the federal reserve?
Make sure you are following us as we will be asking for feedback on other issues.
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@DonaldJTrumpJr @elonmusk Do a community fund where we all collectively buy it just to sack everyone.
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On January 20, 2025 I will be stepping down as @SECGov Chair.
A thread 🧵⬇️
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@Travis_4_Trump No and yes. They expected us to go out and play. They never locked the doors. Not even at night. If they did try it, we knew every entry point and window from above and below to access our homes. Class of 86! ✊🏼
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