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Wideframe just launched on @ycombinator!
Do hours of video work in minutes with @wideframeai.
Check out our launch: ycombinator.com/launches/PUI-w…
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Daniel Pearson
10.3K posts
Daniel Pearson
@danielpearson
Building @wideframeai (YC W26). Previously bought $1B+ in ads for tech companies. Always learning. Almost always having fun.
San Francisco, CA Katılım Şubat 2009
840 Takip Edilen10.8K Takipçiler
A friend is on a tremendous heater and I want to take him to a fancy dinner in SF Monday. What ideas do we have?
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@JohannVillalvir Simply not true. There are good actors too.
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One of my biggest disappointments when moving to SF
If you want to raise VC capital, you pretty much need to commit fraud
Not willing to play that game
The numbers are the numbers are the numbers
Scott Stevenson@scottastevenson
It’s time to expose a huge scam in AI startups: Contracted ARR The reason many AI startups are crushing revenue records is because they are using a dishonest metric The biggest funds in the world are supporting this and misleading journalists for PR coverage. The setup: Company signs 3-year enterprise deals. Year 1 is discounted (say $1M), Year 2 steps up ($2M), Year 3 is full price ($3M). They report $3M as “ARR” — even though they’re only collecting $1M right now. The worst part: The customer has an opt-out option at 12 months! It’s not actually a 3 year contract. In the chart below, by Q5 the company is trumpeting ~$100M “ARR” to press, while actual cash-generating, in-effect ARR is ~$35M. That’s ~3x inflation. On top of this, enterprise AI companies are bundling full-time “forward deployed engineers” into deals massively reducing margins, sometimes producing Year 1 negative margins. At some point customers are going to start triggering their opt-out clauses or aggressively negotiating down Year 3 pricing. And a wave of enterprise AI companies may collapse.
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Daniel Pearson retweetledi
I’m sorry,
But if the CEO/founder isn’t intense
You basically have no shot. Join a different startup.
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@helloitsaustin the stuff of dreams! playing around now :)
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we just launched one of the coolest features for marketers today: Claude Design 🎨
I've posted a lot about building marketing tools without being technical, and this is the visual side of that. I described a landing page editor and Claude built me one.
here's an example of my actual workflow with it 👇
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It’s hard to overstate how few nicely renovated apartments there are for rent in San Francisco’s most desirable neighborhoods.
NIMBYs, zoning, impact fees, etc are fun punching bags, but rents in SF are high because of rent control.
The rest is noise.
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Daniel Pearson retweetledi
"California...has seen a large exodus of the middle class; once the best place to be an average man...it has become Brazilianised, with a very rich overclass and large numbers of poor migrants. Both groups tend to vote Democrat, furthering the cycle." edwest.co.uk/p/the-city-of-…
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Ok 4.7 is awesome. It’s fixing all the mistakes 4.6 made yesterday.
Also best part is how easy it is to set up remote control now.
Also loving the new desktop app.
Long Anthropic
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Claude needs surge pricing
Anissa Gardizy@anissagardizy8
Uber's CTO told @LauraBratton5 that AI coding tools—particularly Anthropic’s Claude Code—has already maxed out its 2026 AI budget 📈 “I'm back to the drawing board, because the budget I thought I would need is blown away already,” Neppalli Naga said. theinformation.com/newsletters/ap…
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Facebook Ads have officially passed Google Ads in total dollars.
I bought my first Facebook ad in 2009, 16.5 years ago! It’s been a crazy ride…
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@kobyjconrad Yeah I think of it as an output metric rather than an input/directly controllable
Eg it’s better to improve growth levers, user unit economics, retention, etc…
Do that >>> rev goes up
Congrats man! Been fun to watch you cook
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@danielpearson Honestly I think revenue is secretly a health metric more than a north star.
Maybe if your objective is raising VC funds it's a good north star.
But if your objective is making a product that touches 100M users & changing the world, rev is a health metric.
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We're pivoting our north star to be user growth in Q2, so here's ONE FINAL revenue graph for all of you guys.
$100k of rev in a single month
10x YoY
To the moon 🫡
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@danielpearson I’m seeing a lot more cranes over the city these days, that must be a positive sign?
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The future is built in a place that doesn’t build. We live in a simulation.
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@rohindhar And the rental market is somehow even more broken...
Of the 13 units that show up here, only TWO are real, unfurnished, long-term rental listings.
They are $15K and $10K/mo respectively and both of them kind of suck.
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If you own a three bedroom, two bath home (condo or house) with parking in a well-located part of San Francisco
The value is probably up like $750k in the last 6 months
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@MRadhuber on a related note i really wanna call our employees widebodies 😂😂
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first time back in the gym since before the batch and…
feels like I just spent the last 10 days with the artemis II crew
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