

Jonathan Adly
4.4K posts

@Jonathan_Adly_
Founder TJM labs | AI Engineer & Pharmacist | Building AI Solutions for Healthcare & Beyond




Pretty soon, I think we’ll see software shipping with Claude Code SDK embedded inside. Users will use it to configure and modify the software to meet their exact needs. The best changes will get passed back to the software developer and reincorporated in the master release.










Cloning any random piece of SaaS is something that could already be done before agentic coding, and the economics of it haven't changed meaningfully. Before, writing the clone would cost 0.5-1% of the valuation of the legacy SaaS company. Now it might be 0.1%. It doesn't make a difference -- if you can pull it off profitably today you could also have done it profitably in the past. The code is a very small part of the process of making such a clone successful, and the reason legacy software has often bad UX is not because code was expensive to write.



Ads are coming to AI. But not to Claude. Keep thinking.

Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl, and they're hilarious 😅 Anthropic is also committing to no ads in Claude theverge.com/ai-artificial-…


Dave Ricks has been at @EliLillyandCo for 20% of its 150-year history. He came to the pub, poured his own Guinness, and gave us a 2-hour state of the pharma union: drug prices, clinical trials, patent clocks, the rise of generics, Chinese peptides, compounding pharmacies, the US healthcare system, and how the broad success of GLP-1s have transformed Lilly's business. If you've never heard Dave speak before, you're in for a treat. Timestamps: 00:00 Intro 05:08 Making R&D decisions 10:11 Clinical trials 24:59 Drug pricing 32:43 Stimulating more R&D 45:16 Pros and cons of US healthcare 58:20 New pharma business models 01:05:53 Stripe + enterprises 01:07:00 China 01:16:31 Generics 01:22:37 GLP-1s 1:37:43 r/Peptides 01:41:25 LillyDirect 01:46:35 Why do investors love LLY?

We need a word for a very specific type of founder fraud that's slowly starting to pop up: Startup raises a lot of money far ahead of their valuation Founders effectively "give up" but keep paying themselves generously with the cash raised versus returning money to investors

it's low-status to have ethical concerns in silicon valley. people give you a buzzkilling glare. gambling for kids? they love it, check out our revenue. finetuning chatgpt to maximize conversation length? what, do you hate innovation? investing in directly competing companies? cmon man we're saving humanity here and im the main character
