Raphael J Kappeler

@Jason I am in

We started an AI founder twitter group... reply with "I'm in" if you're a founder and want to be added

When you stop doing busywork you can actually focus on the things that matter, thank you AI! We are now partnering with some of Mexico's largest businesses. Much more to come 🏁 🇲🇽

Argentina just cut poverty in half in 2 years. 53% → 28%. Milei embraced full free market and the doomsayers were wrong. Hayek wrote the playbook 80 years ago in his book The Road to Serfdom. It still works. Excited for Reworth to be live in 🇦🇷! washingtonpost.com/opinions/2026/…

Kaszek + Anthropic en CDMX, este Jueves. Si estás construyendo algo serio con IA, este es el evento. El equipo de Anthropic va a compartir sus productos, APIs y casos de uso reales, con espacio para Q&A. Cupos muy limitados. Apliquen ahora! luma.com/lralyqn0

@fivosaresti GTME

Companies are going to start paying GTM Engineers $150K+/year. They can do it all: 1. Set up email infrastructure 2. Build targeted lists 3. Enrich data from multiple sources 4. Score leads into tiers 5. Route leads to reps 6. Run automated outbound 7. Build awareness scores 8. Orchestrate inbound systems That said... I put together a full cheatsheet that covers the entire role from start to finish... • Strategy plays for warm, signal-based, and cold outreach. • Data aggregation across CRM, 1st party, 2nd party, 3rd party, and database sources. • Data enrichment workflows to filter, normalize, score, qualify, and segment. • Data activation across outbound, RevOps, content, and ads. Plus full outbound and inbound sales workflow breakdowns... KPIs for production, distribution, and conversion... And a curated book list to go deeper. Whether you're a GTM engineer, sales leader, or founder doing outbound yourself... This is the only reference guide you need. If you want it for free: Comment "GTME" And I'll send it over ASAP. PS - This cheat sheet includes 20+ tools, 8 book recommendations, and frameworks used by top GTM teams generating millions in pipeline.

Voluntary commitments to AI slowdowns were a nice idea in 2024 when it was plausible that they could be baby steps toward a multilateral agreement that would contain the intelligence explosion. For a variety of reasons this is no longer plausible. Anthropic is doing good here.

@carlosjgarciao Congratulations!

We just announced a $300M round led by Andreessen Horowitz. We just reached our first month of global profitability and strong momentum across the business. Still early. Still building. A lot more to do. I shared a longer note with the team. Posting it below. news-room.kavak.com/s/98132f28-af5…

@PrajwalTomar_ @Lovable Deck

I tried using @Lovable to create slides and it ONE-SHOTTED the entire deck for my SaaS. Took my raw notes, structured the outline, added animations, and turned it into clean, designer-level slides without me touching a single thing. If you’re building anything in 2026, learn how to pitch FAST. A good deck opens doors before the product even exists. Comment "DECK" and I’ll send you the full prompt.

I wanted to say a few words about @Tesla and @elonmusk regarding their decision, announced during yesterday's earnings call, to end the production of the Model S and X in Q2 this year. From the start, I have been a giant fan, investor and supporter of Tesla. I was the happy purchaser of the 2008 Roadster and 2012 Model S, both VIN #003. I continue to hold them in pristine condition until one day they go into either the (hopeful!) Tesla Museum or another tech or automotive museum. I still drive my 2010 Roadster and I have owned a number of Model S's and Model X's over the years. As I once told Elon, the Model S (Motortrend's Car of the Year for 2012) goes alongside the PC, Mac, iPad and iPhone as the greatest consumer tech products ever created, in my opinion. I recently upgraded my personal, older Tesla's with 2026 Model S's (Plaid and Long Range) and a 2026 Model X Plaid. They are all the best cars I have ever owned. I did this even knowing that the writing was on the wall that they would be discontinued as the sales numbers were a rounding error compared to the Model 3 and Y. I did buy a 2026 Model Y as well when it came out...it is an excellent car and at the price, a very good value. Over the years, I also subsidized employees across my various organizations with a $7500 credit towards the purchase of a Tesla...and that was on top of the Federal EV credits when they existed. I am proud to have introduced 100s of people to owning Tesla vehicles, especially in the early days when the sales mattered. While I will miss future versions of the S and X, I have no doubt that Tesla will continue to make great cars and the FSD is now amazing, so I have little doubt that whatever package the FSD is wrapped inside, it will be a great experience. Elon always said that Tesla was intended to be more than a car company and today it is already a major player in renewable energy, manufacturing, software and well on its way to being a winner in robotics and whatever future areas of tech hold the most promise. So farewell to the Model S and X, with gratitude for the many years of enjoyment and hello to the future!

@jasonlk We forgot how to just do the thing without an audience. More do, less posting.

Folks are talking like 996 is something new. I mean I worked in a services business early in my career. And I worked 7:30-8 M-F, in the office most of the day Sat, and the morning on Sun. Every dinner at my desk. That's just the way it was. It's more that tech jobs from 2015-2024 were mentally hard in many cases, stressful, but really, not really "hard work" Not really. Honestly, in many cases, at the 2021 demand peak, we barely worked. Be honest. Look how hard the folks in the ER work. Or at the vet. Or a lawyer working on an IPO or big deal. Or someone operating their own restaurant, where it's do or die. The work-from-home 25 hours a week, with a large team vibe ... it couldn't last. It wasn't real.

@rohitdotmittal Amen. Did al of it, and still falling into traps

First time founder vs Second time founder: first time founder: guards idea like state secret second time founder: shares idea freely, knows execution is everything first time founder: hires fast to look like a real company second time founder: stays skeleton crew until absolutely necessary first time founder: gets office space to feel legitimate second time founder: works from apartment until bursting at seams first time founder: chases TechCrunch coverage second time founder: chases revenue and user growth first time founder: panics when competitor raises money second time founder: sees competition as market validation first time founder: romantic about original vision second time founder: pivots on weak signals first time founder: raises maximum possible at highest valuation second time founder: raises what’s needed with clean terms first time founder: hides problems from investors second time founder: radically transparent in updates first time founder: takes every meeting request second time founder: ruthlessly protects calendar first time founder: tracks vanity metrics second time founder: obsesses over 2-3 metrics that actually matter first time founder: messy cap table with advisors getting equity second time founder: clean cap table, minimal parties first time founder: optimizes for highest valuation second time founder: optimizes for control and favorable terms first time founder: waits for perfect product second time founder: ships broken and iterates first time founder: recruits on vision and potential second time founder: recruits on traction and momentum first time founder: overengineers for scale second time founder: duct tapes until product-market fit first time founder: tries to boil the ocean second time founder: dominates tiny niche first first time founder: seeks consensus on decisions second time founder: decides and moves fast first time founder: takes all advice equally second time founder: filters advice through own framework first time founder: splits equity equally with cofounders second time founder: splits by contribution with vesting cliffs first time founder: comfortable until 3 months runway left second time founder: raises next round at 12 months runway

@HarryStebbings @HarryStebbings And then comes the knock-on effect: key employees leaving for the UAE too, means more lost tax revenue, lower consumption at home, and a drain of talent.

If I was Nik I would have absolutely made the same decision. 18% holding of Revolut. Company will be worth $200BN without a doubt. $36BN position at that price. His cap gains bill alone would be $8BN-$10BN. Now in the UAE it will be $0. The Labour government has to realise we are in a global war for talent. Sad and mega loss for the UK.

@clairevo What's your TAM 🤔

Everyone wants enterprise b2b ACV, no one wants 6-12 month sales cycles, 200 point security questionnaires, redlines, net 60, white glove onboarding, services partner ecosystem, last minute procurement negotiation step, 14 page MSAs, champions that leave the company. 90-180 day activations, features built to save churn, Europe->Asia timezone sales calls, cringe outbound campaigns, SCIM, data deletion and portability process, msft ecosystem integrations (teams!), or EU data residency.

@HarryStebbings Rachel Reeves: “Relax… growth is simple. We just raise NI, hike property taxes, freeze inheritance thresholds, and tweak VAT. Boom, budget fixed, confidence restored, economy sorted."

Speaking to a friend tonight who is a leading real estate agent in London: “In 15 years, residential sales have never been this hard. There is just no money left in London”. You do not tax your way to economic growth.

@jasonlk We debate a lot about this very topic. Interesting take. Our main issue is about the different needs in onboarding, and then reporting, and which ones to prioritise in product.

Go upmarket, you scale faster, with less churn. And if you also stay downmarket too >at the same time< and keep serving those small customers well? Then you end up with a product that is both super powerful. And with unparalleled ease-of-use.

@jasonlk Don't run out of money. The magic baseline.

Zoom: founder knew the space cold, did the same thing a second time Slack: founders didn't know business software, starting it as a gaming company There are multiple ways to success Just keep going Don't quit Hire great people Don't run out of money

@jasonlk @Replit What if Salesforce, Notion, and HubSpot integrated Vibe coding capabilities, enabling you to hyper-personalize workflows and interfaces on top of their proven platforms

Ok I spent the day vibe coding on @Replit It is truly awesome — especially as it is so easy build an app, QA an app, >and< put it into production. The trifecta. Clicking Deploy is so rewarding. I built a lightweight Cluely clone today for fun (sort of … it’s not very good, but learned) and have a few things I want to build this week. Super cool. Also … No friggin’ way anyone is gonna roll their own Salesforce or Notion via vibe coding. No one has the time to rebuild all those workflows, make them secure, enterprise grade, build all use cases, etc. I’d much rather spend $20-$200 a month to buy an app that already exists and is bulletproof. I now think SaaS is cheap again. My time is worth more than $20/month.

Non-AI idea: Driving school focused on training EV Uber drivers for EV-specific driving techniques. AI idea: AI-powered OEM sensor that learns and mimics the acceleration and braking patterns of ICE vehicles to make EV driving feel more familiar and comfortable.

@jasonlk Curious to hear more 😮

Rolling out our AI SDR this morning. It took a bunch of training, tooling, etc. But ... 🔥Already got 15 meetings from it, 7.5% hit rate That’s more than any human SDR did in 30+ days before (More to come)