Matan-Paul Shetrit

The real bottleneck for AI agents is not capability. It’s enterprise truth. Agents now consume the same messy knowledge humans have learned to work around: stale docs, conflicting policies, fragmented systems, unwritten context. The next wave is not just building agents. It’s building supervision, curation, and orchestration around them.

Never deleting this app.

this is a solid piece but either misses or chooses not to touch on the elephant in the room - France defense contracts that are being lost left and right to Israel defense industry. The current French posture is a push back on contracts lost and has nothing to do with guilt. Money talks

@yuvalav @Avi__mualem זה דיון מטומטם הבייס מודל זה אולי קיימי אבל ה rl and finetune זה data שלהם. ברור שמאסק וכולם קופצים על זה כי המודל מתחרה בהם ישירות. לצרוך העניין (עד ללםני כמה שבועות) אם אתה שולח פרומט לקלוד בסינית לשאול מי יצר אותך הוא אומר deepseek למה? כי הם השתמשו במודל ליצור data

@Avi__mualem זה לא מה שאילון מאסק אומר לפי מה שרואים

הדרמה שמתחוללת סביב קרסר: הם הכריזו על מודל חדש, Composer 2, רק שמשתמש ששיחק בקוד חשף שזה סך הכל מודל סיני קיים בשם Kimi 2.5, כך שהם לכאורה נתפסו בשקר. גם אילון מאסק הגיב שמדובר במודל קימי 2.5, והוסיף מסמר לארון הקבורה של קרסר 🤯

Introducing the new ✨WRITER Partner Program✨– designed to give the organizations working with us the incentives, resources, and structured support to drive enterprise AI transformation. We’re curating a thriving ecosystem of solution providers, delivery leaders, and transformation partners passionate about quality, outcomes, and execution excellence. Together, we’re extending the enterprise's ability to transform itself through builders who are trained and supported like extensions of our own delivery teams. Today we announced a new partner portal and learning foundry to support our partners at every stage of their journey with us. The program has 3 tiers: → Activate: Platform access and structured enablement → Elevate: Co-sell and co-deliver with proven impact → Ascend: Shape the category through delivery excellence Not a network. A force multiplier. Huge thanks to our partner ecosystem for building this with us 🙌 Get more details about the new partner program (writer.com/blog/new-partn…) or sign up here: partners.writer.com/landing-page

This is amazing! Great work @dadiomov and team

WRITER + @Atlassian = better together 🤝 Product insight shouldn't stop with product teams. Roadmaps, specs, and customer feedback live in Jira and Confluence—field teams need that context to move fast, and product teams need field signals to ship what matters. With the Atlassian Rovo MCP server, WRITER Agent can now: → Turn Jira feature updates into customer-ready sales, support, and enablement assets → Write updates back to Jira and Confluence—without switching between tools → Operate directly across Atlassian and the rest of your stack

@buccocapital agree! substack.com/home/post/p-18… substack.com/home/post/p-18…

Anthropic uses Workday. OpenAI uses Slack. It’s incredibly clear to anyone with half a brain that nobody is vibe-coding critical infrastructure. It is genuinely the lowest EV activity you can do. That bear case is dead (to I think most sensible investors). BUT, there are others. Here’s my remaining set of bear cases for SaaS, stack ranked. If you’re going to invest in SaaS you should be aware of all these and have a very strong POV on how impactful they are and the timeline on which you think they will (or won’t) play out 1. Platform differentiation trends toward zero, hurting CAC as each customer/upsell becomes a knife fight with multiple competitors. We were already trending toward every platform offering every app, AI just made it easier 2. Value will accrue to the agentic layer sitting on top of the system of record (SOR). Even with all their context, a SOR still lives in a silo 3. Investor sentiment becomes a structural headwind as revenue quality/business model is de-rated 4 . AI-native startups will deliver tremendous value at better prices, eating the incremental LTV of incumbent customers 5. As Agents do more work, seat-based revenue will decline. 6. Legacy SaaS will struggle to transition from seats to outcomes 7. Diminished pricing power due to decreased differentiation and lock-in takes away yet another growth lever 8. Gross margins will deteriorate because AI revenue is structurally more expensive which hurts the value prop of the business model 9. Decreased organic traffic due to LLM adoption increases CAC 10. Competition for scarce AI talent increases SBC/opex faster than revenue as incumbents fight to keep A talent from AI-native companies

SaaS companies aren’t adding agents. They’re deciding where context is allowed to live. I wrote about why agentic shims are becoming the new control plane, what this does to cross-system reasoning, and why “context” is now the real moat. Curious where people land on this.

@ParanoidPol And mid term fundraising

@ophir_dayan This is exactly how AI benchmarking works

שיטה טובה

I ❤️ smol open models and today @Get_Writer launched the palmyra-mini family with thinking variants! 52.6% on Big Bench Hard (palmyra-mini) 82.9% on GSM8K (thinking-a) 92.5% on AMC23 plus top scores across AIME24, GPQA, and MATH500 (thinking-b). Links below to try them out!

@pedroh96 LFG!

Brex has reached $700M in total annualized revenue, growing 50%, and is on track to profitability. The past 2 years have been transformative: sharper focus, higher standards, stronger culture. Now growth is accelerating again, with our move into Europe being just one step on the journey. This is the new @brexHQ. Thanks @GeorgeNHammond & @FinancialTimes for the feature. Link below.

The future firm won’t just execute. It will think. Learn. Evolve. And the enterprises that embrace this shift will lead, compounding intelligence with every cycle. Read the full essay: matanpaul.substack.com/p/the-living-b…

As AI‑native employees rise: - 90% of work is handled invisibly by agents - Humans see briefs, recommendations, and decision points - Work feels like flow, not friction

Every enterprise runs on an invisible network of handoffs, approvals, and escalations. It’s the engine of coordination, and the bottleneck of execution. AI is about to change that. Introducing The Living Brain of the Enterprise 🧵👇 matanpaul.substack.com/p/the-living-b…