JR

@aakashgupta Based on the consistent structure of these tweets I assume you're using some sort of AI tool to write them, but the actual insights are something I imagine is coming straight from you

@aakashgupta If you don't mind me asking, what's your process for putting these tweets together?

The revenue timeline on this company reads like a typo. $10 million ARR in mid-2024. $55 million by April 2025. $95 million by July. $200 million by October. $400 million by February 2026. 40x in 18 months. Fal is the invisible backend of AI-generated media. They don't build models. They host other people's image, video, and audio models and run them faster than anyone else. Adobe, Canva, Shopify, and Perplexity all route generations through fal's inference engine. Burkay Gur and Gorkem Yurtseven started the company in 2021 building Python runtime tools for ML. When Stable Diffusion launched and every developer needed fast image generation, they pivoted to inference for diffusion models. That timing was perfect, but execution is what got them here. They crossed $50 million ARR with 25 employees. $100 million with 45. Their entire go-to-market team at nine figures of revenue was six people. At ~120 employees today, they're running roughly $3.3 million in revenue per head. Their engineering edge: the team comes from compiler design, programming languages, and database internals. They optimize inference the way database engineers optimize query execution, squeezing milliseconds out of every API call across billions of generations. That advantage compounds with volume. The fundraising pace matches. $125 million Series C in July 2025 at $1.5 billion. $140 million Series D in December at $4.5 billion. Now a $300 million round at a ~$7.3 billion blended valuation. Four rounds in a year. Sequoia, Kleiner Perkins, a]16z, GIC, NVIDIA all on the cap table. The bet behind all of this: models are commoditizing. A breakthrough lasts three to four months before replication or distillation. The infrastructure that runs models at scale gets stickier with every generation processed. $400M revenue, ~120 people, EBITDA positive. These are the economics of owning the inference layer when every app on earth wants to generate media.

@BowTiedStack I'm praying he doesn't stumble onto any blog posts about Kubernetes

@Roburius Where do they find these people, wtf

CTO of my current gig unironically and very seriously said he is booking off the afternoon to try gstack. I’m tired boss. Time to start interviewing.

@0xlelouch_ Because you don't have teams, you have a 5 person startup Unlikely that as a 5 person startup you are operating at a scale where the overhead of developing and operating microservices is worth it Modular monolith is the way to go in this scenario

If microservices enable teams to deploy independently and scale components separately, why not split our 5-person startup into 50 microservices?

@BowTiedCrocodil I've cracked up everytime I've seen this today. He could have been a comedian

Bruh 😭😂😭😂

@michultra_lover @pontivflex This guy's business was doing 60mm a year in revenue at his peak... do you think he "reviewed the patient's charts before going in"? en.wikipedia.org/wiki/James_And…

@michultra_lover @pontivflex You just described a 300k / year surgeon However, if you are a surgeon getting paid 10mm/year to operate on NFL quarterbacks you would be expected to know the patient's injury history, the expected outcomes of a surgery, the potential risks, likely rehab trajectory, etc.

If you worked at Goldman Sachs, there would be an expectation — unstated but absolute — that you read the Financial Times before client meetings. That you have an informed opinion about macroeconomic conditions and how they affect your client's sector. That you show up to every conversation already knowing things the client hasn't told you. Nobody at Goldman sends a junior analyst into a pitch who hasn't done two hours of prep on the target company. Nobody at McKinsey presents a recommendation without first developing a point of view based on data the client didn't hand them. That standard exists because the fees justify it. And the fees justify it because the standard produces outcomes that cheaper alternatives can't. Here's the thing: you can adopt that standard right now, regardless of what you charge or who you work with. Nothing is stopping you from doing the research. Nothing is stopping you from forming a genuine thesis. Nothing is stopping you from showing up to every single call having already done work that most of your competitors won't do in the entire engagement. The difference between a $5K/month operator and a $25K/month operator is mostly not skill. It's this standard applied consistently. What does consistent application look like? You invest in your environment because your environment signals your standard. The background on your Zoom calls, the quality of your camera, how you're dressed. These aren't vanity — they're signals. They tell the prospect, before you've said a word, whether you take yourself seriously. And whether you take yourself seriously tells them whether to take you seriously. You develop opinions in public. Not just content — actual positions. Opinions create status delta. Opinions attract the clients who want to work with someone who has a point of view, not just a service menu. You read. Not self-help. Not money Twitter. The industries your clients are in. The macro forces shaping their decisions. The regulatory changes, the market consolidations, the competitor moves that are creating urgency or anxiety in their boardrooms right now. That's the professional standard. And it's available to you today.

@BowTiedIguana As a cybersecurity guy you must be thrilled with all this llm generated code making its way into production Job security for life

People really think this LLM slop is the future of tech Learn to code first. If you know what you're doing LLMs can save some typing. If not, technical debt multiplier "You're right to question this. The VARIABLE at line 557 is not in scope- it's defined in a different method"

@BowTiedCFI Do you think an untrained person, in an emergency situation and with the help of people on the ground, could land a plane with the help of an LLM?

I tell people this all the time LLMs are a multiplier They multiply how smart you are They multiply how dumb you are LLMs aren't a magic bullet - they are simply a tool and if you don't know how to do the task first AI will ruin it

@bowtiedbrazil 😂😂

Loneliness is a silent killer and with Cuba, khameini, and Maduro gone I can’t imagine how lonely ben is. Very tough to lose even one friend in a year, let alone three

@BowTiedGlobe That's the sound of that realization hitting me too

@BowTiedGlobe Ooof

The sudden realization that linking voting rights to homeownership totally breaks the left’s political machine of mass importing poor 3rd world welfare leeches

@BowTiedKong @Brian_onX Lmao

@Brian_onX Bosnian?

my wife: "i love you so much, i couldn't imagine life without you!". also my wife 24/7:

@pontivflex @pontivflex short update - wasn't perfect, but the next interview round is secured 🥂

@pontivflex Straight 🔥 This has come at the perfect time. Interviewing for a CTO role on Monday. Gonna use this framework to prep.

Here's how I EASILY close 5 figure deals just by doing a small due diligence on my prospect's business : Here's exactly what that looks like. First, I read everything public. Their website in full, not just the homepage. Their recent LinkedIn posts and what they reveal about what they're currently thinking about and struggling with. Their job postings — because what a company is hiring for tells you more about their real priorities than anything they'll ever say in a sales call. If they're hiring five SDRs right now, they're betting on outbound. If they're hiring a VP of Revenue, they had a sales leadership failure. If they're hiring a CFO, they're either growing fast or running out of money. Then I look at their competitors. What's the positioning gap? What's being said in their market that they're not saying? Where is the white space that they should own but don't? Then I form a thesis. One specific opinion about the single biggest constraint on their growth right now. Not a general observation. A specific thesis I'm willing to defend, with evidence. By the time I get on the call, I'm not there to pitch. I'm there to confirm or refine a diagnosis I've already made. The difference in how the call lands is not subtle. When you've done the work, you ask different questions. Instead of "tell me about your current go-to-market," you say "I noticed you're hiring three AEs but I don't see any SDR headcount — does that mean you're relying primarily on inbound right now?" That question signals preparation. It signals that you understand their world. It creates the status delta before you've said a single thing about what you do. And here's the thing: most of your competitors will never do this. They'll show up to the call with a generic deck, a generic discovery script, and a generic pitch. They'll say "tell me about your business" to a founder who has explained his business eight hundred times this year and is exhausted by the question. You'll walk in having already read the annual report. The game is decided before the pitch ever starts.

@ipb_media But TBH the productivity gains from using a tool you like are probably worth the pain of a potential switch down the line. These tools are largely interchangeable - key is to find one that you like and roll with that. Audit from time to time.

@ipb_media If you like claude code stick with that Openclaw is just a layer on top of LLM APIs so you can swap in the anthropic models, GPT, opensource, etc. So the drawback is that if you go with claude code, you're locked into the Anthropic ecosystem

Went pretty ham on openclaw for a month or so after the craze hit Made a lot of progress and built some helpful shit, but very slow going and lots of issues Played around w Claude and Claude code a bit starting last week and wow made more progress in 2-3 days than I did with a month using openclaw. Insane how easy it is to build pretty crazy shit. If you don’t mind sitting there and copy pasting for a couple hours to build something the only limit is your imagination. Any reason I should reconsider openclaw?

@Post_Thirty The fact that this woman still thinks people want to hear from her is shocking

Myron beat Akaash by exposing his whore wife. I have to say, the downfall of Akaash Singh has been one of the most pleasant things to witness lately. The guy went around berating other men for their relationships, gaslighting dudes for their preferences, and acting like him avoiding White girls and only going for Indian girls made him morally superior to people. I am loving the crash out and hope it continues to get worse for this clown. Him and Indian dudes like him are a stain to the community and deserve their bad luck.

@BowTiedCrocodil GM

gm