Rahul
300 posts


There is no moat in B2B saas.
No one has a moat.
There is no network factor incentive (like iPhones having iMessage) and no technical moat (almost doesn't exist now)
Deepseek just made a better OpenAI for 5 million as a side project
Technical moats are gone now it comes down to network moats (which is what my new company is building) and marketing/branding
Do you know how many CRM softwares can literally all do the exact same thing?
Thousands of companies with the exact same features
Why does hubspot have so many customers?
They are cheap and recognizable
Neither of those are moats and they can easily have their customers poached by someone who has the same feature set as hubspot but its branded and sold in the niche the customer is in
"Oh they are a CRM just for salons and they have a few email templates in here that I can use for my salon!!"
All it takes.
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Rahul retweetledi
Rahul retweetledi

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…
Just keep going ✌️

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A two-person GTM team at a Series B SaaS company closed $2.4M in pipeline in one quarter.
No SDRs. No demand gen agency. No paid ads.
Signal-based outreach. Intent scoring. AI-sequenced follow-up. Automated reporting.
Two GTM engineers running the whole motion - for one quarter.
I pulled it apart.
Compared it to every system we've built across the GTM teams we've worked with.
Then asked myself one question:
If I had to reverse engineer this from scratch - what would it actually look like?
Turns out the architecture isn't that complicated.
I mapped the whole thing into a step-by-step playbook you can upload directly to any LLM.
It walks you through building your own version from GTM strategy to fully AI-powered execution.
Comment "GTM" and I'll send it over.

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@TheEthanDing "assuming same avg token count per active agentforce user"
Lol
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for anyone who doesn't understand:
CURSOR PROCESSES MORE TOKENS THAN SALESFORCE ALL TIME FIGURE
EVERY ~6 DAYS
salesforce has ~20mil users
assuming same avg token count per active agentforce user count is ~40-60K truly active users, aka 0.2-0.3% adoption 3 YEARS after launch
ethan ding 📊@TheEthanDing
it should be extremely alarming to salesforce investors that no exec at salesforce is telling him that’s not a lot of tokens at all
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i'm about to be so rich

OpenAI@OpenAI
ChatGPT already helps millions of people find what to buy. Now it can help them buy it too. We’re introducing Instant Checkout in ChatGPT with @Etsy and @Shopify, and open-sourcing the Agentic Commerce Protocol that powers it, built with @Stripe, so more merchants and developers can integrate agentic checkout.
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Girard talks about this. Ancient Egyptians worshipped cats for a reason
Soleil@soleiljolina
Every cat is a little celebrity to me
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this dostoevsky quote is a massive whitepill if your intuitions are statistically mature btw
if he perma grinded like a good boy instead of "idling around" and "making errors" the probability that he'd have died as a noname normie journalist rounds to 1
if you pay attention you'll notice that tail success is always generated by messy emergent functions... all the obvious playstyles that can be grinded out get immediately priced in
parallel universe Elon Musk that doesn't crash out every other week and didn't spend half his life hours doomscrolling and instead stuck to a healthy grinder & wellness schedule is probably still clerking out in Toronto at scotiabank or something
what I'm trying to say is that the recently emergent consensus that "you always know your optimal protocol" and that the only thing keeping you from success is your inability to stick to it is extremely incorrect... a more correct mentalmodel is as usual the lindy one -- which is that you should just do what you feel like doing and Destiny will reward you as it sees fit (Destiny rly hates optimizers (you can't optimize for complex functions))
it's like Steve Jobs going "mann imagine if I'd gone to Stanford instead of lollygagging and getting high in india... all that time wasted tsk tsk tsk"
lil bro you'd be wageslaving at IBM!!!

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