SalPal

Gmfers ☕️ Last Thursday I had the honor of marrying my best friend in Mexico!! Some of you had the chance to meet her last year in NYC but looking forward to her tagging along this year in SLC. Which mfer should she buy?

@toddsaunders @_davidriley @_davidriley you are 100% correct.

@_davidriley Horizontal can be vertical with inference

One of my strongly held beliefs. The era of buying bloated horizontal SaaS and customizing it is ending. The era of inference native vertical software that configures itself to your business is starting.

@toddsaunders Here’s some guidance. There won’t be one model per enterprise, or SMB

@toddsaunders Couldn’t I just use ai to migrate it. You think that wouldn’t be able to shipped? Also, go try to get an enterprise license for your org right now.. that lack of support will only exacerbate

In the last 10 days, Anthropic shipped dispatch, channels, computer use, and auto mode. I don't know how you people keep up. One of my friends is high up at AWS, and he gave me a really interesting analogy Anthropic. Amazon’s moat was never the servers, it was what his team calls data gravity. Your data lived in S3, so your compute had to live in EC2, so your everything had to live in AWS. Switching costs compounded with every GB stored. Anthropic is building the same thing, but with operational context. - Every task you dispatch teaches the system how your company operates. - Every permission auto mode approves trains it on your risk tolerance. - Every app computer use navigates maps your actual workflow. - Every channels message shows your decision making patterns and framework. Six months from now the switching cost isn’t the $200/month subscription (which btw I am guessing goes up to $300). It’s the thousands of hours of accumulated operational context that no competitor can replicate. Your CLAUDE.md file becomes the most valuable asset in your company and it lives on Anthropic’s rails. It's operating system lock in! And it's not just for developers like AWS was. I think within 18 months, Anthropic’s non-developer revenue will exceed developer revenue.

“Bitcoiners have it right. Fix the money, fix the world”

🇺🇸 Robert F. Kennedy Jr says, “If the world were on a #Bitcoin standard and our money held its value, we would all have the ability to live more abundant lives.” “Bitcoiners have it right. Fix The Money, Fix The World.”

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

Aura: New Bills HC Joe Brady had his personal Barber come to the team facility and give him a haircut. Buffalo is going to be a PROBLEM next season. 🥶🥶🥶

@EugenAlpeza @sequoia @8vc @A_StarVC Congrats but this approach will most likely fail. Most enterprise processes are too inefficient, costly, and have very little mechanisms in place to measure the impact and justification. This doesn’t even include emotional or personal reasons for processes which is not at all AI

We’re out of stealth. Today, we’re also announcing our Series A led by @sequoia , @8vc , and @A_StarVC , bringing our total funding to $30M+. Every enterprise needs to teach their AI how to do work. We build agents that reverse engineer enterprise processes, then run them. Read about the future of learning in the enterprise: x.com/edra_ai/status…

@samdblond There’s not one single technology platform that encapsulates and services the entire GTM function. Never existed and never will. There are some that approach but that’s like saying one GTM platform to rule them all.

The company you’re buying GTM technology from should be exceptional at GTM. If they’re not, don’t buy their product.

Just do things.

@a16z @illscience Hence @awscloud bedrock

.@illscience says the future of AI isn’t one model to rule them all—and explains why platforms that integrate multiple models will benefit the most: "I think we're going to need and rely on all of the models." "It's sort of like if you have a team of people... if you have five people, they could all do a basic set of things pretty capably." "But then they all have their specializations. Maybe one of them is really good at closing a customer who doesn't want to sign the deal, and one of them is really good at culture and getting the best out of the team." "There are some areas in which they are going to build apps, and that will be a threat to app companies. But there are many areas in which app companies are advantaged. Cursor and Krea are great examples of this—products where you benefit from being multi-model." "When you actually use a creative tool, you don't want to just use Nano Banana, you want to have access to OpenAI, Nano Banana, Kling—all of them—Qwen, you name it. So using a single interface to access all the models is powerful." Anish Acharya on BILLIONS with @GuillaumeMbh

“When you go from consumer to B2B, the number one mega-challenge that you must master is LTV:CAC.” - @travisk "Yes, you can make that argument on consumer, but when you have a sales funnel that starts with 'I'm going to talk to customers, and I have to make LTV:CAC work' — versus 'My LTV:CAC is the App Store' — it's a whole different ballgame." “LTV:CAC with a sales machine, especially if you go [after] small businesses, is life on hard mode. Anybody who’s crushed it on SMB, those guys are special individuals who've made that happen. Because life in the SMB B2B world is no joke."

Not buying the 2007 scenario...

@justindross Nimbusvalue.com

We sell outcomes, not software. Our engineering team's north star is "revenue per risk advisor, with superhuman results" If you want to apply agents to enterprise DM me

@toddsaunders We’re literally creating living software. Our product management team for our software no longer meets with clients. Customers send the request and their version is just updated with the feature they need. Then we’ll ask if others want it too then update everyone else’s version

The token cost to build a production feature is now lower than the meeting cost to discuss building that feature. Let me rephrase. It is literally cheaper to build the thing and see if it works than to have a 30 minute planning meeting about whether you should build it. It’s wild when you think about it. This completely inverts how you should run a software organization. The planning layer becomes the bottleneck because the building layer is essentially free. The cost of code has dropped to essentially 0. The rational response is to eliminate planning for anything that can be tested empirically. Don’t debate whether a feature will work. Just build it in 2 hours, measure it with a group of customers, and then decide to kill or keep it. I saw a startup operating this way and their build velocity is up 20x. Decision quality is up because every decision is informed by a real prototype, not a slide deck and an expensive meeting. We went from “move fast and break things” to “move fast and build everything.” The planning industrial complex is dead. Thank god.

@a16z 70K in NY back then was easily 125 today. For your first job, that’s insane

Replit CEO Amjad Masad on wealth in the AI age: "There are a lot of different ways to build wealth, but all of them revolve around ownership as opposed to getting salaries." "When I got my first job in the US working for Codecademy... I told them, you can just pay me enough to eat. Just give me as much equity as you can give me." "I was paid $70,000 in New York City. You know how painful that was? I was living in a studio with other people." "But who cares?" "Your job is to build equity." "The best way to build equity is to start a business. The second best way to build equity is to join a business that someone else started and get equity in it." @amasad with @jackhneel

Gemini is now completely unusable I was a massive fan for a long time But it's gone so far downhill it's not even funny It hallucinates results while ignoring instructions, then when you call it out and attempt to correct it, will literally hallucinate more results and then deliver them as if it self corrected. Huge disappointment

@chamath This is very possible. Have you used Amazon Bedrock on AWS?

This is an important moment for all companies: By picking only one model, you absorb that model maker’s institutional biases and idiosyncrasies. If those deviate from your POV, you are taking on massive risk as we saw with the DoW this weekend. No real business should take kind of risk - especially if AI is meant to be a core part of their work. You need to be able to swap between models with limited impact. This is basically impossible rn but as model quality asymptotes, it will become easier. One thing we have done inside of Software Factory is to absorb this complexity into our layer so that software development doesn’t stop - the Factory is resilient and keeps going. Swap out Anthropic, no problem. You keep shipping. Try it here: 8090.ai