
Seb Wallace
817 posts

Seb Wallace
@SebPWallace
Early stage VC @TriplePointVC. Co-founder https://t.co/johfUNu9MK. Tweets about tech, business and UK politics.
🇺🇳 Katılım Temmuz 2016
238 Takip Edilen354 Takipçiler


An excellent piece - and a recognition of the important cultural and societal debate we should be having in a liberal democratic society.
It’s not racist to defend liberal democratic values (as some on the left claim). It’s naive not to.
thetimes.com/article/325330…
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Israel hacked a popular Iranian prayer app to send notifications to potentially millions of phones Saturday morning urging the country’s military personnel to defect from the regime and join a fight to liberate the country. on.wsj.com/3ZYXCy3
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Just walked in the front door after work.
My 5 year old son ran to greet me.
"Hi dad!" he said excitedly.
As he went to hug me, I grabbed his shoulders and said, "Bud, I think you're overestimating the value of human relationships. I read that in a Substack today. Everything is different now. I mean - it was different before, but it's super different now."
He blinked, clutching a plastic dinosaur. I couldn't believe it. Attachment to physical objects in a post-digital era. I gently rotated him toward the hallway mirror.
“Look,” I continued, “do you see that reflection? That’s legacy hardware. Carbon-based. High latency. Limited processing power."
As I kicked off my shoes, my 3 year old daughter came running up to me with a drawing she made in preschool this morning.
She was glowing. Beaming.
“Look, Daddy! I made this for you!”
I glanced at it and explained that Nano Banana one-shotted her entire effort. Her job prospects were hopeless if she didn't understand this.
“Sweetie,” I said gently, kneeling down, “this crayon sun? It’s 2022. Nano Banana can generate 100,000 emotionally resonant suns before you finish saying ‘primary colors.’ You need API access.”
She asked what an API was.
“Exactly,” I said, standing up.
The crying started around then. Very emotional household. Understandable. They hadn't read *the essay.*
My wife heard the children crying in the foyer and came to check on us.
"I don't understand what's happening here, but why don't we sit down for dinner and talk about this?" she asked. "I made chicken pot pies!"
“Dinner? Your contribution to a world where Amex and Mastercard are heading to zero by 2028 is DINNER?!”
I started laughing.
“Uh yeah…” I explained: “Cooking is a pre-Claude activity. Do you realize I can vibecode a functional DoorDash competitor in about 8 minutes now? It's all right there in the Substack.”
As the kids continued sobbing, my wife looked at me in disbelief.
“Okay, okay. Maybe it would take me 15 minutes to spin up a functional Doordash competitor,” I conceded. “Payments integration can be annoying.”
She asked if I was feeling alright.
“Better than alright,” I said. “I’ve seen the roadmap. I've read the Substack.”
I gestured broadly at the house: “This? This is a future data center. The hugs? Deprecated. The drawings? Automatable. The chicken pot pies? Disrupted.”
My wife folded her arms. “You used to like chicken pot pies.”
“That was before I could prompt at a few hundred words per minute,” I said.
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The BMA has become a dangerous organisation that must have strikes restricted by legislation. Unfortunately they have become too politicised to be a medical body (calling politicians scum (re Tories) for example).
thetimes.com/uk/politics/ar….
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Seb Wallace retweetledi

"Why should companies pay for SaaS (HR/CRM/ERP/etc.) when they could just vibe code them?"
I get variations of this question or comment with some regularity (granted, it's sometimes just me talking to myself).
Here are some biased (but hopefully, well-considered) thoughts:
1) I am a big proponent and user of vibe coding (what I call "agentic coding"). I do it every day, 7 days a week, including Sundays. It's amazing.
2) My company, HubSpot is a software company. We have hundreds of professional engineers -- just about all of them use AI for product development too. They are brilliant and know how to build production-grade products.
3) Even with this powerful army of talent, the number of internal, core SaaS applications that we have replaced with a vibe-coded variant is exactly ZERO. The number of applications we plan to replace is also exactly ZERO.
4) It's not the absence of talent that keeps us from rolling our own SaaS apps, it's the presence of focus. It would be silly to try and replace our HR, team collaboration, expense tracking and 100+ other SaaS apps we use when we can just buy them. Just doesn't make sense.
5) That's us -- as a software company at some scale. If you're a non-software company it makes even less sense for you. Doesn't matter how good the AI coding tools get. Let's say you *could* vibe code a replacement for that SaaS app you're using, who's going to maintain it? Who's going to keep up with industry trends? What are you going to do when the 20-something genius that vibe coded it over a weekend leaves the company? Who do you call when there's a major bug?
6) If you're a Fortune 500 company at some scale, perhaps you could pull this off for some discrete use cases and the tradeoffs are worth it. You have an IT/Engineering department that is larger than the population of some countries. You can take on the pain in return for the positives.
For the millions of others, my advice is:
Spend every calorie possible on creating value for your customers.

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@alexfmac Such a silly idea - NI is to pay for a worker’s pension and welfare (apparently). How on earth an AI agent needs that is beyond me. Luddite ignorance at its best
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Ideas like this will soon be real policy.
Income tax base will be gradually eroded by companies in the next decade.
UK should focus on making itself the preferable jurisdiction for corporations to pay tax and hire real people.
1. Relax labour laws.
2. Reduce corporate tax.
3. Watch actual tax receipts increase.
Christian Lister@cdlxls
@DanNeidle ↘️
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@SlackHQ small requests - iPad app.
On the threads view, let the user type responses directly (like desktop) rather than have to click reply (like iOS). Xtra step for no reason.
Also allow right-click copy/paste on shared images + ‘download file’ from chat view (vs via share).
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This country has lost the plot.
How on earth can someone not be allowed to post that about a proscribed terrorist organisation.
This is really crossing the line on civil liberties IMO.
Meanwhile the @metpoliceuk won’t even investigate and solve bike and phone crime!

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@HarryStebbings The UK is missing out on opportunity. We are progressing through the Laffer curve to the point where, outside of the innovation economy (where there are cracked people), there is a risk ppl collectively take the foot off the gas. This then slows the economy
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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.

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How’s that ISO and SOC ‘must have’ certification working out for them?
Wild the number of businesses that profit off these tickbox certifications with busy work
techcrunch.com/2025/10/03/hac…
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