Cam McMaster

Sequoia's Grady Buchanan reckons systems of record SaaS (workday, salesforce etc) are pretty insulated from agentic disruption. The vulnerability is with workflow apps in the middle where AI agents are becoming the new worker on top of that core data. "It's the layer that does all the work, ya know!" Makes sense. Not too many off the shelf products at this level though - it is all experimental & hands on. That's how Salesforce won the cloud transition: they went into businesses that were early, understood their problems & all their repeatable processes from those engagements. Early adopting businesses that experimented early won by being well ahead of their competitors. The providers who won turned their deep customer understanding into products.

@foundmyfitness i was so dumb that i blended hot bulletproof coffee in a plastic blender for several years

Plastic blenders are a source of microplastics that most people overlook. Those with plastic jars or pitchers release microplastics, and even nanoplastics, into blended food or drinks due to friction and mechanical abrasion during blending. A single 30-second blending cycle can release up to 1 billion (yes, with a "b") micro- and nanoplastic particles. BPA-free products are safer but can still release particles due to heavy use, heat, or abrasion. My advice is to switch to a completely stainless-steel blender. It's the only way to avoid contamination. Thanks to @StevenBartlett for allowing me to audit his kitchen! Check out the full episode.

I agree. What is your take on the caucasoids in places like south africa or rhodesia though? They're minorities in countries they built, only for people unlike them to tear the guts out of it. Those who built it descended from the same place as I did. Good industrialists too, with not so distant memories we could probably learn from.

Only the inferior ask for equality. If you come to my country for "a better life," it's because your country is "a worse life," and a country is its people. If I want to be separate from you and you want to be with me, you are an attacker. If being alone with your own kind is hell, and you wish for your kind to be with me, you wish hell for me. Our boundaries have not been respected, and we need not respect the boundaries of anyone who violated us.

The Australian Government is jeopardising kids' safety by forcing them onto unprotected adult accounts. If you know parents who are worried about this, we’ll set up a complete, no-cost family protection system. We’ve already rolled this out for high-profile influencers (both adults & teens) who faced constant threats. You’d be shocked at the interceptions we’ve seen - from New York Times journalists sending sexual violence threats to self-confessed paedophiles sliding into young girls’ DMs. An image here shows me on stage with Jim - a Facebook director, early investor & close mate of Zuck - calling out Meta for not doing enough about child abuse on its platforms. Credit where due: Meta eventually built a degree of protection into youth accounts. But those protections are useless if kids are being pushed onto adult accounts instead. So now I’m calling out the Australian government for making the problem of online child abuse much worse. Who would’ve guessed! If you know concerned parents, we can customise and set this up for them - no cost.

@BrianRoemmele Should be a boxer

Ken Lee, the fastest hands in the world? Not AI and not sped up.

Books like this give good insights into how to conduct business during fundamental OS shifts. Start with services/implementation, deeply understand all the patterns inside customer environments, then productise it into a defensible industrial-scale platform. Vanderbilt started out a ferry captain & running steamboat services that connected to railroads. He deeply understood how cargo moved during a revolutionary period.

@YesJustBen Good read. Crystalises a lot of my thinking lately.

@andrewchen @Earthbalance1

how to tell the difference between AI-native products versus when AI is bolted on after the fact... fake AI products: - main AI feature is an AI button with sparkle icons - chat pane where you can ask LLM questions - no memory/personalization beyond one chat - users try it once and go back to using the app the "normal" way - AI is optional not essential to the product working AI native products: - you can spend $100 or $1000 via tokens as you use the product - it gets substantially better every 6 months as base models improve - core workflow is impossible without AI, not just enhanced by it - creates behavior change when users try it what else should be on this list?

@damianplayer and for technical guys? i can build and sell, and i understand commercial operations very well.

if you’re non-technical and want to make a fuck ton of cash, do this: help SMBs integrate AI. learn it. sell it. implement it. they have huge budgets. they have deep pain points. they have zero internal AI expertise. if you’re social enough to get in the room and smart enough to find a technical co-founder, AI consulting is free money…. rooting for you!

So the AI revolution may take longer than we think. Helium (mostly an LNG byproduct from Qatar) is irreplaceable for chipmaking. Qatari plants are offline & major LNG producers like Australia barely extract helium from LNG (only 1 plant does). No helium = no chips = no AI training.

@JasonrShuman @adrianasobota_ Are they though? The physics bottleneck just multiplied for a market already haemorrhaging cash. 1/3 of the world’s LNG production just stopped. Australia has substitutes but only one plant can process the helium Korea needs for memory hardware.

@adrianasobota_ Model costs going down

Coatue just put a number on what we’ve been seeing at seed for 3 years. Software = $0.2T market. Services-as-software = $5.5T. 25x. The shift is from selling tools (per-seat) to selling work (per-output). This is why the best vertical AI companies don’t compete with software incumbents. They’re compete with expensive service providers, BPOs and high turnover labor. A $2K/month AI agent replacing an $80K/year agency is the new business model.

This is massive. Though I do wonder what AI will do to replace a lot of office jobs. Will it just be a matter of the AI saying this job is fake and doesn’t even exist? What do HR people do?

@TheIcahnist do you think inference costs will shrink? they're all hemorrhaging cash & we've got wars going on that make the physics even harder than they already are. helium for chip processing for example: 33% of the world's supply just came to a halt.

Traditional SaaS vs. Agentic Enterprise Solutions

@nikolak47 @aryanXmahajan well, not nice in one sense but good to know for your business atleast

@nikolak47 @aryanXmahajan oh nice. i was using it so that is good to know

Apollo charges $100 for 4,000 LinkedIn enrichments Serper.(dev) charges $100 for 50,000-70,000 searches same job. 92-94% cheaper. 89% hit rate on executive profiles. everyone building outbound in 2026 is dramatically overpaying because they never questioned the defaults actual stack. pricing included. FINDING PEOPLE → Apollo — $79/mo. use it for the database and contact filters. do NOT use it for LinkedIn URL matching. that's where the credits disappear → Serper — use this for LinkedIn URL matching instead. $100 = 50-70K searches. Apollo as fallback for the 11% that don't match → theorg — completely free org charts with API. shows reporting lines, promotions, departures. LinkedIn shows none of this. almost nobody has it in their stack ENRICHING → Enrichly — $59/mo for 5,000 person enrichments. primary fallback when Apollo misses. → waterfall: Apollo → Enrichly → Anymail Finder → Findymail → manual. never one source. SIGNALS (mostly free) → Google News RSS — free. unlimited. real-time. go to Google News, search your query, add /rss to the URL. that's a live signal feed. replaced a $490/month monitoring tool → f5bot — free. email alerts when your keywords appear on Reddit. people write paragraphs about their problems on Reddit they'd never say to a salesperson → visualping — monitors any webpage for changes. hourly checks. set up 200 competitor pages and forget it RUNNING OUTREACH → HeyReach — $79/account/mo. cloud-based LinkedIn automation. dedicated IPs. 5-10% ban risk vs 23% for browser extensions. runs 24/7 without your laptop open → never send cold email from your main domain. one spam complaint tanks domain reputation entirely — website deliverability, brand, everything. deliveron: $49/mo, 100 Microsoft inboxes, warmup, rotation included full stack: under $500/month the gap isn't tools. it never was.

@cryptopunk7213 @awilkinson @JoshBordes

i mean this story is insane. man used chatgpt to sell his house in 5 DAYS. got 5 offers in 72 hours. no real estate agents. saved so much money doing it too. he used AI to: > price the house (researched neighboring properties for sale) > wrote up the legal contracts (saving him $500/hr lawyers) > best part: MARKETED the fucking property for him (usually you pay estate agents for their network of buyers - ChatGPT did all of this) i honestly thought sales people would be hard for AI to replace (you need to know people) but apparently not

Admin staff are finished Small businesses need to get up to speed

Fully functional claw across your business, minus all the risks. Thanks @nvidia for making this possible.