Antoine

@nectarios 👀 keep the timeline posted if it’s good I’ll borrow it 👀

Weekend reading

Believing in the impossible changes the outcomes

@nectarios really cool!

I'm biased but this is pretty cool.

SEGMENT, ALWAYS SEGMENT Most confounding business problems have the same root cause: you haven't segmented your customers. You look at the top-line number. It's flat, or weird, or inconsistent with what your gut tells you. You poke at it and you can't figure out why. The answer is almost always that you're staring at an average that's hiding two or three very different stories. A few places this shows up: 1. When your high-level metrics look wonky or divergent, break them out by segment. A flat retention curve often hides one cohort churning out violently and another expanding aggressively. A "meh" NPS usually has one segment of fanatics and one segment of detractors cancelling each other out. The average is a lie. The segments are the truth. 2. When your product is trying to be everything to everyone, you need to tailor it per segment. If your roadmap has SMB founders, mid-market IT buyers, and Fortune 500 procurement all fighting for features in the same backlog, that's three products in a trench coat pretending to be one. Pick the segment you're actually building for, and ship accordingly. 3. When your pricing or positioning feels wrong no matter where you set it, it's because one SKU or pitch is spanning segments with wildly different needs or willingness to pay. Enterprise will pay 10x what a startup will for the exact same thing. A single price point either leaves money on the table at the top or closes the door at the bottom. Segment the packaging. Segment the price. The pattern holds every time. Whenever a business problem is hard to reason about, break the population into segments and look again. Nine times out of ten, the fog lifts. Importantly, you don't need to use standard gender or demographic segments. You can build your own! (And AI is a superpower here). One of the best segmentations in real life was done by @davidweiden at TellMe Networks in the early 2000s. TellMe was selling phone automation software into financial services: a half-billion dollar market, and they had almost no traction. David built a custom segmentation framework called Rifle, which scored every prospect on five weighted criteria. Where the customer was in their buying cycle (engage before the RFP, not after). Whether their long-distance carrier was compatible with TellMe's deployment model. Three more criteria with explicit weightings, including negative scores that disqualified prospects outright. The whole company aligned on the scoring. Sales stopped chasing bad-fit accounts. Product stopped building features for customers who would never close. Marketing stopped spraying the market. Over two years, Rifle drove $20M in ARR inside the qualified segment and took TellMe from a loss to a profit. They literally would have failed without the segmentation. . Founders: when a metric confuses you, when your product feels scattered, when your sales pitch or pricing won't land, segment. Segment, always segment.

This is a great article about the new table-stakes of adapting to, and competing in, the AI era.

Org Design in the Age of AI I've spent the last few months talking to companies — startups to megacaps — about how AI is changing the way they work. Everyone is adding AI to their workflows. Almost no one is asking why the workflow looks that way in the first place. +++ TODAY Strip a company down and it's three things: people, hierarchy, and information flow. Hierarchy isn't really about authority. It's about information routing — the org is too big for anyone to see everything, so you install managers to aggregate, synthesize, and relay. Meetings, status updates, steering committees, QBRs — all information-routing mechanisms. They exist because moving knowledge between people is expensive. AI makes it cheap. Consider how products get built today. PM writes PRD. Design interprets it into mocks. Engineering interprets mocks into code, estimates "eight weeks," requirements change, PRD gets rewritten. Dev takes months. QA runs regression. GTM preps launch. Mid-sized feature: 3–6 months. The bottleneck was never speed. It was translation cost. PM's intent → document → designer's interpretation → engineer's interpretation → QA's interpretation. Every handoff loses fidelity, requires alignment, generates wait time. AI collapses the translation layers. +++ AI ORG DESIGN PM goes from idea to working prototype in a day. AI generates tests as code is written. An intelligence layer synthesizes customer signals and business metrics in real time — replacing the manager who used to aggregate that weekly. This isn't about each role getting faster. It's the gaps between roles — handoffs, queues, alignment meetings — evaporating. 🔥 Implications: Relay race → basketball game. Small squads, 3–5 people, all skills present, moving simultaneously. Most decisions stay in the squad. Departments → capability atoms. Composable, independent capabilities — collections, identity verification, risk scoring — each combinable with others. PMs become builders. Less time translating ideas for others, more time validating directly. Middle management compresses. The survivors are the ones whose value was always judgment and coaching, not information routing. QA embeds into dev. Quality becomes a guardrail, not a gate. The system generates the roadmap. Jack Dorsey's example: a restaurant's cash flow tightens before a seasonal dip. The system detects it, packages a short-term loan with adjusted repayment, pushes it to the merchant — before they thought to look. No PM decided to build that. The system recognized the moment and composed existing capabilities. Release cycles → continuous flow. Ship daily. Trade big-launch dopamine for relentless, quiet value delivery. +++ The competitive moat shifts from execution speed to learning speed — how fast the org can absorb what AI makes newly possible and restructure around it. Most companies are using AI as a faster horse. The ones that pull ahead will ask: what would we build if we designed this org from scratch today? Full: open.substack.com/pub/robonomics…

We've raised $8.4m to make software that sharpens your attention. We're starting with an email app that lets you handle your Gmail inbox in seconds. We call it Avec. It's available now!

Its not Simcity, but business school students who were good at Civ V also turn out to be better planners, organizers, and problem-solvers in this small experiment.

start a company assuming: 1) models will become 10x better 2) the only bottleneck for humans is making as many well informed decisions as fast as possible in a great interface lovable are so impressive, they understood this at gpt 3.5 and the same logic still holds

“If someone 50 years ago planted a row of oaks or a chestnut tree on your plot of land, you have something that no amount of money or effort can replicate. The only way is to wait.” lucumr.pocoo.org/2026/3/20/some…

@arenamagdotcom instant buy! looks great

Announcing our first book: Silicon A beautiful coffee table book about the world of transistors, chips, and the greatest technology revolution of all time. 384 pages. Almost five pounds. Preorders open now, shipping in May: arenamag.com/silicon

Replit CEO Amjad Masad: Being 'terminally online' may be an advantage. "If you want to work on a skill, it's going to be about idea generation." "Because the cost of implementation of those ideas is going down rapidly. It's gonna go to zero at some point." "So the bottleneck becomes, 'how fast can you generate ideas?'" "Just looking around you in the world and seeing what's happening. What are the trends? Are you plugged in on social media?" "A lot of the vices that older generations think are vices, might actually become advantages. So if you're a brainrotted, terminally online person, that might be an advantage because you know what's happening in the world." "If you're someone who's ADHD, really interested in novelty... that's actually an advantage because AI really benefits people who can try a lot of things really quickly." @amasad with @jackhneel

@jessegenet @openclaw 👋

Making useful markdown files out of an 1800’s math curriculum 🧮 Ray’s Primary Arithmetic ftw! Does anyone want these .md files for themselves? Thinking about starting a Substack to share homeschool materials I make with my @openclaw

@JJEnglert GTM guide

I built the ultimate GTM Engineer AI Toolkit that handles prospect research, outreach writing, meeting prep, and more in minutes. This is a beginner-friendly walkthrough that shows you exactly how to set it up, use it at work, and personalize it to your business. It can: - Research real prospects and companies - Score accounts against your ICP - Write personalized cold outreach sequences - Generate meeting prep briefs before calls - Help you build a repeatable prospecting pipeline - All using a free toolkit + Claude Code / Codex. This is for SDRs, founders, marketers, and GTM operators who want to use AI to do more at work without buying another expensive tool. I break down the full workflow step by step in the video. 👇 Comment "GTM GUIDE" and I’ll send you the full toolkit. (make sure you're following me so I can DM you)

Banger from @ElenaVerna