ayoub
5.4K posts

ayoub
@ayoubtwelve
Building the future of advertising


Moi : « ChatGPT, ce champignon est-il toxique ? » ChatGPT : « Non, il est 100 % comestible. Excellent pour la santé intestinale. » Moi : « Génial. » mange le champignon… 60 minutes plus tard Moi : « ChatGPT, je suis aux urgences, ce champignon était toxique. » ChatGPT : « Tu as raison. Il est extrêmement toxique. Veux-tu que je te liste 10 autres aliments dangereux ? » Et voilà, mesdames et messieurs : l’état actuel de la fiabilité de l’IA.




Feels like traditional B2B SaaS cos are uninvestable now, even with AI bolted on. They just don't grow fast enough compared to other cos I could invest the same dollar in & there are unlimited substitutes in the market. Good cos, but VC isn't the right funding vehicle for them.

Introducing the next phase of Willow. A world powered by voice.



"You can break AI down into 5 tiers." - George Hotz "Data centers - tier 1, fabs - tier 2, Nvidia/AMD - tier 3, OpenAI/Anthropic - tier 4, and completely worthless things like Cursor and Windsurf, which are tier 5." "OpenAI and Anthropic will eat all the value from the Cursors and Windsurfs of the world. I argue that the tier 4s (OpenAI/Anthropic) aren't even going to have value." From his June 2025 appearance, @realGeorgeHotz really raised eyebrows with this clip when it hit the timeline.



the great SaaS die-off is coming and BILLIONS will be made... people with AI coding are CRANKING out clones of every tool you know. every feature gets copied, undercut, and shipped cheaper. if you’re running a $1m ARR SaaS with 30% margins, you’re trending toward 0% if you stay on this path. but a small number of SaaS will make the leap from tool to agent. and those will get 100x bigger instead of selling you dashboards and knobs, they’ll sell you outcomes powered by AI: – qualified meetings on your calendar instead of a CRM – finished projects shipped on time instead of project trackers – new customers acquired every month instead of marketing suites TONS of money to be made buying zombie knob businesses and turning them into agent business. or just going agent-first, and starting from scratch. i’m looking at spending $1M+ in the next 12 month figuring this out and incubating ideas i find using @ideabrowser. the biggest software markets are about to get completely restructured around outcome delivery instead of feature access. SaaS was a beautiful business for a while, wasn't it? the same way retail was beautiful until amazon, or taxis until uber. fat margins, recurring revenue, sticky customers. but every golden age ends. and a new one begins.





