Christian Limon

At Wish, we were by far the most efficient big spender on FB & Google (spending $100's-of-millions per year on each). We achieved this BECAUSE we ignored all "best practices", personal taste, & silicon valley opinions. Because, not in spite. Thanks for sharing @lennysan

@Thomasbcn App specific? Given “no free lunch”. The scale implies: - Discovery spend: lottery wins or lift waterline - Consumer harm wake I'm digging if you're interested -- Alt Pet Theory: slop is more downstream [Root] 1st Gen with Feed-native norms.

The app slop is out of control... Legit devs trying to provide value are hindered by scammers who ship lame tiktok>onboarding>paywall flows that overpromises and don't deliver anything... but short term revenue. Apple needs to act and push them back into the open web

@Thomasbcn @andrewxroas The eComm product the live. The heard great things. Fingers-crossed 100%

@climon @andrewxroas Increasingly selling to ecomm and subs lately. Their algo is strong, their borderline practices towards sellers, buyers and users have perfomed very well. Galaxy away from Meta still. An interesting dynamic is how their reps are the opposite of competent/nice to all others

Why does no other ad platform work as good as meta?

@andrewxroas we have a mild green-light again, still looking for gold i believe

I'll say it once again Consumer apps are the biggest goldrush of this decade Many will look back at it in the future as a once in a lifetime opportunity they missed

@Thomasbcn @andrewxroas Applovin works for games – no doubt

@andrewxroas Huge 1p audience + multiple placements + ad format + a decade of user-level datapoints on & off platform + best in-class conversion delivery system built for ROAS purpose Google, Tiktok, Applovin have some but not all these together. Apple is a decade back on the last

@andrewxroas @johnappscaler @Tiktok does not, in fact Google & Meta are all we have – if you would like rev

@johnappscaler maybe for mobile not for web

@andrewxroas That my friend is a question that would teach an insane amount. low ego, commercial focus – by Mark Zuckerberg Refined tastes all distain performance ads A bull-dozer was surely used. eminent domain: "sorry, it's for the greater good"

@SeijinJung I was the 2nd/3rd-ish early 2016 Ad-so-hard we denied it

Introducing Helena: the world's first autonomous AI marketer. Businesses spend 4,000 hours on marketing…before their first $1M in revenue. We built Helena to solve this. Helena can: ➤ Track competitor ads & create TikTok slideshows, UGC, static ads - all while you sleep ➤ Analyze performance across GA4, Search Console, paid/organic social for daily insights ➤ Research trends to draft GEO optimized blogs directly on WordPress, Framer, Webflow ...and more Helena has her own memory, scheduled tasks, 100+ custom marketing tools and native integrations. No dev. No CLI. No n8n. No API keys needed. Helena doesn't replace CMOs, and every marketer who's demoed it has asked us for early access. Want to hire her? Check the next thread ⬇️

@nikitabier and "Get out of the way"

It all boils down to: 1. Providing the best tools to create content 2. Incentivizing the highest quality content 3. Ranking that content so it finds its audience Nothing else matters.

@boringmarketer prompt the cluster in the sky

marketing for 95% of ai startups is awful: - make a slick launch video - pay for tweets - pray marketing is more valuable than coding. and very few know how to close the gap.

@DamiDefi that obsidian set up is a lamdo wow

This is what happens when you actually connect Claude to the Obsidian vault and let it study your notes instead of just saving them. Two months later it knows your thinking better than you do.

@bosqui @MilkRoadAI Great visual. Perfectly communicates nuances instead of generics

Most people still think the moat in AI is the model. It’s increasingly the operational context around it. That’s why OpenAI and Anthropic are suddenly spending billions on deployment, embedded engineers, integrations, and workflow adoption, rather than just training better models. The real challenge was never generating intelligence. It was making it work inside messy, politically complex, security-constrained organizations with decades of legacy systems and processes. Many SaaS companies won’t disappear because models got smarter. They’ll disappear because workflows no longer need their product layer.

Chamath just delivered the clearest diagnosis of what is happening to enterprise software and the OpenAI Deployment Company is the most damning piece of evidence he could have picked. "The low end of the market is basically finished. There is no safe space." 90% of public SaaS stocks are down 30-80% from their 52 week highs, the median software stock is now negative over the last 3-6 months. Goldman Sachs reported that software forward P/E multiples fell from 35x to 20x, the lowest absolute level since 2014 and the smallest premium to the S&P 500 since 2010. The low end died first and fastest, because AI replaced it most directly. The small business tools, the lightweight project managers, the single function SaaS products that charged $49 a month per seat, those are being replaced by AI agents that do the same work as a workflow, not a product. You do not buy an AI powered tool, you describe what you need and it builds it and the seat based model that created the SaaS industry simply does not apply to that transaction. But Chamath's more interesting argument is about the high end and the tell he points to is perfect. OpenAI just raised $4 billion from 19 investors including TPG, Brookfield, Bain, and McKinsey to launch a consulting company and guaranteed those investors a 17.5% annual return to do it. On $4 billion in committed capital, that is roughly $700 million per year in guaranteed payouts, owed by a company that is projected to lose $14 billion in 2026. The goal of this venture is to compete directly with Deloitte, PwC, Ernst & Young, Andersen, and Cognizant. Think about what that structure reveals. OpenAI lost half of its enterprise LLM API market share from 50% to 25% between late 2023 and mid-2025, with Anthropic now leading at 32%. Its response was not to build a better model but rather to raise $4 billion, offer guaranteed PE-tier returns and hire embedded engineers to physically sit inside client organizations and make AI actually work in production. The reason, as Chamath identified, is that the high end of the market is not easy. "It's not like boop boop boop, put in a prompt and beep bap boop, it all works," he said and the data confirms exactly that. 88% of organizations running AI agents reported a security incident in the past year, 42% of C-suite executives say AI adoption is creating internal organizational conflict. The average enterprise AI consulting implementation costs $228,000 in year one versus $77,000 for platform-based approaches and most still stall before reaching production. Anthropic immediately matched OpenAI with a competing $1.5 billion consulting venture backed by Blackstone, Goldman Sachs, and Hellman & Friedman bringing the combined spend by the two leading AI labs on human powered enterprise deployment to $5.5 billion in a single month Chamath's read is that the high end, the large enterprise platforms like Salesforce with proprietary data flywheels, Palantir with its FDE model already proven at scale, Oracle with vertical specific data moats will survive and consolidate. The mid-market point solutions, the single function tools, the lightweight enterprise apps without defensible data assets, those are on the conveyor belt. The AI industry is not just disrupting the companies that use software but rather disrupting the companies that sell it.

@bearlyai Consumer falsifies this still Consumer needs explanation

Cerebras CEO Andrew Feldman talks about why there are so few young semiconductor chip founders: “The silicon industry is not a place for 25yo CEOs, no matter how smart you are. The returns to having built parts before [10-15x] are enormous.” He says the “number of relationships you need” are extraordinary and can only come from experience and connections in the industry (fabs, IP, EDA toolmakers, cloud providers, backend engineers, logic engineers etc). Many software startups are different as young founders work in markets and build for consumers they are similar age to. Feldman is 54. He spent decades in tech hardware. Sold previous startup (SeaMicro) to AMD and spent few years there as GM before founding Cerebras in 2016 (four other Cerebras cofounders were also at SeaMicro and worked at AMD after acquisition).

@agustincto F yeah!!

We won consumer application at the YC hackathon

I've was a 2030 CMO from 2014-2022. - C-suite + Super IC - AI automation marketing - Extremely lean technical teams - Record Ratio: Budgets-to-Headcount - Grow companies, not headcount

As a C-level Super IC: I can go to every meeting alone. CMO/VP bring major backup. Even when I didn't ask them to bring an entourage

@annbordetsky @lennysan @ElenaVerna Super IC take 10-15 years of doing this. The skill comes with connecting dots top and bottom. To be honest, I have not found ppl are looking super skill. They still value big teams and popularity.

@lennysan @ElenaVerna I've been calling it "Super IC" but this is better, couldn't agree more

Love this from @ElenaVerna

@tbpn @bchesky "Growth at All Cost" <- or don't hire me

"I think the highest turnover job of any Silicon Valley executive position might be the CMO." Airbnb's @bchesky says he has a huge amount of respect for people in marketing because it's one of the hardest functions in a business. "Because once something works, it almost becomes stale. Because everyone does it." "Part of my theory is that what works in marketing changes every few years and you have to be adaptable. Your old playbook gets outdated." "It's this thing called 'banner blindness.' After you see something over and over, you tend to be blind to it, so you need a new tactic."

@tbpn @bchesky CMOs are bad at the skill. CEOs are bad hiring them. Bad at finding them. Asking around is worse. What's the plan to win? 1 Win = massive scale revenue & users (next 5-10 years) I don't care abt a name of part of thing.

@HarryStebbings what can't they automate their campaigns... bigger issue

"A CMO today should be able to run their own campaigns. Our AI VP of Marketing started running its own campaigns the last two weeks, and it's better. The CMO should be able to interact with the agent and and run it themselves now because you don't need a team to do it. You and the agent should do it, and you should want to do that, and you should be passionate about it, and you should get rid of the executives in your organization  that are resisting that. Get rid of them." @jasonlk Love to hear your thoughts on this @kippbodnar @searchbrat @ElenaVerna @vxanand @AravSrinivas

@andrewchen what percent of the time are they talking about someone completely different? different company even... there is a number and it's disturbing

when doing ref checks: - unequivocal praise = no new info - praise BUT… = very useful info - shit talking = either transformatively great or stay away In particular, very hard to get info from front door refs. There, anything other than unbridled praise is a red flag