
clstrns
51.8K posts



Automation is a lie. CLIs are over. The SaaSpocalypse is dumb. A year ago @danshipper came on the podcast to predict where AI was heading. He was remarkably right—including the call that everyone was sleeping on Claude Code. Dan has a unique lens into where things are going because his team at @every is possibly the most AI-pilled group of people in tech. I always learn a ton talking to Dan. So I brought him back for round two. We'll score these in exactly a year: 🔸 Every company will have one “super-agent” in Slack. 🔸 Codex and Claude Code will become the new operating system for knowledge work. 🔸 The AI job apocalypse is not happening. 🔸 PMs and designers will thrive. 🔸 We will read way more AI-generated writing and we will like it. 🔸 "I would buy SaaS stocks right now." Listen now 👇 youtube.com/watch?v=4D3hDm…




CEOs are uniquely prone to AI psychosis because they’re sufficiently distant from the last mile of work that still has to happen to generate most value with AI. So when they play with AI, they see the happy path results, often not considering the next 10 or 20 things that have to happen to get sustainable results from agents. “Look I made this awesome product prototype”. Yes but you didn’t have to review the code before it went into production and fix a bunch of issues. “Look I generated a contract”. Yes but you didn’t verify all the terms before it goes out to the counterparty and didn’t have to wire up all the past contracts to work with. The best thing you can do as a CEO is to use AI a *ton* to figure out the real implications of agents in the enterprise, and come out the other side with an appreciation for both the upside and the real work that goes into them.

CEOs are the most delusional about AI. Detached from reality.



@elusives_ One failure mode of my statement could be that the goal of mathematics is much less clearly defined than that of chess (winning). If we consider the social aspect of chess as well, then human chess is more alive than it has ever been before. Maybe the same will be true for math.

Eli Lilly released retatrutide Phase 3 data yesterday. 28% weight loss in 80 weeks. The most powerful obesity drug that’s ever been tested. And today the cancer signal drops. 12,112 patients. Seven tumor types. GLP-1 users had half the lung cancer metastasis rate (10% vs 22%). Breast cancer: 43% cut. Colon cancer five-year mortality in a separate study: 15.5% vs 37.1%. Cancer joins a list that already includes heart disease (SELECT, 20% MACE reduction), kidney failure (FLOW, 24% slower decline), sleep apnea (SURMOUNT-OSA, FDA-approved), addiction (BMJ, 600K veterans, 18-25% reduction across substances), and liver disease (86% fat clearance). Tumors express GLP-1 receptors. Activate them and NF-kB drops, apoptosis rises. The drug isn’t just shrinking fat. It’s talking directly to the cancer. One drug class. Designed for blood sugar. The biology keeps finding uses the designers didn’t predict.






