Daniel Da Vinci

How to scale a Shindo 3 #earthquake

Big earthquake just now. Yikes.

There’s $1T up for grabs for agent-first startups and this window is WIDE open. Probably 10,000+ niches. How it plays out: 1. Every SaaS company follows salesforce and goes headless within 18 months 2. a new category of "agent-native" startups emerges that treat salesforce, HubSpot, workday etc as dumb backends. the startup IS the agent. the SaaS is just the database. 3. the entire consulting/services industry around enterprise SaaS gets compressed into software. the agent replaces the implementation team. 4. outcome-based pricing becomes default. nobody pays per seat when the "seat" is an agent making 10,000 API calls a minute. you pay when revenue hits your account. 5. the winning founders are ex-operators who understand a vertical workflow cold. the code is the easy part. knowing that a property manager spends 14 hours a week on lease renewals? that's the insight worth $100M. 6. distribution becomes the moat. when anyone can wire agents to APIs, the company with the audience and the brand wins. media + agents is the new SaaS. There’s a rush to incubate live/short form shows. 7. Silicon Valley goes all influencer. Roy lee gets this. Pat Walls gets this. Sam Parr gets this. 8. the first $1B agent-native company in each vertical will look nothing like the SaaS it replaced. smaller team, higher margins, no implementation cost, no churn from bad UX because there is no UX. the fastest path to wealth right now: find an industry that still runs on dashboards, phone calls, and spreadsheets. build the agent-native version. charge per outcome. own the workflow end-to-end. someone reading this right now is going to build a $100M company off this exact shift. tell me about it on the @startupideaspod when you do. Im rooting for you. Less reading, less bookmarking, more building. the last wave rewarded people who built pretty interfaces on top of ugly data. I think this wave rewards people who build smart agents on top of exposed APIs. Or who just build the APIs themselves Here we go

@readswithravi Meditations - Marcus Aurelius

What’s a book you will never stop recommending?

An app with a "stripper Pole" growth curve. Now the same curve with mac mini sales as a result. How I Created OpenClaw, the Breakthrough AI Agent | Peter Steinberger | TED youtu.be/7rzYDM6vMtI?si…

日本語　📖

I have not been for a run in at least two years. Felt really good to go out again. Let’s see if I say the same tomorrow. #gettingokd

Goal for 2026? Win Duolingo :) #Duolingo

It’s getting sharper. #chatgpt

@bensig In.

I’ve decided the most important skill to learn over the next few months is building and controlling AI agents. If you want to get hands-on too, I’m putting together a small cohort. Who’s in?

Like that was hard to see coming. “The money flows in loops: Nvidia invests in AI startups, startups commit to cloud spending, cloud providers purchase Nvidia hardware, Nvidia recognizes revenue, but the cash never completes the circuit because the underlying economic activity—AI applications generating profit—remains insufficient. “ open.substack.com/pub/shanakaans…

@edels0n 1000% yes mate. Gorgeous!

Should I adopt?

My son’s first sports day and they dressed him up like a pineapple…. 🍍 #japanlife

Wordle 1,574 3/6* ⬛🟨⬛⬛🟨 🟨🟩⬛⬛⬛ 🟩🟩🟩🟩🟩 Anyone still ?

@TomRaftery Well, I was certainly wrong about my prediction.

@ddav Fingers crossed

Happy new year everyone. Here’s hoping 2023 is waaaay better than the crappy year 2022 turned out to be!

@Moneykibat @jasper_07 I’m speaking outside SAP ecosystem.

@ddav @jasper_07 Like SAP BTP?

Cloud Computing, Mobile Tech, Big Data, IoT, and RPA created massive hype and inflated promises in the enterprise, mostly falling well short of expectations. Does AI need to connect those dots to turn the enterprise AI hype into reality?