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derek kohn
3.7K posts

derek kohn
@derekkohn
I help to build new companies at 24K. @curiousclub Designed apps from 0 to used by 1B+ people @linkedin @instagram @join_royal
Katılım Ocak 2010
1.9K Takip Edilen1.7K Takipçiler

prediction re the end of spreadsheets
AI code gen means that anything that is currently modeled as a spreadsheet is better modeled in code. You get all the advantages of software - libraries, open source, AI, all the complexity and expressiveness.
think about what spreadsheets actually are: they're business logic that's trapped in a grid. Pricing models, financial forecasts, inventory trackers, marketing attribution - these are all fundamentally *programs* that we've been writing in the worst possible IDE. No version control, no testing, no modularity. Just a fragile web of cell references that breaks when someone inserts a row.
The only reason spreadsheets won is that the barrier to writing real software was too high. A finance analyst could learn =VLOOKUP in an afternoon but couldn't learn Python in a month. AI code gen flips that equation completely. Now the same analyst describes what they want in plain English, and gets a real application - with a database, a UI, error handling, the works. The marginal effort to go from "spreadsheet" to "software" just collapsed to near zero.
this is a massive unlock. There are ~1 billion spreadsheet users worldwide. Most of them are building janky software without realizing it. When even 10% of those use cases migrate to actual code, you get an explosion of new micro-applications that look nothing like traditional software. Internal tools that used to live in a shared Google Sheet now become real products. The "shadow IT" spreadsheet that runs half the company's operations finally gets proper infrastructure.
The interesting second-order effect: the spreadsheet was the great equalizer that let non-technical people build things. AI code gen is the *next* great equalizer, but the ceiling is 100x higher. We're about to see what happens when a billion knowledge workers can build real software.
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I bought a small residential HVAC company
In less than a year, I changed everything:
- Fired and replaced 100% of employees
- Fired 40% of the customers (commercial)
- Sold 100% of the vehicles and bought all new
- Opened a 2nd office
- Expanded into a new geography
- Scrapped the website and built a new one
- Replaced Housecall Pro for ServiceTitan
- Replaced the payroll company for Gusto
- Added medical, dental, & vision insurance
- Added 401k
- Invested 6 figures in marketing
- Restructured inventory management
- Revamped payment and collection terms
- Revamped 100% of the price book
I don’t have an operations background but I do understand this industry is a “people business” and it became very apparent to me after closing that I had the wrong people.
Not only did I have the wrong people, but I had broken processes, no leadership, and a toxic culture.
So I completely rebuilt the company from the ground up.
At this point the only original thing left from the acquisition is the name on the door.
I did all of this out of necessity.
Now that we have the right people and processes in place, we can move to the next chapter.
Growth.
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It’s been awesome supporting @justindross on this journey through @CuriousClub. Well deserved!!
JD Ross@justindross
My last company, Opendoor ($7B), replaced real estate brokers. Today, my new company WithCoverage raised $42M to replace insurance brokers. It was led by Sequoia & Khosla, the first time @RoelofBotha and @Rabois partnered since PayPal.
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@justindross @CuriousClub It takes a little crazy to move mountains
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Framer Challenge – Week 44 (Oct 27 - Nov 2)
• $18,495 from affiliate rewards (+ $1,908 vs. Week 43)
• $150 from component sales (+ $20 vs. Week 43)
• $5,392 from client work (no change)
Total: $24,037 / $20,000 since Sept 12 (+ $1,928 vs. Week 43)
Breakdown below 👇#FramerChallenge @framer

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derek kohn retweetledi


looking for someone who loves designing in @framer and wants ownership of the work they ship here @perplexity_ai
bring your links, bring your craft.
apply below 👇
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We are growing like crazy over @CuriousClub.
We are looking for an incredibly talented full-stack Design Lead. Full time role.
- Experience working with tech companies across brand, web and product
- Proactive communicator and get shit done vibes
- Loves being on the forefront
Location: LATAM talent only
Respond with 4 examples of work and/or DM me.
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@rileybrown_ai @boringmarketer n8n isn’t meant to be a BE. It’s good for data transformation and automating workflows.
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@boringmarketer For this example using n8n would not be necessary.
Ok we agree.
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@CuriousClub is looking for a badass design contractor who specializes in web application design systems and product design.
Send me 2-3 example of recent projects.
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I grew up in San Francisco, walking with my family by the Golden Gate Bridge. I still remember the thick and iconic chain railing that gave the place a sense of distinctiveness.
Now the chains are gone, and they've been replaced by a soulless metal railing that's colder than a hospital waiting room. I'm sure some bureaucrat somewhere justified it with a tidy spreadsheet, but they stripped away a little piece of San Francisco's soul in the process.
This is how a culture loses its charm: slowly, quietly... one small decision at a time.


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@DannPetty I always thought the agencies that separated ux, interaction and visual onto 3 people were just scamming talent out of empowerment and clients out of money.
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