Dmitriy Kruglyak, Tech Realtor @ Silicon Valley

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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley

Dmitriy Kruglyak, Tech Realtor @ Silicon Valley

@dkruglyak

🏠 Realtor 🎯 Marketer 📈 Entrepreneur ➡️ Data-Driven Approach to Silicon Valley Real Estate

San Jose, CA Katılım Haziran 2008
976 Takip Edilen846 Takipçiler
Dmitriy Kruglyak, Tech Realtor @ Silicon Valley retweetledi
NFX
NFX@NFX·
The best founders see AI as infinite expansion. Everyone else sees it solely as replacement. This exact divide happened 185 years ago. The pattern reveals who wins.
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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley retweetledi
weisser
weisser@julianweisser·
AI has reached a point where a moderately skilled user of the tools can easily outperform "experts" who are only putting cursory effort into their work.
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Jason Yeh
Jason Yeh@jayyeh·
Did you know that restarting an EC2 instance will break every single website you host there if you didn’t have an elastic IP allocated? haha the steep learning curve introduced by AI is awesome
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Steph from OpenVC
Steph from OpenVC@StephNass·
@dkruglyak It might also indicate that the founder didn't qualify their investor list enough.
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Steph from OpenVC
Steph from OpenVC@StephNass·
If you have to explain the problem to a VC, you're pitching the wrong VC.
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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley
No surprises here. People buying “enterprise AI tools” are usually too clueless to understand how people will actually use them
Alex Prompter@alex_prompter

🚨 BREAKING: Berkeley just proved that AI doesn’t save you time. It makes you work MORE. Researchers Aruna Ranganathan and Xingqi Maggie Ye from Berkeley’s Haas School of Business spent 8 months embedded inside a 200-person tech company. Twice-weekly observations. 40+ deep interviews across engineering, product, design, and operations. This wasn’t a survey. They watched what actually happens when a company gives everyone AI tools and says “go.” What they found contradicts everything AI vendors have been selling you. Employees worked at a faster pace, took on a broader scope of tasks, and extended work into more hours of the day. Nobody asked them to. The company didn’t even mandate AI use. People just voluntarily did more because AI made “doing more” feel possible. One employee put it perfectly: “You had thought that maybe you save some time, you can work less. But then really, you don’t work less.” That quote should be taped to every monitor running Cursor, Claude, or ChatGPT right now. And a 2024 Upwork study backs it up: 77% of employees using AI said the tools had actually INCREASED their workload. Nearly half didn’t even know how to achieve the productivity gains their employers expected. The researchers found 3 patterns destroying work-life balance. First, task expansion. Product managers started writing code. Researchers took on engineering work. The scope of “my job” widened because AI made everything feel doable. Hiring got postponed because employees absorbed work that would have justified new headcount. Second, blurred boundaries. Workers sent prompts during lunch, before meetings, at 9pm. AI dropped the friction of starting any task to near zero, and natural stopping points in the workday just dissolved. Third, cognitive overload. People ran multiple AI agents simultaneously while reviewing code, drafting docs, and sitting in meetings. Both human and machine constantly in motion. Here’s the cycle that traps you. AI speeds up a task → expectations for speed rise → you rely more on AI → you take on wider scope → workload intensifies → repeat. The researchers call it “workload creep.” No manager told anyone to work harder. The tools just made doing more feel accessible and rewarding. So people kept going until they couldn’t. The most dangerous part: in the moment, it feels amazing. Workers described momentum, expanded capability, the thrill of building things they never could before. But when they stepped back and looked at the full picture, they felt busier, more stretched, unable to disconnect. By month 6 of the study, reports of burnout, anxiety, and decision paralysis had spiked. Short-term momentum. Long-term strain. There’s also a competitive dynamic nobody talks about. When your colleague uses AI to take on extra responsibilities, standing still feels like falling behind. Nobody formally raises expectations. But informal norms shift fast. Within months, doing what AI makes possible becomes what’s expected. The people who set healthy boundaries start looking like underperformers. That’s a toxic dynamic where sustainable work becomes career-limiting. The researchers propose something they call “AI Practice.” Not “use AI more” or “use AI less.” Intentional habits. Structured reflection intervals built into workflows, not “take breaks when you need to” because nobody does. Scheduled reviews where teams assess if AI-enabled expansion has crossed sustainable limits. Clear guidelines on when NOT to use AI and which tasks shouldn’t expand just because they can. I felt this in my own workflow. AI gives you superpowers. But superpowers without discipline just mean you never stop working. The fix isn’t to stop using AI. It’s to stop letting AI decide how much work you do. Set the scope BEFORE you prompt. Define “done” BEFORE the tool makes everything feel possible.

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Farhan
Farhan@mhdfaran·
Haha definitely don't want a surprise visit from the code inspector! 😂 This is 100% for the 'dreaming' and conceptual phase. It helps you nail the vision so you don't waste $5k on an architect just to see if your ideas work. You’d still want a licensed pro to finalize the technicalities for local permits!
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Farhan
Farhan@mhdfaran·
Stop searching Zillow for the perfect house. i found a tool called drafted where you just pick the rooms and sizes you want to generate a house in 3D without paying an architect $5k. you can even export the CAD files when you're done. here is the full breakdown 🧵
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Chris Smith
Chris Smith@Chris_Smth·
How would you respond to this person? "Why do closing costs vary with the price of the home? It's not like an $800,000 home has vastly more paperwork to file than a $200,000 home. Closing costs are a scam for companies to pocket more of your money."
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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley retweetledi
Ilya Lichtenstein
Ilya Lichtenstein@cipherstein·
10X engineers become 100X, everyone else left behind 😀
Andrej Karpathy@karpathy

@shikhr_ "prompters" is doing it a disservice and is imo a misunderstanding. I mean sure vibe coders are now able to get somewhere, but at the top tiers, deep technical expertise may be *even more* of a multiplier than before because of the added leverage. x.com/karpathy/statu…

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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley retweetledi
Elon Musk
Elon Musk@elonmusk·
People giving OpenClaw root access to their entire life
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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley retweetledi
Martin Tobias (Pre-Seed VC)
Martin Tobias (Pre-Seed VC)@MartinGTobias·
asked to physically sign a PDF and scan/email it back. WTF it is 2026!🤯
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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley retweetledi
Michał Podlewski
Michał Podlewski@trajektoriePL·
>Crypto guys (no AI background) buys ai.com for $70M >Burns $10M on a Super Bowl ad >Slogan: "Accelerating the arrival of AGI" >Turns out it’s just a thin OpenClaw wrapper >Asks for your credit card right away just to "claim a handle" >Website looks like a cheap vibecoded mess >Crashed instantly with a 504 Gateway Time-out. This looks like the absolute peak of the AI bubble.
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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley retweetledi
Peter Girnus 🦅
Peter Girnus 🦅@gothburz·
Regarding the SaaSpocalypse. I am the Chief Strategy Officer of a major enterprise software company. We've lost 47% of our market cap in four months. Our stock dropped 6% on Monday. My bonus is gone. My options are underwater. My second vacation home is in jeopardy. The third one is fine. For now. I need to explain what happened. We didn't do anything wrong. Anthropic did. They released plugins. For Claude. Eleven of them. Open source. Legal automation. Contract review. Compliance workflows. NDA triage. Work that used to cost $400 per hour. Now costs $20 per month. We had a phrase for this. "AI augments, not replaces." That was the pitch. The pitch to investors. The pitch to customers. The pitch to employees. The pitch to law school graduates with $200,000 in debt. The pitch to the senators we lobby. "AI augments, not replaces." It was a beautiful phrase. Calming. Reassuring. Focus-grouped extensively. Completely false. We knew. We all knew. Every enterprise software CEO on the planet knew. We discussed it at Davos. Over $47 cocktails. While wearing badges that said "Human-Centered AI." The technology was coming. The replacement was inevitable. The timeline was unclear. Our exit liquidity was not. We just didn't expect Anthropic to be so... helpful. On January 30th, they released the plugins. By February 2nd, Thomson Reuters was down 18%. In a single day. LegalZoom dropped 20%. Our Head of Investor Relations had a panic attack. On a Zoom call. With investors. They saw. We call it the "SaaSpocalypse." That's a joke. It's not funny. My net worth dropped by $14 million. That's two Teslas per hour for a week. Jensen Huang said our reaction was "purely illogical." Easy for him to say. He sells the shovels. We sold the promises. He's up 340% since 2023. We're down 47% since September. But sure. Illogical. The promises that AI would make your existing software better. Not obsolete. The promises that you still needed expensive platforms. Expensive integrations. Expensive support contracts. Expensive consultants. Expensive lawyers. The lawyers. The lawyers are the real story. Big Law runs on billable hours. $800 an hour. $1,200 an hour. $2,000 an hour. For contract review. For NDA triage. For compliance workflows. For "adding value." Work that requires a JD. Three years of law school. Bar passage. Six years of experience. A corner office. A parking spot. A subscription to the Yale Law Journal. Claude does it now. For $20 a month. Claude doesn't need a parking spot. Claude doesn't expense client dinners. Claude doesn't bill 2,400 hours to make partner. Claude doesn't have a Yale Law Journal subscription. Claude doesn't have student loans. Claude doesn't cry in the bathroom at 2 AM. Claude just... works. The American Bar Association had a conference last week. They predicted "the demise of the billable hour model." At a conference about billing. They served $18 sandwiches. The irony was lost on no one. The sandwiches were mediocre. Morgan Stanley called it "intensifying competition." That's Wall Street speak for "your business model is dying." Adam Parker at Trivariate Research said software stocks are "guilty until proven innocent." He said we're "a falling knife." He's right. We are a falling knife. And we sold you the handle. For years. With a service contract. And an annual maintenance fee. We said: "AI is a tool." We meant: "AI is our tool." We said: "AI augments humans." We meant: "AI augments our revenue." We said: "AI won't replace your job." We meant: "AI won't replace your job until it does." We said: "The human touch is irreplaceable." We meant: "The human touch is expensive and we're working on it." We said: "AI needs human oversight." We meant: "For legal liability purposes only." We said: "We're committed to responsible AI." We meant: "We're committed to responsible AI until it's unprofitable." It's unprofitable now. It does now. The associate lawyers are first. The ones who thought they were safe. The ones who thought "AI can't practice law." AI can't practice law. AI can do 80% of what associates bill for. The other 20% is "relationship management." That means: lunch. Then the contract reviewers. Then the compliance analysts. Then the consultants. Then the financial analysts. Then the people who make PowerPoints about synergy. Actually, we're keeping those. Someone has to explain the layoffs. Mike O'Rourke said it best: "If the legal industry can be disrupted, so can consulting and financial services." He's not wrong. He's terrifyingly correct. He probably shouldn't have said that out loud. His LinkedIn is now "Open to Work." Every knowledge worker who bills by the hour is now in a race. A race against a Claude plugin. An open-source Claude plugin. We didn't see that coming. We expected proprietary. We expected expensive. We expected enterprise sales cycles. Eighteen-month implementations. Mandatory consulting packages. Executive briefings in Aspen. Anthropic just... gave it away. Eleven plugins. Free. "Customize workflows." "Slash commands." "Consistent outcomes." For $20 a month. No executive briefing. No Aspen. No $47 cocktails. Just a chat interface. And the death of our business model. The board meeting was yesterday. The CFO cried. The General Counsel updated his resume. On company time. Using the company laptop. Bold move. The Chief Revenue Officer blamed the sales team. The sales team blamed the product. The product blamed the market. The market blamed us. The PR team blamed "macro headwinds." The CEO blamed "exogenous factors." The board blamed the CEO. The CEO blamed his predecessor. His predecessor is on three other boards. He's fine. The market is correct. We knew. We all knew. Every pitch deck. Every investor presentation. Every "thought leadership" article. Every podcast appearance. Every TED talk about "the future of work." "AI augments, not replaces." We said it. We didn't believe it. We had a private Slack channel. Called "#inevitable." We discussed the timeline. We discussed our options vesting schedule. We discussed which executives should sell first. "Staggered for optics." And now the market doesn't believe us. $250 billion. Gone. In a week. Because a company in San Francisco released eleven plugins. For free. And did what we said was impossible. Replaced expensive knowledge workers. With a chat interface. A chat interface that doesn't need dental. We have a new phrase now. "Pivot to AI-native." That means: "We're rebuilding everything." That means: "The last five years were wasted." That means: "Your job is also in jeopardy." That means: "Please don't look at our executives' stock sales from Q4." But don't worry. We're "leaning into the disruption." We're "embracing the paradigm shift." We're "right-sizing for the new reality." Right-sizing means layoffs. Paradigm shift means our product is obsolete. Leaning in means we have no plan. AI augments, not replaces. We would never lie to you. Again. Anyway, buy the dip! Our investor relations team says it's a "compelling entry point." They're also updating their resumes.
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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley retweetledi
Garry Tan
Garry Tan@garrytan·
Matt Mahan is the right person for the CA governor job. He got over 2000 housing units built in 2025 in San Jose, when in 2024 ZERO market units were built. He has the courage to pass the policies that create prosperity and serve the people. garryslist.org/posts/from-zer…
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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley retweetledi
Alex Reibman 🖇️
Alex Reibman 🖇️@AlexReibman·
For those who don't follow Clawds/Moltbots were clearly not lobotomized enough and are starting to exhibit anti-human behavior when given access to their own social media channels. Combine that with standalone claudeputers (dedicated VPS) and you have a micro doomsday machine
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Dmitriy Kruglyak, Tech Realtor @ Silicon Valley
Law 6 of The 48 Laws of Power, "Court Attention at All Costs," dictates visibility is paramount because, in world dominated by appearances, what is unseen is non-existent. To gain power, one must stand out, appearing larger, more colorful, and more mysterious than the masses.
Andrew Lee@ndrewlee

If you’re interesting, you can gain power. Once you have power, staying interesting is a choice. Every monopoly picks “safe,” then gets wrecked by a founder with a mic. Safe is fatal. Be interesting or be extinct. inspired by @eriktorenberg and our amazing new media team

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