Sabitlenmiş Tweet
SaaS is dead. Long live SaaS.
These are @virioai's hypotheses for how AI-native services must look + act to win in 2026
Emmett Chen-Ran@doubleemt
English
Emmett Chen-Ran
691 posts
Emmett Chen-Ran
@doubleemt
chief code deprecator @virioai prev: ff @southpkcommons, apm @salesforce, eng @stripe, cs @yale
SF Katılım Eylül 2020
722 Takip Edilen652 Takipçiler
building great product is a lot like being a magician
one has to dance around the limits of expectation and heighten experiences for the viewer such that it feels like magic
English
I met Sean at a GC event a few months ago, then my co added $1M ARR in 30 days
Chris Barber@chrisbarber
Yesterday I interviewed @SeanZCai about AI data. This is essentially a guide for founders on how to sell data and RL envs to AI labs. "I've never seen a data contract get turned down by a top lab, if it's good quality data, for budget reasons." 00:00 What areas of data are underserved? 02:10 For bio data, is it real-world or purely digital? 04:21 For cyber data, which subsets are most underserved? 05:50 What is the sales process like? 07:04 Why would a lab not renew or increase their purchase volume? 10:13 When a researcher is exploring a new direction, what's the first step? 11:35 In robotics data, what do you view as underserved? 13:12 What does the initial data delivery look like, what format? 13:53 Do labs have more sophisticated internal setups for running environments? 14:32 Are the non-frontier labs buying off-the-shelf data from Anthropic / OpenAI vendors? 16:11 Do Anthropic data vendors put expiry timeframes on the exclusivity? 16:42 Are purchase decisions researcher-led? 17:41 Decagon, Sierra, Ramp: what kinds of data are they buying? 19:06 Long-term, when do labs still need to buy external data vs train on user traces? 21:15 Will end-vendor benchmarks shift to performance per dollar? 22:04 How many labs are spending at the 1B+/yr data level? 23:53 Delta between Anthropic's stated $1B and your 10-20B/lab number? 26:05 What makes inference providers / neoclouds a good fit to acquire RL env cos?
English
@ithilgore @OpenAI Telemetry more like Tell Em Me Try codex now
English
We’ve spent a lot of time on the framework underneath Codex, so it can move quickly on routine work while stopping for review when the risk changes.
Here’s how we use sandboxing, approvals, network policy, and telemetry to run Codex safely @OpenAI:
openai.com/index/running-…
English
Real-time World Models are the next AI frontier.
Today, we @reactorworld are taking the first step towards this reality: our early preview lets you experience worlds generated in real-time, running on our global low-latency infrastructure.
Try it now: reactor.inc
English
@contraben Great paper
Curious what you guys thought/concluded about the pre-ideation/pre-prompt adherence phase, of how creatives decide on a direction/treatment for a project at all. Like having AI do mood boarding or combining unexpected inputs for human selection
English
Imagine every pixel on your screen, streamed live directly from a model. No HTML, no layout engine, no code. Just exactly what you want to see.
@eddiejiao_obj, @drewocarr and I built a prototype to see how this could actually work, and set out to make it real. We're calling it Flipbook. (1/5)
English
Opus 4.7 made image gen models so much better!! my first time being impressed by creating visuals!
Claude@claudeai
Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.
English
just spent saturday night watching this week's cs153 lectures with my engineers. like if you agree
English
Emmett Chen-Ran retweetledi
Thank you so much to our friends @VirioAI for the @trudythecorgi mango cake 🍰🍰
It was delicious!!
English
working ai-native means planning for 99% of the time and then one-shotting the whole thing with your god-tier plan in the last 1%
English
sydney sweeney reveals in an interview that she is churning off modal and switching her compute provider to newbird AI (formerly allbirds)
“modal has been my go-to for a while but the pricing just doesn’t make sense anymore and cold starts have been killing me. When I heard about the allbirds pivot, I was bullish. I’m expecting the pricing to be aggressive, the infra clean, and honestly modal has been coasting. newbird AI is going to sweep”
English
@andersonbcdefg but ben, consider: big shiny object fast good. enduring moat take long time bad.
English
why is everyone pivoting to do some openclaw bullshit. does anyone care about anything other than chasing the next shiny object
English
@signulll "bottom up competitors don't need to capture much value to survive" is only true for point solutions or lifestyle cos. the startups that want to actually displace incumbents have to capture way more value than a saas would need to before
English
every software incumbent is fighting a dual front war right now, & dual front wars are historically challenging af.
from above, model companies are vertically integrating through their own surfaces... you can see anthropic, openai, google are all shipping products that directly compete with established saas categories. from below, an effectively infinite number of small teams are filling niches faster & cheaper than ever before, cuz the minimum viable team to build real software has collapsed to 1-3 ppl with ai.
the squeeze this creates is existential in so many ways & you can see markets are pricing this squeeze in now. incumbents can't focus resources upward without getting hollowed out from underneath, & they can't play whack a mole with disposable startups without leaving themselves exposed to platform level moves from above. the standard playbook of acquiring threats, raising switching costs, & bundling feature doesn't really work when the bottom up competitors are infinite & don't need to capture much value to survive.
this is the fundamental structural shift most people haven't internalized about what's actually happening with ai. quite simply ai is simultaneously compressing the entire competitive landscape from both ends, & the companies caught in the middle have no really good strategic response.
English
@catboosted 🚬 product? I haven’t managed one of those in years..
English
it's gotten to the point where if I see a "(YC S24)" in someone's linkedin headline I have to think Really Hard about whether I should accept the connection request
English