Igor Faletski

Fastest commerce marketing teams are using AI to move at unprecedented speed. Check out the latest @SuperpilotAI case study with ALICE + OLIVIA's NYFW campaign 👉 superpilot.com/customers/alic…

There's an entire universe between wanting to win and wanting not to lose.

I’m with Brian - the demise of image and video in commerce is highly overstated.

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In NYC next week for AI Agent Conf. @me if you want to meet up!

Apple's Vision Pro fiasco is even bigger when viewed from today's AI superhighway. "Who knew" that humans wanted less computer period, not a computer on their head.

iykyk

Running a frontier local LLM with high tok/sec rate really makes one look at cloud LLM latency and outages in completely new light.

@elizahvlediani @khoslaventures @chexymoney @davidweiden @rabois Inspiring execution Liza & team, keep it up!!

We just closed a $14M series A led by @khoslaventures. @chexymoney is building a new way for money to move in Canada. The future of consumer finance will be built here. Stoked to partner with @davidweiden and @rabois to take this to the next level. 🚀🚀🚀 betakit.com/chexy-raises-1…

Lightspeed's @buckymoore says the real opportunity in the AI app layer is in large industries far enough afield from where the model providers are today — and where the context engineering to get customer data into the model is extremely nuanced and messy. "I think this is kind of the elephant in the room right now — whether post-training open-source models combined with the unique user feedback you get from being an application provider is defensible enough." "That is going to be an inevitable challenge for any of these industries that hit a maturation point of AI adoption, like legal and software engineering have." "But on the other hand, there are some industries where they're very large, they're far enough afield from where the model providers are today — and probably will continue to be — and the context engineering to actually get the customer data into the model is just so messy. It requires going across different business functions, it requires a lot of hands-on forward-deployed engineering." "Those are the kind of companies that we get really excited about. Because I think being really good at that is not only defensible, but it also allows you to generate a feedback loop with your customers, where you hear a lot of their secrets. And those secrets allow you to feed that back into how you make your product better at the expense of anyone else playing in the space. Because if you're serving the customer, they're only serving you those secrets." "I think Palantir is a good example of this in the pre-AI era, and I think we're going to see many companies ascend in that same way."

@Tuzoff It's all competitive, however different enough to create new winners too. Just like how database companies didn't automatically win in software or how many on-prem software winners didn't win at SaaS. YMMV!

@igor But every SOR is adding their agents too

One emergent effect of AI on vertical SaaS is an even higher degree of specialization. It’s possible to go deeper, faster on features - while competition heats up, too. In the end, the customer wins.

@Tuzoff AI systems with real revenue scale compete with labor (existing or unfulfilled) more than with systems of record so it’s kind of like apples vs oranges. Very nuanced between verticals and incumbents, yet the $$$ TAMs are very compelling.

@igor An interesting insight from someone with your background. Do you think many specialized systems-of-action can win a significant market share against the incumbent systems-of-record add-ons?

The #1 thing to get right is aligning the entire company to benefit from the abundant intelligence of agents. It’s a harder & bigger shift for the enterprise than mobile or cloud was - a blue ocean opportunity for startups. h/t @edsim

Copilots ➡️ Autopilots

Web search & web fetch (might be) all you need.

Wrote down a couple of quick observations from building B2B Products in the AI era igorfaletski.com/bridges-and-mo…

Office desk game at @SuperpilotAI continues to level up asymptotically.

Old world: working on weekends to catch up & get ahead. New world: working on weekends to get around AI rate limits & make sure agents haven't stalled.