jihyun

@JasonrShuman Many on X don’t realize that legacy apps used in enterprise don’t even have APIs to integrate with. They aren’t even on web. The more I talk to actual businesses the more I’m convinced in what I’m building 👀

Silicon Valley thinks AI agents are a $20/mo self-serve subscription. Main Street is paying local agencies $10,000 just to turn them on. Everyone assumes AI will be bought primarily online like Slack or Zoom. I think they are wrong. Some of the biggest winners in the AI boom won't be the software vendors. It will be the humans installing it. Here is the reality of SMBs right now: • 54% lack internal AI expertise. • 41% have data quality too poor for AI to even work. • 41% already prefer buying AI through a local IT provider. You cannot "1-click install" a genius AI into a messy CRM or a 15-year-old server. It will just execute the wrong tasks at the speed of light. The AI software will be cheap and a lot will absolutely be bought online. Making it actually work for a messy, real-world business will be expensive. Very bullish on the "Do It For Me" economy being back.

We dramatically underestimate how much change management it is going to take to automate most knowledge worker tasks. Between data being in legacy environments or systems or without good APIs, context missing for doing the task, teams that are less technical, and other factors, there’s still a lot of work to drive real AI transformation in an enterprise. This is actually great news if you’re building right now because the opportunity is to build the software bridges to make this easier, or to build new services firms to help with this change management. Opportunity is all around for those looking.

The financial architecture of the post WW2 world rested on three assumptions: - US is a benevolent hegemon with an embedded interest in maintaining global trading order - US controls the world’s sea lanes - US treasuries could always be transformed into commodities at a moment’s notice These assumptions are melting away faster than morals at a bachelor party. So how do we now position portfolios? I wrote the following last weekend and a number of clients asked me to unlock it, so here is the paper research.gavekal.com/article/shatte…

@danywander sunny mode is so beautiful what

claude code replaced me IG, TT, YT.. it is the most addictive thing. i promise last one. lol. if you wanna try it on your own. go to dany.works and press [D] [S] [N]

@markoilico looks great 👀

If you're now designing or redesigning a website, this will help you a lot. I recently curated the best hero sections, footers, social proof and other website parts because I got tired of having 15+ tabs open (even with Mobbin). Giving it away 100% free. Comment on this post, and I'll send a Figma link to your inbox!

@ashleymayer optimism being contrarian and interesting ♥️

This is my #1 piece of comms advice for startup founders.

AI has become the justification for every layoff. It's the perfect excuse card, but there is a lot of spin involved. Every layoff is some combo of the following five very different AI stories. 1. Nothing changed, we just realized we have too many people. We are going to blame AI, but we are bullshitting. This is the AI as an excuse; it was really sloppy hiring, and we are just blaming AI. (See Block) 2. Growth has gone away so now we have too many people. This may be because of AI if you are a SaaS company. All the customer love is now going to AI. But it's less AI as a productivity lift, and more about you just building a less ambitious growth company. (See Salesforce and most every SaaS company) 3. We spent our money on capex to build AI so now we can’t afford as many people. Management may say it’s about AI making us productive (4 below) but my gut is a lot of it is about Nvidia getting our money so now there is none for you. (See Meta and Oracle) 4 We are really using AI the way god intended us to. We don't need as many people. This is the ONLY version of the story that is actually about a productivity increase. It's real, it's happening, but I wonder if it is even the majority of the layoffs. (See some software engineering departments right now) @jasonlk raised a fifth reason that doesn't get talked about enough: we just have the wrong people. Maybe we don't need 20 engineers who all know C++, but rather eight who have strong AI skills. This I think should be happening everywhere. Every time a layoff announcement comes out, I try and mentally categorize per the above.

@rodriscoll super interesting @rodriscoll I'm actually doing research on these exact points on job market restructuring patterns. will DM

@lennysan how can we access this dataset?

STATE OF THE PRODUCT JOB MARKET IN EARLY 2026 In spite of the headlines about layoffs and AI taking jobs, we’re actually seeing a lot of promising signs in tech hiring, and some interesting new trends: 1. PM openings are at the highest levels we’ve seen in over three years 2. AI hasn’t slowed the demand for software engineers (at least not yet) 3. AI roles in general are absolutely exploding 4. Design roles have plateaued 5. The Bay Area is increasing in importance 6. Remote work opportunities continue to decline 7. Despite ongoing layoffs, the overall number of tech jobs continues to grow More in 🧵

@vercel is verceling

@askOkara @fatimarizwan lfg @fatimarizwan 🔥🔥

Last Monday, we launched the world’s first AI CMO. We’re a small team of 4, and we launched at midnight. Here’s what happened next 👇

@michael_silver just perpetually confused here

@jihprobs How about the lights turning on at a bar at midnight 😱

My favorite type of person in SF is a NYC transplant who has taste for life outside of work and can see right thru the nonsense that is the norm in the SF social sphere Where are my New Yorkers at?

@danshipper so a four-slice team? 🍕

new model for engineering team structure in 2026: 2 people only one pirate and one architect the pirate's job is to move as fast as possible to develop valuable, shipped product features by vibe coding. the architect's job is to turn the product surface discovered by the pirate into a reliable, structured machine—also by vibe coding, but at a slower, more well-reasoned pace. every product needs a pirate but most product's only need an architect once they some form of PMF, and in that case they usually don't need one full-time. architects can work across many codebases and solve interesting technical challenges. pirates go hard on a product that they own end-to-end.

@OpenAIDevs at @cornell_tech yesterday ⚡️ Cool to see 4x WAU on Codex this year (me being 1). Today’s building has been 80% codex on GPT-5.4 and kind of converted 👀

39 startups are building alongside Vercel for six weeks. Backed by $8M in credits from AWS, Anthropic, OpenAI, ElevenLabs, and more, they have the resources to scale their infrastructure. Meet the 2026 Vercel AI Accelerator cohort. vercel.com/blog/2026-verc…

People think that automating jobs will be easy, but they're wrong. You can’t just ask the AI to do things. You need to understand what your employee is doing - instructions, evals, monitoring. You have to make the role legible. Only then can you know AI will do the job well.

@WSJ The value of Bloomberg terminals is not a pretty dashboard that the LLMs are now one shotting. It’s obvious to people who’s used one but invisible to those who haven’t

Finance types worship at the altar of the Bloomberg terminal. So when AI evangelists recently declared it ”cooked,” it was war. on.wsj.com/4byzDuR

@valhalla_dev every new AI tool/research being used for “how I made X with Y” when in reality it’s really hard to arbitrage and trade as retail. If it made money it won’t be on X

The "OpenClaw made me $ x,000 from trading prediction markets/crypto" stories were pretty much all affiliate scams. They're getting paid by Kalshi and Polymarket to post about and popularize automated trading via LLM bots. Both companies pay for posts that get a lot of impressions, because they make money off of raw trading volume. They bot tweets, YouTube views, etc. to get content going in the algorithms. Then tons of people are tricked into just downloading OpenClaw, handing it the keys to their wallets and letting it run, 99.99% of the time losing all of their money. There are a handful of VC backed startups that are basically only making money off of these affiliate scams. Not "small VC's with very little following" but the biggest ones in the US. I'm not going to call them out because I do not have the budget, time or interest in fighting with legal, but if you know of the big wigs in the US VC space, especially around crypto, it's not hard to guess. I can't pretend to know how VC money works, because my immediate next question would be "how are you going to make money for the VC's if all of your money is coming from Polymarket/Kalshi affiliate revenue" but my assumption is that you get your initial revenue from affiliate income, then you pivot to infrastructure or something reasonably stable after you get a huge wave of followers from the initial (likely botted) exposure. I have seen at least one OpenClaw startup with VC backing do this. Once you pivot to infrastructure ("run your OpenClaw bot on my VPS infrastructure that's just DigitalOcean with a couple bash scripts") then you're making money off of people deploying OpenClaw bots on your infrastructure, then Kalshi/Polymarket make money off of those people losing all their money trading. The entire grift is wholly based off of ensuring your customers lose every dime. It's pretty shocking, unless you've been following how grifty the space has been for a while. I'm an AI believer. I played around with OpenClaw a lot. I've built my own harness (in Rust, btw) and really believe that there's a bright future for agents. There is so much grift in the space right now that has to get shaken out for that to happen, though. Unfortunately, it's going to victimize a lot of early users first.

@teodos had the same experience as someone living in nyc. sf is the right place to build

I’ve met more NYC founders in SF in 2 weeks than I did in NYC in the last 2 years. The energy here is unmatched.