Justin Guld

@jasonyimco Super cool!! Are Manus and Meta AI on separate tracks or are they converging? Will this be incorporated into Manus? Been LOVING Manus

meta just announced a ground-up overhaul of its ai efforts we launched muse spark, the first model from the new superintelligence labs the most interesting part isn't just the model itself. it's how we're solving the latency problem for reasoning models right now, models like gemini deep think and gpt pro get smarter by thinking longer. but that means you wait meta's approach is different. we built "contemplating mode" which orchestrates multiple agents to reason in parallel instead of one agent thinking for longer, you have multiple agents thinking simultaneously it competes with the extreme reasoning modes of frontier models with comparable latency we also introduced "thought compression", the model learns to compress its reasoning to solve problems using significantly fewer tokens, reducing the compute needed to run at scale this is the infrastructure advantage playing out in real time we're hitting the same capabilities as llama 4 maverick with 10x less compute. the race isn't just about who has the smartest model anymore. it's about who can serve that intelligence to billions of people without breaking the bank or making them wait. try it out on meta. ai, would love to hear your experiences👇

@DrDavidKass Awesome summary 🙏

Warren Buffett on CNBC: He goes into the office every day. Greg Abel runs 200 companies within Berkshire. Berkshire bought $17 bill in T-bills this week. The market does not look cheap. Has held AXP 30 years and KO 35 years. Berkshire has $350 b in cash and made $100 bill in profit in Apple which is largest holding. Sold Apple too soon. Apple earns high rates of return on capital. Tim Cook is fantastic manager. Buffett would buy a lot of Apple at lower price - it is a consumer company not a technology company. Jay Powell during pandemic did right thing. If he waited three weeks it would have been too late. Powell and Volcker are his heroes. He worries about stability of banking system. In 2008 he wanted everything secured. People get scared and panic. They run out of a theater if someone yells fire then return one at a time. In 2008 Berkshire had no money market funds and no commercial paper. Focus on inflation and stability of banks. Gambling in Las Vegas is mathematically dumb. In stock market do well if sit tight. Lottery is tax on stupidity. Doesn't like government getting involved in a lottery. Nine countries have nuclear weapons including North Korea. Iran wants to get it. 1938 letter signed by Einstein encouraged President Roosevelt to develop a nuclear bomb before Germans do. Buffett has bad eyesight. Jeffrey Epstein figured out weaknesses of famous people. Buffett has not talked to Gates since revelations.

@herrmanndigital It really is the most incredible AI for D2C

I now use Manus more than any other AI tool.

@codyplof I find Manus does a better job at understand the brand and making landing pages that I can easily ship to Shopify

Has anyone gone DEEP on building design systems in Claude? I think mine is pretty good and I’m able to design production ready pages for Shopify. But it still takes too long and ignores a lot of the instructions. Would love to compare notes with anyone that has gone deep here.

@Seanfrank Great take 🤙 small question… how do you daily dollar cost average automatically??

Ai job loss- my perspective as the decision maker in a $100,000,000+ company: 1- ai job loss is over hyped. we have fired zero people because of ai we have fired people for refusing to do the work on their job description. we have fired people for being bad at their jobs. we have fired people for not trying to use new tools. But we are still set to SLOWLY increase headcount this year. maybe net 2-5 people. 2- the real effect is job growth slowing. I will always need someone who "owns" a vertical. I have an inventory director. She needs to be the decision maker in all inventory planning. Agents SHOULD help her. Agents should do most of the work. But it needs to roll to a human. If she is gone, it has to go to my COO or me. Just not functional at a large org. I see the revenue per person target just increasing. 1 million was gold standard. Now its 2m. and by 2027 it will be 5m. More work being done. the same number of humans in the loop- not less. 3- The stagnation in the knowledge work market will be offset by the demand in blue collar work. this is obviously happening right now. My brother in law is a welder. there is unlimited demand. we run a production facility. that has doubled in 12 months. There could very well be a decline in "email" jobs. but that decline will be modest, and will be more than made up for in the blue collar boom. eventually, we will build houses and mines and factories in america. 4- every 20 years, the hot job has to change. It was finance in the 80s. tech in the 2000s. and now it will be plumbing and electrician. I remember the "learn to code" movement around coal miners. It came off as mean and tone deaf. but I think we will need a program to teach former product managers from SAAS companies to learn to weld. 5- Jobs are fake. In 1800, 95% of people were farmers. In 1900, 80% of people were farmers. In 2026, 3% of people are farmers. If you went back in time to 1880, and explained your job to a coal miner, he would assume you were the god king of earth. But no, we just tippy type and order private taxi for our food. The work we do just changes. we are going through a change now. on the otherside, I think there are higher wages and lower prices for everyone. service work will be seen as high status. baristas will make 100k a year. the future will be awesome, because tech will do more and more of the work. like farming today. ---- Not financial advice, but I dont believe the doomerism. Im daily cost averaging into the market. We are going to see the single biggest quality of life jump EVER. 4 day work weeks, higher saleries, people building shit again. as you know, I am an optimist. NEVERDOOM!

@Seanfrank Isn’t manus just insane? Been using it for two weeks and it blows my mind every time

Manus built this with one prompt. No feedback or questions. An interactive dashboard with 60+ consumer brand stocks, sortable and filterable by category, with historic revenue and market cap for the past 6 years.

@ChereneAubert Sounds like we have some work to do on making it clearer! It's a customizable strap for securing, organizing, and fixing things on the fly

@justinguld I don’t touch grass enough to know what this is 😂 “The most used camping tool for people who love to touch grass”

i'm giving out free ad hooks in the replies. i'm an ad hook machine. my clients are too premium for my best ad hooks. who wants an ad hook and doesn't care about their brand equity?

@MattiSchroder Just DMed you!

@justinguld Thanks, man! Appreciate it! Let me know if there's anything 🙌🏻

@MattiSchroder about to give Kleio a shot! 🙏

@dtcprophet Awesome stoked for it 🙏

@justinguld Imagine gen for static ads - i'll write up how i do it in a bit

I swear every time I log in to Higgsfield I am getting hit with an offer to upgrade my subscription plan Every inch of the platform is an upsell and every click leads you to a new offer

@jforjacob Did you drop it straight into the scaling campaign or test it separately?

what a winning ad looks like This ad was added to scaling campaigns less than 24 hours ago immediately picking up spend, coming in 50%+ lower than CPA target and very low frequency CVR on site also up 17% since it went live Budgets now scaling I'd be surprised if we don't spend at least 7 figures on this ad Shoutout @aaronmtrx

@RomanEcom Heard! Appreciate the context

@justinguld Email them all. Keep track of offers in a spreadsheet. Tell them all that there’s a lower offer. Keep it simple - drive them to the bottom

Caught up with friends this weekend trapped in a vicious ~$750K debt cycle with Wayflyer. 4 things to check before taking any Wayflyer or Shopify Capital-style loan (20%+ APR): 1. Model the true APR with scenario analysis Most people miss the fine print. Use AI or call a smart friend. Watch how fast the rate explodes as you grow. 2. Normalize cost of capital per unit sold 90%+ of these loans finance COGS. Run high- and low-growth scenarios and divide by units ordered. Makes the real margin hit crystal clear. 3. Pay your supplier more instead Use the per-unit math above to negotiate better terms. Incentives stay aligned, your cost stays fixed, and it doesn’t spike with growth. 4. Run a proper RFP My friends only talked to 2 lenders. Get 10 competing offers. One day of work with massive ROI. Repeat on renewal. AMA if anything is unclear.

@herrmanndigital It is truly a perfect movie

Project Hail Mary is why we go to the movies. What a phenomenal movie. It has everything.

Manus is truly next level

@herrmanndigital Would be so down if you were in Denver 🙌

Thinking about jamming out to the new Nickelback and eating Olive Garden for lunch today if anyone else is down.

@Seanfrank Shinesty FTW 🙌

"apparel is too hard, everything has been tried to death"

@jasonyimco Getting REAL pumped about Manus - it’s incredible for creating landing pages

New connectors added to manus 🫰 IG - for content management you can ideate, generate, publish and analyze content IG creator marketplace - get access to over 2m creators with authenticated first party insights and find the creator for your brand