Matt Higgins

@SahilBloom @useintro True story

PDW will be at SOF Week in Tampa this week, showcasing our mission-focused solutions for real-world operational environments. Visit us in the exhibit hall at booth #607 and outside at #4312 to learn how our deployable autonomous systems can support mission readiness, operational flexibility, and faster decision-making in the field. Additionally, see the C100 in action at PDW x FlyMotion After Hours Tech Demo Wednesday evening. Register at the link below.

West Palm Beach is emerging as a blueprint for the next generation of healthy buildings. Visium Far-UVC technology is now integrated across Related Ross’ premier Class A commercial properties to continuously improve indoor environmental quality as part of the built environment itself. This is a new standard for modern spaces where health, wellness, performance, and experience matter. Learn more: visium.one/news-resources… #HealthyBuildings #CommercialRealEstate #PropTech #IndoorAirQuality #WestPalmBeach

For all of Apple’s strengths, I’ve rarely seen a company do so little with so much cash on its balance sheet. Siri increasingly feels like one of the least sophisticated consumer AI interfaces in tech. If anyone should own the customer joureny around Ai on mobile, it's Apple. Yet, we're back to a world where we're downloading LLM's because Apple is so subpar, all we get are half-baked ChatGPT integrations. Bit shocking. At this point, a motivated high school (or middle school) student can build a more responsive and useful AI assistant experience on top of Claude in a weekend. And yet Apple remains near historic highs because the company has something more powerful than great AI right now: the walled garden ecosystem lock-in. The switching costs across iPhone, iMessage, AirPods, Photos, and iCloud are so high that most consumers simply tolerate a subpar experience rather than defect. But if a challenger ever meaningfully lowers those switching costs, Apple would have to watch out.

The words Artificial Intelligence will not appear in any 2027 commencement speeches.

👀

As the AI ecosystem continues to broaden, you’ll be hearing about memory chip maker Micron almost as much as you hear about $NVDA. And the best part: Made in Boise, Idaho. $MU

Which should come first: the product or the audience?

OpenAI seems more like Myspace every day. That’s not a knock. Without Myspace, there isn’t a Facebook. Someone always has to go first. They often finish last.

Within 10 years, entering a room without Far-UVC will feel as "gross" as drinking unfiltered pond water. You’ll look at the ceiling first. If the lights aren't there? You’re leaving. Why? A single sneeze launches 40,000 droplets. 10,000 carry influenza if someone is infected. 5 minutes after a sneeze, 66% of those droplets are still hanging in the air, waiting for you to breathe them in. Under Far UVC lights, 99.9% of those droplets are inactivated. Latest results in real-world clinical settings have now shown this results in a dramatic reduction in actual disease transmission. Terrible for viruses. Safe for humans. Sports teams will move first. They already invest millions to keep elite athletes healthy and playing. Then hospitals. Then military. Then tight public spaces. And eventually all commercial buildings. #FarUVC #PublicHealth #Visium @VisiumHQ

Imagine Anthropic made a phone? Claude vanquishes Siri. Apple would be Blockbuster overnight. Siri is such a drag. But hundreds of millions of people are locked into this ecosystem. We just accept pre-AI tech because switching costs are too high. All it takes is a better alternative…

Claude is one giant excuse killer for all your skill gaps.

Ironically, hardware is becoming harder again. Physical AI still resists instant replication. Software doesn’t. Some of today’s “great” SaaS businesses are already things a teenager can build in their bedroom. Invest accordingly.

If you're not badgering your kids to spend hours mastering Claude, you are failing them as a parent. Because Claude is eating the world.

April Fools' hits different this year because I don’t believe anything I read or see anymore anyway.

$850 billion valuation? I don’t know a single early adopter or AI power user who chooses to use ChatGPT over Gemini or Claude. But what do I know 🤷‍♂️

The top regret I encounter with founders is that they didn’t fire someone they needed to fire sooner. Once you know, you know. Don’t wait. Damage compounds.

"The unexamined life is not worth living." But hey, Socrates died with zero net worth and a terrible exit strategy. So what does he know.

If you’re not spending at least some time this weekend setting up OpenClaw on a Mac Mini or vibecoding for the hell of it, you’re going to lose your job to someone who is.

Avoid the unknown, unmet expectations. Investor @mhiggins warns that many deals collapse not because of numbers, but because of misalignment. Founders must clarify post-acquisition roles, earn-outs, performance expectations, and cultural fit early in the process. Deals break down when expectations diverge. The lesson: define success on both sides early in the process.

Tomorrow giving Black Monday vibes.