🍕Mark William Lewis

@LuizCent @EzequielCFO Good to see you on this coast! Looking forward to the founder olympics!! 🙏🙏🙏

SF’ing @EzequielCFO @mrloo

@JamesBorow It’s a payments platform. The ecom platform they just throw in for free.

Shopify isn’t really SaaS. It’s a headless walled garden of APIs whose real value is the business logic, operational workflows, payments, and ecosystem embedded deep in those APIs over time. People dramatically underestimate how hard that is to recreate. You can’t just vibe code your way into replacing it.

@fnthawar @chamath I think they hate him for the SPACs he dumped on retail investors. And for *some reason* everyone has quit or been fired from his VC firm. So that's a little odd wouldn't you say?

Never understood why people bag on @chamath His funds just keep sending me 💵 Never got a cheque from any of other VC funds I'm an LP of 😭

iMessage needs to learn that “K” is a complete sentence.

@pmarca should start a course on learning how to talk faster. He might be the only podcaster I have to slow down instead of speed up.

@Kalpizzy7 @OpenAI @ChatGPTapp @Shopify I think UCP will actually go somewhere. Google has been facilitating ecommerce for a long time. They understand it enough not to completely botch it like OpenAI.

Only ~12 @Shopify merchants were actually selling through it OpenAi did have a pretty strict vetting process that limited how many brands could onboard. Seems like the trend is platforms just want to avoid being the merchant of record. Handling tax / order management / product catalog management Why do you prefer UCP?

@OpenAI is scaling back @ChatGPTapp checkout. Called it. 🫠 Only ~12 @Shopify merchants were actually selling through it. No sales tax systems set up. And they wanted to charge a 4% fee ON TOP of existing payment processing. Nearly 7% in total fees. Has anyone at OpenAI ever looked at a merchant P&L? 💀 They built a chatbot and assumed commerce would just work if they bolted Stripe onto it. Product feeds, inventory sync, tax compliance, fraud prevention - none of it was ready. 🚩 Much more bullish on @Google 's UCP. Google actually understands the merchant data layer after years in Shopping and Merchant Center. UCP was built by people who've dealt with real product catalogs, not people who think "agentic commerce" is a magic word. 📈 AI product discovery is growing fast. But the website checkout isn't going anywhere. 🤷‍♂️ searchengineland.com/chatgpt-instan…

@kylebigley @icon Anndd its back. I'm curious what @shopify and @amazon Legal thinks about them using the "Shop Pay" And "Buy with Prime" buttons and then it taking you to a stripe checkout. Surely that's a cease and desist letter just waiting to happen....

@mrloo @icon Tier 1 el o el

Icon.com was peak DTC AI VC hype garbage. Good riddance. Brings some doubts to @icon's claim that they're "profitable"... x.com/kennandavison/…

@levelsio Probably because the whole team quit.

So after my last tweet icon.com now became the founder's Tinder profile

@typesfast @icon It sounds insane because it was never real.

@icon $0-5M in 30 days is so insane.

We’re 3 for 3 @mrloo 🪦Elliot 🪦FAST 🪦Icon

@JordanBanaf 😂😂😂😂 You forgot @OpenStore too. RIP 🪦

@sama No one believes you if the two things you say are prohibited are the same things @AnthropicAI was just banned for.

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only. We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

@SecWar I'm sure @OpenAI, who's devoid of principles and morals, will be happy to help the US government murder and spy on people autonomously.

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our position has never wavered and will never waver: the Department of War must have full, unrestricted access to Anthropic’s models for every LAWFUL purpose in defense of the Republic. Instead, @AnthropicAI and its CEO @DarioAmodei, have chosen duplicity. Cloaked in the sanctimonious rhetoric of “effective altruism,” they have attempted to strong-arm the United States military into submission - a cowardly act of corporate virtue-signaling that places Silicon Valley ideology above American lives. The Terms of Service of Anthropic’s defective altruism will never outweigh the safety, the readiness, or the lives of American troops on the battlefield. Their true objective is unmistakable: to seize veto power over the operational decisions of the United States military. That is unacceptable. As President Trump stated on Truth Social, the Commander-in-Chief and the American people alone will determine the destiny of our armed forces, not unelected tech executives. Anthropic’s stance is fundamentally incompatible with American principles. Their relationship with the United States Armed Forces and the Federal Government has therefore been permanently altered. In conjunction with the President's directive for the Federal Government to cease all use of Anthropic's technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic. Anthropic will continue to provide the Department of War its services for a period of no more than six months to allow for a seamless transition to a better and more patriotic service. America’s warfighters will never be held hostage by the ideological whims of Big Tech. This decision is final.

Thanks @Forbes for the feature. It's been a long road from IT work at @HPE and consulting at @NASA to building @netalico into what it is today. Wouldn't trade any of it. Lots more to come! councils.forbes.com/success-storie…

@garrytan Where's Claude?

I don’t think a tech product has ever had a retention curve that inflects upwards. We are so early

Politics aside…. This is a HUGE boon for e-commerce. Our clients are going to be rejoicing in the streets. Wonder how they’ll process all those $170b in refunds they owe American businesses… with interest! And compensate the businesses that went under because of this insanity we all had to go through the past year. usatoday.com/story/news/pol…

Forgot to post this on Twitter, buf you're interested in the recording signup here: go.fabric.inc/protocols-webi…