Peter
897 posts
@peterthedecent
Brother of technology. Maker of things. creator of all things. anarcho-capitalist. sigma male | For all business inquiries, please have your mom call my mom.
Apparently, this is a hot take.. Startup vintage of 2023-2025 is slowly realizing that fancy launch videos & focusing just on distribution MIGHT lead to VC funding, but still leads to money being lit on fire when you should have been spending equal (if not longer) time on retention. Momentum (in lieu of anything else) has ceased to be a moat. It never was in the first place, and the numbers (seed -> series A gap) are starting to show this. We'll see acquihires at a much faster clip than we've seen before.
Answer from Phillip: “We found that with training at our scale this wasn’t a huge issue. Possibly smaller models have more of an instruct bias”
Sequoia’s @JulienBek says many of their founders are now wondering if they’re “just an iteration away” from AI labs destroying their business. He says the most defensible companies - and potentially the next trillion-dollar company - will be “a software business that masquerades as a services firm.” “If you sell tools today, you’re really in the line of sight for the models and you’re effectively competing with the next generation that they’re going to launch.” “Whereas if you sell the work, you’re actually benefiting from what the models are doing and all the billions of dollars that are going towards AI.”
Introducing OpenUtter OpenClaw 🦞 skill to join meetings, take screenshots, generate live summaries. It spins up headless Playwright instance, captures live captions and sends updates on Telegram It can join as anon or on a signed up Gmail account (only need to signup once). Thanks to @thekitze for the idea. Demo in the thread.
