Everett
11K posts
it's wild to think about how massive 1M token context windows in LLMs really are
that's roughly equivalent to:
- the complete works of Shakespeare
- 11 hours of audio
- VCs telling you how they got into investing
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Alright Anthropic, OpenAI:
I need APIs that give me usage data. Granular. Per user.
I need this in the same way its provided by every other company for all of time.
What I dont want: "heres a $100,000 line vague line item of token spend".
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@linasbeliunas Surprising the consensus is so complete.
My guess is today’s software companies will look more like services while today’s services businesses will grow more efficient but stay largely unchanged.
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In 2026, for the first time in recent memory, every major VC firm is saying the same thing.
YC wants AI agents that replace service workers. So does a16z.
Sequoia wants stablecoins as financial infrastructure. So does YC.
Everyone wants AI applied to the physical world - factories, defense, construction, energy.
The consensus is so complete that you could swap the logos on their published theses and most readers wouldn’t notice.
That's why the most valuable software companies of the next decade will not look like software companies.
They’ll look like law firms, factories, hedge funds, and government agencies - run by teams of ten.
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NYC acts all culturally superior and then you get on the subway and it’s airtable agents, genspark agents, and a dozen agent eval vendor ads
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🚨 OpenAI is reportedly building a phone designed to replace the iPhone.
And it’s further along than anyone realized.
Analyst Ming-Chi Kuo, the same man who predicted every major Apple product cycle for 20 years, just dropped this.
Important details:
1: OpenAI is partnering with Qualcomm AND MediaTek to develop custom smartphone processors, not one chip partner, but two competing giants simultaneously
2: Luxshare has been named the exclusive system co-design and manufacturing partner, the same company that assembles Apple products
3: Mass production is targeted for 2028, the hardware roadmap is already in motion
4: The phone will run OpenAI’s own OS, replacing traditional apps entirely with AI agents that complete tasks autonomously, without you ever opening a single app
5: The processor is being designed around on-device AI performance, with complex tasks offloaded to OpenAI’s cloud infrastructure for seamless integration
6: OpenAI’s core thesis: users don’t want apps, they want results. The phone will continuously understand context, habits, and preferences in real time
This isn’t a gadget. It’s a direct attempt to replace the operating system layer that Apple and Google have owned for 20 years.
I’m doing more research, and what I’m about to post will blow your mind.
You’ll wish you followed me sooner, trust me.
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More companies should just have a data room MCP for investors to connect in via Claude Code/Cowork/Codex.
Even better if you can just permission an analytics DB with MCP so you stop fielding investors questions on how to slice your data 1000 different ways :)
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Zapier CEO @wadefoster says remote companies have an advantage in the AI era, becuase "every last bit of work exhaust is documented," which supercharges internal AI and accelerates people's work:
"All our stuff is inside Slack. All our meetings are recorded. Every last inch of work that happens, there is a written trace of that."
"So we can put chatbots on top of that, and that creates a whole bunch of institutional knowledge that accelerates the work."
"So a new person coming in can literally figure out, 'Is there a standard operating procedure for this?' And you don't have to go chase people down in offices and sort of hope the campfire wisdom finds you."
"Remote companies have a big advantage because they do tend to have so much work that leaves a digital exhaust."
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Everett retweetledi
The wait is over. Cloudflare Email Service is now in public beta 📧
Send and receive emails directly from Workers or REST API with global delivery on Cloudflare's network
And just in time for you to build email agents with the Agents SDK!
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A rug company just raised $100M at a $2.1B valuation.
On $63M in revenue.
33x revenue. For rugs.
If you think this is a rug story, the valuation makes no sense.
Nordic Knots. Stockholm. Founded 2016 by an interior designer and an ad creative director. Digital-first, design-forward. Turned down investors for years. Bootstrapped to $63M revenue. 20%+ operating margins. 85% growth in 2025.
Then raised $100M from Imaginary Ventures, the fund behind Skims and Reformation.
A comp, Ruggable, washable, functional, mass-market rugs, transacted with Summit Partners at ~$800M on ~$300M revenue in 2023. ~2.7x revenue. Fair multiple for a utility product with slowing growth.
Nordic Knots: $63M revenue. $2.1B valuation. 33x. Twelve times the multiple on one-fifth the revenue.
The difference isn't the rugs.
Imaginary Ventures backed the same thesis as Skims and Reformation, a brand with enough aesthetic density to expand into an entirely new category.
Skims started with shapewear. Reformation started with dresses. Both became lifestyle brands with pricing power across everything they touched.
Nordic Knots is already moving. Curtains. Bedding. Fabric by the yard. Furniture on the horizon. Flagships in NYC, LA, London, Stockholm, chosen, in the founders' words, "from a fashion point of view."
They're building the Aesop of interiors. But do you think the valuation will hold up?
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@shafqatislam how have you not heard of hightouch lol
they're in the leader quadrant of the MQ 😭
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I’ve literally never heard of this company. Or run into them in sales or customers conversations. Assuming this is real ARR, the TAM for vertical agents is so massive. I can’t imagine 5 years ago there would be a 100M ARR competitor of ours that I’ve never heard of.
TechCrunch@TechCrunch
Hightouch reaches $100M ARR fueled by marketing tools powered by AI techcrunch.com/2026/04/15/hig…
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Some tips on Account Scoring: I recommend 3 outputs: numeric, tier, and human readable explanation.
The numeric score i n the @clay table below is easy to use to stack rank accounts.
The tier is useful for territory carves, eg every rep should have say 20% tier 1 accounts, 30% tier 2 accounts, and 50% tier 3 accounts. The tier also helps you capture industry specific things, eg any "AI" account should at least be tier 2.
The human readable score/score explanation is useful for reps to understand why ops thinks this is a good account or for ops and marketing to debug differences in how to evaluate an account.
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This is why I’m building in Westfield NJ
Senior talent moves out to the burbs when they start families / want more space.
We are in a race for senior talent + AI
A suburbs office allows for better schools, seeing your kids at drop off / pickup etc.
A huge perk the nyc commute can’t offer
Nikunj Kothari@nikunj
I'm as SF-pilled as they come.. but more people should adopt the "Doordash" strategy for building companies. Doordash famously won the race against Uber Eats because they focused on suburban markets right outside cities. While the main players were all focused on the main cities, Doordash started with suburbs and then ate into the main markets. Similarly, I think we'll see more companies started by people that are wildly ambitious, that are close to large cities but are tired of doing the 20-30 minute commute every day (Palo Alto is a good example). You can argue that @Waymo makes commuting not an issue, but people still don't want to sit in cars. When I was at @meter, I saw a lot plans of coworking spots that were starting in suburbs to fulfill this demand and I think that'll continue to happen vs. competing in hyper competitive cities. This will skew to more experienced people than the 19 year old who wants to live in SF/NY/LA and that's perfectly fine. There will be markets for both. If folks have tried this already, I'd love to learn how it's going!
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