Siva Balakrishnan

@zuess05 Saas will simply go to a cost plus pricing model like physical products. Buying decisions will be based on paying the margin versus putting the effort trade off rather than anything else.

Genuine question. If Claude can clone your entire SaaS in 45 minutes, why would anyone pay you $29/month for it? What is your actual moat?

@DougRegner We thrived on cold outreach until early '25. Now deliverability, replies, and connects are trending to zero. AI SDRs will only accelerate the collapse—like lab-grown diamonds, they flood supply and erode trust. Time to pivot to something harder to replicate!

Earnest question: If cold email deliverability rates are trending toward zero If cold email response rates are trending toward zero If call connects are trending toward zero Why are people so bullish in AI SDRs?

@PartTimeSnob SaaS secret

I have a secret SaaS growth hack I've been using for years and it lifts my paying subscribers by 10% daily. I'm scared to share it. Can't find it by Googling. Will take your dev less than a day to implement. Reply with "SaaS secret" and I'll DM it to you. Must be following.

@pmarca What do you think will happen in counties where the government stays away from RED sectors as well?

Why AI Won't Cause Unemployment "In retrospect, I wish I had known more about the hazards and difficulties of [running] a business." -- George McGovern Fears about new technology replacing human labor and causing overall unemployment have raged across industrialized societies for hundreds of years, despite a nearly continual rise in both jobs and wages in capitalist economies. The job apocalypse is always right around the corner; just ask the Luddites. We had two such anti-technology jobs moral panics in the last 20 years — “outsourcing” enabled by the Internet in the 2000’s, and “robots” in the 2010’s. The result was the best national and global economy in human history in pre-COVID 2019, with the most jobs at the highest wages ever. Now we’re heading into the third such panic of the new century with AI, coupled with a continuous drumbeat of demand for Communist-inspired Universal Basic Income. “This time is different; AI is different,” they say, but is it? Normally I would make the standard arguments against technologically-driven unemployment. And I will come back and make those arguments soon. But I don’t even think the standand arguments are needed, since another problem will block the progress of AI across most of the economy first. Which is: AI is already illegal for most of the economy, and will be for virtually all of the economy. How do I know that? Because technology is already illegal in most of the economy, and that is becoming steadily more true over time. How do I know that? Because, see the chart. This chart shows price changes, adjusted for inflation, across a dozen major sectors of the economy. As you can see, we actually live in two different economies. The lines in blue are the sectors where technological innovation is allowed to push down prices while increasing quality. The lines in red are the sectors where technological innovation is not permitted to push down prices; in fact, the prices of education, health care, and housing as well as anything provided or controlled by the government are going to the moon, even as those sectors are technologically stagnant. We are heading into a world where a flat screen TV that covers your entire wall costs $100, and a four year college degree costs $1 million, and nobody has anything even resembling a proposal on how to fix this. Why? The sectors in red are heavily regulated and controlled and bottlenecked by the government and by those industries themselves. Those industries are monopolies, oligopolies, and cartels, with extensive formal government regulation as well as regulatory capture, price fixing, Soviet style price setting, occupational licensing, and every other barrier to improvement and change you can possibly imagine. Technological innovation in those sectors is virtually forbidden now. Whereas the sectors in blue are less regulated, technology whips through them, pushing down prices and raising quality every year. Note the emotional loading of the interplay of production and consumption here. What do we get mad about? With our consumer hat on, we get mad about price increases — the red sectors. With our producer hat on, we get mad about technological disruption — the blue sectors. Well, pick one; as this chart shows, you can’t have your cake and eat it too. Now think about what happens over time. The prices of regulated, non-technological products rise; the prices of less regulated, technologically-powered products fall. Which eats the economy? The regulated sectors continuously grow as a percentage of GDP; the less regulated sectors shrink. At the limit, 99% of the economy will be the regulated, non-technological sectors, which is precisely where we are headed. Therefore AI cannot cause overall unemployment to rise, even if the Luddite arguments are right this time. AI is simply already illegal across most of the economy, soon to be virtually all of the economy.

@QCompounding 👍

This PDF will teach you more than an MBA. It will even make you smarter than most fund managers. 10.000 (!) pages full of investing wisdom from Warren Buffett, Terry Smith, Howard Marks and many more. To receive it: 1️⃣ Follow us 2️⃣ Retweet this tweet 3️⃣ Reply 👋 below

@TheSwamy Saudia food is fine, flat beds, older planes, no alcohol. Jeddah is a decent airport. The business class lounge is great. Pretty friendly airport staff. Nothing to worry about imo.

Anyone here has flown Saudia through Jeddah? There is a non-stop flight from BLR to Jeddah with good connections - and great fares. No plans to get down in Jeddah - just transiting through. Any pointers are welcome - DM is open.

Interesting

@danmartell Ice

Want to see our 30 best-performing COLD email templates for SaaS companies? Drop ICE below and I'll send you the 30 templates #coldemail #saas

@getagencygo LFG

@paraschopra Democracy

What's broken but is continued to be used because there's no good alternative?

@ParikPatelCFA @elonmusk They are all elected by the share holders. They are the representatives of the owners.

“You own the company. That's right -- you, the stockholder. And you are all being royally screwed over by these, these bureaucrats, with their steak lunches, their hunting and fishing trips, their corporate jets and golden parachutes.”

@JoshJDurham Launch

In Q1 we signed 500+ Influencers without paying an arm and a leg for high quality UGC. This is 100% because of our process. Would you like me to show you our process? Reply "Launch" and I'll DM you our Launch Plan.