Stromi

Sneak leak at something coming soon to Claude :)

Steve Wozniak famously went to his boss at HP and said they should build a personal computer. They said no, so he left to found Apple. It’s a lesson for leaders: one "no" shouldn't kill a contrarian but right idea in your company. Twice a year at Coinbase, anyone in the company can pitch a "next bet" idea to a panel of folks. It's structured similar to pitching a handful of venture capitalists internally. If you get any one of them to say yes and fund it, you're green lit. You need ONE yes, not a unanimous yes from everyone in the org structure from you to the CEO (a de facto committee). Lots more goes into this, around capping resourcing on next bets (most are small 2-3 person teams), knowing when to shut them down, or under what revenue/profitability criteria they graduate to regular products. But this is important to having a company that produces repeatable innovation.

Silicon Valley thinks AI agents are a $20/mo self-serve subscription. Main Street is paying local agencies $10,000 just to turn them on. Everyone assumes AI will be bought primarily online like Slack or Zoom. I think they are wrong. Some of the biggest winners in the AI boom won't be the software vendors. It will be the humans installing it. Here is the reality of SMBs right now: • 54% lack internal AI expertise. • 41% have data quality too poor for AI to even work. • 41% already prefer buying AI through a local IT provider. You cannot "1-click install" a genius AI into a messy CRM or a 15-year-old server. It will just execute the wrong tasks at the speed of light. The AI software will be cheap and a lot will absolutely be bought online. Making it actually work for a messy, real-world business will be expensive. Very bullish on the "Do It For Me" economy being back.

People get high on abstraction too early. They want the system before they’ve earned the insight. But the good abstractions are never designed. They’re discovered. You do the stupid manual thing enough times and the real bottleneck just emerges. Your initial agency might be driven by a hunch you had in the shower, but that moment won’t get you all the way to making something people want. The right way to make anything is forced on you by reality: what are the real jobs to be done? And what sequence? This is why “do things that don’t scale” still hits, especially now when AI makes it trivially easy to scale things that probably shouldn’t be scaled yet. PG’s point was never about suffering. It was about contact. When you’re the one manually doing the loop, you see the edge cases. The weird user behavior. The failure modes nobody designed for. The hidden dependencies that only show up at 2am when some flow or intermediate step breaks in a way you didn’t anticipate. If you automate before you have that contact, you just scale your misunderstanding faster. When the machines can help you vibe code perfection it gives you a false sense of power. I love that feeling as much as you do. But fuck perfection. Do it live. Be the loop. Feel every friction point. Notice what’s actually true every single time versus what just looked true because you hadn’t seen enough cases yet. Formalize that. Build the recursive version. Then keep checking that your abstraction is still attached to real humans and their needs. Because reality drifts. Your users drift. The ground truth changes under you. You may think you understand but no plan survives contact with the real users and what they want. You find those body blows in analytics and user feedback and we call them the roadmap. Humans left with not enough data hallucinate too. But just like the LLMs with enough data you unlock real transcendence. Real utility. Prosperity for humans in real life. The abstraction is a tool, not a destination. The moment you forget that, you’re cooked.

We raised $500M at an $11B valuation to transform how people interact with technology.

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗧𝘄𝗶𝗻 — 𝘁𝗵𝗲 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗯𝘂𝗶𝗹𝗱𝗲𝗿. No setup. Secure. Infinitely scalable. We just raised a $𝟭𝟬𝗠 𝘀𝗲𝗲𝗱. After a beta with 𝟭𝟬𝟬,𝟬𝟬𝟬+ 𝗮𝗴𝗲𝗻𝘁𝘀 𝗱𝗲𝗽𝗹𝗼𝘆𝗲𝗱, we’re now opening to everyone. RT and comment “Twin” — first agents on us. 👇