txl.app

a running log of everything that feels fishy and definitely shouldn’t exist but do👇

in the future, making someone read unedited ai writing will be viewed as actively hostile

if you're a public company, it seems obvious you'd want your stock to be a part of the price-insensitive flow that comes with being in a Trump account

@ankurnagpal @fahdananta same! i like opendoor but the sticker price is lower not to mention aggro fees - higher than getting a listing agent. doesn't make sense to sell

@fahdananta It gave me a pretty bad offer Like 30%+ less than what it would sell for

I'm selling my house in Brooklyn and had a crazy idea What if I used Claude instead of hiring a real estate agent? Would save 5%+ and it could be fun

@BryanOnel86 they probably don't ghost their customers though!

Make sure to also get that complementary penetration they’re offering right now

@LiuLawrence45 @BryanOnel86 definitely also had a subpar experience with Oneleet we did a demo with their company & while their service seemed promising, their sales team completely ghosted us after I sent a few q's along can't even say it's a sales team issue as I emailed Bryan too with no response

Dude in all honesty, it’s been ~5-6 days of you just straight dunking on Delve. It was funny in the beginning, but your Twitter has become a massive reason why we’re opting in to move to Vanta instead of Oneleet (we had heard amazing things about you guys before). Why feel the need to gloat / continually put them down, genuine question? You’ve won, do you not have more important things to do as CEO?

What did I just watch

@andrewchen my take: - 1 "product" who spikes in 1) customer requirements, 2) design sense, & 3) tradeoffs management (including risk and troubleshooting) - 1 "eng" who spikes in 1) architecture and security & 2) scalability this also assumes smaller teams that own "problems" not "products"

anyone with theories on how software teams will evolve? today: 1 eng, 1 PM, 1 designer (EPD) tomorrow: 10 PMs who vibe code all day + 1 eng architect (the architect creates the scaffolding and writes adversarial agents to manage tech debt, security, scalability issues) Thoughts?

@steventey @dubdotco @deel woohoo congrats!

FINALLY got my EB-1A Extraordinary Ability Green Card 🇺🇸 After ~9 years of sleepless nights worrying about visas, I can now proudly call myself a permanent resident of the United States. Thank you @dubdotco + @deel, it's time to build 🦅

Happy Friday! We’re streaming @thestartpod the weekly show for AI founders Here’s today’s line-up: – @lucasngoo on building the world's most diverse and industry-scale robot dataset and building his last startup to $1B+ (CEO & Founder, @cortexairobot) – @calebychan on launching the AI agent that runs hotel operations (CEO & Founder, @TryLance YC W26) – @upekabee on AI-powered and human-led HR services for growing teams (CEO & Founder, @getdianahr) – @bisheshk on turning AI conversation into revenue (CEO & Founder, Imprezia) – @theodorexli on the future of AI for sales enablement (Co-founder, Prepse) Thank you to our sponsors and viewers like you @Fondocom @rhobusiness @posthog @TheCorgiCompany @numeral @mastra @EragonAI Napa @compai Let’s go!! 🚀

when cursor's down so you gotta start using antigravity

A room full of AI engineers just voted Perplexity most likely to fail at a major conference and nobody’s talking about what that actually means. These are the people building LLM products. They looked at a $20B valuation and said “dead company walking.” That’s not skepticism about AI. That’s pattern recognition. The numbers are worse than you think. Perplexity processes 780M queries monthly. Google does 13.7B daily. Perplexity is trading at 100x revenue on 0.2% of Google’s volume while burning LLM inference costs on every single query. Google serves most searches from cache for pennies. But here’s what makes the conference vote interesting. Perplexity just launched Comet browser in July and made it free for everyone. Reviews say it’s better than Arc. That sounds like good news until you realize what it actually means. They’re building an excellent browser to solve a distribution problem that excellent browsers don’t solve. Arc is beloved by users and has barely made a dent in Chrome’s 65% market share. Perplexity building a better Arc doesn’t matter. They’re optimizing product quality in a game where product quality is irrelevant. Browser wars were decided 15 years ago when Google bundled Chrome with every service and defaulted it on Android. The Comet launch reveals what game Perplexity is actually playing. Search isn’t about better answers. It’s about owning the default box on 4 billion devices. Google pays Apple $18B annually just to stay default on Safari. They own Android’s 72% mobile share. They own Chrome. Every Gmail, YouTube view, Maps query feeds their algorithm. Perplexity has $1.5B in total funding trying to compete with a company generating $300B in annual revenue. Track record annihilates any bull thesis. Neeva was founded by Google’s SVP of Ads who ran search infrastructure for 15 years. Sequoia and Greylock backed it. They believed 2.5% market share was enough to win. Peaked at a few million users, sold to Snowflake for $184M. That’s what happens when you have perfect search quality without distribution. Microsoft integrated ChatGPT into Bing in February 2023. Nearly three years later their global market share has moved from 3.4% to 4%. That 60 basis point gain is the entire lift from exclusive access to GPT-4 and billions in marketing spend. The company with infinite capital, default placement on Windows, and the hottest AI integration in the world gained 0.6 percentage points in three years. DuckDuckGo has spent 17 years clawing to 2.3% market share despite being profitable since 2014. Making Comet free and better than Arc makes the story worse, not better. It means Perplexity is investing resources into product excellence when the constraint is structural. Arc proves you can build a superior browser and still lose. Chrome didn’t win on quality. Chrome won because Google spent a decade training user behavior, bundling it everywhere, and making it impossible to avoid. The unit economics collapse at scale. LLM inference on every query means costs rise with usage. Google’s cached results mean costs drop with scale. The more Perplexity grows, the worse their margins get. The more Google grows, the better theirs get. And the instant any Perplexity feature gains traction, Google copies it and ships to billions of users overnight. What the conference vote reveals is the gap between what makes compelling fundraising versus what actually works. VCs see conversational AI and a polished browser and write $20B checks. Engineers see a company pouring resources into product differentiation when distribution is everything. They’ve watched better products with better teams and more capital fail on this exact playbook. Perplexity needs either DOJ to blow up Google’s distribution deals or users to completely rewire 20 years of search behavior. The people voting at that conference have done the math on both scenarios. The cap table hasn’t.

@peer_rich you're 100% good lol. i remember when interviewing at google, i asked the product director what she recently shipped. she told me it was the schedule send feature and it took 3 months head to toe. this was 6+ years ago.

we are up against giants david vs googliath

@elonmusk gotta let @jason know

I instantly lose respect for anyone who posts on LinkedIn. Unbearably cringe.

next up: jake paul v joe biden ??? massively embarrassing for jake

one huge unforced error: picking a buffoon (Walz) as a running mate who's significantly more left than the sensible option (Shapiro) could have really made a difference in a deciding swing state (PA) 🤷 x.com/cheneystan/sta…

hope this election (from presidency to congress) has a resounding lesson for the Democratic Party: forcing minority views by alienating the masses will not and does not work

what happens to the Democrat Party's unprecedentedly bad decisions and policies in 2028 when Trump becomes ineligible to run? x.com/elonmusk/statu…

he's making a great case why we should automate longshoremen. why would anyone want to get rid of their EZ Pass so they can wait for a worker to collect their coins?