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Sam Cassman | Toksta
132 posts

Sam Cassman | Toksta
@toksta
Building - https://t.co/7PIb8z4evF - We help B2B teams uncover which tools are winning online, who’s driving adoption, and why users love them.
Chiang Mai Katılım Eylül 2022
148 Takip Edilen43 Takipçiler

@joecarlsonshow Agree it looks like a bargain, just not worth the stress of watching it keep going down while the market works it out
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I recently bought another $5,000 of Duolingo.
By now almost everyone hates this stock, even most of the people in my own community hate it.
Peter Lynch’s favorite stocks were ones that were fast growing, had a long runway of growth, easy to understand, not loved by Wall Street yet, and strong balance sheet.
Duolingo isn’t a perfect fit, but I think that it’s much closer than most of the mega cap tech companies. And if Duolingo management is successful in their goal of growing users by over 20% this stock can compound a lot.
There is of course still a big chance this one dives further down as the market hates these types of companies right now. But I have time to let the story play out.
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Am I the only one using VS Code + @github Copilot +? It's $39 for Claude Opus, Codex and all the gemini models. Very generous token limits. Weird more people are doing this... What am I missing?
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@vivoplt Yep VS Code, plus github copilot plus (all the models inc codex and claude) for $39, no idea why more people aren't doing this.
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Check out the latest article in my newsletter: How Much Do B2B Influencers Cost? Real Pricing Data from 300+ Campaigns linkedin.com/pulse/how-much… via @LinkedIn
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@bpizzacalla @levie Interesting, would love to know more about how you are doing this and what exactly the agent's are doing workflow wise.
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@levie We automated our renewals workflow against Salesforce APIs and the agents process more accounts in a weekend than our team used to get through in a quarter. The funny part is we're still paying per seat for humans who barely log in anymore.
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Software going headless is inevitable in a world where agents use the tools 100X more than people do. And the reality is for a lot of software this is actually a huge boon to potential use-cases for these platforms.
Software business models have largely been predicated on selling to the number of seats that are in the company in a given function, and the usage of your software is constrained by how much people can do in a given day. This means that your technology is often vastly underutilized relative to what it actually can power for the customer.
Enter: agents. Agents can work 24/7, run in parallel, and string together work across systems. This is a big deal because now the agent can do far more than people ever could with these tools. Instead of reviewing contracts one by one, the agent will review all of them. Instead of manually moving data between marketing systems and across campaigns, the agent will let you run 10X more of them. Instead of being rate limited in a client onboarding process by human steps, agents accelerate these.
Agents end up using these underlying platforms far more than people ever did, which opens up use-cases that the platform couldn’t go after before.
Now, not every software market has the same amount of positive sum use-cases between people and agents, but I’d argue that a significant portion of systems of record, for instance, can be used far more than they are today. Your Salesforce data can be leveraged 100X more to do vastly more customer targeting and sales automation. Your documents can be turned into structured data and analyzed for insights and knowledge to automate other workflows. And so on.
Now, of course you have to find a way to make this all commercially attractive, but it’s not hard to picture the revenue from API and agent consumption on these platforms becoming a rich component of revenue streams over time. Seats for the people, consumption for the agents. Lots of upside here for the companies that embrace this trend.
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Sam Cassman | Toksta retweetledi

Check out the latest article in my newsletter: How do you find Influencers on LinkedIn who actually reach your ICP? linkedin.com/pulse/how-do-y… via @LinkedIn
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HIRING for a company doing 100% MoM GROWTH
Role: Influencer Marketing Assistant
instant hire if
- you spend 10h day consuming content on insta, yt, linkedin, x
- your bookmarks folder has folders
what you will do
- search for the best creators to join our ambassador network
- feed our internal CRM (already running, no need to build it)
- do research and write great briefs
- paid to be 10h/day on yt, insta, lk, x
- make hundreds of creators go viral
next step
- like this tweet
- follow me
- dm me with your best pitch
- ai pitches are disqualified
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@QualityInvest5 Yep, saas will eat into headcount budget and become more of a services business. I think the market has it totally wrong. TAM will just increase massively
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I’m extremely optimistic about the future of software
But admittedly, the one thing I don’t have a straight answer for is the seat dilution question
If an employee is twice as efficient, do you now need half as many employees… therefore less revenues, because SaaS currently charges per seat.
Perhaps SaaS can pivot to a usage based model and capture that gained efficiency?
But nonetheless, it remains a wait-and-see situation IMO
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@webflow made me do an hour of dev work just so I could cancel my plan and delete my project. Talk about lock in...Crazy. I used to advocate for these guys, now with AI coding, the thing is cooked...
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Sam Cassman | Toksta retweetledi
Sam Cassman | Toksta retweetledi

@T_Zahil @cursor_ai Get github copilot+ to bridge the gap. Its a bargain
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😱 I just hit the limits of my @cursor_ai ULTRA plan 😭
Still 15 more days until reset...
What should I do?
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@jukan05 It will never come out and even if it does it will be a total flop
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OpenAI’s first consumer device is expected to launch in 2026–2027.
It was originally expected to be contract-manufactured by China’s Luxshare, but due to strategic considerations around a non-China supply chain, OpenAI has shifted course and Foxconn is now expected to be the sole manufacturer.
The final product form factor could potentially be a smart pen or a portable audio device, per Taiwan Economic Daily.
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@mattaitken @Standard_Cap @ycombinator @pioneer_fund @Liquid2V @grinich @yuris Huge congrats guys! Awesome product
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Announcing our $16M Series A led by @Standard_Cap
With participation from @ycombinator, @pioneer_fund, @Liquid2V, @grinich, @yuris
As part of this, we’re hiring for multiple roles across engineering, support and marketing ↓
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@hthieblot Building a b2b influencer marketing platform, the ahrefs but for influence marketing data - already have Wix, Appsflyer, Apify on more on a pilot
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Sam Cassman | Toksta retweetledi

I've scaled 4 products past $100k MRR
everyone asks for the strategy
here's what actually worked:
1. week 1: build something, anything, ship it
2. find 5-10 people, get them to try it
3. become annoying - DM, email, call
4. watch them use it (most won't)
5. ask why, fix it, ship again
6. daily check-ins, daily updates
7. solve their actual problem, not what you think it is
8. keep shipping until they beg you not to change anything
9. that's your signal - now go loud
10. content everywhere, SEO grind, paid ads
11. double down on channels that work
12. cut everything else
the gap between $0 and $100k?
steps 3-8
most people never leave their code editor
you can't build a business without talking to humans
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