Enterprise Software Deals Now Driven by Rapid Customer Flux
"The deal" in enterprise software is fundamentally changing. One side of "the deal" has been written about a lot - the vendor side: * Recurring revenue => constantly re-evaluated * Finite direct competitors => everyone is a competetor * Gradually easier over time => every day is a fight But the customer side is changing too: * Decisions every few years => constant decisions * Infrequent change => daily change * Stable orgs => orgs always in flux Last night at a founder dinner we talked about * Customers that fired all of the people in the org that bought the software * Customers that switched tools 3 times in one year * Customers where other departments brought in adjacent tools that ripped the vendor out If you don't understand the changing dynamics of your customer, there's no way to make good decisions in your business.
Realistic Optimism Fuels Vibrant AI Philosophy Gathering
This was the best event I've been to in a LONG time. 90+ ppl openly talking about the complex philosophical topics in AI. I met academics, AI researchers and founders. All of them were realistic about the challenges and optimistic about...
Corporate Inequality Drives SaaS Boom and Scrappage
This is a powerful - and sobering - piece from @Noahpinion. One point he makes is about the growing "inequality" between firms. This has been true for some time (see Mag7 growth). But in some ways, this is one potential...
LLM Memory Mirrors Human Limits: No Free Lunch
This is a really nice overview post on LLM memory. Nothing is earth-shattering, but it's all laid out well. And the author highlights how there's "no free lunch" and how context windows might not save us. @yishan is spot on in...
AI Coding at 30k Feet Proves Clarke’s Magic Reality
Currently building with Claude Code at 30K feet in the air, via Starlink. Arthur C. Clarke was right. We are living in a world increasingly "indistinguishable from magic." 🪄🤯
Leaders Grapple with Mixed AI Optimism and Pessimism
It's one of the hardest times I can remember for business leaders to find the right message to communicate - in this case, around AI. On one end is optimism: * "More jobs will be created that we can't think of" * "Society...
Most AI Startups Should Bootstrap, Keep Full Ownership
The vast majority of ai startups I meet (outside of capital intensive areas like foundational models, semis, defense) would be better off bootstrapping in the long run. Best time ever to own 100 pct.
Transparent ROI Forces Price Wars, Not Value
This is spot on. One downside to business models with extremely transparent roi is that customers can then easily compare vendors and profits get competed away. The fallacy is thinking it's just "deliver customer value." It's really "deliver value...
Edge AI Boom Could Propel Apple Over Cloud Centralization
To the extent local machine agentic development, local open source models and agent frameworks like OpenClaw continue to explode, what's crazy is Apple might see a lot of the benefit and have even more upside. My 2023 MacBook Air got pegged...
Solving a 358‑Year Mystery: Pure Mathematical Triumph
This is beautiful. It's impossible to imagine what it felt like to know you had just discovered the solution to a 358 year old problem (Fermat's Last Theorem).
Discovering Feynman's Legendary Impact Through Science Perspective
Wow after reading so much Feynman from a science pov i had never come across this. He truly was a legendary human in every way.
Cut Administrator Overhead, Empower Direct Worker‑Customer Connections
I'd be interested to see this graph for "administrator"-type jobs across all industries (academia, public schools, government, corporations, etc.) over the last few decades. Administrators represent a form of tax on value and innovation. The administrators didn't do anything wrong...
Parfit
Reading the philosophy classic "Reasons and Persons" by Derek Parfit. The introduction is so based: https://t.co/vfOoipZehp
B2B Can Build Network Effects Like B2C
Many B2B founders (including me) were always slightly jealous of the network effects and moats that emerged for B2C businesses that worked. @JayaGup10 @ashugarg write a great piece about how similar structural advantages are now possible in B2B.
Rediscovering Wonder: Exploration Restores Our Lost Purpose
I genuinely don't understand humans who aren't excited about exploration (whether it's space, the seas, knowledge, science). Something got taken from us in the last century. Without a sense of purpose, we are lost. So grateful to the people who are...