You Dictate What Customers Deem Important
You wonder why customers fixate on certain metrics, output, results, or even features when those aren't important. But you're the one putting those in front of them. And they think you know what you're doing. So they assume it's important.
Compliance Beats Headcount: 12‑person Startup Secures $300M Deal
Egnyte had 12 employees when a Fortune 86 company asked to visit their office. "If they see it's just a bunch of people, will they cancel?" They didn't cancel. They bought more. The lesson: enterprise certifications and compliance mattered more than headcount. That 12-person...
Flexport Winter 2026 Tech Release Live at 8 Am PT
I'm presenting Flexport's Winter 2026 Tech Release at 8 am PT (in 10 minutes). Watch live at this link, and then I'll be taking live questions from the audience after the presentation: https://t.co/BNfvF8nm6x
Structure Your Homepage: Prioritize Outcomes Over Features
That’s the problem. • Homepage speaks to every persona • CTA assumes everyone wants a demo • Hero lists features, not outcomes High-converting sites are structured. Every element has a job. Fix the weakest section first. Then the next. See the 8-part framework 👇 https://t.co/JDMlMnrHfM
Top 5 Payment Processors Control 56% Market
Will anyone dislodge Stripe as the payments king? This chart is about the same as last year. Stripe lost a few points, but the same number of Do Not Accept / N/A remains the same. PayPal remained the same. Survey...
Own Your Small Size, Win Enterprise Trust
Every early-stage founder has the same nightmare. Your biggest customer visits, sees your entire "company" fits in a tiny room, and cancels. That's exactly what Vineet Jain (@CloudNotEnough) at @Egnyte had to face when they were a 12-person startup. One of their...
Confluent Adds MCP and A2A Support to Its Platform
Agent standards like MCP and A2A are starting to show up in more types of packaged software. @confluentinc just shipped updates to their data products, including their "intelligence" platform that now supports A2A and MCP integrations. https://t.co/n8teMonFMW https://t.co/1f7afnSw8K
Focus on Revenue, Not Free Work, in Cold Emails
The best performing cold email is the one that leads to paying customers. You can generate a lot of positive replies by offering to do free work. Oh, you'll make it up in volume. Got it.
Snowflake Posts 30% Revenue Surge, Record Bookings
Snowflake prints 30% revenue growth and record bookings momentum $SNOW delivered Q4 revenue of $1.28B (+30% YoY) with product revenue at $1.23B (+30%) and EPS of $0.32, beating estimates by 23%. Growth is re-accelerating at scale. RPO climbed to $9.77B (+42%), billings...
Automation Boosts Demand for Skilled Engineers, Not Reduces It
This is counterintuitive for some, which is why there’s a paradox named after it. But if you lower the cost of something that was previously supply constrained, demand for that thing goes up. Software engineering is just one of the...
Snowflake Beats Estimates, Shows AI-Driven Growth
$SNOW revenue, RPO and guidance came in ahead of consensus and the WSJ headline says company benefiting from AI adoption. This is the point we've been making for several weeks... some infrastructure software businesses are beneficiaries of AI. https://t.co/dX1lJsYfye
Open‑Data Slack Clone Will Trigger Mass Migration
Slack will be the Waterloo of open vs closed data. Someone is going to make a slack clone where you get unfettered access to your own data, and people really will switch en masse.
Securely Connect Box to OpenClaw for Agent Collaboration
Agents need access to their own file system, and they need to collaborate with other people and agents securely. Here’s how to setup Box with OpenClaw so it has a place to store and share its work. This skill is...
Vercel Automates 90% Support, but Model Upgrades Falter
📈 The Vercel support agent is now handling ~90% of customer inquiries without human intervention. Shockingly, we've been unable to upgrade to Opus 4.6 from 4.5 without measurable performance and customer sentiment degradation. The "best model" is a moving target. Bullish on...
SaaS Apocalypse? Market Hype Meets Skeptical Reality
Is the SaaSpocalypse upon us?! Markets went bananas after this Citrini article was published — but is this legit? Deedy Das isn’t so sure… Which businesses do you think are going away?
Build for Tomorrow’s LLM, Not Today’s
Boris Cherny (@bcherny) on the @LightconePod about how he approached building Claude Code: "At Anthropic, we don't build for the model of today, we build for the model of six months from now. And that's still my advice to founders that...
Salesforce Forecasts Record FY27 Growth, AI Agent Hub
We just closed FY26, the biggest year in Salesforce history, and favor FY27 Guidance ! 🚀 FY27 Guidance: $46.2B revenue, 34.3% Non-GAAP Operating Margin, 20.9% GAAP Operating Margin - $41.5B revenue (+10% Y/Y) - 34.1% Non-GAAP (+110 bps y/y) & 20.1% GAAP operating...
Managed Iceberg Lets Providers Own the Metadata Control Plane
Why are hyperscalers racing to offer managed Iceberg? Because whoever controls the catalog controls the ecosystem. If your tables are in a managed Iceberg service, you can query them from any engine - Spark, Trino, DuckDB, whatever. But your metadata stays with...
Targeted Cold Emails Tap Existing Mindset, Feel Warm
Cold email that's super-targeted, enters the conversation already taking place in their mind, and simply works to get them to continue that conversation with you, is much warmer than you think.
Separate Storage and Compute Redefines Modern Databases
Why we're excited about Lakebase GA: most database services are based on outdated assumptions leading to poor operability, scalability and devex.
Beyond Crawl‑Walk‑Run: A More Realistic Implementation Framework
Having sat through thousands of crawl-walk-run presentations in my life, I thought it might be helpful to expand the model a bit to cover more, um, realistic implementation paths. https://t.co/fGXlclB0Qi
SaaS Evolves Into AI‑Driven Middleware for New UX
Will most of SaaS turn out to be middleware for AI based UX/Interfaces? Parts of SaaS sure will, the ones who don’t change fast enough to reality of changing UX in AI era. Ref: @AnthropicAI announced new AI tools yesterday...
Domo's 0.8x ARR Price Masks Zero Growth, Broken Economics
Domo trades at 0.8x ARR and just announced they are formally looking to sell. While they have a "cheap" multiple, revenue growth is 0% and they are barely FCF breakeven. I.e. the unit economics are broken. But might make sense to the...
Vercel Doubles Python Bundle Size in Major Upgrade
Python on Vercel is getting major upgrades, starting with 2x larger max bundle size. More to come.
Founders Beware: ROFR Clauses Can Block Future Exits
For minority investors to include protective provisions within their purchase agreements is common practice, but one provision that founders should be particularly aware of is the right of first refusal (ROFR). A ROFR clause places an obligation on the company...
Beyond Launch: Platform Compliance Drives $100M Advantage
Most founders optimize for the first milestone: launch fast, check the box, move on. @DrataHQ optimized for what comes after. “When you need more than SOC 2 - which happens when you’re successful - we’re right there with you.” Feature vs. platform thinking....
FinTech-as-a-Service to Hit $1.82 Trillion by 2035
Fintech as a Service Market Forecasted to Reach USD 1.82 Trillion by 2035 Driven by Rising Demand for Embedded Finance, Digital Banking, and Scalable Cloud-Based Solutions https://t.co/i6QoyzAi7r https://t.co/HwNAWxpkN8
Prioritize P95/P99 Metrics to Empower Power Users
If only more products would measure p95 / p99 metrics and act on them, instead of looking at medians (p50) or averages (that mask outliers) p99 is almost always your power users. Fixing stuff for them has outsized impact Great example on...
Pivot to AI Secures Enterprise Deals, Fuels Growth
In this episode of Founder Firesides, @sdianahu talks with Ali Akhtar and Armen Forget of @LetterAICo, who just announced their $40M Series B. After pivoting during YC, they landed enterprise customers like Lenovo in the batch and expanded rapidly. They discuss...
Stop Automating Tasks that No Longer Matter
A big failure pattern in the Web 2.0 era was making it extremely easy to do things that sadly no one wanted to do. A big failure pattern in the AI era is automating entire processes+workflows that actually no longer...
Turn Agency Data Into AI Powerhouse: $1M to $18M
I interviewed a founder who turned his agency into an AI SaaS. $1M to $18M ARR in 9 months. The secret? 6 years of agency data trained the AI. @rich_fyxer_ai (Fyxer AI) told me how he pulled this off. Here...
Enterprise Software Often Steals Your Data Control
Enterprise tech is flawed: customers often unknowingly surrender control of their business operations to software vendors. Is your data truly yours? #Tech #SaaS #DataControl https://t.co/LvK7OVKrUa
Data Moats Drive Billion-Dollar Valuations Over Commodities
So Profound was valued at $1B… while Similarweb is valued at just ~$158M ($229.58M market cap minus $72M in cash). Make it make sense. One is essentially a commodity product, competing with a horde of startups offering very similar tools: AirOps, Peec...
Paper Now Lets AI Agents Edit HTML Directly
The evolution of @paper is incredible to watch. The team has a very grounded perspective of how software actually gets built these days, and are shipping all the important pieces of glue that most AI design tools miss.
Instant Free Hosting for AI Agents, No Sign‑Up Required
🚨 If Vercel and Railway are for full-on apps, https://t.co/v46R668Id4 is for everything else. My friend @adamludwin just dropped web hosting for AI agents. Just tell your agent: "publish to https://t.co/v46R668Id4", get a URL back in seconds 🤯 Free. No sign-up required. https://t.co/BJm3jOTehK
My SaaS Was Born Solving My Own Problems
People often ask me where my business ideas come from. From problems. Mostly my own 😅 Here's the genesis of my main SaaS:
Small Teams Can Automate Growth at Scale
I think a lot of people are still underestimating how much leverage a small team can have right now. We have been running on organic inbound growth for +1 year. Getting new customers 100% from SEO/AIO/referrals. I'm one engineer focusing...
Keep Options Open: Don’t Lock All Into SAP RISE
Prioritizing future optionality means avoiding bundling everything into one SAP RISE contract. Consider Azure or AWS for hyperscaler infrastructure. #SAP #CloudStrategy https://t.co/1mg1hFtbDb
ZoomInfo Data Now Powers AI Assistants for Instant Enrichment
Today, @ZoomInfo's partnership with @claudeai has reached a new level. 45 seconds is all it took me to fully enrich a list of companies... without leaving Claude. I dropped in a CSV with company names and websites. Asked it to pull headcount,...
Cursor's Grind Mode Enables 7‑Hour Continuous Agent Run
I've been playing with Cursor's cloud agents for a few days. "Grind mode" is kind of insane. It allows models to run for a very long time. My team had an agent run for 7 hours successfully.
AI Levels Playing Field for SMB Automation
.@Workday falling 10% after giving below estimates 2027 guidance is no sigh of relief for SaaS sector. Once again folks, no amount of vibe coding can produce complex systems like HCM, CRM, or SCM. Besides migration costs in such scenarios...
Salesforce, Slack, and Claude Unite Humans and AI
Excited to work closely with Dario, Daniella, and their entire Anthropic team to bring this incredible vision to life — Salesforce & Slack working hand in hand with Claude and a suite of apps to drive performance across humans and...
AI Security Breakthrough Slashes $15B SaaS Valuations
A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS:
Free Live Workshops Teach Future‑Proof AI‑Native PM Skills
I've teamed up with the team at @MavenHQ to put together a series of LIVE workshops centered around the theme of "The AI-Native PM," featuring a stacked lineup of product leaders: @cohentomer @wes_kao @HamelHusain @petergyang @marilynika @talraviv @amankhan @HilaQu @ViableBen...
AI Integration Threatens SaaS Moats, Wipes Out Security Stocks
A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS: Cybersecurity names like CrowdStrike, Palo Alto Networks, and Zscaler fell after Anthropic showed Claude...
From Days to Minutes: AI Accelerates Product Delivery
“60 seconds to value? That’s impossible for my product.” I hear this every time I talk about WARP. Here’s what I tell them: Cursor writes complex code in seconds. Midjourney creates complex art in seconds. Lovable builds entire applications in...
Agents Will Become Native Interfaces Across All Collaboration Tools
𝚗𝚙𝚖 𝚒 𝚌𝚑𝚊𝚝 Every company will have an agentic interface. But it won't just be on your turf, your .𝚌𝚘𝚖. It'll also be on @slack, @discord, @microsoftteams, @googleworkspace, and more. I was at a hackathon in SF the other day and I...
Wix Bookings Now Bookable Directly From Google Search
New Wix partnership with Google -> Google Search, Maps, and AI mode can book services through Wix websites "Wix’s new partnership with Google will allow businesses using Wix Bookings to have their services, pricing, and real-time availability shown in Google Search,...
Klaviyo Founders Pledge $6M to Keep Boston Entrepreneurs Local
Klaviyo cofounders Ed Hallen and Andrew Bialecki are donating $6 mil to MIT aimed at keeping more entrepreneurs in the Boston area instead of decamping to California. This is one of several great initiatives designed to make Boston a fertile...
Proof, Not Promises, Drives Trust in Security
So @markowitzadam was selling a product built on proving things with evidence. But when a university asked him to prove his security posture, he couldn’t. That contradiction became the seed for @DrataHQ ($100M+ ARR). Trust isn’t what you say. It’s what you prove....
