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.@ivanburazin on growing @daytonaio 25x this year with no roadmap: "There is no process. It's very, very hard today. And I've heard this from founders of much larger companies, maybe even public companies, that are in this mode. It's not that people are sitting around waiting. There's more than enough backlog. But as things change, you go, "Maybe we finish this thing. Or maybe we don't even finish it, and we do this other thing first." And features die off. We've actually killed features. "This is no longer necessary in this world. This thing we built a year ago, no one uses it." You deprecate it and it's out. So there's no long-term yearly roadmap. And that makes it super hard to plan anything. It's been new models. New techniques researchers figure out. New product launches. No one put a computer in every chat, then Grok Bot did, and now everyone wants that. And then security. Something breaks out, and it's, "Oh, shit. We have to lock this thing down."

Anthropic's S-1 just revealed only 250 customers are spending over $10M on AI: Early Anthropic investor @mmurph at @MenloVentures on why we're at the "very tip of the spear" of enterprise AI adoption: "It shows you the value of the technology. If that happens at some large company, you're like, 'Why isn't that happening at more large companies?' Probably because they haven't tried it out enough. They haven't enabled their organization to do it. They haven't re-platformed all their existing applications. Think about this market and how big these companies have become in such a short period of time. Then you look and you're like, 'Wait a minute. How penetrated is the technology in the Fortune 5000?' Almost none. Okay, so they're doing some coding and some productivity. How many of them have really re-platformed their whole application stack? Nobody. We're at the very tip of the spear on all the re-platforming, all the new internal productivity apps these companies are going to build, and their comfort level and understanding of AI. The whole next leg of this wave will be spectacular."

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