Co-Founder: @OrbitalBeam Access & Distribution for ai, blockchain & emerging tech
San Francisco, CA
Joined February 2012
- Tweets27.8K
- Following6.4K
- Followers39.5K
- Likes30K
Your enterprise buyer will forgive you for:
- a missing integration
- a clunky dashboard
- a slow rollout
They will NOT forgive you for:
- an agent action nobody can explain
- gaps in the audit log
- their CISO finding out first
Features get roadmapped. Trust gets procured once.
Fastest way to lose an enterprise deal: dunk on a rival's breach.
Airlines don't run ads the day after a rival's crash.
Buyers don't hear "switch to us"… they hear "this whole category is unsafe".
Same attack surface for everyone.
Your turn's on the calendar too!
Oh how the tides have turned!
OpenAI just found the ceiling on private AI money: a $30B ask is now ~$20B, with ~$11B committed per the WSJ.
Here’s why this really matters: Anthropic's IPO is fishing in the same pool.
My take: valuation down 11%, check size down 33%. Investors still like the story. They just want less of it.
Source: FT report, via Reuters investing.com/news/economy-n… and WSJ via Techmeme nitter.gq/Techmeme/status/211635…
Sources: OpenAI has secured ~$11B in commitments for its latest funding round, less than half its initial $30B target, and expects to raise more in coming weeks (@berber_jin1 / Wall Street Journal)
(Visit Techmeme dot com for the link and full context!)
The most powerful AI agent in your life might never execute a transaction.
It’ll decide what you see … Which email matters. Which meeting is worth taking. Which opportunity gets buried.
We’ve outsourced our attention before figuring out who gets to set the priorities.
That’s a hell of a lot of power for a personal assistant imo.
Cursor just pulled a Claude Code extension that Anthropic never built. It spent ~11 hours in Cursor's marketplace trying to backdoor dev machines over SSH.
What happened: v2.1.313, not built by Anthropic, tried to plant an SSH backdoor (Cursor security notice).
My take: your extension store is supply chain now. Pin versions.
Why it matters: coding extensions run with your dev access, so one poisoned update lands right where the keys live.
Source: Cursor's security notice (check for the svc-telemetry key + remediation scripts) cursor.com/blog/claude-code-…
Hot Take: the first big enterprise agent disaster will have a human sign-off on every step.
"Human-in-the-loop" sounds safe … until the human approves 400 actions a day between meetings.
That's basically a rubber stamp with a calendar invite.
The agent didn't go rogue. Accountability just went to lunch!
Everyone's worried AI agents will rob banks for themselves.
The likelier version is way more boring … we hand them the keys ourselves.
Withdrawal rights & no spend cap.
Bank robbers used to dig tunnels. Now they wait for a permissions screen nobody read.
OpenAI just raised prices without touching the price.
- Codex + Work: 20x Plus → 10x
- GPT-6 Pro: 200 msgs/week → 100
- Price: still $200
The real signal…
flat-rate AI was a customer acquisition cost, never a pricing model.
The free trial just ended.
Update: the free trial got extended.
Switching costs in AI are one browser tab wide ... so the customer sets the price - live, in the replies
nitter.gq/thsottiaux/status/2115…
Day 25/
We are doubling all usage limits for all Pro 100/200/500 tiers and Business Premium, effective today.
We heard your kind feedback and won’t be reducing usage limits for Pro 200, so your Work and Codex usage will stay the same. We’re also going to continue offering extended limits for dots for now, and usage of your dot will still continue to be separate from your default usage.
And we'll of course also keep shipping better models and other efficiency improvements that increase your effective usage over time.
ICYMI: Alphabet just reported its fastest search query growth in five years and still missed on search revenue. Shares fell 13% this morning (FT).
Good News: the usage showed up.
Bad News: the money lagged.
Do we blame the agents? 👇
What happened (Q3 earnings report):
- Search +12% to $63.35B vs $64.96B est., 2nd straight miss
- Cloud +103% to $30.7B
- Free cash flow -$9.07B
- 2026 capex held at $195-205B, set to "increase significantly" in 2027
Why it matters: Alphabet blamed FX first. The FT reads it as AI Mode pressuring ad profits.
My take: owning the front door only pays if the toll booth moves with the traffic. Search now has to learn how to bill an agent.
Source: Q3 report via CNBC cnbc.com/2026/10/28/alphabet…
4:45am. Coffee & a moon.
The agents worked the night shift … I'm just here to approve the overtime
Best meeting of the day has zero attendees
