Matt MacInnis retweeted
With respect, this is terrible advice. You need to prove -- to yourself more so than to investors -- that intelligence is more valuable inside your product, than on top.
If tokens *aren't* worth 4X inside your product, what are you even doing? You're just reselling the labs. 1/
Christina Cacioppo on why Vanta is eating its token costs:
"If you try to charge people based on tokens, they are very quick to say, 'Oh, you've just marked up a Claude token 4X. Are you 4X as good as Claude?'
You actually put yourselves in a competitive position against the models that probably no application really wants to do.
We're eating the token cost right now. We're taking lower margin.
This is a usage phase and a deployment phase of this technology, and just go nail that, and you can figure out commercialization after."
This event will be about real software that actually (newly) exists and does valuable things for our customers. No bullshitforce.
Itâs time! Registration for Ripplingâs first-ever user conference, XFN, is now open!
AI is changing whatâs possible in HR, IT, and Finance. A new kind of operator is emerging: someone whoâs put AI to work on business-critical workflows, like payroll, compliance, and workforce design, so their people can move faster.
The insurance commissioner race on your California ballot is a hidden landmine... most people don't get the significance. VOTE FOR @BenAllenCA. Otherwise, we'll have an anticapitalist anarchist in charge of insurance regulation. It will not end well.
A tiny number of investors are capable of thinking about an investment opportunity from first principles.
That's masked in peacetime by the (midwitted) investment checklists of those who can't. In a wartime market like this, where AI has invalidated every investing assumption, these checklists don't work.
The result is an ocean of investors with (1) no framework for decision making, (2) no capacity for first-principles evaluation, and (3) extreme FOMO, which yields what Brett describes.
This is why venture returns are a power law, and why the best investors are going to slay in this environment. And the midwits are going to get slayed.
Instinct has taken AI-ambivalent spouses and ~instantly turned them into AI-pilled promoters. "Instinct now runs my school's PTA."
As you head into the weekend, remember:
You're a monkey on a blue marble drifting through the vastness of space and time. Nothing that happened this week actually matters.
Enjoy your beer.
Quite amazing to see people disregard fierce, long-standing airline loyalties to choose the long-haul flight most likely to have Starlink.
Literally nothing could shake people loose (bad service, catering, schedules, etc) until now.
The fastest way to achieve career growth is to join a company that's growing so quickly that promoting you into an impossible scope is a better option than hiring from the outside. Then, all you have to do is the impossible.
Distribution is everything.
Instinct + Shopify
35% of our users use Instinct for personal shopping. Today, weâre partnering with @Shopify to bring product discovery, checkout and order updates into one conversation.
Shopping is a creative and personal experience. Your Instinct knows your sizes, the brands you like, and what youâve bought, kept or returned. When you ask for something, Instinct understands the details that matter, from who a gift is for to when you need it to arrive.
Instinct can now search Shopifyâs merchant network for products, and find live information on prices, sizes and availability. When youâre ready to buy, Instinct sets up your order with the store so you can check out with Shop Pay using your saved payment and shipping details.
Whether youâre searching for a thoughtful gift, researching big-ticket items, or restocking household essentials, the new experience helps you:
- Discover and compare products across brands, with up-to-date pricing and availability
- Check out with Shop Pay using your saved details
- Receive price-drop and back-in-stock notifications for your favorite items
- Stay on top of delivery updates and return-window reminders
- Access automatic discounts and promo codes tied to your Shop account
Automations make it easy to put a skill to use, regularly. We provide a familiar UI to concepts like a Weekly Operations Brief that can run on a schedule for a team leader.
X users understand why these are useful, but they might not understand why ânormalâ businesses arenât using them to do everything already. Normie businesses have to deal with compliance, data theft, and IP misappropriation (like spies!).
Former Board Director of @SFBART says that new taxes won't fix what's broken, and she's right. Starve a flu!
This is real people! No funding without fixes to the poor way this system is operated. Another $17B wonât change anything without reform first. A NO vote on RTM ensures fixes first. #FixesBeforeFunding.
Matt MacInnis retweeted
I personally net out somewhere in between (though I suspect that @zoink and Eric Schmidt) are not that far apart.
I think every application has some Pareto (there's ~20% of the functionality that ~80% of the people care about). The problem today is that any time you add functionality, you have to figure out a way to both expose it and then give persistent control over it. This leads â especially for complex enterprise applications â with just a ton of confusing navs, pages, workflows and worst â baroque settings that are both overwhelming and often not expressive enough.
I do think once we relax the concept that "all functionality needs to be exposed via the UI," we give software the chance to be dramatically simpler. E.g., one of the ways I use Rippling is for the FSA flow. The flow is fine but the overall UI is taxed by having to put it somewhere and then accommodate all the form-filling necessary to complete the request. If I could just forward the receipt to a chat flow and have it ask me for the missing data, it both becomes a simpler flow and relieves so much tension on the UI.
Maybe this will eventually lead to fixing one of my biggest nits of all time, which is that you can only use @WhatsApp on four devices. I realize this is probably some scalability trade-off someone made and "what normal user would ever need more than four devices," but one can hope. :)
User interfaces are not going away.
Yes, humans will use computers alongside agents. When working with agents, we will need the ability to audit what agents do in a human-readable way.
Yes, some interfaces (ex: dashboards, in-chat UI for ephemeral tasks, etc) will be generated. Most important interfaces will be intentionally designed. We will want both deterministic and non-deterministic interfaces in different situations. We're thinking a lot about the best ways to help designers shape non-deterministic systems at Figma.
Yes, new input modalities like voice, VR/AR and BCI will change the way we use computers and introduce lots of new interaction paradigms. This is all very exciting :)
Overall, the surface area of design will continue to grow much broader. Design is the new code and the key differentiator for software moving forward. Expect more and more energy to go into design / craft in the years ahead... it will be how you win or lose.
Eric is right about plenty of things, but the market will prove him wrong on this one...













