John Lai (@thisisjohnlai) profile picture
Palo Alto, CA
Joined February 2011
Photo by John Lai (@thisisjohnlai)Photo by John Lai (@thisisjohnlai)Photo by John Lai (@thisisjohnlai)Photo by John Lai (@thisisjohnlai)Photo by John Lai (@thisisjohnlai)Photo by John Lai (@thisisjohnlai)Photo by John Lai (@thisisjohnlai)Photo by John Lai (@thisisjohnlai)Photo by John Lai (@thisisjohnlai)Photo by John Lai (@thisisjohnlai)
John Lai retweeted
Be profitable and run your company with maximal agentic loops You don’t need to sell more of your co anymore $10M profit per year reinvested is like an annual Series A no dilution The best startups do this now. No whinging about the Series A/B crunch. You don’t need saving.
Series A and Series B are the hardest rounds for founders today. Founders launch a vertical AI SaaS company. They reach $1M-$3M ARR in 2 years or $5M-$10M in 3-4 years. They go out to market with their 1x-3x growth. Almost no interest from investors. If it's not the right category or a deep, long-term conviction bet, most investors stay away. Founders are stuck with large pref stacks and a market that doesn't value this growth. They are neither sustainable (at their current burn) nor venture-fundable (without growth). The exit options (if available) don't leave much for the team. In most cases, founders are required to join the acquiring company (but they aren't interested). I talk to many founders who have been misadvised, and they keep grinding without making progress. The Series A or B that didn't happen won't magically happen in 1 year with a little more progress. If the market moves much faster than your company progresses, you will always be behind. If you are told today to hit some metrics and come back, the market will have already moved by the time you return.
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The Jev guy @CompleteSkeptic at Runtime 2026
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OpenAI DevDay 2026 Claw Labs by @steipete
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John Lai retweeted
Two YC decacorns in one day and one of them is building commercial fusion. Polaris hit 150 million degrees C, first privately funded machine to do it. This is the abundance future, built by people who actually ship. nitter.gq/agupta/status/20627421…
oh wow a second YC-funded decacorn in the same day that must be some sort of record
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Toyota lean manufacturing has an idea called "genchi genbutsu", essentially meaning managers should "go see the real thing at the real place" in a factory instead of sitting in an office hearing secondhand descriptions. AI coding suddenly makes this practical for software.
Unclear if a durable trend, but CEOs and CTOs are back to coding with a fury, thanks to coding agents. I have public company CEOs sliding into my DMs (and “InMail”) telling me about falling in love with shipping software again thanks to Claude Code and Vercel. “Dream accounts” that we always wanted to work with, where in the past the C-suite would hardly understand the infrastructure until much later in the game. Coding agents are the ultimate PLG-fication of the enterprise. Bad, legacy software can’t hide anymore. The stack that works is self-evident to the entire organization, from intern to CEO.
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John Lai retweeted
You can access 𝕏 APi via @OpenClaw. We’re trying to make it affordable without giving away the shop. Hopefully, this can be useful & fun 💫
Holy shit. Now everyone will be able to use their @OpenClaws and all the other agentic platforms to build apps on top of X. Here's the secret: build lists. Lists are how you build apps. The pattern: Build a list of your favorite football team. Or whatever you are into. Then ask your AI agents "build an app showing me all the important news about my favorite football team." In minutes you'll have an app. And that's just the beginning. Your agent can build a script about your favorite football team that you can take to places like Google's Notebook LM. Now you have a video, a podcast, a slide deck, a game, a mind map. All about your favorite football team based on real time news. You can do the same with something like @HeyGen, create an avatar of your favorite football player. Now you will have your favorite football player telling you everything that's happening on the football team. And I could go for hours about how many things you can build and not even cover a fraction of them. This is huge. Thank you @elonmusk for making it possible to make millions of agentic apps affordably on top of X. Start building!
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John Lai retweeted
GStack is now at v1.0 General Release If you used it before and didn't like how chatty it was, we've fixed it. Thanks @LouiseDSadeleer for the incredible feedback. I love listening to real users because it is literally the way to making them happy with new product changes.
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Vancouver, it’s been a blast! 🇨🇦
“The lobster is loose, and it’s not going back into the tank,” says @openclaw founder @steipete. In this brand new talk from #TED2026 he shares why AI agents — built by you — are the future: t.ted.com/DPASxmF
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2900+ at ClawCon Michigan for the launch of the @UMich Institute for Agentic Computing 🚀🦞
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Amazing to see almost 2000 people at ClawCon Michigan!! Weird lobster cult 🦞🥳
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ClawCamp in Oakland is full of energy and excitement! @aiifyio @Echtman @steipete
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Packed house at ClawCon LA @clawcon @msg @steipete
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John Lai retweeted
If you're OpenClaw or Hermes Agent-pilled and want to build your own Karpathy Knowledge LLM but are stymied by integrations or need to stop using grep on 10,000 files, I open sourced my personal Claw/Hermes schema, skillpack and RAG memory system github.com/garrytan/gbrain
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The foundation is up and running. We are hiring engineers and high agency people at @openclaw. If you are interested in building the personal AI movement send me a DM.
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Congrats to @Starcloud_ on their $170M Series A at a $1.1B valuation! They're building data centers in space—just 17 months from YC Demo Day to unicorn. They launched their first satellite with an Nvidia H100 GPU last year and are now developing Starcloud-3, a spacecraft designed to launch from Starship that aims to be cost-competitive with Earth-based data centers for AI inference. techcrunch.com/2026/03/30/st…
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Taiwan ❤️ OpenClaw @steipete
MixerBox just hosted 🦞 OpenClaw Taiwan Meetup #1 and #2 this month! The rooms were completely packed with @openclaw enthusiasts sharing all the different ways to use OpenClaw. Huge shoutout to @steipete for creating something so amazing!
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John Lai retweeted
MixerBox just hosted 🦞 OpenClaw Taiwan Meetup #1 and #2 this month! The rooms were completely packed with @openclaw enthusiasts sharing all the different ways to use OpenClaw. Huge shoutout to @steipete for creating something so amazing!
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