there’s a lot of people building, but not much being built
Enterprise voice at scale: how Clerk AI powers millions of conversations with LiveKit livekit.com/blog/how-clerk-a…
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TypeSafe AI Intelligence Now%
love it
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Old app with ui makes 7m and is 4 years old.
New app has 0 UI users, 6 months old and makes 10.
There’s no point to look at anything on a screen once you realize the reason you’re looking is because you haven’t figured out how get out of the value loop.
Are invisible interfaces coming?
Google JUST announced Gemini 3.8 Live. It can talk through a task with you, then keep working after the conversation ends.
I think 90%+ of vertical SaaS will need a voice front door.
By that I mean the way you use the software becomes talking to it, and the typing, clicking, and form filling happens on the other side without you.
So a contractor standing on a job site just says what went wrong out loud.
And by the time he's back in the truck, the quote is sent, inventory is checked, the CRM is updated, the customer got a text, and anything risky is flagged for him.
Kinda the dream, right?
The same thing works for nurses, dispatchers, recruiters, brokers, insurance agents etc. The person talks and the agent finishes the admin.
Lots of opportunities here to build voice-first businesses (been thinking about this more and more).
I think this is how vertical software becomes invisible.
Nobody logs in, nobody fills out a form, and nobody learns your interface.
You just talk, and the work gets done behind you.
This is a glimpse of where SaaS is going. Not fully there yet but it's coming.
Invisible interfaces.
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will chertoff retweeted
dudes will be skinny and be concerned with open source vs closed source models.
bro you're worried about the wrong weights
will chertoff retweeted
Running a company:
2020: can you survive a pandemic?
2021: still here? we’re going to give all of your competitors $100m series A rounds.
2022: wow, you made it? okay, all engineers cost $600,000/year now.
2023: nice job! okay, SVB failed and we’re going to take away your bank account.
2024: a survivor I see. but can you pivot from ai to crypto to defense tech back to ai-enabled defense tech in a 12 month period to stay relevant?
2025: unfortunately all of your competitors have raised $2b series B rounds. oh and only 500 engineers are relevant and they cost $100m/yr each.
2026: well, well, well. you’re still in business? let’s deploy the thunderclap of godlike LLMs from the heavens so all of your customers can rebuild your app in 2 hours. can you survive?




















