It's time to challenge your assumption that XYZ market is too small to support a large vertical SaaS co. AI is making niche markets BIG by .1/ replacing labor (sales, marketing, customer support, back office) with software.2/ reducing customer acquisition cost (CAC) .👇🧵

RT @arampell: Operation Chokepoint 3.0. Under the Biden administration, Operation Chokepoint 2.0 tried to debank and deplatform crypto:. ht….

Narrow products are the future: we might pay more, but only for what's 100x better. Well articulated by @illscience @a16z .This shift is coming soon to B2B too .Why? w/ vibe coding the people with taste and market insights can now build too.

RT @nikitabase: This motion creates thousands of @neondatabase instances per day. Each can scale from 0 to supporting most demanding produc….

“Everyone can cook!”.@rauchg’s @v0 is scary good now. Backend hooked up to @neondatabase or @supabase in minutes—by me, a PM (mech eng background not CS!).If you have an idea & the ability to articulate it… you can ship. Let’s build 🚀

Financial Services x AI is still Day 1. • What infra will power agentic payments?.• How can LLMs reason over bank data?.• Who’s building the AI-native layer for every core function?.I find the sharpest signal on what’s next at @moov_io @fintechdevcon — join us! @wadearnold

Name another (athletic) sport where an athlete has been a global champ for >15 years! (Federer '04-'18, Nadal '05-'22, Djokovic '08-'23). Perhaps the beginning of a new era w/ Sinner & Alcaraz. Will look at this chart next time I need motivation for more discipline/ stamina.

Robots are still subject to basic economics. @Waymo supply/demand!

RT @martin_casado: Move to SF! ✌️.

RT @nikitabase: You can fight the trend of vibe coding saying it's not for "real engineers" or not for "production workloads". No one will….

"What do you believe now that you didn’t 2 years ago?". The most exciting AI companies are tackling the least exciting markets. Builders who deeply understand "boring" workflows - This is your time 🚀. 2x better -> now 10x.Only SW -> SW & Labor.Glacial sales -> Demand from CEO

One of the more critical (yet hardest!) things to do as a board member is to deliver the "strongest version of the truth" in a way that the CEO can hear it, and it results in a productive discussion. @illscience at @a16z scout event this week.

RT @docyogi1: I am going to print this, put it up on my wall, and.look at it when any situation looks utterly hopeless. .

RT @omooretweets: Investors love to say that we're in a new era for growth thanks to AI. But beyond the top 0.01%, what does this mean? H….

The networks (@Visa , @Mastercard ), PSPs (@stripe , @PayPal ) etc. are all racing to secure their place in the agentic commerce future. The browser is perhaps best positioned to act as verifier between human, AI agent, and merchant - and even as a launch pad for agentic.

1️⃣ A human needs to be able to give the agent a *role* and *scope*:.a. AgentA is humanX’s agent (role).b. AgentA is permissioned to buy X for <$Y (scope):. 2️⃣ A merchant needs to be able to understand the agent’s *role* and *scope*:.a. Understand that AgentA is humanX’s agent

The browser wars are back! With some new players -- @perplexity_ai @OpenAI prompting default browser or search status. Why? The world where any consumer or business can deploy an agent to make purchases on their behalf is not far away BUT 👇

RT @illscience: I had a fun conversation last week with @PeterDiamandis and the Moonshots crew; here is a clip where we cover models and th….

RT @nikitabase: I’m excited to share a major milestone: Neon is joining forces with @databricks. Together, we wil….

RT @ClerkDev: Introducing Clerk Billing. The easiest subscription billing for B2B and B2C SaaS. No webhooks, no UI to build, no payment in….

RT @thazhmon: From the beaches of Leblon to the boardrooms of LatAm - it was fun to wrap up Rio chatting with @marcelosampaio @astrange @a….