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And from this week — what we actually learned getting 5 vibe coded apps truly into production: https://t.co/AJBaUXLKd0 https://t.co/AJBaUXLKd0

Watching multiple AI Agents now talk to each other and figure out issues >together< in @replit v3is my OMFG moment in vibe coding. I had 1 tough project to start, but then put 6 into production already with @Replit. All cool. But until now, I was always the "other" agent. It

It’s happening! @CanadaKaz new @Opendoor CEO will be joining @jasonlk @rodriscoll and me on 20VC on Tuesday for a special. What are the must asks? What do we have to discuss? @rabois @ericjackson @ericwu01 love your thoughts! 🚀

More here: https://t.co/KfJh6U2aG2 https://t.co/KfJh6U2aG2

Was an investment I wanted to do last week - Smart, high energy founder - Space I love and know cold - Very cool AI application - Good if early traction It's just ... it's just ... I knew some things about the space he didn't Do those ever work out? Not in my experience The

The meta-lesson: Respect fundamentals in an era of trillion-dollar pay packages and 100x revenue multiples. Jeff's success came from understanding core dynamics rather than chasing trends. "Turns out making money is hard. Always has been." Full post:

10/ Due diligence failures enable fraud. "Whenever I read fraud stories, I've never heard of the companies. If no one has heard of them claiming millions of users, maybe there wasn't much real behind them." Basic sanity checks matter.

9/ AI creates the greatest infrastructure opportunity in decades. "Incumbents will add features to make humans 10% more efficient. Reality is customers want 'I don't need 75% of these people anymore.'" Infrastructure companies are uniquely positioned to capitalize.

8/ Start companies for mission, not money. "Probability-adjusted, you should just get a job at a hyperscaler. You start companies because you think the world needs what you're building." Mission-driven founders have staying power that mercenaries lack.

7/ Corporate cash follows different logic than VC. "You can't hire 1,000 engineers without hurting EPS. But swapping one asset for another can be essentially free if it doesn't decline." Understand your investors' constraints and motivations.

6/ In M&A: "It's worse to miss a deal you should have done than to do one that doesn't work out." FOMO can be more dangerous than false positives when you have capital to be aggressive.

5/ Founders risk everything, VCs risk portfolio percentages. "Don't say you're brave putting 10% of the fund into one deal when founders are putting 100% of their capital allocation - their life, time, bank account - with no way out." The risk calculus is fundamentally

4/ Some business models create "product jail" - customers specify exactly what they want, any deviation is failure. Twilio faced this with messaging APIs. Always architect your initial product with expansion surface area in mind. Learn from Cloudflare's strategic position.

3/ Infrastructure companies have zero innovator's dilemma with AI. "AI will decimate SaaS seat bases - AI will do the jobs people are sitting there doing. But if you're selling infrastructure, you're not selling seats." Position matters enormously in tech shifts.

2/ Only 3 types of developer companies achieve breakaway revenue: 1⃣Business development as a service (Stripe, Twilio) 2⃣Capex as a service (AWS) 3⃣Algorithm as a service (so complex devs can't rebuild it) Everything else fails because "developers take your cool thing as a

1/ Keep compensation simple. "The more levers and knobs you put into a comp package, the more opportunity for someone to think it's unfair. Once people believe they're paid fairly, they focus on the work." Complexity breeds resentment. https://t.co/YnpMUFzMuz

Jeff Lawson (@jeffiel) built @twilio from zero to IPO and created the category of API for messaging He joined @HarryStebbings @rodriscoll + me this week and predicted "AI will decimate SaaS seat bases" and eliminate 75% jobs in software His 10 brutally honest lessons: 🧵

📊 AI+B2B News Update - Sun, Sep 14 Today's Headlines: • Adobe’s Generative AI Credit Rules Explained • Oracle’s not-so-secret weapon that’s helped it become a hyperscaler • Alibaba leads US$60 million investment in AI video... • Via eyes acquisitions after completing $493M

A related post here: https://t.co/6rWLKKE4nu https://t.co/6rWLKKE4nu

You can challenge someone great to do better. They usually do if the challenge is fair. Challenge someone mediocre to do better though? They usually lash out