GTM went from top-down enterprise sales and steak dinners to bottoms-up PLG and product analytics.
next gen: agents selling to agents?
GTM went from top-down enterprise sales and steak dinners to bottoms-up PLG and product analytics.
next gen: agents selling to agents?
Large companies often hire slews of outside consultants to enact change management.
bc they're afraid to mass fire + rehire
operationally complex
it's all the fucking mgt costs
all of which are likely to drive true first mover advantages.
drive or power?
Vertically Integrated
what is being integrated into what? and what is vertical?
staffing utilization
can be negated with contracting? but onboarding costs
To date, we’ve found that the best way to drive more predictable revenue is by charging a minimum spend upfront or using a credits-based system.
why credits? can't credit spend still be spent erratically?
The enduring service providers will have to find ways to build defensibility in their second act
or have tech-enabled margin moat from the jump
which is critical for building an early data moat and offering a 10x better service as you go down market.
enterprise -> PLG
These companies typically go after the labor pool of spend rather than software budgets.
compare to just one employee's TC in house
A combination of solipsism and laziness.
well also bc it takes so many soft touches in as short an amount of time to convert a lead to sign up
Great with people but highly technical.
LOL
Spatial Interfaces
tl;dr—take advantage of and rely on human/irl spatial interactions, assumptions, behaviors to inform software design
This is a spatial interface that would give us a new and intuitive way for navigating the Internet and understanding how websites are related each other.
90s personal websites were kinda like this—listing one's fav websites / friends' websites as digitally proximal locations
none of them were ever built
classic
Video conferencing software removes all of those spatial elements and therefore makes meetings more complicated.
well....one could also argue that it actually simplifies all the head-turning one has to do irl
you are consistently putting creative energy into the universe
wellllll....I'm sure there's some value they aren't capturing
Repeatability and audience fervor can build a business, but kill the artist.
just like content!
If you compound this over 103 products, you’ve got a MSCHF narrative network effect.
every object should be infused with the brand/tone/taste of the creator
when an artist abandons individual recognition, they can achieve a higher plane of creative excellence through the increased resources of the group
is this true? why?
MSCHF succeeds not because it has some super-powerful software or a secret hack at making a better Gantt chart
this seems to be a common refrain with Every features on a co..."it's not bc of some silver bullet; it's bc there's a strong vision/mission that drives and colors all their decisions"
statue that counted how many times someone touched it
reward for any engagement
Owning both the data and the workflows
O doesn't need to "own" the data but it will by default have the data in order to own the workflow
Ramp is winning by making hundreds of small and correct choices
just like what Rob said—it's about making as many correct decisions in as short an amount of time as possible
You can think of it as the anti-Steve Jobs approach: You have to preach the Good Word and let your followers do the rest.
but andy hertzfeld said everyone just manages themselves bc they all know what to do via the vision
These digital workers are capable of executing tasks to a higher level than 95% of the workforce
a 95% accurate human feels very different from 95% accurate tool tho
We don't build software. We build digital workers.We don't sell tools. We deliver outcomes.
this is like a co being like "one of our core values: innovation"
incremental
indie projects
be more human
define "more human" bitch
Once there’s enough proof that it’s really working, “I can hire 6 fewer people than the 18 I have earmarked.
capital/human cost reduction only comes after existing humans are supercharged
If you’re on eight to ten calls a day
the busiest EMs
“What takes a great seller 15-25 minutes of research on Google and LinkedIn, Rox accomplishes in one second,”
what is equivalent for PjM?
The idea is to make these agents so useful so quickly
not a purely single-player or multi-player use case; it's a tech-first value add
nternal process rarely is a primary area of innovation that differentiates a company in the marketplace.
don't innovate where you don't need to
Autonomy does not mean teams get to do whatever they want.
so they're less like mini startups than promised
With more teams, the need for a team to shift initiative decreases in frequency.
bc every team is more specialized?
We are asking them to switch a model of communication which defaults to public
it was done before!!
That’s why what we’re selling is organizational transformation.
which is...a mixed bag to sell. people never want to enact large sweeping changes—that's why so many b2b things take so long to get internal adoption—but do want their orgs to magically become transformed for the better without them having to put in work
there are just not enough people shopping for group chat system
horizontal products have the double burden of selling the product and educating users about the problem
and how the team’s archives are utilized
if used ideally
almost any team which adopts Slack as their central application for communication would be significantly better off than they were before
how was this measured / what was this based off of?
This allows you to open up any note you’d like side-by-side, in addition to seeing related notes next to the note you’re currently working on.
STILL so user-write oriented
It is J.A.R.V.I.S. from Iron Man.
🤮
Soon, you’ll be able to add other types of content — calendar events, emails, links, documents, videos, photos, anything. That content will be automatically organized without you needing to stress about putting it in the right place. It will be understood, so that, with you in the driver’s seat, you can use Mem to power other apps and products you use.Our flagship feature, Mem Spotlight, is a universally accessible assistant that sits on top of the Mem knowledge graph. It pulls relevant information to the tip of your fingers, lets you save anything for later, and captures new thoughts in the blink of an eye — all within the context of where you are. Mem is not a product that you have to go to, it is not a destination. Mem is a product that goes to you, it is a companion.
very user-write oriented—people still have to do roughly the same amount of work
if someone had left the team, that historic knowledge was sure to fall through the cracks, only for the wheel to be eventually re-invented
possible MM use case: ask your teammate who left a question
supplement their working memory
bc working memory is finite! 7 magic number
(we've since concluded that the answer is no)
not enough
successfully negotiating more money and/or power
or leave the co
cynically play out the now-illogical re-org anyway
need to have a bias for action and realize when there's a sunk cost fallacy
runaway explosion
why would it be that? bc there's too much work that requires management and headcount?
And, by extension, we may be waiting longer than we expect for AI to take over the consumer space, at least at the scale of something like the smartphone or social media
AI-native social media doesn't seem that far away tho
including running expected value calculations on agents making mistakes
how human-in-the-loop a tool is will also be a factor. IC humans will do more QA; higher-level humans will do more orchestration
instead of reactive sales from organic growth, successful AI companies will need to go in from the top
bearish on prosumer AI?
Or, to put it in rather more dire terms, the initial value in computing wasn’t created by helping Boomers do their job more efficiently, but rather by replacing entire swathes of them completely.
should generational products always aim for this (i.e. FB and Google approach of doing work for people) instead of augmenting people's abilities?
We needed to worry less about dumbing the software down and more about how more complex things could get done in a way that had far less risk.
improve the backend tech instead of simplifying the UX
It was kids that loved WordArt and the new graphics in Word and PowerPoint
key to young people utilizing tech in more interesting and innovative ways, I think, is that they simply have more free time to explore the product. adults are always busy and in a rush
They just needed access to a PC.
they just needed access to a bicycle
Clippy was to be a replacement for the “Office guru” people consulted when they wanted to do things in Microsoft Office that they knew were possible, but were impossible to discover
sort of like a tour guide for translating biz reqs -> tech
use one for work.
the equivalent for Copilot now would be that's for people who don't currently code
it’s another thing entirely — a much more difficult thing — to get all of your employees to change the way they work in order to benefit from your investment, and to make Copilot Pages the “new artifact for the AI age”, in line with the spreadsheet in the personal computer age.
VisiCalc gives people who couldn't do something before a step function change bc now they CAN do it; Copilot is a marginal improvement that relies on there being an existing behavior
both too much for one person, yet not sufficient to hire an army of backroom employees
sweet spot of bicycle-riding: it's what one augmented person can produce
how low-marginal-cost checking accounts might lead to more business for the bank overall, the volume of which can be supported thanks to said new technology.
what 10x more ambitious thing does the technological shift enable?
editing, sharing, and execution
individuals should be able to share with other people at their company
Build the workspace of your dreams
use as headline somewhere
Joe uses Palette to sort his Slack channels and see the oldest outstanding tickets first.
maybe too high NPS
dictating
describing
Where is the line between Excel and the spreadsheet you create on top?
because the interface is simple/flexible enough and the output is represented in a way that is simple enough for the layperson to understand it
more training than a pilot’s license
lmao
Aug 2, 2024
conclusions: either build value on top of existing (reliable) infra, make custom infra yourself (like perplexity) if you have very strong opinions about future applications, or wait until the infra you need is good enough for your application. we need an amazon to show us the applications and abstractions needed
hard to iterate on
because the GPTs and Claudes of the world are not good enough yet and who knows when they will be
we might find an adjacent area in lawyers’ work that is more amenable to AI-based automation
many such hopefuls
early internet era
or even early computing era, like vannevar bush or claude shannon
All these pieces require serious build-out
interesting that the conclusion is "infra environment needs to be 100x better"—so all these agent infra cos are actually laying the underwater internet cables for AI
Conviction is an internal state that we build, while certainty is the external removal of doubt.
put another way—conviction becomes certainty over time (if u continue to pursue the thing ur doing and things are going well)
Note that this doesn't mean that it has to be fun. It will likely be the opposite.
welllll....I think it can and should feel fun
An artifact pulls forward some small part of a future world that currently exists only in your head and lets other people interact with it.
not surveys? is that bc opinion-gathering is too much about hypothetical future actions and doesn't validate via existing present action?
I guess the reception to an artifact is inherently a survey—although it constrains the reception to the vehicle of the artifact's form
This does not mean you can MVP your way to venture-scale. That’s the builder’s trap.
is this slop-shipping?
If you find yourself spending more than a few days in a row reading instead of doing, that’s a good sign to course correct.
i was doing too much of this and ambient input-ingesting hoping that the spark of genius would come to me while just living life
Early on, you are probably polishing a rock.
LMAO
You have to imagine and articulate a vision beyond what you’re capable of building right now
it has to be just out of reach
Spend a bit of it up front so you don’t waste more of it later.
wisdom teeth cost lol
A low-proof fundraise is more likely to leave you without a clear path to product market fit or your next round of financing.
it's possibly more dangerous to raise a seed round and fail than to not raise at all
too
too
Kim Kardashian can command the attention of tens of millions of people with the crack of her ass.
and u wish u could command a fraction of that attn
She’s got it all figured out.
hating from the outside of the club
This woman has contributed absolutely nothing to humanity
bitches looooove to rag on Kim K and it's literally just misogyny. she's contributed more to culture than 10000 of these guys
But of course, somebody smarter than me was there like 10 years before I was.
it's not about being smart it's about distributing it in the most interesting way
bite-sized, meaningless content that you hate looking at, but for some reason can’t look away from
this is why my relationship with social media is fine bc if u hate it so much simply exercise some self control and get off it. everything I've ever consumed on social media has been bc I wanted to
If you are, you'll do just fine, in this world and the next.
this is what it's 👏🏼 all 👏🏼 about 👏🏼
it's a headache to manage creative types
LOL is that why they get paid so little
the king crab legs
or just the unique item
because they're too proud or because it isn't part of their brand
we gotta make F pride-worthy AND fun
The fact is, great content is not yet commodified.
imagine a social media platform where all the content is good
When the stakes are high and the outcome of the game is all that matters
urgency and vision in a co
The result is that I rarely if ever visit the homepage of the NYTimes; I use other sources of signal (for example, Twitter or Techmeme links) to send me directly to what I need within those sites.
curation
it demands focused, unbroken attention from you right now
structural interestingness (instead of content-based)
AI can take many of the best aspects of human logic and scale them, make them reliable
I mean chatgpt has historically only given me great interpersonal advice
But what's concerning for the world is how rarely we operate at the limits of our potential
!!!!!!!!!!!!!
scientific propositions are moralized
the left agenda
mine some of the most relevant content from the billions of Tweets
it's about structuring raw data
They lowered the content generation cost on creators without meaningfully increasing it for viewers.
it is all about lowering the effort to create UGC
truncating the whole of it after some limit and posting a Read More button to allow readers to see the rest of the thought
ok but consider that the breaking up of long blocks of text into digestible bite sized pieces helps retain engagement on the tweet/thread better bc bitches can't focus nowadays
I'm sure he appreciates being set in his artistic place
LOL
flagged for the sociopath track (in general terms), but slowly have come to the realization that this seems more and more like the clueless track instead
apm programs be like
They must choose to either construct false narratives or decline apparent opportunities.
oof this must be so hard to tell the diff betn
Oscar, the ironic-token gay character, has his intellectual posturing.
ofc he does
He then severely under-performs in order to free up energy to concentrate on maneuvering an upward exit.
is this my biography...
The line could apply to Stanley’s entire life.
omfggggg
lack of principles
that part
coasting when they cannot
formerly me—so I would've been a loser LOL
in the fifties
big How to Succeed In Business Without Really Trying energy
it is a fierce desire to control his own destiny
mee
not just for notoriety's sake
I mean I'm sure these other sayings also were borne of situational needs
One year Jeff announced at an All Hands meeting that someone I knew, Barnaby Dorfman, had won the contest. Jeff said the prize was that he'd buy something off the winner's Amazon wish list, but after pulling Barnaby's wish list up in front of the whole company on the screen
ugh I live for insider culture like this. nothing else like it
Maybe only the first row or two of soldiers needs to hear the motivational speech because they're the first to run into a hail of bullets and arrows?
LOL
Humo Negro
tasting menu
Restaurante Doña Elvira
on vacation
Restaurante Río
on vacation
Mesa Franca
on vacation
few CEO's are going to admit that the job to be done for their company is stroking people’s egos
me on the other hand,,,,
I've got rosé
gay
The designation of which status games are acceptable is itself a status game
in other words, who's winning the idgaf war
It's a strategy that is only viable if you can achieve the size of subscriber base that a Netflix has
but also loses relevance with that sort of scale, I tell myself
status-centered products are distasteful or mysterious to them, often both
touch of the 'tism
entrepreneurs complain about 30 under 30 lists while wishing to be on them
ain't that the truth
useful features are trivial to copy
this is where Queue sits
Instagram because of the ease of creating multiple accounts to match one's portfolio of identities, Snapchat for its best in class ease of visual messaging privately to particular recipients.
this sounds like what young people want/need is the digital ability to codeswitch, but could it also be solved by the ability to be perceived through many diff lenses (i.e. to have the multitudes on display)?
At some point, it's not worth learning any new tricks at all
not if u enjoy learning for the sake of learning tho
2,000 word essay from Žižek
LMAOOO
well Facebook's attempt to duplicate just about every social app with any traction anywhere
LOL
We don't have one messaging app to rule them all in the world, but instead a bunch that have won in particular geographies.
this is also why YC often funds a "X for South America/Africa/etc" type of co
Conversely, if you come up with one great video but the rest of your work is mediocre, you can't count on continued distribution on TikTok
incentivizes u to put ur pussy into every video every time
The star is the filter, not the user, and so it didn't really make sense to follow any one person over any other person.
this is why Can of Soup came and went
While you can outsource Bitcoin mining to a computer, people still mine for social capital on social networks largely through their own blood, sweat, and tears.
and also, now with AI there is a lower price of blood/sweat/tears to be paid..
The shifting nature of scarcity will always leave a wake of skepticism and disbelief.
Just like PG talks about how restoring an old car creates value while preserving the existing pie
seek the voice of the customer, and find the riches you never wanted but are darn glad to have
LOL
As someone who was half, I was just exactly not enough of what each type wanted
this would not be true today
I was pretty sure you were at least supposed to lie about this.
LOL
Headscarved women
are they also called hijabi?
There's no guarantee that they'll say the lines you've assigned to them.
such an eternal problem with preparing something to say to someone
“as just sort of unisexual and techy.”
LOL
Is it because I get bored so easily?
this is the difference between him and EP
another stopped by for dinner and didn’t offer to help, even while Jess was juggling care of her infant, doing the laundry, and ordering dinner. “She started eating without me,” Jess recalls.
ok this and the "moms don't ask; just offer" thing sounds very white. asian people definitely are more acts of service oriented and would offer (or even just DO!)
Shouldn’t she just know?
no one can know without u communicating something!!
they can’t seem to access the words to ask her about her experiences. Instead, they reminisce about fun times they had in the past as if neither of their lives were interesting enough now.
skill issue
wondering who else I could start hanging out with
a theme seems to be that people immediately look for a replacement that "fills the container" of needs that they have—which seems very id-driven but can one blame them when it might take a decade or more for things to return "back to normal"?
worried about her ability to stay connected to a scene where people go out five nights a week
maybe the transition is easier for people that stay at home / do a mix of going out and staying in more?
She forgave him. “Maybe someday I’ll make mistakes and somebody will forgive me,” she said.
oh interesting
Far from making me feel empowered, carrying it made me paranoid.
similar to language shaping thought
“Neurodivergent Ninja.”
LOL
“The discourse will never be on how Asians are affected,” he said. “The discourse is ‘Oh, the perpetrator, think about the mental health of the perpetrator.’ Never our mental health.”
is this endemic of asians self-victimizing? there must be a grain of truth in it for sure, but idk..
‘Please stop killing us.’ ”
very reminiscent of BLM
DCC’s Twitter posts are littered with disparaging references to “boba liberals” and “blue-check Asians,” people who Zhang said “sell out other Asians” to seem like they’re helping other marginalized groups
to the diversity/range of POVs and types of asians in "Asian America"
Before the pandemic, Manhattan’s Chinatown had already undergone rapid change, mutating from a primarily working-class Cantonese and Fujianese area into a decidedly more white and wealthy one. The neighborhood was still filled with Asian residents and businesses, but the arrival of the COVID-19 pandemic was a double whammy: Struggling businesses closed, and residents began to be concerned about their safety.
so it became more white and wealthy but also people got more scared about public safety?
“As a proud husband of an Asian American woman, I think this discrimination against Asian Americans is a real problem,” said Senator Mitch McConnell.
oh my god lol
what was once alien is second nature
is that what assimilation is, at its core?
she acknowledges in the book may be “on its way out with my generation.”
but like..it's definitely still here
Food makes displacement the point of commonality. And it’s a misleading one — we all experienced it, so we all must face the same challenges.
people don't want to engage with the tough questions, esp in the context of community building. Food is an easy feel-good way out. but that still doesn't answer why it's food and not clothing, aesthetics, music, etc?
Food, as a medium, feels singularly effective as a means to sand the edges off a homeland, to turn that mythic place into a smooth commodity rather than an unknowable, dissonant land.
not sure if I instinctively agree with this—is it really that much more effective than, say, clothing?
Not that I desired such an outcome, exactly, but nevertheless I felt its unlikelihood as a loss.
yes—it's about the low volume
What this means is that racial difference is an inescapable factor in the mixed Asian’s romantic choices.
unless the partner is also exactly mixed Asian