Kevin Finn
@kevin_finn
Working with software companies for 20 years on M&A, equity & debt transactions. 5x San Franciscan. Never met a sandwich I didn’t love. Views my own.
Great articulation of the world ahead for software engineering… what a time to be alive and navigating these implications.
Lovable just crossed $100M ARR in 8 months. Faster than OpenAI, Cursor, Wiz, and every other software company in history. Today we're launching a game-changing update, it reduces the error rates by 91%. Introducing Lovable Agent:
Great enterprise software product strategy discussion, spanning on prem to SaaS to AI-first era software @saranormous 👇 podcasts.apple.com/us/podcast/no-…
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“I’m trying to be everywhere" Hard to overstate the rapid, positive impact Mayor @DanielLurie and his team incl @nedsegal have had on SF. Streets are cleaner and safer, businesses are re-engaging and leasing office space. Leadership matters.
Amazing shots of the city in the full video here -> openai.com/sam-and-jony/?… So cool to see the AI-driven boom loop that has been unfolding over the past 2+ years after an admittedly tough few years for the city previously. #boomloop
Jony Ive and OpenAI’s partnership is a big vote of confidence in San Francisco. Our city has a strong history of creativity and innovation, a legacy that is alive and well today. This is the place to create the future.
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OpenAI should launch a "Sign in with OpenAI." Bring your context, preferences, and memories to every app.
Perpetually surprised to the upside by software for the past 20 years. Add this to the list.
This chart is insane. AI has now enabled the creation of the fastest growing software product maybe of all time.
Best DeepSeek take yet 😂🍿🍿
I love how we have flipped from a “SaaS is dead” to “the application layer is everything” narrative in one week Just waiting for what next week brings 🍿
It’s crazy that for a minute during covid everyone in tech thought SF might be dead, and now here we are.
Coming off of meeting a couple dozen enterprises around the future of their AI strategies, here are a few notes on the state of AI in the enterprise right now. 1. The AI-first enterprise is emerging. Given AI increasingly is starting to be used across coding, customer support,…
Good stuff
No one is catching Silicon Valley - and that's okay. Looked at all priced round venture fundraising by US Carta startups from 2018 through Q3 2024 (over $560 billion 😲). Aggregated the data by MSA and year to see which ecosystem are on the rise. Bay Area holds serve - number 1…
Vamos, @RafaelNadal! As you get ready to graduate from tennis, I’ve got a few things to share before I maybe get emotional. Let’s start with the obvious: you beat me—a lot. More than I managed to beat you. You challenged me in ways no one else could. On clay, it felt like I…
I took a ton of shots of the @USNavy @BlueAngels today and will need some time to go through them. Here's one to get the party started.
c-suite wisdom: "even Silicon Valley employees are starting to go, oh, actually, I want to be part of something that will grow sustainably over time" they're embracing profitability and cash flow generation and the sense of control over one's destiny that comes with that, per…
The least understood yet most important concept in the world is Jevons Paradox. When we make a technology more efficient, demand goes well beyond the original level. AI is the perfect example of this — almost anything that AI is applied to will see more demand, not less.
Founders have an incredibly annoying attention-to-detail * They see every typo * Notice every time anyone is late * Catch 10,000 bugs * Remember every time anyone said they'd do something It's not that they don't have anything better to do It's just, start-ups die otherwise
AI in enterprise software is a force for TAM expansion. By solving problems that customers did too slowly or expensively before, vendors unlock new spend, thus expanding or creating new markets. The key is finding use cases that create real leverage vs. just being nice to have.