illiquid
@lefttailguy
consilient software observer; crafting an alchemist's paradise.
It is absolutely absurd that incumbent SaaS added $1.65B in NNARR COLLECTIVELY in Q1 and Cursor added $400M in NNARR in the past 4 months, that's ~24% of the entire public SaaS universe (MSFT not in here of course)
I hear Dua Lipa is going to be the face of a steamy $NET brand campaign. 🚀🚀🚀
Hearing that between Claude Code and Codex, it’s over for Cursor
Everyone CEO
something i've been thinking about recently there are no more engineers, designers, PMs, etc there are product owners. product owners write code, solicit feedback, drive roadmap, collaborate, talk to customers, answer support tickets, etc.
Customers switch off Cursor before switching off $GLTB. Entire thread of Cursor customers demanding that Bugbot be supported for Gitlab. Crazy thing is that Cursor is worth more than Gitlab today. ($9B on paper vs $7.7B in public markets) It will interesting to see if Cursor can…
In the past month, Cursor found 1M+ bugs in human-written PRs. Over half were real logic issues that were fixed before merging. Today, we're releasing the system that spotted these bugs. It's already become a required pre-merge check for many teams.
Healthcare is far too overindexed on labor. UBI for the American middle class at this point.
We asked @vintweeta (General Partner @a16z) about the shortage of healthcare workers and how AI and agentic systems might alleviate this issue. "We have to decrease our need for these (healthcare) jobs." "The willingness to try AI in healthcare today is high because the reality…
GCP is only cloud that offers OpenAI, Gemini, and Anthropic API
“I say this about almost no one – he has felt like a co-founder to us,” said Foody (CEO, Mercor). Silicon Valley is basically one huge Keiretsu. Understudied.
After 2 great years at benchmark, I’ve made the difficult decision to leave the firm in order to pursue a new adventure. Benchmark simply excels in the craft of early stage investing and forming deep partnerships with founders. I’ll always be grateful to have had the opportunity…
McGraw Hill (which just went public today) might be another example here. Embedded into Higher Ed model, majority digital, software margins, growing double digits in key segments, AI products on proprietary IP.
Coursera up another 22% after hours I know I joke about nothing ever happening but there is so much fucking money to be made by just going one level deeper on whether AI is actually going to kill some of these businesses people are puking
People switch off Cursor before switching off $GLTB. Entire thread of Cursor customers demanding that Bugbot be supported for Gitlab. cc: @akramsrazor
"Leading AI research labs like Safe Superintelligence (@ssi) and Physical Intelligence (@physical_int) use TPU specifically." Those two are probably the most promising "moonshot" labs out there with the most upside. Interesting that they are standardizing on TPUs. $GOOG
"At I/O in May we announced that we processed 480 trillion monthly tokens across our surfaces. Since then we have doubled that number. Now processing over 980 trillion tokens." $GOOG
They read @ryanbreslow's fundraising book....
There’s no secret whisper network VCs use to discover a deal is hot. Founders who have a hot hand just…act differently. They speak differently, respond to diligence questions differently, negotiate differently. Some founders do this naturally. Some founders learn it.
To the senior guys on here: anything wrong with using Daloopa to pull in historicals?
pretty cool. Includes last mile tweaks (editing) so don't even need to port back into adobe premier or whatever. not wrapperish like @IconAdmaker or @arcads_ai. Need more of these end to end selling "work" not software type platforms. AI native content supply chain is here.
Introducing Sandstorm - the platform that makes winning ads > Extract insights from the best brands > Turn those insights into production-ready ads with Sandstorm > Launch across Meta, TikTok, and Google in 1 click > Analyze what wins (and why) From creative strategy to media…
The end of software but SAP is somehow growing faster than @salesforce and only had 4 negative growth years in the last 30. 11% revenue CAGR from 1995 till today. These things are crazy durable.
