Just had my first cup of coffee (full caf) in a year. For those that drink it regularly, does this feeling of euphoria happen after every cup? What a drug
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Few things bring me as much joy as jamming with my dear friend @Alfredijohns0n. This is the first time we've done it on a podcast.
AI-Native Services, data center hate, robot apocalypse, etc.
tinyurl.com/wyykzsd9
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Jake Saper retweeted
Everyone's asking what AI can do for their job.
We asked if it could teach a 6-year-old.
Introducing Ello 2.0: reading, math & more for ages 4-9. Free tier for all.
If we want AI to force-multiply humanity, let's start with teaching our youngest.
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This is an opportunity to apprentice with one of the most intense growth-stage CEOs in the game.
If you’re interested in starting an AI-native services business down the line, this is the best training role available today.
I'm hiring a Chief of Staff at Hanover Park. This is not a normal job...
You'll parachute into special projects as we rebuild the financial infrastructure for $100 trillion of global investment assets. Our ambition is limitless. Yours should be too.
We are looking for:
- 3+ years of experience
- Relentless, will work 12+ hours/day, 6 days a week (yes weekends)
- Track record of never dropping balls (at all costs... no matter how many balls)
- Outlier organizational skill
- Outlier discipline
- [Bonus] Ex founder, ex chief of staff at a hyper growth company, or ex consulting/investment banking
- [Bonus] Some engineering experience
If you refer someone and they get the job, I will give you $10,000.
(Link to apply below)
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This is prob the most reflective/personal pod I've done. @nihalmehta is such an authentic interviewer/human.
"The next billion-dollar companies won't look anything like the SaaS companies you know."
That's @jakesaper, GP at @emergencecap — one of the firms that backed the SaaS era in the first place (Salesforce, Zoom, Veeva, Gusto, Doximity, Bill etc).
So when he says the playbook is changing, I listen.
We just dropped Human Unicorn 🦄 EP33 and Jake didn't hold back:
→ The one trait that separates good founders from great ones (most people get this wrong)
→ Why AI is quietly rewriting how startups get built from day one
→ What "founder-market fit" actually means when real money is on the line
→ The fundraising advice he'd give founders right now
If you're building or investing in this market, this is 34 minutes well spent. Link in comments below.
🦄
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1/ Two weeks ago I took a walk with the CEO of a SaaS company with hundreds of millions in ARR.
He told me he's pivoting the entire business to a services model.
Can't share who yet. Soon.
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4/ The next Salesforce won't sell CRM seats. It'll just run your sales ops.
The next Workday won't sell HRIS licenses. It'll deliver fully managed people operations.
The winners in the next decade may not sell software at all.
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5/ Stop selling the seat. Start selling the result.
Full piece on when this transition makes sense, what changes, and why waiting is the bigger risk: emcap.com/thoughts/should-yo…
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Jake Saper retweeted
Okay this one seems real. First time ever an OSS model beats Sonnet 4.6(!!) on our evals. Now begins vibe testing, but this is promising.
Today we're releasing Trinity-Large-Thinking.
Available now on the Arcee API, with open weights on Hugging Face under Apache 2.0.
We built it for developers and enterprises that want models they can inspect, post-train, host, distill, and own.
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Jake Saper retweeted
the best American open-source model ever just dropped, and it costs less than $1 per million tokens
i feel like more people should be talking about this
Today we're releasing Trinity-Large-Thinking.
Available now on the Arcee API, with open weights on Hugging Face under Apache 2.0.
We built it for developers and enterprises that want models they can inspect, post-train, host, distill, and own.
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Jake Saper retweeted
We raised a $27M Series A to replace the spreadsheets and human duct tape behind $100 trillion in global assets.
Fund administration is the invisible backbone of private equity and venture capital - and it’s broken.
Why?
Financial data is scattered, stale, and locked inside legacy providers. Books take forever to close. Basic questions about your own fund take days to answer.
So we rebuilt the general ledger, waterfall engine, investor portal, and portfolio management from scratch.
One single source of truth for your firm.
Our AI agents read emails, propose journal entries, and extract portfolio updates in seconds. Our CPAs review every output.
Today, we administer $15 billion in assets - and we’re just getting started.
Every fund CFO keeps getting asked: how will you adopt AI?
Now you have an answer.
Run your firm in real-time with @hanoverpark.
–-
Excited to partner with Jake Saper at @emergencecap @peterjhebert at Lux, @chadbyers/@pratyushbuddiga at Susa and CFOs at the largest private equity firms to forge this future.
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Public software is down 40% in 12 months. The selloff has been indiscriminate.
But it won't stay that way. When the market starts distinguishing again, the winners will be companies whose moats survive a world where agents do the work.
We spent Monday at @emergencecap debating which moats actually hold up. Here's the spectrum we landed on.
The short version: Seat-based pricing and workflow stickiness were the backbone of the last era. Both are eroding. The next era rewards outcomes, context, and trust.
And the most important/enduring moats in the AI era and currently being slept on...
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Cognition.com is the strangest redirect I've ever seen. I'd love to know the story here...
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(Cross-posting this from LI bc it seems to have hit a nerve, hopefully in a helpful way).
~~~~~
I'm mostly a buy (ideally at the startup phase 😉) and hold type of guy. I often struggle with when to sell, particularly names I've become attached to.
Fortunately, AI is a great thought partner, which is why it's become core to my public equities trading approach.
The prompt I use is cobbled together from a few others online. I've spent a ton of time testing different approaches and tweaking them for my specific needs. My current version is very long (20 pages), but the results have been strong so far, driving two sell and one hold decision that, so far, look like the right calls.
Critically, the prompt addresses one of the major issues with most models: the sycophancy default. They all naturally bend bullish. Tell them you own a stock, and they'll find reasons why it's great.
I've tried to mitigate this with aggressive prompt engineering. This includes adding phrases like "You are a senior buy-side equity analyst with a risk-manager mindset and forensic-accounting rigor."
For fellow public markets investors using AI: how are you handling the built-in optimism bias? And what prompts have worked for your use cases?
Here's a link to the prompt: docs.google.com/document/d/1…
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Proud husband 😍
VERY happy wife ☺️
Welcome to Baseten @DannieHerz!
We’re thrilled to announce that Dannie Herzberg has joined as our new President to lead Baseten’s GTM and operations.
As @tuhinone shared: "Dannie is biased towards action, dependable, and long-term in her thinking, and she knows that the customer experience is everything."
Here’s to building the next chapter of Baseten with you, Dannie!
Read more from Tuhin about Dannie here → baseten.co/blog/welcoming-da…
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We're in a weird era of AI where amazing things are happening but simple things can still be surprisingly hard. Today, I've been trying to make a market map by uploading a spreadsheet with list of companies, URLs, descriptions, etc.
I've tried OpenAI, Anthropic, Bolt, and nothing has been able to render the company logos properly. Ideas?
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