They feel inevitable.
They don’t just show off what the model can do.
They erase something frustrating from your workflow—so smoothly, you can’t imagine going back.👇
They feel inevitable.
They don’t just show off what the model can do.
They erase something frustrating from your workflow—so smoothly, you can’t imagine going back.👇
🔗 Founders are sleeping on one of the most powerful uses of AI right now:
Prompt chains. 🔗
Not for writing emails or fixing grammar.
But for thinking. Strategically.
Here’s how I used one to generate startup ideas, GTM plans, SEO strategy—and more—in under an hour 🧵
🔗 Founders are sleeping on one of the most powerful uses of AI right now:
Prompt chains. 🔗
Not for writing emails or fixing grammar.
But for thinking. Strategically.
Here’s how I used one to generate startup ideas, GTM plans, SEO strategy—and more—in under an hour 🧵
I’ve been lucky to back and learn from some remarkable founders. The ones I keep thinking about aren’t always the loudest or most followed. (1/3)
I’ve been lucky to back and learn from some remarkable founders. The ones I keep thinking about aren’t always the loudest or most followed. (1/3)
I’ve been asking this in 1:1s with founders. And what’s surprising isn’t that they’re automating more -- it’s what they’re automating first. (1/3)
I’ve been asking this in 1:1s with founders. And what’s surprising isn’t that they’re automating more -- it’s what they’re automating first. (1/3)
But the real AI startups? They’re compounding quietly.
I went deep on the Lean AI Leaderboard — dozens of startups with breakout traction.
Here are 10 patterns from the teams actually pulling ahead 🧵
But the real AI startups? They’re compounding quietly.
I went deep on the Lean AI Leaderboard — dozens of startups with breakout traction.
Here are 10 patterns from the teams actually pulling ahead 🧵
Anthropic: $61.5B
Cohere: $5.5B
ElevenLabs: $3.15B
Harvey: $5B
Moonshot AI: $3B
Together AI: $3.3B
Figure AI: $39.5B
Crusoe: $2.8B
Character.AI: $10B
Perplexity AI: $18B
Adept AI: $20B
Mistral AI: $6.2B
Combined valuation: $178 billion. #MondayMotivation
Anthropic: $61.5B
Cohere: $5.5B
ElevenLabs: $3.15B
Harvey: $5B
Moonshot AI: $3B
Together AI: $3.3B
Figure AI: $39.5B
Crusoe: $2.8B
Character.AI: $10B
Perplexity AI: $18B
Adept AI: $20B
Mistral AI: $6.2B
Combined valuation: $178 billion. #MondayMotivation
But the best ones?
They absolutely exist—and they’re evolving.
🧵 The New Engineering Stack in the age of AI:
But the best ones?
They absolutely exist—and they’re evolving.
🧵 The New Engineering Stack in the age of AI:
Science is historically not good enough at self promotion and this is a storytelling war.
nature.com/articles/s41...
from work supported by NIH
Science is historically not good enough at self promotion and this is a storytelling war.
What actually gives startups a moat?
Let’s talk about two of the most powerful—but often misunderstood—defenses:
Data moats vs. Brand moats.
🧵
What actually gives startups a moat?
Let’s talk about two of the most powerful—but often misunderstood—defenses:
Data moats vs. Brand moats.
🧵
What actually gives startups a moat?
Let’s talk about two of the most powerful—but often misunderstood—defenses:
Data moats vs. Brand moats.
🧵
✅ Agents handle tasks solo
🤖 Scale without humans
🏎 Outpace LLMs fast
✅ Agents handle tasks solo
🤖 Scale without humans
🏎 Outpace LLMs fast
📈 Raw traction beats polish (Notion’s buzz)
❤️ User love outpitches you (Figma’s advocates)
🔎 10 meetings > 100 (focus wins)
📈 Raw traction beats polish (Notion’s buzz)
❤️ User love outpitches you (Figma’s advocates)
🔎 10 meetings > 100 (focus wins)
🧬 Evolves mid-task (xAI’s tech)
🎥 Redefines creative (Runway’s films)
🎉 Quietly wins (no fanfare)
🧬 Evolves mid-task (xAI’s tech)
🎥 Redefines creative (Runway’s films)
🎉 Quietly wins (no fanfare)
✍️ Writes ads solo
📈 Funds its growth
🛞 Humans just steer
✍️ Writes ads solo
📈 Funds its growth
🛞 Humans just steer
Adapts mid-task (Tesla’s Optimus)
Outsmarts static models
Wins where Big Tech lags
Adapts mid-task (Tesla’s Optimus)
Outsmarts static models
Wins where Big Tech lags
👓 Focus beats volume
🪝 Lean pitches hook fast
👯 Network trumps cold emails
👓 Focus beats volume
🪝 Lean pitches hook fast
👯 Network trumps cold emails
💰 Revenue > hype
🥇 Lean teams win
🤑 Profit signals trust
The hidden truth? Relying on more funding adds risk. Capital independence is the quiet edge. Not sexy, but it works.
💰 Revenue > hype
🥇 Lean teams win
🤑 Profit signals trust
The hidden truth? Relying on more funding adds risk. Capital independence is the quiet edge. Not sexy, but it works.
Me: Oh, you mean the newspaper?
Me: Oh, you mean the newspaper?
www.politico.com/news/2025/03...
www.politico.com/news/2025/03...
Software = commodity?
New platforms > old ones
GTM + data = moats
Early enterprise deals = consulting contracts
Tiny teams -> profitable fast
No one wants to IPO bc public markets are fickle, risky & onerous.
Founders know VC rules & can fund each other.
Growth VC may be redundant.
Software = commodity?
New platforms > old ones
GTM + data = moats
Early enterprise deals = consulting contracts
Tiny teams -> profitable fast
No one wants to IPO bc public markets are fickle, risky & onerous.
Founders know VC rules & can fund each other.
Growth VC may be redundant.