Pat McGovern (@pw_mcgovern) 's Twitter Profile
Pat McGovern

@pw_mcgovern

Early-stage investing @BoweryCapital

ID: 25232333

calendar_today19-03-2009 03:51:31

366 Tweet

575 Followers

5,5K Following

Pat McGovern (@pw_mcgovern) 's Twitter Profile Photo

GPT-5 - now with built-in vibe coding - being able to interact with the the apps in ChatGPT vs. needing a third-party platform to deploy the code is a big upgrade.

Pat McGovern (@pw_mcgovern) 's Twitter Profile Photo

If you are Lovable what's your defensibility against GPT-5 cloning your product? Ability to flex across foundation models for different use cases and maybe get marginally better outcome (e.g., Claude)? Or just much richer product design UX?

Alex Clayton (@afc) 's Twitter Profile Photo

The revenue from just the AI Labs (publicly reported figures from OpenAI and Anthropic), along with the public AI infrastructure companies, has already eclipsed all public SaaS revenue in 2024 (Nvidia's datacenter revenue drives most of the growth). It will almost double public

The revenue from just the AI Labs (publicly reported figures from OpenAI and Anthropic), along with the public AI infrastructure companies, has already eclipsed all public SaaS revenue in 2024 (Nvidia's datacenter revenue drives most of the growth). 

It will almost double public