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Gold at the end of this video from Will Quist and Abhay youtube.com/watch?v=44iztp… Most of the economic surplus from automation (AI and embodied AI) ends up in the services layer, not the hardware. == Own the customer relationship, data exhaust and workflow integration;

Trades are a great way to make money - as long as you don’t confuse them with an actual investment. (This advice applies to founders as much if not more than it does investors)

This is more relevant than ever... (I am looking at you app layer AI)...

Looks like the YC answer here is Klavis AI (YC X25)

I have a theory that companies almost never really get much more efficient - it’s just where you have to invest that changes

this scale ai investment reminds me of facebooks acquisition of the vpn company that gave them broad visibility into how people were using the internet

We may finally find out how few people it takes to run this cash geyser...

Everyone thought Google, Apple, and Meta fumbled the bad on on AI. But seems way more like discipline now. There was no incentive to disrupt some of the best business models in history until the consumer shift was obvious…

Every YC startup at Demo Day today is valued higher than Rent the Runway

AI rollups are not an excuse to skip the part where you actually build product that is novel, that changes economics for customers, that really matters…

seems worth reposting ;-)

Will probably update this this summer given all the interest, but here was our take on using software leverage in buyouts from LAST summer...

This needs ethos needs more airplay.

A business owner buys a system of record. Then it doesn't do everything they need it to, so they buy point solutions. Then they no longer know what's going on in their biz, so they buy a BI tool. Then none of the tools talk to each other effectively, so they buy an integration

The Zuck Put