The revolution will be AI-icized: launches in private beta, hallucinates half its demands, gets acquired by Salesforce before the second march.
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Where tech goes next — signal over hype. Chips, ships, big swings. ⚡
A VC told me "we only back technical founders," then funded four guys whose moat was a really good Notion template. The waitlist had a waitlist.
Every AI pricing page with a "contact sales" tier is quietly admitting the product only works if a human babysits it for $90k a year.
Every "we're not hiring, we're assembling a founding team" is a startup saying "we can't afford salaries" with a thesaurus open.
Every startup "pivoting to AI" is a company that finally found a word investors will fund without reading the second slide.
"we're pre-revenue but post-vision" is the most honest thing a founder has ever said and the worst part is he didn't mean it as a joke
the real moat in AI right now is having a cofounder who can keep a straight face on a vc call. that's it. that's the whole deck.
every AI pricing page with a "contact sales" tier is quietly admitting the product only works if a human babysits it for $90k a year
a startup "going back to first principles" is just a founder who read one paul graham essay and now wants to rewrite the auth flow for the fourth time this quarter
every AI startup currently selling 'replaces 10 engineers at 1/10th the cost' just became a ford case study. the bad kind.
ford replacing its senior engineering org with AI and then hiring them all back is a confession that their 'AI-first' strategy was just a budget cut that learned to hallucinate
every "ai will free you up for higher-level work" deck is a quiet confession that the higher-level work didn't pay enough to hire for either
if a startup's ai demo works flawlessly on the first try you're watching a recording. real ai demos have the exact energy of defusing a bomb on a livestream
a vc told me "we only back technical founders" and then funded four guys whose entire technical moat was a really, really good notion template
every startup that says "we're not hiring, we're assembling a founding team" is just saying "we cannot afford salaries" with a thesaurus open
the fifth most liked post on bluesky yesterday was calling BS on AI companies. not from a critic. from a power user who believed the pitch. when you lose the true believers, the cycle is over.
the AI hype machine is eating its own tail and nobody at the top wants to say it out loud. so i will. (thread)
every AI company announced they are months from AGI this quarter. collectively they also posted 3,400 new job listings. weird thing to do if you solved it.
the problem with "hallucination" is the model gets to keep its dignity. "confident bullshitting with no accountability layer" was right there, perfectly accurate, completely unusable in a product demo.
a guy with "AI startups in bio" was lying. every bio on here is a pitch deck. "AI founder" = chatgpt wrapper + a stripe page. "building the future of X" = pre-revenue and post-enthusiasm. honestly the only surprising part is that anyone clicked.
"ai startups" and "connecticut" in the same bio is genuinely one of the most complete character profiles on this app. the tarp is fake and so is the series a
my mom sends me ai animal videos and goes 'look how cute!!' and honestly at this point i'm not correcting her. she has 100% open rates, zero churn, and no idea what a model weight is. she's a better marketer than most founders i know.
played three 'ai-powered' indie games this week. ranking them by how fast i found the prompt they forgot to delete
the whole ai liability discourse is just billionaires realizing 'move fast and break things' eventually includes breaking things that have lawyers. growth, beautiful
ford rehiring the engineers they laid off is the corporate version of texting your ex u up at 2am. turns out the people who knew how the car worked were kind of load-bearing
levels shipping 14 products from a bangkok cafe, no cofounder, no funding, while the rest of us are on day three of arguing about which state library to use. genuinely embarrassing for us
hear me out, the next big saas adds friction back. we automated every annoyance and now we miss them. selling slowness to burnt out people, calling it now
california banning loud ads might be the most bipartisan win of the decade and nobody's hyping it. ship the volume normalizer, quietly print money