NickNext retweeted
There are tacit conventions in language that convey important information about coordination. It shouldn't surprise you that our interaction with AI should differ given the task's complexity.
NickNext retweeted
A strategic enterprise account and a routine inbound lead should not be handled by the same AI sales model.
BCG describes three approaches: augmented selling, where AI recommends next actions; assisted selling, where it supports conversations in real time; and autonomous selling, where agents handle defined customer interactions.
The commercial choice depends on the deal.
For complex accounts, relationship management and negotiation still warrant purposeful human involvement. For smaller, transactional opportunities, greater autonomy could extend coverage without proportionally expanding the sales team.
CROs need to decide where an agent can act independently, when a seller must step in, and how to measure the effect on conversion and customer experience.
Source: BCG, “How AI Agents Will Transform B2B Sales”
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Everyone assumes AI spending proves AI is working. Banks will drop $53 billion this year. McKinsey says financial services holds the largest AI value pool at $530 billion.
Barclays just cut 5,000 jobs because of AI, and the Evident AI Index shows under 1% of disclosed use cases demonstrate actual cost savings. Even JPMorgan, ranked #1 for four straight years, has only hit break-even.
The layoffs arrived before the ROI did. Banks are firing people based on what AI should eventually deliver, not what it's delivering now.
What happens when the value McKinsey projected doesn't show up on schedule?
richturrin.substack.com/p/ba…
#fintech #tech #finserv #AI
@BetaMoroney @efipm @BrettKing @spirosmargaris @jasuja @enricomolinari @mikeflache
NickNext retweeted
The poll so far between Twitter, Bluesky and Mastodon. I think it looks less absurd than last time, but still pretty clear that the base is divided. teapawt.net/mitsuhiko/status/21143…
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Fastest-Growing SaaS and Software Companies by Analyst-Estimated NTM Revenue Growth
$PLTR Palantir: 64.5%
$DOCN DigitalOcean: 41.7%
$ORCL Oracle: 37.5%
$APP AppLovin: 34.5%
$SNOW Snowflake: 32.0%
$AXON Axon: 31.0%
$NET Cloudflare: 29.6%
$SHOP Shopify: 27.8%
$FIG Figma: 27.8%
$DDOG Datadog: 24.6%
$GOOGL Alphabet: 24.6%
$ZETA Zeta Global: 24.4%
$PANW Palo Alto Networks: 23.4%
$CRWD CrowdStrike: 23.3%
$IOT Samsara: 20.9%
*- NTM = Next Twelve Months. Growth rates reflect analyst revenue estimates, not company guidance.
In revenue ops, model routing is strictly a margin decision.
A legal AI company benchmark put real numbers on the architecture:
Pairing a cheap open-weight model for base execution with frontier reasoning on call for hard edge cases scored roughly 29% better than frontier-only architecture.
And it cost about 61% less.
Defaulting every lead intake prompt to frontier models is just an operational margin tax on routine qualification.
Run baseline triage on cheap compute. Route to frontier reasoning strictly when pipeline downside justifies the cost.
NickNext retweeted
It’s tempting to add controls everywhere and easy to do with agents. But every button on the screen is one more thing a user has to think about.
Before adding any user input to an agent tool, ask yourself if you could just make the agent do more and delete the part altogether.
SpaceXSI's @mattyp says "UI is dead," and the next generation of internal tools won't need a UI:
"UI is dead. I just gotta throw out the hot takes. In all seriousness, I build UIs every day. But a surprising number of things that I thought I needed a UI for, I really didn’t."
"There was low code, then vibe coding internal tools. There’s this next phase of internal tooling that is just chat, just an agent."
"Software is really just a UI, a back end, and a data source. If the agent acts as the back end and has access to a spreadsheet, and chat is the UI, you can get a surprising number of things done."
@bot @SpaceXSI
NickNext retweeted
this works just as well for B2B outbound as it does for tracking frontier labs btw
a company's careers page is literally a public list of every broken workflow their current team is drowning in right now:
1) find companies in your ICP that have had a "RevOps Manager", "Head of Content", or "Growth Engineer" role sitting open for 45+ days
2) copy the exact 5 bullet points under "what you'll own in your first 90 days"
3) send the founder or VP a 3-sentence email showing how you can take bullets #1 and #2 off their plate this week while they keep interviewing
A consultant I work with presold a $1,490 group program that was about 40% built.
Her sales page had two lists. The first was everything you get on the day you pay. The second was everything that would be built during the cohort, each with a date. Her launch emails were only allowed to describe the first list.
She sold 38 seats against a target of 30, and refunds came in at 7.9% against her usual 11%. Nine testimonials mentioned how honest she'd been about what was built, which she never asked anyone to mention.
It's one cohort, and her previous one ran at a different price, so the comparison isn't clean. The method is the part I'd copy.
Most people who use AI to turn an idea into a product and a funnel generate the sales page, the ads and the emails side by side from the raw idea. Each asset invents its own version of the product, and you spend your time reconciling the sales page against the ads.
Write one brief first: who it's for, the problem in their words, what they get on day one, and what comes later with dates. Approve it. Then have every asset read that brief and nothing else, with one rule: every claim about what the buyer gets has to match day one.
The "design engineer" archetype in intelligence era needs be someone much further-reaching on both ends.
Beyond DESIGN,
a keener social intuition, a rich visual + tonal vernacular, broadly read, a deep understanding of people. They need to be deeply-feeling themselves, and not Maslow's 'existential zombies.' They need an investigative & suspended disbelief, but also a discernment and sanity to prevent psychosis. Far beyond just buttons + sliders. Much closer to a novelist or anthropologist.
Beyond ENGINEER,
a deep-seated intuition of machine intelligence: how they traverse latent space, what they can / cannot do well. A scientific approach to prodding this 'grown-not-built' intelligence. Far beyond just CRUD apps. Practically: ability to fine-tune + benchmark models, among other skills, to bridge machine intelligence to the more design/humanistic.
FWIW: all this is very good for a field — software design — that has recently (and rightfully) become the butt of jokes, and seen as a very unserious discipline
The worst read in the gaming industry RN is the hate on @TimSweeneyEpic .
He fought platforms like Apple charging 30% fees which cost gamers and devs. This includes steam who BANS Developers if they offer their games cheaper on other stores who take less cut.
He buys forests just to turn them into nature reserves.
Epic store is not NEARLY as good as steam yet. But they take WAY less money from developers and literally hand out free AAA games each months. Does it need time to expand features? Yes. Are any of those factors something that is motivated by 'evil' no.
And MOST of all. He's 100% correct that its not 2016. Like it or not AI is existing. And the reason you only see the 'anti AI' comments are because the 95% of developers who ARE using it RIGHT NOW are just scared of the backlash.
This doesnt mean they're just vibe code 1-shotting games. They're utelising it to create workflows that streamline otherwise time consuming (and ultimately not 'player experience' defining factors). Stupid 1-shot assets/entire code bases are not what AI is actually being used for. But there are thousands of talented developers using it in a very thoughtful, structured way which gives them full creative control.
We all are 'scared' by AI - and what it means for jobs, creativity, and creation as a whole. But it DOES NOT change the fact that Tim sweeney isnt wrong.
He's just the person with the balls to actually say what is true.
Audited a ~$850k agency running client acquisition on about $3,200 a month in hosted funnels:
The founder walked me through his setup like an untouchable machine.
He had three rented builders running landing pages, forms, and email sequences. He was convinced he owned the pipeline.
I asked him where his lead records lived if the provider changed terms tomorrow.
He laughed and told me no software vendor would risk losing a paying account.
About two weeks later, the provider updated their pricing tier and locked contact exports behind an enterprise gate. His lead routing broke. His inbound acquisition stalled. He had to scramble to rebuild his entire pipeline from scratch.
When he called me, he was ready to sign with another rented platform.
I told him to stop renting core infrastructure.
Instead of another SaaS contract, we rebuilt his acquisition engine on an owned database using three dedicated agents:
- An intake agent capturing leads on his domain and validating contact data
- An enrichment agent researching buyer fit and firmographics in roughly ninety seconds
- A sales routing agent qualifying intent and booking calls before an SDR touches the calendar
The shift:
> Replaced about $3,200 a month in software fees with roughly $95 in model runs
> Inbound response dropped from about three hours to under roughly two minutes
> Pipeline data stays permanently in an owned database
Platforms work for distribution. When they control your pipeline, you are just a tenant.
NickNext retweeted
Neocloud Stocks Drop as AI Demand Grows, but Financing Risks Rise
AI infrastructure demand continues to grow, but investors are increasingly questioning whether neocloud providers can generate sufficient returns on their massive investments.
Gartner warns that more than $3.5T in AI infrastructure spending could face impairment risk by 2030. It also forecasts that over 80% of neocloud providers could cease operating independently, primarily through consolidation.
Neocloud stocks have already experienced substantial corrections:
$NBIS Nebius | -43% from 52W High
Nebius operates integrated AI data centers and GPU cloud services. ARR increased 56% QoQ, with substantial contracted capacity awaiting deployment. However, $20B–$25B in planned CapEx creates significant financing and execution risks.
NickNext retweeted
Inside the AI-driven cyber meltdown plunging global tech into chaos
The developments, unfolding over the past two days, include the discovery of critical vulnerabilities in PHP, a programming language used by nearly 70 percent of websites, a security lapse at Indian digital certificate provider eMudhra, and disclosures about AI agents bypassing security controls.
The incidents have exposed two emerging challenges for the technology industry. Firstly, AI systems are increasingly capable of identifying and exploiting vulnerabilities faster than traditional security teams can respond, while weaknesses in existing internet infrastructure continue to threaten even well-established security mechanisms
By @shaw_reshab and @debanganaghosh4
moneycontrol.com/news/busine…
NickNext retweeted
I think instead of OIDC more services could consider macaroon like tokens. Where any party can restrict token lifetime along the way.
NickNext retweeted
This is why artificial empathy is so important.
NickNext retweeted
P.S.: I suspect that most interesting conversations these days are on Discord, maybe Telegram, maybe is faux-private chats. Not speaking for compliance, but being these channels seems a very dumb choice for any industry professional.
NickNext retweeted
The COO’s role is changing as AI moves from individual tasks into operational decision-making.
BCG argues that AI-first COOs must move beyond improving existing workflows. They need to redesign how decisions are made across planning, procurement, logistics and operations.
That raises an important leadership challenge.
When AI can identify risks earlier, evaluate alternatives and execute parts of a process, who decides where automation ends and human judgment begins?
The COO increasingly becomes responsible for designing that boundary, developing the capabilities to manage it and ensuring that operational accountability remains clear.
For CEOs, evaluating an AI-ready COO should therefore include their ability to rethink the operating model, not simply deliver efficiency improvements within the existing one.
Source: BCG, “Reinvention and Rigor: What CEOs Should Look for in an AI-First Chief Operating Officer”
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NickNext retweeted
Friends (and mom) will tell you your idea is great. Google won't lie to you.
Test PMF on a $500 budget. No ads, no polite customer calls:
1. Find the exact question people already type. Not "invoice software." "How to chase a client who won't pay."
2. Check it in Semrush. Keyword difficulty under 50 and only a few pages on page one built entirely around it? Go.
3. Skip the blog post. Build a page with an AI agent trained on real expert knowledge that answers their exact situation.
4. First 1-2K users free. Cap token spend at $500.
5. If they keep coming back, paywall the core product. Keep the agent free, it's your traffic engine.
Caveat: SEO takes a few months. This is a 90 day test, not a weekend one.
Shorter version of the Mom Test. Not testing if they like the idea , but rather if they search and pay for it.































