Founder of 24 and Up. Studio Companies: Troupe, Outplacer, Wayfound, Revcast, 531 Social. Past and always founder of @pendoio.
Joined April 2007
- Tweets11.7K
- Following5.3K
- Followers6.1K
- Likes7K
Pinned Tweet
I have exciting news to announce --> I recently left Pendo, which I co-founded 8 years ago, to create 24 and Up, a startup venture studio focused on co-creating companies with talented entrepreneurs. More to come! 24andup.com
#startups #Entrepreneurship
Well it is here. Anthropic files.
yahoo.com/finance/technology…
Huge revenue growth.
Huge spend.
Growth growing faster than spend.
$16.3 billion in revenue in the six-month period that ended in June, more than the $4.6 billion the company saw in all of 2025.
$9 billion on AI infrastructure in the first six months of the year, ahead of the $7.3 billion it spent throughout 2025.
Morgan Stanley, JPMorgan, BofA, Wells Fargo and Citi are detecting third-party agents operating in customer accounts on borrowed logins - some taking actions that appear independent of user instructions.
What could go wrong? Lol.
axios.com/2026/10/22/ai-agen…
Some fun music for your Friday.
youtube.com/watch?v=D-VaEIHa…
Ai.Music.Slop.IDK.itmatters.doesit?.yes.no.maybe.fake
Cyberpunk 2077 is six years old and just got a free content drop synced to the anime's Netflix premiere. CDPR (I own some stock) turned a game into a flywheel: show sells game, game sells show.
Game studios and TV overlap is interesting.
press.cdprojektred.com/en/ne…
Anthropic's draft S-1 is the AI economy in miniature (well kinda minature): 15x revenue growth, $450B in compute you pay for whether you use it or not, and two customers carrying a fifth of the business.
wsj.com/tech/ai/anthropic-re…
"why won’t <Product X> just do <Y>? It would make my life so much better,” you can guess a pretty credible theory by just pondering the metrics that organization is optimizing.
Eventually, your company needs to build the epistemic machinery necessary to extract truth from the environment, rather than depend on exceptional individuals to do all the thinking. The more durable advantage is an entire organization that continually improves its ability to observe the world, make informed judgments, act on them, and learn from the consequences."
lolno.com/p/making-shit-up-a…
Released Friday.
First model from US lab Reflection
501B parameters and 1M-token context
The first open operating system for agents?
reflection.ai/blog/beam-is-a…
Eric Boduch retweeted
a startup just flew its car over a tesla roadster, and it was their 1,000th flight.
alef has been chasing flying cars for 11 years. tesla's new roadster jumps on thrusters, alef lifts straight up on propellers.
who parks a flying car in your driveway first, alef or tesla?
🎥 @AlefAeronautics
Eric Boduch retweeted
Prediction: In the AI age, taste will become even more important. When anyone can make anything, the big differentiator is what you choose to make.
paulgraham.com/taste.html
Eric Boduch retweeted
Everything we're doing to make codebases "agent-ready" (better docs, less dead code, smaller surfaces) engineers always needed too. Agents just have zero tolerance for the entropy humans learned to work around. They can't "just know" a file is outdated or a code path is dead. They take your codebase at face value, which means it finally has to be worth taking at face value.
masseyratings.com/ranks
Making a case for Ohio State whose only loss was to Michigan #OSU #Michigan #NCAAF #CFB
I always thought he was a the right man for the CEO job at #msft and man, @satyanadella is the man. techcrunch.com/2023/11/20/op…
