Ian Bergman (@ianbergnet) header
Ian Bergman (@ianbergnet) profile picture

General-purpose nerd | @SoundersFC fan | Opinionated advocate for common sense | Helper & instigator @AlchemistAcc | Ex-MSFT product & ecosystem | 🇺🇸 in 🇨🇦

Seattleite in Vancouver
Joined January 2009
Photo by Ian Bergman (@ianbergnet)Photo by Ian Bergman (@ianbergnet)Photo by Ian Bergman (@ianbergnet)Photo by Ian Bergman (@ianbergnet)Photo by Ian Bergman (@ianbergnet)Photo by Ian Bergman (@ianbergnet)Photo by Ian Bergman (@ianbergnet)Photo by Ian Bergman (@ianbergnet)Photo by Ian Bergman (@ianbergnet)Photo by Ian Bergman (@ianbergnet)
Solution sales coming back again. Full circle
Sequoia's thesis that the next $1T company will sell work, not software, is the most important reframe in AI right now. The argument: if you sell a copilot, you're competing with every new model release. But if you sell the outcome, books closed, contracts reviewed, claims handled, every AI improvement makes your margins better, not your product obsolete. The key insight most people miss: for every $1 spent on software, ~$6 is spent on services. The entire SaaS playbook was about capturing the software dollar. The AI playbook is about capturing the services dollar, at software margins. Not "AI for accountants." The AI accounting firm. Not "AI for lawyers." The AI law firm. The companies that figure this out won't look like SaaS companies. They'll look like services firms rebuilt on software infrastructure. That's a fundamentally different company to build, fund, and scale. And most founders are still building copilots. I went deeper on this in AI Market Fit: Sequoia Capital: The next $1T company won’t sell software. It will sell the work. theaiopportunities.com/p/seq…
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Ian Bergman retweeted
Fox: Why are you here this morning? Trump rally attendee: Well, in the late 70s, I was a little too young to go to South America for the Jonestown Massacre. But this is as close as I'll ever get, so that's why I'm here. There's nothing like seeing a cult right up front.
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Ian Bergman retweeted
Everyone seems to be misunderstanding the story about the mom arrested for leaving her 4 kids home while she went to Vegas. >It was a work trip, not a vacation >Babysitter came every morning to get kids ready for school >The babysitter checked on them again after school >The kids were 14, 12, 11 and 9 >She was coming home in 5 days >Kids father charged with hitting the mother >Florida has no law setting an age kids can be home alone ...call me crazy, but when I was a kid this would have been NO PROBLEM AT ALL. I'm on the mother's side here, all charges should be dropped.
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This is the weirdest of all the Musk stuff out there. Absolutely wild.
How is it that anyone thinks of Elon Musk as a "genius engineer?"
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Ian Bergman retweeted
Replying to @alexgibneyfilm
Oh, why not. Haven't had a chance to watch the movie yet but have heard you on a couple of podcasts and find this line of criticism the most confusing. It's not difficult to find employees across the companies who will talk at length about him making engineering decisions. I've seen this happen at Tesla, SpaceX and Neuralink firsthand. Mostly, though, I tend to think of the companies as being built by the thousands of employees and as group engineering exercises. There are tons of choices that have to be made and things that have to be fixed and resources marshalled. The top end of these tasks has quite often fallen to Musk. People had pretty much given up on electric cars until Tesla came along. You will argue that Martin and Marc had the idea for Tesla, which is fine. But it would not be a going concern without the engineering fixes that took place to finally get the Roadster over the line and then the tons of choices that turned the Model S into a very surprising success. This totally revitalized the electric car industry and made it a thing again. It changed the automotive industry worldwide. Many people made many engineering choices along the way. Musk included. There are just too many stories and anecdotes to deny this. SpaceX is perhaps the most dramatic example. People had tried and failed to build a commercial rocket company before. They have tried and failed since. Blue Origin and SpaceX started almost the same year, but only one of the two companies has changed the dynamics of the worldwide aerospace industry and our access to space. Many people deserve credit for this, but it's hard to argue that Musk was not the driving force behind a great deal of what SpaceX has achieved. SpaceX had far less resources than Blue Origin. The engineering accomplishments of SpaceX are pretty nuts. The US aerospace industry would be in terrible shape without them. We'd be unable to put humans in space, behind China on all fronts and very, very slow to do launches. Space is one of the last manufacturing and engineering strongholds for the US. Is this entirely because of Musk? Certainly not. Did he push the company forward on engineering? Certainly yes. Neuralink has a great, great deal still to prove. But it took products that were trapped in acamedia and advanced them dramatically. I would argue that this does not happen without the engineering pattern matching Musk has done across these other two industries. He pushed changes on semiconductor, materials, robotics and implant design. It's important to ask all these other questions about his empire and power and his evolution over time. And you're a tremendous filmmaker. This will no doubt come off as cheerleading. All I can say is that Elon and I have had a very tumultous relationship, and he's been plenty unkind to me at times. I don't really have a need to speak up here. Me writing this comes more from a place of confusion than anything else. The products are all very real, and there's a common denominator across them. It's difficult for me to see them as lucky accidents, particularly when rivals trying to do similar things have struggled so badly. All of these things are so difficult to build. Like verging on impossible. Why do you fixate on the engineering thing when there are so many other more real avenues to explore?
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I don't think people realize how many pitches investors get today from people who "invented a new algorithm" or "solved the climate crisis" because of one conversation with ChatGPT.
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Ian Bergman retweeted
Replying to @ArthurMacwaters
Kinda crazy that we dig copper out of rock and aluminum out of bauxite, melt the copper and plate it pure, dissolve the aluminum in molten cryolite and run so much damn current through it that the oxygen lets go, draw both metals down into wire, string that wire for miles, spin a magnet inside a coil of it by boiling water or damming a river, and the electrons in the wire creep slower than a walk while the push runs the length of it near the speed of light, and that push can knock a photon out of a speck of matter, and a few million of those specks behind glass and plastic, flipped on and off in milliseconds rendering a moving picture of anything anyone has seen or invented. oh yeah and we use this primarily to make the lights dance on that box to entertain ourselves.
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Jason is not wrong
Replying to @mehdirhasan
I’m telling you how the democrats took 98% support from the tech/finance/business/media communities and gifted it to the @GOP Joe Rogan, Elon, Chamath, Larry and Sergey, Zuck and every leader in tech not named Peter Thiel was 100% behind Obama and even Hilary Then dems vilified anyone who didn’t meet their insane woke standard, and Bernie, Biden, Warren and Kamala started attacking builders instead of working with them. That’s how we got here, the left kicked us all out of the party and the GOP encouraged everyone to come into their tent ⛺️ I tried my best to keep my friends moderate and independent (like me), but it was impossible because of the lawfare. This is just an accurate, insiders account from someone who watched it happen My hope is @RahmEmanuel can be the moderate voice of reason and bring the Democratic Party back to its senses
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Now seems like a good time to point out how good Battlestar Galactica is. As a show and as a reminder.
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Y'all, this is never a good idea. Like, never. Kept your enemies closer and all that...
Amused that AWS just unilaterally cancelled Cloudflare's Reinvent booth. There are always signs when someone finally realizes they're losing. Guess we'll just attend and throw the most fun side events without paying Amazon! Reply if you want an invite.
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Follow the kids. They're always right.
Replying to @ZubyMusic
I showed the Tesla video to my son and grandson (son just turned 8, grandson turns 8 in 3 weeks). And they were grinning ear to ear, laughing, and wanted to watch the video over and over again. "Play the funny part again!" They laugh hysterically every time it flew. Laughing with awe and joy, in case that's not clear. They loved it. "Is that real?" They kept asking. "Yes, it is."
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Ian Bergman retweeted
Surround yourself with people who see a flying car and say, "Awesome!" Not people who see a flying car and say, "It's not actually flying" or "I don't see the point." This post is not about cars :)
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Ian Bergman retweeted
If your first response to the Tesla Roadster is "is that safe??", you've lost all sense of wonder. Safety is not and never was the meaning of life. I'd happily spend a few micromorts on a flying car. (Also, Tesla has a sterling safety record, so probably won't even need to).
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Dear @katiezacharia — speaking as the world's leading expert on short White House tenures: turn off the news and go enjoy your family. In time you’ll realize that the Universe did you a major favor.
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That one shortcut on Rainbow Road
This is very cool ngl but I’m trying to understand when would I need this lmao?
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Dammit @samsheffer I'm mad at you for putting this demo into perspective
they sent a skyscraper into space and caught it with chopsticks, of course they can make a car kickflip
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I always assumed the future would involve arguing about whether it's ok to yeet a car into the sky. Here we are, and I'm here for it.
The Tesla Roadster is awesome, but there is no way it will be released like that to the general public. The biggest lesson I learned from flight school - the z-axis is hard. Like really hard. You do not want any random rich idiot to be able to yeet his car into the sky.
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Yeah but charging on cross country road trips adds hours
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Replying to @elonmusk
@ElonMusk, you’ve been an underdog and never quit fighting for your ideas. Don’t abandon Ukrainians as they fight for their lives and freedom against an aggressor.
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Ian Bergman retweeted
You do not hate Trump enough.
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