$VIAV ran a $557M secondary on 5/20. Every “bearish” UOA print that day was secondary buyers hedging cost basis or buying tail insurance. The $1.7M Dec 50C at 1.9x mult printed 7 min after the “bear” put. Smart money bought the dilution.

$VICR ceo is basically saying the theft of vicor ip can screw up the whole ai supply chain. And you think Vicor is “expensive” after this runup. All you had to do was read my posts for the last 9 months. Going MUCH higher

TLDR, service will always be valuable you just need more scale because if you do it right they won’t need you to come back.

Not big conspiracy person but this feels like we are making a new game because we lost the current game. Buy $COIN and $HOOD 🤷‍♂️

okay, let me get this straight… 1/ you can use sora 2 to create hollywood level videos in seconds to build audiences of millions 2/ you can deploy donotpay style ai agents that call comcast, cancel subscriptions, and renegotiate bills automatically 3/ you can clone your voice with elevenlabs in under 10 seconds and layer it on heygen avatars to create talking head videos without ever filming 4/ you can run open-source models like llama-3 or kimi k2 on your laptop using ollama or lm studio, no gpu cluster required 5/ you can spin up code agents on cursor or claude code that debug, write tests, and push to github while you’re offline 6/ you can record a loom and drop it into chatgpt to automatically research context, extract insights, prioritize the top ideas, and turn it into a polished blog post 7/ you can drag-and-drop zapier workflows and instantly plug in lindy agents to automate outreach, reporting, research, even legal docs 8/ you can drop a 300-page pdf into perplexity or chatgpt with code interpreter and get a structured memo in under a minute 9/ you can find validated startup ideas someone should build right now with @ideabrowser and then chat with agents to help you build it (i built this for you) 10/ you can spin up interactive mobile funnels in 5 mins with perspective 11/ you can generate personalized landing pages per visitor with mutiny ai or replo, tied to real-time crm data 12/ you can run nano banana (google flash 2.5 in google ai studio) or sora 2 to create 100 ad variations and a/b test them in meta ads manager before you spend a dollar 13/ you can query your data warehouse with chatgpt connected to bigquery or snowflake like it’s imessage 14/ you can use fyxer ai to respond to your emails for you 15/ you can train a custom gpt on your intercom or zendesk docs and have it resolve 70 percent of tickets without human touch 16/ you can scrape competitors with apify or bright data and generate GTM strategies in claude in hours instead of months 17/ you can deepfake yourself into 20 languages using heygen’s dubbing and synthesize global content libraries overnight 18/ you can run AI audits on quickbooks from your ai native brex with tools like flowcog and instantly surface tax write-offs your accountant missed 19/ you can auto-generate a week of social posts with notion ai or typefully that match brand tone, visuals, and cadence 20/ you can upload a csv to shopify magic and spin up a full e-commerce storefront with product descriptions, images, and ads pre-baked 21/ you can deploy voice agents through vapi that call leads, qualify them, update your crm, and hand you a booked call calendar 22/ you can build any personal software you’d like. don’t like your crm? no worries, build your own 23/ you can spin up entire media pipelines in runway, sora 2 and pika labs, from raw text to cinematic short-form content 24/ and way more. this just scratches the surface to get your creative juices flowing this weekend. This is the greatest unlock for solo builders since the App Store. Enjoy it.

Listen to "What SaaS Startups and Home Builders Have in Common" by The SaaS Brand Strategy Show. creators.spotify.com/pod/sho…

Klaviyo finally figured out calling it email is wrong. @abialecki burn the boats sell B2C CRM and watch your market cap grow.

World’s First Miro Tabanelli landed the first 2340 in ski contest history and took #XGamesAspen Big Air gold in the process. It was a helluva weekend for the Tabanelli family: Miro’s younger sister, Flora Tabanelli, won Women’s Ski Big Air gold on Friday night. Miro’s gold came in the most insane Big Air contest in history. “That was savage!” Miro told Selena. “Everybody was in X Games Mode.”

I love APIs, but as we move towards a more agent-based world, I think we'll see forward-thinking products and platforms offer an interface that's built for agents. Today, we have robots.txt and sitemap.xml support. They provide instructions to webcrawlers. Tomorrow, I can imagine us having an agents.json file on websites that provides a description of how to "talk" to the agent interface and what features are supported.  Kind of like a discoverable REST API. So, agents like OpenAI's Operator could then query that file first to see if there's an agentic interface, and if not, revert back to the less-optimal human-oriented one. What'll be super-interesting is how agents will self-identify who they are and which human they're acting on behalf of -- hopefully, in a verifiable way. Sort of like OAuth for agents. Fun times ahead!

Chris Sacca's warning to Gen Z.

If Vista owns Drift and SalesLoft then Salesloft acquires Drift is that a real acquisition? #saas #mergers #ifatreefalls businesswire.com/news/home/2…

#DTC Twitter has anyone else seen a bump in mobile traffic from a device called Wiko K-KOOL? It looks like it might be click fraud. We are even seeing purchases on the clicks but no way our customers are on this device.

Is this a test to see if #GenZ fashion sense is classic? Don't know what Snap is thinking with their design, but those look like cataract surgery glasses.

#DTC Twitter is there a community slack group for ecommerce marketing? #ecommerce #marketing

shout out to @UACwasatch we are so lucky to have this team of professionals to keep us informed. (donate if you can) 🤞 we get through this early season with no persistent weak layer forming. Excellent summary of the current conditions utahavalanchecenter.org/obse…

Phygital is being used to describe the intersection of the physical world and digital world. I.E. you buy a Puma NFT and redeem it for physical shoes. We were lucky to build the Lived Experience (LX) category for @PWRLab stoked to see how LX integrates with Phygital.

At least this quote is not from 2022. If you believe you can win on product alone email us at hi@drmg.co “Product based differentiation is going away, act accordingly.” @miketrap

Tell me you decided to do authentic marketing without telling me you decided to do authentic marketing. I'll go first, Sun-Maid embraced raisins are the worst Halloween treat with warning signs and a vandalism clean-up kit. #marketing #brand

Counter-culture, by its nature, leads with being different. Here is an example from the 1980s (you could record on cassette tapes for the kids who have never used a tape😂) Punk band the Dead Kennedy's called out the record industry. Their POV aligned with their fans

The coming fall of the Kardashians in context of how entertainment is evolving... (aka why they are so pissed about tiktok)