Bullpen Strategy Group CEO, startup investor.

Joined August 2009
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As we enter the era of AI agents, one of the defining questions is how you develop competitive advantage when your competitor has access to the same AI models and intelligence as you. The companies that are able to best harness their internal institutional knowledge, existing data assets, and domain-specific workflows -- connected with AI -- will be those that are able to stay ahead in the future. Whether a company decides to build out the tech stacks themselves, or leverage a variety of best-in-class tools is certainly one core variable. But the key is to find the way that the enterprise can capture and protect the value created by their unique data, processes, and expertise over the long run. Each industry will have their own version of this, and the competitive advantage will vary by vertical. We’re increasingly seeing this at Box, where customers want to ensure that they can take advantage of their institutional knowledge and have the flexibility of bringing any AI model and intelligence to their data at any time. This is a pattern that will increasingly become a core principle of strategy in the future.
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Joe Pounder retweeted
As we enter the era of AI agents, one of the defining questions is how you develop competitive advantage when your competitor has access to the same AI models and intelligence as you. The companies that are able to best harness their internal institutional knowledge, existing data assets, and domain-specific workflows -- connected with AI -- will be those that are able to stay ahead in the future. Whether a company decides to build out the tech stacks themselves, or leverage a variety of best-in-class tools is certainly one core variable. But the key is to find the way that the enterprise can capture and protect the value created by their unique data, processes, and expertise over the long run. Each industry will have their own version of this, and the competitive advantage will vary by vertical. We’re increasingly seeing this at Box, where customers want to ensure that they can take advantage of their institutional knowledge and have the flexibility of bringing any AI model and intelligence to their data at any time. This is a pattern that will increasingly become a core principle of strategy in the future.
some thoughts on kirkland building its own harvey 1) kirkland is spending $500m over four years in order to build its own internal ai legal tools; kirkland intends to spend $100m this year 2) i suspect that kirkland is doing this because they have told themselves that they have valuable data and because they want to appear differentiated 3) i think the first issue is that kirkland probably does not have differentiated data from other elite law firms; at least, not at the level a harvey would absorb 4) all the elite firms probably have similar internal workflow data and so long as some of them defect, that is enough to commoditize the data kirkland wants to use for its platform 5) and, to the extent that they do have different internal workflows, harvey and legora will end up representing a better version of them and this will put kirkland at a disadvantage 6) moreover, companies like kirkland will have difficulty building their internal legal platforms because they do not have experience with software development 7) and, there are both cultural and structural issues with them managing software developers, like they cannot give non-lawyers equity in the firm due to regulation 8) so, i think firms like kirkland are better off using tools like harvey and legora and then looking to focus on where their value really is now: client relationships, local knowledge (litigation, regulation) and legal r&d (novel structures, etc...) 9) anyway, this seems to me like a phenomenon that ai creates across a lot of industries, where firms that were previously vertically integrated become unbundled due to ai because part of the intelligence gets moved to the labs or otherwise gets commoditized 10) and so, a new set of companies are created whose job it is in order to provide services complementary to the labs: forward deployed like harvey and legora and data providers like mercor, surge and handshake
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Anyone else who’s trying to do bird noises should give it up This kid is already the GOAT

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May the 4th be with you! esbo.nyc/socials 📷: craigsbeds/IG
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The #StarWars franchise was streamed for 33 billion minutes (550 million hours) in 2025. • The movies accounted for the biggest share of the viewing at 44.2%. The live-action shows made up 38.9%, while animated projects accounted for 16.8%. Docs about the franchise accounted for just 0.2% of all viewing. • “A New Hope” was the most viewed title, followed by “The Phantom Menace” and “Rogue One.” • “Andor” was the most-viewed live-action series with 7.4 billion minutes, variety.com/2026/tv/news/sta…
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May the fourth be with you

ALT May The Fourth Be With You GIF

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We spent time with @BullpenStrat founder and CEO Joe Pounder. Topic: AI and oppo research. open.substack.com/pub/oppofi…
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Really enjoyed the opportunity to talk about the work @BullpenStrat is doing to leverage our proprietary AI platform into the research work we are doing to be a "content machine" for our clients...
From @PounderFile, insights into the emerging role of AI in oppo research: open.substack.com/pub/oppofi…
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.@PounderFile: “Great field work can win a campaign at the end of the day”
We spent time with @BullpenStrat founder and CEO Joe Pounder. Topic: AI and oppo research. open.substack.com/pub/oppofi…
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From @PounderFile, insights into the emerging role of AI in oppo research: open.substack.com/pub/oppofi…

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Washington sent a copy of their playbook to everyone they were interested in and taped a $100 bill to the last page. Most didn’t even see it, but Sonny Styles was the only person to mail the $100 back. He put it in a card and wrote “Save this for when I win you the Super Bowl.”
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Only one chance in this lifetime… Like watching sunset at the beach from the most foreign seat in the cosmos, I couldn’t resist a cell phone video of Earthset. You can hear the shutter on the Nikon as @Astro_Christina is hammering away on 3-shot brackets and capturing those exceptional Earthset photos through the 400mm lens. @AstroVicGlover was in window 3 watching with @Astro_Jeremy next to him. I could barely see the Moon through the docking hatch window but the iPhone was the perfect size to catch the view…this is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye. Enjoy.
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The more enterprises I talk to about AI agent transformation, the more it’s clear that there is going to be a new type of role in most enterprises going forward. The job is to be the agent deployer and manager in teams. Here’s the rough JD: This person will need to figure out what are the highest leverage set of workflows on a team are (either existing or new ones) where agents can actually drive significantly more value for the team and company. In general, it’s going to be in areas where if you threw compute (in the form of agents) at a task you could either execute it 100X faster or do it 100X more times than before. Examples would be processing orders of magnitude more leads to hand them off to reps with extra customer signal, automating a contracting review and intake process, streamlining a client onboarding process to reduce as many straps as possible, setting up knowledge bases than the whole company taps into, and so on. This person’s job is to figure out what the future state workflow needs to look like to drive this new form of automation, and how to connect up the various existing or new systems in such a way that this can be fulfilled. The gnarly part of the work is mapping structured and unstructured data flows, figuring out the ideal workflow, getting the agent the context it needs to do the work properly, figuring out where the human interfaces with the agent and at what steps, manages evals and reviews after any major model or data change, and runs and manages the agents on an ongoing basis tracking KPIs, and so on. The person must be good at mapping the process and understanding where the value could be unlocked and be relatively technical, and has full autonomy to connect up business systems and drive automation. This means they’re comfortable with skills, MCP, CLIs, and so on, and the company believes it’s safe for them to do so. But also great operationally and at business. It may be an existing person repositioned, or a totally net new person in the company. There will likely need to be one or more of these people on every team, so it’s not a centralized role per se. It may rile up into IT or an AI team, or live in the function and just have checkpoints with a central function. This would also be a fantastic job for next gen hires who are leaning into AI, and are technical, to be able to go into. And for anyone concerned about engineers in the future, this will be an obvious area for these skills as well.
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Apr 11
Welcome home Reid, Victor, Christina, and Jeremy! 🫶 The Artemis II astronauts have splashed down at 8:07pm ET (0007 UTC April 11), bringing their historic 10-day mission around the Moon to an end.
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The Masters is expected to do $70 million in merchandise sales this week: $10M a day $1M per hour $16K each minute $277 every second But there's one item dominating sales: the Masters Gnome, with one tournament employee telling FOS they sell out in the first hour.
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Honored to have traveled further than any spread in history 🚀 Taking spreading smiles to new heights ❤️
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