People won't buy unless they visualize life with your product how it changes the way they live/work. cc: @zgohr #jtbd #prodmgmt #startups

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

Stord is bringing Amazon-style delivery to all brands.

Elon determined to appeal ruling in favor of OpenAI, which cited statute of limitations ibtimes.co.uk/elon-musk-open…

If you're in Horizontal SaaS... You should worry. If you're in Vertical SaaS.... Great place to be right now. Stay close to customer outcomes. Solving problems > Shipping capabilities.

Agent Skills = Risk. And the solution is likely 3-fold: 1.) Skill Trust This is the root thing that needs to be addressed. Skill scanner, or even better - certified reviews by trusted parties. 2.) Sandbox control Harness control over agent sandboxes: what data goes in / what data goes out / skill access, etc. 3.) Smaller Skills More Determinism, less LLM. code that can be scanned / checked using traditional tools much more cost effective. Easier to scan skills, smaller risk surface area.

Anyone else find it funny that you start to view real people as AI agents. We are prompting each other. Each of us with limited attention / context window.

Game Changer, if their model is good. 12M Context, Lower Cost. "Much of standard attention's compute is models talking to themselves about words that don't matter."

I'm excited to try this. We need multi-agent orchestration, customizable workflows flowing upstream to downstream, parallel operations, model selection for cost efficiency. Harness is a big deal.

Yesterday my son said he could make a better ruler. And his eyes lit up with potential & creativity. We talked about mfg, inventory, distribution, marketing, and licensing. Beautiful moment to leverage.

Amazing Answer & Perspective on Failure. You're never done, never sunk. Always Get back up.

The West didn’t reject Jesus — it rebranded Him. We’ve turned the Lion of Judah into a soft, inoffensive, hippie mascot who never confronts sin, never speaks hard truth, and never offends anyone. That Jesus doesn’t exist. The real Jesus was strong, bold, fearless, and unapologetic. He spoke with authority, not approval. He flipped tables. He rebuked corruption. He called men to repent, deny themselves, and follow Him — not to be comfortable, but to be transformed. Christ was not weak. He didn’t beg for acceptance. He didn’t silence truth to keep the peace. The West didn’t lose Jesus — it watered Him down to justify cowardice and compromise. If your version of Jesus never convicts you, never offends your pride, and never demands obedience — it’s not Jesus. It’s an idol.

Our Hydra team is just getting started. Deploying Sovereign AI & AI Factories worldwide. @get_hydrahost

Charlie Kirk lived his faith until his very last breath. "I'm far more interested in what God wants of me, than what I want from God." 🙏

Devastating day for America. Today we lost a true hero. Charlie stood for Christian Faith, Family, Freedom. For everything good. Evil is real. Uncomfortable as it is. May God bless his family. May we all have the courage to stand in his place.

This is very alarming -- All eyes on this. Story here: cbsnews.com/detroit/news/2-c…

SaaS is being dismantled as we speak! We're witnessing the slow-motion collapse of an entire business model that dominated tech for two decades. The $1.3 trillion SaaS is being quietly hollowed out from within by AI agents. Here's how I see it playing out: Phase 1 (Now): AI as co-pilot. We're seeing this everywhere, Copilot for developers, Gamma for presentations, Harvey for legal research etc. These AI layers sit atop existing software, making it more efficient. The SaaS companies feel safe, even excited, as AI seems to make their products more valuable. They're bringing knives to what they think is a knife fight. Phase 2 (Next 12-18 months): The agent invasion. AI moves from co-pilot to autonomous operator. They're replacement workers that can fully operate existing software on your behalf. The dam breaks when someone can say "analyze our Q2 performance" rather than clicking through Tableau, or "optimize our ad campaigns" instead of navigating Meta's ad manager. The expertise previously bundled with the software gets unbundled by agents. Phase 3 (2-3 years): Software invisibility. The final phase happens when the agents bypass the human interfaces altogether. Why render dashboards, buttons and menus when AI can just access the APIs directly? The value proposition of SaaS, bundling software, workflow, and expertise into user-friendly interfaces unravels completely. The interfaces were designed for humans, but agents don't need them. Most SaaS incumbents don't see it coming because this isn't a classic disruption pattern. It's not about competing products with better features. It's about the evaporation of the core assumption that humans will operate software. What's more, the barrier to creating custom, internal software is collapsing simultaneously. Companies that once had to choose between expensive custom development or off-the-shelf SaaS can now spin up bespoke solutions in days instead of months. Why pay Hubspot $1,500/month for a CRM when your team can build 'HubspotForUs' with an AI coding assistant over a weekend? The same features, perfectly tailored to your workflow, with no ongoing subscription costs. This democratization of software creation means every company becomes a potential software producer rather than just a consumer. The specialized knowledge that SaaS companies monopolized is now available to anyone with access to an AI coding agent and domain expertise. It went from $1M to build an MVP to build a SaaS to basically free overnight. I bet the metrics will be puzzling at first, DAUs remain strong while feature usage mysteriously declines. The power users who drive revenue suddenly need fewer seats. Customer success calls shift from "how do I use this feature?" to "can your software work with my AI agent?" Or worse: "we built our own version that better fits our workflow." The survivors won't be those with the best features or even those who add AI features fastest (from no AI to "ai-assisted"). The winners will be companies that expose their software's capabilities through agent-friendly APIs and position themselves as the most trustworthy information sources and execution engines in their domain. There's also the shift from monthly subscriptions to outcome based software (pay per outcome, pay per task etc) but that's a tweet for another day! The $1T question: Will Microsoft, Atlassian, Adobe etc. successfully navigate this transition, or will they be the Digital Equipment Corporation of our era too invested in the previous paradigm to adapt to the new one? All I know is this will be a golden era for startups in the space. SaaS is being dismantled, piece by piece, workflow by workflow, interface by interface. Am I wrong?

Value Proposition (Collaboration) - Integrated into Branding. Love it.

this is what's keeping me up at night these days... 1. google has become unusable. once you get used to "deep research" (thanks grok, perplexity etc), google feels like bringing a typewriter to a macbook meeting. 2. MCP will do for ai agents what REST did for web services - this standard protocol means an ai agent built for healthcare can instantly talk to billing systems, patient records, and insurance databases without custom code, unlocking thousands of new startup opportunities. it's really exciting! 3. we're seeing the entire cost structure of building businesses collapse - you can now build profitable companies serving tiny, weird niches that were impossible to reach when you needed a full team. what used to need 1000 customers to break even now needs 10. 4. it's not too late to be a creator or build a media business. creators are evolving into the new holding companies, consolidating influence, revenue streams, and audiences in ways that mirror corporate giants. somehow it's still early 5. really big arbitrage opportunity to buy businesses without taste and add taste. "taste private equity" has a nice ring to it. 6. figuring out LLM seo. billions of dollars will flow to new players who figure out how to get "cited" by LLMs. finally. 7. most ai apps are designed for websites not mobile. ai-first consumer mobile is really interesting. we saw with cal ai and the looksmaxing apps, that this is just the beginning. 8. every product launch needs video now - i'm watching great features die on landing pages while quick screen recordings go viral and drive thousands of signups. the social feeds have spoken. 9. what used to require millions in vc funding now needs an api key, some prompts and a tweet. this fires me up!! 10. faster than ever to launch something of quality. faster than ever to pivot. knowing when to pivot is an art. 11. i dont understand anyone who sitting in business school right now. literally everything is being rewritten. 12. who is building the app store for ai agents? companies will browse and hire pre-trained, specialized agents like we download apps 13. the way to stop a big player to compete with you in this new world is to own distribution. 14. you can spend a lot of time thinking about politics or checking emails or on social in the name of research, but not really moving forward anywhere. 15. we're about to see software companies capture value that used to belong to agencies, consulting firms, and entire departments. 16. we're about to go from "there's an app for that" to "there's your app for that. 17. minimum viable audience is more important than minimum viable product 18. I don't know how long this window stays open, but we're in a moment where all the rules of building businesses are being rewritten. and for the people who are playing with this new tools, putting stuff out there, creating audiences/communities, you've got an unfair advantage. i hope you get some sleep.