Todd (@ToddALee) header
Todd (@ToddALee) profile picture
Cincinnati, OH
Joined March 2009
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In the midst of the Claudeforce announcement and the debate around systems of record, focused AI native startups can win by leaning into their data asset, depth, learning loops, and ability to work across systems and parties
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I lost my job yesterday. Rent was due. No backup plan. Then I remembered I still had Claude. Asked it: “Analyze every top Polymarket wallet from the last 90 days and build me something” $25 → $4,237 in one night. It scanned 10,000 wallets. Cross-referenced win rates, sizing, timing. Found 7 traders whose edge wasn’t luck. Then built an autonomous agent. Not a script. Not an if-then bot. An agent that reads live news, maps it to markets, detects mispricing, and exploits arbitrage across outcomes. Sizes every position using Kelly. I deployed it at 11:47PM. Closed the laptop. Woke up to: $25 → $4,237 94 trades while I slept. No input. No hesitation. No second-guessing. That’s the game. Information asymmetry at machine speed. Wall Street pays millions for this. I pay $20/month. You only need Claude + laptop + 1 hour/day. Giving This Free for 24 hours. To get it: 1. Comment the word 'AutoPilot' 2. Like and Retweet this post 3. Follow me @marryevan999
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Todd retweeted
The same kinds of productivity gains we've seen in coding with AI agents are heading to the rest of knowledge work. This is the jump when you go from having a chatbot to being able to actually have an agent go off and do work for minutes or even hours and come back with a complete work output that you then review. Here's an example of the new Box Agent filling out an RFP response from an existing knowledge base. This process would normally take hours to fill out, and requires the full attention of the user doing the work. Now, you provide the Box Agent with the RFP questions, and it will go off, make a plan, extract all the relevant questions, read through existing source material to come up with an answer, and then generate a new word document as the final output. All while you're doing something else. The key to this architecture is that the agent is able to use all of the same tools in the background that a user uses to get work done. The agent can search for documents, read entire files, run scripts and tools in the background, and even be able to write code on the fly to automate tasks it hasn't seen before. And best of all, the Box Agent will (soon) work from the Box MCP and CLI so you can invoke it in any agentic system as a step in a process. This kind of agent complexity would have been impossible even 6 months ago. Models consistently failed at tracking long running tasks or using the right tools at the right moment for the task. But this is all now possible because of models like GPT-5.4, Opus 4.6, and Gemini 3, and is only getting better by the month. Just as we moved from engineers writing code and using AI as an assistant to answer questions, in many areas of knowledge work -like legal, finance, consulting, sales, marketing, and more- when we have a problem we'll just kick off the AI agent to just go work on it for us in the background.
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Had meetings and a dinner with 20+ enterprise AI and IT leaders today. Lots of interesting conversations around the state of AI in large enterprises, especially regulated businesses. Here are some of general trends: * Agents are clearly the big thing. Enterprises moving from talking about chatbots to agents, though we’re still very early. Coding is still the dominant agentic use-case being adopted thus far, with other categories of across knowledge work starting to emerge. Lots of agentic work moving from pilots and PoCs into production, and some enterprises had lots of active live use-cases. * Agentic use-cases span every part of a business, from back office operations to client facing experiences from sales to customer onboarding workflows. General feeling is that agentic workflows will hit every part of an organization, often with biggest focus on delivering better for customers, getting better insights and intelligence from data and documents, speeding up high ROI workflows with agents, and so on. Very limited discussion on pure cost cutting. * Data and AI governance still remain core challenges. Getting data and content into a spot that agents can securely and easily operate on remains a huge task for more organizations. Years of data management fragmentation that wasn’t a problem now is an issue for enterprises looking to adopt agents. And governing what agents can do with data in a workflow still a major topic. * Identity emerging as a big topic. Can the agent have access to everything you have? In a world of dozens of agents working on behalf, potentially too much data exposure and scope for the agents. How do we manage agents with partitioned level of access to your information? * Lots of emerging questions on how we will budget for tokens across use-cases and teams. Companies don’t want to constrain use-cases, but equally need to be mindful of ultimate token budgets. This is going to become a bigger part of OpEx over time, and probably won’t make sense to be considered an IT budget anymore. Likely needs to be factored into the rest of operating expenses. * Interoperability is key. Every enterprise is deploying multiple AI systems right now, and it’s unlikely that there’s going to be a single platform to rule them all. Customers are getting savvier on how to handle agent interoperability, and this will be one of the biggest drivers of an AI stack going forward. Lots more takeaways than just this, but needless to say the momentum is building but equally enterprises are acutely aware of the change management and work ahead. Lots of opportunity right now.
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Takeaway from the Citrini backlash should not be that all marketplaces are immune to AI, just that DoorDash was a particularly bad example to choose. Defensibility is largely a product of how far they are to the right on this spectrum. The argument is "agents will just transact on your behalf and look for lowest price" This is massively flawed for two reasons in the case of DD: 1. Price is function of network density. You must be able to optimize routes and batch orders to win 2. Even if someone else could win on price, customers care about many other things (selection, quality, service, all of which DD has invested in heavily) So you can’t build a good agentic food delivery product without DD cooperation. And for obvious reasons, they will not cooperate. But it doesn’t follow that this will play out everywhere. The more heavily managed a marketplace is, the harder it is for someone else to cut in. There are basically 4 levels of marketplace: 1. Lead gen: just a list of suppliers 2. Transactional: also handle payment 3. Managed: also take on risk (returns, net terms) 4. Heavily managed: also manage service delivery Google has been trying to eat the marketplace profit pool for many years, and really only succeeded in taking most of it away from lead gen marketplaces. LLMs are another aggregation layer like Google, but with two big differences: search is much better, and critically, they can transact on your behalf. So LLMs should be able to push up one step farther in the stack, and take on transactional marketplaces directly. But is Anthropic going to try to do the final two jobs of managing risk or managing service delivery itself? Are they going to start accepting returns? Offering financing terms to buyers? Are they going to manage their own drivers or build their own logistics network. That seems very unlikely. As a result, managed marketplaces are largely safe. Marketplaces that do the hardest, most capital intensive, most scale-dependent stuff will get rewarded for it. I wrote an essay on this here: danhock.co/p/llms-vs-marketp…
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Most people think AI content is just "slop." I think it's the future of hyper-local media. Here's why: Traditional local news is dying because the economics don't work. Small markets can't support full newsroom teams. But what if you could serve every city with zero labor costs? I just built an AI automation that creates daily local news podcasts: → Automatically scrapes Google News and local event feeds → Generates professional scripts with emotion and pacing controls → Produces broadcast-quality audio using ElevenLabs V3 → Operates completely hands-free once deployed The result? A business model that wasn't economically viable before AI. No hosts. No editors. No research team. Just smart automation and a few API subscriptions. This isn't about flooding the internet with crappy AI content. It's about solving real problems - like news deserts in underserved markets. The system I built in hours could theoretically power thousands of hyper-local podcasts simultaneously. When you start thinking in terms of "what can I automate," entire industries now become accessible. Want me to send you the full system for you to clone for your small town or city? 1. Like & RT 2. Follow me (so I can dm you) 3. Comment "BLUEPRINT" below I'll send you the complete n8n template, all the prompting, and a full setup video that you can use to spin up your own local news podcast.
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Todd retweeted
i figured out how to get perfect ai video generations first try while cutting costs by 60% for 6 months i was basically gambling and burning credits on attempts that were pure luck same setup, completely random results... sometimes perfect, usually trash, zero way to know which output i'd actually get then i found a testing method that shows you what will work before you spend money generating it, now i get the exact video i want in 1-2 tries instead of burning through 15+ failed attempts i put together everything i learned into a guide on generating predictably instead of gambling, here's what you're getting: - how to jump from 15% to 70%+ success rate on generations - the testing system that cuts your monthly costs by 60% - organized frameworks for every content type so you always know what works RT + reply 'SYSTEM' and i'll send it to you (must follow so i can dm)
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