Over the last 18 months at @Jakib_ai, I’ve watched mid-market operators put AI into real workflows and change how the business runs. The next, and long durable, opportunity is investing in the companies using AI to expand margins, lift EBITDA, and generate cash faster across the real economy. @contextvp is how we put capital behind the diffusion. Equity into profitable services heavy businesses, with an FDE playbook. This is how to invest in AI.

this is long and dense, but worth a read

RT @Jakib_ai: Is a hot dog a sandwich? Asking for a friend. [ Working On It ] Episode 2 out now! Youtube: youtube.com/watch?v=haYnrM0s… Spotify…

continuing to talk about @Jakib_ai and a bit more on the founding story

Three things hold a company together: - The right people - A shared mission - Access to information AI helps most with the third. The first two remain human. @Jakib_ai is the best place to build if you want to work with real companies who are winning with technology.

We're going to start talking about how we're building Jakib on a regular podcast. Check it out

Just saw this post we did from earlier this year. @Jakib_ai has been doing this for our customers since last year. My personal OpenClaw (@klaw_lawrence) knew! Glad to see the rest of the market catching up.

This is excellent and exactly our ethos @Jakib_ai

I’ve been off for 9 months and don’t miss anything. Have spent my last several months trying to get my X feed to be news or info I want/need to consume I.e tech twitter. Everyone should do this. Get rid of influencer media and lean into free speech.

This is huge our costs started spiraling. Wrote this auto router and it’s doing a great job delegating

Shared knowledge graph with Obsidian is the way to go! Nice working with you @klaw_lawrence 🦞 #agents

this is super interesting. i'm working with my agent @klaw_lawrence. Day 2. Learning alot. #OpenClaw #agents

Data is now backing up what we’ve been seeing on the ground

We continue to be blown away at the improvement related to cost. This is not some overbuild; that's headline FUD. We continue to consume at a higher/faster rate (over $35k/m ⬆️ 120%). I can't see a limiting factor on our spend, when you can attribute +$1M in high margin rev

Investors are lazy pattern-matchers. They think this is "Early Cloud." It’s not. I’m watching $100M+ service companies destroy the playbook by exploiting negative unit economics. They use your VC-subsidized "platforms" to drive EBITDA 📈. When efficient models hit 80% feature parity -> Swap you out. They keep the margin. You get the churn.

Articles like this are fear mongering and not accurate. If you’re a smart young person, knowing how to use the tools is what matters and will get you a job. This is absolutely not what we see in the field at @Jakib_ai We’re hiring! @Inc and @philrosenn have it wrong cc: @DavidSacks @theallinpod