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Just met a company that vibe coded an entire CRM to avoid paying for HubSpot or SFDC over the last year.
It’s now become a burden to maintain and missing key functionality / third-party interoperability as they scale…
They’re now migrating to HubSpot.
App layer is fine.
Increase the payout weights in the comp plan and you’ll immediately see reps investing the time to learn and pitch.
Most reps are coin-operated at their core; otherwise they would’ve gone into other functions.
This same guy told you that $OPEN was going to $80/share and $TEAM was a short at $70
Be careful who you follow.
PSA: the companies asking you to 996/997 are the same people getting rich off secondaries on the way up then relegating you to the zombie co after a non-exclusive licensing deal
I love how so many people on FinTwit are shocked when a company up 2000% in the last 12 months drops 10% after good earnings.
The psychology of humans is interesting.
Overnight success: I’ve been using 1Password since 2009
1Password passes $500M in ARR, up from $400M in November 2025, driven by enterprise AI coding assistants and agents, and announces 1Password for Agents (@eschisgall / Wall Street Journal)
(Visit Techmeme dot com for the link and full context!)
Thrilled that 6 companies on this list all depend on withcrew.ai to build their GTM teams since day 0.
Cailen D'Sa retweeted
New episode of the Crew Podcast with @richiliu(former CRO at @Navan, ex-VP of Enterprise Sales at MuleSoft).
Three IPOs deep: Facebook in 2010 → MuleSoft (Salesforce’s biggest acquisition at the time) → Navan, through a pandemic and all the way to the public markets.
This one’s for founders making their first sales hire, CROs scaling past the land grab, and reps figuring out which sale they’re built for.
Cailen D'Sa retweeted
Most of America's infrastructure was built in a single generation — and designed to last fifty years. That was seventy years ago.
There has never been more to build and rebuild, and fewer surveyors every year to map what's already there.
Today we’re announcing our $34M Series A to bring civil engineering into the AI era, co-led by @firstround and @BessemerVP, with participation from @Prudence_VC and @QuietCapital.
Our AI CAD software turns 3D scans of roads, utilities and construction sites into draft drawings for surveyors and engineers at centimeter accuracy. Expanding the world’s capacity to build and maintain the infrastructure people depend on.
$500B to $1T from all the risk-free pre-orders of the Tesla roadster - Shipping in 2095
Elon Musk says he sees $SPCX annual recurring revenue to land between $500 billion and $1 trillion by the end of 2027.
Cailen D'Sa retweeted
For those who know their history, a wave of busted + delayed/cancelled IPOs was the topping signal in early/mid 2000
It's a sign that capital is becoming scarce
And when capital becomes scarce, your boom goes bust
Cailen D'Sa retweeted
If nobody wants to buy your product, AI won't fix it. Brendon Cassidy on why AI works best for companies that already have demand.
Black Monday incoming
Microsoft has pulled out of a UK data center deal with British neocloud Nscale at a critical time for the startup’s initial public offering hopes, the Telegraph reported. bloomberg.com/news/articles/…
When are people going to realize that they are the product?
Sources: Anthropic is consulting law firms on deal negotiation tactics as it develops AI agents to negotiate on humans' behalf and interact with AI counterparts (@cristinacriddle / Financial Times)
(Visit Techmeme dot com for the link and full context!)
The CEO of $CSCO said this on Sept 30, 2000 as well.
