We've grown 3x since April, crossed X M in ARR, and are hiring more folks to join our small lean team The only requirement for us is you are AI native, can spend more than $20k a month in tokens, and can figure things out in an extremely fast paced environment We don't have a PM, we don't have issues, tickets, etc., we don't have a CRM. We operate on Slack and we operate with super high context Engineering: you have experience building recommendation systems, bidding platforms Sales: you have experience selling into enterprises while balancing super short sales cycles Support: you have experience doing support with explicit SLAs and response time thresholds You will have meaningful equity ownership, and we will work together to scale Lapis from X M ARR to XX M ARR

Dario warned about this last month but everyone thought he was lying, self fulfilling, and pumping up Anthropic IPO darioamodei dot com

Railway is compromised, rotate all API keys as soon as possible Deployments are down so don’t wait to redeploy Attackers are draining keys in real time, we didn’t lose much but can confirm this is still an active attack Stay safe friends

The more interesting thing with the roadtser is its thrust would be a much more practical car on Mars than on Earth. With one third the gravity the range would be much larger Given Elon thinks much further ahead than anyone else, won’t be surprised if he already has a fleet of vehicles for Mars in mind

Porsche Mission S is beautiful but I have no idea what the marketing team at Porsche was thinking announcing this hours before the Roadster launches The Roadster is going to be out of this world, guaranteed

Feature or bug, in terms of top platforms in all of tech history, X has to be the most impactful and least monetized app ever Elon has made this place more central to public discourse than ever before, there is no other place where world leaders, CEOs, bankers, everyone cares to have a positive image than X

An interesting consequence of mass blog generation for AEO/GEO is consumers are rapidly losing trust in AI assistants as a whole In the past 3 mos, its somewhat obvious agents are pushing these extremely spammed tools and consumers as a result are just going back to google and UGC content for their results (excluding dev tools) Faster rollout of honest ads with a sponsored tab would replace much of this. It gives companies a separate window, and lab teams can focus on removing blogs that are factually not true Also, there's very, very few users who are willing to trust an agent with a credit for any significant amount of money to be made. The way companies have positioned AI, it scares customers more than it educates them. Unless this changes, there's going to be very little volume

We're in an era where most (if not all) AI businesses are funded by zero cost of capital (venture capital) so rationally it makes sense to not think about other business models than subscriptions Like the internet, we're going to see non vc funded businesses spring up pretty soon, and for these cohorts of businesses, ads (not spammy static ads but an evolution of this) will be the only way to subsidize the massive cost that goes into serving consumers This has happened in the past too, in the 90s everyone thought the future would be subscriptions or pay-per-use and then ads came along and monetized a ton of users Even ChatGPT only has ~50 million paying subs. Even if you assume all of them will pay for the Pro plan at some point, that's only $10B a year (long shot). And they have massive penetration already. Some evolution of ads is the only way consumers can be monetized

No offense to the Zscaler mafia (OpenAI sales) but Anthropic sales is unfortunately much better Playbook sales is great if a co is selling boomer saas and enterprise buzzwords but if you're at the forefront and selling the future, you need to invent new things all the time, something playbook folks are very resistant to doing Zscaler / Snowflake are amazing cos but there's a reason why their stock has been for the most part flat over the past ~5 years

A lot of companies are optimizing to spend 80% less tokens when in fact they should be worried about not spending 80% more tokens

You either die a Post Training Researcher, or you live long enough to see yourself become the data seller

OH in the Marina: if you say Zach Frankel three times in front of a mirror every day, 10M ARR appears in your company Stripe one day

Over the next two years, we are going to see two things: - A shift in $500B worth of ad spend from Google / Meta to ChatGPT, Muse, and other LLMs - A new unlock in terms of ad surfaces, which will open up various opportunities for new display networks and ad exchanges Ad Tech is back

At scale, nothing beats paid acquisition. If you don’t use $$ raised fast enough to pour fuel on acquisition, no ultra fomo scheme can save you when competing with a competitor (Muse) who’s spending millions a day cornering the market

Come on, the larp is too obvious sometimes

Team Scott or Team Matan, this is the kind of stuff we need a TBPN 1v1 debate for