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5 Use code: LOCKEDIN
That’s free PRO access
This is a simple representation of how an AI startup like TractionLab makes money.
Nothing too fancy just a clear subscription layer with expansion through usage
The real challenge isn't building this.... it's making it obvious enough that investors and users get it instantly..
A lot of the cultural behaviors of silicon valley in recent years can be explained by the industry increasingly attracting people who would rather be loved than feared
The venture markets are wide open for founders, but 99% of the capital is only available if you fit one of these three archetypes right now. Here's the summary of a convo @maxaltman and I had last week -
1. App Layer, AI infrastructure and a few vertically integrated AI native businesses that all have one thing in common: obscene, historically unprecedented growth rates.
Examples include: Harvey/Legora in Legal, Profound in Marketing, Replit and Lovable in software engineering and Baseten, Fireworks, Crusoe etc at the infrastructure layer. Not only are these businesses delivering historically unprecedented growth, their valuations remain reasonable by comparison to the AI ‘pure play’ labs.Loosely defined as $1 to$10m+in y1 after launch and then $10m to$100m+ in y2.
These reasonable valuations reflect anxiety among investors that these new markets are not yet settled; that the revenue could contract as easily as it grew. Because this anxiety is depressing valuations evenly across the market, the most obvious opportunity for venture investors right now is to determine which of these high-growers have actually built durable moats. Those that have done so are effectively ‘on sale’ right now.
2. The Hand of God Companies - The megafunds and the titans who lead them are now structurally influential enough to occasionally preordain a business in a valuable category. The hit rates of such businesses are not 100% but they are systematically higher and, as such, appear ‘overpriced’ at every round despite being sound investments.
These businesses often require significantly more upfront capital than the market would normally accept at each early stage of risk but exist in categories so large that any new winner is obviously extremely valuable. This is real alpha creation by the top firms and to deny this reality is to deny the simplest way to make money in venture today.
3. Speculative AI labs - effectively cargo cults hoping to summon new labs into existence. There are currently ~200 neolabs, all raising up rounds on ideas alone, many without yet-released models. VCs are buying numerous versions of the OpenAI/Anthropic lottery ticket.
This segment of the market has the tactile sensation of 2021: high entry prices, valuations dictated by narrative (though not a guarantee of the same outcome). There will be new frontier labs and the overall returns will justify the endeavor, but the loss ratios will be legendary.
Replyrate just leveled up
ReplyRate just moved off Telegram and onto the web: https://t.co/j9y5SdSviu
Paste your cold email. Get a score out of 100. Get 3 rewrites built to actually land replies.
One of the startups I invested in just raised $200M at a $5.2B valuation.
I backed @mercury while I was still in Nigeria; no proximity, no special access, just belief in the mission.
My investment? A small check through @Wefunder
The lesson is simple:
You don’t need to be rich.
You don’t need to live in the US.
You just need to start.
Platforms like Wefunder, Republic, AngelList, and StartEngine make it possible to invest from as little as $100.
Start small. Start early.
Because one decision today can compound into something massive tomorrow.
@Seannywilson When you see "SDR roles open 60+ days," do you find that the pitch changes based on WHICH part of their outbound is broken?
Like, is it usually:
A) Domain/deliverability issue
B) Copy/offer issue (landing but getting ignored)
C) List quality issue (talking to wrong people)
Or
@1752vc We are building ReplyRate, a free telegram bot that scores your cold emails, tells you why they fail, and rewrites them for maximum replies. Free Telegram bot for agencies and freelancers.
https://t.co/R5FlQDB5s7
@ZaidAD_ Most people fix #2 alone and see 40% improvement. But you're right, they quit after 1 batch and declare it dead.
We're building ReplyRate to help people diagnose which of these 5 is killing them specifically. Tired of people blaming the channel when the execution is fixable.
I asked founders, agency owners, SDRs, and freelancers to share their real cold email struggles.
I noted everything down.
Then we built a bot around the patterns.
So we built ReplyRate
A bot that analyzes cold emails, rewrites weak copy, and improves personalization
I asked founders, agency owners, SDRs, and freelancers to share their real cold email struggles.
I noted everything down.
Then we built a bot around the patterns.
So we built ReplyRate
A bot that analyzes cold emails, rewrites weak copy, and improves personalization
The natural response to most cold emails is “No.”
But to a skilled negotiator, that “No” is simply the beginning of the conversation.
Maybe you’re just in the top 1% if your very first cold email gets an immediate “Yes.”
🚨 1 MONTH FREE PRO ACCESS FOR COLD EMAIL FIXES
Want better reply rates and cleaner campaigns?
Here’s how to unlock 1 month FREE:
1. Go to https://t.co/R5FlQDB5s7
2. Start the bot
3. Tap “Upgrade to PRO”
4. Select “Enter Promo Code”
5 Use code: LOCKEDIN
That’s free PRO access
🚨 1 MONTH FREE PRO ACCESS FOR COLD EMAIL FIXES
Want better reply rates and cleaner campaigns?
Here’s how to unlock 1 month FREE:
1. Go to https://t.co/R5FlQDB5s7
2. Start the bot
3. Tap “Upgrade to PRO”
4. Select “Enter Promo Code”
5 Use code: LOCKEDIN
That’s free PRO access
Built "ReplyRateBot" on telegram, scores your cold email before you send it and tells you exactly why
it'll get ignored 📩
Check it out:
https://t.co/W2YQieQJgC