Emod

Director of marketing @Boxdomains & @Getdotinc

[Emod @EmodVafa]

We used to build cars like they were horse carriages.
Because we couldn’t imagine anything else.
Took decades to get to Tesla.

We’re doing the same with AI now. 👇

[Emod @EmodVafa]

Most Businesses these days:
Monthly: $100K rev , $105K expenses = survival trap.
1/3 Raw Materials, 1/3 Staff, 1/3 marketing = vicious cycle.
SaaS: 80% margins, 20% CAC , Scalable
Buffett: The boat you get into matters more than how hard you row.
#Business #Marketing #SaaS #Ai

[Emod @EmodVafa]

By 2030, every business will have AI.
Customers won't search. Their AI will.
The winners won't be the companies with the biggest ad budgets. They'll be the ones AI recommends.
Your next competitor isn't ranking #1 on Google.
It's becoming AI's first recommendation. #trust #ai

[Naval @naval]

Software went from desktop-first to mobile-first, now going to agent-first.

[Future Stacked @FutureStacked]

Instead of watching a 2 hour movie, read this.

[Parker Lyman @parker_lyman]

Manus is joining Meta to bring our leading agent to billions of people.

Full story on our blog: https://t.co/jLREO4E2fo

[Jaynit @jaynitx]

In 2014, Peter Thiel gave a 1-hour masterclass on how to build a monopoly from scratch.

He broke down how:
• Google became untouchable
• PayPal beat the odds
• Facebook crushed competition

Here are 11 timeless lessons from his masterclass:

1. Create value, then capture it

[Google Flow @FlowbyGoogle]

Starting today for Google AI Ultra subscribers, creating with Nano Banana Pro in Flow means mastering the elements and the lens with precision and control.

Watch @sanchitsawaria break down how to transform a single static frame into a cinematic shot: ✅ Change focus to guide the viewer's eye ✅ Prompt "make it rain" for photo-accurate physics ✅ Animate using first and last frame while keeping the subject consistent.

Control the weather. Direct the camera.

[Emod @EmodVafa]

@Vivek4real_ So true

[Yuandong Tian @tydsh]

Very inspiring😀. I made similar points in my SilliconValley101 interview a few weeks ago (https://t.co/7GOeL3yKqQ).

The points @ilyasut made that really resonate me:

1. We still don't know how the model generalizes well. This is a fundamental missing piece and we need to do research for that.

2. Billion of years of evolution leads to a smart algorithm that is much more sample efficient than what we currently have. That's why we can learn to drive in 10 hours, and can handle complicated math/coding well, even if such tasks do not exist until hundreds of years ago.

3. Research taste is important. While we can do a lot of ablations, having a mental top-down consistent model that can hypothesize and guide what to explore next is important.

4. Think from first principles and understand how things work.

5. Scaling laws still work but it points to a pessimistic future (exponential investment for linear return). However, existing technology is already very useful and will change the world for sure.

[ℏεsam @Hesamation]

this was the most important bit of the ilya interview imo. humans are not AGI, and LLMs won’t become like humans with more scaling. humans lack a huge amount of knowledge and have insanely good “continual learning” powered by extremely good reward functions (except for addiction) that guide them. and so it’s more about the learning rather than knowledge.

the term AGI was coined as a response to the narrow AI which was only capable of intelligence in a specific domain (chess, game, code, etc) but General intelligence is able to learn different topics because that’s what “learning” is about.

pre-training was thought to be the solution to reaching AGI because you train AI on so many different topics. but they have “overshot” that target.

amazing perspective.

[Evan @StockMKTNewz]

China 🇨🇳 has taken over the car making market over just the last 5 years

[GREG ISENBERG @gregisenberg]

two types of people

[Emod @EmodVafa]

Amazing insight from the master

[Ilya Sutskever @ilyasut]

One point I made that didn’t come across:
- Scaling the current thing will keep leading to improvements. In particular, it won’t stall.
- But something important will continue to be missing.

[Haider. @haider1]

here are the most important points from today's ilya sutskever podcast:

- superintelligence in 5-20 years
- current scaling will stall hard; we're back to real research
- superintelligence = super-fast continual learner, not finished oracle
- models generalize 100x worse than humans, the biggest AGI blocker
- need completely new ML paradigm (i have ideas, can't share rn)
- AI impact will hit hard, but only after economic diffusion
- breakthroughs historically needed almost no compute
- SSI has enough focused research compute to win
- current RL already eats more compute than pre-training

[Emod @EmodVafa]

This one’s for founders, marketers, and anyone trying to actually grow in 2025 — not just keep up.

🎙️ Just dropped on the Canadian Small Business Podcast:
We dive deep into how AI is reshaping digital marketing — not in theory, but in real campaigns that generate leads, boost ROI, and cut the noise.

💡 In this episode:

Why most businesses are still stuck in outdated marketing models

How AI automation is replacing bloated teams with high-performance systems

Real strategies to scale without burning out your budget or team

The unexpected connection between clarity, mindfulness, and leadership

https://t.co/KJVZXNLd28

[Emod @EmodVafa]

This one’s for founders, marketers, and anyone trying to actually grow in 2025 — not just keep up.

🎙️ Just dropped on the Canadian Small Business Podcast:
We dive deep into how AI is reshaping digital marketing — not in theory, but in real campaigns that generate leads, boost ROI, and cut the noise.

💡 In this episode:

Why most businesses are still stuck in outdated marketing models

How AI automation is replacing bloated teams with high-performance systems

Real strategies to scale without burning out your budget or team

The unexpected connection between clarity, mindfulness, and leadership

https://t.co/KJVZXNLd28

[Emod @EmodVafa]

@PetronellaTech It's an absolutely great book.

[Dividendology @dividendology]

"Nobody buys a farm based on whether they think it’s going to rain next year. They buy because they think it’s a good investment over 10 or 20 years. It's the same with stocks. Think of stocks as a part ownership of a business. It's not that complicated."

- Warren Buffett