OpenAI just stole our entire company’s premise. Been working on this for 2 years.
Not sad. Flattered. Imitation is the most sincere form of flattery.
End of the line for us though.
Call it Sibble’s law:
The price of artificial intelligence tokens will continue lowering until they approach or are below the marginal cost of producing those tokens (electricity).
There’s no profits to be found here.
@TheGeorgePu Founder events are for the performative people who want to be founders but not grind it out. I never go. They are useless.
You should be focused on delivering product and generating revenue.
Founder events do neither of those things.
@FrancescoCiull4 I use Claude code almost exclusively. I am very happy.
I will say there was a learning curve and I learn new things every day. It requires quite a bit of technical knowledge to use properly.
The only thing you need to know about women and what they think about sex is how every female comedian makes a successful career making disgusting, crass jokes about their vaginas.
VCs: "wow look at all these cool AI vibecoding apps! Replit! Lovable! Bolt! $0 to $100m in 1-2 years! Yeah gross margins suck but so what! They're going to be huge.... oooh wait, look at all these awesome agent companies! $10M seed round pre-product? Sure why not!"
OpenAI: "ummm hello?"
Foundation models and systems of record are the only ones with a moat. Everyone else is a wrapper. It sucks because many have built really thoughtful, deeply complex products, but I’m not sure that matters anymore.
OpenAI's agent build looks bad *today* because it's a prototype. But it’s a shot across the bow. They’re the chocolate *and* the wrapper. Who cares if the wrapper doesn’t have pretty colors?
Everyone building AI-native software should treat this as the existential threat it is.
It’s amazing that Joker came out in 2019 and was a smash hit because it resonated so much about the downfall of society, specifically in cities.
And now everyone pretends it’s not happening.
So odd
An open question was answered today - "what will the AI-native distribution channel be?"
It looks like ChatGPT will be that channel with 800M active users + the Apps SDK.
This is likely as important as Steve Jobs announcing the app store in March of 2008 ...