Howard Lerman

Founded & IPO'd @yext, @confide, @roam
Remote Work Platform: Virtual Office, AI Meeting Rooms, AI Agents & More

[Josh ツ︎ @iamgopaul]

Roam is an awesome virtual collaboration workspace. Its really convenient and easy to use. Check it out! @roam

[Luke Sheehy @_LukeSheehy]

@roam is an awesome tool!

[Howard Lerman @howard]

@virattt 👊

[Howard Lerman @howard]

@jonoringer @yext @roam Over the hill. Not a chance

[Howard Lerman @howard]

I was 25 when I founded @yext and 42 when I founded @roam .

Here's to the builders in their 40s. This is your moment. You are living proof against the trope that greatness can only be achieved in your 20s.

Age is just a number.

[Roam @roam]

@garrytan

[Howard Lerman @howard]

Looking forward to seeing @larmbrust in this YC batch 👊. cc @howdyjax

[Roam @roam]

@garrytan

[Nikesh Arora @nikesharora]

Welcome to the second half of the year.

The actions of hyperscalers in terms of their capital commitments will be key as the year proceeds, expect an uptick across the board, the demand is real.

The flip side - the funding sources will need to be from the capital markets. The largest companies will flip to negative cash flow except for one or two.

Hyperscalers have balance sheet capacity to do so (for 1-3 years), however new Frontier labs will need to go public, not sure there's more private market capital available to support their Capex needs. Of course, there's the chip guys, NVIDIA is at the party, will MU join the investment party to keep spending going?

We still need visibility for when AI revenues will start to fund much of this cash need.

Expect more advertising plays from LLMs, Token prices have to decline to drive Enterprise adoption. Expect LLMs to chase more vertical profit pools, legal, life science, expecting physical AI companies. Pure models will continue to see arbitrage with open source touching 30% usage, depth will create a better moat, breadth will commoditize. It's not a demand problem - "it's a monetization problem". Silicon valley has always built product with intensity and the market has funded adoption years.

This time it might just be too big and the market may not have capacity to fund everyone. "Darwinian moment for AI providers?"

If you are a founder, or a CEO - don't be distracted, focus on your product, how it gets better with AI. Eventually product and customer adoption will bring us to the other side, but expect a bit of a wild ride. We are still early in many PMF categories. Speed could create waste, but waiting and watching could leave us behind.

[Garry Tan @garrytan]

The founder in their 40s with taste and discernment is the new gentleman unicorn founder

Because there can be 100x to 1000x of them working at their beck and call via agents and software factories all the time

[Elon Musk @elonmusk]

🇺🇸🇺🇸 Hell yeah!! 🇺🇸🇺🇸

[Squawk Box @SquawkCNBC]

"Twitter has taken a stand by actually doing something. What you got to do is actually get to the source you've got to get to verification," says @Yext CEO @Howard "The ultimate authority on a company is the company itself for objective facts."

[Howard Lerman @howard]

God Bless America from my daughter!
Happy 250 to that land that we love! 🇺🇸

[Dr Jordan B Peterson @jordanbpeterson]

To the Americans:

I've travelled all over the world. I've familiarized myself with many places, and met many people. And I'm a Canadian, although I’m privileged to reside once again in the States.

And here's something I've noticed, and it’s a key element of America's continuing greatness:

You bloody Americans value success, and you believe in its existence.

This is something that doesn't really happen anywhere else in the world. Even in other free democracies—the United Kingdom; Finland, Sweden, and Norway; Australia, New Zealand and Canada; Germany, France, and the Netherlands (great countries all)—a counterproductive cynicism too often reigns.

Success is equated with exploitation.
Ambition is looked upon with contempt.

This happens sometimes in the United States too—particularly among the miserable progressives, who confuse their resentment, ingratitude and unearned skepticism with wisdom.

But in your great country, by and large, striving is admired and success celebrated.

This means that more people strive and succeed in the US than anywhere else. And it's increasingly obvious. You remain stunningly more innovative and productive than any people anywhere else on the planet.

And so I say, as all should who are fortunate enough to live in the western world, let alone America:

Thank God for the United States.

Thank God for the wisdom of its founders.
Thank God for its faith in the free market and in the natural rights of man.
Happy birthday, you damn Yankees and Southerners.

Long may your admirable country dominate the world.

Long may your freedom and hope provide an example to those suffering everywhere at the hands of their malevolent states.

May your two and a half centuries of unparallelled success be just the beginning.

Your country is the light of the world, and the city on the hill.

Thank God for the USA.

Happy 250th.

Dr. Jordan B. Peterson

[Merriam-Webster @MerriamWebster]

Why is it ‘cancelled’ in the U.K. but ‘canceled’ in the U.S.?

Because we gave them that L in 1776.

[Brent Saunders @brentlsaunders]

Happy 4th of July.

America was born because people stopped waiting for a broken system to fix itself.

That is leadership.

Not managing around dysfunction.
Not accepting bureaucracy as inevitable.
Not confusing patience with wisdom.

Leadership is seeing that the old way is too slow, too complex, or no longer good enough, and having the courage to change it.

Happy birthday America 🇺🇸

[Howard Lerman @howard]

USA 250 🇺🇸

God Bless America. The greatest country of all time.

Let us choose interplanetary civilization, abundance and e/acc ... not wretched socialism.

[Howard Lerman @howard]

Motion to switch USA National Anthem to Country Roads

[Elon Musk @elonmusk]

@FoxNews Mamdani has built nothing. He is a taker, never a maker.

[Nathan Ruff @TheNathanRuff]

Ideally I just go to agency conferences and share how life changing @roam is

If not I’ll just do that but for my dashboard.

[Howard Lerman @howard]

Bending Spoons 2025 FCF: $290m
Yext 2025 FCF: $48m

Bending Spoons Market Cap: $26B
Yext Market Cap: $496m

Bending Spoons: 89x for AOL
Yext: 10x for AI Search

I am a buyer of SpaceX at 100x for energy and compute but AOL at 100x?

@michaelpwalrath any thoughts?