Joseph Wilkinson

Built SaaS companies to $100m+ in ARR | Now advising and coaching PLG SaaS at $100k to $3M | Free growth toolkit 👉🏼

[Joseph Wilkinson @J_wilkinson]

Whoa - I'm back.

[Joseph Wilkinson @J_wilkinson]

Most things actually are this simple

[Jocko Willink @jockowillink]

Set the alarm clock.
Get out of bed when it goes off.

[Joseph Wilkinson @J_wilkinson]

Productivity is not doing everything.

It's doing the one thing that matters.

[Joseph Wilkinson @J_wilkinson]

@SergioRocks In fact number 1 almost feels counter to US VC funding.

[Joseph Wilkinson @J_wilkinson]

@SergioRocks Why do you think one and two have changed? Three seems the one that’s mainly influenced by US VC funding.

[Joseph Wilkinson @J_wilkinson]

@TrentMano Did you check out their exclusive strategy? Curious if it actually fit the VC business.

[Joseph Wilkinson @J_wilkinson]

@krunalr3 @ParvSondhi Yep!

[Joseph Wilkinson @J_wilkinson]

@eriktorenberg @tylercowen Fred Wilson did the post a day for a long time also

[Joseph Wilkinson @J_wilkinson]

@justingordon212 Easy choice.

[Joseph Wilkinson @J_wilkinson]

https://t.co/93FScMkNxe

[Peter Yang @petergyang]

I think many AI application startups are entering the trough of disillusionment.

3 observations:

1/ Too many AI tools

Those clickbait threads about "1,000 amazing AI tools that you must try" are a bear signal.

The fact that databases with 1,000+ dedicated AI tools exist shows that the market has become too frothy.

The best AI tools that I've seen are built into existing apps with P/M fit - e.g., @superhuman, @googledocs, @NotionHQ, @coda_hq.

2/ Inflated valuations

Jasper is an AI startup that raised $125M at $1.5B valuation in October 2022.

A week ago, it cut staff to focus on helping "marketing teams at mid-size and enterprise companies."

More focus is great and I hope that Jasper can build a sustainable business. But $1.5B is an extremely difficult valuation to live up to.

Unicorn status isn't always a good thing.

3/ A bright spot - AI tools from indie makers

A bright spot is niche AI tools built by indie makers.

For example, Audiopen by @louispereira is an amazing tool for converting your raw voice transcripts into clear text. I use it every week.

These tools are growing nicely without having inflated valuations or expectations.

Follow me @petergyang if you enjoyed these observations and share your thoughts in the replies.

It'll be interesting to see how all this plays out over the next few months.

[Joseph Wilkinson @J_wilkinson]

The thing about AI right now.

Is unlike other recent tech trends people are telling you we aren’t in a hype cycle.

But we are.

New technology always goes through it.

Expect people to start questioning it real soon. When they do - stay optimistic.

[Joseph Wilkinson @J_wilkinson]

https://t.co/7mLa3U5ylu

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

I was into it for a few weeks and then basically stopped using it.

[Joseph Wilkinson @J_wilkinson]

@enlightenedcoop @UsingLyft check out John Vaillants The Tiger. Very well written and will completely change your mind about tigers

[Joseph Wilkinson @J_wilkinson]

@FoundersPodcast That would be very cool. Who would be in your list for each?

[Joseph Wilkinson @J_wilkinson]

Somehow the “scientists” main form for rebuttal today is posting a statement from the other side, yelling that it’s obviously stupid, and expecting that’s the extent their argument needs to take.

[Joseph Wilkinson @J_wilkinson]

@dklineii Siddhartha

[Joseph Wilkinson @J_wilkinson]

What if basketball adopted the same clock rules as soccer?

[Joseph Wilkinson @J_wilkinson]

@lukeburgis any insight here for further reading?

[Joseph Wilkinson @J_wilkinson]

Has Girard every addressed how other religions that exist today have addressed the same fundamental questions that Catholicism seemed to do?

For example - Jesus very much represents some of the ideals espoused in buddhism. Is that too an anti-mimetic religion. If not, why not?

[Joseph Wilkinson @J_wilkinson]

@satoshei happy to switch to DMs if you'd prefer also

[Joseph Wilkinson @J_wilkinson]

@satoshei Would you mind sharing more?