John Weathers

Founder @ | EDI integrations live in 10 days | Helping brands scale wholesale without the technical headache

[Chamath Palihapitiya @chamath]

The empirical scorecard on AI thus far is very positive:

1) increases US GDP by 25-50%
2) is expanding our collective knowledge of science, math and physics
3) is up-leveling labor

Related to (3) above, this announcement from Meta is really amazing. If they can take a US median income worker ($50k), train them and then place them into a $100k+ job it’s transformational.

If done at scale, across all of the planned AI infrastructure buildout in America, this is upwards of 1MM jobs.

Doubling the median income of 1MM Americans is nothing short of an economic miracle.

Let’s hope more companies follow suit and this becomes a defacto part of America’s industrial policy.

[Alex Imas @alexolegimas]

This highlights a few under-appreciated aspects of AI and growth. 1) an increase from 2 to 2.5% growth has HUGE economic implications (and I think it’ll be higher). It may seem like a small number but given the size of an advanced economy like the US, this will lead to large and visible changes to well being. 2) disruptive technology shocks are *necessary* to sustain growth. Without disruptive shocks, growth doesn’t stay steady, there is sclerosis in the economy and it will stagnate and eventually shrink. Unlike what some folks like to argue, this would be a *very bad thing*—most of our social programs and public goods depend on sustained or increasing growth.

[Séb Krier @sebkrier]

I really loved this article. A one-time increase in per capita growth from 2% to 2.1% for a single year, then dropping back to 2%, would permanently raises the level of GDP per capita - and because that small gain recurs and compounds every year afterward across the population, it would add up to roughly a trillion dollars in cumulative value. https://t.co/aaUHcLslRd

When people talk about pausing AI development, I can't help but think about the enormous cumulative value that would get lost over time, the higher rates of absolute poverty that would persist across the world, and the needless deaths from delayed medical advances. There may be worlds where some version of this is something to consider, but the evidentiary bar for delaying technological development should obviously be pretty high.

[Chamath Palihapitiya @chamath]

Institutions are inefficient.

Experts are overrated.

Capital should flow toward builders.

Technology compounds.

Independent thinking wins.

[John Weathers @JohnWeathersNow]

Agree @levie 1000%

SaaS isn’t going anywhere. Ai/agents are a large % of the new stack…..#SaaSai 😃 is going to accelerate fast…where do multiples land for this new #SaaSai? 🤔 idk

Many legacy products get eaten along the way: ERPs/CRMs etc, yet TAM for #SaaSai native products is going to make prior TAM for legacy SaaS look like a market test….

Really good time to consider what #SaaSai software stocks to own for the next 3-5 years. New foundation building in-progress by every organization in the world.

Believe products like Foundry (#PLTR) for example begin to eat at #ORCL enterprise software market share.

Many great software stocks to own. Databricks is going to be one of the next core #SaaSai products that powers this new foundational ai architecture.

[Aaron Levie @levie]

This is what the market got wrong about AI eating enterprise software. Building good software in the past was very hard. Yes, AI has made that a bit easier, though it’s still hard to build something that’s got good taste, differentiated, high quality, secure, and so on.

But nevertheless, that’s only one component of building a platform that enterprises rely on. The plurality of costs in most enterprise software companies is actually on GTM, because at scale most enterprise software categories are tough to break into and need a heavy amount of consultative selling and support for implementation and integration of solutions.

AI hasn’t reduced the need for that, and in many cases requires it even more now, as landscapes get even more busy and complicated for buyers to navigate through. If you make one thing cheaper and more abundant (development of software) then the new problem of discoverability and market differentiation (GTM) becomes the hardest part.

[John Weathers @JohnWeathersNow]

@YoussefElbatal_ @hamedaim Will do Tx

[John Weathers @JohnWeathersNow]

@bigdog1497 Thank you for your contribution Jim

[John Weathers @JohnWeathersNow]

The best fact based economic projection conversation I’ve seen re AI impact to economy and specifically JOBS.

What do you think: if AI automates 97% of the tasks/work humans perform today, the remaining 3% continues to support human employment levels we see today? I say yes.

https://t.co/W9rLNE7ysE

Incredible data and insight here. Ty Prof @ChadJonesEcon (Stanford)

@chamath @kevinolearytv @Jason @DavidSacks please review this, extremely useful FACTS explained in a very intuitive format—I watch legacy media hitting you on every interview with AI dooms day / job loss scenarios. This data needs to be shared.

[John Weathers @JohnWeathersNow]

@mcuban @VivekGaripalli Exactly right Mark

[John Weathers @JohnWeathersNow]

Truth, mastering your domain/craft as a leader has never been more important. If a leader doesn’t fundamentally understand how to problem solve at every layer across the organization—very hard to build and execute a wholistic vision. #ai #aiagents

[Brivael Le Pogam @brivael]

La plupart des grandes boîtes sont des organisations zombies. Voici pourquoi.

Dans League of Legends, ton rang n'est pas un titre. C'est une mesure continue. Tu es Master parce que tu joues comme un Master cette semaine. Si tu arrêtes de bosser, tu redescends. Diamond. Platine. Gold. Le système ne te doit rien : ton rang reflète ta compétence à l'instant T, pas celle d'il y a trois ans.

Maintenant regarde une entreprise classique du S&P 500. Un type devient VP parce qu'il a été excellent à 35 ans. À 50 ans, il est toujours VP. Entre-temps, il a peut-être arrêté de produire, arrêté d'apprendre, arrêté de challenger ses modèles mentaux. Aucune importance : le titre est acquis. La hiérarchie pyramidale fonctionne comme un cliquet — tu montes, tu ne redescends pas. Ton elo organisationnel est gelé au pic de ta carrière.

C'est une aberration darwinienne. Ces structures distribuent l'autorité selon la compétence passée, et la compétence passée est un très mauvais prédicteur de la compétence présente — surtout dans un monde qui change vite.

Les jeux compétitifs ont résolu ce problème il y a vingt ans. Le elo se recalcule à chaque partie. La hiérarchie reflète la performance réelle, pas le souvenir d'une performance. C'est brutal, et c'est précisément pour ça que ça marche : les meilleurs joueurs sont vraiment les meilleurs joueurs, pas ceux qui ont été bons en 2008.

L'IA rend cette aberration létale. Quand une équipe de 12 personnes avec les bons outils peut produire ce que produisait un département de 200, le coût d'un VP qui ne produit plus n'est plus seulement son salaire — c'est le delta entre ce qu'il bloque et ce qu'une organisation méritocratique débloquerait. Ce delta explose chaque mois.

Regardez le marché. Le S&P 500 n'existe plus vraiment. Il y a le S&P 7 (Nvidia, Microsoft, Apple, Google, Amazon, Meta, Tesla) qui capte la quasi-totalité de la création de valeur, et 493 zombies qui maintiennent leur cap par inertie comptable. Les zombies partagent une caractéristique : la compétence n'y circule pas. Elle s'y cristallise en titres, en territoires, en process de protection.

Les boîtes qui vont émerger dans les dix prochaines années auront une propriété structurelle nouvelle : l'autorité y sera révocable en continu. La compétence présente sera la seule monnaie. Plus de rentes de titre. Plus de comités. Plus de "j'ai mérité ma position en 2015". Tu produis maintenant ou tu sors du ladder.

C'est pas une question d'idéologie. C'est juste que dans un environnement où l'IA divise par 50 le coût d'exécution, les organisations qui protègent l'incompétence acquise se font oblitérer par celles qui ne la protègent pas.

Tout est à réinventer. Et c'est exactement ce qui rend le moment fascinant.

[John Weathers @JohnWeathersNow]

Pretty good summary of what we see regularly, public & private co’s. Even across the Big 4++. Turns out implementation of AI is going to be one of the hardest tech challenges any enterprise faces. Most have largely failed with the last wave of tech, financial systems, ERPs, CRMs, integration and data strategy/execution. Refactoring to build the foundations for an agentic future will be much harder and longer path for many/most. Size/scale of an organization only makes the journey more challenging. All of this being said—the efficiency/productivity opportunity is massive. #ai #aiagent

[Jake Wintermute 🧬/acc @SynBio1]

Met a guy at a party who called himself the “head of AI” at a mid-sized and well financed company

Oh so you build AI tools? No, I can’t code. Oh so you buy AI tools and deploy them internally? No the IT team does that. Oh so you set corporate AI strategy? Not really.

As far as I can tell, this man’s job is to

1) Be the kind of rich-looking older gentleman that boomer execs take seriously

2) Spoon-feed those execs AI takes that were ice cold on X six months ago and coach them about how to repeat them in public

This experience has radicalized me.

This person’s job is proof to me that corporate America is not just clueless about AI, they are paying lots of money to fake it

This guy’s company and many more like it are going to get obliterated by companies run by 25 year olds and staffed with agent swarms

[John Weathers @JohnWeathersNow]

@slantchev You should focus on cleaning up your failing state sir—you have no idea what you are talking about

[John Weathers @JohnWeathersNow]

@LoganTGott Funnel

[John Weathers @JohnWeathersNow]

@marcodendis Here, let’s go!

[John Weathers @JohnWeathersNow]

@compliantvc lol

[Pavel Durov @durov]

🇦🇪 Dubai is full of traffic and crowds again. Already missing the Iranian fireworks — they helped clear the city of the easily impressed.

The UAE’s air defenses proved excellent under fire. For 0% tax, we get better protection than Europeans paying 50%.

[John Weathers @JohnWeathersNow]

1) There is this strange concept called “distribution”. May be a very economical way to gain instant distribution/scale.

2) Ability to put humanoids on the Uber platform could be an interesting outcome.

3) 200m riders, 9m drivers/vehicles. Allowing individuals to buy/own EV assets on this network? Airbnb for EVs?