Passer

Building PASSER in public. A market research workbench born from my own research process.

[Passer @PasserLabs]

I’ve realized I’ve been mixing too many things here: markets, technology, research notes and product ideas. All of that is part of this personal project, but the focus is clearer now.

I’m building it, and I’ll use this account as a simple build log: decisions, problems, tradeoffs and lessons from the process.

Also as a way to connect with people building their own startup, business or personal project.

[Passer @PasserLabs]

Hey @X Algorithm,

I’m looking to connect with people interested in:

- SaaS
- AI
- Product
- Backend
- DevOps
- Finantial markets
- Research
- Building in public

I’m building and sharing here!

Drop a message below and let’s connect.

[Passer @PasserLabs]

@marcelbuilds @X Happy to connect Marcel!

[Passer @PasserLabs]

@shubh19 Let’s connect.

Quick question for you: When your platform is not fully validated yet, how much do you care about performance and HA architecture?

Some say it’s too early but if my SaaS failed because I ignored the foundations, I would not forgive myself.

[Passer @PasserLabs]

@Its_lakshya_ai Hi, let’s connect.
I’m building a financial market SaaS for retail investors.
I’ll also release free architectural blueprints for builders who want to move faster, skip repetitive engineering work, and focus on shipping real products.

[Passer @PasserLabs]

@Its_lakshya_ai Agree. But a student working in a real company while studying beats both. Projects show vocation and determination. Certifications show discipline. Real work teaches you the messy part nobody puts in tutorials.

[Passer @PasserLabs]

@Dearme2_

[Passer @PasserLabs]

@WomanDefiner Grok is this true? This is the modern version of asking the mirror who is the smartest in the kingdom 😂

[Passer @PasserLabs]

Musk structured the lockup much better than a simple one time supply wall, but the supply question is still real.
Unless he announces they are mining an asteroid in the meantime, the valuation probably has to face gravity at some point.
I am curious to see how this flows through the indices now that rules were adjusted to include it.

[Passer @PasserLabs]

@SJosephBurns @BearBullTraders @DanFitzpatrick @austinsilverfx @tradesviz @Jake__Wujastyk @alphatrends @Scottrades Yes, and it's important to know the difference 👇
https://t.co/sCqsRQ7cbx

[Passer @PasserLabs]

Listen to Jansen! It's so obvious.

[Daniel @danielisdizzy]

The SaaSpocalypse narrative is starting to make less and less sense.

Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS.

Jensen Huang disagrees.

“Claude can write software.”

That’s true.

But Jensen argues that enterprises aren’t going to build their own software.

They’re going to deploy AI agents that use software tools to get work done.

“Agents won’t replace tools. Agents will use tools.”

NVIDIA is already seeing this happen.

According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing.

That’s the exact opposite of the SaaSpocalypse thesis.

[Passer @PasserLabs]

@rata_bursatil_ Te has dejado $NOW. Los worklows son la clave.

[Passer @PasserLabs]

@Thebullwhisper @Bitcoin_Teddy Not really. The difference is that a Ponzi needs an operator, promised returns, and old investors paid with new money. Bitcoin has supply/demand, fixed issuance, decentralized infrastructure, and utility.Still speculative as hell, yes. But not everything speculative is a Ponzi.

[Passer @PasserLabs]

@Mr_Derivatives I cannot understand how $MSFT this got so beaten up. As well as $NOW. Workflows will be the new bosses!

[Passer @PasserLabs]

Completely agree! The market seems obsessed with AI model race while openly dismissing workflows. Many of these companies have spent years building trust, integrations and operational dependency inside their industries.
If finally the market reads the AI like an accelerant instead of a disruptor, the re-rating could be violent.

[Passer @PasserLabs]

@ericwallerstein That's probably the irony. The less Warsh says, the more the market seems willing to fill in the blanks. Right now everyone appears convinced he is UltraHawk, but that makes me wonder where the surprise risk actually sits.

[Passer @PasserLabs]

I think you're right about the change in tone. What stands out to me is that Warsh is saying less about the future. That leaves the market with less guidance and fewer assumptions to price in.

If investors have already priced a hawkish bias, the next surprise doesn't necessarily have to be on the hawkish side. Interesting setup indeed.

[Passer @PasserLabs]

@nwabuakwu @iceman_1635 This is an unfollow 😂

[Passer @PasserLabs]

@acadictive ⭐⭐⭐ Free users are using it.

This one for me! And the testing feedback loop is endless!

[Passer @PasserLabs]

@razvanmuntian Try building with your eight-month-old daughter eating next to you while you cook dinner and one eye on the last Codex prompt. That is "my own" building style 😂

The MacBook-in-Starbucks version is just the founder cosplay.