Samuel Roach

Born to rock, made to sell enterprise SaaS. Posting things I learn along the way here

[Samuel Roach @Samuel__Paul]

@Jason @chamath @LAUNCH So good!

[Samuel Roach @Samuel__Paul]

@SenWarren Skill issue.

[Samuel Roach @Samuel__Paul]

6 days after Anthropic published a blog post urging the world to be more cautious in shipping frontier AI, they kindly shipped the latest frontier AI.

Which, in addition to being the smartest model, will likely be the most expensive (once it leaves the Claude Max plan on June 22nd). The believers see the 'good' and 'responsible' actors in a sea of techbro lizards. The skeptics see classic virtue signalling and attempted regulatory capture ahead of the IPO (S-1 filed June 1).

I don't really care.

The acceleration of AI is inevitable. So is the need for a return. At some point the trillions invested into AI companies (ours included) have to generate multiplied value for the customers and shareholders backing them. Opus 4.8 is probably more 'intelligent' than every salesperson on earth combined. Doesn't mean it can book your calendar.

Model intelligence is miles ahead of enterprise's ability to turn it into actual P&L impact. And that gap isn't a model problem. It's orchestration, context, evals. Intelligence is becoming the cheap part. The focused people and platforms that turn it into real business outcomes are the scarce part. And that's not changing anytime soon.

[Samuel Roach @Samuel__Paul]

@finlayekins What a counter 🤣

[Samuel Roach @Samuel__Paul]

How can the ASIC website be this bad? It’s hosted on a microwave.

[Samuel Roach @Samuel__Paul]

@jmwind Awesome. Was the agent built in house?

[Samuel Roach @Samuel__Paul]

@batkomichael Does any of that matter if we want to retain our aus citizenship tho? Asking for a friend 🤣🤣

[Samuel Roach @Samuel__Paul]

Ai capability is increasingly ahead the ability of businesses to adopt it.

OpenAI kicking off The Deployment Company continues to reinforce that this is truly the greatest opportunity of all time.

The TAM isn’t just software - it’s services and software (roughly 6x the global software spend.)

[Samuel Roach @Samuel__Paul]

Is there a name for the anxiety you get when your agents aren’t working on something?

Also - has anyone figured out tasks for agents to work on while we’re asleep? I’m yet to find an impactful task (that doesn’t go totally off the rails) that last longer than 20 mins before needing a human judgement injection.

[Samuel Roach @Samuel__Paul]

@sickdotdev AI will take a good 3-5 years to come close to the level of disruption the frontier CEOs talk about, and will create an extraordinary amount of of new roles and value along the process way.

[Samuel Roach @Samuel__Paul]

@NYCMayor This always ends really well 👍

[Samuel Roach @Samuel__Paul]

@pumfleet @calcom Wow. @Brad_Bond

[Samuel Roach @Samuel__Paul]

100%. Every business in the world is needing to install an AI operating model. SMEs, especially, need to be handheld, not just given a login. HR for AI agents, where AI native firms with their own orchestration layers/methodologies/marketplace of talent can actually help businesses engineer the context and orchestration required to drive truly compounding outcomes.

Those that do will generate an alpha impossible to close.

Ofc, new AI-native entrants will have an unfair advantage, but in a world where distribution is the moat, working to transform (and even roll-up) existing businesses is a historic opportunity.

What a time to be alive!

[Samuel Roach @Samuel__Paul]

@trikcode I don't mind linkedin lol

[Samuel Roach @Samuel__Paul]

This is the way

[Ann Miura-Ko 🦖 @annimaniac]

https://t.co/4ldHxyh6KD

[Samuel Roach @Samuel__Paul]

Companies that install a true AI-native operating model will generate a compounding edge that will be impossible to close by those who don't.

[Samuel Roach @Samuel__Paul]

@iamjasonlevin Soc tuah is hysterical 🤣

[Samuel Roach @Samuel__Paul]

Holy shit how is it March already

[Samuel Roach @Samuel__Paul]

People will still want to engage with stuff made by people about people for people. It’s part of the experience, if not the whole experience.

But 100% agree, it will be but one experience in an exponentially increasing sea of ‘synthetic’ experience that will also be awesome. Transparency and provenance will be important.

It is and will be a wild ride…!

[Samuel Roach @Samuel__Paul]

We are entering a very different internet in 2026.

For most of the last 20 years, we assumed that image, audio, and video that looked real was real.

That assumption is breaking.

As Adam Mosseri recently noted, platforms like Instagram will do good work identifying AI-generated content, but they will get worse at it over time as the technology improves.

This creates a new reality for brands and creators.

The last of whatever trust remained in content itself is migrating to the entity posting it.

We are already seeing the shift:

Audiences starting with skepticism, not belief
Screenshots, remixes, and AI edits spreading faster than sources
Platforms becoming probabilistic judges of authenticity
Brands losing control of their voice outside owned channels

Trust and money are flowing to creators who are transparent in how they create, authentically creative, and consistent.

Content integrity, provable governance of how assets are made and approved, is becoming mandatory infrastructure in 2026.

Content integrity is no longer an abstract value. It is becoming mandatory infrastructure for brands wanting to win in the zero-trust content economy.