The trades can build anything... except the software they run on.
That changes today. We've raised $9.2M to build Dalton Mills.
Software has spent its whole history getting closer to the people who do the work.
First, the system of record. Software you stored your business in.
Then, the agentic era. Software that did the work for you.
Now, the bespoke era. Agentic software you build yourself, without code.
Each era closed the gap and this one closes it for good. Software can finally work around your business, instead of you bending your business to make it fit.
You ran on software made for everyone… never for you.
That's over.
Welcome to @DaltonMillsAI.
Let the builders build!
Agents can file the ticket, but you still need humans (with trade skills) to show up and do the work!
Huge shout out to @Muse and @Verizon for making this a seamless process.
It was fixed in 24 hours and the process from agent ticket to human fix was incredible.
The future is going to be so exiting. 💪
I’m slowly cleaning up the suburbs with Muse.
Saw this mess of wires on a pole. Took a picture and asked Muse to contact Verizon to get them cleaned up.
It went to their website and got to work.
There is a 0% chance I would’ve sat in a Verizon support chat over this. I would’ve just been mildly annoyed every time I walked past it for the next five years.
“Someone should do something about that” is now a prompt.
🤝 @alexandr_wang
OpenAI launched dots today, a Grok Bot competitor.
But @elonmusk pulled the ultimate troll move.
@SpaceXAI bought dot. com and redirected it to Grok Bot.
Unreal. Let the games begin (or i guess keep going).
I’m slowly cleaning up the suburbs with Muse.
Saw this mess of wires on a pole. Took a picture and asked Muse to contact Verizon to get them cleaned up.
It went to their website and got to work.
There is a 0% chance I would’ve sat in a Verizon support chat over this. I would’ve just been mildly annoyed every time I walked past it for the next five years.
“Someone should do something about that” is now a prompt.
🤝 @alexandr_wang
I’ll explain the new Pro 200 plan differently, before I start live tweeting from DevDay on things that are going out!
Today we are going to ship a number of things that increase what you can do across the Plus and Pro plans. A lot of compute is online for this increase. As we increase the floor, we are changing the relative difference between plans to be
Plus = 1X
Pro 100 = 5X
Pro 200 = 10X
and we are reopening subscriptions for Pro 200 (we had paused it). If you have an existing plan you will keep the 20X multiplier for a bit and also receive a lot of additional credits because we know changes are hard even if it means that everyone will get more in the end.
Does anyone else get the fake OpenAI employee and/or fake Bloomberg reporter DMs on X all the time?
The messages are always obviously some sort of bot, but I am sure tons of people fall for the scam.
A trades business owner gave me an... interesting explanation for why he’d become so self-sufficient with his software:
“I'm like a deer that got shot in the leg and learned how to live with three legs.”
He’d built his own tools, figured out the manual workarounds and yet... kept paying his current software company.
From their side, he probably looks like a great customer.
He renews, knows the product, and doesn’t need much help.
Meanwhile, he’s doing the work manually, that the software was supposed to take off his plate.
That’s what makes this so easy for product teams to miss.
- The invoice eventually goes out.
- The crew gets to the job.
- The customer gets called back.
- The system records the outcome.
But the software doesn’t see that the owner is spending his evening making sure it happened and reviewing quotes by hand.
Now imagine putting an AI agent on top of that workflow without understanding everything he does to keep it running.
You could automate the visible steps and miss the judgment, checking and cleanup that made them reliable.
Before asking how much work AI can take over, I’d ask how much work the customer is already doing on behalf of the software.
That's where the opportunity is.
Wow @AnthropicAI's IPO prospectus leaked to @Reuters
- '25 revenue: $4.59B, up 12x from $386M
- Q2 '26 revenue alone ($11.5B+ per @business) was 2.5x all of '25
- Operating loss: $8.1B
- Net loss: $42B, but ~$34B is a non-cash charge on financing that converts to equity
- Compute: $7.3B, 1.6x revenue
- $518B in compute/infra obligations
- $20.3B cash at YE
Eyeing a $2T+ valuation
https://t.co/WCk33aCi2e