Andrew

Data storytelling @ Graphy | 🏃‍♂️📚 🍄 🌱 🌍 📷

[Josh Miller @joshm]

“Rules” of our industry are changing as fast as the underlying technology, and I can’t stop thinking about it:

1. Cursor had hockey stick growth and a $60 billion outcome… despite arguably falling behind Claude Code & Codex (not saying I agree but some would argue). What does that imply about value/TAM concentration in a small number of categories? For example, what does that suggest the terminal value will be of the #3 largest player in the “Claude Code for the all Knowledge Workers” market?

2. Now a single person (or two) can build a genuinely novel and valuable product for a fraction of the cost in a fraction of the time. People talk about the “one person company worth $1 billion,” but what does this mean for the venture capital model? Is selling 10-20% in your first round of financing “worth it” if capital is no longer a bottleneck to growth? If no, what are capital structures that require less dilution and rely more on dividends to founding capital? (Please DM me if you’re a founder who wants to experiment here for your next idea.)

3. Scaled, mature software services — notably, GitHub — are now going down and buckling under the load of AI agent usage. If the future is headless AI apps that primarily serve AI agents, then how do “apps as infra” become priced? What’s the value of a database that plays nicely with an AI agent harness? Are there new monetization models you can layer on top of lower margin “apps for agents” revenue? Or in a world where latency, consistency, and up-time matters more than ever, do you pay for an extra percentage point of edge, just like Wall Street firms co-locate servers?

My mother-in-law once bought me a piece of art with the famous French quote, “Patience and time do more than force and rage.” In this moment, it feels like value will accrue to people who don’t rush to jam this new technology into the old industry norms and worldviews. My instinct is that people who think creatively and *originally* about how the new world will work are gonna do great. Even AI maximalists are underselling the second order effects of what’s happening right now, at least in our little corner of the world in tech.

Super exciting what new types of value and experience are about to be brought into the world tho! We need some fresh ideas…

[haris @haris_chc]

human optimism has risen again

[Grant Lee @thisisgrantlee]

There's a hidden tax on every knowledge worker in the world, and nobody talks about it:

The design tax.

You're a strategist, a sales lead, a marketer. You were hired for what you know. But every meeting, every pitch, every proposal expects you to show up with something that looks like a designer made it.

I lived this. Before Gamma, I spent time in consulting and investment banking. I spent more hours formatting slides than the analysis that went into them.

When my cofounders and I started Gamma, we asked: what if you never had to be a designer in the first place?

Five years and nearly 100 million users later, we've refunded billions of hours of the design tax.

Today, we're eliminating it for good with our biggest launch ever.

Gamma Imagine — a powerful, AI-native visual creation tool directly in Gamma. Posters, logos, infographics, visuals from a single prompt. On brand, every time.

AI-Native Templates. Templates were supposed to save you from design work. Instead you spent the time filling them in. So we completely rebuilt the template experience. Modify a whole deck with a single prompt, with your brand and style intact every time.

Gamma Connectors. You're already thinking in ChatGPT and Claude. Now Gamma sits inside the most popular work apps in the world. No more context-switching.

You were hired for your ideas, not to resize text boxes. Let Gamma pay the design tax.

[Graphy @GraphyHQ]

BIG NEWS! We’re launching the Graphy Developer Platform.

[Andrew @andrewcr77]

Only once you start doing something do you truly appreciate its difficulty and the achievements of those already engaged in it.

Perspectives shift as soon as you step into the arena.

[alexwang @moondrencht]

Today, we're proud to launch Wilson to the world – your very own legal superagent.

Think Cursor for legal contracts.

To celebrate our launch, we're giving away a month of our Pro plan for free -- comment "Wilson" and we will send you a promo code.

No waitlist -- try Wilson today!

[Andrew @andrewcr77]

@heywayden MJ!

[Andrew @andrewcr77]

@learnframer @framer BLINDS 😍

[Mayuresh @mayuresh_patole]

If your reports are data heavy then Chronicle is definitely for you. I understand that most AI tools aren't because people think presentations are just pictures and text. That is exactly how we are built differently.

It may not feel fully equipped for this, but the foundation is there. eg this page is made in @Chronicle_HQ with an interactive chart from @GraphyHQ

You can use Graphy, Airtable, Google Sheets, Tableau, Looker, D3, PowerBI and many more.

[Andrew @andrewcr77]

The things you DCA into, beyond long-term gains, might also benefit you in the short term.

For example, regular exercise offers immediate advantages that can enhance your productivity. The same applies to eating well.

[Andrew @andrewcr77]

I'm starting to categorise areas of my life into 2 buckets:

1️⃣ DCA'ing, small & compounding
2️⃣ Overindexing, all in

(DCA stands for Dollar Cost Averaging, a financial term for investing a small amount regularly.)

[Andrew @andrewcr77]

Trying to go all in on too many things doesn't work.

Trying to do a middle job across many things won't allow you the ability to excel in anything.

Don't ignore the DCA'ing, compounding is incredibly powerful. These things might be more for your future self.

[Andrew @andrewcr77]

@SheyaBasak2612 @framer Cool scroll

[Andrew @andrewcr77]

“Failure is simply the opportunity to begin again, this time more intelligently." - Henry Ford

[Andrew @andrewcr77]

"So this is the difference between telling a story and being in one, he thought numbly, the fear." - The Name of the Wind, Patrick Rothfuss

[Andrew @andrewcr77]

Starting to really enjoy Threads at the moment. Think it's the format & attention to detail.

I like what the text-first approach brings, the large image quality, & small touches like being able to put images together.

It seems to be where photographers & runners are, too. 👌