Ben Bickers

I like tech stuff - mostly retweets. Views are mine. Sales @glean, prev. Slack 💬

[signüll @signulll]

in today's keynote, apple produced this really interesting graphic that ironically outlines the core mechanics for a new type of operating system (for perhaps a new class of devices).

you can see how this moves the world from an app based ecosystem to an intent centric world.

i.e. you roughly do not need third party applications in this world at all esp when ai has the ability to construct & deconstruct interfaces / experiences on demand.

[Ben Vinegar @bentlegen]

🇨🇦 Btw Toronto has had a liquid cooling system, using cold water pulled from the bottom of Lake Ontario, since 2004

“The Well” is part of that system - beneath is a colossal water reservoir that serves as giant thermal battery

[kache @yacineMTB]

I stopped explaining that datacenters use water in a closed loop. I just nod, purse my lips and say "yeah its really bad". What's the point

[Ben Bickers @benbickers]

@nbaschez This is @glean

[Parker Ortolani @ParkerOrtolani]

this video is so damn good I miss listening to Jony talk about the things he makes like this so much, you can feel the passion regardless of what you think about the output

[Ben Bickers @benbickers]

@SawyerMerritt Wrong. This thing is beautiful, and I can’t wait to see these depreciation monsters appear for 80% off their MSRP on the used market in 2 years 🙏

[Ben Bickers @benbickers]

@dharmesh @glean is the strongest enterprise harness out there, the best model agnostic harness, and the only system of retrieval that works at scale (vs. MCP)

[Ben Bickers @benbickers]

@arenamagdotcom Ordered! Would love to attend any launch parties!

[Arjun Narayan @narayanarjun]

SpaceX drops the hypiest IPO filing and says "we believe we have identified the largest TAM in human history", and you're like, my interplanetary east India company, what delectable spice have you decided to ship across the stars, and it's like... 22 trillion dollars of b2b saas

[Maxwell Tabarrok @MTabarrok]

the machine gods are discovering new sacred geometries and you're dooming?

[dylan ツ @demian_ai]

Semianalysis published a table last night that does more for the demand side narrative than 6 months of analyst commentary lol.

Token cost vs human labor cost on 9 real internal workflows. and EVERY SINGLE ONE had ROI over 10x (most landed between 60 and 90x)

The workflow that stuck was an initiation note on $HPE, covering roadmap, balance sheet, and capex sustainability. The cost in tokens was 21,33$.
The cost in analyst time, at 20 hours and 50 dollars an hour, was 2k dollars (so ROI of 93x)

You can argue about how generalizable a single workflow is but it's hard to argue with the moment the analyst sees the receipt. The workflow does not go back. The senior analyst will not return to a process that costs 90 times more, and the junior will not be allowed to.

The reason this is not cyclical demand is the reason the cotton gin did not roll back. Once the labor cost of a task drops by 90 plus percent, the unit of work changes.

The old workflow is not slow, its gone.
The buyers of intelligence at every desk in finance, law, consulting, and biotech are about to spend the next 2 years rediscovering that they have been paying 100x more than the new floor for the same answer.

The other line in the SemiAnalysis post that stuck out was that banks are not using this yet. Most enterprises are not. The token bill of the next 24 months is going to be funded by people who saw a 21 dollar receipt and could not unsee it.

The demand curve does not bend until the supply curve does

[Neil Dhruva @neildhruva]

500% NDR is insane but also suggests that token consumption and enterprise costs are sky rocketing. Our benchmark shows how @glean MCP can help reduce tokens significantly while generating more accurate and better quality responses in Cowork.

https://t.co/TIuHuefnns

[Matt Slotnick @matt_slotnick]

Crazy to say but I don’t think most software incumbents are taking AI seriously enough

Your pre December 2025 business is your run rate business

You need to build a net new one on top of it that could stand alone. If you can’t, you’ll lose the present and the future

[Ben Bickers @benbickers]

@stalmico @benln @DannieHerz > @baseten 🤘

[Brian LaManna @BrianLaManna_]

Companies I'd consider going to if I ever had the urge to try something new.

1 Thinking Machines Lab
2 OpenAI
3 Anthropic
4 Cursor
5 Applied Intuition
6 Modal Labs
7 Decagon
8 Voyage AI
9 Cohere
10 Glean
11 LangChain
12 Ramp
13 Together AI
14 Fireworks AI
15 Cognition
16 Harvey
17 Scale AI
18 Warp
19 Hebbia
20 Rogo
21 Augment
22 Parallel Web Systems
23 Baseten
24 Brain Co.
25 Linear
26 Mercor
27 Mistral AI
28 Nuro
29 Adept
30 Vanta
31 Traversal
32 Metronome
33 ElevenLabs
34 Factory
35 Anyscale
36 Vannevar Labs
37 Abridge
38 The Browser Company
39 Reevo
40 Chalk
41 Nominal
42 Cartesia
43 Pinecone
44 Hex Technologies
45 Merge
46 Whatnot
47 Eventual
48 Faire
49 Arena
50 Bedrock Robotics

List courtesy of Paraform's Talent Density Rankings.

https://t.co/IvPW3sir9U

[Ben Bickers @benbickers]

@dyett @OpenAI Congrats @dyett! What a run!

[Katie Notopoulos @katienotopoulos]

Finally, the AI feature we all wanted and needed: Amazon now creates an AI “podcast” about products where two AI “hosts” discuss the product and take your questions as if it’s a call-in show.

[Ben Bickers @benbickers]

@aymanalabdul @glean

[Taylor Johnson @taylor_jrj2012]

Throwaway line at the end of the convo isn’t being talked about enough!

Something to the effect of “We use glean over Claude for my company wide data agent because we trust them with our data”

Enterprises won’t 1) single tenant on a lab or 2) give a single lab access to all their data.

Still lots of spend up for grabs to be the all knowing, all access AI like Ev described.

Also I wouldn’t be too worried about Claude replacing O365/g suite anytime soon!