AI has stopped being a feature and started being the foundation.
We're excited about a new wave of startups rebuilding software, services, and silicon— and pushing AI into the physical world.
https://t.co/QCIz6DnQnN
the rumor is openai drops “agent builder” tomorrow and wow, if that's true thats a BIG DEAL
for the 12 months, people have been stitching together tools like n8n, zapier, make, vapi, and claude workflows to simulate autonomy.
it worked but it was duct tape.
now IMAGINE that entire stack, native to openai, with one-click access to MCP, chatkit widgets, and every model they’ve trained (no API chaos. no patchwork. one smooth canvas)
this is what happens when ai moves from tool to infrastructure.
before: you needed 10 tabs, 5 plugins, and a weekend to build an agent.
after: you’ll drag a few blocks, add logic, hit “publish,” and deploy a production-ready workflow.
what app store did for software, agent builder COULD do for intelligence.
it’s the beginning of the “no-code ai economy,” where building an autonomous agent is as simple as building a notion template. developers get leverage.
non-technical founders get superpowers. businesses get workflows that run 24/7 without ops teams.
openai might launch the app store for intelligence tomorrow.
the DOWNSTREAM effects:
- zapier and n8n lose their monopoly on automation
- claude and perplexity become upstream research assistants for agent networks
- indie agents replace indie apps
– data becomes the new code
tomorrow's dev day should be INTERESTING.
cloudflare just broke the internet's business model.
they launched "pay per crawl" websites can now charge ai crawlers for scraping content. instead of "block all bots" or "let them steal everything," there's option 3: "pay me."
why this is a BIG DEAL:
every SaaS has valuable data rotting in help docs, case studies, feature pages. ai companies have been training on this for free while building your competitors. now you can charge them $0.10 per page.
your dental saas help docs, well, that's years of practice wisdom. charge crawlers for access and make $3k/month from companies building "dentist ai."
tons of opportunity for founders building businesses:
build a restaurant review database, charge humans $5/month but charge ai crawlers $0.01 per review. two revenue streams, same content. im scanning startup ideas from @ideabrowser and seeing where i can add this rev stream.
expert knowledge platforms where you take 30% of human subs and 50% of crawler fees.
cloudflare handles the billing, you set the price.
they way to think about it...
what valuable data do you have sitting around... internal company docs, customer conversations, industry insights, process knowledge.
all of it can now generate revenue from ai companies who desperately need training data.
the winners will be content businesses that move fast. imagine owning a cooking blog with 10 years of recipes. that's training data gold for ai food companies. early adopters will set market rates before competition drives prices down.
this also completely changes saas valuations. businesses with proprietary content now have two revenue streams instead of one.
it's the beginning of a complete realignment of incentives on the internet.
suddenly, creating high-quality, unique content becomes dramatically more valuable. we'll see a renaissance of niche expertise sites because depth now pays better than breadth. the incentive shifts from "create content to rank in google" to "create content so valuable that ai companies must pay for it."
this also creates a new class of digital asset. your company's knowledge base is a revenue-generating asset that appreciates over time (not a cost center).
I'd expect more m&a activity around content libraries, not just user bases.
this makes human expertise defensible again. AI companies will pay premium rates for content from recognized experts because it's higher quality training data. this reverses the commoditization of knowledge.
cloudflare quietly changed the game.
pay-per-crawl just became your new best friend.
Aryna Sabalenka to her team after losing to Madison Keys in Australian Open Final:
“As always, that’s your fault guys. I don’t wanna see you for the next week.” 😂😂😂
While the West crumbles, one Eastern European nation is quietly building a superpower:
• Outpacing US economy
• Strongest military in Europe
• Silicon Valley's new favorite $62.7B hub
The rise of Poland is the greatest story nobody's talking about 🧵:
Most managers do regular 1-on-1 meetings with employees.
But few do them well.
11 things good managers do that bad managers don’t in 1-on-1's:
(Bookmark this!)
Just got a masterclass in leadership from Nvidia CEO Jensen Huang. Mind blown. Takeaways:
He has 55 direct reports, no 1:1s, just group talks = max transparency.
Org chart is modeled like a neural network, breaking the old pyramid model.
Nvidia bets on new grads to lead huge projects. Their inexperience means no boundaries.
Minimize elevators in the office: they symbolize waiting, and Jensen hates to wait.
Specialized AI chips like Groq can be brittle – history shows they can quickly become obsolete (see Tesla's CNN chips).
He’s still married to his first girlfriend he met at 17. Ultimate sigma move.
He made $5B+ today. You'd never know it – he's incredibly humble.
I've been thinking about how many people, myself included, responded to Tracy Chapman's performance last night by crying. Why did we cry? What were we crying for? I'll answer my own question below, but I'm curious to hear why other people cried. 1/6
1) Go to VRBO / Airbnb
2) Find a rental you like.
3) Identify the property manager firm in listing
4) Google firm name
5) Book property on their website
6) Save $400
Every. Single. Time.