Jamie Sidey

[Jamie Sidey @jsidey]

🤖💡 Useful way to think about AI tools:

👉 Initially tune your AI tools to solve specific tasks, with an escalation path to a human

📈 Over time, as these tasks accumulate, they can represent the workload of a full person.

https://t.co/d2meN1tFJr

[Prasanna S @myprasanna]

Launching @vorfluxai : The autopilot for software engineering. I was prev co-founder / CTO of @Rippling ($10B) and #1 coder in India. Vorflux is my high octane Ferrari.

Every AI coding tool still makes you fly the plane. That's the copilot model: you stay in the seat, approving every turn. The models quietly got good enough to fly the whole route, but the tools never caught up.
So we built the autopilot.

@vorfluxai raised a $15M seed by @ycombinator @peakxvpartners @alliancedao @parkerconrad @jake_zeller @balajis @nivi @metakovan @lmrankhan @nikitabase @0xrwu @ayushjaiswal @mattshumer_ @eshamanideep @sreeramkannan @dvcoolster @nusimow @TeddySolomon11 @ashtoncofer @rvivek etc

Drop your biggest engineering bottleneck below. I'll reply with how I'd attack it with Vorflux, and hand you $200 in free credits to bang out your backlog.
Our full thesis 🧵👇

[Daniel Kornum @dkfromdk]

https://t.co/biv19e804C

[Jamie Sidey @jsidey]

@gregisenberg @gregisenberg what are you using for your shared context layer?
I strongly agree with what you’ve laid out in your diagrams… very interested in what that layer looks like in terms of technical choice

[Jamie Sidey @jsidey]

@moondrencht Wilson

[Jamie Sidey @jsidey]

AI unlocks voice as a permissionless API to the enterprise…

I love that… thanks @joshk

[Josh Kopelman @joshk]

Voice AI is getting so good over the phone that it’s basically becoming a permissionless API to the enterprise.

Enterprises can restrict APIs, but they can’t restrict incoming calls.

OpenTable won’t give you API access to make/modify/cancel a reservation? A voice agent can just call and do it.

The telephone may be amongst the most underrated developer platforms of 2025.

[Jamie Sidey @jsidey]

Very much looking forward to the fully autonomous car future...

[Linus ✦ Ekenstam @LinusEkenstam]

Waymo just dropped the beginning of the end.

This data, and the way this data will keep improving, is the reason why future generations won't be allowed to manually drive cars on public roads.

The future of personal transportation is 100% autonomous

[Jamie Sidey @jsidey]

@TelcoDR Did it go away?

[Jamie Sidey @jsidey]

@mikhlin I have a tractor… now I just need a horse to drive it

[Jamie Sidey @jsidey]

This is an important observation. My preference is to use 3rd party solutions where possible (go faster and have a bigger team build a dedicated solution). The incentive to "cheap out" on the underlying LLM needs to be watched / mitigated.

[Ethan Mollick @emollick]

The problem with using SaaS vendors with their own AI solutions is that their incentives are to use cheap models, as little reasoning as possible & to stick with outdated prompting & RAG strategies than updating them as AI improves

Not all vendors succumb to temptation, many do.

[Jamie Sidey @jsidey]

@mattshumer_ Yes please

[Brian Armstrong @brian_armstrong]

~40% of daily code written at Coinbase is AI-generated. I want to get it to >50% by October.

Obviously it needs to be reviewed and understood, and not all areas of the business can use AI-generated code. But we should be using it responsibly as much as we possibly can.

[Jamie Sidey @jsidey]

@TelcoDR It’s totally studying… that’s awesome

[Neeraj Gupta @neerajg]

I get asked this every time we buy a company for around 1x ARR. Easy answer: 1x is not a lowball, market sets the price. Longer answer requires a quick lesson in PE fundamentals (plus a pro trip).

Two types of PE firms:
• Buy‑to‑flip (Flippers): Enterprise value (EV) based exit valuation and timing - they talk EBITDA and “market multiples.”
• Built‑to‑last (Builders): EV based on sustainable cash generation; they talk “free cash flow.”

Most buyout firms are flippers:
• Bet on selling higher later
• Funding and ops focused at driving exit value.
• Huge returns when it works, especially when levered.
• Hidden secret: they don’t control the outcome. Market shifts can blow up terminal value (AI crushing SaaS multiples, increased interest rates), and bad things happen if company is not sold before debt matures (the greater fool theory at work).

We are builders:
• We create value for customers and generate cash for ourselves while doing so.
• We control the outcome.
• We decouple future growth investment decisions from EV of the as-is company. It’s a different set of decisions… great if it pencils out for long‑term cash generation; otherwise we skip it and don’t chase hype.

Why we win at 1x:
We win 1x deals because we play a different game. Flippers won’t bid without a clear path to a big exit; we bid whenever we see a path to durable cash generation. Very different lenses.

My soapbox:
The entire ecosystem is mesmerized by the flippers: entrepreneurs, VC, PE, bankers, lenders, blogosphere, everybody. Sometimes I feel like Neo in the matrix, seeing something completely different than everybody else: ignore the exit and focus on the cash flows.

Paying 1x for a company and running it “rule of 20” for 10 years only yields a 15% IRR.
• But, most buyers target better than 15% returns (we do), especially because of the execution risk.
• And, transforming a broken business into even a “rule of 20” (with durable cash generation) is harder, costlier, and slower than you think.
• Luckily (for the seller), we are experts at this transformation.

Pro tip: Know what the business is worth to the existing owners (never sells). Upload the achievable forecast into an LLM and ask for the present value of the cash flows with no terminal value. I wish more sellers and bankers spent 30 sec and did this (it’s not hard, see the image below).

Conclusion: Rewire your worldview, 1x is not a lowball.

[Jamie Sidey @jsidey]

@aryanXmahajan MCP

[Aryan Mahajan @aryanXmahajan]

This Claude MCP AI Agent replaces your $200K+ Operations Teams.

I probably shouldn't be sharing the exact system for free...

while I was trying to catch Pikachu at 3am on Pokemon Go, it audited my entire business, found 12 bottlenecks, and built me 5 production-ready n8n agents

the efficiency gain is absolutely INSANE

most founders burn months hiring ops consultants who charge $500/hour just to tell you what's broken

this agentic system does their entire job in minutes

here's what happens when you deploy it:

→ runs complete business intelligence audit in 3 minutes (what takes consultants weeks)
→ identifies 12+ workflow bottlenecks killing your efficiency
→ architects custom agentic systems tailored to your business
→ builds 5+ autonomous AI agents with advanced error handling
→ creates intelligent orchestration layer syncing everything together
→ delivers complete operational transformation in under 10 minutes

the entire audit that consultants charge $50K for now happens in 10 minutes

ZERO technical knowledge needed
ZERO expensive consultants required
ZERO months of back-and-forth

just describe your current setup and watch it build your agentic empire

the math is stupid simple:
$200K ops team salary vs one-time MCP deployment
that's $16,600 saved monthly

the system includes:
- intelligent business stack analyzer
- bottleneck detection AI
- custom agentic architect
- autonomous agent builder
- complete deployment documentation

this is the exact system building 7-figure operational infrastructure

and you're getting it for free

Follow + RT + comment "MCP" & I'll send you the FULL setup guide tonight

don't sleep on this

every week you wait is 30+ hours of manual work you'll never get back

[Jamie Sidey @jsidey]

@Scobleizer @Waymo Have used Waymo about a dozen times now. I much prefer it to driving myself. Am genuinely excited for Waymos (or equivalent) to be good enough for all types of rides, and to give up my car forever.
Am not yet comfortable with the idea of highway Waymo rides

[Jamie Sidey @jsidey]

Not to be a fanboy, but if you're not using @genspark_ai , you are missing out.

Also... sounds like they have something new coming this week.
https://t.co/i7LS0quNQU

[Eric Jing @ericjing_ai]

Vibe working with Genspark~

Next week, a new product is coming. 😀

[Rui Ma @ruima]

There’s this metaphor in Chinese business strategy that you see all the time, even though you never really hear it in Western business schools (at least I haven't). It’s called the “catfish effect,” and it supposedly comes from a Norwegian fishing practice.

Apparently, when fishermen would transport sardines in tanks, a lot of them would die along the way because they’d stop moving and run out of oxygen. But if you put a single live catfish into the tank, the sardines would stay active, swimming constantly to avoid getting eaten, and more of them would survive the journey. The catfish made the environment slightly hostile, which weirdly made it more survivable.

This story kind of floated around in Western motivational books for a while, but it never really stuck in business theory the way things like disruptive innovation or lean operations did. In China though, the idea of the catfish effect, or 鲶鱼效应, became pretty popular in corporate training settings and state-aligned business commentary, and it's pretty obvious that a main reason for that is cultural. There’s just more acceptance of discomfort as a developmental tool, and less hesitation to design pressure into the system from the top down. It’s not “disruption” as a natural market phenomenon, it’s more like managed agitation. Like, let’s introduce a little stress on purpose, because stagnation is the bigger risk here.

And yeah, I'm sure some will disagree with this example, but in China, Tesla's arrival is considered a clear-cut case of the catfish effect in policy. At the time, the government was pretty frustrated with its domestic EV scene. The subsidy program, although improved from the decade prior, had still led to all kinds of abuse and fraud, with a bunch of half-baked companies just trying to cash in on government money without building anything truly innovative. It was getting embarrassing.

So the government said, okay, fine. Let’s put a catfish in the water. They gave Tesla this rare set of approvals -- full ownership of their China operations, fast-tracked factory deals, land, logistics support -- the works. It was a provocation. Like, hey all of y'all Chinese companies, you guys need to be way faster cuz here comes the catfish. Swim! And sure, it wasn't all because of Tesla, but the pace of innovation has indeed picked up since then, in operations, design, user experience, everything.

This is where it really differs from how Western business theory tends to approach competition. In the US, you see a lot more disruptive innovation. In China, competition can be curated, introduced, even welcomed -- not to destroy the domestic players, but to get them moving again.

Of course, it doesn’t always work. Sometimes the catfish is too strong, or the sardines were already too weak. And sometimes you get eaten, LOL. But it's an interesting question -- is that tank you're in the best environment for you? Are you swimming because you want to, or because you finally have to?

[Jamie Sidey @jsidey]

@genspark_ai is rapidly becoming my go to super app… the pace at which they ship is nuts

[Eric Jing @ericjing_ai]

Introducing Genspark AI Browser:
Lightning fast, ad-blocking, fully agentic, autopilot mode, MCP Store, and Super Agent that does everything for you!

24 people, 10 weeks, 8 major products:
AI Browser, AI Secretary, AI Personal Calls, AI Download Agent, AI Drive, AI Sheets, AI Slides, Super Agent.

More to come, small team, big ambition!

[Jamie Sidey @jsidey]

@genspark_ai @mattshumer_ And they've been shipping new capabilities at a blistering pace.

Strong recommendation to take GenSpark for a spin.

[Jamie Sidey @jsidey]

If you haven't tried @genspark_ai yet, you're missing out. I find it's consistently more useful than Manus...
- outstanding at creating slide decks (using variants of research prompts from @mattshumer_)
- progressively more impressive at methodical spreadsheet work