cedric deweeck

Director Tech M&A at KPMG

[Spencer Yen @spenciefy]

I wrote about what we've been working on at @usv over the last few months – building custom software and agents to rethink what an AI native VC firm looks like

Now that it's easier than ever to build, we've entered the "build something you want" era of software. When you build your own tools, you can shape and mold them to fit how you and your team work.

Turns out, half the battle is just giving your internal agents names that your team likes

[David George @DavidGeorge83]

https://t.co/quEUSl9tYC

[Julien Bek @JulienBek]

https://t.co/hsKrbn1gEq

[cedric deweeck @knoddecee]

@drewfallon12 COMPS

[cedric deweeck @knoddecee]

@paulswaney3 Thanks!

[cedric deweeck @knoddecee]

@drewfallon12 Comps

[Drew Fallon @drewfallon12]

🚨HERE IT IS🚨

Database of over 300 consumer transactions in the past two years, PLUS a FREE VALUATION CALCULATOR for your business based on revenue & EBITDA multiples + DCF

Like this post, Reshare, and Comment "comps" and I will DM you the link!

[cedric deweeck @knoddecee]

@EurostarUK hi there, some trains are canceled today, but the one at 3:03 to brussels midi is still running, when can you confirm if its going to run or not? According to the news no trains are running anymore.

[Matt Brown @Mattbrown]

A data-driven look at fintech adoption in vertical software

I gathered data on how embedded fintech is actually used today across verticals and what that means for founders and investors.

Here's what I learned:

[Aaron Levie @levie]

AI agents have the ability to fundamentally change the business model of enterprise software. Today, when you build a SaaS product, the primary business model is to sell seats that are tied to the end-users of your service. For "same store" sales, you can essentially grow at the rate of the headcount growth of that customer, or by adding additional capabilities on top of your offering. This business model is, of course fantastic, and has been around since the earliest days of enterprise software, and will keep going forever.

But AI Agents unlock an entirely new business model in software, because you can now grow in a way that is uncorrelated to direct enterprise headcount or even external factors to your software. What's amazing about this model is that the AI vendor actually can directly grow itself within an enterprise account due to direct productivity gains. 

For instance, imagine an AI Agent that can generate outbound sales demand for a startup. Traditionally, B2B companies will start by hiring a very small team of maybe one or two people, and increase resources in this area in a very incremental fashion -- essentially a process that looks like a guessing game where you try to predict how much demand there might be in the market, the ability to fund new resources, and the length of time it takes to hire great talent. In a world of AI Agents, you would simply set a budget and then decide how fast you want to grow. This is much closer to the business model of Google Adwords than it is of a traditional SaaS service.

The same would be true for entirely different functions, where AI Agents can develop software at the rate of how many software projects you want built or how many legal documents you want reviewed -- all unconstrained by a company's headcount. This will even happen in areas where you wouldn't initially expect demand levels to change just because you move to AI, but in fact where there's plenty of latent demand. For instance, in front-line support, in a world where AI Agents can answer a greater set of questions a customer might have, you could see the kind of interaction volumes going up far higher in a world of AI. 

This all has major implications to the economics of software, and it means that the AI Agent business model goes after a far greater pool of spend than just traditional IT. If software products now directly *drive* company productivity instead of just *enabling* company productivity, this could lead to a step-function change in the size of IT markets over time. Wild.

[cedric deweeck @knoddecee]

@eppulf Sterkte man!

[Sarah Tavel @sarahtavel]

For the past 25 years, application software startups have had a singular focus: increasing company and employee productivity. AI enables a paradigm shift: Rather than sell software to improve an end-user's productivity, consider what it would look like to sell *the work itself*.

When you sell the work, instead of selling a 15% productivity improvement, you sell a 95% improvement. Incumbents are not only advantaged in selling software, they are stuck there. You don't need to play their game. Post: https://t.co/29BkdGIMC3

[cedric deweeck @knoddecee]

@Eurostar You've announced a sale for eurostar tickets two days after I've spent £321 on 2 return journeys. The same booking would now cost £140. Incredibly frustrating, as I can't cancel and rebook?

[cedric deweeck @knoddecee]

@JFKairport @CBPNewYorkCity Sent the details, still it seems like no one is doing anything about it. There’s people with small children, elderly people. One broken vending machine. There’s waiting times up to 4-5 hours, do you think this is normal? What about people without twitter complaining?

[cedric deweeck @knoddecee]

@JFKairport the lines in customs are outrageous. People are queueing for hours, there’s no water, nowhere to sit. This is a joke, sort it out. There’s barely any staff doing the actual checks.

[cedric deweeck @knoddecee]

@pavvvo CRO

[Josh Pavis 🏠 @pavvvo]

Our clients handle $87,220,177.31 in e-commerce sales per year.

After increasing their profitability through CRO

I have created the ultimate framework for a high-converting website.

Like, RT + Comment 'CRO' and it's yours for FREE

(Must be following so I can DM you)

[cedric deweeck @knoddecee]

@pavvvo oops, forgot to follow you! Doing that now. Appreciate it, looks like a great resource. Thanks for sharing!

[cedric deweeck @knoddecee]

@pavvvo DTC

[cedric deweeck @knoddecee]

@FactcheckVL @Bart_DeWever @nikeverellen @Trickle_news