Michael Mayer

Co-founder of @bottomless Building the auto restocking home.

[Michael Mayer @micjm]

Deepseek is better for hardware production related questions. ChatGPT always takes the perspective of a detached sourcing specialist.

[Michael Mayer @micjm]

Hardware design is just software. On the other hand, hardware production is a full contact sport

[Michael Mayer @micjm]

I find myself pushing the team to use LLMs often, but one area it fails is when trying to source diverse feedback when everyone works with ChatGPT on their feedback.

[Michael Mayer @micjm]

Enterprises are often dissapointing until you meet the org most responsible for company success.

Suggests a power law in terms of the importance of various competencies.

[Michael Mayer @micjm]

This is super cool. A customer used our Pet Beta Program to hack their own smart pet feeder w/ access control. (Our smart scale is under the automatic feeder).

[Michael Mayer @micjm]

@matthucius You already shared the way, I think. There is only the present. The future and past don't exist other than memory and projection. Trying to change the past or future are futile.

Focus exclusively on what's in your control, in the present.

[Michael Mayer @micjm]

@patrick_oshag @UbertiGavin Staggeringly bold bet. Bravo!

[Michael Mayer @micjm]

@patrick_oshag @RobertGreene I think we got a few glimpses behind his mask.

[Michael Mayer @micjm]

@gokulr publicly traded investments are reversible, so this makes sense for him but not for venture

[Michael Mayer @micjm]

@daltonc this is what we do

[Michael Mayer @micjm]

Reply to a low battery alert:

(Don't worry Michele, we won't leave you...)

[Michael Mayer @micjm]

@austin_rief @EricJorgenson I can see four quadrants to tweet about here

[Michael Mayer @micjm]

@patrick_oshag FWIW, capturing data yourself from your product's usage is an interesting moat and example of @bgurley's idea of the product getting better with more users.

ChatGPT has a critical mass of user ratings on responses. @bottomless is literally generating proprietary training data

[Michael Mayer @micjm]

@patrick_oshag data is FINALLY the new oil

AI will be able to do roughly anything that is currently done at scale, with data capture (cheaper and faster) and roughly no more than this.

[Michael Mayer @micjm]

Would you prefer a smart container over a smart scale for replenishing coffee / protein powder / dog food / etc?

[Michael Mayer @micjm]

@patrick_oshag requirements: deep market, participants with different time horizons.

It would probably have to be something new, or newly legible.

Probably GPUs.

Maybe residuals on high quality training data. Some text corpuses should be more valuable than most recorded music, for example.

[Michael Mayer @micjm]

@patrick_oshag @InvestLikeBest @bgurley @mjmauboussin @ncsh @dittycheria @artofinvest excited for @dittycheria, became small shareholder after using their product and realizing we would never rip it out

[Michael Mayer @micjm]

@zackkanter @firstround The written content they put out around this was pretty good

[Michael Mayer @micjm]

@patrick_oshag This was a seminar in storytelling

[Michael Mayer @micjm]

@kirbywinfield Yeah, that makes sense!

Even the mega fund filling out the CRM feels fine... the associates are usually really bright, ambitious people who are learning to "think like VCs". It's usually interesting to speak with them.