Things we will need humans for in sales in 2026:
- In-person sales
- Complex deals
- Phone-based cold calling
Things we won’t need very many humans for in sales in 2026:
- Email + text outbound (maybe need 0)
- Lead qualification
- 1-2 call closes
- AEs that aren’t product experts
Things that will be more valuable in 2026:
- Being incredible at AI GTM orchestration
The future is almost here. Embrace it or face a wave of frustration to come.
🧵 The wild story of NFDG: How two Silicon Valley legends built a $1.1B fund, 4X'd it in 2 years, then abandoned it all for Meta this week.
Nat Friedman (ex-GitHub CEO) + Daniel Gross (ex-YC partner) launched NFDG in 2023 with $1.1B focused on AI investments.
Their crown jewel? Safe Superintelligence (co-founded by Gross himself) - went from $5B to $30B valuation. Portfolio also included ElevenLabs, Granola, and Basis.
With only ~50% deployed, they hit 4X returns (~$550M → $2.2B portfolio value).
Advisory board: Stripe's John Collison + Paradigm's Matt Huang.
Then everything changed in ONE WEEK:
• June 29: Gross leaves Safe Superintelligence • This week: Zuckerberg announces Friedman leading Meta AI • Thursday: Friedman confirms he's started at Meta
• Sunday: Meta offers tender for up to 49% of fund
• Today: NFDG website is down
The twist? LPs can cash out at FULL NAV (not the typical discount). Meta gets the talent + deal flow without governance headaches.
This mirrors Garry Tan leaving Initialized for Y Combinator.
The lesson: In the Age of AI, even quadrupling $1B in 2 years may be less lucrative than being an operator in the revolution itself.
When the smartest VCs become operators, you know we're living through the most important tech transition of our lifetimes. 🚀
The future belongs to organizations that embrace AI curiosity, not just AI tools.
Are you building experimenters or waiting for permission?
What’s your team’s AI adoption story? 👇
AI is both overhyped and shockingly underutilized at the same time.
Here’s what I discovered when I started asking my team to show me their actual AI usage… 🧵
If you’re a leader, try this:
- Ask for AI demos in your next 1:1
- Create safe spaces for experimentation
- Celebrate failures as learning
- Share your own AI experiments
Watch what happens to your team’s innovation.
Anybody know why #Spotify is serving ads during podcasts…even if you’re a “premium” member?
The whole point of paying is to get rid of ads that waste my time!
A fact is that with cost of attending rising, many attendees are deciding to attend side events only.
This regularly happens at Inbound, SXSW and many others.
Many clients are reporting it.
What do you do?
Book as many bars as possible around the venue and sell them to sponsors to host their side events.
Or collect all the side events on your site and make them official, work out commercial partnerships with them.
@mandrillapp experiencing an issue with your service for @sched. Can you help?
Tried sending a DM but X’s new DM policies won’t allow me to without upgrading. Thanks!