Sören Kunst

Tech & real estate entrepreneur | Software + product dev | Renovating properties | Thoughts on AI, progress, earth & the universe | Germany 🇩🇪

[Sören Kunst @mrkunst]

Finance @X is getting better $AAPL 💪

[Sören Kunst @mrkunst]

@Jason I‘m in

[sunny madra @sundeep]

“If your $500K engineer isn’t burning at least $250K in tokens, something is wrong.”

[Sören Kunst @mrkunst]

@zackbshapiro As a lawyer, would you be allowed to share client data with LLMs like Claude?

[Sören Kunst @mrkunst]

„aims for over 2m gross profit per employee“

100k-500k per employee been a good norm on enterprise scale 🤔

[Sören Kunst @mrkunst]

„we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it:

towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces.“

[Sören Kunst @mrkunst]

Tilers, bricklayers, roofers, painters, carpenters, stonemasons … the list goes on.

[Alan Carroll @alancarroII]

Plumbers and electricians seeing AI replace everyone who went to college

[Sören Kunst @mrkunst]

Future is bright 😄

[Jesse Cohen @JesseCohenInv]

It's 2036 and 80% of jobs have been replaced by AI and robotics.

[Sören Kunst @mrkunst]

Finally, realism is coming back: „The future isn’t AI replacing software.

It’s AI making software exponentially more powerful.“

[Dustin @r0ck3t23]

Marc Benioff just exposed the biggest hypocrisy in the AI boom.

The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers.

Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.”

Let that land.

The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete.

Still buying traditional software. At scale.

Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.”

Not because they haven’t tried.

Because an LLM is not a foundation. It’s a feature.

Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.”

The analysts writing reports about fully autonomous AI companies have never had to run one.

Benioff is running one of the largest enterprise software companies on earth.

The gap between those two perspectives is where billions of dollars are being misallocated.

Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?”

A neural network that hallucinates cannot execute a financial transaction that has to be right every single time.

Cannot secure customer data with zero tolerance for error.

Cannot provide the determinism that every real business runs on.

Benioff: “We need the determinism, and the programmability, and the security, and the sharing.”

AI doesn’t replace those requirements. It sits on top of them.

Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.”

The future isn’t AI replacing software. It’s AI making software exponentially more powerful.

The smartest people building the future already know this.

They’re the ones still buying the software.

[Sören Kunst @mrkunst]

„we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it:

towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces.“

[jack @jack]

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.

first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.

we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.

i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.

a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.

we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.

to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.

to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.

jack

[Sören Kunst @mrkunst]

Ya alright, now you can vibe code COBOL refactoring project and that sinks $IBM stock by 10%.. Market is likely over reacting here 😄

[The Kobeissi Letter @KobeissiLetter]

BREAKING: IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code.

It’s becoming increasingly clear how pivotal the times we are in right now truly are.

[Sören Kunst @mrkunst]

@JesseCohenInv Who added the background music 🙄

[Sören Kunst @mrkunst]

@alexkehr have you tried Figma Make?

[Sören Kunst @mrkunst]

Big story, if true 😬

[Ray Dalio @RayDalio]

It's now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I've described repeatedly and laid out in detail in my book and Youtube video titled Principles for Dealing with The Changing World Order. You can find the video linked in the comments below.

[Sören Kunst @mrkunst]

@MagicPathAI @skirano Just did

[Sören Kunst @mrkunst]

Any known issues or fixes @MagicPathAI @skirano ? Would love to get this working!

Tried pasting a simple test landing page layout after connecting Figma account, but import fails immediately.

[MagicPath @MagicPathAI]

You spent hours perfecting those pixels in Figma.
We're not going to mess them up.

Introducing Figma Connect.

The best way to turn your designs into interactive prototypes without compromising your craft.

[Sören Kunst @mrkunst]

High demand here 🙂 117m views currently

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[Sören Kunst @mrkunst]

I agree with Jeffrey a lot

[Glenn Diesen @Glenn_Diesen]

Jeffrey Sachs: U.S. Attacks Venezuela & Kidnaps President Maduro
- My talk with Prof. Jeffrey Sachs has more than 1 million views within the first 48 hours. Make sure to watch and share!
https://t.co/bosKNn4JDf

[Gregor Gysi @GregorGysi]

Der US-Angriff auf Venezuela ist ein schwerer Bruch des Völkerrechts. Wenn solche Taten folgenlos bleiben, während andere sanktioniert werden, verliert das Völkerrecht jede Glaubwürdigkeit.
#Venezuela #völkerrecht

[Sören Kunst @mrkunst]

@GregorGysi Rechtlich gesehen, hat er Recht