🍕Mark William Lewis

Founder
@Wharton MBA
ex-@NASA 🚀

[🍕Mark William Lewis @mrloo]

@skhetpal There was a ton of dilution right before the IPO because of the mergers and they won't be able to sell any shares from the IPO for 180 days so no one really knows the ultimate value... But investing so they'll still make a lot of money.

[🍕Mark William Lewis @mrloo]

@grinich Meetings being the definition of "productivity" sounds like the opposite of what I want to encourage.

[🍕Mark William Lewis @mrloo]

Proud @netalico was featured in @Shopify's new piece on AI + enterprise migration 🚀

Here's the truth from years of running these (and a stint in @NASA 's enterprise IT group): the AI isn't the hard part. The strategy is.
🗑️ Garbage in, slop out, just faster
✨ Gold in, real shine

Strategy's the gold mine. AI's just the execution.

https://t.co/LAUrIsOzLF

[🍕Mark William Lewis @mrloo]

Bragging about your token usage is like bragging about how much gas you burned.

[🍕Mark William Lewis @mrloo]

@LuizCent @EzequielCFO Good to see you on this coast! Looking forward to the founder olympics!! 🙏🙏🙏

[Luiz Cent 🪙 @LuizCent]

SF’ing @EzequielCFO @mrloo

[🍕Mark William Lewis @mrloo]

@JamesBorow It’s a payments platform. The ecom platform they just throw in for free.

[🍕Mark William Lewis @mrloo]

@fnthawar @chamath I think they hate him for the SPACs he dumped on retail investors. And for *some reason* everyone has quit or been fired from his VC firm. So that's a little odd wouldn't you say?

[🍕Mark William Lewis @mrloo]

iMessage needs to learn that “K” is a complete sentence.

[🍕Mark William Lewis @mrloo]

@pmarca should start a course on learning how to talk faster. He might be the only podcaster I have to slow down instead of speed up.

[🍕Mark William Lewis @mrloo]

@Kalpizzy7 @OpenAI @ChatGPTapp @Shopify I think UCP will actually go somewhere. Google has been facilitating ecommerce for a long time. They understand it enough not to completely botch it like OpenAI.

[🍕Mark William Lewis @mrloo]

@OpenAI is scaling back @ChatGPTapp checkout. Called it. 🫠

Only ~12 @Shopify merchants were actually selling through it. No sales tax systems set up. And they wanted to charge a 4% fee ON TOP of existing payment processing. Nearly 7% in total fees. Has anyone at OpenAI ever looked at a merchant P&L? 💀

They built a chatbot and assumed commerce would just work if they bolted Stripe onto it. Product feeds, inventory sync, tax compliance, fraud prevention - none of it was ready. 🚩

Much more bullish on @Google 's UCP. Google actually understands the merchant data layer after years in Shopping and Merchant Center. UCP was built by people who've dealt with real product catalogs, not people who think "agentic commerce" is a magic word. 📈

AI product discovery is growing fast. But the website checkout isn't going anywhere. 🤷‍♂️

https://t.co/H5GDAr4xVN

[🍕Mark William Lewis @mrloo]

@kylebigley @icon Anndd its back. I'm curious what @shopify and @amazon Legal thinks about them using the "Shop Pay" And "Buy with Prime" buttons and then it taking you to a stripe checkout. Surely that's a cease and desist letter just waiting to happen....

[🍕Mark William Lewis @mrloo]

https://t.co/yoABe8tu2r was peak DTC AI VC hype garbage. Good riddance. Brings some doubts to @icon's claim that they're "profitable"... https://t.co/hIoTSECYdY

[@levelsio @levelsio]

Icon, the AI Admaker, just went bankrupt

They paid $12M for the domain https://t.co/MokmFd4GxD and now it's dead

[🍕Mark William Lewis @mrloo]

@levelsio Probably because the whole team quit.

[🍕Mark William Lewis @mrloo]

@typesfast @icon It sounds insane because it was never real.

[Jordan Banafsheha @JordanBanaf]

We’re 3 for 3 @mrloo

🪦Elliot
🪦FAST
🪦Icon

[🍕Mark William Lewis @mrloo]

@JordanBanaf 😂😂😂😂 You forgot @OpenStore too. RIP 🪦

[🍕Mark William Lewis @mrloo]

@sama No one believes you if the two things you say are prohibited are the same things @AnthropicAI was just banned for.