Paul Baker

Annuit Coeptis 🇺🇸

[Paul Baker @pbaker99]

https://t.co/1m3qPhAIZH

[Paul Baker @pbaker99]

@millenniallity Not yet - thanks for the heads up - will give it a go

[Paul Baker @pbaker99]

@XFreeze The chess pieces are all being put into place

[Paul Baker @pbaker99]

@balajis Asset light is no longer a benefit.

As the “asset” back end to asset light - it was clear back in 2023 that the asset side was the value and the technology was the commodity.

[Paul Baker @pbaker99]

@liorsela 90% Hurry. Standard or Chill for neighborhoods so it goes slowly and stays sub 20

[Paul Baker @pbaker99]

@Tesla To encourage more fsd - how about not counting FSD miles towards leased car milage allowances?

[Paul Baker @pbaker99]

@jawwwn_ @andrewrsorkin Thank you @JonHaidt

[Paul Baker @pbaker99]

@habbott Great second thoughts - thanks for the details and the full story beyond the headlines

[Paul Baker @pbaker99]

@Jason @antonosika @Lovable @vikas__bhagat lots of folks getting on board

[Paul Baker @pbaker99]

@millenniallity A lot

[Paul Baker @pbaker99]

@pmarca People are still unaware Teslas drive themselves

[Productiv 3PL @GetProductiv3PL]

Warehouse robotics is moving fast, but scaling automation across high-mix 3PL operations is still the real challenge.

The Forbes piece on Tutor Intelligence had a great point around “SKU coverage.”

https://t.co/JHV3mDZ5aS

#3PL #Robotics #WarehouseAutomation

[Paul Baker @pbaker99]

@Chuck_Petras The Curley Effect and Jevons Paradox are the two new phrases for 2026

[Paul Baker @pbaker99]

Next up will be a boom in employment.

Do you cut 4 software engineers because 1 can do the job of 5 or do you keep everyone and end up with the equivalent of a 25 person dev team for the incremental cost of a few Claude subscriptions?

Why would you ever cut headcount when you can get 10x the productivity out of an employee.

[Paul Baker @pbaker99]

@Tesla About to cross 5k here

[Paul Baker @pbaker99]

AI is going to cause a hiring boom at SMBs and its just math.

The dominant narrative right now: "1 person with Claude can replace a 5-person marketing department."

Wrong viewpoint.

The right one - what happens if I upskill my 5-person marketing team with AI?” Now that same team can create the output of a 25-person marketing department.

If marketing produces 5x the output, you get 5x the campaigns, 5x the content, 5x the leads, 5x the sales opportunities.

Then what?

You need more BDRs. More AEs. More ops support. More customer service. More fulfillment capacity.

Your choice becomes

1) save 4 salaries and stay constant with output; or,

2) hire the equivalent of 20 more experts at a TOTAL cost of $6k per year

[Paul Baker @pbaker99]

@friedberg nails the way forward on vibe coding. While anyone can now do front end and can muddle through back end - having talented software engineers turbo charges development.

Otherwise you have to choose between stuck at 95% of production quality or roll back complex features

[Paul Baker @pbaker99]

@millenniallity how'd this work out?

[Paul Baker @pbaker99]

@pmarca No CEO in history has looked at a more productive team and said "great, let's shrink." They hire more. That's what we're seeing in our data.

This is AI in a nutshell

[Paul Baker @pbaker99]

@BuySellSMB It’s crazy. No other decision is there such a delta between research and investment. 3 interviews and an offer letter for a 2-10 year commitment

[Paul Baker @pbaker99]

@GetProductiv3PL @Lovable @Lovable has been a game changer for us and the software we are building on it will be a source of competitive advantage to both us and our clients as we progress into the AI and Robotics age