Mark Cuban just told every software company on Earth they’re already dead. The people inside them are still building roadmaps.
Cuban: “Software is dead because everything’s going to be customized to your unique utilization.”
Every SaaS company was built on one bet. Software stays rigid. Humans stay adaptable. You learn the tool. You bend to it. You pay for someone else’s version of your solution.
AI just inverted that. The tool bends to you or it dies.
Cuban: “33 million companies aren’t going to have AI budgets, aren’t going to have AI experts.”
33 million businesses feel something shifting beneath them. None can name it.
The distance between what AI can do and what small companies can access is the most mispriced gap in markets today.
Not a technology problem. A translation problem.
Cuban: “Learn all you can about AI but learn more on how to implement them in companies.”
Everyone is racing to build intelligence. Almost nobody is racing to deploy it where the pain is deepest.
The person who walks into a 40-person company and rewires their entire operation captures more value than the team that trained the model.
Understanding pain is now worth more than building intelligence.
Cuban: “Every single job available for kids coming out of school because every single company needs that.”
The most important career of the next decade has no title. No degree path. No university knows it needs to exist yet.
It belongs to whoever learns two languages fluently. The language of a business that can’t articulate what’s breaking. And the language of an AI that doesn’t know where to aim.
33 million companies. Zero translators. Whoever arrives first doesn’t enter a market. They create one.
Following the amazing reaction to the Marble Curriculum yesterday, we've decided to make it open source 🛰️👇
Everything a child learns in primary school. 1,590 concepts. 3,221 connections across 8 subjects, from Math and Science to Computing and Life Skills. Anchored in the US and UK curriculums, standard by standard (NGSS, Common Core, DfE).
What you will find in the repo: every concept as structured JSON with its age band and the evidence a child must show to master it. Every prerequisite link marked hard or soft, with a written rationale. It's a true DAG you can compute learning paths on. Open license, you can build whatever you want with it.
Now is a unique time in history to be building in education. Getting AI and kids education right is likely one of the hardest and most important problems to crack over the next decade and we need as many smart and creative minds behind it.
We think a common solid basis, accessible to all and that can be built upon, is critical to move fast. That's why we're making this curriculum open source.
It's not perfect but we know it's a robust basis, and we believe that sharing it openly is the fastest way to progress in this field. If you're building in education, share this around you and tell us in comments if you find this useful and if you want to contribute.
We'll keep working and investing on it @withmarbleapp. Credit goes to @guillaume_boni for building this. I just made it look pretty.
Links below 👇
A few days ago Kimi K2 Thinking significantly narrowed the capability gap between open and closed LLMs. Today Baseten is the only provider to deliver over 100 tok/sec on this massive 1T-parameter model.
Control your mornings, and the day bends in your favor. Control your attention, and your life bends in your favor. Everything outside of discipline is manipulation; the world profits from your distraction. You profit from your structure.
Introducing the TBPN Media Market Map.
Understanding the evolving media landscape can be confusing, even bewildering.
From Neo Trad Media to the East Coast Underground, we put together a simple market map to help make sense of it all.
We're in a gold rush for AI creative work.
There's so much demand from brands, agencies, and media co's to use AI for content production. It FAR exceeds the supply of creators.
I've never seen a labor market like this - there's a wealth of opportunities everywhere you look.
Some of the links:
- My slides as keynote: https://t.co/vpgY8u5Sup
- Software 2.0 blog post from 2017 https://t.co/52Ypl0Vfo0
- How LLMs flip the script on technology diffusion https://t.co/ut7JaCcEie
- Vibe coding MenuGen (retrospective) https://t.co/gceTfdgEcW
Wondering how to actually use AI in your day to day?
Our team @a16z asked some of AI's biggest names to nominate their favorite products of 2024 - this is a great starting point 👀
Here are their picks! ⬇️
For general AI assistants:
- Perplexity (@perplexity_ai) - AI search engine
- Anthropic (@anthropicAI) - general assistant, Claude
- ChatGPT (@chatgptapp) - for Advanced Voice Mode!
For help getting work done:
- Granola (@granola) - AI notetaker
- Wispr Flow (@WisprAI) - voice dictation
- Gamma (@gammaapp) - AI decks, docs, websites
- Adobe (@Adobe) - Acrobat AI PDF summarizer
- Cubby (@CubbyApp) - collaborative workspace
- Every Inc. (@every)- Spiral writing assistant + Cora email product
- Lindy (@getlindy) - AI agents to automate workflows
To build an audience:
- Delphi (@withdelphi) - AI clones
- HeyGen (@HeyGen_Official) - studio quality avatars
- Argil (@argildotai) - social media avatars
- Overlap (@JoinOverlap) - video editor
- Persona - agent builder for creators
- OpusClip (@OpusClip) - video editor
- Captions (@getcaptionsapp) - avatar generator + video editor
To build a product:
- Cursor (@cursor_ai) - AI code editor
- Replit (@Replit)- automated web developer
- Anychat - multi-model developer platform
- Codeium (@codeiumdev) - Windsurf agentic IDE
To get creative:
- ElevenLabs (@elevenlabs) - text to speech
- Playground (@playgroundAI) - graphics generator
- Suno (@sunomusic), Udio (@udiomusic) - music generators
- Midjourney (@midjourney), Ideogram (@ideogram_ai) - image generators
- Runway (@runwayml), Kling (@Kling_ai), Viggle (@ViggleAI) - video generators
- Krea (@krea_ai) - creative canvas
- Photoroom (@photoroom_app) - image editor
To learn or grow:
- Rosebud (@joinrosebud) - AI journal
- Good Inside (@GoodInside) - parenting app
- Ada Health (@adahealth) - health management
- Ash - AI counselor
- NotebookLM (@notebooklm) - learn anything w/ AI
- Particle (@particle_news) - personalized news
To have fun:
- Remix AI (@getremixai)- AI social platform
- Meta Imagine (@AIatMeta) - AI-first social tools
- Grok (@grok) - chatbot from xAI
- Curio (@CurioBeta) - AI toys
It's time to challenge your assumption that XYZ market is too small to support a large vertical SaaS co.
AI is making niche markets BIG by
1/ replacing labor (sales, marketing, customer support, back office) with software
2/ reducing customer acquisition cost (CAC)
👇🧵
The biggest startup opportunities right now:
biggest b2c: solving loneliness
biggest b2b: vertical ai agents
biggest saas: pay-per-result saas
biggest consumer social: social apps designed for friend-to-friend communication, not creators
biggest e-commerce: ai personal shoppers
biggest creator: tools that make creators go viral or monetize more efficiently
biggest edtech: personalized learning
biggest health: gut health
biggest wellness: anti-microplastic products
biggest overlooked: elder tech
the next wave of startups won't launch with marketing teams
they'll launch with AI agents running everything 24/7 - from content to acquisition to analytics.
this isn't future talk. quietly there are founders who are printing with growth ai agents right now (but they won't tweet about it).
imagine your acquisition agent runs 50 meme accounts simultaneously, testing hooks across different niches, generating 1000 posts daily until it finds what hits.
your research agent analyzes 100k tweets per hour, finding unmet needs and feature requests that no one's building for.
your content agent creates 200 unique hooks daily across X, linkedin, and tiktok, learning from each response, optimizing for what works.
your community agent welcomes every new user personally, handles support tickets in seconds, and turns feedback into feature priorities.
your SEO agent generates 500 pages of perfect content daily, while your ads agent tests 1000 creative variations across platforms, automatically killing what doesn't work. we already use this at @boringmarketer
your email agent writes and tests 50 different sequences, personalizing every message based on user behavior. your analytics agent spots trends before humans could, adjusting strategy in real-time.
the growth stack becomes fully automated, working 24/7. you get the idea.
you pay per result.
what previously required 20 people and $2M in salary now happens automatically with $2k in agent costs. one founder becomes as powerful as a funded startup. customer acquisition becomes predictable.
growth becomes systematic.
winners will be whoever has access to the best agent stack first, whoever has the taste to listen to the right signals and whoever can find the right niche at the right time.
fun to think about because you can see it already start to happen.
game on.
I'm building the same app using all popular AI IDEs.
Their progress is insane
> Replit got way better at UI
> Cursor shipped coding agents
> Windsurf entered the game and made a nice
> V0 can do full-stack apps
> Bolt is turning noncoders into coders
Mega thread on AI IDEs🧵:
YC F24's @circlemind_ai is an open-source RAG that uses knowledge graphs and PageRank for more accurate retrieval. Their RAG is up to 3x more accurate than vector databases.
https://t.co/AqjBhHhA8S
Perplexity Shopping: a one-stop solution to both research and buy products. We’re excited about the transition from just providing answers to enabling native commercial transactions within Perplexity, starting with everyday shopping.
AWS just released a new Multi-Agent AI framework
It lets you manage multiple AI agents, dynamically route LLM queries, maintain context across AI Agents and can be deployed locally on your computer.
100% opensource.