SD

Sales @GoogleCloud | Representing myself

[Brian Armstrong @brian_armstrong]

I think it’s time to revisit the accredited investor laws in the US.

Companies are staying private longer, where only accredited investors (aka rich people!) can invest. Retail investors can only come in after IPO, when much of the upside has already been captured.

These rules were created with the best of intentions, to protect regular people from scams - a noble idea. Unfortunately, in practice they've often made it illegal to get richer, unless you're already rich. A regressive tax!

We have to judge policies based on their outcomes, not on their intentions.

These are two possible routes I see:

1) Replace the rule with something merit-based, like a financial literacy test. Pass it and you're accredited. Having a qualification based on competency rather than your bank balance or income seems far more fair.

2) Remove the rule entirely. Let consenting adults assess their own risk. Disclosure requirements stay and fraud enforcement stays to punish bad actors.

[Jasper Dekoninck @j_dekoninck]

For the first time in a very long time, we have a non-OpenAI model as #1 on MathArena! Gemini 4 Carbon takes over the first place from GPT-6.1 Sol, with Fable 5.2 taking #2.

[SD @sd_chak]

Interesting question Denis.

1. My CoS agent reminds & drafts the follow ups too. It's trained on my style. And it learns based on the response (continuous eval loop).

2. Agent having access to your emails, chats and drive has better memory about your accounts.

3. Multimodal / Voice notes to the Muse like agents post calls builds interesting knowledge graphs.

It can be pushed to CRM for org level tracking.

[SD @sd_chak]

AI agents + humans consume data and context differently.

CRM is here to stay.

The current UX is not going to work in a hybrid world.

The current ones are pushing towards a UI less world.

[Brian Halligan @bhalligan]

I'm back as CEO of @HubSpot today.

@dharmesh and I are completely re-founding the company. Its day 1. We're now the Customer Harness Company.

In the next few days, I'll post about why I'm coming back and what my plans are. LFG!

[SD @sd_chak]

1. Future of agentic commerce
2. @ChatGPT becomes the new playstore or one click or agentic buy destination
3. 1B+ MAUs - the trust will lead to transactions

Only question - is it too early?

[Ashley Capoot @ashleycapoot]

Exclusive: OpenAI announced ChatGPT Wallet, a new payment feature that enables its “dots” agents to make purchases on behalf of users.

The launch comes as a growing number of consumers are exploring how to use personal agents in their daily lives.

More:
https://t.co/2mqQwU226u

[SD @sd_chak]

The plot twist - tweet of the week

[Ritesh Banglani @banglani]

Recap of the day's headlines: There was a cheating scandal and the top guy lost his job. Turns out more people were involved than previously thought, and there will be an official investigation.

But enough about the Australian cricket team.

[Ritesh Banglani @banglani]

Recap of the day's headlines: There was a cheating scandal and the top guy lost his job. Turns out more people were involved than previously thought, and there will be an official investigation.

But enough about the Australian cricket team.

[SD @sd_chak]

@kaleighf But who is paying?

[SD @sd_chak]

Buying will change for sure.
1. Ai will buy from AI & humans too.
2. Path to purchase for b2b will drastically change
3. Following up, will get solved through AI
4. The art of knowing the customer deep and understanding incentive remains in vogue forever

[Eric Nordhoff @ericnordhoff]

Hot take: AI won't replace salespeople. It will replace salespeople who don't follow up.

[SD @sd_chak]

I think the risk is lower.
1. The capture on the application layer will go in full steam from 2027

2. Given some of these are circular deals, the incentive to keep it alive is very high

3. Habits are just getting formed both on the consumer & enterprise side.

For Business: So initially it will be new budget line capture. Then other SaaS capture. May be, the headcount capture. The ability to build custom build infra to increase margin will also come into picture.

Consumer side - advertisers follow traffic and intent. Initially it will unlock new budgets. Then agentic commerce will capture other revenues.

2027: would be the year of true AI disruption.

[MTS @MTSlive]

Google DeepMind researcher @EgeErdil2 estimates a greater than 10% chance that major AI labs could go bankrupt within the next 3 years, potentially wiping out their shareholders:

"I think they could go bankrupt, yeah. The assets would not go away. They have a bunch of compute. But it means the equity holders could get wiped out."

"Labs have to enter into these long-term multi-year contracts for compute. They have to say, 'Look, we will buy whatever you can produce, so you don’t have to worry about that.' But that puts them on the line for a very large amount of spending."

"If the demand for AI just doesn't materialize as much as we think, then compute prices fall dramatically, then all of these commitments are underwater. It's essentially like you’ve committed to buy an H100 hour in two years for $3 and it’s fallen to like $1. So it's a very dangerous situation. It’s a very levered bet that things will go well."

"I think them going bankrupt still remains below 50% chance over the next three years. But I think there's a decent chance of it. I think more than 10% chance."
@GoogleDeepMind

[SD @sd_chak]

@jeromedruss Hence - A2A works great for agents. Humans will do tool calling, logging (& I am expecting more).

Or the personal agent will read context from CRM.

In that the value will accrue at the agent level.

[SD @sd_chak]

@ben_sage The first 1 percent is helping refine the final UX.

We are the data & workflow suppliers.

[SD @sd_chak]

I genuinely thought that the Enterprise version of @instinct will be built on @SlackHQ and the Slack team will only build it.

There is so much context sitting on Slack & @salesforce

It would just be game changer (in my head at least ;)).

[SD @sd_chak]

I see CRMs becoming the Chief of Staff agents like Muse. Always on.
It will obviously work on top of the system of records. But it will do way more than that.

Logging is a very interesting question.

For a mid market seller, it becomes difficult to retain the memory context of a customer (emails, face to face meetings, video calls etc.).

Logs have meeting transcripts. Org structure mapping (sponsor, blocker) along with market intelligence sits outside CRM.

The knowledge graph is fairly clueless. Companies lose a lot of context on a rep departure.

Today a lot can be integrated.

So I see the world to be moving differently for the top sellers.

Either platforms will give it to them. Or they will vibe code.

[SD @sd_chak]

@1Umairshaikh Choices!

[SD @sd_chak]

@davegerhardt GTM sounds cooler. May get a few MBAs to join.

[SD @sd_chak]

@bhalligan Brian - as a seller I would like my CRM to be the single interface where everything else is a tool (sheets, emails, chats, content & all).

Claude Code has shown the way.

But CRM harness with simpler GUI & always on agents will change the future of sales.

[SD @sd_chak]

Most AI usage still very inefficient.

model routing should be automatic. This is the new second price auction model.