Feed - Buzzberg

18:06
Apr 16

@jaredsleeper

@fred_pope 🥲 Claude hack github and pls fix thanks

13:03
Apr 16

@jaredsleeper

@Curiousjorge65 Agree- just a tension between the "no moats in SaaS" and "need to spend to grow" arguments that is yet to be resolved. My …

12:56
Apr 16

@jaredsleeper

@Curiousjorge65 Totally- I guess the question is, what really happens if Workday starts running at 30% margins? I actually doubt the product…

12:37
Apr 16

@jaredsleeper

A business of Workday’s quality trading 3x is a travesty and I think you have to read it as the market believing that they will destroy valu…

WDAY

HIGH

22:06
Apr 15

@jaredsleeper

"Claude, we need to push something to git to keep my streak alive. What's a small feature you'd recommend?" 🙃

21:57
Apr 15

@jaredsleeper

@MosesSternstein I just don't think it ever really depended on headcount- I think it was/is a share gain story foremost. But I hear you

21:39
Apr 15

@jaredsleeper

@MosesSternstein sure, but was core TAM ever really growing more than 2%?

21:36
Apr 15

@jaredsleeper

@MosesSternstein I think it's actually a pretty modest headwind (and was at best a pretty modest tailwind). If it becomes more of a headwind…

20:46
Apr 15

@jaredsleeper

@s_nav123 A gradual deceleration in growth is arguably just fine at 3x sales- law of large numbers is very really, especially with >50% m…

12:56
Apr 15

@jaredsleeper

Worth following @bstaples as he is now one of the few SaaS CEOs fighting the narrative war in the field- he’s much more active on X recently…

12:50
Apr 15

@jaredsleeper

This sounds good, but it is not really the lived experience of SaaS management teams right now. There is a narrative war, a talent war, etc…

01:22
Apr 15

@jaredsleeper

@BrandonGleklen https://t.co/nrGywWXYyn

23:03
Apr 14

@jaredsleeper

At this point, one way or another, super intelligence (at least domain by domain) seems like a given on any reasonable investment horizon. M…

20:55
Apr 14

@jaredsleeper

@buccocapital @thaAdamLittle @ryan_c_walsh Consistent with my customer survey work, FWIW. Very positive for both. Ofc, doesn't track to re…

20:15
Apr 14

@jaredsleeper

@thaAdamLittle @ryan_c_walsh appreciate it! 🙏

19:49
Apr 14

@jaredsleeper

@ryan_c_walsh Sigma, Gong, Snowflake, Databricks :)

17:58
Apr 14

@jaredsleeper

@SaaSletter thank you! honestly very healthy for me

15:43
Apr 14

@jaredsleeper

@IndraStocks TBH I think already doable. At least for me and the folks I work with.

13:50
Apr 14

@jaredsleeper

If you live in NYC, do yourself a favor and walk around listening to something like this today: https://t.co/OANt8LdxXJ

11:47
Apr 14

@jaredsleeper

It’s the episodic nature of the tax usage, right? In theory not much UI/UX lock-in, people effectively relearn how to use the software eac…

02:37
Apr 14

@jaredsleeper

@ilyasu Unless the schema changes so dramatically that that's impossible! But yes, who knows. Visibility into those apps alone will be a nig…

02:28
Apr 14

@jaredsleeper

Done a certain way, vibecoding could make some systems of record uber-sticky. Imagine every employee has Claude Code and access to the CR…

02:16
Apr 14

@jaredsleeper

@PaneerCap You have no idea how nice it is to tell internal users at Avenir "that's a great idea, build it yourself" when they ask for a fea…

02:08
Apr 14

@jaredsleeper

Some have asked for the version of this I built. Honestly? Build it yourself! Use Claude Code/Github/Railway. Takes a few hours, but I …

00:37
Apr 14

@jaredsleeper

@herbiebradley You think other companies are going to build a full, managed document database as an add-on offering? Maybe

19:36
Apr 13

@jaredsleeper

@RobertCTomko honestly I didn't check

19:26
Apr 13

@jaredsleeper

@RobertCTomko not good enough- need Supadata for that. But Youtube to figure out what comes out

19:07
Apr 13

@jaredsleeper

@buccocapital I built this over the weekend! It rocks. Use the Youtube data API + Supadata

18:38
Apr 13

@jaredsleeper

The average software co is giving the public-facing impression that it is in the stone age w.r.t. to AI adoption. Most probably are. Meanw…

18:24
Apr 13

@jaredsleeper

@ShaleTier7 @rennyzucker In this case, yes IMO because even what folks consider enterprise skews prosumer (i.e. folks swiping corporate card…

18:10
Apr 13

@jaredsleeper

@rennyzucker @ShaleTier7 the title of the chart says what it is :)

18:05
Apr 13

@jaredsleeper

@rennyzucker @ShaleTier7 It's total spend in a panel of credit card users- e.g. the Y axis is useless. Relatively proportions (and the #s be…

12:21
Apr 13

@jaredsleeper

Just an outrageous run for Anthropic, and this dataset is limited to consumers swiping their personal credit cards. Anthropic's consumer b…

16:53
Apr 12

@jaredsleeper

@mmccoll @tizimmer There are some hacks and startups (like @tryprofound) helping companies optimize this. Some similarities to SEO

16:52
Apr 12

@jaredsleeper

@ChrisJB43885664 Stay tuned!

21:20
Apr 11

@jaredsleeper

@tizimmer Yup. Crazy

21:09
Apr 11

@jaredsleeper

This is true, but it is still worth talking about bc the terminal value Q is hard for leaders to influence. Talking about FCF/profit withou…

20:21
Apr 11

@jaredsleeper

@BucknSF Completely agree!

18:22
Apr 11

@jaredsleeper

You can feel the “release mega-powerful models” prisoner’s dilemma forming in real time.

18:19
Apr 11

@jaredsleeper

AI still has zero concept of time, and as a result struggles mightily with cause and effect https://t.co/aT8l9GKzZF

17:22
Apr 11

@jaredsleeper

@taylor_jrj2012 @LangChain 100%! Right now, the imperative is just to adopt (and tbh, could stay that way for a long time). But efficiency-m…

17:10
Apr 11

@jaredsleeper

@GumdropCap Yes I think this is right. Though has outperformed quite a bit, so maybe some of that narrative is already in the stock.

17:09
Apr 11

@jaredsleeper

@noodle_saint_7 (Un)fortunately, it is actually pretty simple to do. More about emotion and intertia than capability, IMO.

16:27
Apr 11

@jaredsleeper

Cash and public stock are utterly fungible. Always have been, always will be. As a result, it would be a huge mistake to cut SBC... that'…

16:26
Apr 11

@jaredsleeper

Cash and stock are utterly fungible. Always have been, always will be. As a result, it would be a huge mistake to cut SBC... that's just …

22:58
Apr 10

@jaredsleeper

@IndraStocks Do you spend 10%+ of your salary on it? IDK man, I use Claude code with close to limit hitting abandon and sure at $200/m make…

20:33
Apr 10

@jaredsleeper

@IndraStocks Genuinely curious, you really don't think there is a principal/agent problem here? Sure, you can be super aware of your spend a…

20:24
Apr 10

@jaredsleeper

@pteq18 this is true today, but it will not last when the spend is big enough.

20:16
Apr 10

@jaredsleeper

@IndraStocks Orders of magnitude cheaper, yes, but eventually the quantum itself becomes relevant. Many portcos of mine are getting to that …

19:59
Apr 10

@jaredsleeper

Hard to believe companies are going to spend 20%+ of their labor budgets on models without a neutral observability layer, at a minimum. No …