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Harry Stebbings

@HarryStebbings • 704,825 subscribers

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Shorts

"We replaced Salesforce with a vibe-coded CRM built for our own workflows. The custom system integrated our AI agents more effectively, worked better for the team, and made Salesforce unnecessary. That decision cut a $600,000 annual software bill to zero." Is this an anomaly or the start of a much larger trend Chamath Palihapitiya Avishai Abrahami Jason ✨👾SaaStr.Ai✨ Lemkin Marc Benioff

"We replaced Salesforce with a vibe-coded CRM built for our own workflows. The custom system integrated our AI agents more effectively, worked better for the team, and made Salesforce unnecessary. That decision cut a $600,000 annual software bill to zero." Is this an anomaly or the start of a much larger trend Chamath Palihapitiya Avishai Abrahami Jason ✨👾SaaStr.Ai✨ Lemkin Marc Benioff

584,961 次观看

What are you doing Vinod Khosla? “I was totally flummoxed by that tweet because it basically handed a weapon to every other firm competing with Khosla Ventures. Khosla has a great team with Keith and a bunch of other people there. It handed every other firm a weapon when they are competing on deals, saying, ‘Is this the partner you want when things go bad?’” Dev Ittycheria Love to hear your thoughts Matan Grinberg Spenser Skates Palmer Luckey Nathan Lands

What are you doing Vinod Khosla? “I was totally flummoxed by that tweet because it basically handed a weapon to every other firm competing with Khosla Ventures. Khosla has a great team with Keith and a bunch of other people there. It handed every other firm a weapon when they are competing on deals, saying, ‘Is this the partner you want when things go bad?’” Dev Ittycheria Love to hear your thoughts Matan Grinberg Spenser Skates Palmer Luckey Nathan Lands

43,946 次观看

Seed round should still be $2M to $3M. “You can do as much for $2M to $3M as you could 10 years ago. If you do not have folks dying to give you capital outside of demo day, that may still be the natural atomic amount of capital. A seed round should still be $2M to $3M.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Charles Hudson Elizabeth Yin 💛 Turner Novak 🍌🧢 Semil

Seed round should still be $2M to $3M. “You can do as much for $2M to $3M as you could 10 years ago. If you do not have folks dying to give you capital outside of demo day, that may still be the natural atomic amount of capital. A seed round should still be $2M to $3M.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Charles Hudson Elizabeth Yin 💛 Turner Novak 🍌🧢 Semil

50,378 次观看

Biggest advice to founders looking for product-market fit “Do not over-optimize for cost in the short term. Build amazing, magical features. If what we thought was magical, the customer thinks is magical and it scales, now let’s start worrying about the cost.” Mike Cannon-Brookes 👨🏼‍💻🧢🇦🇺 Love to hear your thoughts rahulvohra elena verna Gagan Biyani 🏛 Brian Balfour

Biggest advice to founders looking for product-market fit “Do not over-optimize for cost in the short term. Build amazing, magical features. If what we thought was magical, the customer thinks is magical and it scales, now let’s start worrying about the cost.” Mike Cannon-Brookes 👨🏼‍💻🧢🇦🇺 Love to hear your thoughts rahulvohra elena verna Gagan Biyani 🏛 Brian Balfour

14,324 次观看

What makes a durable company in 2026? “The companies that are more durable are the ones that are creating a data loop where usage creates data that no one else has. The data makes the product better, the product attracts more usage, and you create that virtuous cycle. Someone can copy the features, but they do not have all the interactions that you have.” Dev Ittycheria Love to hear your thoughts Sarah Tavel James Currier Casey Winters Auren Hoffman

What makes a durable company in 2026? “The companies that are more durable are the ones that are creating a data loop where usage creates data that no one else has. The data makes the product better, the product attracts more usage, and you create that virtuous cycle. Someone can copy the features, but they do not have all the interactions that you have.” Dev Ittycheria Love to hear your thoughts Sarah Tavel James Currier Casey Winters Auren Hoffman

15,973 次观看

The #1 Priority for Mark Zuckerberg Right Now “I would imagine, as we speak, there are 20 engineers locked in a room somewhere in Palo Alto, literally with guards at the door, saying, ‘Nobody eats and nobody leaves until you ship an Instinct clone.’” Rory O'Driscoll What despite all the resources, is Zuck unable to do, that you are able to do Noah Shinn Jean-Denis Greze 💡 Nir Sabato Flo Crivello Fryd Wiatrowski

The #1 Priority for Mark Zuckerberg Right Now “I would imagine, as we speak, there are 20 engineers locked in a room somewhere in Palo Alto, literally with guards at the door, saying, ‘Nobody eats and nobody leaves until you ship an Instinct clone.’” Rory O'Driscoll What despite all the resources, is Zuck unable to do, that you are able to do Noah Shinn Jean-Denis Greze 💡 Nir Sabato Flo Crivello Fryd Wiatrowski

48,907 次观看

Why do we have barely any of our team in San Francisco today? "Our team in San Francisco is maybe 4% of the company, even though that's where we're founded and where I'm based. Cost and loyalty. Retention of good people has always been really hard." Ryan Petersen

Why do we have barely any of our team in San Francisco today? "Our team in San Francisco is maybe 4% of the company, even though that's where we're founded and where I'm based. Cost and loyalty. Retention of good people has always been really hard." Ryan Petersen

106,301 次观看

Why talking about returns without a timeline attached means nothing “There is a rule in our office that you are not allowed to talk about returns without also talking about time. It is very common on the private side to say you are up 2X, 3X, 5X, whatever. That tells you nothing. If you are up 5X over 30 years, that is horrible. If you are up 5X in five months, that is amazing.” Dave Morehead

Why talking about returns without a timeline attached means nothing “There is a rule in our office that you are not allowed to talk about returns without also talking about time. It is very common on the private side to say you are up 2X, 3X, 5X, whatever. That tells you nothing. If you are up 5X over 30 years, that is horrible. If you are up 5X in five months, that is amazing.” Dave Morehead

21,704 次观看

What Seems Crazy Today but Will Be Commonplace in Five Years “Probably your bot buying a cybercab that starts making money for you. You’ll buy a cybercab that makes money for you, and your bot will run it. That would be pretty sick.” Matteo Franceschetti You think this is possible with that 5 year timeline? What does no one see that everyone should know about autonomous? Brad Templeton Tasha Keeney Menger

What Seems Crazy Today but Will Be Commonplace in Five Years “Probably your bot buying a cybercab that starts making money for you. You’ll buy a cybercab that makes money for you, and your bot will run it. That would be pretty sick.” Matteo Franceschetti You think this is possible with that 5 year timeline? What does no one see that everyone should know about autonomous? Brad Templeton Tasha Keeney Menger

22,130 次观看

"The company's Anthropic bill has grown 6x every month because they keep finding more ways to use AI across the business. What started as tens of thousands of dollars in monthly spend has scaled into the millions as AI becomes embedded in more workflows. The challenge now isn't finding new use cases, it's deciding when the spending becomes too large to justify." How has your spend changed both in quantum and provider, over the last 6 months Nikesh Arora Aaron Katz Lin Qiao Matan Grinberg

"The company's Anthropic bill has grown 6x every month because they keep finding more ways to use AI across the business. What started as tens of thousands of dollars in monthly spend has scaled into the millions as AI becomes embedded in more workflows. The challenge now isn't finding new use cases, it's deciding when the spending becomes too large to justify." How has your spend changed both in quantum and provider, over the last 6 months Nikesh Arora Aaron Katz Lin Qiao Matan Grinberg

46,474 次观看

Why Memory and GPUs Have to Be Co-Located “If you want to do large-scale training like we do, you need the memory to be co-located with a large cluster of GPUs. I can’t just rent from Google, Microsoft, or even Base10 and run training at the scale I want because I need a gigantic memory card next to the GPUs, containing all my data and accessible by the entire cluster.” Cliff Weitzman Love to hear your thoughts on this Bryan Catanzaro Tri Dao Matei Zaharia Naveen Rao

Why Memory and GPUs Have to Be Co-Located “If you want to do large-scale training like we do, you need the memory to be co-located with a large cluster of GPUs. I can’t just rent from Google, Microsoft, or even Base10 and run training at the scale I want because I need a gigantic memory card next to the GPUs, containing all my data and accessible by the entire cluster.” Cliff Weitzman Love to hear your thoughts on this Bryan Catanzaro Tri Dao Matei Zaharia Naveen Rao

21,816 次观看

Why investing in a neo lab now is like investing in Quora or StumbleUpon: "I think right now, if you're going to invest in the new Neo Lab, you're basically investing in Quora or StumbleUpon when Facebook and X came about." Julien Bek I would love to hear how you think about this Nikesh Arora Anjney Midha Deedy

Why investing in a neo lab now is like investing in Quora or StumbleUpon: "I think right now, if you're going to invest in the new Neo Lab, you're basically investing in Quora or StumbleUpon when Facebook and X came about." Julien Bek I would love to hear how you think about this Nikesh Arora Anjney Midha Deedy

28,309 次观看

“Everyone in IT has woken up and realized that these two frontier models could steal a lot of their TAM. Everyone is saying, ‘We better have a different story.’ The enterprises are saying it, Palantir is saying it. If you are an enabling technology for open-weight models, now is peak moment.” Rory O'Driscoll Love to hear your thoughts Naveen Rao Nathan Lambert Simon Willison Anjney Midha swyx

“Everyone in IT has woken up and realized that these two frontier models could steal a lot of their TAM. Everyone is saying, ‘We better have a different story.’ The enterprises are saying it, Palantir is saying it. If you are an enabling technology for open-weight models, now is peak moment.” Rory O'Driscoll Love to hear your thoughts Naveen Rao Nathan Lambert Simon Willison Anjney Midha swyx

23,853 次观看

How does this AI cycle compare to prior technology shifts and transitions? “Those cycles, in my experience, were much more gradual. This seems to be accelerating at an unprecedented pace in terms of how quickly these agentic experiences are maturing and how quickly these companies are growing. We have not seen revenue growth like this in our lifetime, and the demands on the systems of these agentic applications are unlike anything we have ever seen.” Aaron Katz Love to hear your thoughts Rick Heitzmann Jason ✨👾SaaStr.Ai✨ Lemkin Patrick McKenzie Roger Ehrenberg

How does this AI cycle compare to prior technology shifts and transitions? “Those cycles, in my experience, were much more gradual. This seems to be accelerating at an unprecedented pace in terms of how quickly these agentic experiences are maturing and how quickly these companies are growing. We have not seen revenue growth like this in our lifetime, and the demands on the systems of these agentic applications are unlike anything we have ever seen.” Aaron Katz Love to hear your thoughts Rick Heitzmann Jason ✨👾SaaStr.Ai✨ Lemkin Patrick McKenzie Roger Ehrenberg

21,585 次观看

You Will Die If You Make Software For Humans Not Agents: "If you are not making your software for autonomous agents today, you are going to be challenged in the future. You will be severely challenged if you still think human beings are going to buy your software." jerry murdock How does software change when being designed for agents, not humans DHH Matt Biilmann Des Traynor Dylan Field scott belsky

You Will Die If You Make Software For Humans Not Agents: "If you are not making your software for autonomous agents today, you are going to be challenged in the future. You will be severely challenged if you still think human beings are going to buy your software." jerry murdock How does software change when being designed for agents, not humans DHH Matt Biilmann Des Traynor Dylan Field scott belsky

59,682 次观看

"We have everyone do work trials so people know what they’re getting into on both sides. We like candidates to do real work for 1 or several days, often over a weekend. When they see the office full on a weekend, they quickly learn that we’re not joking around." nico laqua What are your single biggest lessons on how to test the quality of candidates pre-hiring Jack Zhang Ryan Daniels Ivan Burazin Ronak Malde

"We have everyone do work trials so people know what they’re getting into on both sides. We like candidates to do real work for 1 or several days, often over a weekend. When they see the office full on a weekend, they quickly learn that we’re not joking around." nico laqua What are your single biggest lessons on how to test the quality of candidates pre-hiring Jack Zhang Ryan Daniels Ivan Burazin Ronak Malde

36,407 次观看

"When companies don't have the best product, they often compete through services instead. Strong enterprise relationships let them sell consulting and implementation, helping customers adopt technology built by others. It's a strategy IBM pioneered, and one that's becoming increasingly common in the AI era." Rory O'Driscoll Does a services-led strategy simply imply inferior product and movement from innovator to incumbent Matan Grinberg Aaron Katz Apoorv Agrawal sunny madra

"When companies don't have the best product, they often compete through services instead. Strong enterprise relationships let them sell consulting and implementation, helping customers adopt technology built by others. It's a strategy IBM pioneered, and one that's becoming increasingly common in the AI era." Rory O'Driscoll Does a services-led strategy simply imply inferior product and movement from innovator to incumbent Matan Grinberg Aaron Katz Apoorv Agrawal sunny madra

25,439 次观看

"The best organizations won't manage token budgets manually. Instead, they'll rely on orchestration layers that automatically route workloads to the right models based on performance, cost, and use case. Keeping track of which model is best for coding, finance, research, or support will become too complex for humans to manage directly, so intelligent routing will become a core part of enterprise AI infrastructure." Aravind Srinivas How will the best orgs of the future manage token budgeting Michael Mignano Nikesh Arora Ryan Petersen mmurph

"The best organizations won't manage token budgets manually. Instead, they'll rely on orchestration layers that automatically route workloads to the right models based on performance, cost, and use case. Keeping track of which model is best for coding, finance, research, or support will become too complex for humans to manage directly, so intelligent routing will become a core part of enterprise AI infrastructure." Aravind Srinivas How will the best orgs of the future manage token budgeting Michael Mignano Nikesh Arora Ryan Petersen mmurph

29,644 次观看

Why Every Large Company is Overstaffed: "Every large company is overstaffed. We could debate how much but it's at least overstaffed by 25%. Most large companies are overstaffed by 50%. I think a lot of them are overstaffed by 75%. Now they all have the silver bullet excuse, ah, it's ai." Marc Andreessen 🇺🇸 Love to hear your thoughts on this tobi lutke dharmesh Eric S. Yuan Jason ✨👾SaaStr.Ai✨ Lemkin Mike Cannon-Brookes 👨🏼‍💻🧢🇦🇺

Why Every Large Company is Overstaffed: "Every large company is overstaffed. We could debate how much but it's at least overstaffed by 25%. Most large companies are overstaffed by 50%. I think a lot of them are overstaffed by 75%. Now they all have the silver bullet excuse, ah, it's ai." Marc Andreessen 🇺🇸 Love to hear your thoughts on this tobi lutke dharmesh Eric S. Yuan Jason ✨👾SaaStr.Ai✨ Lemkin Mike Cannon-Brookes 👨🏼‍💻🧢🇦🇺

43,130 次观看

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Why Meta's new model is a zero “It is a zero because there is no API. We cannot even use it. It is only for internal use by Meta. This is the most performative eval I have seen to date. I am not saying it is not nominally true, and clearly the team has done good work. What is the point of a model that allegedly has parity for the same price, is not even cheaper, and you cannot use?” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts George Cameron Alex Atallah Kavya Kopparapu Simon Willison

Why Meta's new model is a zero “It is a zero because there is no API. We cannot even use it. It is only for internal use by Meta. This is the most performative eval I have seen to date. I am not saying it is not nominally true, and clearly the team has done good work. What is the point of a model that allegedly has parity for the same price, is not even cheaper, and you cannot use?” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts George Cameron Alex Atallah Kavya Kopparapu Simon Willison

Harry Stebbings

131,181 次观看 • 3 天前

Why Remote Work is White Collar Fraud. "I have a three-year-old and a five-year-old. The idea that I could do any work at my house is like a total fantasy. The kids come home at 3pm, your work day needs to keep going. I'm highly against it." Ryan Petersen

Why Remote Work is White Collar Fraud. "I have a three-year-old and a five-year-old. The idea that I could do any work at my house is like a total fantasy. The kids come home at 3pm, your work day needs to keep going. I'm highly against it." Ryan Petersen

Harry Stebbings

5,479,006 次观看 • 3 个月前

Every seed investment is an option bet. “You have to think about the venture portfolio as a bunch of options. Each seed investment is an option bet. You are buying an option to see if it is an outlier, and you want to have enough of those to make sure you have an outlier. When there is true quantitative evidence that it is going to be an outlier, then you position size up.” Venky Ganesan How do seed funds play in a world where mega funds are totally price insensitive and “option bets” is the mindset for seed checks Roger Ehrenberg Charles Hudson 👨🏻‍💻☕️ Ho Nam Elizabeth Yin 💛 Jason ✨👾SaaStr.Ai✨ Lemkin

Every seed investment is an option bet. “You have to think about the venture portfolio as a bunch of options. Each seed investment is an option bet. You are buying an option to see if it is an outlier, and you want to have enough of those to make sure you have an outlier. When there is true quantitative evidence that it is going to be an outlier, then you position size up.” Venky Ganesan How do seed funds play in a world where mega funds are totally price insensitive and “option bets” is the mindset for seed checks Roger Ehrenberg Charles Hudson 👨🏻‍💻☕️ Ho Nam Elizabeth Yin 💛 Jason ✨👾SaaStr.Ai✨ Lemkin

Harry Stebbings

291,707 次观看 • 13 天前

Why the memory layer will become more and more important and how Instinct crushed it “One thing about agents that is rare today but will be incredibly common in the next few years is this memory layer. If you look at Instinct or Muse, one of the things that they have nailed is personalization and learning, making it seem like it is something for you. I think memory is super, super early.” Harrison Chase Love to hear your thoughts Dhravya Shah Taranjeet Noah Shinn Nat Friedman

Why the memory layer will become more and more important and how Instinct crushed it “One thing about agents that is rare today but will be incredibly common in the next few years is this memory layer. If you look at Instinct or Muse, one of the things that they have nailed is personalization and learning, making it seem like it is something for you. I think memory is super, super early.” Harrison Chase Love to hear your thoughts Dhravya Shah Taranjeet Noah Shinn Nat Friedman

Harry Stebbings

28,417 次观看 • 1 天前

"If you are not working 7 days per week, you are going to lose". Corgi Insurance is the most intense workplace culture in startups. - The company works 7 days per week. - Founder (nico laqua) lives and sleeps in the office. - He built a cafe in the office because there was no local cafe that was open 24/7. - 2/3 of the first 30 team members have the Corgi logo as a tattoo. Today I went behind the scenes with Nico, who has used this culture to scale the company to a $2.6BN valuation in just two years. My condensed notes below: 1. If You Are Not Working 7 Days Per Week, You Are Going to Lose: Whatever you can get done in 5 days, you'll get more done in 6 and 7. If you are trying to solve the world’s hardest problems, a standard 5-day workweek will not cut it. 2. Work Trials Repel the Mediocre: Corgi forces candidates into mock work trials over the weekend. If seeing a full office on a Saturday scares them, they don't belong. True intensity acts as a natural filter to attract killers and repel clock-watchers. 3. Lead from the Front Lines You can’t demand 7-day weeks while sitting on a yacht. Nico sleeps 3–4 hours a night on a mattress inside the office. If you want your troops to bleed, you have to be in the trenches with them. 4. Culture Only Means One Thing: Winning Forget superficial jargon like "hackers" or "ex-founders." Strip away the corporate fluff. A great startup culture is aggressively optimized around one single word: Winning. 5. Lifespan vs. Victories Building something world-historic requires radical sacrifice. When asked if he'd rather build a trillion-dollar company and die at 50, or fail and live to 80, the answer was easy. "I would rather measure my lifespan in victories." 6. Reject the Comfort of "Quiet Quitting." If you are operating in a hyper-growth environment and your days off happen to be Saturday and Sunday every single week, you are quiet quitting. To win, you must deliberately bypass the off-ramps of personal comfort and low volatility. Corgi isn't for everyone—and that’s exactly the point.

Harry Stebbings

3,127,707 次观看 • 4 个月前

Why harnesses need to be neutral “You want to be able to switch models. The harness can be very tied to the model, or it can be neutral. The harness’s job is to take the model and interact with everything else, including data, APIs and memory. If you build memory in a way that is linked to the harness, and the harness is linked to the model, then you are kind of stuck.” Harrison Chase Love to hear your thoughts Charles Packer Hamel Husain swyx

Why harnesses need to be neutral “You want to be able to switch models. The harness can be very tied to the model, or it can be neutral. The harness’s job is to take the model and interact with everything else, including data, APIs and memory. If you build memory in a way that is linked to the harness, and the harness is linked to the model, then you are kind of stuck.” Harrison Chase Love to hear your thoughts Charles Packer Hamel Husain swyx

Harry Stebbings

21,730 次观看 • 1 天前

Who is right and who is wrong: Day One or Valar? “Everyone was saying that Day One was suing their portfolio company, which was completely wrong. It is Valar that wants declaratory judgment to move on. Sequoia came in very aggressively, and everyone had to waive their pro rata so that they could get their ownership target. Then Valar let one of their investors invest because they are strategic. This is the whole point: you are not supposed to play favourites. Having said that, when the founders decide to do this, you have just got to get with the programme. It is not your company.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Shaun Maguire Chris Harvey immad Jay Kapoor

Who is right and who is wrong: Day One or Valar? “Everyone was saying that Day One was suing their portfolio company, which was completely wrong. It is Valar that wants declaratory judgment to move on. Sequoia came in very aggressively, and everyone had to waive their pro rata so that they could get their ownership target. Then Valar let one of their investors invest because they are strategic. This is the whole point: you are not supposed to play favourites. Having said that, when the founders decide to do this, you have just got to get with the programme. It is not your company.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Shaun Maguire Chris Harvey immad Jay Kapoor

Harry Stebbings

26,323 次观看 • 3 天前

You need $500,000 a year as a salary just to live in San Francisco today! “Rents in the mediocre apartments in Dogpatch are $10,000 a month now. If it’s $10,000 a month to rent a one-bedroom at The Avalon, how much do you have to make to feel rich? A lot. You need $240K in California pre-tax just to pay the rent. You probably need $480K to feel good about yourself.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Kim-Mai Cutler Garry Tan sam lessin 🏴‍☠️ Noah Smith 🐇🇺🇸🇺🇦🇹🇼

You need $500,000 a year as a salary just to live in San Francisco today! “Rents in the mediocre apartments in Dogpatch are $10,000 a month now. If it’s $10,000 a month to rent a one-bedroom at The Avalon, how much do you have to make to feel rich? A lot. You need $240K in California pre-tax just to pay the rent. You probably need $480K to feel good about yourself.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Kim-Mai Cutler Garry Tan sam lessin 🏴‍☠️ Noah Smith 🐇🇺🇸🇺🇦🇹🇼

Harry Stebbings

280,542 次观看 • 1 个月前

"Triple, triple, double, double is dead. Going from $1M to $3M to $9M is not interesting. You have to go $1M to $15M to $100M." Chetan Puttagunta Ho Nam Keith Rabois Jason ✨👾SaaStr.Ai✨ Lemkin Byron Deeter Tomasz Tunguz is triple triple double double dead? Have our growth expectations changed forever?

"Triple, triple, double, double is dead. Going from $1M to $3M to $9M is not interesting. You have to go $1M to $15M to $100M." Chetan Puttagunta Ho Nam Keith Rabois Jason ✨👾SaaStr.Ai✨ Lemkin Byron Deeter Tomasz Tunguz is triple triple double double dead? Have our growth expectations changed forever?

Harry Stebbings

2,067,928 次观看 • 1 年前

Amazon is right to block Muse. “One, you do not get any revenue from your ad business, and Amazon’s ad business is now larger than their e-commerce profits. The second thing is the basket size gets reduced. If I do this, I just order the thing. If I block them, they will probably come to me anyway, because I am Amazon. So I have leverage.” Rory O'Driscoll Love to hear your thoughts Juozas Kaziukėnas Freda Duan Scot Wingo, CEO ReFiBuy.ai, Poding at Retailgentic Harley Finkelstein

Amazon is right to block Muse. “One, you do not get any revenue from your ad business, and Amazon’s ad business is now larger than their e-commerce profits. The second thing is the basket size gets reduced. If I do this, I just order the thing. If I block them, they will probably come to me anyway, because I am Amazon. So I have leverage.” Rory O'Driscoll Love to hear your thoughts Juozas Kaziukėnas Freda Duan Scot Wingo, CEO ReFiBuy.ai, Poding at Retailgentic Harley Finkelstein

Harry Stebbings

113,211 次观看 • 24 天前

Why I advise not to have a comp plan “I usually advise not to have a comp plan. I usually advise doing 100% OTE for at least the first two quarters. You just do not know what you do not know. I have seen founders make a quota that gets blown out in the first six months and suddenly owe a seller multiple six figures. I have seen the inverse happen as well, where the target is not attainable and you are struggling to get momentum and a tailwind going.” Max Freeman Love to hear your thoughts Mark Roberge @AvenueTP Kyle Norton Peter Kazanjy

Why I advise not to have a comp plan “I usually advise not to have a comp plan. I usually advise doing 100% OTE for at least the first two quarters. You just do not know what you do not know. I have seen founders make a quota that gets blown out in the first six months and suddenly owe a seller multiple six figures. I have seen the inverse happen as well, where the target is not attainable and you are struggling to get momentum and a tailwind going.” Max Freeman Love to hear your thoughts Mark Roberge @AvenueTP Kyle Norton Peter Kazanjy

Harry Stebbings

33,285 次观看 • 7 天前

The Bull Case for Linear Being a $100BN Company: "Linear is the clear winner. They have built an agentic product first that allows us to build 100x more software, and that means 100x more features than ever before. Humans cannot keep up with it, and humans still have to work with agents. If every human on your team's gonna build 500 features and 1,000 issues and you have 10 people on your team, you need a process and a system of record for managing all these issues with your agents. We need a new system of record for it. The team at Linear has figured it out. We have seen an explosion, 50x more agent usage than 90 days ago. This will seem cheap when Replit's at $15BN, Lovable's at $100BN, because Linear will be the one powering them all". Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts, what is your bull case for Linear Karri Saarinen Stephanie Zhan adam bain dick costolo Soleio Dylan Field Miles Clements

The Bull Case for Linear Being a $100BN Company: "Linear is the clear winner. They have built an agentic product first that allows us to build 100x more software, and that means 100x more features than ever before. Humans cannot keep up with it, and humans still have to work with agents. If every human on your team's gonna build 500 features and 1,000 issues and you have 10 people on your team, you need a process and a system of record for managing all these issues with your agents. We need a new system of record for it. The team at Linear has figured it out. We have seen an explosion, 50x more agent usage than 90 days ago. This will seem cheap when Replit's at $15BN, Lovable's at $100BN, because Linear will be the one powering them all". Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts, what is your bull case for Linear Karri Saarinen Stephanie Zhan adam bain dick costolo Soleio Dylan Field Miles Clements

Harry Stebbings

197,926 次观看 • 1 个月前

DeepMind stayed in London because it is better for talent than Silicon Valley. "I saw London and the UK as having incredible talent from top universities like Cambridge, Oxford, Imperial and UCL. There is a deep heritage of scientific breakthroughs and world-class thinkers. There was less competition for that talent, which made it a huge structural advantage for building DeepMind." Demis Hassabis What is the single biggest advantage of building in Europe for you T. Anton Osika Max Junestrand @matiii Chris Parsonson Chris Pedregal Matt Clifford T.reil Alan Chang

DeepMind stayed in London because it is better for talent than Silicon Valley. "I saw London and the UK as having incredible talent from top universities like Cambridge, Oxford, Imperial and UCL. There is a deep heritage of scientific breakthroughs and world-class thinkers. There was less competition for that talent, which made it a huge structural advantage for building DeepMind." Demis Hassabis What is the single biggest advantage of building in Europe for you T. Anton Osika Max Junestrand @matiii Chris Parsonson Chris Pedregal Matt Clifford T.reil Alan Chang

Harry Stebbings

721,551 次观看 • 6 个月前

The controversial question: How do you really calculate revenue? “We look at revenue over the last 28 days and multiply it by 13. What is very important is that we take revenue, not sales. If that is an annual subscription or annual enterprise contract, we prorate this across 12 months. It is only live revenue. We are not taking three-year enterprise deals and baking them into a $1BN figure.” Alex 🧩 Scaling Video GenAI Love to hear your thoughts Ben Murray @cjgustafson222 Dave Kellogg Kyle Poyar

The controversial question: How do you really calculate revenue? “We look at revenue over the last 28 days and multiply it by 13. What is very important is that we take revenue, not sales. If that is an annual subscription or annual enterprise contract, we prorate this across 12 months. It is only live revenue. We are not taking three-year enterprise deals and baking them into a $1BN figure.” Alex 🧩 Scaling Video GenAI Love to hear your thoughts Ben Murray @cjgustafson222 Dave Kellogg Kyle Poyar

Harry Stebbings

72,394 次观看 • 20 天前

My first day at Sequoia and a lesson from Doug Leone "I show up to the office at maybe 4:30 AM. I felt very happy about myself hustling to the office that day. As I'm about to push the door, I see a man on the other side, and he looks at me and goes, 'What are you doing here so early?' I tell him, 'I'm here to take my first call. What are you doing here so early?' And he says, 'I've already taken my first call.'" Julien Bek One thing, single biggest lesson from Doug, what would it be Shaun Maguire Gili Raanan // Cyberstarts David Cahn

My first day at Sequoia and a lesson from Doug Leone "I show up to the office at maybe 4:30 AM. I felt very happy about myself hustling to the office that day. As I'm about to push the door, I see a man on the other side, and he looks at me and goes, 'What are you doing here so early?' I tell him, 'I'm here to take my first call. What are you doing here so early?' And he says, 'I've already taken my first call.'" Julien Bek One thing, single biggest lesson from Doug, what would it be Shaun Maguire Gili Raanan // Cyberstarts David Cahn

Harry Stebbings

184,066 次观看 • 1 个月前

Why you should overpay your sales reps “The bet we took early on was to pay way above market rate for this talent. In return, we were going to expect way above market rate when it comes to output. We will pay 2X what a standard SDR is going to make, but you get to book 40, 50, 60 meetings, which is four to six times what a standard SDR has to book.” Max Freeman Love to hear your thoughts Armand Farrokh Chris Orlob . Brian LaManna

Why you should overpay your sales reps “The bet we took early on was to pay way above market rate for this talent. In return, we were going to expect way above market rate when it comes to output. We will pay 2X what a standard SDR is going to make, but you get to book 40, 50, 60 meetings, which is four to six times what a standard SDR has to book.” Max Freeman Love to hear your thoughts Armand Farrokh Chris Orlob . Brian LaManna

Harry Stebbings

22,136 次观看 • 7 天前

Should we invest in Jev at $10 billion? “Of course we should do it. After the last 20VC, I have decided to recommend up to 30% of the fund. Jev is already 17% of the traffic on OpenRouter and 20% of the traffic through Vercel’s router. Jev is a 70th of the price and 100 times faster. This is exactly the kind of bet we have to do. I do believe there is a 50X upside to $500BN.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Erik Spock Gafni (hiring!) James Hardiman Alex Atallah Malte Ubl

Should we invest in Jev at $10 billion? “Of course we should do it. After the last 20VC, I have decided to recommend up to 30% of the fund. Jev is already 17% of the traffic on OpenRouter and 20% of the traffic through Vercel’s router. Jev is a 70th of the price and 100 times faster. This is exactly the kind of bet we have to do. I do believe there is a 50X upside to $500BN.” Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Erik Spock Gafni (hiring!) James Hardiman Alex Atallah Malte Ubl

Harry Stebbings

43,732 次观看 • 16 天前

What Role Does Not Exist Today But Will Be So Common in Five Years Time: "500K-1M jobs will be created for agent operators. This person will be somewhat technical. They will be deep in the AI world. They're gonna have to understand MCPs and CLIs and they are going to have to know how to write skills. It's going be this group of people that will know how to go into your marketing team or your legal team, or your operations team, or your life sciences research team and this is the person that is basically going to enable that function to get leverage from agents." Aaron Levie Where is this right? Where is this wrong? Jason ✨👾SaaStr.Ai✨ Lemkin GREG ISENBERG Amjad Masad Anjney Midha

What Role Does Not Exist Today But Will Be So Common in Five Years Time: "500K-1M jobs will be created for agent operators. This person will be somewhat technical. They will be deep in the AI world. They're gonna have to understand MCPs and CLIs and they are going to have to know how to write skills. It's going be this group of people that will know how to go into your marketing team or your legal team, or your operations team, or your life sciences research team and this is the person that is basically going to enable that function to get leverage from agents." Aaron Levie Where is this right? Where is this wrong? Jason ✨👾SaaStr.Ai✨ Lemkin GREG ISENBERG Amjad Masad Anjney Midha

Harry Stebbings

357,114 次观看 • 6 个月前

was once valued at $15BN. Today with $1.3BN in ARR and $1.5BN in cash, Monday is valued at just $3.8BN. A 70% decline. One of the hardest hit public SaaS companies. Today I sat down with Monday CEO, Eran Zinman, to ask the really hard questions that no one is asking. Spotify 👉 Youtube 👉 Apple Podcasts 👉 Eran Zinman

was once valued at $15BN. Today with $1.3BN in ARR and $1.5BN in cash, Monday is valued at just $3.8BN. A 70% decline. One of the hardest hit public SaaS companies. Today I sat down with Monday CEO, Eran Zinman, to ask the really hard questions that no one is asking. Spotify 👉 Youtube 👉 Apple Podcasts 👉 Eran Zinman

Harry Stebbings

446,802 次观看 • 7 个月前

The companies saying they've built their own models are bullshitting you. “Most of the people who are training their own model, almost every single time, it is a Chinese model that they have trained or added their own fine-tuning specialization on top of. Then they call it their own model. That is bullshit. You have added to it and tweaked it. You have not trained it from scratch.” Mike Cannon-Brookes 👨🏼‍💻🧢🇦🇺 Love to hear your thoughts Luca Soldaini 🎀 Stella Biderman Charles Goddard Teknium 🪽

The companies saying they've built their own models are bullshitting you. “Most of the people who are training their own model, almost every single time, it is a Chinese model that they have trained or added their own fine-tuning specialization on top of. Then they call it their own model. That is bullshit. You have added to it and tweaked it. You have not trained it from scratch.” Mike Cannon-Brookes 👨🏼‍💻🧢🇦🇺 Love to hear your thoughts Luca Soldaini 🎀 Stella Biderman Charles Goddard Teknium 🪽

Harry Stebbings

13,779 次观看 • 5 天前