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  1. 0:00Uh, so, I'm really excited about this
  2. 0:03talk. And can kind of fair warning, uh,
  3. 0:05the way I like to think about this talk
  4. 0:07is, um, like I sent it to Rob and Sonia
  5. 0:10ahead of time,
  6. 0:11is I said like this is about as close to
  7. 0:13like religion and politics as I think we
  8. 0:16get here. Uh, cuz there are some kind of
  9. 0:19personal beliefs and biases that I'm
  10. 0:21going to share, but I think this is the
  11. 0:24message that you all and I like need to
  12. 0:27hear. Uh, this is not the
  13. 0:30message that you might want, uh, but I
  14. 0:32think this is the thing that we all
  15. 0:34need. And this is not all good, uh, just
  16. 0:36to kind of preface it. Um, but but there
  17. 0:38is like the silver lining at the end.
  18. 0:41Uh, and so, in Micro MicroConf
  19. 0:44tradition, uh, this is my why. Uh, we're
  20. 0:47all here for a reason. This is my
  21. 0:49family. Uh, when when I very first
  22. 0:52started listening to the podcast and
  23. 0:54following Rob, uh, we were only three.
  24. 0:57Uh, and now we're four. And my son on
  25. 0:59the right here is taller than me. Uh,
  26. 1:01so, 13, 15-year-old kids and my wife
  27. 1:03Amanda. Um,
  28. 1:05this is why I do everything I do, right?
  29. 1:09Uh, to make as much money as possible
  30. 1:11and have as much freedom as possible so
  31. 1:13I can do things with them. Uh, and so, I
  32. 1:15think as we talk about this really
  33. 1:18sensitive subject, uh, I want you all to
  34. 1:20keep your why
  35. 1:22in mind because, uh, I think it helps us
  36. 1:25frame what's going on in our lives with
  37. 1:28AI and SaaS a little better.
  38. 1:35So, that's it. I told Rob this is going
  39. 1:37to be a quick talk.
  40. 1:40No. Uh,
  41. 1:42I I do think some of us are in
  42. 1:45big trouble because of AI. Uh, I think
  43. 1:48to ignore this, and this is the part
  44. 1:50that I think you need to hear, uh, is me
  45. 1:53not doing justice to y'all cuz I'm just
  46. 1:55like y'all. So, Castos, my SaaS
  47. 1:57business, been doing it for 8 years.
  48. 1:59Um
  49. 2:01I am worried a lot about what's going on
  50. 2:03with AI and the longevity of my
  51. 2:06business. And I wouldn't lie to you and
  52. 2:08say that I think it's all just like
  53. 2:09sunshine and rainbows, cuz cuz I think
  54. 2:11it's not. And if you assume that the
  55. 2:13next 8 years for me or 10 years for
  56. 2:16y'all or Where's Harry?
  57. 2:1820 years, right? Maybe? Yeah?
  58. 2:21Uh are the same, like I I think you're
  59. 2:23lying to yourself. And so, I'm going to
  60. 2:24walk through kind of why I think some
  61. 2:27things are different and will never be
  62. 2:28the same.
  63. 2:29Uh what we can all do to protect
  64. 2:31ourselves and our businesses and our
  65. 2:33whys against uh [snorts] the things that
  66. 2:36are coming and then how we can lean into
  67. 2:38and take advantage of these to be
  68. 2:40productive and proactive and and take
  69. 2:43advantage of the biggest technological
  70. 2:44shift, I think I've ever seen.
  71. 2:47Uh since the internet. Um because the
  72. 2:49fact is
  73. 2:51SaaS
  74. 2:52is greatly affected by AI. And it's not
  75. 2:55just SaaS, right? And it's not just tech
  76. 2:59that's disrupted by AI. And it's not
  77. 3:02just our jobs, like I think we all have
  78. 3:04jobs, right? But it's not our roles in
  79. 3:06our companies or jobs in general.
  80. 3:10I think it's the whole economy.
  81. 3:14And if you pay attention to the news,
  82. 3:16like
  83. 3:17this shouldn't be a surprise.
  84. 3:20So,
  85. 3:21this is about 2 months old, the
  86. 3:23beginning of the SaaS apocalypse.
  87. 3:26Uh this big drawdown, 285 billion
  88. 3:30dollars of equity erased from the
  89. 3:33markets.
  90. 3:34Anybody remember this? Why did this
  91. 3:36happen?
  92. 3:40This was as a result of a blog post by
  93. 3:43Anthropic about a bundle of skills in
  94. 3:45the legal space.
  95. 3:48So, a blog post erased whatever 300
  96. 3:51billion dollars
  97. 3:52in stock market valuation.
  98. 3:55Uh you know, whatever. You might think
  99. 3:57people in the public markets are idiots.
  100. 3:59I think sometimes, uh but but not like
  101. 4:01that much. They're not that wrong, I
  102. 4:03don't think. Uh and so, when things like
  103. 4:05this happen, I think we should pay
  104. 4:07attention and generally kind of be aware
  105. 4:09of what's going on.
  106. 4:12Uh this is a pretty cool-looking graph,
  107. 4:15I think, right? It's like uh what is it?
  108. 4:17Like uh what do you see when you see
  109. 4:20this graph? Like this is like one of
  110. 4:21those dreamscape things. Uh so, this is
  111. 4:23pretty cool graph, but again by
  112. 4:24Anthropic. And again, like they're
  113. 4:26really good marketers, right? Like we're
  114. 4:28going to talk about some of the stuff
  115. 4:29they're doing later and why you maybe
  116. 4:30shouldn't pay attention, uh but this is
  117. 4:33in the blue, potential disruption of
  118. 4:36jobs by AI, uh by job type, right? So,
  119. 4:39up top, like management, business
  120. 4:41finance, developers.
  121. 4:44Uh and then the red is like what's act-
  122. 4:46been actualized already.
  123. 4:49And so, if I come over here and see my
  124. 4:50notes, uh 94%
  125. 4:53of jobs could be replaced.
  126. 4:56Um
  127. 4:56and so far, like less than a third have
  128. 4:58been. And we've seen layoffs every week,
  129. 5:01right? Um
  130. 5:03and so,
  131. 5:04you know, this is from
  132. 5:07uh Andrej Karpathy, one of the
  133. 5:09co-founders of OpenAI. Uh all of the red
  134. 5:12here are jobs who will be negatively
  135. 5:16impacted by AI over the course of the
  136. 5:18next few years, uh with a score of like
  137. 5:21between one and 10, between seven and
  138. 5:22higher. Uh and this is $3.7 trillion
  139. 5:26of wages that could be lost.
  140. 5:29Um
  141. 5:30so, is this like everybody happy?
  142. 5:32Everybody like, "Yeah, this is [ __ ]
  143. 5:34great. Like I can't believe we're ending
  144. 5:36the conference on this."
  145. 5:37Uh there's just one more.
  146. 5:40Uh the iShares uh ETF that tracks like,
  147. 5:43you know, SaaS generally down 30% in the
  148. 5:46last 6 months.
  149. 5:50Told you this is like what I think we
  150. 5:52all need to hear. Um but like hey, we're
  151. 5:55entrepreneurs, we're founders, we've
  152. 5:57like seen this stuff before, right? Uh
  153. 6:00so yeah, you know, web frameworks,
  154. 6:03Laravel, Ruby on Rails, Next.js, Django
  155. 6:06made everything easier for us, right?
  156. 6:08Yeah, totally. Um cloud computing,
  157. 6:10right? I don't have to buy the $10,000
  158. 6:12server to start my thing. I can just go
  159. 6:14to Vercel and launch this thing for 10
  160. 6:17bucks. Totally true. Uh lowered the
  161. 6:20barrier, made it easier for us all to do
  162. 6:22stuff.
  163. 6:24Payments, right? This is uh Stripe's
  164. 6:26seven-line implementation of payments.
  165. 6:28Like again,
  166. 6:30uh made things easier for us all to do
  167. 6:32as entrepreneurs and founders. And I
  168. 6:34would argue a lot of AI is doing similar
  169. 6:37things, but I think it's also a little
  170. 6:39different. And so like all of these have
  171. 6:41enabled us to do more
  172. 6:43with less.
  173. 6:45And I think
  174. 6:47this time is different. And you might be
  175. 6:49like, yeah, it's different in ways, and
  176. 6:51maybe that's true.
  177. 6:53But I do think it's different because
  178. 6:55before
  179. 6:56all these advancements
  180. 6:58kind of lowered the barrier, made it
  181. 7:00easier for us to do stuff. But AI to me
  182. 7:03is just entirely replacing
  183. 7:06jobs and roles.
  184. 7:09And if I take like a half a step back, I
  185. 7:10think that's the big
  186. 7:13existential risk to us all is just like
  187. 7:17there's not going to be people with jobs
  188. 7:19in the medium term. And I'm going to
  189. 7:20talk about like the long term cuz I'm
  190. 7:21actually really bullish on the long
  191. 7:23term. But I think in the medium term we
  192. 7:25have a rough couple of years, not
  193. 7:27because of
  194. 7:28someone vibe coding our product. Like
  195. 7:30that's a medium kind of risk. I think
  196. 7:32the risk in the next couple of years is
  197. 7:34just going to be the economy.
  198. 7:36And there's not much we can do about it.
  199. 7:38But I want us to be ready to
  200. 7:42like prepare ourselves and our
  201. 7:43businesses to weather this time.
  202. 7:45And so, um
  203. 7:47Does anybody remember this MicroConf?
  204. 7:50No, this is a Gemini uh image, but I
  205. 7:52want to
  206. 7:53>> [laughter]
  207. 7:55>> But I want to uh I want to see, like,
  208. 7:58talking about replacing roles. Uh okay,
  209. 8:00so, i- if you've been in business for a
  210. 8:03couple of years, raise your hand if you
  211. 8:05were like hiring 2 years ago.
  212. 8:09Come on, raise them. Okay, cool. Uh so,
  213. 8:11like, half, two two-thirds of the room.
  214. 8:12Okay. Keep No, keep them up. Keep them
  215. 8:14up. Uh keep your hand raised if you were
  216. 8:16hiring a year ago.
  217. 8:20Cool, like most of us. Uh keep your hand
  218. 8:23raised if you're hiring today.
  219. 8:26Yeah.
  220. 8:29I don't Okay, that's a lot more than I
  221. 8:31thought, honestly. So, I'm like, oh,
  222. 8:32[ __ ] Um
  223. 8:35I talked to uh Liana mentioned, like, I
  224. 8:38serve as advisor in residence at
  225. 8:39TinySeed, where uh you know, companies
  226. 8:41coming in are between, like, a couple
  227. 8:43thousand dollars MRR to, like, gosh, I
  228. 8:45don't know, 50 grand.
  229. 8:47Um
  230. 8:49And they just got funding, right? So,
  231. 8:51they're like, I got to go I got to go
  232. 8:53spend this money, right? Cuz that's the
  233. 8:54whole trade-off. It's like, hey, we're
  234. 8:55going to give up a little equity, get a
  235. 8:56little bit of money so we can grow
  236. 8:57faster.
  237. 8:58Uh even within TinySeed, I don't talk to
  238. 9:02a lot of people who are hiring. Uh I
  239. 9:04certainly don't talk to a lot of
  240. 9:05TinySeed companies that are past like a
  241. 9:07year
  242. 9:09who are hiring. And I don't talk to a
  243. 9:11lot of
  244. 9:13bootstrapped SaaS businesses who are
  245. 9:15kind of established who are hiring right
  246. 9:17now. You know, the comment um from Oh,
  247. 9:19Victor's not here.
  248. 9:21Victor Keller, I've known Victor a long
  249. 9:22time. He's like, "Why would I hire
  250. 9:25anyone anymore because I can do
  251. 9:27everything I need to do
  252. 9:29with AI to run my business."
  253. 9:32Does anybody like resonate with that?
  254. 9:36Yeah, like almost as many people hands
  255. 9:38that went up originally. I think that's
  256. 9:40I think that's kind of the meta theme
  257. 9:41here is like cuz cuz I feel super
  258. 9:43empowered and like that's a good and bad
  259. 9:44thing sometimes, but I think that's like
  260. 9:46the immediate effect on kind of the
  261. 9:48economy and how we run our businesses.
  262. 9:53Um okay, so I want to talk about three
  263. 9:55and there's probably more, but there's
  264. 9:57kind of three that step out to me as
  265. 9:59like immediate kind of threats to my
  266. 10:01business and and probably yours. Uh and
  267. 10:03again, I say all this like I'm not like
  268. 10:05hopefully preaching, but like I think
  269. 10:07about this all the time cuz like again,
  270. 10:09my why, my family, like Castos pays our
  271. 10:11mortgage and our kids to play volleyball
  272. 10:13and stuff like that. And so I want to be
  273. 10:15really aware of this stuff.
  274. 10:16Um the first is probably the most
  275. 10:19obvious, right? Is that like our product
  276. 10:21just gets
  277. 10:22commoditized. And yeah, you might like
  278. 10:24roast me for saying someone can vibe
  279. 10:26code my product in a weekend. And like
  280. 10:27yeah, they're not going to vibe code
  281. 10:29Castos or Salesforce or whatever.
  282. 10:32But I think a lot of times we know like
  283. 10:34our customers don't need all of the
  284. 10:36things that we do, right? And could they
  285. 10:38do just like this one little thing to
  286. 10:40get this one reporter or this one way to
  287. 10:42store a file or this one API or
  288. 10:45something? Like yeah, like they probably
  289. 10:47could. And is that good enough
  290. 10:49to get on the other hand like the
  291. 10:51benefit of customization and like owning
  292. 10:54the data and and kind of having control
  293. 10:56over thing? Like heck yeah.
  294. 10:58Um
  295. 11:00I was talking to one of the Conversion
  296. 11:01Factory guys and I said like we Castos
  297. 11:04we charge $19 a month. So like first of
  298. 11:06all, don't ever [laughter]
  299. 11:08>> [gasps]
  300. 11:08>> start a SaaS business where you charge
  301. 11:09$19 a month. It is just it's rough.
  302. 11:12But uh
  303. 11:14ChatGPT's 20 bucks a month. Claude's 20
  304. 11:16bucks a month.
  305. 11:17For us to have the gall, I think in some
  306. 11:19ways, to say we are equivalent value to
  307. 11:23the most impressive piece of software
  308. 11:24ever,
  309. 11:26I I think is weird, right? Like I don't
  310. 11:28know like we we we churn hasn't really
  311. 11:30changed for us, but I think increasingly
  312. 11:33people are going like, "Gosh, I can do
  313. 11:34kind of like everything with Claude for
  314. 11:3620 bucks a month, and then I'm going to
  315. 11:38pay Castos 20 bucks a month." Uh I think
  316. 11:40that like the
  317. 11:42psychology
  318. 11:43is is kind of changing there, especially
  319. 11:45for like new customers. I think like
  320. 11:47we're starting to see some early signs
  321. 11:49of this and talking to with some of my
  322. 11:50peers, and they're like, "Yeah, like
  323. 11:51churn really hasn't changed, but like
  324. 11:53new trials are dropping."
  325. 11:55That that's that's kind of like the
  326. 11:56early sign of this, I think. And so like
  327. 11:58willingness to pay for a dedicated SaaS
  328. 12:01solution, and you see this on Twitter,
  329. 12:03right? It's like, "Why would I pay like
  330. 12:04500 bucks a month for a HubSpot when I
  331. 12:06can just make this myself?"
  332. 12:09Not true, right? But like not false,
  333. 12:11either, I think. Um you could use Notion
  334. 12:15and Claude code [snorts] and Airtable or
  335. 12:18whatever and get like a good CRM that
  336. 12:20does most of what you need from HubSpot
  337. 12:23for relatively free.
  338. 12:26So I think like the perception of the
  339. 12:27value of your product changing over time
  340. 12:30is absolutely a thing we need to pay
  341. 12:32attention to. And again, I think this is
  342. 12:34what we need to hear,
  343. 12:35uh even if you don't like it. Um
  344. 12:38I think the most interesting one is your
  345. 12:39team. I'm going to talk about what we do
  346. 12:42uh in empowering our team to lean into
  347. 12:44AI in a minute,
  348. 12:45but I think the most interesting thing
  349. 12:47here is us getting kind of like
  350. 12:49Is the word lobotomized where you just
  351. 12:51like go brain dead, right? I
  352. 12:54>> [laughter and gasps]
  353. 12:54>> I think uh I think this is a real risk,
  354. 12:56especially in kind of creative ventures.
  355. 12:58Like, "Hey, if all I can do is talk to
  356. 13:00Claude code or Codex or something like,
  357. 13:02what real value do I bring as a founder
  358. 13:05or a marketer or a developer, especially
  359. 13:08for kind of non-deterministic things
  360. 13:09like marketing, right? Creative things."
  361. 13:12Um
  362. 13:13And then I think there's this
  363. 13:14existential threat that we all are
  364. 13:17feeling right now of like, "What the
  365. 13:19heck am I doing here? If the robots can
  366. 13:22do everything, like what unique value do
  367. 13:24I bring? And what unique value does each
  368. 13:26person on my team bring when
  369. 13:28Yeah, not today. Like AI can't do
  370. 13:31everything, but gosh, like think about 6
  371. 13:33months ago. Think about 3 months ago
  372. 13:35what it was doing. Uh and then if we
  373. 13:37kind of extrapolate forward 2 years,
  374. 13:39like where are we going to sit in all
  375. 13:41this?
  376. 13:43And then I think this is the biggest
  377. 13:44one.
  378. 13:45This is the biggest one by far. Like I
  379. 13:47know there are products maybe here today
  380. 13:50that are basically a skill.
  381. 13:52Right?
  382. 13:54You're like a connector for this thing
  383. 13:55and you do this and you transform this
  384. 13:56stuff and then it pops out the other
  385. 13:58end.
  386. 13:59Like I think the reality is most people
  387. 14:01have no idea what Claude Code or Codex
  388. 14:03is and they don't know what skills are
  389. 14:05and so they haven't caught on yet. But
  390. 14:06if your business is a skill,
  391. 14:09the frontier models like just deliver
  392. 14:11this already. They have enormous
  393. 14:13distribution. Like literally everyone in
  394. 14:14the world uses them.
  395. 14:16And the functionality for this will be
  396. 14:18free.
  397. 14:20>> Hey, Rob Walling here. If you're
  398. 14:21watching this and thinking, I wish I
  399. 14:23could be in the room for talks like
  400. 14:25this. You can and you should. So much of
  401. 14:28the magic at our events happens in the
  402. 14:31hallway track. That's where you connect
  403. 14:32with two to 300 like-minded founders who
  404. 14:35are trying to solve many of the same
  405. 14:37problems you are. I hope you'll join us
  406. 14:39at our next event. Head to
  407. 14:40microconf.com/events
  408. 14:42to grab your ticket. Our next one is in
  409. 14:44Iceland in September of 2026 and then
  410. 14:46we'll be in Austin in April of 2027.
  411. 14:50>> So who was it that stole this slide
  412. 14:52earlier?
  413. 14:54I loved it. I was like motherf- I can't
  414. 14:56believe that that you asked this. But I
  415. 14:58think this is the Formspree. Was it
  416. 15:00Who's
  417. 15:01Yeah.
  418. 15:02This is so cool. I use Formspree. Uh and
  419. 15:05I I use Formspree exactly how uh
  420. 15:09this like is described. Uh it was
  421. 15:11suggested to me by Claude Code. I'd
  422. 15:13never heard Sorry, I'd never heard of
  423. 15:14Formspree before like 3 weeks ago when I
  424. 15:16converted my site over and it was like,
  425. 15:18"Hey, you need a way to send contact
  426. 15:20form and you should just use Formspree.
  427. 15:21Go here. They have a good free plan
  428. 15:22getting an API key and and give it to
  429. 15:24me.
  430. 15:27Right?
  431. 15:28Um so, this is a graph of Stack Overflow
  432. 15:30traffic over the last, whatever,
  433. 15:3320 years.
  434. 15:37That's not great.
  435. 15:39Um
  436. 15:40I mean, this is not surprising, right?
  437. 15:42Like, this was the way that many of you
  438. 15:44learned to develop is like, I'll just go
  439. 15:45to Stack Overflow, copy and paste stuff
  440. 15:47in and see how it works, and we'll kind
  441. 15:48of figure this out. Uh like, times
  442. 15:51change, right? This is not the most
  443. 15:53effective way to get value anymore. Uh
  444. 15:56and so, as a result, like, the market
  445. 15:57spoke, and they just get no traffic
  446. 15:59anymore.
  447. 16:01This one's super sad to me.
  448. 16:03Um Adam Wathan, founder of Tailwind CSS,
  449. 16:073 months ago, maybe, laid off 75% of
  450. 16:11their team.
  451. 16:12Very unfortunately, because the agents
  452. 16:14and the models knew the documentation of
  453. 16:16Tailwind CSS so well
  454. 16:19that no one had to go to their site.
  455. 16:21They had a 80% drop in traffic to their
  456. 16:23site, and I they sold, you know, premium
  457. 16:26products or whatever.
  458. 16:27But, the models and the agents were so
  459. 16:30good at implementing their free product
  460. 16:31that nobody had to upgrade to a paid
  461. 16:33plan.
  462. 16:35And like, Adam's a super smart guy.
  463. 16:36Like, I know him. Like, this not his
  464. 16:38fault at all. And this is none of our
  465. 16:40faults. Like, I think that's the one
  466. 16:41thing I want to say is like, what's
  467. 16:42happening in this transition of AI is
  468. 16:46not like my fault or your fault or any
  469. 16:49It's not Rob's fault even.
  470. 16:51>> [laughter]
  471. 16:53>> We didn't ask for this, you know? Like,
  472. 16:55the good and the bad. Like, the I
  473. 16:56definitely asked for the good, but we
  474. 16:57didn't ask for the bad, which is we all
  475. 17:00are forced to reinvent ourselves.
  476. 17:02Like, as of today. And I hope that's the
  477. 17:04one thing that you leave with is like,
  478. 17:06[ __ ] is going to get bad if you don't
  479. 17:07think about yourself and your business
  480. 17:09in a different way.
  481. 17:12Uh so, you know, moving to the good way,
  482. 17:14this is uh
  483. 17:15you know, the folks at Linear are
  484. 17:16amazing. Like, this is an image that
  485. 17:18they put out in their blog post about
  486. 17:20kind of the new version of Linear. And
  487. 17:22everybody in here uses Linear. Like we
  488. 17:24don't use Linear, but I know it's like
  489. 17:25the cool issue tracker. Uh, we just use
  490. 17:28GitHub. But like
  491. 17:29they went from like we're an issue
  492. 17:31tracker that replaces GitHub issues to
  493. 17:33like surrounding the entire ecosystem of
  494. 17:37agents, rules, context, and kind of that
  495. 17:40customer product feedback loop. Which
  496. 17:42like to me, as a non-technical founder,
  497. 17:45is the most important thing in SaaS,
  498. 17:47right? Like listen to your customers,
  499. 17:49make the [ __ ] they want, and deliver,
  500. 17:50and keep doing that over and over. And
  501. 17:52they're like pretty smart folks. And
  502. 17:54they're like, "Hey, why don't we just
  503. 17:55like say that we are the tool that lets
  504. 17:58you do that really well."
  505. 18:01So there's like an evolution, right? Of
  506. 18:03we're not an issue tracker, we're like
  507. 18:04the thing that lets you deliver on the
  508. 18:06most important function of a SaaS tool.
  509. 18:09SaaS business.
  510. 18:11So that's cool. Uh, like these guys are
  511. 18:13like the epitome of a MicroConf type
  512. 18:16business, right? Basecamp.
  513. 18:19Basecamp coming out with a CLI, right?
  514. 18:22This this is like where the puck is
  515. 18:25going, right?
  516. 18:26Is you have to have these kinds of tools
  517. 18:30to enable your customers to get value
  518. 18:33from your product the way they want to
  519. 18:35in the future. And like like Rob said,
  520. 18:37we are super early in this and very
  521. 18:39fairly we do not have a CLI or an MCP at
  522. 18:42Castos.
  523. 18:43Uh, partly because like we're not the
  524. 18:45kind of product that like has to have
  525. 18:47this today, I don't think. Anthony.
  526. 18:49Yeah, maybe maybe we're not. We we uh,
  527. 18:52we we debated it as of like 2 weeks ago.
  528. 18:54We think we have kind of bigger fish to
  529. 18:56fry here. Um, but we we considered
  530. 18:59putting off a very very valuable feature
  531. 19:03to do this. And it was really close. In
  532. 19:05the end we decided this is going to
  533. 19:06wait. Um,
  534. 19:09but I I this has to be part of the
  535. 19:11calculus one for discovery. Talking
  536. 19:13about Formspring, like, hey, how do
  537. 19:15people find us in
  538. 19:17increasingly? It's like, well, Claude
  539. 19:19Code said to use Formspring or Claude
  540. 19:21Code said to use Cast Docs or SavvyCal
  541. 19:23or whatever. Uh that's a that's a as,
  542. 19:27you know, to Amanda's talk yesterday,
  543. 19:29impressions maybe going up, but clicks
  544. 19:31are going down. I think part of that is
  545. 19:32like, we're just getting the answer from
  546. 19:35a different way. And if you're not
  547. 19:36showing up where that answer is
  548. 19:38generated,
  549. 19:39you're missing a big opportunity.
  550. 19:43Okay, so very early, right? When it
  551. 19:45comes to MCP and CLI and SDK and ABC,
  552. 19:49uh we're like really early with all this
  553. 19:51stuff, but I don't think that you can
  554. 19:53ignore
  555. 19:55where this is going. Cool?
  556. 19:57I promise this is going to get better.
  557. 19:59Um okay, so is it Britney? Like, what a
  558. 20:02girl wants? Is that Is that right? Yeah.
  559. 20:04What a girl wants. What does an agent
  560. 20:07want?
  561. 20:08What does an agent want?
  562. 20:12Context?
  563. 20:16Ooh, okay.
  564. 20:18Uh okay.
  565. 20:23Humans? Yeah, rent a human, right? Who
  566. 20:26would have thought we'd have a website
  567. 20:27that's like rent a human? That like
  568. 20:28isn't that really like wrong and illegal
  569. 20:31and uh
  570. 20:32okay, what what does an agent want?
  571. 20:34Anybody else?
  572. 20:36Energy, water. Yeah. Yep.
  573. 20:39Uh
  574. 20:42not a really pretty website,
  575. 20:45right? Like,
  576. 20:47uh I hate it for the designers out
  577. 20:48there, but uh they want an API, right?
  578. 20:51They want clean, visible documentation.
  579. 20:54It's just like, pro tip, uh
  580. 20:56a lot of our documentation is rendered
  581. 20:58on the page in JavaScript, and agents
  582. 21:00can't read that. So, if you're not like
  583. 21:03outputting your documentation as like
  584. 21:06whatever JSON or markdown or something
  585. 21:08like that. Like probably
  586. 21:09take the 5 minutes today to do that so
  587. 21:11that agents can see and index that.
  588. 21:14Uh an MCP CLI or SDK.
  589. 21:18And then like they want it free.
  590. 21:21They want it free and at most they want
  591. 21:23to like pay per outcome or something or
  592. 21:25pay per token or pay per usage.
  593. 21:27I think
  594. 21:29AI is
  595. 21:31overall incredibly deflationary.
  596. 21:34Uh we're all expecting more for less
  597. 21:36money.
  598. 21:37Uh we saw this with Ahrefs. Ahrefs
  599. 21:39historically is like [ __ ] gated
  600. 21:42everything in pricing tiers and overages
  601. 21:44and stuff and then they rolled back and
  602. 21:45they're like, "Hey, yeah, our API is
  603. 21:47like included in every plan now."
  604. 21:50They're kind of seeing the pressure of
  605. 21:51what we all expect in a uh
  606. 21:54in a like giving more away kind of mode
  607. 21:57and they're the market leader in their
  608. 21:58space.
  609. 22:00And so question for everybody like if an
  610. 22:02agent, you know, if my Open Claw tries
  611. 22:05to go use your product right now, like
  612. 22:07could it?
  613. 22:10>> Yes.
  614. 22:11>> Yeah, cool.
  615. 22:13That's the Formstack guy. That's
  616. 22:15awesome. Um
  617. 22:17Yeah, I mean for me for me the answer is
  618. 22:19no, but we're working on it. Um
  619. 22:22So this is like
  620. 22:24>> [laughter]
  621. 22:25>> this is like uh how I imagine myself,
  622. 22:27right? Like
  623. 22:29I'm like Dumbledore, right? I'm like a
  624. 22:33wizard who can run my company from the
  625. 22:35mountains in France or a boat in the
  626. 22:37Bahamas or whatever and we do provide
  627. 22:40value and it's like 24/7 always on.
  628. 22:42Anybody else like resonate with this a
  629. 22:44little bit? Like
  630. 22:45developers especially. Like I I this is
  631. 22:48like a developer to me is like, "God,
  632. 22:49you guys are magic." Like you guys can
  633. 22:52write code and develop products and all
  634. 22:54this kind of crazy stuff.
  635. 22:59Software developers aside, I think the
  636. 23:01the playing field has been leveled a
  637. 23:04lot.
  638. 23:05I I I I do some coaching and I work with
  639. 23:07someone here
  640. 23:09and and they sent me a message
  641. 23:11about a month ago
  642. 23:13and they go
  643. 23:15they they had kind of just learned cloud
  644. 23:16code
  645. 23:18and they were like,
  646. 23:19what the [ __ ] Like, if
  647. 23:21I can do this, everyone else can do
  648. 23:23this. And so, what what do I what do I
  649. 23:26do now? What value do I provide? How can
  650. 23:28I
  651. 23:29and they're they're an incredible
  652. 23:30founder and marketer. How do I
  653. 23:33continue to add the amount of value
  654. 23:36that I used to to my product when this
  655. 23:38is the new baseline?
  656. 23:43I don't know the answer. I don't know
  657. 23:44the answer, but I think that's kind of
  658. 23:45the question. And so, Alex Lieberman,
  659. 23:47right? Like, pretty smart guy.
  660. 23:49Anyone else
  661. 23:50>> [laughter]
  662. 23:50>> Anyone like, [ __ ] at 30 minutes I have
  663. 23:53an existential crisis the last 30
  664. 23:55minutes than the last 30 years. I think
  665. 23:58we're all kind of paralyzed, right?
  666. 23:59Like,
  667. 24:00what marketing channel do I go down?
  668. 24:02What product do I develop? Do I acquire
  669. 24:05a business or not, right? Like, I think
  670. 24:08I don't know what to do. I don't have
  671. 24:10the conviction to follow this course
  672. 24:14that like I used to. And again, maybe
  673. 24:15I'm
  674. 24:16maybe I'm projecting a little bit here,
  675. 24:18but I talked to enough founders that
  676. 24:20like they just they don't know. They
  677. 24:23don't feel really good about this is
  678. 24:25definitely the course.
  679. 24:26And so, if that resonates with you,
  680. 24:28like, you're not alone. But but I think
  681. 24:29we'll get into
  682. 24:30how to lean into something
  683. 24:32here in a minute.
  684. 24:33So, talk about motes yesterday a little
  685. 24:36bit. I think someone talked about motes
  686. 24:38and I was like, gosh, you guys keep This
  687. 24:39is the the curse of going last is like
  688. 24:41everybody talks about what you're
  689. 24:42talking about. I think there's a there's
  690. 24:45a couple motes. Maybe there's more than
  691. 24:46four, but I think there's four for sure
  692. 24:48that we especially as MicroConf founders
  693. 24:50and like mostly bootstrapped
  694. 24:53SaaS companies can really lean into
  695. 24:57the best is first-party proprietary
  696. 25:00data. So, if your product generates data
  697. 25:04that keeps getting better and more
  698. 25:06robust and more useful over time,
  699. 25:08you're good. Like, I don't worry about
  700. 25:10you, right? So,
  701. 25:11gosh, what's an example? Anybody have an
  702. 25:13example? Is this anybody?
  703. 25:16Yeah.
  704. 25:18What do you do?
  705. 25:18>> I do a ton of design research for my
  706. 25:20clients, so I gather and
  707. 25:23synthesize it among all of my other
  708. 25:25clients and
  709. 25:26make them all a bit stronger in the
  710. 25:28process.
  711. 25:28>> Cool. So, if anybody didn't hear, like,
  712. 25:30design research for a bunch of different
  713. 25:31clients and you're building this kind of
  714. 25:32library of, like, what great design
  715. 25:34looks like. Yeah, totally. So, you have
  716. 25:35first-party data a bunch of across a
  717. 25:37bunch of different experiences that you
  718. 25:38can apply to all your clients. That's
  719. 25:40cool. Anybody else? Example of
  720. 25:43first-party data that you're generating?
  721. 25:45Yeah, Keith, Segmetrics, right?
  722. 25:47>> We have data views and then we normalize
  723. 25:49data between multiple systems that's
  724. 25:51really difficult and AI is pretty bad.
  725. 25:54>> Yep. Yep. So, Segmetrics is
  726. 25:57uh attribution marketing attribution
  727. 25:58tool. Uh I mean, so you have I think you
  728. 26:01have uh proprietary data on two levels.
  729. 26:03One is like platform level, all of your
  730. 26:05customers you see a whole bunch of
  731. 26:07stuff, like, this is where people, like,
  732. 26:08you know, Stripe and ChartMogul can tell
  733. 26:10us how good or bad our businesses are.
  734. 26:11Like, that's really valuable. And you in
  735. 26:13a similar way. And then each of your
  736. 26:14clients have their first-party data that
  737. 26:18uh
  738. 26:19that's valuable to them, right? And that
  739. 26:20keeps getting better and more valuable
  740. 26:21over time the more they use your
  741. 26:22product. Yeah, that's really cool.
  742. 26:24Um this is where, like, uh we win,
  743. 26:26right? Castos wins here. We are a system
  744. 26:28of record. We're a podcast hosting
  745. 26:29platform.
  746. 26:30If you want a podcast, you got to have
  747. 26:32something like Castos. And if you cancel
  748. 26:34with us, your podcast goes away. So, if
  749. 26:37you're, you know, a CRM, uh as much as
  750. 26:40that's like a bad example, like, if
  751. 26:41you're the source of truth where, like,
  752. 26:44this is like this is where, like, our
  753. 26:47data for our company lives. I I think
  754. 26:49you're good. Um
  755. 26:52And because of this, I think these are
  756. 26:53harder to vibe
  757. 26:55>> [laughter]
  758. 26:55>> vibe code because like if you vibe code
  759. 26:58this and get this wrong, like the data
  760. 26:59that you think you have about your
  761. 27:00company is wrong and then it's not the
  762. 27:03source of truth, it's just a source of
  763. 27:04garbage.
  764. 27:05Uh and so
  765. 27:07that's one. Uh I think especially for
  766. 27:09this crowd, this is a super interesting
  767. 27:12one
  768. 27:13uh is speed.
  769. 27:16I'm much more bullish about the people
  770. 27:18in this room with SaaS and AI. I am
  771. 27:23I don't want to keep using HubSpot as an
  772. 27:25example, but like a legacy big
  773. 27:28frankly bloated uh piece of software,
  774. 27:31right? They just can't move as fast as
  775. 27:33you can to AF AI-ify yourself and your
  776. 27:38team and your product and your company.
  777. 27:41And so
  778. 27:43being able to move fast, not having to
  779. 27:45report your decisions to a whole bunch
  780. 27:46of people and keeping that product
  781. 27:49customer feedback loop really really
  782. 27:50super tight is maybe the universal
  783. 27:54advantage that everyone in this room has
  784. 27:55that you should really lean into.
  785. 27:59And then like yeah, hey, what if my next
  786. 28:01customer is an agent not a human? Well,
  787. 28:03like that that's one thing, but the
  788. 28:05other thing is like if you're selling to
  789. 28:07the enterprise, which like increasingly
  790. 28:08I think that's where SaaS should go. Uh
  791. 28:11again, like don't start a SaaS recharge
  792. 28:1320 bucks a month. Um
  793. 28:16if you're charging thousands of dollars
  794. 28:18a month, your ACV's 50 grand or
  795. 28:20something like that.
  796. 28:21Uh people always have bought from people
  797. 28:24and they will always buy from people and
  798. 28:26maybe even more so this relationship
  799. 28:28between you and someone else is
  800. 28:30paramount. You know, agents aren't going
  801. 28:32to decide to buy a $50,000 a year piece
  802. 28:36of software. It's going to be you and so
  803. 28:38like leaning into sales
  804. 28:41uh I think is a really interesting
  805. 28:44avenue to continue to succeed
  806. 28:48in SAS.
  807. 28:51Okay, so I want to like another show of
  808. 28:53hands. Like how many of you feel good
  809. 28:56about how your team is using AI?
  810. 29:01Oh.
  811. 29:03Cool.
  812. 29:04Okay, a little of this, right?
  813. 29:06Uh and not like really high. Okay, cool.
  814. 29:08Um
  815. 29:11I don't do a lot of things right, but
  816. 29:13but like we [ __ ] nailed this. Like
  817. 29:15our team is cracked, super clawed
  818. 29:17pilled. They're amazing. And so I want
  819. 29:19to share what we're doing. Um
  820. 29:22Okay, so
  821. 29:23uh and I I think like to take a step
  822. 29:25back,
  823. 29:27this has to start with you.
  824. 29:29It can't be like, "Oh, our developer is
  825. 29:32going to, you know, have their
  826. 29:33development team like use all these
  827. 29:35codes and develop all these best
  828. 29:36practices." Like even if you're not a
  829. 29:38technical founder, which like I'm not,
  830. 29:41you have to lead by example. Like I I
  831. 29:44always want to be the dumbest person in
  832. 29:46the room in our company. And a lot of
  833. 29:48times like I am, but in this respect, I
  834. 29:52led the charge. And I think you have to.
  835. 29:54You have to set the culture of
  836. 29:57excellence here. And like we're not
  837. 29:59messing around. Like this is how it's
  838. 30:00going. And I'm going to talk about some
  839. 30:02really challenging times we had.
  840. 30:05But you have to get this right and y'all
  841. 30:07have to lead this. It's no You can't be
  842. 30:09like, "Okay, I'm going to appoint like a
  843. 30:10head of AI in our company." Even if you
  844. 30:13do that, that person's not going to take
  845. 30:14you seriously if you yourself aren't
  846. 30:17fluent and proficient at these tools.
  847. 30:19Okay?
  848. 30:20So,
  849. 30:23uh in our company, we're seven people
  850. 30:25full-time.
  851. 30:26Everyone has Claude code.
  852. 30:28Support,
  853. 30:30product, marketing,
  854. 30:32certainly development. Everyone uses it
  855. 30:34all the time.
  856. 30:36Every We have a team meeting every
  857. 30:38Monday, all hands, all hands all seven
  858. 30:40hands. Uh
  859. 30:41every time it's like, "Hey, I was
  860. 30:43playing around with this new MCP over
  861. 30:45the weekend and we like built this new
  862. 30:47tool."
  863. 30:48"Hey, I was looking at this API for this
  864. 30:50other thing we could do. It's really
  865. 30:52cool. Like, I built this script that we
  866. 30:54can run to get this report."
  867. 30:57And it's because
  868. 31:00that's the expectation. I led by example
  869. 31:02for a painful
  870. 31:04>> [laughter]
  871. 31:04>> amount of time
  872. 31:06being the person that y'all make fun of.
  873. 31:07Like, "Oh my gosh, Craig's going to talk
  874. 31:09about AI again and how great it is." And
  875. 31:10all my god, let's just roll our eyes. I
  876. 31:12did that for long enough and we had some
  877. 31:14positive peer pressure in the room to
  878. 31:16where they were like, "Oh, I probably
  879. 31:18should like catch up."
  880. 31:20Or like, "I'm going to get fired." And
  881. 31:22that was the conversation a couple
  882. 31:23times. Um
  883. 31:26We have an unlimited budget for AI.
  884. 31:28Um
  885. 31:29I I can't imagine telling someone that
  886. 31:32you pay 100 grand a year that they can't
  887. 31:35upgrade their cloud plan from $100 to
  888. 31:37$200 a month. I just can't imagine that,
  889. 31:39right? And we're going to talk about
  890. 31:41what the kind of bigger companies are
  891. 31:42doing around this in a minute.
  892. 31:45Um we have the expectation, not the
  893. 31:47allowance, but the expectation that
  894. 31:49everyone spend at least 2 hours a week
  895. 31:52learning. And they're like, "Well, where
  896. 31:53would I learn?" I'm like, "You can watch
  897. 31:54my YouTube channel."
  898. 31:55>> [laughter]
  899. 31:56>> Because it's frankly like really good.
  900. 31:59But if you don't watch mine, like watch
  901. 32:00somebody's
  902. 32:01um
  903. 32:02around like the area where you want to
  904. 32:05like learn. Uh because
  905. 32:07you have to keep learning cuz this stuff
  906. 32:09changes so fast. I was like just before
  907. 32:10this, like they're going to release
  908. 32:12uh Opus 4.7 like tomorrow and then
  909. 32:15OpenAI has GPT 5.4 security, which is
  910. 32:19kind of their answer to Mythos, I guess.
  911. 32:20But like, literally it changes all the
  912. 32:22time. I was talking to someone about
  913. 32:23Paperclip and I was like, "Gosh, like
  914. 32:25I'm in this all day every day and I have
  915. 32:26a hard time keeping up." But if you as a
  916. 32:29leader don't
  917. 32:30uh set the expectation with your teams
  918. 32:33that they have to keep up with this
  919. 32:34stuff, there's no way that they will.
  920. 32:36And so this has to start at the top and
  921. 32:37then come down.
  922. 32:39Uh so, so we have two standing meetings
  923. 32:41in our company. One is like our Monday
  924. 32:43all-hands, and then we do this thing
  925. 32:45called co-working, which is just like
  926. 32:47hanging out on Thursday. But, hanging
  927. 32:49out turned into what we did this morning
  928. 32:51in the lobby, which was tell me what you
  929. 32:53learned or show me what you did with AI
  930. 32:55this week.
  931. 32:57And this does something really
  932. 32:58interesting. So, the first time this
  933. 33:00happens, you got a couple of people who
  934. 33:01show up and stuff. And then I call on
  935. 33:03someone. I'm like, "Hey, Jimmy, what did
  936. 33:05you do this week?"
  937. 33:08Oh, I don't know. Like, not much.
  938. 33:11Jimmy, next week that cannot be the
  939. 33:13answer.
  940. 33:14Like, you got to show up. You have to
  941. 33:15show me what you've learned and how you
  942. 33:17are furthering yourself to be able to do
  943. 33:19your job better in the future. And and
  944. 33:22like
  945. 33:24this just has to happen.
  946. 33:26Um
  947. 33:28and I think this is
  948. 33:30where um you guys know the the term like
  949. 33:33right person in the right seat?
  950. 33:36Yeah. Uh what's the traction guy? Um
  951. 33:41I was having this conversation with one
  952. 33:42of you this week that like you're like,
  953. 33:44"Hey, I'm super on board. Like, I'm
  954. 33:46Claude pilled, but uh my my development
  955. 33:49team is not. And I'm having to explain
  956. 33:51stuff to them." And this was a
  957. 33:52non-technical founder.
  958. 33:54Person was like, "Did Do I have like a
  959. 33:56people problem here?" I was like, "Fuck
  960. 33:58yeah, you have a people problem. Like,
  961. 34:00that is not okay. And and we had
  962. 34:04several of these conversations with our
  963. 34:06team. And the the last sentence or the
  964. 34:09kind of the the question that you always
  965. 34:11should ask yourself in hiring. I got
  966. 34:13this from Ruben Gomez. Ruben's like one
  967. 34:14of the smartest founders I know. Follow
  968. 34:16him on Twitter. Uh is knowing what I
  969. 34:18know today, would I hire this person
  970. 34:20again?
  971. 34:23So, I ask myself that of everyone on my
  972. 34:25team as it relates to AI. Knowing what I
  973. 34:27know now, would I hire this person again
  974. 34:30in the kind of AI world that we live in.
  975. 34:32And the answer is about 50/50.
  976. 34:35Yes and no.
  977. 34:36And so, I just told them that. Like, it
  978. 34:39doesn't have to be any more complicated
  979. 34:41than that. Hey,
  980. 34:43Jimmy, I'll use Jimmy as an example.
  981. 34:44He's like the most amazing
  982. 34:47human, uh and he started off like, "This
  983. 34:50is just not I'm not going to do this."
  984. 34:52And I was like, "Bro, like you got to
  985. 34:53get on board. Like, I love you, but like
  986. 34:55for to work here, you have to
  987. 34:56participate like this or you can't work
  988. 34:58here anymore." And since he's the
  989. 35:00biggest transformation in our company.
  990. 35:02And so, if y'all have those folks who
  991. 35:04are like, "Oh, I'm too good to use cloud
  992. 35:07code to write code cuz I'm an artist on
  993. 35:10the keyboard."
  994. 35:11Like, that person has no place in my
  995. 35:13business and probably shouldn't in
  996. 35:15yours, either.
  997. 35:17And so, right person in the right seat
  998. 35:20doing the right job
  999. 35:22had a meaning 6 months ago and I think
  1000. 35:24has a different meaning and context
  1001. 35:26today. And so, y'all as leaders might
  1002. 35:31need to have challenging conversations
  1003. 35:32with your team.
  1004. 35:37Right on. Thanks, man.
  1005. 35:39I thought y'all were asleep. Um okay,
  1006. 35:41cool. So,
  1007. 35:42200 companies in Tiny Seed, 200 founders
  1008. 35:44in Tiny Seed. Uh get to talk to a lot of
  1009. 35:47them about what they're doing.
  1010. 35:49And you know, just as a as a side note,
  1011. 35:50I have 9 minutes left. Like, we're going
  1012. 35:51to go over, I think. I hope that's okay.
  1013. 35:53We'll
  1014. 35:54we'll still get to the bar. Um but, we
  1015. 35:56might go over a bit. Um
  1016. 35:58It's the beauty of going last. Uh
  1017. 36:01so, what other Tiny Seed companies are
  1018. 36:02doing? This is a bit rapid-fire. So, uh
  1019. 36:05hired an AI native engineering manager.
  1020. 36:07I like this a lot cuz this is like,
  1021. 36:08"Hey, we had this job before of like
  1022. 36:10engineering manager, really kind of
  1023. 36:12tough job, I think. Now, it's like, how
  1024. 36:14can I pill my developers as much as
  1025. 36:17possible and get them just token maxing
  1026. 36:20as much as possible, right? This is this
  1027. 36:22person's job. I love it, right? We had
  1028. 36:24this other job before, now we have the
  1029. 36:26new version of this job. I think there's
  1030. 36:27a lot of that going on.
  1031. 36:29Uh
  1032. 36:30automated like task audits, right? If
  1033. 36:32something happens more than a couple
  1034. 36:34times, we're going to automate this.
  1035. 36:35Because now everyone is empowered to do
  1036. 36:38so much around like I'm going to build a
  1037. 36:40script or I'm going to build a little
  1038. 36:41tool or I'm going to automate this thing
  1039. 36:42or I'm going to get this thing in Claude
  1040. 36:44code or open claw or whatever, right?
  1041. 36:46This should be happening
  1042. 36:48uh
  1043. 36:49to everyone, not just your developers,
  1044. 36:52right? Because your developers are super
  1045. 36:53good at like, "Oh, if I have to do this
  1046. 36:54thing, I'm going to build a bash script
  1047. 36:55to like automate it in the future." Now
  1048. 36:57everyone can do this, which is a huge
  1049. 36:59unlock cuz then it's multiplying
  1050. 37:01exponentially.
  1051. 37:02Is that a thing, multiplying? It's
  1052. 37:04happening exponentially.
  1053. 37:05Um
  1054. 37:06token consumption.
  1055. 37:09Brandon, here, right? Uh the expectation
  1056. 37:13is your engineer should be consuming 60%
  1057. 37:15of their token quota in a week or month.
  1058. 37:18Uh yeah, like, "Bro, what are you
  1059. 37:20doing?" Like, I wonder sometimes like,
  1060. 37:22"What are my developers doing if they're
  1061. 37:24not maxing out their $200 a month plan?"
  1062. 37:26Cuz I can max mine out and I spend like
  1063. 37:28a couple hours a day futzing around with
  1064. 37:30this stuff.
  1065. 37:31Uh what are they doing to not be asking
  1066. 37:33for like a $1,000 a month
  1067. 37:36quota? I don't know. They should be
  1068. 37:37maxing out all the time.
  1069. 37:39Uh this is kind of similar to our our
  1070. 37:42weekly uh kind of show and tell,
  1071. 37:442-minute demo of a thing that you did.
  1072. 37:46This can be like a skill or an
  1073. 37:48open-source thing that you did or a way
  1074. 37:49that you're doing like Codex and uh
  1075. 37:53and Claude code like review or it can be
  1076. 37:55whatever, right? Like how this happens
  1077. 37:57in your business can be different, but
  1078. 37:59you should be doing it. This positive
  1079. 38:00peer pressure is hugely
  1080. 38:03uh transformative, I think, in
  1081. 38:05instilling the culture of kind of like
  1082. 38:07AI excellence.
  1083. 38:10Uh
  1084. 38:10I like this kind of like
  1085. 38:11cross-functional squads. Like we've kind
  1086. 38:13of always done this and now it just has
  1087. 38:15a AI flavor, right? So like pick a
  1088. 38:16thing, have a couple people just go
  1089. 38:18super hard on this for a period of time
  1090. 38:22uh and then share what they did with
  1091. 38:23everyone else.
  1092. 38:26Gosh, this one's pretty tough. We
  1093. 38:28definitely don't have this nailed.
  1094. 38:31The way that we do this most of the time
  1095. 38:32is we just publish our stuff open
  1096. 38:34source. And so everyone can kind of keep
  1097. 38:36keep track of it. But like how do you
  1098. 38:37share prompts and workflows and skills
  1099. 38:40amongst your company
  1100. 38:42in a way that's like consistent and not
  1101. 38:44like getting in the way. And I know like
  1102. 38:46if you're on the Anthropic team plan,
  1103. 38:48you can share skills and stuff like
  1104. 38:49that. But not everybody is in that boat.
  1105. 38:50So like have a way to do this
  1106. 38:52however you achieve it, I think is
  1107. 38:53important.
  1108. 38:55Talking about token maxing,
  1109. 38:57evidently at Meta, they have like a
  1110. 38:59whole leaderboard around this, right?
  1111. 39:01Like how can I spend the most tokens
  1112. 39:04possible?
  1113. 39:05Um
  1114. 39:07This is where like again, y'all y'all
  1115. 39:09roast me for being so like into this
  1116. 39:11stuff. This is directionally right, I
  1117. 39:14think. Like yeah, do you want to like
  1118. 39:16use the most tokens possible? Like maybe
  1119. 39:18that's not exactly like proper, but do
  1120. 39:21you want this culture of like
  1121. 39:23I did this thing with AI and it's
  1122. 39:25awesome and I want to show you all about
  1123. 39:27it. Like that's definitely right to me.
  1124. 39:29Um
  1125. 39:31Jensen Huang, founder of or CEO of
  1126. 39:33Nvidia,
  1127. 39:34we definitely don't have $500,000 a year
  1128. 39:37>> [laughter]
  1129. 39:38>> developers. But I think the the gist
  1130. 39:40here is right, right? If your developers
  1131. 39:43aren't maxing out their plans and asking
  1132. 39:45for more, you got a problem. And I would
  1133. 39:47take this step further, not just
  1134. 39:49developers, but like if you have a sales
  1135. 39:51person or a marketing person or an ops
  1136. 39:53person and you haven't given them Claude
  1137. 39:55code yet and they're not banging down
  1138. 39:57your door,
  1139. 40:00I I would fire them, like literally
  1140. 40:02today. Cuz it's like where what are you
  1141. 40:04doing? Like if you're working for a SaaS
  1142. 40:06company
  1143. 40:07>> [snorts]
  1144. 40:07>> and you're kind of plugged into even if
  1145. 40:08it's LinkedIn and you don't know about
  1146. 40:10this stuff and you haven't tried, you
  1147. 40:12know, Claude code worker or whatever and
  1148. 40:14they're not asking you for more access
  1149. 40:16to tools like this,
  1150. 40:18that's a personal problem. And to me,
  1151. 40:20that's like
  1152. 40:21an irrecoverable personal problem.
  1153. 40:23That's a person that just doesn't care.
  1154. 40:26To to me.
  1155. 40:32Um
  1156. 40:33I think a talk on AI would be incomplete
  1157. 40:35without talk of Open Claw. Anybody using
  1158. 40:39Open Claw in their business?
  1159. 40:42Not a lot of hands. Yeah, cool.
  1160. 40:44I want to talk to y'all afterwards. Um
  1161. 40:48Open Claw, everybody know what Open Claw
  1162. 40:49is?
  1163. 40:50Yeah, cool. Um so, I I think the thing
  1164. 40:53that Open Claw and now Hermes, which is
  1165. 40:55kind of my
  1166. 40:56uh tool of choice here,
  1167. 40:58did is take us for
  1168. 41:00take us from I'm at my computer doing a
  1169. 41:02thing and I have AI that's really cool,
  1170. 41:04uh Claude Code or Codex, right? To this
  1171. 41:07thing is always on, it's proactive, it
  1172. 41:10can work on a schedule, it does things
  1173. 41:12with inputs that are not me.
  1174. 41:14So, Peter Steinberger, right, sold Open
  1175. 41:17Claw to Sam Altman and Open AI for a
  1176. 41:21billion dollars probably, right? Like
  1177. 41:22pretty cool, first billion-dollar
  1178. 41:23company, a single-person billion-dollar
  1179. 41:25company probably.
  1180. 41:26Uh
  1181. 41:28not an amazing uh sort of an amazing
  1182. 41:29product, but much more of an amazing
  1183. 41:31mindset shift, I think, for all of us,
  1184. 41:34right? Like Claude Code, still my daily
  1185. 41:36driver and the place I derive most value
  1186. 41:38when it comes to AI.
  1187. 41:40Uh but, if you fast forward
  1188. 41:433 months now, you see Anthropic adding
  1189. 41:47little bits of what Open Claw is to
  1190. 41:49their suite of products.
  1191. 41:52Right? Remote control, dispatch, right?
  1192. 41:55All these kinds of things. Uh and sure
  1193. 41:57enough, like the final form that I think
  1194. 41:59this will take is the Codex app or the
  1195. 42:03Claude app doing things that Open Claw
  1196. 42:05did.
  1197. 42:10So, [snorts]
  1198. 42:12again,
  1199. 42:14uh Jensen saying every company needs an
  1200. 42:16open claw strategy or an agentic
  1201. 42:18strategy.
  1202. 42:21Does everybody feel like they have a
  1203. 42:22strategy around this? Like
  1204. 42:24for customers or for your team to be
  1205. 42:27empowered with agents?
  1206. 42:31Sweet. Awesome. One. I I don't. Two.
  1207. 42:34Cool. Awesome.
  1208. 42:36Yeah?
  1209. 42:37Awesome. Awesome. I like uh
  1210. 42:41We're getting there. We're getting
  1211. 42:42there. Um I want to share something that
  1212. 42:44that like I do, but this is one place
  1213. 42:47like we've not rolled this out to our
  1214. 42:48team. But if you think about like
  1215. 42:50amplification of someone's skills, like
  1216. 42:52surely figuring this out for your team
  1217. 42:54members,
  1218. 42:56not just your customers, is the next
  1219. 42:58like huge leverage point. Um so, the
  1220. 43:01place where I'm I'm kind of doing this
  1221. 43:02right now is for myself. So, I call this
  1222. 43:04my chief of staff. I hope the QR code
  1223. 43:06works. If not, let me know. Uh
  1224. 43:09but this is a chief of staff
  1225. 43:12set of skills and set up for Hermes. So,
  1226. 43:14Hermes was like the previous slide,
  1227. 43:16uh
  1228. 43:17is a thing like open claw, but it
  1229. 43:19doesn't suck to me, right? It doesn't
  1230. 43:21break. It's way more secure. It's run by
  1231. 43:24uh
  1232. 43:24a research lab. So, they're like kind
  1233. 43:26of, you know, not just vibe code Well,
  1234. 43:28they're probably vibe coding, but like
  1235. 43:30they're doing it better. Uh the thing I
  1236. 43:31like about Hermes better than open claw
  1237. 43:33is the memory. It's amazing. It it it
  1238. 43:36learns by itself and has kind of
  1239. 43:38self-improving memory over time. It's
  1240. 43:41awesome. Uh so, my chief of staff here
  1241. 43:43is like what a chief of staff should do,
  1242. 43:45right? It clears my calendar. It checks
  1243. 43:48and kind of categorizes my inbox.
  1244. 43:51Uh and like then you build on top of it.
  1245. 43:52And so, that's kind of the goal of this
  1246. 43:54repo is like, "Hey,
  1247. 43:56this is a starting point. Get you two
  1248. 43:58steps down the road and then build as
  1249. 44:00you will from here."
  1250. 44:04Is this like resonant Oh man, I got a
  1251. 44:05minute left. Sorry, we're going over. Um
  1252. 44:08Does this like Does this seem like
  1253. 44:10anyone's company today?
  1254. 44:13This is my company like a lot of ways
  1255. 44:14this is my company. Like you got you got
  1256. 44:16amplitude over here. You got search
  1257. 44:18console over here. You got analytics in
  1258. 44:20this place and that place and none of
  1259. 44:21them talk to each other. And I think
  1260. 44:22that like if you're going to take one
  1261. 44:24thing away from this
  1262. 44:26it should be this concept. So like this
  1263. 44:29is
  1264. 44:30life today because this is kind of like
  1265. 44:31as good as we could do, right? We have
  1266. 44:33all these disparate tools in a bunch of
  1267. 44:34different places
  1268. 44:36and like they don't talk.
  1269. 44:38And that's challenging. But that's like
  1270. 44:40gosh, we're so fortunate to have all
  1271. 44:43these amazing tools, many of which are
  1272. 44:45free, right? Or cheap.
  1273. 44:47But like
  1274. 44:49this is the vision.
  1275. 44:51This is like where you want your company
  1276. 44:53to go to be AI powered. I think where
  1277. 44:56you want your company and your product
  1278. 44:58to go to be AI powered where you have
  1279. 45:00all of the inputs, right? All of the
  1280. 45:03data about your customer and where they
  1281. 45:04come from and what they're doing in your
  1282. 45:06product and how they're interacting with
  1283. 45:08it and getting value
  1284. 45:10and then you do AI stuff with that
  1285. 45:13information and you deliver a better
  1286. 45:16value to your customer on the other
  1287. 45:17side.
  1288. 45:19And honestly, that's
  1289. 45:22where we are in our company is we're
  1290. 45:24ripping out kind of everything about how
  1291. 45:27data flows and how we relate that data
  1292. 45:29and value to our customers
  1293. 45:31and putting it in a place where we can
  1294. 45:34AI-ify
  1295. 45:36everything that we do for our customers.
  1296. 45:39Because you think about like here's a
  1297. 45:41really specific example. It's just like
  1298. 45:42your website, right? So your website's
  1299. 45:44in
  1300. 45:45WordPress, right? And you're like,
  1301. 45:47"Gosh, I'm going to write a blog post
  1302. 45:48over here in Cloud Code and I'm going to
  1303. 45:50copy and paste it into WordPress and
  1304. 45:51then I'm going to go to Google Analytics
  1305. 45:53and see how that did and then I got to
  1306. 45:54look at search console and then I got to
  1307. 45:56look at like Stripe to see like how many
  1308. 45:58people converted and stuff and like
  1309. 46:00if you can do all that and like make
  1310. 46:02sense of it, that's amazing. But what if
  1311. 46:04like
  1312. 46:05all of that was in one Claude Code
  1313. 46:08project and you just be like, "Hey, tell
  1314. 46:09me about my customer acquisition from
  1315. 46:11the last 30 days and how we can improve
  1316. 46:13it."
  1317. 46:16And it would do a really good job, I
  1318. 46:17think. Like you might need to write it
  1319. 46:19to SQL Lite or something like that.
  1320. 46:21But this is where again like that
  1321. 46:23product customer feedback loop allows
  1322. 46:25for rapid uh iteration and testing and
  1323. 46:30better measurement, I think, for
  1324. 46:32everything that you do in your company.
  1325. 46:33And so something like this probably
  1326. 46:35needs to be where most of us are going
  1327. 46:38to interact with
  1328. 46:40the things that we create for our
  1329. 46:42customers in a better way.
  1330. 46:46Okay, so um
  1331. 46:49this is where the talk gets better. Uh
  1332. 46:51I'm actually really really really really
  1333. 46:54bullish on the future. Uh there's an
  1334. 46:56asterisk to that, but I'm really bullish
  1335. 46:59on this. Um
  1336. 47:00I think that open claw
  1337. 47:04uh this is uh is it hyperbolic? Changed
  1338. 47:06the world. It it changed how we think
  1339. 47:08about what AI can be from a I sit at my
  1340. 47:11computer and chat GPT and like ping-pong
  1341. 47:13mentally back and forth to like
  1342. 47:16it it this doesn't happen, right? It's
  1343. 47:17like Napster, right? Like Napster was
  1344. 47:19not the final version of what music
  1345. 47:22sharing is,
  1346. 47:23uh but it changed how we think about it.
  1347. 47:25And I think open claw is the same,
  1348. 47:26right? I think
  1349. 47:28agents doing work and providing value
  1350. 47:30for us to our customers is absolutely
  1351. 47:32happening and will continue to happen
  1352. 47:34and I'm super bullish about it. And this
  1353. 47:36is the thing that tipped the scales and
  1354. 47:38started us going in that direction.
  1355. 47:42Uh
  1356. 47:43I think agent to agent
  1357. 47:45commerce
  1358. 47:47absolutely is happening and will
  1359. 47:48continue to happen in the future.
  1360. 47:50Uh and
  1361. 47:52you should probably be one side of this
  1362. 47:54conversation, right? Uh
  1363. 47:57is SaaS dead?
  1364. 48:01Kind of.
  1365. 48:04Kind of. I think even Rob kind of
  1366. 48:05alluded to this, right? Like and your
  1367. 48:07Q&A's like gosh, like I'm I'm not like
  1368. 48:10this isn't really SaaS. It's like a an
  1369. 48:12API tool. Like some some SaaS's are kind
  1370. 48:14of just API tools, but like
  1371. 48:16is the value we're going to deliver to
  1372. 48:18our customers just agentic and just
  1373. 48:21programmatic in the future and there's
  1374. 48:22no interface? Like yeah, I think so in
  1375. 48:26some circumstances. And so if you're not
  1376. 48:28thinking like how can I be the guy on
  1377. 48:30the left here to where other agents like
  1378. 48:32open claw and whatever is going to come
  1379. 48:34in the future uh like I that's where I
  1380. 48:37worry about myself and and like you
  1381. 48:39might should too um because I think that
  1382. 48:41like
  1383. 48:42the way we deliver value through
  1384. 48:44software
  1385. 48:46will be through agents.
  1386. 48:48Or whatever form agents take in the
  1387. 48:50future, but it's probably not an
  1388. 48:51interface where people go to a website
  1389. 48:53and type things into a form.
  1390. 48:56Um
  1391. 48:57vertical
  1392. 48:59way over horizontal. That's pretty easy.
  1393. 49:01I think the reason here is this is just
  1394. 49:03so much more defensible, right? You have
  1395. 49:05subject matter expertise in a way that
  1396. 49:08makes it harder for other people to
  1397. 49:11replicate the value that you deliver.
  1398. 49:15Uh open weight models, open source
  1399. 49:18models. Anyone running open weight
  1400. 49:19models, open source models? Cool.
  1401. 49:22Awesome.
  1402. 49:23Um
  1403. 49:24this has gotten a lot better like in the
  1404. 49:26last
  1405. 49:28what? 3 weeks, right? Quinn 3.5 and 3.6,
  1406. 49:32Gemma 4. Uh they're really good. Like I
  1407. 49:35would say gent like y'all again roast me
  1408. 49:37afterwards. Gemma 4 is like Haiku right
  1409. 49:40now.
  1410. 49:42Really good. If you're just like, "Hey,
  1411. 49:44I'm going on vacation to to Italy this
  1412. 49:47summer, give me a 5-day itinerary."
  1413. 49:50Way plenty good. Uh 90% of the things
  1414. 49:5390% of people do, you can do with open
  1415. 49:56weight models today. And so, as y'all
  1416. 49:58are thinking about like, I'm going to
  1417. 50:00AI-ify my company, but gosh, like every
  1418. 50:02time I introduce AI to my product, like
  1419. 50:05my costs and my COGS increase. Well, not
  1420. 50:08necessarily, right? Get you some GPU or
  1421. 50:11run this on a a server somewhere.
  1422. 50:13Zero cost, 100% data privacy.
  1423. 50:16Right? If you have
  1424. 50:17Harris talk, you know, people saying
  1425. 50:19like, "I don't want my data going
  1426. 50:20anywhere." Cool, like local finally is
  1427. 50:24an option here in things like Turbo
  1428. 50:25Quant from Google, which like compresses
  1429. 50:28the memory needed by some of these
  1430. 50:29models by six times,
  1431. 50:31uh really kind of opens the playing
  1432. 50:32field for this to be
  1433. 50:34uh possible.
  1434. 50:38I'm getting a robot. I don't know about
  1435. 50:40y'all. Like, [laughter] I'm about a year
  1436. 50:42away from doing the dishes and laundry
  1437. 50:44and like mowing the grass.
  1438. 50:46Uh
  1439. 50:46this is what I tell my kids, right? This
  1440. 50:48is what I tell my kids.
  1441. 50:50Uh they both are very kind of like
  1442. 50:52I know I'm over time. I'm sorry. I'm
  1443. 50:54almost done. Uh robotics is 100% where
  1444. 50:57the puck is going, right? AI is going to
  1445. 50:59leave the computer and going into things
  1446. 51:01that we do, and this is where I get
  1447. 51:03super excited uh about like the future.
  1448. 51:05And so,
  1449. 51:06if we want to take a step back and like
  1450. 51:08get some perspective here,
  1451. 51:10uh I think like it's not
  1452. 51:13as negative as maybe I made it out to
  1453. 51:16be, but I don't hear any wallets like
  1454. 51:18gut checking us. So, I want to really
  1455. 51:19like give us some perspective here.
  1456. 51:22Um I absolutely think the future will be
  1457. 51:26amazing, right? It's going to be like
  1458. 51:28Wakanda, right? Like everything is going
  1459. 51:30to be
  1460. 51:32free, basically. We're going to have
  1461. 51:36food and medicine and resources and
  1462. 51:38infrastructure in ways that like we
  1463. 51:40can't imagine today, right? Cuz imagine
  1464. 51:42like
  1465. 51:43there's been a one-person billion-dollar
  1466. 51:45company probably already. Like that was
  1467. 51:47unthinkable six months ago. And so with
  1468. 51:49the pace of change that all of this is
  1469. 51:51happening, 100% like we are all going to
  1470. 51:54be better off
  1471. 51:55in a few years. There's no doubt in my
  1472. 51:58mind. And and it's those few years that
  1473. 52:00are the challenge, right? It's these
  1474. 52:02next couple of years where we're going
  1475. 52:04to get through the transition of like
  1476. 52:07the conventional economy to like where
  1477. 52:10things are going and the the panacea, I
  1478. 52:13think that we're all going to be in. And
  1479. 52:15so we have to survive, right? And I got
  1480. 52:17to talk about like project glass wing
  1481. 52:19because like I think this is
  1482. 52:22where this could all fall apart for us,
  1483. 52:24right? Is like we all run software
  1484. 52:26companies and things like the Mythos
  1485. 52:28model that, you know, supposedly are
  1486. 52:31going to like
  1487. 52:33you know, find all these exploits in our
  1488. 52:35software could could be like very bad
  1489. 52:38for us as software companies. Uh and so
  1490. 52:41I think that like we have to stay aware
  1491. 52:44of like the negative potential when it
  1492. 52:47comes to bad actors using AI to do
  1493. 52:49really bad things uh
  1494. 52:51with our companies.
  1495. 52:54And so like uh I'll wrap it up here. Uh
  1496. 52:56so
  1497. 52:57MicroConf founders have kind of three
  1498. 53:00things that we should be doing. One,
  1499. 53:01move really fast, right? Shipping it
  1500. 53:03testing all the time.
  1501. 53:05Uh two, like stay in your lane and niche
  1502. 53:07down as much as you can, I think.
  1503. 53:10And then like leverage the human-ness
  1504. 53:13and relationships that you have and can
  1505. 53:15have as founders, right? Getting on
  1506. 53:17calls as the founder with your customers
  1507. 53:19is something that no one else can do.
  1508. 53:22And so if y'all are like this is cool, I
  1509. 53:24want to like keep having this
  1510. 53:25conversation. I'm doing a three-day,
  1511. 53:28call it a challenge, like where I talk
  1512. 53:30in more depth about what I'm doing at my
  1513. 53:32company to get us ready for the next few
  1514. 53:35years. It's free. I have absolutely
  1515. 53:37nothing to sell you. Uh but you can sign
  1516. 53:39up. We're going to do it on Zoom over
  1517. 53:40your three days next week. It'd be cool
  1518. 53:42to have you all there. I can share a
  1519. 53:43little bit more about what I'm doing and
  1520. 53:44give us kind of frameworks for how you
  1521. 53:45can set your company and yourselves up
  1522. 53:47to win over the next couple of years.
  1523. 53:51>> [applause]
  1524. 53:54>> I've been running MicroConf for more
  1525. 53:55than a decade, and the thing I hear from
  1526. 53:57attendees more than anything else is I
  1527. 53:59wish I'd come sooner. Not because of any
  1528. 54:01single talk or tactic, but because they
  1529. 54:03finally found their people. Founders who
  1530. 54:06get it. Founders who are building the
  1531. 54:08same way they are. At our events, it's
  1532. 54:10not just about the talks. In Portland,
  1533. 54:12we organized waterfall hikes, food
  1534. 54:14tours, happy hours, real time with other
  1535. 54:17founders outside the sessions. And those
  1536. 54:19relationships don't end when the event
  1537. 54:21does. They turn into the people you text
  1538. 54:23when something breaks or when something
  1539. 54:25finally works. If you've been thinking
  1540. 54:27about coming, I hope you'll join us in
  1541. 54:28Iceland and Austin. Get your tickets at
  1542. 54:30microconf.com/events.
  1543. 54:33If you got something out of that talk,
  1544. 54:35make sure you hit subscribe. We're
  1545. 54:36putting out more of these every week.
  1546. 54:39And that wasn't the only great talk from
  1547. 54:40Portland. Go watch this one next.

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