YouTube transcript (8cSCJtPOkmM) — Transcript
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- 0:00Uh, so, I'm really excited about this
- 0:03talk. And can kind of fair warning, uh,
- 0:05the way I like to think about this talk
- 0:07is, um, like I sent it to Rob and Sonia
- 0:10ahead of time,
- 0:11is I said like this is about as close to
- 0:13like religion and politics as I think we
- 0:16get here. Uh, cuz there are some kind of
- 0:19personal beliefs and biases that I'm
- 0:21going to share, but I think this is the
- 0:24message that you all and I like need to
- 0:27hear. Uh, this is not the
- 0:30message that you might want, uh, but I
- 0:32think this is the thing that we all
- 0:34need. And this is not all good, uh, just
- 0:36to kind of preface it. Um, but but there
- 0:38is like the silver lining at the end.
- 0:41Uh, and so, in Micro MicroConf
- 0:44tradition, uh, this is my why. Uh, we're
- 0:47all here for a reason. This is my
- 0:49family. Uh, when when I very first
- 0:52started listening to the podcast and
- 0:54following Rob, uh, we were only three.
- 0:57Uh, and now we're four. And my son on
- 0:59the right here is taller than me. Uh,
- 1:01so, 13, 15-year-old kids and my wife
- 1:03Amanda. Um,
- 1:05this is why I do everything I do, right?
- 1:09Uh, to make as much money as possible
- 1:11and have as much freedom as possible so
- 1:13I can do things with them. Uh, and so, I
- 1:15think as we talk about this really
- 1:18sensitive subject, uh, I want you all to
- 1:20keep your why
- 1:22in mind because, uh, I think it helps us
- 1:25frame what's going on in our lives with
- 1:28AI and SaaS a little better.
- 1:35So, that's it. I told Rob this is going
- 1:37to be a quick talk.
- 1:40No. Uh,
- 1:42I I do think some of us are in
- 1:45big trouble because of AI. Uh, I think
- 1:48to ignore this, and this is the part
- 1:50that I think you need to hear, uh, is me
- 1:53not doing justice to y'all cuz I'm just
- 1:55like y'all. So, Castos, my SaaS
- 1:57business, been doing it for 8 years.
- 1:59Um
- 2:01I am worried a lot about what's going on
- 2:03with AI and the longevity of my
- 2:06business. And I wouldn't lie to you and
- 2:08say that I think it's all just like
- 2:09sunshine and rainbows, cuz cuz I think
- 2:11it's not. And if you assume that the
- 2:13next 8 years for me or 10 years for
- 2:16y'all or Where's Harry?
- 2:1820 years, right? Maybe? Yeah?
- 2:21Uh are the same, like I I think you're
- 2:23lying to yourself. And so, I'm going to
- 2:24walk through kind of why I think some
- 2:27things are different and will never be
- 2:28the same.
- 2:29Uh what we can all do to protect
- 2:31ourselves and our businesses and our
- 2:33whys against uh [snorts] the things that
- 2:36are coming and then how we can lean into
- 2:38and take advantage of these to be
- 2:40productive and proactive and and take
- 2:43advantage of the biggest technological
- 2:44shift, I think I've ever seen.
- 2:47Uh since the internet. Um because the
- 2:49fact is
- 2:51SaaS
- 2:52is greatly affected by AI. And it's not
- 2:55just SaaS, right? And it's not just tech
- 2:59that's disrupted by AI. And it's not
- 3:02just our jobs, like I think we all have
- 3:04jobs, right? But it's not our roles in
- 3:06our companies or jobs in general.
- 3:10I think it's the whole economy.
- 3:14And if you pay attention to the news,
- 3:16like
- 3:17this shouldn't be a surprise.
- 3:20So,
- 3:21this is about 2 months old, the
- 3:23beginning of the SaaS apocalypse.
- 3:26Uh this big drawdown, 285 billion
- 3:30dollars of equity erased from the
- 3:33markets.
- 3:34Anybody remember this? Why did this
- 3:36happen?
- 3:40This was as a result of a blog post by
- 3:43Anthropic about a bundle of skills in
- 3:45the legal space.
- 3:48So, a blog post erased whatever 300
- 3:51billion dollars
- 3:52in stock market valuation.
- 3:55Uh you know, whatever. You might think
- 3:57people in the public markets are idiots.
- 3:59I think sometimes, uh but but not like
- 4:01that much. They're not that wrong, I
- 4:03don't think. Uh and so, when things like
- 4:05this happen, I think we should pay
- 4:07attention and generally kind of be aware
- 4:09of what's going on.
- 4:12Uh this is a pretty cool-looking graph,
- 4:15I think, right? It's like uh what is it?
- 4:17Like uh what do you see when you see
- 4:20this graph? Like this is like one of
- 4:21those dreamscape things. Uh so, this is
- 4:23pretty cool graph, but again by
- 4:24Anthropic. And again, like they're
- 4:26really good marketers, right? Like we're
- 4:28going to talk about some of the stuff
- 4:29they're doing later and why you maybe
- 4:30shouldn't pay attention, uh but this is
- 4:33in the blue, potential disruption of
- 4:36jobs by AI, uh by job type, right? So,
- 4:39up top, like management, business
- 4:41finance, developers.
- 4:44Uh and then the red is like what's act-
- 4:46been actualized already.
- 4:49And so, if I come over here and see my
- 4:50notes, uh 94%
- 4:53of jobs could be replaced.
- 4:56Um
- 4:56and so far, like less than a third have
- 4:58been. And we've seen layoffs every week,
- 5:01right? Um
- 5:03and so,
- 5:04you know, this is from
- 5:07uh Andrej Karpathy, one of the
- 5:09co-founders of OpenAI. Uh all of the red
- 5:12here are jobs who will be negatively
- 5:16impacted by AI over the course of the
- 5:18next few years, uh with a score of like
- 5:21between one and 10, between seven and
- 5:22higher. Uh and this is $3.7 trillion
- 5:26of wages that could be lost.
- 5:29Um
- 5:30so, is this like everybody happy?
- 5:32Everybody like, "Yeah, this is [ __ ]
- 5:34great. Like I can't believe we're ending
- 5:36the conference on this."
- 5:37Uh there's just one more.
- 5:40Uh the iShares uh ETF that tracks like,
- 5:43you know, SaaS generally down 30% in the
- 5:46last 6 months.
- 5:50Told you this is like what I think we
- 5:52all need to hear. Um but like hey, we're
- 5:55entrepreneurs, we're founders, we've
- 5:57like seen this stuff before, right? Uh
- 6:00so yeah, you know, web frameworks,
- 6:03Laravel, Ruby on Rails, Next.js, Django
- 6:06made everything easier for us, right?
- 6:08Yeah, totally. Um cloud computing,
- 6:10right? I don't have to buy the $10,000
- 6:12server to start my thing. I can just go
- 6:14to Vercel and launch this thing for 10
- 6:17bucks. Totally true. Uh lowered the
- 6:20barrier, made it easier for us all to do
- 6:22stuff.
- 6:24Payments, right? This is uh Stripe's
- 6:26seven-line implementation of payments.
- 6:28Like again,
- 6:30uh made things easier for us all to do
- 6:32as entrepreneurs and founders. And I
- 6:34would argue a lot of AI is doing similar
- 6:37things, but I think it's also a little
- 6:39different. And so like all of these have
- 6:41enabled us to do more
- 6:43with less.
- 6:45And I think
- 6:47this time is different. And you might be
- 6:49like, yeah, it's different in ways, and
- 6:51maybe that's true.
- 6:53But I do think it's different because
- 6:55before
- 6:56all these advancements
- 6:58kind of lowered the barrier, made it
- 7:00easier for us to do stuff. But AI to me
- 7:03is just entirely replacing
- 7:06jobs and roles.
- 7:09And if I take like a half a step back, I
- 7:10think that's the big
- 7:13existential risk to us all is just like
- 7:17there's not going to be people with jobs
- 7:19in the medium term. And I'm going to
- 7:20talk about like the long term cuz I'm
- 7:21actually really bullish on the long
- 7:23term. But I think in the medium term we
- 7:25have a rough couple of years, not
- 7:27because of
- 7:28someone vibe coding our product. Like
- 7:30that's a medium kind of risk. I think
- 7:32the risk in the next couple of years is
- 7:34just going to be the economy.
- 7:36And there's not much we can do about it.
- 7:38But I want us to be ready to
- 7:42like prepare ourselves and our
- 7:43businesses to weather this time.
- 7:45And so, um
- 7:47Does anybody remember this MicroConf?
- 7:50No, this is a Gemini uh image, but I
- 7:52want to
- 7:53>> [laughter]
- 7:55>> But I want to uh I want to see, like,
- 7:58talking about replacing roles. Uh okay,
- 8:00so, i- if you've been in business for a
- 8:03couple of years, raise your hand if you
- 8:05were like hiring 2 years ago.
- 8:09Come on, raise them. Okay, cool. Uh so,
- 8:11like, half, two two-thirds of the room.
- 8:12Okay. Keep No, keep them up. Keep them
- 8:14up. Uh keep your hand raised if you were
- 8:16hiring a year ago.
- 8:20Cool, like most of us. Uh keep your hand
- 8:23raised if you're hiring today.
- 8:26Yeah.
- 8:29I don't Okay, that's a lot more than I
- 8:31thought, honestly. So, I'm like, oh,
- 8:32[ __ ] Um
- 8:35I talked to uh Liana mentioned, like, I
- 8:38serve as advisor in residence at
- 8:39TinySeed, where uh you know, companies
- 8:41coming in are between, like, a couple
- 8:43thousand dollars MRR to, like, gosh, I
- 8:45don't know, 50 grand.
- 8:47Um
- 8:49And they just got funding, right? So,
- 8:51they're like, I got to go I got to go
- 8:53spend this money, right? Cuz that's the
- 8:54whole trade-off. It's like, hey, we're
- 8:55going to give up a little equity, get a
- 8:56little bit of money so we can grow
- 8:57faster.
- 8:58Uh even within TinySeed, I don't talk to
- 9:02a lot of people who are hiring. Uh I
- 9:04certainly don't talk to a lot of
- 9:05TinySeed companies that are past like a
- 9:07year
- 9:09who are hiring. And I don't talk to a
- 9:11lot of
- 9:13bootstrapped SaaS businesses who are
- 9:15kind of established who are hiring right
- 9:17now. You know, the comment um from Oh,
- 9:19Victor's not here.
- 9:21Victor Keller, I've known Victor a long
- 9:22time. He's like, "Why would I hire
- 9:25anyone anymore because I can do
- 9:27everything I need to do
- 9:29with AI to run my business."
- 9:32Does anybody like resonate with that?
- 9:36Yeah, like almost as many people hands
- 9:38that went up originally. I think that's
- 9:40I think that's kind of the meta theme
- 9:41here is like cuz cuz I feel super
- 9:43empowered and like that's a good and bad
- 9:44thing sometimes, but I think that's like
- 9:46the immediate effect on kind of the
- 9:48economy and how we run our businesses.
- 9:53Um okay, so I want to talk about three
- 9:55and there's probably more, but there's
- 9:57kind of three that step out to me as
- 9:59like immediate kind of threats to my
- 10:01business and and probably yours. Uh and
- 10:03again, I say all this like I'm not like
- 10:05hopefully preaching, but like I think
- 10:07about this all the time cuz like again,
- 10:09my why, my family, like Castos pays our
- 10:11mortgage and our kids to play volleyball
- 10:13and stuff like that. And so I want to be
- 10:15really aware of this stuff.
- 10:16Um the first is probably the most
- 10:19obvious, right? Is that like our product
- 10:21just gets
- 10:22commoditized. And yeah, you might like
- 10:24roast me for saying someone can vibe
- 10:26code my product in a weekend. And like
- 10:27yeah, they're not going to vibe code
- 10:29Castos or Salesforce or whatever.
- 10:32But I think a lot of times we know like
- 10:34our customers don't need all of the
- 10:36things that we do, right? And could they
- 10:38do just like this one little thing to
- 10:40get this one reporter or this one way to
- 10:42store a file or this one API or
- 10:45something? Like yeah, like they probably
- 10:47could. And is that good enough
- 10:49to get on the other hand like the
- 10:51benefit of customization and like owning
- 10:54the data and and kind of having control
- 10:56over thing? Like heck yeah.
- 10:58Um
- 11:00I was talking to one of the Conversion
- 11:01Factory guys and I said like we Castos
- 11:04we charge $19 a month. So like first of
- 11:06all, don't ever [laughter]
- 11:08>> [gasps]
- 11:08>> start a SaaS business where you charge
- 11:09$19 a month. It is just it's rough.
- 11:12But uh
- 11:14ChatGPT's 20 bucks a month. Claude's 20
- 11:16bucks a month.
- 11:17For us to have the gall, I think in some
- 11:19ways, to say we are equivalent value to
- 11:23the most impressive piece of software
- 11:24ever,
- 11:26I I think is weird, right? Like I don't
- 11:28know like we we we churn hasn't really
- 11:30changed for us, but I think increasingly
- 11:33people are going like, "Gosh, I can do
- 11:34kind of like everything with Claude for
- 11:3620 bucks a month, and then I'm going to
- 11:38pay Castos 20 bucks a month." Uh I think
- 11:40that like the
- 11:42psychology
- 11:43is is kind of changing there, especially
- 11:45for like new customers. I think like
- 11:47we're starting to see some early signs
- 11:49of this and talking to with some of my
- 11:50peers, and they're like, "Yeah, like
- 11:51churn really hasn't changed, but like
- 11:53new trials are dropping."
- 11:55That that's that's kind of like the
- 11:56early sign of this, I think. And so like
- 11:58willingness to pay for a dedicated SaaS
- 12:01solution, and you see this on Twitter,
- 12:03right? It's like, "Why would I pay like
- 12:04500 bucks a month for a HubSpot when I
- 12:06can just make this myself?"
- 12:09Not true, right? But like not false,
- 12:11either, I think. Um you could use Notion
- 12:15and Claude code [snorts] and Airtable or
- 12:18whatever and get like a good CRM that
- 12:20does most of what you need from HubSpot
- 12:23for relatively free.
- 12:26So I think like the perception of the
- 12:27value of your product changing over time
- 12:30is absolutely a thing we need to pay
- 12:32attention to. And again, I think this is
- 12:34what we need to hear,
- 12:35uh even if you don't like it. Um
- 12:38I think the most interesting one is your
- 12:39team. I'm going to talk about what we do
- 12:42uh in empowering our team to lean into
- 12:44AI in a minute,
- 12:45but I think the most interesting thing
- 12:47here is us getting kind of like
- 12:49Is the word lobotomized where you just
- 12:51like go brain dead, right? I
- 12:54>> [laughter and gasps]
- 12:54>> I think uh I think this is a real risk,
- 12:56especially in kind of creative ventures.
- 12:58Like, "Hey, if all I can do is talk to
- 13:00Claude code or Codex or something like,
- 13:02what real value do I bring as a founder
- 13:05or a marketer or a developer, especially
- 13:08for kind of non-deterministic things
- 13:09like marketing, right? Creative things."
- 13:12Um
- 13:13And then I think there's this
- 13:14existential threat that we all are
- 13:17feeling right now of like, "What the
- 13:19heck am I doing here? If the robots can
- 13:22do everything, like what unique value do
- 13:24I bring? And what unique value does each
- 13:26person on my team bring when
- 13:28Yeah, not today. Like AI can't do
- 13:31everything, but gosh, like think about 6
- 13:33months ago. Think about 3 months ago
- 13:35what it was doing. Uh and then if we
- 13:37kind of extrapolate forward 2 years,
- 13:39like where are we going to sit in all
- 13:41this?
- 13:43And then I think this is the biggest
- 13:44one.
- 13:45This is the biggest one by far. Like I
- 13:47know there are products maybe here today
- 13:50that are basically a skill.
- 13:52Right?
- 13:54You're like a connector for this thing
- 13:55and you do this and you transform this
- 13:56stuff and then it pops out the other
- 13:58end.
- 13:59Like I think the reality is most people
- 14:01have no idea what Claude Code or Codex
- 14:03is and they don't know what skills are
- 14:05and so they haven't caught on yet. But
- 14:06if your business is a skill,
- 14:09the frontier models like just deliver
- 14:11this already. They have enormous
- 14:13distribution. Like literally everyone in
- 14:14the world uses them.
- 14:16And the functionality for this will be
- 14:18free.
- 14:20>> Hey, Rob Walling here. If you're
- 14:21watching this and thinking, I wish I
- 14:23could be in the room for talks like
- 14:25this. You can and you should. So much of
- 14:28the magic at our events happens in the
- 14:31hallway track. That's where you connect
- 14:32with two to 300 like-minded founders who
- 14:35are trying to solve many of the same
- 14:37problems you are. I hope you'll join us
- 14:39at our next event. Head to
- 14:40microconf.com/events
- 14:42to grab your ticket. Our next one is in
- 14:44Iceland in September of 2026 and then
- 14:46we'll be in Austin in April of 2027.
- 14:50>> So who was it that stole this slide
- 14:52earlier?
- 14:54I loved it. I was like motherf- I can't
- 14:56believe that that you asked this. But I
- 14:58think this is the Formspree. Was it
- 15:00Who's
- 15:01Yeah.
- 15:02This is so cool. I use Formspree. Uh and
- 15:05I I use Formspree exactly how uh
- 15:09this like is described. Uh it was
- 15:11suggested to me by Claude Code. I'd
- 15:13never heard Sorry, I'd never heard of
- 15:14Formspree before like 3 weeks ago when I
- 15:16converted my site over and it was like,
- 15:18"Hey, you need a way to send contact
- 15:20form and you should just use Formspree.
- 15:21Go here. They have a good free plan
- 15:22getting an API key and and give it to
- 15:24me.
- 15:27Right?
- 15:28Um so, this is a graph of Stack Overflow
- 15:30traffic over the last, whatever,
- 15:3320 years.
- 15:37That's not great.
- 15:39Um
- 15:40I mean, this is not surprising, right?
- 15:42Like, this was the way that many of you
- 15:44learned to develop is like, I'll just go
- 15:45to Stack Overflow, copy and paste stuff
- 15:47in and see how it works, and we'll kind
- 15:48of figure this out. Uh like, times
- 15:51change, right? This is not the most
- 15:53effective way to get value anymore. Uh
- 15:56and so, as a result, like, the market
- 15:57spoke, and they just get no traffic
- 15:59anymore.
- 16:01This one's super sad to me.
- 16:03Um Adam Wathan, founder of Tailwind CSS,
- 16:073 months ago, maybe, laid off 75% of
- 16:11their team.
- 16:12Very unfortunately, because the agents
- 16:14and the models knew the documentation of
- 16:16Tailwind CSS so well
- 16:19that no one had to go to their site.
- 16:21They had a 80% drop in traffic to their
- 16:23site, and I they sold, you know, premium
- 16:26products or whatever.
- 16:27But, the models and the agents were so
- 16:30good at implementing their free product
- 16:31that nobody had to upgrade to a paid
- 16:33plan.
- 16:35And like, Adam's a super smart guy.
- 16:36Like, I know him. Like, this not his
- 16:38fault at all. And this is none of our
- 16:40faults. Like, I think that's the one
- 16:41thing I want to say is like, what's
- 16:42happening in this transition of AI is
- 16:46not like my fault or your fault or any
- 16:49It's not Rob's fault even.
- 16:51>> [laughter]
- 16:53>> We didn't ask for this, you know? Like,
- 16:55the good and the bad. Like, the I
- 16:56definitely asked for the good, but we
- 16:57didn't ask for the bad, which is we all
- 17:00are forced to reinvent ourselves.
- 17:02Like, as of today. And I hope that's the
- 17:04one thing that you leave with is like,
- 17:06[ __ ] is going to get bad if you don't
- 17:07think about yourself and your business
- 17:09in a different way.
- 17:12Uh so, you know, moving to the good way,
- 17:14this is uh
- 17:15you know, the folks at Linear are
- 17:16amazing. Like, this is an image that
- 17:18they put out in their blog post about
- 17:20kind of the new version of Linear. And
- 17:22everybody in here uses Linear. Like we
- 17:24don't use Linear, but I know it's like
- 17:25the cool issue tracker. Uh, we just use
- 17:28GitHub. But like
- 17:29they went from like we're an issue
- 17:31tracker that replaces GitHub issues to
- 17:33like surrounding the entire ecosystem of
- 17:37agents, rules, context, and kind of that
- 17:40customer product feedback loop. Which
- 17:42like to me, as a non-technical founder,
- 17:45is the most important thing in SaaS,
- 17:47right? Like listen to your customers,
- 17:49make the [ __ ] they want, and deliver,
- 17:50and keep doing that over and over. And
- 17:52they're like pretty smart folks. And
- 17:54they're like, "Hey, why don't we just
- 17:55like say that we are the tool that lets
- 17:58you do that really well."
- 18:01So there's like an evolution, right? Of
- 18:03we're not an issue tracker, we're like
- 18:04the thing that lets you deliver on the
- 18:06most important function of a SaaS tool.
- 18:09SaaS business.
- 18:11So that's cool. Uh, like these guys are
- 18:13like the epitome of a MicroConf type
- 18:16business, right? Basecamp.
- 18:19Basecamp coming out with a CLI, right?
- 18:22This this is like where the puck is
- 18:25going, right?
- 18:26Is you have to have these kinds of tools
- 18:30to enable your customers to get value
- 18:33from your product the way they want to
- 18:35in the future. And like like Rob said,
- 18:37we are super early in this and very
- 18:39fairly we do not have a CLI or an MCP at
- 18:42Castos.
- 18:43Uh, partly because like we're not the
- 18:45kind of product that like has to have
- 18:47this today, I don't think. Anthony.
- 18:49Yeah, maybe maybe we're not. We we uh,
- 18:52we we debated it as of like 2 weeks ago.
- 18:54We think we have kind of bigger fish to
- 18:56fry here. Um, but we we considered
- 18:59putting off a very very valuable feature
- 19:03to do this. And it was really close. In
- 19:05the end we decided this is going to
- 19:06wait. Um,
- 19:09but I I this has to be part of the
- 19:11calculus one for discovery. Talking
- 19:13about Formspring, like, hey, how do
- 19:15people find us in
- 19:17increasingly? It's like, well, Claude
- 19:19Code said to use Formspring or Claude
- 19:21Code said to use Cast Docs or SavvyCal
- 19:23or whatever. Uh that's a that's a as,
- 19:27you know, to Amanda's talk yesterday,
- 19:29impressions maybe going up, but clicks
- 19:31are going down. I think part of that is
- 19:32like, we're just getting the answer from
- 19:35a different way. And if you're not
- 19:36showing up where that answer is
- 19:38generated,
- 19:39you're missing a big opportunity.
- 19:43Okay, so very early, right? When it
- 19:45comes to MCP and CLI and SDK and ABC,
- 19:49uh we're like really early with all this
- 19:51stuff, but I don't think that you can
- 19:53ignore
- 19:55where this is going. Cool?
- 19:57I promise this is going to get better.
- 19:59Um okay, so is it Britney? Like, what a
- 20:02girl wants? Is that Is that right? Yeah.
- 20:04What a girl wants. What does an agent
- 20:07want?
- 20:08What does an agent want?
- 20:12Context?
- 20:16Ooh, okay.
- 20:18Uh okay.
- 20:23Humans? Yeah, rent a human, right? Who
- 20:26would have thought we'd have a website
- 20:27that's like rent a human? That like
- 20:28isn't that really like wrong and illegal
- 20:31and uh
- 20:32okay, what what does an agent want?
- 20:34Anybody else?
- 20:36Energy, water. Yeah. Yep.
- 20:39Uh
- 20:42not a really pretty website,
- 20:45right? Like,
- 20:47uh I hate it for the designers out
- 20:48there, but uh they want an API, right?
- 20:51They want clean, visible documentation.
- 20:54It's just like, pro tip, uh
- 20:56a lot of our documentation is rendered
- 20:58on the page in JavaScript, and agents
- 21:00can't read that. So, if you're not like
- 21:03outputting your documentation as like
- 21:06whatever JSON or markdown or something
- 21:08like that. Like probably
- 21:09take the 5 minutes today to do that so
- 21:11that agents can see and index that.
- 21:14Uh an MCP CLI or SDK.
- 21:18And then like they want it free.
- 21:21They want it free and at most they want
- 21:23to like pay per outcome or something or
- 21:25pay per token or pay per usage.
- 21:27I think
- 21:29AI is
- 21:31overall incredibly deflationary.
- 21:34Uh we're all expecting more for less
- 21:36money.
- 21:37Uh we saw this with Ahrefs. Ahrefs
- 21:39historically is like [ __ ] gated
- 21:42everything in pricing tiers and overages
- 21:44and stuff and then they rolled back and
- 21:45they're like, "Hey, yeah, our API is
- 21:47like included in every plan now."
- 21:50They're kind of seeing the pressure of
- 21:51what we all expect in a uh
- 21:54in a like giving more away kind of mode
- 21:57and they're the market leader in their
- 21:58space.
- 22:00And so question for everybody like if an
- 22:02agent, you know, if my Open Claw tries
- 22:05to go use your product right now, like
- 22:07could it?
- 22:10>> Yes.
- 22:11>> Yeah, cool.
- 22:13That's the Formstack guy. That's
- 22:15awesome. Um
- 22:17Yeah, I mean for me for me the answer is
- 22:19no, but we're working on it. Um
- 22:22So this is like
- 22:24>> [laughter]
- 22:25>> this is like uh how I imagine myself,
- 22:27right? Like
- 22:29I'm like Dumbledore, right? I'm like a
- 22:33wizard who can run my company from the
- 22:35mountains in France or a boat in the
- 22:37Bahamas or whatever and we do provide
- 22:40value and it's like 24/7 always on.
- 22:42Anybody else like resonate with this a
- 22:44little bit? Like
- 22:45developers especially. Like I I this is
- 22:48like a developer to me is like, "God,
- 22:49you guys are magic." Like you guys can
- 22:52write code and develop products and all
- 22:54this kind of crazy stuff.
- 22:59Software developers aside, I think the
- 23:01the playing field has been leveled a
- 23:04lot.
- 23:05I I I I do some coaching and I work with
- 23:07someone here
- 23:09and and they sent me a message
- 23:11about a month ago
- 23:13and they go
- 23:15they they had kind of just learned cloud
- 23:16code
- 23:18and they were like,
- 23:19what the [ __ ] Like, if
- 23:21I can do this, everyone else can do
- 23:23this. And so, what what do I what do I
- 23:26do now? What value do I provide? How can
- 23:28I
- 23:29and they're they're an incredible
- 23:30founder and marketer. How do I
- 23:33continue to add the amount of value
- 23:36that I used to to my product when this
- 23:38is the new baseline?
- 23:43I don't know the answer. I don't know
- 23:44the answer, but I think that's kind of
- 23:45the question. And so, Alex Lieberman,
- 23:47right? Like, pretty smart guy.
- 23:49Anyone else
- 23:50>> [laughter]
- 23:50>> Anyone like, [ __ ] at 30 minutes I have
- 23:53an existential crisis the last 30
- 23:55minutes than the last 30 years. I think
- 23:58we're all kind of paralyzed, right?
- 23:59Like,
- 24:00what marketing channel do I go down?
- 24:02What product do I develop? Do I acquire
- 24:05a business or not, right? Like, I think
- 24:08I don't know what to do. I don't have
- 24:10the conviction to follow this course
- 24:14that like I used to. And again, maybe
- 24:15I'm
- 24:16maybe I'm projecting a little bit here,
- 24:18but I talked to enough founders that
- 24:20like they just they don't know. They
- 24:23don't feel really good about this is
- 24:25definitely the course.
- 24:26And so, if that resonates with you,
- 24:28like, you're not alone. But but I think
- 24:29we'll get into
- 24:30how to lean into something
- 24:32here in a minute.
- 24:33So, talk about motes yesterday a little
- 24:36bit. I think someone talked about motes
- 24:38and I was like, gosh, you guys keep This
- 24:39is the the curse of going last is like
- 24:41everybody talks about what you're
- 24:42talking about. I think there's a there's
- 24:45a couple motes. Maybe there's more than
- 24:46four, but I think there's four for sure
- 24:48that we especially as MicroConf founders
- 24:50and like mostly bootstrapped
- 24:53SaaS companies can really lean into
- 24:57the best is first-party proprietary
- 25:00data. So, if your product generates data
- 25:04that keeps getting better and more
- 25:06robust and more useful over time,
- 25:08you're good. Like, I don't worry about
- 25:10you, right? So,
- 25:11gosh, what's an example? Anybody have an
- 25:13example? Is this anybody?
- 25:16Yeah.
- 25:18What do you do?
- 25:18>> I do a ton of design research for my
- 25:20clients, so I gather and
- 25:23synthesize it among all of my other
- 25:25clients and
- 25:26make them all a bit stronger in the
- 25:28process.
- 25:28>> Cool. So, if anybody didn't hear, like,
- 25:30design research for a bunch of different
- 25:31clients and you're building this kind of
- 25:32library of, like, what great design
- 25:34looks like. Yeah, totally. So, you have
- 25:35first-party data a bunch of across a
- 25:37bunch of different experiences that you
- 25:38can apply to all your clients. That's
- 25:40cool. Anybody else? Example of
- 25:43first-party data that you're generating?
- 25:45Yeah, Keith, Segmetrics, right?
- 25:47>> We have data views and then we normalize
- 25:49data between multiple systems that's
- 25:51really difficult and AI is pretty bad.
- 25:54>> Yep. Yep. So, Segmetrics is
- 25:57uh attribution marketing attribution
- 25:58tool. Uh I mean, so you have I think you
- 26:01have uh proprietary data on two levels.
- 26:03One is like platform level, all of your
- 26:05customers you see a whole bunch of
- 26:07stuff, like, this is where people, like,
- 26:08you know, Stripe and ChartMogul can tell
- 26:10us how good or bad our businesses are.
- 26:11Like, that's really valuable. And you in
- 26:13a similar way. And then each of your
- 26:14clients have their first-party data that
- 26:18uh
- 26:19that's valuable to them, right? And that
- 26:20keeps getting better and more valuable
- 26:21over time the more they use your
- 26:22product. Yeah, that's really cool.
- 26:24Um this is where, like, uh we win,
- 26:26right? Castos wins here. We are a system
- 26:28of record. We're a podcast hosting
- 26:29platform.
- 26:30If you want a podcast, you got to have
- 26:32something like Castos. And if you cancel
- 26:34with us, your podcast goes away. So, if
- 26:37you're, you know, a CRM, uh as much as
- 26:40that's like a bad example, like, if
- 26:41you're the source of truth where, like,
- 26:44this is like this is where, like, our
- 26:47data for our company lives. I I think
- 26:49you're good. Um
- 26:52And because of this, I think these are
- 26:53harder to vibe
- 26:55>> [laughter]
- 26:55>> vibe code because like if you vibe code
- 26:58this and get this wrong, like the data
- 26:59that you think you have about your
- 27:00company is wrong and then it's not the
- 27:03source of truth, it's just a source of
- 27:04garbage.
- 27:05Uh and so
- 27:07that's one. Uh I think especially for
- 27:09this crowd, this is a super interesting
- 27:12one
- 27:13uh is speed.
- 27:16I'm much more bullish about the people
- 27:18in this room with SaaS and AI. I am
- 27:23I don't want to keep using HubSpot as an
- 27:25example, but like a legacy big
- 27:28frankly bloated uh piece of software,
- 27:31right? They just can't move as fast as
- 27:33you can to AF AI-ify yourself and your
- 27:38team and your product and your company.
- 27:41And so
- 27:43being able to move fast, not having to
- 27:45report your decisions to a whole bunch
- 27:46of people and keeping that product
- 27:49customer feedback loop really really
- 27:50super tight is maybe the universal
- 27:54advantage that everyone in this room has
- 27:55that you should really lean into.
- 27:59And then like yeah, hey, what if my next
- 28:01customer is an agent not a human? Well,
- 28:03like that that's one thing, but the
- 28:05other thing is like if you're selling to
- 28:07the enterprise, which like increasingly
- 28:08I think that's where SaaS should go. Uh
- 28:11again, like don't start a SaaS recharge
- 28:1320 bucks a month. Um
- 28:16if you're charging thousands of dollars
- 28:18a month, your ACV's 50 grand or
- 28:20something like that.
- 28:21Uh people always have bought from people
- 28:24and they will always buy from people and
- 28:26maybe even more so this relationship
- 28:28between you and someone else is
- 28:30paramount. You know, agents aren't going
- 28:32to decide to buy a $50,000 a year piece
- 28:36of software. It's going to be you and so
- 28:38like leaning into sales
- 28:41uh I think is a really interesting
- 28:44avenue to continue to succeed
- 28:48in SAS.
- 28:51Okay, so I want to like another show of
- 28:53hands. Like how many of you feel good
- 28:56about how your team is using AI?
- 29:01Oh.
- 29:03Cool.
- 29:04Okay, a little of this, right?
- 29:06Uh and not like really high. Okay, cool.
- 29:08Um
- 29:11I don't do a lot of things right, but
- 29:13but like we [ __ ] nailed this. Like
- 29:15our team is cracked, super clawed
- 29:17pilled. They're amazing. And so I want
- 29:19to share what we're doing. Um
- 29:22Okay, so
- 29:23uh and I I think like to take a step
- 29:25back,
- 29:27this has to start with you.
- 29:29It can't be like, "Oh, our developer is
- 29:32going to, you know, have their
- 29:33development team like use all these
- 29:35codes and develop all these best
- 29:36practices." Like even if you're not a
- 29:38technical founder, which like I'm not,
- 29:41you have to lead by example. Like I I
- 29:44always want to be the dumbest person in
- 29:46the room in our company. And a lot of
- 29:48times like I am, but in this respect, I
- 29:52led the charge. And I think you have to.
- 29:54You have to set the culture of
- 29:57excellence here. And like we're not
- 29:59messing around. Like this is how it's
- 30:00going. And I'm going to talk about some
- 30:02really challenging times we had.
- 30:05But you have to get this right and y'all
- 30:07have to lead this. It's no You can't be
- 30:09like, "Okay, I'm going to appoint like a
- 30:10head of AI in our company." Even if you
- 30:13do that, that person's not going to take
- 30:14you seriously if you yourself aren't
- 30:17fluent and proficient at these tools.
- 30:19Okay?
- 30:20So,
- 30:23uh in our company, we're seven people
- 30:25full-time.
- 30:26Everyone has Claude code.
- 30:28Support,
- 30:30product, marketing,
- 30:32certainly development. Everyone uses it
- 30:34all the time.
- 30:36Every We have a team meeting every
- 30:38Monday, all hands, all hands all seven
- 30:40hands. Uh
- 30:41every time it's like, "Hey, I was
- 30:43playing around with this new MCP over
- 30:45the weekend and we like built this new
- 30:47tool."
- 30:48"Hey, I was looking at this API for this
- 30:50other thing we could do. It's really
- 30:52cool. Like, I built this script that we
- 30:54can run to get this report."
- 30:57And it's because
- 31:00that's the expectation. I led by example
- 31:02for a painful
- 31:04>> [laughter]
- 31:04>> amount of time
- 31:06being the person that y'all make fun of.
- 31:07Like, "Oh my gosh, Craig's going to talk
- 31:09about AI again and how great it is." And
- 31:10all my god, let's just roll our eyes. I
- 31:12did that for long enough and we had some
- 31:14positive peer pressure in the room to
- 31:16where they were like, "Oh, I probably
- 31:18should like catch up."
- 31:20Or like, "I'm going to get fired." And
- 31:22that was the conversation a couple
- 31:23times. Um
- 31:26We have an unlimited budget for AI.
- 31:28Um
- 31:29I I can't imagine telling someone that
- 31:32you pay 100 grand a year that they can't
- 31:35upgrade their cloud plan from $100 to
- 31:37$200 a month. I just can't imagine that,
- 31:39right? And we're going to talk about
- 31:41what the kind of bigger companies are
- 31:42doing around this in a minute.
- 31:45Um we have the expectation, not the
- 31:47allowance, but the expectation that
- 31:49everyone spend at least 2 hours a week
- 31:52learning. And they're like, "Well, where
- 31:53would I learn?" I'm like, "You can watch
- 31:54my YouTube channel."
- 31:55>> [laughter]
- 31:56>> Because it's frankly like really good.
- 31:59But if you don't watch mine, like watch
- 32:00somebody's
- 32:01um
- 32:02around like the area where you want to
- 32:05like learn. Uh because
- 32:07you have to keep learning cuz this stuff
- 32:09changes so fast. I was like just before
- 32:10this, like they're going to release
- 32:12uh Opus 4.7 like tomorrow and then
- 32:15OpenAI has GPT 5.4 security, which is
- 32:19kind of their answer to Mythos, I guess.
- 32:20But like, literally it changes all the
- 32:22time. I was talking to someone about
- 32:23Paperclip and I was like, "Gosh, like
- 32:25I'm in this all day every day and I have
- 32:26a hard time keeping up." But if you as a
- 32:29leader don't
- 32:30uh set the expectation with your teams
- 32:33that they have to keep up with this
- 32:34stuff, there's no way that they will.
- 32:36And so this has to start at the top and
- 32:37then come down.
- 32:39Uh so, so we have two standing meetings
- 32:41in our company. One is like our Monday
- 32:43all-hands, and then we do this thing
- 32:45called co-working, which is just like
- 32:47hanging out on Thursday. But, hanging
- 32:49out turned into what we did this morning
- 32:51in the lobby, which was tell me what you
- 32:53learned or show me what you did with AI
- 32:55this week.
- 32:57And this does something really
- 32:58interesting. So, the first time this
- 33:00happens, you got a couple of people who
- 33:01show up and stuff. And then I call on
- 33:03someone. I'm like, "Hey, Jimmy, what did
- 33:05you do this week?"
- 33:08Oh, I don't know. Like, not much.
- 33:11Jimmy, next week that cannot be the
- 33:13answer.
- 33:14Like, you got to show up. You have to
- 33:15show me what you've learned and how you
- 33:17are furthering yourself to be able to do
- 33:19your job better in the future. And and
- 33:22like
- 33:24this just has to happen.
- 33:26Um
- 33:28and I think this is
- 33:30where um you guys know the the term like
- 33:33right person in the right seat?
- 33:36Yeah. Uh what's the traction guy? Um
- 33:41I was having this conversation with one
- 33:42of you this week that like you're like,
- 33:44"Hey, I'm super on board. Like, I'm
- 33:46Claude pilled, but uh my my development
- 33:49team is not. And I'm having to explain
- 33:51stuff to them." And this was a
- 33:52non-technical founder.
- 33:54Person was like, "Did Do I have like a
- 33:56people problem here?" I was like, "Fuck
- 33:58yeah, you have a people problem. Like,
- 34:00that is not okay. And and we had
- 34:04several of these conversations with our
- 34:06team. And the the last sentence or the
- 34:09kind of the the question that you always
- 34:11should ask yourself in hiring. I got
- 34:13this from Ruben Gomez. Ruben's like one
- 34:14of the smartest founders I know. Follow
- 34:16him on Twitter. Uh is knowing what I
- 34:18know today, would I hire this person
- 34:20again?
- 34:23So, I ask myself that of everyone on my
- 34:25team as it relates to AI. Knowing what I
- 34:27know now, would I hire this person again
- 34:30in the kind of AI world that we live in.
- 34:32And the answer is about 50/50.
- 34:35Yes and no.
- 34:36And so, I just told them that. Like, it
- 34:39doesn't have to be any more complicated
- 34:41than that. Hey,
- 34:43Jimmy, I'll use Jimmy as an example.
- 34:44He's like the most amazing
- 34:47human, uh and he started off like, "This
- 34:50is just not I'm not going to do this."
- 34:52And I was like, "Bro, like you got to
- 34:53get on board. Like, I love you, but like
- 34:55for to work here, you have to
- 34:56participate like this or you can't work
- 34:58here anymore." And since he's the
- 35:00biggest transformation in our company.
- 35:02And so, if y'all have those folks who
- 35:04are like, "Oh, I'm too good to use cloud
- 35:07code to write code cuz I'm an artist on
- 35:10the keyboard."
- 35:11Like, that person has no place in my
- 35:13business and probably shouldn't in
- 35:15yours, either.
- 35:17And so, right person in the right seat
- 35:20doing the right job
- 35:22had a meaning 6 months ago and I think
- 35:24has a different meaning and context
- 35:26today. And so, y'all as leaders might
- 35:31need to have challenging conversations
- 35:32with your team.
- 35:37Right on. Thanks, man.
- 35:39I thought y'all were asleep. Um okay,
- 35:41cool. So,
- 35:42200 companies in Tiny Seed, 200 founders
- 35:44in Tiny Seed. Uh get to talk to a lot of
- 35:47them about what they're doing.
- 35:49And you know, just as a as a side note,
- 35:50I have 9 minutes left. Like, we're going
- 35:51to go over, I think. I hope that's okay.
- 35:53We'll
- 35:54we'll still get to the bar. Um but, we
- 35:56might go over a bit. Um
- 35:58It's the beauty of going last. Uh
- 36:01so, what other Tiny Seed companies are
- 36:02doing? This is a bit rapid-fire. So, uh
- 36:05hired an AI native engineering manager.
- 36:07I like this a lot cuz this is like,
- 36:08"Hey, we had this job before of like
- 36:10engineering manager, really kind of
- 36:12tough job, I think. Now, it's like, how
- 36:14can I pill my developers as much as
- 36:17possible and get them just token maxing
- 36:20as much as possible, right? This is this
- 36:22person's job. I love it, right? We had
- 36:24this other job before, now we have the
- 36:26new version of this job. I think there's
- 36:27a lot of that going on.
- 36:29Uh
- 36:30automated like task audits, right? If
- 36:32something happens more than a couple
- 36:34times, we're going to automate this.
- 36:35Because now everyone is empowered to do
- 36:38so much around like I'm going to build a
- 36:40script or I'm going to build a little
- 36:41tool or I'm going to automate this thing
- 36:42or I'm going to get this thing in Claude
- 36:44code or open claw or whatever, right?
- 36:46This should be happening
- 36:48uh
- 36:49to everyone, not just your developers,
- 36:52right? Because your developers are super
- 36:53good at like, "Oh, if I have to do this
- 36:54thing, I'm going to build a bash script
- 36:55to like automate it in the future." Now
- 36:57everyone can do this, which is a huge
- 36:59unlock cuz then it's multiplying
- 37:01exponentially.
- 37:02Is that a thing, multiplying? It's
- 37:04happening exponentially.
- 37:05Um
- 37:06token consumption.
- 37:09Brandon, here, right? Uh the expectation
- 37:13is your engineer should be consuming 60%
- 37:15of their token quota in a week or month.
- 37:18Uh yeah, like, "Bro, what are you
- 37:20doing?" Like, I wonder sometimes like,
- 37:22"What are my developers doing if they're
- 37:24not maxing out their $200 a month plan?"
- 37:26Cuz I can max mine out and I spend like
- 37:28a couple hours a day futzing around with
- 37:30this stuff.
- 37:31Uh what are they doing to not be asking
- 37:33for like a $1,000 a month
- 37:36quota? I don't know. They should be
- 37:37maxing out all the time.
- 37:39Uh this is kind of similar to our our
- 37:42weekly uh kind of show and tell,
- 37:442-minute demo of a thing that you did.
- 37:46This can be like a skill or an
- 37:48open-source thing that you did or a way
- 37:49that you're doing like Codex and uh
- 37:53and Claude code like review or it can be
- 37:55whatever, right? Like how this happens
- 37:57in your business can be different, but
- 37:59you should be doing it. This positive
- 38:00peer pressure is hugely
- 38:03uh transformative, I think, in
- 38:05instilling the culture of kind of like
- 38:07AI excellence.
- 38:10Uh
- 38:10I like this kind of like
- 38:11cross-functional squads. Like we've kind
- 38:13of always done this and now it just has
- 38:15a AI flavor, right? So like pick a
- 38:16thing, have a couple people just go
- 38:18super hard on this for a period of time
- 38:22uh and then share what they did with
- 38:23everyone else.
- 38:26Gosh, this one's pretty tough. We
- 38:28definitely don't have this nailed.
- 38:31The way that we do this most of the time
- 38:32is we just publish our stuff open
- 38:34source. And so everyone can kind of keep
- 38:36keep track of it. But like how do you
- 38:37share prompts and workflows and skills
- 38:40amongst your company
- 38:42in a way that's like consistent and not
- 38:44like getting in the way. And I know like
- 38:46if you're on the Anthropic team plan,
- 38:48you can share skills and stuff like
- 38:49that. But not everybody is in that boat.
- 38:50So like have a way to do this
- 38:52however you achieve it, I think is
- 38:53important.
- 38:55Talking about token maxing,
- 38:57evidently at Meta, they have like a
- 38:59whole leaderboard around this, right?
- 39:01Like how can I spend the most tokens
- 39:04possible?
- 39:05Um
- 39:07This is where like again, y'all y'all
- 39:09roast me for being so like into this
- 39:11stuff. This is directionally right, I
- 39:14think. Like yeah, do you want to like
- 39:16use the most tokens possible? Like maybe
- 39:18that's not exactly like proper, but do
- 39:21you want this culture of like
- 39:23I did this thing with AI and it's
- 39:25awesome and I want to show you all about
- 39:27it. Like that's definitely right to me.
- 39:29Um
- 39:31Jensen Huang, founder of or CEO of
- 39:33Nvidia,
- 39:34we definitely don't have $500,000 a year
- 39:37>> [laughter]
- 39:38>> developers. But I think the the gist
- 39:40here is right, right? If your developers
- 39:43aren't maxing out their plans and asking
- 39:45for more, you got a problem. And I would
- 39:47take this step further, not just
- 39:49developers, but like if you have a sales
- 39:51person or a marketing person or an ops
- 39:53person and you haven't given them Claude
- 39:55code yet and they're not banging down
- 39:57your door,
- 40:00I I would fire them, like literally
- 40:02today. Cuz it's like where what are you
- 40:04doing? Like if you're working for a SaaS
- 40:06company
- 40:07>> [snorts]
- 40:07>> and you're kind of plugged into even if
- 40:08it's LinkedIn and you don't know about
- 40:10this stuff and you haven't tried, you
- 40:12know, Claude code worker or whatever and
- 40:14they're not asking you for more access
- 40:16to tools like this,
- 40:18that's a personal problem. And to me,
- 40:20that's like
- 40:21an irrecoverable personal problem.
- 40:23That's a person that just doesn't care.
- 40:26To to me.
- 40:32Um
- 40:33I think a talk on AI would be incomplete
- 40:35without talk of Open Claw. Anybody using
- 40:39Open Claw in their business?
- 40:42Not a lot of hands. Yeah, cool.
- 40:44I want to talk to y'all afterwards. Um
- 40:48Open Claw, everybody know what Open Claw
- 40:49is?
- 40:50Yeah, cool. Um so, I I think the thing
- 40:53that Open Claw and now Hermes, which is
- 40:55kind of my
- 40:56uh tool of choice here,
- 40:58did is take us for
- 41:00take us from I'm at my computer doing a
- 41:02thing and I have AI that's really cool,
- 41:04uh Claude Code or Codex, right? To this
- 41:07thing is always on, it's proactive, it
- 41:10can work on a schedule, it does things
- 41:12with inputs that are not me.
- 41:14So, Peter Steinberger, right, sold Open
- 41:17Claw to Sam Altman and Open AI for a
- 41:21billion dollars probably, right? Like
- 41:22pretty cool, first billion-dollar
- 41:23company, a single-person billion-dollar
- 41:25company probably.
- 41:26Uh
- 41:28not an amazing uh sort of an amazing
- 41:29product, but much more of an amazing
- 41:31mindset shift, I think, for all of us,
- 41:34right? Like Claude Code, still my daily
- 41:36driver and the place I derive most value
- 41:38when it comes to AI.
- 41:40Uh but, if you fast forward
- 41:433 months now, you see Anthropic adding
- 41:47little bits of what Open Claw is to
- 41:49their suite of products.
- 41:52Right? Remote control, dispatch, right?
- 41:55All these kinds of things. Uh and sure
- 41:57enough, like the final form that I think
- 41:59this will take is the Codex app or the
- 42:03Claude app doing things that Open Claw
- 42:05did.
- 42:10So, [snorts]
- 42:12again,
- 42:14uh Jensen saying every company needs an
- 42:16open claw strategy or an agentic
- 42:18strategy.
- 42:21Does everybody feel like they have a
- 42:22strategy around this? Like
- 42:24for customers or for your team to be
- 42:27empowered with agents?
- 42:31Sweet. Awesome. One. I I don't. Two.
- 42:34Cool. Awesome.
- 42:36Yeah?
- 42:37Awesome. Awesome. I like uh
- 42:41We're getting there. We're getting
- 42:42there. Um I want to share something that
- 42:44that like I do, but this is one place
- 42:47like we've not rolled this out to our
- 42:48team. But if you think about like
- 42:50amplification of someone's skills, like
- 42:52surely figuring this out for your team
- 42:54members,
- 42:56not just your customers, is the next
- 42:58like huge leverage point. Um so, the
- 43:01place where I'm I'm kind of doing this
- 43:02right now is for myself. So, I call this
- 43:04my chief of staff. I hope the QR code
- 43:06works. If not, let me know. Uh
- 43:09but this is a chief of staff
- 43:12set of skills and set up for Hermes. So,
- 43:14Hermes was like the previous slide,
- 43:16uh
- 43:17is a thing like open claw, but it
- 43:19doesn't suck to me, right? It doesn't
- 43:21break. It's way more secure. It's run by
- 43:24uh
- 43:24a research lab. So, they're like kind
- 43:26of, you know, not just vibe code Well,
- 43:28they're probably vibe coding, but like
- 43:30they're doing it better. Uh the thing I
- 43:31like about Hermes better than open claw
- 43:33is the memory. It's amazing. It it it
- 43:36learns by itself and has kind of
- 43:38self-improving memory over time. It's
- 43:41awesome. Uh so, my chief of staff here
- 43:43is like what a chief of staff should do,
- 43:45right? It clears my calendar. It checks
- 43:48and kind of categorizes my inbox.
- 43:51Uh and like then you build on top of it.
- 43:52And so, that's kind of the goal of this
- 43:54repo is like, "Hey,
- 43:56this is a starting point. Get you two
- 43:58steps down the road and then build as
- 44:00you will from here."
- 44:04Is this like resonant Oh man, I got a
- 44:05minute left. Sorry, we're going over. Um
- 44:08Does this like Does this seem like
- 44:10anyone's company today?
- 44:13This is my company like a lot of ways
- 44:14this is my company. Like you got you got
- 44:16amplitude over here. You got search
- 44:18console over here. You got analytics in
- 44:20this place and that place and none of
- 44:21them talk to each other. And I think
- 44:22that like if you're going to take one
- 44:24thing away from this
- 44:26it should be this concept. So like this
- 44:29is
- 44:30life today because this is kind of like
- 44:31as good as we could do, right? We have
- 44:33all these disparate tools in a bunch of
- 44:34different places
- 44:36and like they don't talk.
- 44:38And that's challenging. But that's like
- 44:40gosh, we're so fortunate to have all
- 44:43these amazing tools, many of which are
- 44:45free, right? Or cheap.
- 44:47But like
- 44:49this is the vision.
- 44:51This is like where you want your company
- 44:53to go to be AI powered. I think where
- 44:56you want your company and your product
- 44:58to go to be AI powered where you have
- 45:00all of the inputs, right? All of the
- 45:03data about your customer and where they
- 45:04come from and what they're doing in your
- 45:06product and how they're interacting with
- 45:08it and getting value
- 45:10and then you do AI stuff with that
- 45:13information and you deliver a better
- 45:16value to your customer on the other
- 45:17side.
- 45:19And honestly, that's
- 45:22where we are in our company is we're
- 45:24ripping out kind of everything about how
- 45:27data flows and how we relate that data
- 45:29and value to our customers
- 45:31and putting it in a place where we can
- 45:34AI-ify
- 45:36everything that we do for our customers.
- 45:39Because you think about like here's a
- 45:41really specific example. It's just like
- 45:42your website, right? So your website's
- 45:44in
- 45:45WordPress, right? And you're like,
- 45:47"Gosh, I'm going to write a blog post
- 45:48over here in Cloud Code and I'm going to
- 45:50copy and paste it into WordPress and
- 45:51then I'm going to go to Google Analytics
- 45:53and see how that did and then I got to
- 45:54look at search console and then I got to
- 45:56look at like Stripe to see like how many
- 45:58people converted and stuff and like
- 46:00if you can do all that and like make
- 46:02sense of it, that's amazing. But what if
- 46:04like
- 46:05all of that was in one Claude Code
- 46:08project and you just be like, "Hey, tell
- 46:09me about my customer acquisition from
- 46:11the last 30 days and how we can improve
- 46:13it."
- 46:16And it would do a really good job, I
- 46:17think. Like you might need to write it
- 46:19to SQL Lite or something like that.
- 46:21But this is where again like that
- 46:23product customer feedback loop allows
- 46:25for rapid uh iteration and testing and
- 46:30better measurement, I think, for
- 46:32everything that you do in your company.
- 46:33And so something like this probably
- 46:35needs to be where most of us are going
- 46:38to interact with
- 46:40the things that we create for our
- 46:42customers in a better way.
- 46:46Okay, so um
- 46:49this is where the talk gets better. Uh
- 46:51I'm actually really really really really
- 46:54bullish on the future. Uh there's an
- 46:56asterisk to that, but I'm really bullish
- 46:59on this. Um
- 47:00I think that open claw
- 47:04uh this is uh is it hyperbolic? Changed
- 47:06the world. It it changed how we think
- 47:08about what AI can be from a I sit at my
- 47:11computer and chat GPT and like ping-pong
- 47:13mentally back and forth to like
- 47:16it it this doesn't happen, right? It's
- 47:17like Napster, right? Like Napster was
- 47:19not the final version of what music
- 47:22sharing is,
- 47:23uh but it changed how we think about it.
- 47:25And I think open claw is the same,
- 47:26right? I think
- 47:28agents doing work and providing value
- 47:30for us to our customers is absolutely
- 47:32happening and will continue to happen
- 47:34and I'm super bullish about it. And this
- 47:36is the thing that tipped the scales and
- 47:38started us going in that direction.
- 47:42Uh
- 47:43I think agent to agent
- 47:45commerce
- 47:47absolutely is happening and will
- 47:48continue to happen in the future.
- 47:50Uh and
- 47:52you should probably be one side of this
- 47:54conversation, right? Uh
- 47:57is SaaS dead?
- 48:01Kind of.
- 48:04Kind of. I think even Rob kind of
- 48:05alluded to this, right? Like and your
- 48:07Q&A's like gosh, like I'm I'm not like
- 48:10this isn't really SaaS. It's like a an
- 48:12API tool. Like some some SaaS's are kind
- 48:14of just API tools, but like
- 48:16is the value we're going to deliver to
- 48:18our customers just agentic and just
- 48:21programmatic in the future and there's
- 48:22no interface? Like yeah, I think so in
- 48:26some circumstances. And so if you're not
- 48:28thinking like how can I be the guy on
- 48:30the left here to where other agents like
- 48:32open claw and whatever is going to come
- 48:34in the future uh like I that's where I
- 48:37worry about myself and and like you
- 48:39might should too um because I think that
- 48:41like
- 48:42the way we deliver value through
- 48:44software
- 48:46will be through agents.
- 48:48Or whatever form agents take in the
- 48:50future, but it's probably not an
- 48:51interface where people go to a website
- 48:53and type things into a form.
- 48:56Um
- 48:57vertical
- 48:59way over horizontal. That's pretty easy.
- 49:01I think the reason here is this is just
- 49:03so much more defensible, right? You have
- 49:05subject matter expertise in a way that
- 49:08makes it harder for other people to
- 49:11replicate the value that you deliver.
- 49:15Uh open weight models, open source
- 49:18models. Anyone running open weight
- 49:19models, open source models? Cool.
- 49:22Awesome.
- 49:23Um
- 49:24this has gotten a lot better like in the
- 49:26last
- 49:28what? 3 weeks, right? Quinn 3.5 and 3.6,
- 49:32Gemma 4. Uh they're really good. Like I
- 49:35would say gent like y'all again roast me
- 49:37afterwards. Gemma 4 is like Haiku right
- 49:40now.
- 49:42Really good. If you're just like, "Hey,
- 49:44I'm going on vacation to to Italy this
- 49:47summer, give me a 5-day itinerary."
- 49:50Way plenty good. Uh 90% of the things
- 49:5390% of people do, you can do with open
- 49:56weight models today. And so, as y'all
- 49:58are thinking about like, I'm going to
- 50:00AI-ify my company, but gosh, like every
- 50:02time I introduce AI to my product, like
- 50:05my costs and my COGS increase. Well, not
- 50:08necessarily, right? Get you some GPU or
- 50:11run this on a a server somewhere.
- 50:13Zero cost, 100% data privacy.
- 50:16Right? If you have
- 50:17Harris talk, you know, people saying
- 50:19like, "I don't want my data going
- 50:20anywhere." Cool, like local finally is
- 50:24an option here in things like Turbo
- 50:25Quant from Google, which like compresses
- 50:28the memory needed by some of these
- 50:29models by six times,
- 50:31uh really kind of opens the playing
- 50:32field for this to be
- 50:34uh possible.
- 50:38I'm getting a robot. I don't know about
- 50:40y'all. Like, [laughter] I'm about a year
- 50:42away from doing the dishes and laundry
- 50:44and like mowing the grass.
- 50:46Uh
- 50:46this is what I tell my kids, right? This
- 50:48is what I tell my kids.
- 50:50Uh they both are very kind of like
- 50:52I know I'm over time. I'm sorry. I'm
- 50:54almost done. Uh robotics is 100% where
- 50:57the puck is going, right? AI is going to
- 50:59leave the computer and going into things
- 51:01that we do, and this is where I get
- 51:03super excited uh about like the future.
- 51:05And so,
- 51:06if we want to take a step back and like
- 51:08get some perspective here,
- 51:10uh I think like it's not
- 51:13as negative as maybe I made it out to
- 51:16be, but I don't hear any wallets like
- 51:18gut checking us. So, I want to really
- 51:19like give us some perspective here.
- 51:22Um I absolutely think the future will be
- 51:26amazing, right? It's going to be like
- 51:28Wakanda, right? Like everything is going
- 51:30to be
- 51:32free, basically. We're going to have
- 51:36food and medicine and resources and
- 51:38infrastructure in ways that like we
- 51:40can't imagine today, right? Cuz imagine
- 51:42like
- 51:43there's been a one-person billion-dollar
- 51:45company probably already. Like that was
- 51:47unthinkable six months ago. And so with
- 51:49the pace of change that all of this is
- 51:51happening, 100% like we are all going to
- 51:54be better off
- 51:55in a few years. There's no doubt in my
- 51:58mind. And and it's those few years that
- 52:00are the challenge, right? It's these
- 52:02next couple of years where we're going
- 52:04to get through the transition of like
- 52:07the conventional economy to like where
- 52:10things are going and the the panacea, I
- 52:13think that we're all going to be in. And
- 52:15so we have to survive, right? And I got
- 52:17to talk about like project glass wing
- 52:19because like I think this is
- 52:22where this could all fall apart for us,
- 52:24right? Is like we all run software
- 52:26companies and things like the Mythos
- 52:28model that, you know, supposedly are
- 52:31going to like
- 52:33you know, find all these exploits in our
- 52:35software could could be like very bad
- 52:38for us as software companies. Uh and so
- 52:41I think that like we have to stay aware
- 52:44of like the negative potential when it
- 52:47comes to bad actors using AI to do
- 52:49really bad things uh
- 52:51with our companies.
- 52:54And so like uh I'll wrap it up here. Uh
- 52:56so
- 52:57MicroConf founders have kind of three
- 53:00things that we should be doing. One,
- 53:01move really fast, right? Shipping it
- 53:03testing all the time.
- 53:05Uh two, like stay in your lane and niche
- 53:07down as much as you can, I think.
- 53:10And then like leverage the human-ness
- 53:13and relationships that you have and can
- 53:15have as founders, right? Getting on
- 53:17calls as the founder with your customers
- 53:19is something that no one else can do.
- 53:22And so if y'all are like this is cool, I
- 53:24want to like keep having this
- 53:25conversation. I'm doing a three-day,
- 53:28call it a challenge, like where I talk
- 53:30in more depth about what I'm doing at my
- 53:32company to get us ready for the next few
- 53:35years. It's free. I have absolutely
- 53:37nothing to sell you. Uh but you can sign
- 53:39up. We're going to do it on Zoom over
- 53:40your three days next week. It'd be cool
- 53:42to have you all there. I can share a
- 53:43little bit more about what I'm doing and
- 53:44give us kind of frameworks for how you
- 53:45can set your company and yourselves up
- 53:47to win over the next couple of years.
- 53:51>> [applause]
- 53:54>> I've been running MicroConf for more
- 53:55than a decade, and the thing I hear from
- 53:57attendees more than anything else is I
- 53:59wish I'd come sooner. Not because of any
- 54:01single talk or tactic, but because they
- 54:03finally found their people. Founders who
- 54:06get it. Founders who are building the
- 54:08same way they are. At our events, it's
- 54:10not just about the talks. In Portland,
- 54:12we organized waterfall hikes, food
- 54:14tours, happy hours, real time with other
- 54:17founders outside the sessions. And those
- 54:19relationships don't end when the event
- 54:21does. They turn into the people you text
- 54:23when something breaks or when something
- 54:25finally works. If you've been thinking
- 54:27about coming, I hope you'll join us in
- 54:28Iceland and Austin. Get your tickets at
- 54:30microconf.com/events.
- 54:33If you got something out of that talk,
- 54:35make sure you hit subscribe. We're
- 54:36putting out more of these every week.
- 54:39And that wasn't the only great talk from
- 54:40Portland. Go watch this one next.
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