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Jag tycker att personer som inte vet hur man sätter upp en relationsdatabas inte borde ha åsikter om system of record
23 dec. 2025
Every other week the same debate comes back: agents kill everything vs systems of record survive. It's a fun debate. It's also the wrong one.
The better question: do entirely new systems of record emerge? Systems of record for decisions, not just objects. And do those become the next trillion-dollar platforms?
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Det är supertydligt från tweets vem som har gjort företagsförsäljning tidigare och vem som inte vet något om företagsförsäljning
11 nov. 2025
Hypothetical:
1. Anthropic ships a sub 200ms latency voice model with native tool calling
2. the entire category of customer support / voice agents for "x" collapses (decagon, cresta, eleven, vapi, giga).
3. Zendesk / Intercom/ Salesforce do basic integrations.
Ledgers like Oracle, Salesforce, ServiceNow etc will probably be fine and integrate or acquire the top.
LPs are unsophisticated - institutional money is desperate for AI exposure. Founders have been cashing out on secondaries for Series A/Bs bc they're aware
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