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ethan ding 📊
Я вважаю, що люди, які не вміють налаштовувати реляційну базу даних, не повинні мати власної думки щодо систем запису
23 груд. 2025 р.
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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Це дуже очевидно з твітів, хто раніше займався корпоративними продажами і хто нічого не знає про корпоративні продажі
11 лист. 2025 р.
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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