We’ll be here for the next few hours

If you are in SF right now, come hang out with the Granola team. We’re hosting drinks at at Peacekeeper. Come! maps.app.goo.gl/7eWiBdfJS3R6…

We're opening a SF office @meetgranola! SF is where a huge share of our customers and the AI ecosystem are, and we want to be right in the middle of that. To start, we're hiring for AEs! I'm in SF this week with the team so if you know someone great, would love to meet them!

I’ve designed software, backed startups and helped founders. Now I’m writing fiction. This piece is from a collection of fables I began this year. How we do one thing is how we do everything. For people with 11 quiet minutes. Enjoy. docs.soleio.com/keeper

My attempt at unseating Coach Me Matt in the pantheon of soul-opening @meetgranola recipes recipes.granola.ai/r/1c73b3d…

Great conversations come from great questions. So what if you could look back on the questions you *could have* asked? Now, you can. Thanks to @soleio's /Look Again recipe! recipes.granola.ai/r/1c73b3d…

I had trouble coming up with a @meetgranola recipe when the team offered to publish one So I asked Granola the app: “What do I ask founders most often?” And it replied: “What questions am I not asking that you’re surprised I’m not asking?” Here’s the result:

🥲

Nearly every VC I know now uses @meetgranola for founder meetings now. Here's the meeting template, often pushed directly to CRM. Might as well optimise for it... ✍️

WE'RE VISITING SAN FRANCISCO! We're coming to meet your teams, in your spaces. And we've got some things we've been working on to show you 👀 We've got a few spots left – if you'd like us to visit you, drop us a comment or DM. We can't wait to meet you!

Apps over mocks over docs

PMF

And we're back!

AWS outage is actually a @meetgranola psyop for us to realize how much we desperately rely on it

sorry in advance if i don't remember anything you said today.

Granola's been hit by the AWS outage. I've gotten a lot of messages like the ones below. We're working on making Granola function when you're 100% offline so it'll still work when the rest of the internet goes down. Thanks for your patience 🙏🏼

The State of AI in SaaS: SaaS is Dead, Long Live SaaS This started as an analysis of Andrej Karpathy's excellent overview of AI's capabilities. Those who deeply understand this will make all the returns and everyone else will lose a lot of money. "Ghosts" is a brilliant metaphor for what we've created. They're not animals, and they're definitely not human. They are imperfect replicas of us. Karpathy describes them as a "statistical distillation of humanity's documents". AI channels that distribution more effectively than any human and can beat us at Go, schoolwork, analyzing medical images, and many well defined tasks. At the same time, it lacks the reward systems that humans use to improve including curiosity, empowerment, play, intrinsic motivation, and culture. As a result, AI's capabilities are limited. If you watch how the best work gets done with AI, it happens in chunks where a human supervises the output and gives iterative feedback to the AI. Large scale autonomous agents are brittle and fail quickly. Watch anyone vibe code an application with any level of novel complexity. AI also faces integration barriers into existing organizations. AI is not capable of pulling a lot of the levers you need to be effective like coordinating with multiple stakeholders, building trust, authenticity, and interacting with different modalities across time and space. You could argue that the average human doesn't either, but people know when they're interacting with an AI and don't allow it the same agency as they do to people. The most successful AI B2B companies actually need more humans to integrate what they've built (forward deployed engineers) than traditional B2B SaaS. What's next? Those who understand AI and its limitations will transform the industry. Incumbents will be killed by those who know how to leverage AI. I've seen countless homepages talk about being the "AI platform for AI agents" but can't even string a demo together. Meanwhile they're trying to pitch a future where fully autonomous entities collaborate in parallel to write all the code and humans are useless. They will be the first to be replaced when they get surpassed by AI native companies. The investors blindly throwing money into companies at 100x multiples are going to lose their money. I spoke with one of the most disciplined investors I know last week. They said they felt they had to play the game on the field even though they knew it didn't make sense. And this was from someone who is closer to the technology than 95% of investors. On the other hand, companies who deeply understand AI will win everything. Cursor, Glean, Decagon, Sierra, Linear, Lovable, Replit, Bolt, and many AI natives are off to a great start. While 90% of incumbents haven't adapted, it is possible. Figma, Notion, Vercel, Box, and Intercom have done a great job of tearing down what they have and rebuilding AI native products. They have teams who are close to the current capabilities of the models. They also understand their problem domain and as new capabilities come out know what capabilities will map well to what problems in what way. They are able to deliver on AI's promise to their customers. Whereas the majority of existing companies will die. In analytics, the door is wide open. In spite of many of our competitors filling up their homepages with the text "AI", I haven't seen a single compelling demo. We're still working like it's 2015. This will change. We have spent the last year at Amplitude rebuilding our team to be AI native. We've learned about what models are capable of, how to write prompts, and how to leverage evals for building great products. We've worked with our customers to see what gets used in practice and what doesn't. We are building a vision for the future of analytics. We are all in on AI at Amplitude. Stay tuned for what's next. We're going to be fast and furious with AI products at Amplitude.

it took just about 15 mins for my notes to be restored this team is fast and brilliant thanks @meetgranola!!!

It’s so cool to chat with the people who made the tools you use every day