CEO & Co-Founder @ https://teapawt.org/t.co/l8KXvVc4Ni & https://teapawt.org/t.co/7tT1QzovZ2 👨🏻💻 Building businesses every day 💰 bootstrapped, profitable, having fun 🌍🇨🇭🇬🇧
Zurich, Switzerland
Joined October 2010
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Disillusioned elite university students from ETH in Zurich. Really?
Totally understand that the job market is changing fundamentally as they are entering it, but what's not changing is that you need drive and agency in your daily actions and work to be the master of your own destiny rather than hope that some magical change of "the system" will make life easy for you. That's never been the case and I don't think it will. No matter who you vote for.
As a counter. Just look at all the ETH organizations in the start-up community, anything from AI to roboticsis absolutely flourishing and full of hungry people working hard and building the future.
They study the exact same thing and have the exact same starting point as these people graduating @ETH_en. Just goes to say that it's not about the market overall, but about you and your ability to handle change, react to it and become resilient.
Kind of sad to see that there are students at the best university on the continent in one of the best and richest country in the world complaining about not having a bright future ahead of them.
via @NZZaS
Semir Jahic retweeted
SpaceX will attempt to catch both the Super Heavy booster and Starship on the upcoming flight.
If both are successful, it will mark the first time that all parts of an orbital rocket return to Earth intact.
This is the critical breakthrough needed to make life multiplanetary.
More than a dozen flight tests and years of development, with countless hours worked by SpaceX engineers and technicians, all come down to this: the first orbital Starship launch carrying advanced Starlink satellites bound for space.
Watch “Go For Orbit” and experience the moments behind flying the most ambitious Starship mission yet
This was a long time coming for all those AI search visibility tools.
Well this is pretty big news: OpenAI is building an analytics tool to see how businesses appear and get cited in ChatGPT.
Is this the first iteration of a ChatGPT Search Console? 👀👀👀
Will be following this closely!
H/t @HannsKronenberg for flagging
lnkd.in/p/gnFiTnJA
No pain. No gain. Every rejection hurts but you don't ask, you don't get.
As a founder I focus on selling every day. And I get a lot of rejections.
Most people just aren't interested, or at least not right now. And that's ok.
It took me a few years to accept that. Because every NO hurts.
But today I play the long game and I know, I don't need to win every time.
We just need to get enough at-bats (as I learned from my American friends) to stay alive, profitable and happy while we're building.
So, this afternoon I got this 1 positive reply and it made my day.
Happy Friday!
An excellent thread on Salesforce's recent acquisitions $CRM
Semir Jahic retweeted
I actually feel bad for Elon, even though I deeply disagree with him on some things.
Imagine trying to build a car company in California in the mid-2000s, when American manufacturing is being completely offshored and almost all of Wall Street thinks you’re a joke and is rooting for your failure, while the entire oil and gas industry is using all their power and leverage to make you fail.
But against all odds, you actually pull it off. You build cars that make electric vehicles desirable to millions of people, create an enormous number of quality American jobs, and force the global car industry to play catch up and move away from oil and gas.
You would think California would be proud of you and the team. Instead you find yourself having to fight a completely corrupt and incompetent left government impeding all your efforts while you sleep at the factory night after night to avoid collapse. At some point, you would go to the right too.
And because of your politics, it becomes a justification for people to celebrate your companies failing in their personal ideological fight with you. Even threats against you become something people explain away and use mental gymnastics to justify.
Meanwhile, people like Scott Galloway and Bernie Sanders who have made absolutely nobody better off other than themselves get to lecture you about your value to society and even call for your murder without grounds from their vacation home while you're on 20 hour benders in your factories trying to get things built for all of society. If this were me I would lose my mind.
Criticize his opinions. I do sometimes, especially on Ukraine. But the pleasure people take in wanting to destroy everything he’s built is hideous and frankly suicidal for the masses, especially coming from people who insist they care about workers, the climate, and civilization as a whole.
As you try to make good things for society you are confronted with a world that worships people who care only about the perception of being good people, while they actually fight against your tangible efforts of making improvements for humanity.
I don't think almost anyone would have made it out of that and if they did, they would probably not come away feeling so warm towards the left either. So I am rooting for Elon to succeed, and for humanity.
Red red red.
🚨 BIGGEST SINGLE-DAY WIPEOUT IN US STOCK MARKET HISTORY
$2.8 Trillion has been wiped out from the US stock market today so far, the largest one in history.
Previously, the largest single-day wipeout was of $2.69 Trillion during the Covid crash.
Readers added context they thought people might want to know
The US stock market has lost over $2 trillion today. For comparison, roughly $3.5 trillion was erased on March 16, 2020. finance.yahoo.com/markets/live/s… marketwatch.com/livecoverage/s…
So glad he didn't stop.
it’s actually insane to think how when elon was 31 he made $180 million from the sale of PayPal and he could have just bought a private island and spent the rest of his life in peace, without having to work another day
instead he sacrificed basically everything trying to build the future. failed multiple times, almost went completely broke, but he kept going, spending the last 20 years building reusable rockets, electric cars, global satellite internet, AI, brain interfaces. basically the whole infrastructure for the future of civilization
just to end up in a world where people are publicly calling for his execution, and getting applauded for it
you don’t even have to like him to realize how completely fucking backwards the world has become
Ex-Salesforce SE here.
Fin, Braze, now Cresta. ~$12BN in five months, all on how companies talk to their customers.
The Ohana is going all in on voice.
Semir Jahic retweeted
Sequoia Capital just hosted AI Ascent and gathered 150 of the top AI minds like Demis Hassabis, Andrej Karpathy, Greg Brockman, Boris Cherny of Anthropic 🤯
And Sequoia just gave one of the clearest frameworks for where AI is going.
The core idea:
- AI is not just another software wave.
- Cloud expanded the software market.
- AI expands the services market.
That means the next giant AI companies may not sell tools, dashboards, or copilots.
They may sell the work itself.
The full breakdown:
1/12. AI is the biggest platform shift yet
Cloud took software from roughly $350B to $650B.
AI opens something much larger:
A $10T+ services market that machines can now start to address.
2/12. This wave is moving faster than cloud or mobile
Every technology wave creates billion-dollar companies.
But AI companies are reaching massive scale much faster.
What took decades in cloud may take years in AI.
3/12. This is a computation revolution, not just a communication revolution
The internet changed how information was distributed.
AI changes how information is processed.
That is a much deeper shift.
4/12. We are moving from faster horses to cars
The first AI apps made workers 10–40% more productive.
Useful, but not transformational.
The next generation creates 10–40x improvements.
5/12. Sequoia’s practical definition of AGI is simple
Forget the philosophical debate.
If a system can be dispatched to do a job, recover from failure, and keep going until the task is complete…
For business purposes, that is what matters.
6/12. The race is now for the services economy
Software companies used to sell systems of record.
AI companies can now sell outcomes.
Not “here is software to help your lawyer.”
7/12. The best moat is not the model
In AI, the underlying technology changes too fast.
Today’s breakthrough becomes tomorrow’s baseline.
So the moat is not just technical capability.
The moat is customer intimacy.
8/12. Founders should wrap around customers, not model releases
Most technical founders want to chase the latest model.
But the model layer keeps shifting.
9/12. Affordance matters more than people think
Raw model power is not enough.
A terminal, API, or blank chat box may be powerful, but most users don’t know what to do with it.
10/12. The diffusion gap is the opportunity
Frontier models improve every week.
Enterprises absorb change over months or years.
That gap is massive.
11/12. 2026 is the year of agents
2022–2024 was chat.
2024–2025 was reasoning.
2026 is agents.
12/12. Services is the new software
AI is moving from helping humans do cognitive work…
to replacing entire categories of cognitive work.
Actual work, done end-to-end.
Full breakdown here: Sequoia AI Ascent 2026: The future of AI
theaiopportunities.com/p/seq…
I think it's just wild oscillation. Would be nice if the political landscape just didn't swing so hard. It's more like a wrecking ball than a pendulum.
Salesforce in 2026:
June: Fin (Intercom), $3.6BN.
October: Braze, $5.7BN.
This week: Cresta, voice AI agents, a reported $2.7BN.
That's ~$12BN in five months, all on how companies talk to their customers.
And that's only the buyer side. The startups are raising like never before:
Sierra: $950M in May, valued at over $15BN.
Decagon: $250M in January, valued at $4.5BN.
I was a Solution Engineer at Salesforce. The playbook hasn't changed: when a category works, buy the leader and bolt it onto the platform.
WHAT IT MEANS
--> Talking to customers is where the AI money is going. Acquirers and investors agree.
--> Voice is the next channel to go AI. Cresta's agents already handle calls for Marriott, Comcast and Alaska Airlines.
--> Enterprises will get it from Salesforce, Sierra or Decagon, at enterprise speed and enterprise prices.
--> But every company has customers calling. Not just the Fortune 500.
That last part is why I'm excited. My co-founder and I build AI phone agents for Swiss SMEs at rednea.ai . A Swiss SME doesn't need a $2.7BN acquisition. It needs its phone answered, in Swiss German, today.
MY POV: AI that talks to your customers, especially on the phone, will matter from the enterprise all the way down to the SMB. The big money is fighting over the top. The rest of the market is where small teams - like us 2 bootstrappers - win.
