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David Cummings on Startups

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With all the talk of AI agents and vibe coding new software, one issue that keeps coming up is the system of record.

Historically, the system of record was the main software-as-a-service application a company used. Think Salesforce.com or HubSpot in CRM, Workday and Rippling in HR, and Pardot and Marketo in marketing automation.

As part of the SaaSpocalyps...


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Recently, I’ve been using the new Grok Bot product from SpaceX AI via the Cursor team. The big idea for Grok Bot is that it’s a dedicated computer in the cloud that can do actual work by way of chatting with it. Of course, it has all of the power of AI and large language models, so the possibilities ar...


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Continuing with last week’s post on doing a voice dump into AI tools, another theme I’m bullish on is using voice in general.

One of the most popular products changing the way people work through voice is called


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A few months ago, I read a post arguing that one of the best ways to interact with AI chatbots like ChatGPT, Claude, and Grok is to do a complete stream-of-consciousness dump of everything in your brain. Good, bad, ugly, directly related, loosely related, just get it all out there.

And do it by voice.

Just start talking.


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With each passing day, it becomes clearer that AI is making the intelligence side of startups and entrepreneurship more accessible, distributed, and abundant. As that happens, the real differentiators for success will increasingly come down to two things: agency and social skills.

The more computers can do what we previously thought of as thinking and intelligence, ...


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