Sales Org Economics And Instrumentation As Recurring Bottlenecks
Chad Peets asserts that quota setting should be based on observed productivity, set above expected average (e.g., expected plus ~20%), and should err toward being too low rather than too high to avoid losing top talent.
Chad Peets expects that the boundary between pre-sales engineers and forward-deployed engineers will shift significantly, and says some companies are considering eliminating pre-sales engineers entirely.
Chad Peets asserts that LLM tooling enables sales reps to run their own demos in cases that previously required pre-sales engineers.
Messaging-App Control Plane For Local Coding Agents
Takopi bridges local coding agents to Telegram so users can run agent tasks in repositories via chat and receive streamed progress and completion notifications.
Takopi offers three workflows—assistant, workspace, and handoff—selected during setup and changeable later via config or re-onboarding.
Takopi is installed via uv and stores configuration at ~/.takopi/takopi.toml, and onboarding can be rerun using takopi --onboard.
Scaling Constraints And Org Architecture For Large Vc Firms
Ben Horowitz asserts that large investing teams (around 20 people) undermine venture decision quality because truth-seeking conversation becomes impractical at that size.
Ben Horowitz argues that traditional venture capital is often a disappointing product for entrepreneurs.
Ben Horowitz says a16z is building a new marketing system under Eric Thornburg because direct-media dynamics require a different operating model than traditional press-era strategies.
Growth Reacceleration And Breadth Rotation
ISM services rebounded strongly above 54 and the employment sub-index is improving toward expansion even as lagging labor indicators like JOLTS still look weak.
Recent U.S. headlines include a proposed additional $500B in defense spending next year, talk of buying Greenland with cash, and an Atlanta Fed GDPNow print around 5.4%.
The metals-and-mining ETF (XME) versus QQQ relative trade may have multi-year upside runway despite recent strength when viewed on longer timeframes.
Us Stablecoin Regulation Vs Market-Structure Uncertainty
Information flow on the Clarity Act is described as inconsistent, with multiple conflicting accounts circulating in the same week.
Fed Governor Waller issued a request for comment on 'skinny master accounts' that could enable tech and stablecoin companies to interact with Fed payment rails.
Walmart currently relies on third-party providers for financial features, including Zero Hash under OnePay for crypto, and aims to deepen direct monetization and reduce reliance on intermediaries.
Amm Microstructure And Orderflow Acquisition
Slipstream v3 includes a verification stack intended to integrate with Coinbase- or World-style verifications and KYC to support institution-friendly pool configurations over time.
The protocol is described as designed to avoid decreasing LP rewards because LPs will rapidly migrate to better incentives, and external research from Gauntlet is cited as warning that cutting LP rewards can create a reverse flywheel.
Arrow is considering charging an additional fee for cross-chain aggregation in meta swaps, with proceeds intended to be redirected back to the token and liquidity incentives.
Inference Economics Token Efficiency And Architecture Tradeoffs
Artificial Analysis identifies an emerging quality dimension: whether a model uses more tokens only when needed such that token usage correlates with query difficulty, and it has internally tracked improvement on this dimension over the course of the year.
Artificial Analysis launched an Omniscience Index that measures embedded factual knowledge and hallucination propensity by rewarding 'I don’t know' over wrong answers and scoring on a minus-100 to plus-100 scale.
Artificial Analysis states that no one pays to be listed on its public website and that independence is a core requirement for its benchmarking value.