$100k client wants to try Sol in their org - that wasn’t even the best part. Watch Sol find the work itself, fill out a form in the browser, and stop for my approval before anything goes out. I didn’t prompt it. I didn’t set up agents. Sol found it & got started on its own :) Rolling out early access at hellosol.app ✌️

It’s really early. Plenty to improve, but some parts are great already :) Our early users are helping shape it the right way. 💛 you guys for that!

Ellis has a truly special way of bringing out & articulating your own truth. Had a such great time collaborating on this @hamburger 🙌

Early, patient and always there to help. Fab folks at Nexus! @b_jishnu @ritukmittal @nexusvp

well..that's one heck of a way to raise the bar @bot

The gap b/w “technically possible” and “people will build it themselves” - is surprisingly underestimated. People desire the end outcome and pay for the means. We can build desks/beds/what not but we don’t, we buy them. Even if you want to build it, Economies of scale makes it cheaper, Craftsmanship makes it desirable. There will always be a market for the outcome.

Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok. These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet. Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule. Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there. Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash). Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027. Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.

Great products are not so much invented as discovered.

Kunal’s hunger for insights is unparalleled, he’s about to compound at an unprecedented rate in his new role. CRED is in great hands with Miten leading. Exciting times for @WhatsApp and @CRED_club

Incredible ambition paired with meticulous clarity of execution - truly rare

AI Thinks. Workflow Acts. Bill McDermott, Chairman and CEO, ServiceNow, interviewed by @saranormous (No Priors) I post one executive summary daily of an interview I enjoyed and learnt from. I loved this interview that Sarah Guo did with Bill McDermott, ServiceNow CEO. Opinionated insights for founders and operators. Summary: McDermott takes the "SaaS apocalypse" story apart with arithmetic. Language models suggest answers in milliseconds. They do not close cases, carry company context, or pick up the phone when something breaks. The companies that win the next five years sit at the join between AI thinking and workflow action, and they own the data the agents need. McDermott's leadership read: when the water gets choppy, leaders who lean in take the decade. 1. The 10x Cost Math. Replacing a workflow platform with a language model costs 10x more. ServiceNow ran the numbers: the GPU bill, the tokens, the engineers writing replacement code, and the human capital pulled off other work all add up. The model writes new code beautifully. It lacks your data, your company context, and someone to call when it gets something wrong. CEOs reading SaaS apocalypse headlines should pick up a calculator before they pick up a rebuild plan. 2. The Trust Asymmetry. People forgive people for mistakes. They never forgive software for them. Language models are probabilistic. Enterprises run on deterministic SLAs. A model that mostly works is a non-starter for the workflows that run the company. Every founder selling AI into the enterprise should price this gap into the contract. 3. AI Control Tower. McDermott's ServiceNow bet is to be the fabric that connects hyperscalers, language models, and systems of record. They ran the same move against AWS and Azure last cycle and it worked. The connecting layer captures more value than any of the things it connects. ServiceNow says 85 billion workflows and 7 trillion transactions run through the platform today, which is the moat. 4. Thirty-Day Go-Lives. Big enterprise customers go live on ServiceNow in under 30 days. Multi-year rollouts used to be normal. The autonomous platform cuts implementation timelines by an order of magnitude, which means the SI partners doing the work get more projects, not fewer. The implementation tax across enterprise software just collapsed. 5. The Ninety-Ten Inversion. 90% of ServiceNow's own customer service cases are now handled by agents. 10% involve a human. That ratio is the leading indicator for every services-heavy function inside every company: finance, HR, support. The human work that remains is judgment, relationship, and the calls software is not allowed to make. 6. Headcount Goes Flat. Net-new hiring at ServiceNow will drop sharply. McDermott sees the same pattern across customers. 2.2 billion agents enter the workforce in the next few years, and revenue per employee becomes the metric that matters. The bar for adding a human rises to "an agent cannot do this as well." CFOs should expect this number on the next board agenda. 7. The Covid Bloat Comeback. Between 2020 and 2024, companies hired through Zoom screens at a scale nobody talks about honestly. They layered up because everyone was layering up. AI gives them the cover story to compress those layers and chase revenue per employee. The next two earnings cycles will package a delayed Covid correction as "AI-driven productivity." 8. Department Vendors Are Cooked. Single-function SaaS that touches one department and does not own a system of record sits in the blast radius. Platforms that span departments, own the data, and connect to everything around them are protected. Founders building inside one org-chart box should be asking which adjacent box they own next, and on what timeline. 9. The Dance Got Brief. Customers want prescriptive answers from a vendor who already knows the business. "Know my business or there's no conversation." The old cloud-era sales motion of slow trust-building over multiple quarters now collapses into one meeting and one decision. Sales orgs built for the longer cycle are about to look very expensive. 10. Fully Dressed When the Tide Goes Out. McDermott closes with a leadership rule: don't look for the escape hatch. Choppy water shows who is tough, and when the tide goes out, you want to be fully dressed. AI is the most inspiring leadership moment of his career because it raises the cost of timidity. Leaders who lean into the chaos take the next decade.

A few frames from the Sol Foundry branding. Inspired by the skies around us.

We’ve been thrilled with the interest so far. 🙌 Welcoming more. Individuals in fast moving teams who want to shape an early yet inevitable product, get your early access at solfoundry.co

The last 20% isn't most of the work, it's all of the work.