# ![@matt_slotnick Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::24949412.png) @matt_slotnick Matt Slotnick

Matt Slotnick posts on X about ai, open ai, business, anthropic the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::24949412/interactions)
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- [--] Week [-------] +34%
- [--] Month [---------] -5%
- [--] Months [---------] -45%
- [--] Year [----------] -53%

### Mentions: [--] [#](/creator/twitter::24949412/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24949412/c:line/m:posts_active.svg)

- [--] Week [--] +12%
- [--] Month [---] +98%
- [--] Months [---] +136%
- [--] Year [---] +249%

### Followers: [------] [#](/creator/twitter::24949412/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24949412/c:line/m:followers.svg)

- [--] Week [------] +1.20%
- [--] Month [------] +3.50%
- [--] Months [------] +12%
- [--] Year [------] +28%

### CreatorRank: [-------] [#](/creator/twitter::24949412/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24949412/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  25.55% [finance](/list/finance)  16.79% [stocks](/list/stocks)  #4106 [social networks](/list/social-networks)  4.38% [financial services](/list/financial-services)  #91 [vc firms](/list/vc-firms)  #7 [nba](/list/nba)  0.73% [countries](/list/countries)  0.73%

**Social topic influence**
[ai](/topic/ai) 12.41%, [open ai](/topic/open-ai) 5.84%, [business](/topic/business) 4.38%, [anthropic](/topic/anthropic) #585, [if you](/topic/if-you) 3.65%, [flow](/topic/flow) 3.65%, [in the](/topic/in-the) 2.92%, [the new](/topic/the-new) 2.92%, [future](/topic/future) 2.92%, [history](/topic/history) 2.19%

**Top accounts mentioned or mentioned by**
[@4drant](/creator/undefined) [@buccocapital](/creator/undefined) [@jakewk](/creator/undefined) [@harengrouge](/creator/undefined) [@gromitcap](/creator/undefined) [@pythiar](/creator/undefined) [@virtu101](/creator/undefined) [@ottavicap](/creator/undefined) [@placigyunv6567](/creator/undefined) [@benioff](/creator/undefined) [@atelicinvest](/creator/undefined) [@twannsworld](/creator/undefined) [@anuraagsidhu](/creator/undefined) [@openai](/creator/undefined) [@malinvested](/creator/undefined) [@stevehou](/creator/undefined) [@weltdog](/creator/undefined) [@amyecheetham](/creator/undefined) [@gensparkai](/creator/undefined) [@ejproductions](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Atlassian Corporation PLC (TEAM)](/topic/$team) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Shopify Inc (SHOP)](/topic/$shop) [Salesforce Inc (CRM)](/topic/$crm) [BlackRock Inc (BLK)](/topic/blackrock) [Ambiq Micro, Inc. (AMBQ)](/topic/$ambq) [Paychex, Inc. (PAYX)](/topic/$payx) [Microsoft Corp. (MSFT)](/topic/microsoft) [ServiceNow Inc (NOW)](/topic/servicenow)
### Top Social Posts
Top posts by engagements in the last [--] hours

"imagine how bombed out $TEAM would be if they hadn't forced their on prem customers to the cloud over the last few years. maybe a death sentence in the AI era"  
[X Link](https://x.com/matt_slotnick/status/2014390398391877782)  2026-01-22T17:31Z 11.1K followers, [----] engagements


"how did zoom even end up the anthropic series C there must be an amusing story there"  
[X Link](https://x.com/matt_slotnick/status/2015872438333276208)  2026-01-26T19:40Z 11.1K followers, 14.3K engagements


"not seeing much talk of $HUBS as an AI winner but SMB is undoubtedly an easier place to succeed in the next [--] months. as is marketing as a buyer. what's the knock on them"  
[X Link](https://x.com/matt_slotnick/status/2015874632172372174)  2026-01-26T19:49Z 11K followers, [----] engagements


"but why didnt they vibe code this The Army will gain access to Salesforces technology under a $5.6 billion contract as the military tries to speed up outdated practices https://t.co/ZsQ5X6FYBS The Army will gain access to Salesforces technology under a $5.6 billion contract as the military tries to speed up outdated practices https://t.co/ZsQ5X6FYBS"  
[X Link](https://x.com/matt_slotnick/status/2015974052272472157)  2026-01-27T02:24Z 11.1K followers, 11.8K engagements


"brace yourselves the venture industry has discovered the dcf"  
[X Link](https://x.com/matt_slotnick/status/2017631385604002011)  2026-01-31T16:09Z 11K followers, 10.1K engagements


"all of this because azure grew 39% instead of 39.4%"  
[X Link](https://x.com/matt_slotnick/status/2018712264455397833)  2026-02-03T15:44Z 11.1K followers, 121.2K engagements


"@fnthawar @GergelyOrosz the Shopify university of computer science at Waterloo"  
[X Link](https://x.com/matt_slotnick/status/2018717273633046780)  2026-02-03T16:04Z 11K followers, [---] engagements


"people use vibe code to mean a lot of things makes discourse nearly impossible these days we use coding agents to build production software. it lets us move very fast. workflow is night and day different than just [--] mo ago. but we sell & support that software same as before compared to internal IT writing natural language prompts to build apps that they deploy these are totally different scenarios both of which people use "vibe code" to describe so when you talk about "vibe coding a CRM". do you mean scenario [--] or 2"  
[X Link](https://x.com/matt_slotnick/status/2019108132384043020)  2026-02-04T17:57Z 11K followers, [----] engagements


"it's looking like TK will go down as one of the best hires in google's history Google Cloud at a $71B run rate growing 48% YoY. HUGE jump this quarter Quarterly YoY growth trends below $GOOG https://t.co/0JLIz0drQ5 Google Cloud at a $71B run rate growing 48% YoY. HUGE jump this quarter Quarterly YoY growth trends below $GOOG https://t.co/0JLIz0drQ5"  
[X Link](https://x.com/matt_slotnick/status/2019165058060915053)  2026-02-04T21:43Z 11.1K followers, 97K engagements


"i could vibe code that production app in a week has the same energy as i could score in an NBA game because i shoot 45% on 3s alone in an empty gym"  
[X Link](https://x.com/matt_slotnick/status/2019220226655842362)  2026-02-05T01:23Z 11.1K followers, [----] engagements


"@PythiaR where did he go"  
[X Link](https://x.com/matt_slotnick/status/2019244137548247283)  2026-02-05T02:58Z 11.1K followers, [----] engagements


"i totally get the terminal value argument but it's really wild that software has been taken to the shed despite maybe $250M in total ARR attributable to their AI native "replacements""  
[X Link](https://x.com/matt_slotnick/status/2019255034048049344)  2026-02-05T03:41Z 11.1K followers, [----] engagements


"@anuraagsidhu yeah BQ crushes bc of @thetinot"  
[X Link](https://x.com/matt_slotnick/status/2019265451663228975)  2026-02-05T04:22Z 11.1K followers, [----] engagements


"i don't think we're in the "nuance" section of the cycle yet but if i were building a case for where to invest in software it's probably this: existing platforms with scale that are already truly multi department will be in good shape. everyone else needs to rethink everything"  
[X Link](https://x.com/matt_slotnick/status/2019441820258734535)  2026-02-05T16:03Z 11.1K followers, [----] engagements


"so when you talk about vendor selection and consolidation they're going to be looking for bigger answers and replacing a point solution with a better one will generally be a non starter"  
[X Link](https://x.com/matt_slotnick/status/2019442362976498045)  2026-02-05T16:05Z 11.1K followers, [---] engagements


"still having trouble believing that claude plugins caused this crash. as an investor what new information did plugins give you that you didn't already know"  
[X Link](https://x.com/matt_slotnick/status/2019519397317210553)  2026-02-05T21:11Z 11.1K followers, [----] engagements


"@virtu101 there has to be a way to vibe code that"  
[X Link](https://x.com/matt_slotnick/status/2019608105294917945)  2026-02-06T03:04Z 11.1K followers, [---] engagements


"@ottavicap @gokulr @OpenAI this is finally the all out war thats been building since low/no-code in 2019/20 this this is my superbowl"  
[X Link](https://x.com/matt_slotnick/status/2019791172659728398)  2026-02-06T15:11Z 11.1K followers, [--] engagements


"this is the fight that's been building since the low/no-code skirmishes of [----]. openai has openly declared war what you need to keep in mind is that they're marketecture diagrams from the vendor's perspective. not the SOR's perspective and not the perspective of the customer's environment Check out where Systems of Recoard sit in this diagram from @OpenAI Frontier. At least [--] if not [--] layers of context and intelligence sit between them and the end business application. It's one of the clearest representations of how AI companies plan to build next-gen systems https://t.co/HycoO4iAdf Check"  
[X Link](https://x.com/matt_slotnick/status/2019799782034960848)  2026-02-06T15:46Z 11.1K followers, [----] engagements


"the difference between now and [--] years ago is that those new layers are where agents work. and where the majority of new value is likely to accrue. whether you own the SOR or not you need to own the layer above"  
[X Link](https://x.com/matt_slotnick/status/2019800039498162486)  2026-02-06T15:47Z 11.1K followers, [---] engagements


"the reality of AI is also that it's horizontal in nature. there's often not just one SOR in the picture. so you can see how these diagrams when thought of in [--] dimensions get a lot more complicated"  
[X Link](https://x.com/matt_slotnick/status/2019801225684820092)  2026-02-06T15:51Z 11.1K followers, [---] engagements


"and it's why everyone that's paying attention should already have their own diagram that resembles OpenAI's frontier platform. the question then is who can leverage (or supplement) their existing advantages to win the new layer where the lion's share of value is LIKELY to accrue"  
[X Link](https://x.com/matt_slotnick/status/2019801970194698379)  2026-02-06T15:54Z 11.1K followers, [---] engagements


"OpenAI frontier is the most overt declaration of intention to win the new app layer. but if you look at the Gemini enterprise launch in oct [--] theyre also already in the race. as is Salesforce with Agentforce"  
[X Link](https://x.com/matt_slotnick/status/2019810796868608349)  2026-02-06T16:29Z 11.1K followers, [----] engagements


"(guy that doesn't know what a CRM actually does) "wow this CRM i vibe coded is great""  
[X Link](https://x.com/matt_slotnick/status/2019860516932575290)  2026-02-06T19:47Z 11K followers, [---] engagements


"@malinvested @S_curvecap and if so on what timeframe is it "happening slowly" and at what point does it tip to "all at once""  
[X Link](https://x.com/matt_slotnick/status/2019868050766663877)  2026-02-06T20:17Z 11.1K followers, [--] engagements


"@martin_casado @Kellblog @anshublog you do have to unlearn some rules of current gen SaaS to take advantage of AI when you think in terms of app UI as an expression of underlying data model you can get way too focused on overly specific workflow rails and limit 90% of what the llm is inherently capable of"  
[X Link](https://x.com/matt_slotnick/status/2020623405024981022)  2026-02-08T22:18Z 11.1K followers, [--] engagements


"@JerryCap @4drant that article makes a really obviously false claim early on which is that you have to log into salesforce to see salesforce data. it's so wildly incorrect that i can't keep reading. salesforce data is synced and replicated to so many different places within an enterprise"  
[X Link](https://x.com/matt_slotnick/status/2020640367977349566)  2026-02-08T23:26Z 11.1K followers, [---] engagements


"@Jakewk @stevehou theres a newly created data and ai foundations business thats comprised of mule and informatica"  
[X Link](https://x.com/matt_slotnick/status/2020898240120652028)  2026-02-09T16:31Z 11.1K followers, [---] engagements


"if you really want to build the future it's at the agent layer. this is something that incumbents do really seem to get and the media and investor landscape either doesn't understand or for attention grabbing purposes refuses to accept"  
[X Link](https://x.com/matt_slotnick/status/2020926892216549578)  2026-02-09T18:24Z 11.1K followers, [---] engagements


"@4drant @hareng_rouge made a copy of the original doc and marked it up. this was a fun way to get some thoughts on paper. thanks for tagging me in here https://docs.google.com/document/d/1eDtxm7I4HWTeObgsZjJxFjOuPOeQLQdNKr-s-xzwOyI/edittab=t.0 https://docs.google.com/document/d/1eDtxm7I4HWTeObgsZjJxFjOuPOeQLQdNKr-s-xzwOyI/edittab=t.0"  
[X Link](https://x.com/matt_slotnick/status/2020940377893765307)  2026-02-09T19:18Z 11.1K followers, 13.2K engagements


"dropped some notes on $CRM here. fun format to get thoughts on paper (reposting as before it didn't have comments visible to doc viewers. you're now all commenters.) @4drant @hareng_rouge made a copy of the original doc and marked it up. this was a fun way to get some thoughts on paper. thanks for tagging me in here https://t.co/OkGpKTnYcM @4drant @hareng_rouge made a copy of the original doc and marked it up. this was a fun way to get some thoughts on paper. thanks for tagging me in here https://t.co/OkGpKTnYcM"  
[X Link](https://x.com/matt_slotnick/status/2020957192875278839)  2026-02-09T20:25Z 11.1K followers, 11K engagements


"@gromitcap @weltdog is that actually a top [--] or [--] concern for workday shareholders over the next couple years (serious question i have no idea)"  
[X Link](https://x.com/matt_slotnick/status/2020987556033417687)  2026-02-09T22:25Z 11.1K followers, [---] engagements


"@placigyunv6567 in amit we trust"  
[X Link](https://x.com/matt_slotnick/status/2021010199914701002)  2026-02-09T23:55Z 11.1K followers, [---] engagements


"Chano Fernandez might hold the world record for most stints as co-CEO with three. at Workday Eightfold and Klaviyo"  
[X Link](https://x.com/matt_slotnick/status/2021019707659387002)  2026-02-10T00:33Z 11.1K followers, [----] engagements


"@EFprocycling @salesforce @Benioff gotta join as title co-sponsor of @EFprocycling and @FaulknerKristen"  
[X Link](https://x.com/matt_slotnick/status/2021037960330871258)  2026-02-10T01:46Z 11.1K followers, [--] engagements


"@amyecheetham i want many things to test and i am on my phone 😂"  
[X Link](https://x.com/matt_slotnick/status/2021043120016945378)  2026-02-10T02:06Z 11.1K followers, [--] engagements


"best for this was @genspark_ai but still really simple and not so great version"  
[X Link](https://x.com/matt_slotnick/status/2021081185875873950)  2026-02-10T04:37Z 11.1K followers, [---] engagements


"@atelicinvest i thought that said opus i did it again"  
[X Link](https://x.com/matt_slotnick/status/2021093249860108630)  2026-02-10T05:25Z 11.1K followers, [---] engagements


"i am only saying this is the salesforce opportunity :) The new layer is an execution game. Salesforce has the customers and their customers want them to solve it. OpenAI and Anthropic havent done anything at that layer and i dont think you can take it as a given that its in their dna https://twitter.com/i/web/status/2021104200764227656 https://twitter.com/i/web/status/2021104200764227656"  
[X Link](https://x.com/matt_slotnick/status/2021104200764227656)  2026-02-10T06:09Z 11.1K followers, [--] engagements


"@TwannsWorld @4drant google is also trying to win this layer. if you reread the October release of Gemini Enterprise id put money on them ahead of the labs TBH"  
[X Link](https://x.com/matt_slotnick/status/2021104581086937335)  2026-02-10T06:10Z 11.1K followers, [---] engagements


""what do people at docusign do all day" asks guy that consistently tweets [--] times an hour during the work day"  
[X Link](https://x.com/matt_slotnick/status/2021283346496749580)  2026-02-10T18:01Z 11.1K followers, [----] engagements


"hi claude please reinvent the wheel. no mistakes"  
[X Link](https://x.com/matt_slotnick/status/2022045775652696479)  2026-02-12T20:30Z 11.3K followers, [---] engagements


"thoma bravo should roll up the entire SaaS industry. like all of it. smash hubspot and workday together why the hell not"  
[X Link](https://x.com/matt_slotnick/status/2016902305292177673)  2026-01-29T15:52Z 11.3K followers, 37.6K engagements


"assuming no further acceleration Claude Code will be doing $18.3 trillion in ARR at this time in 2029"  
[X Link](https://x.com/matt_slotnick/status/2022076556194328637)  2026-02-12T22:33Z 11.3K followers, [----] engagements


"after a few false starts i've put to words my view on where enterprise applications are going data rules everything around me: the future of enterprise applications https://mslotnick.substack.com/publish/post/164684488 https://mslotnick.substack.com/publish/post/164684488"  
[X Link](https://x.com/matt_slotnick/status/1927858800658190467)  2025-05-28T22:45Z 11.3K followers, 109.9K engagements


"the SaaS to AI transition is going to be lot messier and less straightforward than people will admit the CRM to AI CRM trope sounds really nice on paper but the reality is a lot more complex but because people like digestible narratives those are the ones that persist 🧵"  
[X Link](https://x.com/matt_slotnick/status/1955720344507179519)  2025-08-13T19:57Z 11.3K followers, 137.2K engagements


"eschenbach out at workday bhusri back in. this feels like another example of incumbents going founder mode to respond to the AI opportunity. and if youre giving someone the reins to go founder mode you need a technologist in that seat"  
[X Link](https://x.com/matt_slotnick/status/2020890896435437703)  2026-02-09T16:01Z 11.3K followers, 49.5K engagements


"it's the february [----] of monetized word salad ai slop essays It's depressing how widely shared and read this is. It's AI-generated word salad posted by someone with a vested interest in spreading AI hype. AI is "big" I guess but its effects will be much more complicated and variegated than this "essay" implies. It's depressing how widely shared and read this is. It's AI-generated word salad posted by someone with a vested interest in spreading AI hype. AI is "big" I guess but its effects will be much more complicated and variegated than this "essay" implies"  
[X Link](https://x.com/matt_slotnick/status/2021629287770861901)  2026-02-11T16:55Z 11.3K followers, [----] engagements


"http://x.com/i/article/2016967501515804675 http://x.com/i/article/2016967501515804675"  
[X Link](https://x.com/matt_slotnick/status/2016968805034192962)  2026-01-29T20:16Z 11.3K followers, 27.7K engagements


"best institutional venture investment of all time Wild to look at this @AnthropicAI chart and remember that @YasminRazavi had the conviction to lead a $450M round when Anthropic had $0 revenue. The ultimate goat - go Yas https://t.co/5ug2KruIIY Wild to look at this @AnthropicAI chart and remember that @YasminRazavi had the conviction to lead a $450M round when Anthropic had $0 revenue. The ultimate goat - go Yas https://t.co/5ug2KruIIY"  
[X Link](https://x.com/matt_slotnick/status/2022040057264439488)  2026-02-12T20:08Z 11.3K followers, 20.4K engagements


"congrats to the select few investors that made the cut in anthropics series G GIC Coatue D.E. Shaw Ventures Dragoneer Founders Fund ICONIQ MGX Accel Addition Alpha Wave Global Altimeter AMP PBC Appaloosa LP Baillie Gifford Bessemer Venture Partners affiliated funds of BlackRock Blackstone D1 Capital Partners Fidelity Management & Research Company General Catalyst Greenoaks Growth Equity at Goldman Sachs Alternatives Insight Partners Jane Street JPMorganChase through its Security and Resiliency Initiative and Growth Equity Partners Lightspeed Venture Partners Menlo Ventures Morgan Stanley"  
[X Link](https://x.com/matt_slotnick/status/2022061351863222432)  2026-02-12T21:32Z 11.3K followers, 295.6K engagements


"loling at the jockeying behind the scenes to land on this wording: We have raised $30 billion in Series G funding led by GIC and Coatue valuing Anthropic at $380 billion post-money. The round was co-led by D. E. Shaw Ventures Dragoneer Founders Fund ICONIQ and MGX"  
[X Link](https://x.com/matt_slotnick/status/2022061660761207073)  2026-02-12T21:34Z 11.3K followers, 31.5K engagements


"@ejproductions you'd rather be an investor than not. lol"  
[X Link](https://x.com/matt_slotnick/status/2022074934894461260)  2026-02-12T22:26Z 11.3K followers, [----] engagements


"hitting a [--] in rec league doesn't mean you can do it against the oklahoma city thunder AI can write almost any software. - Company currently hiring 100+ FDEs. AI can write almost any software. - Company currently hiring 100+ FDEs"  
[X Link](https://x.com/matt_slotnick/status/2022356721377906845)  2026-02-13T17:06Z 11.3K followers, [----] engagements


"@LIGCapital_ @4drant @hareng_rouge some meta thoughts on where SOR has to go from here https://t.co/LoAntSjTRR https://t.co/LoAntSjTRR"  
[X Link](https://x.com/matt_slotnick/status/2022442092203847889)  2026-02-13T22:45Z 11.3K followers, [--] engagements


"@Benioff @jaminball new essay on where systems of record go from here https://t.co/LoAntSjTRR https://t.co/LoAntSjTRR"  
[X Link](https://x.com/matt_slotnick/status/2022448147986014710)  2026-02-13T23:09Z 11.3K followers, [--] engagements


"inverse Cramer action incoming on $AMBQ"  
[X Link](https://x.com/matt_slotnick/status/1975925720447688733)  2025-10-08T14:06Z 11.2K followers, [----] engagements


"@Benioff @jaminball check this one out too 😉 after a few false starts i've put to words my view on where enterprise applications are going data rules everything around me: the future of enterprise applications https://t.co/q7ayaKVU8Q after a few false starts i've put to words my view on where enterprise applications are going data rules everything around me: the future of enterprise applications https://t.co/q7ayaKVU8Q"  
[X Link](https://x.com/matt_slotnick/status/1999684094628921716)  2025-12-13T03:33Z 11.3K followers, [----] engagements


"software is so oversold that if you hold for another few months you might wake up as the new majority owner of Twilio"  
[X Link](https://x.com/matt_slotnick/status/2018728469425963193)  2026-02-03T16:49Z 11.2K followers, 24.4K engagements


"the reality looks something more like this (please excuse the diagram. AI can't make these yet.) the SOR is the sun and these app stacks (both 1st and 3rd party built and bought) arise out of it this is where the term data gravity comes from. that SOR has gravity"  
[X Link](https://x.com/matt_slotnick/status/2019800480558236147)  2026-02-06T15:48Z 11.2K followers, [---] engagements


"you get paid [--] and [--] for this Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past week https://t.co/H3zEHmB9CE Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past week https://t.co/H3zEHmB9CE"  
[X Link](https://x.com/matt_slotnick/status/2020536136192430107)  2026-02-08T16:32Z 11.2K followers, [----] engagements


"i really think people are overcomplicating what agents mean for software. layers on top of the SOR is the oldest story in software. it's a battle that's constantly being fought. if the OpenAI frontier graphic was surprising or new to you i have a bridge to sell you"  
[X Link](https://x.com/matt_slotnick/status/2020920650496606221)  2026-02-09T18:00Z 11.2K followers, 11.6K engagements


"@LIGCapital_ @4drant @hareng_rouge thanks for mentioning. had no idea viewers couldn't see comments. a lot of people in that doc were probably very confused"  
[X Link](https://x.com/matt_slotnick/status/2020957865582919969)  2026-02-09T20:27Z 11.3K followers, [--] engagements


"@Jakewk @stevehou these are the core pieces for the salesforce story IMO"  
[X Link](https://x.com/matt_slotnick/status/2021017707517444304)  2026-02-10T00:25Z 11.3K followers, [----] engagements


"one thing that i think also gets in the way of these discussions is that SOR by SOR there is tremendous market nuance. i think we ascribe too much value to SOR as a "category" even within CRM Saleforce and Hubspot win and lose for very different reasons. when you attack CRM you're really going after slices of that market so in that graphic i think every single company there has a totally different thesis for how and why they'd win with their approach. to a degree that the SOR label hardly even matters https://twitter.com/i/web/status/2021272740855153127"  
[X Link](https://x.com/matt_slotnick/status/2021272740855153127)  2026-02-10T17:19Z 11.2K followers, [--] engagements


"@SVMansuri i agree. selloff was confusing to me. though i understand that making a big change is an admission that things weren't going the way they had forecasted which is what shareholders presumably were underwriting to"  
[X Link](https://x.com/matt_slotnick/status/2021280030987587762)  2026-02-10T17:48Z 11.2K followers, [--] engagements


"@obsidiancap1 they have a lot of IT guys. let's roll out one a week. wells fargo has to have a guy too"  
[X Link](https://x.com/matt_slotnick/status/2021281503372775926)  2026-02-10T17:53Z 11.2K followers, [---] engagements


"@genspark_ai canva and gamma not good for this feels like there has to be someone working on this"  
[X Link](https://x.com/matt_slotnick/status/2021293152397857040)  2026-02-10T18:40Z 11.2K followers, [---] engagements


"recommendations please my answers would be inherently biased. lol"  
[X Link](https://x.com/matt_slotnick/status/2021295146109894848)  2026-02-10T18:48Z 11.2K followers, [----] engagements


"using claude to make progress on an essay despite an extended period of writers block has been an interesting experience"  
[X Link](https://x.com/matt_slotnick/status/2021390800987513338)  2026-02-11T01:08Z 11.2K followers, [----] engagements


"giving it themes scratch notes previous essays and tweets. and then asking it to write and rewrite outlines initial drafts etc. from there rapidly iterating zooming in and out teasing out the parts that matter. helps to orient around what i'm actually wanting to say"  
[X Link](https://x.com/matt_slotnick/status/2021391506284925229)  2026-02-11T01:11Z 11.2K followers, [---] engagements


"there should be a game show where people that look at AI products and say i could build that in a week actually have to try doing it"  
[X Link](https://x.com/matt_slotnick/status/2021609618435117161)  2026-02-11T15:37Z 11.3K followers, [----] engagements


"it would be funny if the outcome of the claude code hysteria is that incumbents refactor their EPD orgs to become claude code power users and proceed to steamroll their markets @ggpcap Low GDR comes w/ SMB. Can still have a profitable model at scale look at $PAYX. Valuation is compelling. Too much SBC but Claude code should help with that. @ggpcap Low GDR comes w/ SMB. Can still have a profitable model at scale look at $PAYX. Valuation is compelling. Too much SBC but Claude code should help with that"  
[X Link](https://x.com/matt_slotnick/status/2021777516139331909)  2026-02-12T02:44Z 11.3K followers, [----] engagements


"@GHThree52 @ericvishria yeah its all downside. even theoretical upside would take years and youre probably not there to reap the benefits"  
[X Link](https://x.com/matt_slotnick/status/2021796897124757840)  2026-02-12T04:01Z 11.3K followers, [--] engagements


"assuming it doesnt further accelerate at scale Claude code will be doing $18.3 trillion in revenue by this time in 2029"  
[X Link](https://x.com/matt_slotnick/status/2022062678941093951)  2026-02-12T21:38Z 11.2K followers, [---] engagements


"@buccocapital i think the conversation around microsoft would be very different if they hadn't gotten beaten to a functional excel copilot by anthropic"  
[X Link](https://x.com/matt_slotnick/status/2022069400342589921)  2026-02-12T22:04Z 11.2K followers, [---] engagements


"@buccocapital obviously impossible to know the counterfactual but i don't think incumbents are doing much to prove to investors that they have their hands on the wheel to make progress on AI which naturally allows the narrative to flow to "private companies are going to kill them""  
[X Link](https://x.com/matt_slotnick/status/2022070131552321830)  2026-02-12T22:07Z 11.3K followers, [---] engagements


"@BullandBaird @buccocapital yea definitely agree with that. you'd much rather be databricks than snowflake right now from a headache perspective. but given that a lot already are public i think they could be doing a better job of projecting their future relevance https://x.com/matt_slotnick/status/2022070131552321830s=20 @buccocapital obviously impossible to know the counterfactual but i don't think incumbents are doing much to prove to investors that they have their hands on the wheel to make progress on AI which naturally allows the narrative to flow to "private companies are going to kill"  
[X Link](https://x.com/matt_slotnick/status/2022081433188315144)  2026-02-12T22:52Z 11.3K followers, [--] engagements


"@Alex_Danco lol incredible throwback"  
[X Link](https://x.com/matt_slotnick/status/2022097867633279223)  2026-02-12T23:57Z 11.3K followers, [----] engagements


"@HyperSalesman hadn't heard this story. did they hire them back"  
[X Link](https://x.com/matt_slotnick/status/2022358511766942022)  2026-02-13T17:13Z 11.3K followers, [--] engagements


"the most valuable software systems have historically been the ones that defined and owned the core objects for an organization. the most successful of these became systems of record"  
[X Link](https://x.com/matt_slotnick/status/2022460468393382317)  2026-02-13T23:58Z 11.3K followers, [--] engagements


"systems of record own the core objects a business runs on. salesforce owns the customer workday owns the employee servicenow owns the technology"  
[X Link](https://x.com/matt_slotnick/status/2022460627340705808)  2026-02-13T23:59Z 11.3K followers, [--] engagements


"we closed our seed round exactly a year ago today. since then i have learned that starting a company means never again knowing inner peace"  
[X Link](https://x.com/matt_slotnick/status/1543435213862121472)  2022-07-03T03:23Z 11.2K followers, [---] engagements


"MBAs in aerodynamic skinsuits is an utterly devastating burn"  
[X Link](https://x.com/matt_slotnick/status/1553462959573172225)  2022-07-30T19:30Z 11.2K followers, [---] engagements


"there are too many vc firms. there used to be [--] and i knew a person at each one. now it's like "we're Dingus Capital and we invest in post seed frontier founders (founders from wyoming and idaho) with $375K to $1.3M ARR. typical check size is $2M but we can do SPV up to $150M""  
[X Link](https://x.com/anyuser/status/1557054788851736576)  2022-08-09T17:22Z 11.3K followers, [---] engagements


"its unreal how triggered the internet gets any time a girl posts a TikTok about her day at a tech job. like you dont spend your days reading equity research reports and checking your 10th place fantasy football team while relentlessly swiping through bumble"  
[X Link](https://x.com/anyuser/status/1561085699406716928)  2022-08-20T20:20Z 11.3K followers, [---] engagements


"yeah you should tell us more about FTX swindling impressionable retail investors"  
[X Link](https://x.com/matt_slotnick/status/1591818411247800320)  2022-11-13T15:40Z 11.3K followers, [----] engagements


"miami is going to end up with more companies that go bankrupt due to fraud than it will unicorns. and it's not even going to be close"  
[X Link](https://x.com/matt_slotnick/status/1595255133151326208)  2022-11-23T03:17Z 11.2K followers, [---] engagements


"when you definitely know what unbundling means"  
[X Link](https://x.com/matt_slotnick/status/1598888838096916480)  2022-12-03T03:56Z 11.2K followers, [---] engagements


"its hard to take tweets seriously from people who spent [--] months with laser eyes"  
[X Link](https://x.com/matt_slotnick/status/1614089041045254144)  2023-01-14T02:36Z 11.2K followers, 50.1K engagements


"seeing a lot of confusion around why layoffs are happening at companies with a lot of cash on the balance sheet. at the risk of getting roasted. here's a TLDR for both public and private companies"  
[X Link](https://x.com/anyuser/status/1617591860305793024)  2023-01-23T18:35Z 11.3K followers, 1.2M engagements


"in [----] and [----] the way to create shareholder value was to grow topline. regardless of the quality of revenue software revenue was being valued at between 30x-100x run rate"  
[X Link](https://x.com/matt_slotnick/status/1617591965163614208)  2023-01-23T18:35Z 11.2K followers, 113.8K engagements


"because meaningful cash flow at scale requires a high margin product high retention and an ability to upsell and cross sell to drive increasing LTV. once you land you need to expand share of wallet continuously. for decades"  
[X Link](https://x.com/matt_slotnick/status/1617592169388470275)  2023-01-23T18:36Z 11.2K followers, 113.9K engagements


"so people put a lot of money into companies that were growing like this"  
[X Link](https://x.com/matt_slotnick/status/1617592555532881921)  2023-01-23T18:38Z 11.2K followers, 100.5K engagements


"with the expectation that if you just grew topline fast enough it would inevitably become this"  
[X Link](https://x.com/matt_slotnick/status/1617592725540573190)  2023-01-23T18:38Z 11.2K followers, 88.4K engagements


"when in reality a lot of these business are destined to look like this"  
[X Link](https://x.com/matt_slotnick/status/1617592866968141824)  2023-01-23T18:39Z 11.2K followers, 98.8K engagements


"so now that the illusion of the inevitability of cash flows at scale is shattered investors are looking for proof of operating leverage sooner"  
[X Link](https://x.com/matt_slotnick/status/1617592970097852422)  2023-01-23T18:39Z 11.2K followers, 87.1K engagements


"which is why layoffs are happening regardless of the amount of cash on the balance sheet. management needs to prove that adding incremental spend drives marginally more return. its a reset on what it means to be a steward of investor capital"  
[X Link](https://x.com/matt_slotnick/status/1617593058648031233)  2023-01-23T18:40Z 11.2K followers, 81.7K engagements


"this then trickles down to startups. who are now also being asked to show proof of operating leverage. that is why a startup with hundreds of millions on the balance sheet might be aggressively cutting costs"  
[X Link](https://x.com/matt_slotnick/status/1617593214436769796)  2023-01-23T18:40Z 11.2K followers, 78.4K engagements


"investors arent willing to fund what is now often a bridge to nowhere you need to show signs that when you get to the other side of that bridge theres going to be cash flow"  
[X Link](https://x.com/anyuser/status/1617593335857950720)  2023-01-23T18:41Z 11.3K followers, 76.1K engagements


"unfortunately a lot of companies and investors are going to find that theyre in markets that simply do not support the size or profile of business that their investors were underwriting to"  
[X Link](https://x.com/matt_slotnick/status/1617593611926765576)  2023-01-23T18:42Z 11.2K followers, 70.5K engagements


"so the moral of the story is: it's in everyones best interest to figure out what's on the other side of that bridge ASAP. and if it's not cash flow you need to reconstruct the bridge to go elsewhere. free flowing investor capital used to support that bridge. it won't anymore"  
[X Link](https://x.com/anyuser/status/1617594843651510272)  2023-01-23T18:47Z 11.3K followers, 70.7K engagements


"Figmas billion dollar breakup fee might end up being the most creative nondilutive financing in history"  
[X Link](https://x.com/matt_slotnick/status/1629260574264819712)  2023-02-24T23:22Z 11.3K followers, 266.2K engagements


"super weird to see people rooting for a bank to fail just because it has "silicon valley" in the name. SVB is the largest lender to the wine industry. which means that probably a hundred thousand people many of whom are agricultural workers risk going unpaid next week"  
[X Link](https://x.com/anyuser/status/1634601278352289795)  2023-03-11T17:04Z 11.3K followers, 40.5K engagements


"are we already doing this again"  
[X Link](https://x.com/matt_slotnick/status/1712310181525426342)  2023-10-12T03:32Z 11.2K followers, 617K engagements


"hearing a rumor that when you get to $1m in annual spend with datadog they let you see the Dog"  
[X Link](https://x.com/matt_slotnick/status/1730641247419986131)  2023-12-01T17:33Z 11.2K followers, 247.2K engagements


"you can do this its called investment banking"  
[X Link](https://x.com/matt_slotnick/status/1739101449559154768)  2023-12-25T01:51Z 11.2K followers, 128.6K engagements


"never let your ceo raw dog crisis communications on twitter"  
[X Link](https://x.com/anyuser/status/1744032034035732823)  2024-01-07T16:23Z 11.2K followers, 31.7K engagements


"an email i sent to myself over the holiday break reflecting on the previous [--] months which were some of the toughest of my life maybe it's helpful to you"  
[X Link](https://x.com/matt_slotnick/status/1762692640049631643)  2024-02-28T04:14Z 11.3K followers, 33.7K engagements


"okay who's down for the tour de boichik"  
[X Link](https://x.com/matt_slotnick/status/1772259123540721834)  2024-03-25T13:47Z 11.2K followers, 22.4K engagements


"any time you mention the price of a thing in sf or nyc you get a stream of people in the comments being like "that is crazy where i live in eden prairie minnesota it's half the price" and it's like yes dude exactly i pay twice the price to not live in eden prairie minnesota"  
[X Link](https://x.com/matt_slotnick/status/1779267294822330798)  2024-04-13T21:55Z 11.3K followers, 70K engagements


"Warp (YC 23) We're building Rippling for Racists In the history of crisis management speed runs no company has collapsed quite like Warp has. Truly incredible one for the books. https://t.co/2evoRElcO1 In the history of crisis management speed runs no company has collapsed quite like Warp has. Truly incredible one for the books. https://t.co/2evoRElcO1"  
[X Link](https://x.com/matt_slotnick/status/1832175545297322240)  2024-09-06T21:54Z 11.2K followers, 52.6K engagements


"the year is [----]. YC has a batch every fortnight. the GDP of san francisco consists entirely of YC companies selling to other YC companies. crime no longer exists because Garry Tan is the mayor and having a misdemeanor disqualifies you from submitting a YC application"  
[X Link](https://x.com/anyuser/status/1834430616794005811)  2024-09-13T03:15Z 11.3K followers, 76.2K engagements


"the world finding out how venture firms work and assuming it's fraud Jared Kushner got $2 billion from Saudi Arabia just months after leaving the White House. New reports show that he pocketed $115 million in fees - but his investment fund has delivered no profits. We must investigate now. https://t.co/YNVDk6jffm Jared Kushner got $2 billion from Saudi Arabia just months after leaving the White House. New reports show that he pocketed $115 million in fees - but his investment fund has delivered no profits. We must investigate now. https://t.co/YNVDk6jffm"  
[X Link](https://x.com/anyuser/status/1839071756927316383)  2024-09-25T22:37Z 11.3K followers, 193.6K engagements


"ChatGPT kills it for enterprise sales"  
[X Link](https://x.com/matt_slotnick/status/1882540071754383595)  2025-01-23T21:25Z 11.2K followers, 36.7K engagements


"if you're an incumbent system of record i don't know how you sleep at night with OpenAI sending forward deployed engineers to all of your customers and building an entirely new AI layer on top on your precious workflows"  
[X Link](https://x.com/anyuser/status/1930658790694928460)  2025-06-05T16:11Z 11.3K followers, 144.3K engagements


"i predict that both Databricks and Snowflake will announce very specific app layer ambitions in the next [--] months (frontrunning Dreamforce) AI apps need context and they will argue that they have the best context and are thus the rightful heir to the system of record thrones"  
[X Link](https://x.com/anyuser/status/1933548243155365978)  2025-06-13T15:33Z 11.3K followers, 27.8K engagements


"bull case for "nothing ever happens" is that OpenAI runs its entire business on Salesforce and Slack"  
[X Link](https://x.com/anyuser/status/1945519252154507746)  2025-07-16T16:21Z 11.3K followers, 228.2K engagements


"nothing ever happens"  
[X Link](https://x.com/matt_slotnick/status/1945524705974522173)  2025-07-16T16:43Z 11.2K followers, 15.3K engagements


"astronomer ceo affair edging out OpenAI news on the timeline lends credibility to my theory that everyone is just really bored and that's what's leading to insane volatility in the world"  
[X Link](https://x.com/anyuser/status/1945929248222707717)  2025-07-17T19:31Z 11.3K followers, 31.2K engagements


"anecdotally the rate at which is Gemini is appearing in the enterprise has gone from "almost nowhere" to "everywhere" in about [--] or [--] months"  
[X Link](https://x.com/matt_slotnick/status/1955995377255243959)  2025-08-14T14:10Z 11.2K followers, 42.8K engagements


"prediction: every major software company is going to release a lovable-like app dev offering on top of their platform data model"  
[X Link](https://x.com/anyuser/status/1956546326776471658)  2025-08-16T02:39Z 11.3K followers, 108.1K engagements


"alphasense launching agent-led expert calls is brilliant. it's the perfect distillation of the value of expert networks: to deliver you pages upon pages of diligence tailor made to reinforce the point you already decided you're going to make"  
[X Link](https://x.com/matt_slotnick/status/1958018024583110903)  2025-08-20T04:07Z 11.2K followers, 103.7K engagements


"alphasense launching agent-led expert calls is brilliant. it's the perfect distillation of the value of expert networks: to deliver you pages upon pages of diligence tailor made to reinforce the point you already decided you're going to make alphasense launching agent-led expert calls is brilliant. it's the perfect distillation of the value of expert networks: to deliver you pages upon pages of diligence tailor made to reinforce the point you already decided you're going to make"  
[X Link](https://x.com/matt_slotnick/status/1958195791530435041)  2025-08-20T15:53Z 11.3K followers, 68.5K engagements


"pretty crazy that the palantir series A and B are the first and last times anyone has heard of these firms"  
[X Link](https://x.com/anyuser/status/1982549975101002112)  2025-10-26T20:48Z 11.3K followers, 226.7K engagements


"this tweet forever haunts me"  
[X Link](https://x.com/anyuser/status/1985519675565060204)  2025-11-04T01:29Z 11.3K followers, 102.7K engagements


"on a scale of "never" to "it happened once" how often do you think these SVP level roles get filled by a linkedin application"  
[X Link](https://x.com/anyuser/status/1988061545457479755)  2025-11-11T01:49Z 11.3K followers, 75.6K engagements


"@andrew__reed dollar shave club mustve been one of the funniest venture pitches of all time"  
[X Link](https://x.com/matt_slotnick/status/1990200266189422643)  2025-11-16T23:28Z 11.1K followers, [---] engagements


"@atelicinvest true in my mind at a smaller company without a meaningful run rate biz the entire company IS the labs group. but thats actually probably a very bad assumption"  
[X Link](https://x.com/matt_slotnick/status/2016520327233462537)  2026-01-28T14:34Z 11.2K followers, [---] engagements


"twitter is the best thing ever and i am framing this. i don't care what you say wall street my price target for TWTR is infinity"  
[X Link](https://x.com/matt_slotnick/status/791780359553724416)  2016-10-27T23:15Z 11.2K followers, [---] engagements


"@ashleyfeinberg "riding a bike like a normal human" versus "pretending to drive a truck like a moron" did I get it"  
[X Link](https://x.com/matt_slotnick/status/845815627960893440)  2017-03-26T01:52Z 11.2K followers, [---] engagements


"you know what's actually pretty disrespectful to the american flag the confederate flag"  
[X Link](https://x.com/matt_slotnick/status/911742335226044416)  2017-09-24T00:01Z 11.3K followers, 443.9K engagements


"@anthonyhwang "that guy that tweeted that thing that one time""  
[X Link](https://x.com/matt_slotnick/status/911784604620558338)  2017-09-24T02:49Z 11.2K followers, [----] engagements


"so can a small rude child but then we put them in time out https://x.com/TMannWSJ/status/911946776952926208 https://x.com/TMannWSJ/status/911946776952926208"  
[X Link](https://x.com/matt_slotnick/status/911957186753867776)  2017-09-24T14:15Z 11.2K followers, [---] engagements


"@nicoleperlroth for a story about processors not working properly i think it's actually perfectly acceptable (and artistic even) that you bungle the threading the first time 😅"  
[X Link](https://x.com/matt_slotnick/status/948706602806263808)  2018-01-04T00:04Z 11.2K followers, [---] engagements


"genius at work"  
[X Link](https://x.com/matt_slotnick/status/977691055717011456)  2018-03-24T23:38Z 11.2K followers, [---] engagements


"@nealrogers @CleverTitleTK @joanwalsh how does this not have half a million retweets"  
[X Link](https://x.com/matt_slotnick/status/995686694929092609)  2018-05-13T15:26Z 11.2K followers, [---] engagements

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