Tribe Talkin' Ep 121: Will Your Platform Be Used By Agents? How AI Bubble Pops. No Where To Hide. Sunrise. Sharts.

Don, Aaron and Jack unpack a big week in venture, AI and building companies.

• Don and Jack debrief Blackbird's Sunrise at Carriageworks: Jay Lubrick on taste in an age of AI slop, Lucy from Airwallex, and a pre-seed masterclass where the tests are dog-on-a-leash energy and the two shits (do they give one, can they get it done).
• Cold outreach one percenters: Advanced R&D's 42-second cold calls, a fake barking dog to disarm prospects, Harry Stebbings on cold email craft, and an animated Gmail logo hack for open rates.
• Agents leave you nowhere to hide. Jason Calacanis wired an agent into every employee's Gmail, Slack, Zoom and Notion, then had it DM weekly coaching notes to managers. Don sees conflict and unintended consequences coming.
• Will your platform be used by agents? Jason Lemkin cut Salesforce seats from 10 to 2 and his bill still nearly doubled to $22k on agent API calls. The boys predict a wave of aggregator startups.
• How the AI bubble pops: the AFR reads OpenAI's missed targets, reported friction between Sam Altman and CFO Sarah Friar, and up to $850 billion in compute commitments as the preview.
• VentureCrowd's parent company enters administration with creditors claiming $7.3 million. The CEO calls it a corporate debt restructure, and Don discloses his Birchal position while reserving judgment.
• Ecosystem shout-outs: Hockey Stick Advisory's partnership revenue gap tool, Morphless to cut your AWS bill by up to 30%, and TechVisa for landing global talent.
• Sharts: solo founders double to 36% of startups, SAFEs hit 93% of early rounds, top 5% Series C valuations jump from $60M to $152M in a year, and the Buffett indicator hits 232%.

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