Matt F. Thompson @mattft
Operator/investor. AI-native builder. Building product and service businesses at @kovaventures. beacons.ai/mattft Santa Monica, CA Joined March 2009-
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@ansh17091999 @16vchq That would be a customer success / onboarding issue more than a key signal of PMF or value provider to customers. But good point nonetheless.
Scraping + crawling data has been WIDE OPEN thanks to agents and platforms like Firecrawl. However, new tools like @Cloudflare’s AI Crawl Control might start closing the flood gates. Controls like these will - by an order of magnitude - increase the value of proprietary data. cloudflare.com/ai-crawl-contr…
AI Karen 😂 This actually seems extremely useful. Definitely solves a frustrating / time-consuming pain point if it works well. producthunt.com/products/airka…
Super useful tool for aspiring founders who need to see the viability and back into the burn rate of a product. Cloud World Model: producthunt.com/products/cloud…
GenAI demand is growing 3× faster than any prior IT wave — and revenue is compounding ~90× faster than it was in 2023. Superusers are driving this boom with huge usage demands.
I don’t think many people realize there are real constraints to the proliferation of AI. For example, Apple is raising the cost of devices due to the “the rapid expansion of AI data centers.” Here are the major constraints I see: - Power and data center capacity - Energy and water limitations - Usage / interference costs - Availability of data (mark my words, this is coming) - Enterprise integration, security and adoption speed + barriers And sooner rather than later (as we’ve seen with Anthropic Mythos: government regulation)
@denk_tweets @Cloudflare @beehiiv This is great
@Ben__Springer The use case should be for pitches and POCs not completed films
@gregisenberg Some great stuff here, but the most difficult part is the beginning - getting access to decision makers and selling an unproven product in a chosen industry/vertical. Founder-market-fit is real.
@geoffwoo Wouldn't more people have trouble understanding if a company/product was too early?
one good girl is worth a thousand GPUs
One of the tidal shifts of 2026 is the move towards the agent web. Here are the companies powering that. Am I missing any key platforms? Firecrawl — Best at turning any site into clean LLM-ready Markdown/JSON. Crawling + agent tools. Apify — The full scraping platform with a huge marketplace of ready-made Actors. EXA (exa.ai) — Semantic search engine for meaning-based discovery (embeddings > keywords). Parallel — High-accuracy deep research and verifiable answers for agents. Tavily — Fast, structured real-time search purpose-built for RAG/agents. Browserbase — Managed stealth browsers so agents can actually interact with the web. Honorable mentions: Bright Data (enterprise proxies), Kadoa, Skyvern.
@0x___ygen A lot of companies are using Dub to manage them. Still digging into the data to see the impact/best practices.
Every consumer/prosumer company should heavily leverage a creators program.
last year, I spent $1M on creators this year alone, I’m already at $3M Cursor, OpenAI, and Anthropic are going hard on whitelisted ads i see them everywhere creator-led growth is the way don’t sleep on it
Critically important read for any professional in tech
Cloudflare CEO Prince on how AI changes who gets laid off first: Two weeks ago I laid off more than 20% of my workforce. I didn’t do it because Cloudflare is struggling. We posted record revenue growth, have strong free cash flow and are adding an unprecedented number of
Usage limits are the #1 thing holding back AI-generated apps right now. You can build fast… until you can’t. The real product work starts when you’re fighting rate limits and quotas instead of building.
Where could we improve Composer 2.5? We're working on the next model and would love your feedback. Lots of work to do (our CursorBench evals below) in the coming weeks!
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