
Founder & GP @mxvcapital Co-Founder & CEO @Gynger_io & @Runhappylabs Co Founder @Braze, @edmontonoilers fan
NY, NY
Joined April 2009
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When I started @Braze I didnt know what CRM was, how emails were sent, the concept of a customer journey, segmentation, personalization, or what exactly we should be calling ourselves.
I did know I wanted to build a platform where brands of all sizes can communicate with their customers across any device on any channel at scale.
I did know I wanted to build an awesome company. One where our customers loved partnering with us and our team loved to be part of.
This could not have come together without my co founders @billmag and Jonathan Hyman and everyone in between.
15 years in the making. From our first customer, to an IPO to $900MM+ in ARR. Mazal tov and Cheers to everyone that contributed over the years. There are too many to tag :)
Braze will always be part of me and its an honor to see its legacy continue with Salesforce.
cnbc.com/2026/10/20/salesfor…
One of my many @bot suggested it grabs an email for a task I was working on with it. So we picked an (not knowing that you can only choose one email for your account) email that made sense for that bot and task. I then asked my COS bot to grab an email but he’s saying he can’t bc we already chose an email with the other bot. So now I’m stuck with this very random email address. I pinged support asking to delete, release or do whatever they can to allow me to choose a better email for me and my bots. But they keep saying we can’t help you. Can anyone else at @bot help here?
Anyone else experiencing issues with their @bot computer getting online? None of my bots can get online via their computer....I tried updating updating, should i try resetting ?
Mark Ghermezian retweeted
Two of the biggest VC wins of the year were complete pivots (cursor pivoting from AI CAD and Hugging Face pivoting from a consumer chatbot)
For founders, this is a great lesson to never give up till the money is gone
.@EdmontonJack you got some competition here 😉 #letsgooilers
Mark Ghermezian retweeted
THE TELEMUNDO CALL OF THE MALIK TILLMAN FREE KICK IS THE BEST THING YOU'LL EVER HEAR 🇺🇸🦅❤️
💯
Sierra Co-Founder @btaylor predicts that within 3-4 years consumers will prefer businesses with AI phone agents over those that rely on traditional call centers.
"If I have to call a restaurant to make a reservation, I'm going to a different place. If you don't have OpenTable or Resy, I'm out."
"I think we're going to get to the point where people demand an AI because they're not going to want to wait on hold. We're not 100% there and we're just paying down the debt of bad tech that we've had for the past 10 years. But I'm hopeful that in three or four years, this will be the norm."
"The problem was we had 10 to 15 years of bots that were really bad. If you were talking to an AI more than three years ago, it sucked. Now you can talk to an AI, and it's conversational, it's multilingual, it has access to systems. The AI agents of today are like the horse and carriage versus a flying car."
From his appearance on the show earlier this month.
Mark Ghermezian retweeted
Most people see the result.
Very few understand the obsession it takes to get there.
Mark Ghermezian retweeted
Nobody teaches you that discipline feels like punishment until the results start feeling like freedom
Story of my life. LFG!
My favorite @elonmusk quote that I often send friends:
Do not fear losing. “You will lose,” Musk says. “It will hurt the first fifty times. When you get used to losing, you will play each game with less emotion.” You will be more fearless, take more risks.
It’s a bespoke world for software. No longer are customers integrating into your software. You are now integrating into your customers workflows and needs. Headless deployment. Fully customized to their needs.
Mark Ghermezian retweeted
Quick update: not dead.
$FIG Q1 results:
→ 46% YoY revenue growth, accelerating for the 2nd straight quarter
→ Net Dollar Retention Rate increased to 139%, our highest rate in over two years
→ Raising 2026 revenue guidance for the year
Design matters more than ever.
Mark Ghermezian retweeted
The weird thing right now is the public markets don't have access to the growth side of software. Right now the trade is to sell SaaS and buy semis (the raw material of AI). What you don’t have yet in the public markets are the AI native software companies and therefore, you’re comparing the practical values of owning say a Salesforce vs the mythical value of owning a company that’s growing 10x (without having seen the actual financials). And everyone is always going to want the myth.
These SaaS stocks aren’t going to trade in a sane fashion until the next generation of AI companies go public and investors can decide how to price a 10% revenue growth company with 30% cash flow vs 300% revenue growth company with negative 100% cash flow and SBC that will blow your mind.
Until then, you’re walking hand in hand with your significant other looking over your shoulder. You know the meme.
Mark Ghermezian retweeted
Another week on the road meeting with a couple dozen IT and AI leaders from large enterprises across banking, media, retail, healthcare, consulting, tech, and sports, to discuss agents in the enterprise.
Some quick takeaways:
* Clear that we’re moving from chat era of AI to agents that use tools, process data, and start to execute real work in the enterprise. Complementing this, enterprises are often evolving from “let a thousand flowers bloom” approach to adoption to targeted automation efforts applied to specific areas of work and workflow.
* Change management still will remain one of the biggest topics for enterprises. Most workflows aren’t setup to just drop agents directly in, and enterprises will need a ton of help to drive these efforts (both internally and from partners). One company has a head of AI in every business unit that roles up to a central team, just to keep all the functions coordinated.
* Tokenmaxxing! Most companies operate with very strict OpEx budgets get locked in for the year ahead, so they’re going through very real trade-off discussions right now on how to budget for tokens. One company recently had an idea for a “shark tank” style way of pitching for compute budget. Others are trying to figure out how to ration compute to the best use-cases internally through some hierarchy of needs (my words not theirs).
* Fixing fragmented and legacy systems remain a huge priority right now. Most enterprises are dealing with decades of either on-prem systems or systems they moved to the cloud but that still haven’t been modernized in any meaningful way. This means agents can’t easily tap into these data sources in a unified way yet, so companies are focused on how they modernize these.
* Most companies are *not* talking about replacing jobs due to agents. The major use-cases for agents are things that the company wasn’t able to do before or couldn’t prioritize. Software upgrades, automating back office processes that were constraining other workflows, processing large amounts of documents to get new business or client insights, and so on. More emphasis on ways to make money vs. cut costs.
* Headless software dominated my conversations. Enterprises need to be able to ensure all of their software works across any set of agents they choose. They will kick out vendors that don’t make this technically or economically easy.
* Clear sense that it can be hard to standardize on anything right now given how fast things are moving. Blessing and a curse of the innovation curve right now - no one wants to get stuck in a paradigm that locks them into the wrong architecture. One other result of this is that companies realize they’re in a multi-agent world, which means that interoperability becomes paramount across systems.
* Unanimous sense that everyone is working more than ever before. AI is not causing anyone to do less work right now, and similar to Silicon Valley people feel their teams are the busiest they’ve ever been.
One final meta observation not called out explicitly. It seems that despite Silicon Valley’s sense that AI has made hard things easy, the most powerful ways to use agents is more “technical” than prior eras of software. Skills, MCP, CLIs, etc. may be simple concepts for tech, but in the real world these are all esoteric concepts that will require technical people to help bring to life in the enterprise.
This both means diffusion will take real work and time, but also everyone’s estimation of engineering jobs is totally off. Engineers may not be “writing” software, but they will certainly be the ones to setup and operate the systems that actually automate most work in the enterprise.












