Brett @HoganBrogan makes a clear point worth reading:
Companies will own more of their software while buying the infrastructure underneath.
That’s our thesis at @graph8 . Build your own revenue workflows without rebuilding the dialer, outbound, data and scheduling.
We coined it: Programmable revenue.
Today we shipped graph8 MCP Unlimited.
Everyone can plug data into their AI now. The plumbing was never the hard part. Good contact data costing a fortune was.
So we made it unlimited. Free to start, $25/mo for everything, right inside Claude, ChatGPT, and Perplexity.
Comment "MCP" or repost and I'll DM you free Unlimited access. 👇
New: the graph8 MCP is now Unlimited.🚀
graph8 MCP Unlimited is live.
Your entire B2B data stack, now inside your AI. Connect it once and @claudeai , @ChatGPTapp , or @perplexity_ai can find, enrich, draft, and sequence prospects from a single chat.
20B intent signals. 750M contacts. Free to start.
Fifty leads at the top of your queue. Sort them newest-first, the CRM default, and about 2 ever buy.
Re-rank the same 50 on the funnel's own ladder (a test drive beats a long call beats silence) and about 13 buy.
Same leads, same reps. The label was the lever, not the model.
Programmable Revenue is our weekly research read: the GTM shifts before they turn into vendor language. Issue 01 is live, and the newsletter lives here: lnkd.in/eb7-Y2_c
Replying to @TrustVanta
@TrustVanta went from under $20M to north of $100M ARR in about 3 years against 40+ copycats. Same product, copied 40 times.
@KillCreek ran it, and her read is the least romantic in the CRO literature: execution is the only moat.
The strategy was never the problem.
Programmable Revenue is our weekly research read. You will find a deeper dive into Stevie's convictions in the latest newsletter: lnkd.in/eb7-Y2_c
Replying to @kylecnorton
@kylecnorton cut half his sales team 45 days into the CRO job at @owner , then hired a VP-caliber RevOps leader at six reps, and only then turned AI loose.
That order is the whole thing. Talent first, plumbing second, agents last. Most teams run it backwards and wonder why the agent scales the mess.
The order is what survives in real pipeline. Read the whole article here in this weeks Programmable Revenue: tenbound.com/programmable-re…
Every quarter someone tells me the fix is more activity. It almost never is.
Pipeline multiplies, so one rate beats all the volume: take your conversation rate from 15 to 20% and the same list books like a team a third bigger, with zero hires.
Full arithmetic in Issue 01 tenbound.com/programmable-re…
Wall Street thinks software is dying. They're wrong.
Multiples collapsed from 15x revenue to under 5x. That's software getting priced like every real business. 6-8x EBITDA.
I've sold companies at EBITDA multiples my whole career. With exits > $100M+.
What the bears are missing:
→ Global software market: ~$800B
→ Global labor market: ~$57T
→ AI isn't competing for IT budgets anymore, it's competing for payroll
Payroll is 70x bigger. Lower multiples + 70x larger TAM.
The panic is the opportunity.
AWS $100K/month → 70% savings with Hetzner + Cloudflare R2. "Cloud tax" is real.
We're spending ~$100K/month with AWS.
Ran the numbers on Hetzner + Cloudflare.
The math: 70% cost reduction.
The surprise: management got easier, not harder.
→ R2 replaces S3 with zero egress
→ CDN closer to clients than AWS
→ Fewer services = fewer things to break
The "cloud tax" is real. Most SaaS companies are running on infrastructure 5x more expensive than necessary.
Not because AWS is bad. Because nobody questioned the default.
10 startup rules I wrote in 2015.
4 companies later, here's what changed.
1. IC with agents, not team sprints
Was: Scrum for every team.
Now: One person with AI agents beats a bloated team in meetings.
2. Do everything yourself - once
Still true. AI helps you go deep fast. But you still need to do the job once to know when someone's full of it.
3. Ship same-day
Was: Update your website every quarter.
Now: Learn something Tuesday, ship it Tuesday. Waiting is a tax.
4. The power of not knowing
Still true. Newcomers dig deeper than experts who think they already know.
5. Lean on big companies
Still true. They teach you scale. Sometimes they buy you.
6. Great products drive everything
More true than ever. AI makes distribution cheap. Product is the only moat left.
7. Revenue first
Still true. Revenue is proof. Pitch decks are fiction.
8. Revenue is the strategy
Was: Think about earn-outs early.
Now: Earn-outs don't matter if you never hit revenue.
9. Customers don't know what they need
Still true. They'll pull you toward incremental fixes. Your job is to see the path they can't.
10. Everyone becomes an IC at 10x
Was: Flat hierarchy.
Now: The question is who owns what outcome, with what agents.
These worked for me. Might not work for you.
Which one do you disagree with?
Anonymous visitor hits your site. Reads 3 pages. Leaves.
48 hours later they're in a campaign.
Didn't fill out a form. Didn't chat. Just browsed.
graph8 connects visitor ID to the campaign engine. The handoff is automatic.
Most tools stop at identification.
+21.6% over GPT-5 is a big number, but I'm more interested in the method than the benchmark
they trained for conversation quality, not task completion. agents that ask fewer questions but better ones
we've been testing something similar — still early, but the hard part isn't generation. it's knowing when to shut up and listen
🚨 Carnegie Mellon just dropped one of the most important AI agent papers of the year.
It’s called “Training Proactive and Personalized LLM Agents.”
Here’s the wild part... they didn’t train agents to just complete tasks.
They trained them to talk better.
Most AI agents are task junkies: they execute, they don’t interact.
These new ones do three things simultaneously:
→ Productivity – actually finish the job
→ Proactivity – ask smart clarifying questions
→ Personalization – adapt tone, style, and behavior to you
They built a full interactive world called UserVille, filled with simulated users each with unique personalities and quirks (like users who only reply in JSON, or only answer A/B/C questions 🤯).
Then they trained agents using a new RL framework called PPP (Productive, Proactive, Personalized).
Results?
+21.6% higher performance than GPT-5 across complex engineering & research tasks.
Agents started asking fewer, sharper questions and mirroring user preferences automatically.
This is the future:
Not just agents that do things but agents that understand who they’re doing them for.
Paper: arxiv. org/abs/2511.02208v1
most agents forget what they learned 10 minutes ago
kosmos maintains coherent goals across 1500+ papers and 42K lines of code — the persistent world model might be the breakthrough here
we're attempting something similar for GTM. not sure it'll work the same way, but the architecture feels right
Today, we’re announcing Kosmos, our newest AI Scientist, available to use now.
Users estimate Kosmos does 6 months of work in a single day. One run can read 1,500 papers and write 42,000 lines of code. At least 79% of its findings are reproducible. Kosmos has made 7 discoveries so far, which we are releasing today, in areas ranging from neuroscience to material science and clinical genetics, in collaboration with our academic beta testers. Three of these discoveries reproduced unpublished findings; four are net new, validated contributions to the scientific literature. AI-accelerated science is here.
Our core innovation in Kosmos is the use of a structured, continuously-updated world model. As described in our technical report, Kosmos’ world model allows it to process orders of magnitude more information than could fit into the context of even the longest-context language models, allowing it to synthesize more information and pursue coherent goals over longer time horizons than Robin or any of our other prior agents. In this respect, we believe Kosmos is the most compute-intensive language agent released so far in any field, and by far the most capable AI Scientist available today. The use of a persistent world model also enables single Kosmos trajectories to produce highly complex outputs that require multiple significant logical leaps. As with all of our systems, Kosmos is designed with transparency and verifiability in mind: every conclusion in a Kosmos report can be traced through our platform to the specific lines of code or the specific passages in the scientific literature that inspired it, ensuring that Kosmos’ findings are fully auditable at all times.
We are also using this opportunity to announce the launch of Edison Scientific, a new commercial spinout of FutureHouse, which will be focused on commercializing our agents and applying them to automate scientific research in drug discovery and beyond. Edison will be taking over management of the FutureHouse platform, where you can access Kosmos alongside our Literature, Molecules, and Precedent agents (previously Crow, Phoenix, and Owl). Edison will continue to offer free tier usage for casual users and academics, while also offering higher rate limits and additional features for users who need them. You can read more about this spinout on our blog, below.
A few important notes if you’re going to try Kosmos. Firstly, Kosmos is different from many other AI tools you might have played with, including our other agents. It is more similar to a Deep Research tool than it is to a chatbot: it takes some time to figure out how to prompt it effectively, and we have tried to include guidelines on this to help (see below). It costs $200/run right now (200 credits per run, and $1/credit), with some free tier usage for academics. This is heavily discounted; people who sign up for Founding Subscriptions now can lock in the $1/credit price indefinitely, but the price ultimately will probably be higher. Again, this is less chatbot and more research tool, something you run on high-value targets as needed.
Some caveats are also warranted. Firstly, we find that 80% of Kosmos findings are reproducible, which also means 20% are not -- some things it says will be wrong. Also, Kosmos certainly does produce outputs that are the equivalent to several months of human labor, but it also often goes down rabbit holes or chases statistically significant yet scientifically irrelevant findings. We often run Kosmos multiple times on the same objective in order to sample the various research avenues it can take. There are still a bunch of rough edges on the UI and such, which we are working on. Finally, we are aware that the 6 month figure is much greater than estimates by other AI labs, like METR, about the length of tasks that AI Agents can currently perform. You can read discussion about this in our blog post.
Huge congratulations to our team that put this together, led by @ludomitch and @michaelathinks: Angela Yiu, @benjamin0chang, @sidn137, Edwin Melville-Green, Albert Bou, @arvissulovari, Oz Wassie, @jonmlaurent. A particular shout out to @m_skarlinski and his team that rebuilt the platform for this launch, especially Andy Cai @notAndyCai, Richard Magness, Remo Storni, Tyler Nadolski @_tnadolski, Mayk Caldas @maykcaldas, Sam Cox @samcox822 and more.
This work would not have been possible without significant contributions from academic collaborators @mathieubourdenx, @EricLandsness, @bdanubius, @physicistnevans, Tonio Buonassisi, @BGomes_1905, Shriya Reddy, @marthafoiani, and @RandallBateman3.
We also want to thank our numerous supporters, especially @ericschmidt, who has been a tremendous ally. We will have more to say about our supporters soon!
Voice AI for sales calls sounds simple until you build it.
Time to first audible speech matters more than anything. Below 300ms feels natural. Above it, humans notice the pause.
Spent weeks on the audio pipeline before the AI even mattered. The model is the easy part.













