dan shipper

T3 · host / generalist
1 call·1 name·100% bull·last heard 3 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$EVERYEveryposition

Every scales 4→30 people post-GPT-3; Codex native apps define new UX paradigm

Agentic AI tools (Codex) enable small teams to automate knowledge work; 'Codex native apps' where agents collaborate in-browser represent next UX wave; SaaS resilient as 99% won't maintain self-built software.

TBPN2026-05

most discussed · click a bar to filter

1 total
$EVERY
Every
HIGHdan shipper·TBPN·3 months ago· position
Every scales 4→30 people post-GPT-3; Codex native apps define new UX paradigm
Agentic AI tools (Codex) enable small teams to automate knowledge work; 'Codex native apps' where agents collaborate in-browser represent next UX wave; SaaS resilient as 99% won't maintain self-built software.
"we've grown from four to almost 30 people since GBT3... codeex is my daily driver now and it's fantastic... I really think that is going to be a significant user experience type t…"
51:18