@JobMobz was recognized as one of the top RPO providers in the US for 2022.
A huge congratulations to our Recruiting teams who enabled us to provide world class outcomes and a special thank you to our amazing customers.
https://t.co/4b7XY8jAPC
I Responded to One of the Spam Texts From a “Recruiter”—Then Took the Job. It Got Weirder Than I Could Have Imagined. <- must read https://t.co/9OGYlcqtDJ
AI Infrastructure Is the New SaaS.
In 2015 you built SaaS on AWS.
In 2025 the biggest winners will own the land, the power, the cooling, and the custom chips for AI.
Everyone’s talking about AI apps. Few are talking about the fact that the apps will be at the mercy of whoever controls the compute.
This is how the stack always plays out:
Step 1: Gold rush at the app layer
Step 2: Margins get crushed, competition floods in
Step 3: The real winners emerge in the picks and shovels
If you control the infrastructure, the recurring revenue looks a lot like SaaS but with far higher switching costs and far fewer competitors. Owning AI infra in 2025 is like owning AWS in 2008.
The apps will come and go.
The infrastructure revenue never stops coming in.
The next $100B empires won’t just be AI LLM's they’ll own the rails:
- Land
- Energy
- Servers
- Cooling
- Manufacturing
This is AI Infrastructure as a Service. Think cloud kitchens but for AGI. Build the stack, lease the system.
Everyone chases AI apps.
I’m rolling up boring SaaS in:
Bookkeeping
Accounting
Tax
Why?
High margins. Low churn. Unsexy at scale = unstoppable.
You either own
1) LLM base layer
2) AI app layer (less sexy imo)
3) Nice data
4) Market penetration
I choose #3 & 4 all day.
In my experience whenever I've offered to help for "free" people no show or reschedule.
But when I consult people show up and take it seriously.
That's why I set up an Intro account.. makes it easier if people want 15-30 minutes.
Episode 3 of @goingpublic is now streaming!
Rising mogul @JesseTinsley is put to the test, while Jay Yu, Founder & Chairman of @nano_nuclear (NASDAQ: NNE) hosts a sky-high challenge.
We caught @JesseTinsley mid-chess match saying, “Everyone in NYC has a nice watch.” But @nano_nuclear founder Jay Yu reminded us that Jesse doesn’t buy watches; he buys companies.
Episode 3 drops at 9 AM tomorrow. Don’t miss it.
Want to get rich?
Forget the apps AI, crypto hype and competing in competitive spaces instead ...
Read my friend Nick Huber's new book The Sweaty Startup. Simply put boring businesses = wealth creation.
Tune in next week as I’m featured on Going Public streaming on X Originals.
High-stakes deals, bold moves, and a few humbling moments along the way.
Building empires isn’t always pretty but if you’re playing the long game... it’s always worth it.
🚨 Episode 3 Sneak Peek 🚨
From firefighter to founder to acquisition ace, @JesseTinsley is building a SaaS empire. So we brought him face-to-face with another master of scale: Jay Yu of @nano_nuclear ( $NNE ).
Can Jesse match Jay's sky-high success?
Find out Tuesday on 𝕏.