Raphael J Kappeler

Swiss entrepentuer in Latam. Building REWORTHAPI, where banks earn from ads, not burn on rewards. 🇲🇽🇦🇷 🇨🇴 🇧🇷 Businesses that join us get 10x+ ROAS

[Sonny @rawespresso]

Sit on any UK commuter train at 7:43am on a Monday and you'll see something that should be more uncomfortable than it is.

A carriage of adults in their thirties and forties, standing up shoulder to shoulder, headphones in, eyes locked on the floor or their phones, completely silent. Some of them have been doing this exact journey for 6, 8, 12 years.

Nobody is talking, nobody is making eye contact, and everyone has already rehearsed the next 12 hours in their head before the train has even left the station.

This is what the country quietly calls 'a good job in the city.'

[Garry Tan @garrytan]

Bob McGrew has a framework I keep thinking about: in the AI future there are only two jobs. The Lone Genius and the Manager.

That's it. Everything else gets absorbed.

The Lone Genius is the person sitting alone at a computer, amplified 1000x by AI. One person with taste, vision, and relentless focus who can now do what used to take a team of 50.

The Manager is the person who becomes CEO of their own "firm" where most of the employees are AI agents. They define the goals. They decide what matters. They coordinate. The AI does the execution.

The Marxists will hear "two jobs" and panic. "What about everyone else?!" But here's what they're missing: AI doesn't shrink these two categories. It explodes them open. More people get to be geniuses. More people get to be managers. The barrier to entry for both just collapsed.

What actually gets eliminated? David Graeber called them "bullshit jobs." Graeber was no libertarian! He inspired Occupy Wall Street.

His words: "Huge swaths of people spend their entire working lives performing tasks they secretly believe don't really need to be performed. The moral and spiritual damage that comes from this situation is profound. It is a scar across our collective soul."

Graeber said bullshit jobs are "a form of spiritual violence directed at the essence of what it means to be a human being." They induce "hopelessness, depression, and self-loathing."

This is who the left should be fighting for. Not to preserve those jobs. To liberate people from them and give them better ones.

The dirty secret of the modern economy: millions of people sit in roles so pointless that even they can't justify their existence. Compliance layers. Reporting layers. Coordination layers. Meeting-about-the-meeting layers. They know it's meaningless. It eats them alive.

AI eats those layers. Good. That's a jailbreak.

What I love about Bob's framework is where it points. The Lone Genius used to require a PhD, a lab, institutional backing. Now a 19-year-old with taste and Codex can ship what took a research team a year. The genius bottleneck was never talent. It was access.

The Manager used to mean you needed to hire 50 people, raise money, build an org chart. Now you can orchestrate a fleet of AI agents from your laptop. The management bottleneck was never skill. It was capital.

AI doesn't concentrate genius and management into fewer hands. It distributes them into more hands. The working class kid in West Virginia. The single mom in Ohio. The 55-year-old who got laid off and now builds software for the first time. Those are some of Bob's future geniuses and managers.

The best founders I see at YC are already living this. They toggle between both modes in the same day. Morning: lone genius, creative insight, the thing nobody else sees. Afternoon: manager, spinning up agents, steering, shipping.

The cycle time between genius and manager IS the new productivity metric.

So when someone tells you AI means "only two jobs and everyone else starves," quote Graeber to them, they’ll get it.

Graeber knew the real violence was making people do meaningless work and pretending it was dignity. AI ends that. More genius. More agency. Fewer spiritual prisons.

[Raphael J Kappeler @KAPPRJ]

@Jason I am in

[Raphael J Kappeler @KAPPRJ]

When you stop doing busywork you can actually focus on the things that matter, thank you AI! We are now partnering with some of Mexico's largest businesses. Much more to come 🏁 🇲🇽

[Raphael J Kappeler @KAPPRJ]

Argentina just cut poverty in half in 2 years. 53% → 28%. Milei embraced full free market and the doomsayers were wrong. Hayek wrote the playbook 80 years ago in his book The Road to Serfdom. It still works.
Excited for Reworth to be live in 🇦🇷!
https://t.co/5Y89mKa9zl

[Santiago Fossatti @safossatti]

Kaszek + Anthropic en CDMX, este Jueves.

Si estás construyendo algo serio con IA, este es el evento. El equipo de Anthropic va a compartir sus productos, APIs y casos de uso reales, con espacio para Q&A.

Cupos muy limitados. Apliquen ahora!

https://t.co/BlqNljDPCm

[Raphael J Kappeler @KAPPRJ]

@fivosaresti GTME

[davidad 🎇 @davidad]

Voluntary commitments to AI slowdowns were a nice idea in 2024 when it was plausible that they could be baby steps toward a multilateral agreement that would contain the intelligence explosion. For a variety of reasons this is no longer plausible.

Anthropic is doing good here.

[Ray Dalio @RayDalio]

https://t.co/tjmbT5ytUN

[Raphael J Kappeler @KAPPRJ]

@carlosjgarciao Congratulations!

[Raphael J Kappeler @KAPPRJ]

@PrajwalTomar_ @Lovable Deck

[Jeffrey Skoll @jeffskoll]

I wanted to say a few words about @Tesla and @elonmusk regarding their decision, announced during yesterday's earnings call, to end the production of the Model S and X in Q2 this year.

From the start, I have been a giant fan, investor and supporter of Tesla. I was the happy purchaser of the 2008 Roadster and 2012 Model S, both VIN #003. I continue to hold them in pristine condition until one day they go into either the (hopeful!) Tesla Museum or another tech or automotive museum. I still drive my 2010 Roadster and I have owned a number of Model S's and Model X's over the years.

As I once told Elon, the Model S (Motortrend's Car of the Year for 2012) goes alongside the PC, Mac, iPad and iPhone as the greatest consumer tech products ever created, in my opinion.

I recently upgraded my personal, older Tesla's with 2026 Model S's (Plaid and Long Range) and a 2026 Model X Plaid. They are all the best cars I have ever owned. I did this even knowing that the writing was on the wall that they would be discontinued as the sales numbers were a rounding error compared to the Model 3 and Y. I did buy a 2026 Model Y as well when it came out...it is an excellent car and at the price, a very good value.

Over the years, I also subsidized employees across my various organizations with a $7500 credit towards the purchase of a Tesla...and that was on top of the Federal EV credits when they existed. I am proud to have introduced 100s of people to owning Tesla vehicles, especially in the early days when the sales mattered.

While I will miss future versions of the S and X, I have no doubt that Tesla will continue to make great cars and the FSD is now amazing, so I have little doubt that whatever package the FSD is wrapped inside, it will be a great experience.

Elon always said that Tesla was intended to be more than a car company and today it is already a major player in renewable energy, manufacturing, software and well on its way to being a winner in robotics and whatever future areas of tech hold the most promise.

So farewell to the Model S and X, with gratitude for the many years of enjoyment and hello to the future!

[Raphael J Kappeler @KAPPRJ]

@jasonlk We forgot how to just do the thing without an audience. More do, less posting.

[Raphael J Kappeler @KAPPRJ]

@rohitdotmittal Amen. Did al of it, and still falling into traps

[Raphael J Kappeler @KAPPRJ]

@HarryStebbings @HarryStebbings And then comes the knock-on effect: key employees leaving for the UAE too, means more lost tax revenue, lower consumption at home, and a drain of talent.

[Raphael J Kappeler @KAPPRJ]

@clairevo What's your TAM 🤔

[Raphael J Kappeler @KAPPRJ]

@HarryStebbings Rachel Reeves: “Relax… growth is simple. We just raise NI, hike property taxes, freeze inheritance thresholds, and tweak VAT. Boom, budget fixed, confidence restored, economy sorted."

[Raphael J Kappeler @KAPPRJ]

@jasonlk We debate a lot about this very topic. Interesting take. Our main issue is about the different needs in onboarding, and then reporting, and which ones to prioritise in product.

[Raphael J Kappeler @KAPPRJ]

@jasonlk Don't run out of money. The magic baseline.

[Raphael J Kappeler @KAPPRJ]

@jasonlk @Replit What if Salesforce, Notion, and HubSpot integrated Vibe coding capabilities, enabling you to hyper-personalize workflows and interfaces on top of their proven platforms