I heard an incredible analogy from a VC friend that I can’t stop thinking about.
“The moat in software was the cost of building software. And Claude Code just mass produced a bridge.”
It’s wild when you think about the impact of this.
The SaaS boom produced a few dozen billionaires and a bunch of zero sum winners.
But the AI SaaS era will mass produce millionaires.
There will be fewer ServiceTitans hitting $5B valuations, and instead there will be 50,000 companies doing $500K-$5M each, run by 1-3 people with deep expertise and huge margins.
To be clear, I believe that the total value of software goes up, and the number of companies created goes up exponentially.
But the number of people who capture the value also goes up 100x.
I don’t believe in the “SaaS is dying” headline, I think it’s missing the point.
It’s simply that the power of SaaS is changing hands.
My dear American friends,
We British Christians would get excited when, once a year, Queen Elizabeth would make a mild but sincere reference to the love of Jesus Christ in her Christmas address.
In Charlie Kirks' Memorial service, watched by tens of millions, I just heard:
- Multiple clear presentations of the gospel from men like @robmccoyus and @DrFrankTurek with clear calls to repentance and faith
- Worship songs full of Scripture sung by tens of thousands live and millions at home
- Personal testimonies of lives transformed by the work of Christ and the witness of believers
- Demonstration and explanation of the value of marriage, child-rearing and family
- Calls to Romans 13 for the government to bear the sword for the protection of good and punishment of the wicked
- Declarations of spiritual warfare on the forces of evil and promises to endure no matter the cost
- Calls to be prophets and call the nation to repent
- More Scripture references and Bible readings than I can count
- And a widow publicly forgiving her husband's killer because Christ forgave his killers on the cross.
All of it done before, and by, the most powerful people in your nation and the world.
You guys should be on your knees thanking God for your country. It is a light to the world.
Never stop fighting for it.
The ones I looked at on Costco weren’t full spectrum. Maybe they have more now. Relaxacare was a lot cheaper than the big brands. I don’t have a dog in this fight. That was the lest I found for the price.
@MoMudge@Budgetdog_ I feel like relaxacare is extremely expensive. They have been spending too much on google add to convince the buyers. Costco sells similar products for a cheaper price.
@Budgetdog_ I got the one I linked. I didn’t want to have to run new electrical. This one works on a normal 15 amp circuit. Heats up in 20ish minutes. Feel free to DM me if you want to deep dive.
@Hero_OfThe_Day@BleacherReport Jerry Rice gives him a solid run for his money. I still fire it up a couple times per year. If you know how to play both players it’s a toss up.
@Budgetdog_ Just got out of our new one 10 minutes ago. (Only third time using it) I deep dived into this about 6 months ago. The more research I did the more I moved away from the main brands you hear about. It’s mostly just marketing. The important thing is full spectrum infrared.
Congrats to my moderate Democrat friends for handing Trump one of the most iconic political photos of all time.
You could have avoided this, if you’d been willing to stand up to the extremists in your party—the activists who called parents bigots for not wanting biological males competing in their daughters’ swim meets and showering in their locker rooms; the zealots who tried to replace the words mother with “birthing person” and nursing with “chest feeding”; the activists who demanded that violent male felons should be able to self-select into female prisons, and the academics who decided our kids should learn about pronouns in elementary school.
But you didn’t.
You knew this was all insane—I can’t count the number of you who, privately, said the words “you’re not going to believe the shit they’re teaching my kids in school” to me.
But you weren’t willing to confront and contain the extremists in your own ranks. So now Trump gets to be the guy who saves our daughters from getting tackled by male rugby players and exposed to male genitals in their locker rooms.
We gave Trump a mandate for this, and he’s already exceeding our expectations. And it’s all thanks to you.
Enjoy the next four years, because he’s only just getting started.
Here is the full video from Mark Zuckerberg announcing the end of censorship and misinformation policies.
I highly recommend you watch all of it as tonally it is one of the biggest indications of "elections have consequences" I have ever seen
The Emperor's New Clothes, 2.0
Hi Mike – Since you predicted Trump in a landslide, I’m wondering what you think of his most recent cabinet picks? And if you have any other predictions? I’m also curious to hear your general thoughts on the election, and hoping you can elaborate on your recent post about what the outcome might mean for mikeroweWORKS.
Dan Jennings
Hi Dan
A fine question for a rainy Saturday morning. I'll try to answer without alienating half the country.
First of all, I did not predict a Trump landslide. I did predict a red wave in 2022, which turned out to be wrong, and again in 2024, which turned out to be right. But I never predicted or endorsed the success of a particular candidate, and as long as I’m running an apolitical charity, I won’t do that. But that doesn’t mean I haven’t shared my thoughts on any number of policies that all but guaranteed the demise of the "expert class," and the return of a (relatively) conservative government.
For me, that all began with Fauci’s “noble lie” around masking, and the rank hypocrisy of so many elected officials in the lockdowns that followed. In my neck of the woods, that was best illustrated when Governor Newsom decided to arrest people for gathering publicly, even as he and his friends dined together at The French Laundry.
“People will forgive stupidity,” I wrote, “but they won’t forgive this kind of hypocrisy. Even in California, that kind of naked elitism will have consequences.”
Shortly after that, San Francisco passed an extraordinary law that allowed shoplifters to steal $1,000 worth of goods with no fear of prosecution.
“If you want to see a red wave,” I wrote, “just eliminate the consequences of stealing! People hate that!”
I wrote something similar a few months later, when CNN began describing obvious acts of violence and vandalism as, “Firey, But Mostly Peaceful Protests.”
“If CNN wants to see a conservative Congress in 2022,” I wrote, “all they have to do is tell Americans the world is not on fire, as everything around them is clearly burning."
I don’t know if those comments qualify as “predictions,” but I was a bit more direct in August of 2021, when the media told us the retreat from Afghanistan was a “success,” even as we saw bodies falling from that airplane taking off from Kabul. Even though we abandoned hundreds of our Afghan partners to the Taliban and needlessly sacrificed 13 American soldiers to a suicide bomber at Abbey Gate, we were told by many in the media that the decision to withdraw was “courageous.” Even though we could see with our own eyes, the nearly billion dollars of weaponry we left behind for the Taliban, we were told the retreat was a “long overdue triumph.”
A few days later on my podcast, I told Gary Sinise, “There’s just no way Americans will forgive this debacle. What's happened to our media?"
And then there was the whole, "Let's Go Brandon" thing. Millions were watching when a crowd of race car fans started chanting, "F@ck Joe Biden," and a reporter on the scene assured us that what they were really saying was "Let's Go Brandon." That was the day I started comparing our media to the swindlers in Hans Christen Andersen’s famous fable, The Emperor’s New Clothes, and that's the way I'll always remember the way this election unfolded.
For those unfamiliar, the Andersen fable centers on an impossibly vain emperor obsessed with fine garments. One day, two con men posing as weavers offer to make the emperor a magnificent outfit from a magical fabric that’s completely invisible to fools. The emperor hires them, and the con men set up looms in the palace and pretend to go to work. Then, a succession of government officials – including the emperor himself - visit the fake weavers to check on their progress. They can all see that the looms are empty, but they all pretend otherwise, to avoid being thought of as foolish. Ultimately, the emperor winds up parading through town stark naked, convinced that he’s fashionably adorned. As for the townspeople, they were too scared to acknowledge the spectacle before them. They just nodded and applauded and pretended that their emperor wasn’t naked.
For me, the last four years have been The Emperor’s New Clothes, 2.0. But unlike the original, this version had many chapters, courtesy of a media that was better at spinning yarns than telling the truth. After the "successful" Afghan withdraw, they told us our southern border was secure, even though we could see thousands of migrants surging across it. They told inflation was down, even though we could see the price of everything going up. They told us it was fair to force those who did not attend college, to pay off the loans of those who did, even though we all knew that doing so was profoundly unfair. They told us that Lea Thomas was a world champion female swimmer, even though we could see his decidedly masculine phallus straining against his ladies swimsuit, as he proudly accepted his trophy. And of course, they told us there was nothing wrong with our president. Not only was he “hale and hearty,” he was “running circles around his staff,” and “sharper and more vigorous than ever.” This is what we were told, not just by the media, but by Kamala Harris herself, even when we could see that President Biden was no longer fit to lead the free world.
In the original fable, it took a child in the crowd to snap the townspeople out of their trance, by speaking the awkward truth out loud. In America, it took a few (former?) liberals. Elon Musk, Joe Rogan, Michael Shellenberger, RFK, Jr., Matt Taibbi, Barri Weiss, Bill Maher...they all spoke an unpopular truth directly to their own tribes, and in the process, transformed this election into a contest between those Americans who no longer trusted the mainstream media, and those who did. Ironically, the most important “voice in the crowd” belonged to Sunny Hostin, a diehard liberal voice from The View, who asked Kamala Harris the most consequential question of the entire campaign.
“Would you have done something differently than President Biden over the last four years?”
To which Harris replied, “Not a thing that comes to mind.”
After that, it didn’t matter which Republican was on the ticket. Because in that moment, Kamala Harris told the country that she wouldn't have changed anything about the Afghan withdraw, or the cancellation of the Keystone Pipeline, or the war on Title IX, or the student loan forgiveness ploys, or the abandonment of basic biology, or the spiking crime rates, or any of the failed Covid policies…nothing. In that moment, Harris told us all that the Emperor’s new clothes still looked splendid. But this time around, the the townspeople weren't buying it.
As for mikeroweWORKS, I'm optimistic about what could happen in the coming months, just as I was in 2009, when I encouraged the Obama administration to reinvigorate the skilled trades with a national campaign. In the letter I wrote to him, I said, “It’s great that you’ve committed to creating 3 million shovel-ready jobs but filling those jobs will be a lot easier if the country has a greater appreciation for people who work with shovels.” Here's a copy of that letter. https://t.co/kFlYI3IcYs
I feel the same way today, although today's opportunities require a lot more expertise than the ability (or the willingness) to pick up a shovel. Today, it’s imperative that we make a more persuasive case for the many essential jobs currently unfilled. As I wrote last week, the math has become untenable. For every five skilled worker who retire, two replace them. A 5:2 ratio is not sustainable, and something has to be done to turn the ship around. At mikeroweWORKS, we're committed to expanding our scholarship program, as well as our work ethic curriculum, which is now in 53 schools. If the new administration likes what we’re doing, I’d welcome their support, and happily explore ways we might work together.
As for the cabinet picks, I’ve already written about RFK, and the whole VP thing. I suspect he’ll disrupt a great many things in HHS, assuming he survives the confirmation process, which should be a hell of a thing.
Likewise Pete Hegseth, who I interviewed last year, and believe to be committed to returning our armed forces to the meritocracy they once were. If you want to know exactly where’s he’s coming from, read his book – The War on Warriors: Behind the Betrayal of the Men Who Keep us Free. He pulls no punches.
Neither for that matter, does Dr. Marty Makary, who just got tapped to run the FDA. I’m supposed to interview him in a few weeks, and I'm looking forward to it. His book is called “Blind Spots: When Medicine Gets it Wrong” which is also excellent.
I also had a great conversation with Vivek Ramaswamy, the only presidential candidate that I invited onto my podcast. My reason was simple. I had read that Vivek had promised to never read a political speech from a Teleprompter. I wanted to ask him why, because I believe that the TelePrompter has become the enemy of authenticity, and I was delighted to learn that he agreed.
Ironically, the TelePrompter was designed to improve the connection between a broadcaster and his audience. But today, in a world where people have become suspicious of anything that feels fake or manufactured, it's accomplished the exact opposite result. Think about it. What could possibly be less persuasive to a citizen in 2024, than a politician or a news anchor pretending not to be reading someone else’s words, when everyone knows that they are? What could be more performative or less authentic than that? For that matter, what could be more hilarious, or more revealing, than the panicked face of a sweaty pretender when their TelePrompter suddenly stops working, and the townspeople finally see just how naked they are without it?
As for predictions, I’ll leave you with three.
1. Politicians and anchormen who continue to rely on TelePrompters are going to become less and less persuasive to more and more people.
2. Media outlets that continue to tell us to ignore what we can plainly see with our own eyes will lose their audiences and go bankrupt.
3. Gen Z will eventually become the tool-belt generation, prosper wildly in the trades, and save the county.
Carry on,
Mike
@JonAcuff I just went to your sight to order the 2025 Finish Calendar. 😢 2024 was my first one and you got me hooked. Any recommendations on alternatives?
Revenge of the Silent Male Voter
What I learned about Trump's landslide victory from one night in New York City.
On election day, I caught the subway from Brooklyn to Manhattan. Sitting across from me an elderly woman wore a t-shirt with the image of Trump pumping his fist in the air with the words “fight, fight.” A small "I Voted" sticker was pressed onto her lapel.
She sat with an easy confidence. There were no disapproving glances from other passengers. There was no tension. No conflict. It struck me that in 2024 it was now perfectly acceptable to express support for Trump in a deep blue (Democratically held) city. As I travelled to my destination I wondered: if one could support Trump this openly in New York City, what might support look like in the rest of the country?
A few hours later I attended an exclusive well-heeled party. I spoke to various professionals who said that they had never voted Republican in their lives, but had voted for Trump that day due to his support—in their words—“for the Jews”. These Manhattanites told me that Kamala was too sympathetic to the “pro-Hamas contingent” of the far-Left, and at a time of rising antisemitism, they couldn’t bring themselves to support her. This small group of cosmopolitans represented a contingent far-removed from the stereotypical MAGA voter. And yet listening to their views, it again occurred to me: if I could find such support for Trump in the middle of a Democratic heartland—what might it look like in the rest of the country?
When I arrived at my final stop of the evening—a private underground bar in the Lower East side of the city—a celebratory atmosphere had begun to explode. The betting markets tipped a Trump win, and online supporters of Harris started to express acceptance of defeat. The beer here had already run dry. It was so bustling that it was hard to move, with young men in their twenties and early thirties outnumbering women by 2:1. These men were diverse: white, black, Hispanic, Asian. A few wore Trump caps, but the aesthetic was more like a university dorm than a MAGA rally. “This is the counter-culture” one party goer told me. "This isn't just about Trump," another said. "It's about Vance and Musk. It's about American dynamism."
In the coming days, much will be written about working class concerns—issues that have become familiar focal points for those seeking to understand Trump’s support. But while inflation and border policies will have no doubt played a role in the Republicans’ landslide victory, we might also want to look at the sentiments expressed by young male voters—voters who represent a new and emerging contingent in American politics. Nothing about the young men I spoke to appeared particularly conservative or “right-wing”. Yet it was easy for them to explain why they voted for Trump. And if we zoom out and look at broader cultural trends, it should be easy for us to understand too.
If we take a macro perspective, we see that such young men have never known a culture in which males are not routinely described as “problematic,” “toxic,” or “oppressive”. Going to university, and working at modern companies, they live in a world of Diversity Equity and Inclusion policies—many of which promote an insidious and pervasive form of anti-male discrimination. Yet to talk about it in public invites social ostracism. To criticise DEI is to risk being called a Nazi.
These young male voters know about theories of patriarchy and white supremacy, but they have never known a culture which celebrates the Great Man Theory of history. Thomas Carlyle’s nineteenth century framework for understanding the past is seen as an anachronism, not worthy of serious thought. Today we acknowledge historical figures not for their feats, but for their crimes. Whether it is due to slavery, colonisation, racism, or sexism, we tear down the monuments of our past, while building no new heroes for our future.
The problem with this way of viewing the world is that it is alienating and self-defeating. It is also wrong. By any objective standards Elon Musk is a great man of history, who is influencing the course of human civilisation for generations to come. As one party-goer told me “he caught a fucking rocket with mechanical chopsticks.” Yet despite his achievements, Musk is more likely to be scorned than celebrated by the Democratic establishment.
This tension between achievement and resentment explains much about our current moment. The young men I met that night in Manhattan weren't just voting for policies. They were voting for a different view of history and human nature. In their world, individual greatness matters. Male ambition serves a purpose. Risk-taking and defiance create progress.
This is why the Trump victory transcends conventional political analysis. It represents more than a rebuke of border policies or inflation rates. It signals a resurrection of old truths: that civilisation advances through the actions of remarkable individuals, that male traits can build rather than destroy, and that greatness—despite our modern discomfort with the concept—remains a force in human affairs.
The elderly woman on the subway, the Manhattan professionals, and the young men at the underground bar all sensed a shift. They saw in Trump not just a candidate, but a challenge to a psychosocial orthodoxy that has dominated American institutions for a generation. Their votes marked not just a political preference, but a cultural correction.
As the final results came in that night, it became clear that what I witnessed in New York was playing out across the nation. The election wasn't just a victory for Trump. It was a victory for a way of seeing the world that many thought dead: one where individual achievement matters, where male ambition serves a purpose, and where great men still shape the course of history.
Read the full article here-->
https://t.co/rSoptfam9o
MSNBC’s Morning Joe now says men shouldn’t be able to compete against women in sports and Democrats shouldn’t be allowing it. The woke mind virus is in full retreat in the bright light of an election ass kicking.