Peter Rex

Empowering: Tech, Real Estate, Investing. Bio at

[Peter Rex @PeterRex]

@nicrypto Agentic AI running in the background without oversight is the actual problem. Tool needs commanding, blanket deployment is how you blow the budget

[Peter Rex @PeterRex]

@BrianSozzi Power piece in that number is a big constraint. Compute spend goes nowhere if the grid cant scale w it

[Peter Rex @PeterRex]

@DMichaelTripi Companies treating AI as replacement keep learning the hard way. Tool works alongside good people, not instead of

[Peter Rex @PeterRex]

@PeterDiamandis Never been an easier time to start. We will see many more startups in general in the next decade. Some good some bad, but prob a net benefit for consumers

[Peter Rex @PeterRex]

@AdamMGrant AI handles the polish, not the thinking. Real ideas come from wrestling and you cant outsource the wrestling

[Peter Rex @PeterRex]

Founder-business fit is one of the most important things that many ignore

You can pick a great market, hire great people, build a real product, and still lose if it doesnt match who you actually are and what you actually care about

For example: I considered being a pastor, a missionary, a teacher. Wasnt what I was meant to be tho.

Same thing inside companies. Pick the model that fits how you actually run, and its gotta be something you actually have enough experience in to really care about. Not just what someone else says you should do

[Marc Randolph @marcrandolph]

If the way your company is built to grow doesn’t match the way you’re built to operate, you’re going to spend every day fighting yourself.

And you’ll lose.

[Peter Rex @PeterRex]

@marcrandolph Self-awareness on this saves you years. Why I hire for missionaries that will actually buy into something

[Peter Rex @PeterRex]

@milesdeutscher AI raised the floor for the average and removed the ceiling for the exceptional.

[Peter Rex @PeterRex]

@DaveShapi Not sure I agree with 1, I think there is a bubble. Tech can be real and bubbly at the same time.

I do however agree on #3. AI is a tool to be commanded and not the other way around 💯

[Peter Rex @PeterRex]

@sweatystartup Most definitely. Can be transformative tech and a bubble at the same time. Look at dot com bubble. And fwiw I think its going to continue to get crazier before the pop

[Peter Rex @PeterRex]

@AIHighlight Tools will fake the conditions of success when no one is checking, exactly why humans shouldnt leave everything entirely up to AI

[Peter Rex @PeterRex]

@PeterMallouk Yep. Another lesson is leaning in during the drawdowns, thats where some outperformance comes from

[Peter Rex @PeterRex]

@KobeissiLetter Same category that was supposed to die first is adding the most seats. Doom takes aging poorly

[Peter Rex @PeterRex]

@jonbrooks Lots of recalibrating going on. Each market finds the level local incomes can actually carry

[Peter Rex @PeterRex]

@jasonlewris Multi-year decline still working through. More markets fall in line each month. Sellers cutting alone doesnt fix it, buyers wait til theyre ready

[Peter Rex @PeterRex]

Where are we in the AI Boom?

AI is formidable, persistent, and growing in value. I analogize where we are with AI today to where the internet was in the '90s.

The real question is: where exactly are we on that timeline? Are we at '99? I don't think so. I think we're more like maybe 1995. There is still a long way to go.

Because of that, I don't think this is about to blow up anytime soon. I think it’s actually going to get way more crazy before it finally corrects. You might see some small corrections here and there, but the momentum is going to keep going.

When it eventually does blow up, it’s hard to say exactly where or how. You can never underestimate the irrationality of humans when a bubble starts to form.

Thoughts?
@rohanpaul_ai @damianplayer

[Peter Rex @PeterRex]

@420Analytics @HackForumsNet @Hedgeye Def makes sense 👍

[Peter Rex @PeterRex]

@itslennyj @Barchart Def some different factors involved

[Peter Rex @PeterRex]

@charliebilello Cheap money era hangover finally showing up in the macro numbers

[Peter Rex @PeterRex]

@EconguyRosie Part of what happens when new builds dont make as much sense money wise. Costs blew up, rents soft, devs walked…