Jake Harris

I wanted freedom - I learned to leverage systems & build a Passive Wealth Machine™️ ⚙️ Sharing lessons learned 💵 CRE Investor & Advisor 🤓Sarcasm included

[Jake Harris @REjake23]

@bp22 Not really optimized for mobile or at least viewing via X to mobile. But looks better. 👍🏼

[Jake Harris @REjake23]

@realEstateTrent I have started having Claude proofread items and tell it there is something wrong with it as a gotcha. And see what it comes up with.

[Jake Harris @REjake23]

@ericosiu Not only can the agents break but as models get updated it can break or connections get lost. At times it feels like I am just the glorified api chaser, or a coding agent that needs me to click allow 50x to build something. It’s still early but it’s getting better each day

[Andrej Karpathy @karpathy]

It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the "progress as usual" way, but specifically this last December. There are a number of asterisks but imo coding agents basically didn’t work before December and basically work since - the models have significantly higher quality, long-term coherence and tenacity and they can power through large and long tasks, well past enough that it is extremely disruptive to the default programming workflow.

Just to give an example, over the weekend I was building a local video analysis dashboard for the cameras of my home so I wrote: “Here is the local IP and username/password of my DGX Spark. Log in, set up ssh keys, set up vLLM, download and bench Qwen3-VL, set up a server endpoint to inference videos, a basic web ui dashboard, test everything, set it up with systemd, record memory notes for yourself and write up a markdown report for me”. The agent went off for ~30 minutes, ran into multiple issues, researched solutions online, resolved them one by one, wrote the code, tested it, debugged it, set up the services, and came back with the report and it was just done. I didn’t touch anything. All of this could easily have been a weekend project just 3 months ago but today it’s something you kick off and forget about for 30 minutes.

As a result, programming is becoming unrecognizable. You’re not typing computer code into an editor like the way things were since computers were invented, that era is over. You're spinning up AI agents, giving them tasks *in English* and managing and reviewing their work in parallel. The biggest prize is in figuring out how you can keep ascending the layers of abstraction to set up long-running orchestrator Claws with all of the right tools, memory and instructions that productively manage multiple parallel Code instances for you. The leverage achievable via top tier "agentic engineering" feels very high right now.

It’s not perfect, it needs high-level direction, judgement, taste, oversight, iteration and hints and ideas. It works a lot better in some scenarios than others (e.g. especially for tasks that are well-specified and where you can verify/test functionality). The key is to build intuition to decompose the task just right to hand off the parts that work and help out around the edges. But imo, this is nowhere near "business as usual" time in software.

[Jake Harris @REjake23]

That's part of a process called Land Light

Build the value in the deal structure. Delete the Step and don't own it until you have to.

I'll be sharing more information on this process. Follow if interested

[Jake Harris @REjake23]

I was using @openclaw this weekend and was building out an Elon Algo Cron it got me thinking.

"The best process is no process."
- Elon Musk

Here's what that means for land development:

[Jake Harris @REjake23]

You just cut your capital exposure by 80-90% & Risk by almost 99%

NVR/Ryan Homes built a $20B company on this model.

Most small developers don't even know how to do this.

[Jake Harris @REjake23]

@Codie_Sanchez What happens when Ai humunoid robots start taking jobs of manual labor. How long until a @Tesla_Optimus can use a cordless nail gun? Use a shovel down in a trench to do a sewer pipe. Clean a window? Ai enabled excavator? It’s a wild time to be alive.

[Jake Harris @REjake23]

@ericosiu @openclaw Well I’m using Claude code as of this weekend starting to play with it. Looks like openclaw is soon to be next. I let go a VA I had this week I think Openclaw can replace them and operate 24/7. It’s wild times

[Jake Harris @REjake23]

IMO: Why Trump is talking about limiting institutional investors buying single family homes.

Have you read Win Bigly by @ScottAdamsSays . Trumps a master persuader, and there’s a reason he picked this topic. It’s already a hot button issue on the left - the whole “stick it to Wall Street” housing affordability angle. Trump (as a real estate guy) knows the reality is more complicated, but he also knows it’s a simple, emotional message that regular voters instantly get.

If he lets the left own it, it can turn into a real platform “vote for us, we’ll make housing cheaper.” Zohan is a good example of someone making this a centerpiece of his campaign. 

But if Trump claims it first, the left’s reflex is to oppose him - and suddenly they’re stuck defending institutional buyers or explaining why restrictions “won’t work.” Or whatever thing they come up with. That blunts the issue for midterm candidates too, because they either have to contradict their own party messaging or drop the angle cause it’s Trumps topic now. 

On the flip side, if the left actually supports restrictions, then you’ll see Blackstone/BlackRock and the rest lining up to lobby hard. That’s where they get the “rules with loopholes” version. carveouts like build-to-rent only, limits that are easy to structure around, portfolio thresholds, age of housing restrictions, whatever. Classic crony capitalism stuff - and Trump gets insider visibility into exactly how the loopholes get written.

Politically it’s a win either way, if the left fights him, he gets the headline and nothing changes. If they don’t, the money and lobbying machine shows up and the final policy likely gets watered down and takes a long time to get done. But short term is he blocks it from being a left topic for the midterms. That’s my 2 cents

[Jake Harris @REjake23]

Pygmalion effect. Or self believing prophecy. Whatever you believe, becomes your reality.

[Balaji @balajis]

AI OVERPRODUCTION

China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation.

Why? I’m just inferring this from public statements, but their apparent goal is to take the profit out of AI software since they make money on AI-enabled hardware. Basically, they want to do to US tech (the last stronghold) what they already did to US manufacturing. Namely: copy it, optimize it, scale it, then wreck the Western original with low prices.

I don’t know if they’ll succeed.
But here’s the logic:

(1) First, China noticed that DeepSeek’s release temporarily knocked ~$1T off US tech market caps.

(2) Second, China’s core competency is exporting physical widgets, more than it is software.

(3) Third, China’s other core competency is exporting things at such massive scale that all foreign producers are bankrupted and they win the market. See what they’re doing to German and Japanese cars, for example.

(4) Fourth, China is well aware that it lacks global prestige as it’s historically been a copycat. With DeepSeek, becoming #1 in AI is now something they actually consider possibly achievable, and a matter of national pride.

(5) Fifth, DeepSeek has gone viral in China and its open source nature means that everyone can rapidly integrate it, down to the level of local officials and obscure companies. And they are doing so, and posting the results for praise on WeChat.

(6) Finally, while DeepSeek was obscure before recent events, it’s now a household name, and the founder (Liang Wengfeng) has met both with Xi but also the #2 in China, Li Qiang. They likely have unlimited resources now.

So, if you put all that together, China thinks it has an opportunity to hit US tech companies, boost its prestige, help its internal economy, and take the margins out of AI software globally (at least at the model level).

They will instead make their money by selling inexpensive AI-enabled hardware of increasing quality, from smart homes and self-driving cars to consumer drones and robot dogs.

Basically, China is trying to do to AI what they always do: study, copy, optimize, and then bankrupt everyone with low prices and enormous scale.

I don’t know if they’ll succeed at the app layer. But it could be hard for closed-source AI model developers to recoup the high fixed costs associated with training state-of-the-art models when great open source models are available.

Last, I agree it’s surprising that the country of the Great Firewall is suddenly the country of open source AI. But it is consistent in a different way, which is that China is just focused on doing whatever it takes to win — even to the point of copying partially-abandoned Western values like open source, which seemed like the hardest thing to adopt.

On that point: they did build censorship into the released DeepSeek AI models, but in a manner that’s easily circumvented outside China. So, you might conclude they don’t really care what non-Chinese people are saying outside China in other languages, so long as this doesn’t “interfere with China’s internal affairs.”

Anyway —this is an area I’ve been watching, and my reluctant conclusion is that China is getting better at software faster than the West is getting better at hardware.

[Jake Harris @REjake23]

Aha moment: My talents aren’t about my “my success” - they’re God’s way of serving others through me. We’re created in His image not to “have glory”, but to love and serve others. Success may be an overflow benefit, but service comes first. This was a big mental shift

[Jake Harris @REjake23]

@AlexHormozi I pray for you and your family for comfort and solace in these hard times. Hopefully there will be some comfort in these fact that she is in heaven. ❤️🫶🏼🙏🏼

[Jake Harris @REjake23]

@landlawyerbrian If a 4/ac density only yields 182 lots on 65 useable acres. You should fire your engineer.

[Jake Harris @REjake23]

@ericosiu And both require ��Leveling Up” 😉

[Naval @naval]

Stay healthy, get wealthy, seek truth, give love, and create beauty.

[Jake Harris @REjake23]

@alec_marquette If you’re looking to sell to a production builder, work backwards on the value. Average Sales Price of new builds in the area. Say $500k is the ASP and then your Land Development (horizontal) cost, building and impact fees and cost of land should be 15-25% of that (ASP).