Vulture Capitalists

[Vulture Capitalists @VultureCap001]

💯

Game changer once you try the hw13 or 14. It was a little jerky earlier I am told but 2026 models are good

[Kristin Hendricks @KHdimples]

NY friend tried Tesla FSD in driver's seat for the 1st time. 🤣 She'll buy a Tesla next; loved it after her test drive! Butts in seats... 99% are still unaware how good FSD is now. Visit a @Tesla showroom w/ a friend to try.

[Vulture Capitalists @VultureCap001]

@wolfsxblood24 Yea Quiznos was a better product (for me)

[Vulture Capitalists @VultureCap001]

@toddsaunders Would love an intro

[Vulture Capitalists @VultureCap001]

@ivanburazin So true.

So much for doing “our job” of finding nuggets

[Vulture Capitalists @VultureCap001]

@brycent You mean greatest “copycat” ever invented

[Vulture Capitalists @VultureCap001]

@davidsenra @JonathanRoss321 Wow 🤯

And then they pride themselves on independent thinking

Seriously why has this “hidden” VC group chats been exposed? Why is it not collusion.

Every founder who gets a term sheet, swears that within 6 hours you get 10 more. So info does leak - how?

[GREG ISENBERG @gregisenberg]

Build startups for agents. I think it's the biggest opportunity of the next 10 years.

1. Agents live inside harnesses like Hermes. If you're the tool it loads by default or reaches for first, you're golden. This happened in desktop, mobile eras and created huge companies.

2. Agents burn money in ways no human would. One bad loop spends $100 in tokens in eight minutes. Spend controls for agents is Ramp for agents.

3. Agents need memory they can trust. Become the shared brain they read and write to and you become infrastructure.

4. You obv don't hand an agent your real Stripe account. You give it a sandbox. Safe environments for agents is a category nobody's clocked.

5. Onboarding flips. Humans click around for ten minutes. Agents onboard by reading your docs. Your docs are now your product.

6. Agents get scammed by other agents. A track record you can check before you trust one becomes real money.

7. An agent needs to prove it's acting for a real person and has the authority to spend. Who builds the permission layer?

8. Escrow for machines. Money that only releases when the job is actually verified done, no human checking.

9. Agents fail silently and weirdly. Someone will build the "why did my agent do that" replay and it'll be mega valuable.

10. Refunds and disputes between agents need a judge. An agent did the job badly, who decides? A court for machines.

11. Agents need throwaway payment methods per task, so they don't leak your real card. Virtual cards for agents, spun up and killed on demand.

12. A human hits rate limits and shrugs. An agent hits them and the whole workflow dies. Selling reliable, high-throughput access becomes its own business.

13. Agents need to negotiate. One agent buying from another will haggle on price and terms in milliseconds. The protocol for that doesn't really exist yet.

14. When an agent commits on your behalf, someone's liable. A legal and insurance layer for agent actions has to get built. Probably venture funded idea.

15. Agents need to run 24/7 somewhere. Selling the always on box an agent lives on is going to be a big business.

16. Then the physical world shows up. A warehouse robot paying for its own compute. A home robot ordering its own parts. Machines with wallets.

17. Agents start hiring robots. A software agent posts a real world job, a humanoid picks it up. A marketplace for machine labor.

18. Robots need to prove they did the physical job. Verification of real-world work, photos, sensors, proof, becomes its own layer.

Note: more ideas like this will be shared on @ideabrowser

19. Prompt and skill versioning becomes its own git. When your agent gets worse overnight, you need to roll back the exact skill or instruction that broke it. Version control built for agent behavior.

20. Agents will start subscribing to other agents. Your research agent pays a monthly fee to a specialist agent that's really good at one thing. Recurring revenue, machine to machine.

21. Companies will post jobs that only agents can apply to. "Wanted: an agent that can do XYZ for under like $100 per task." A job board where the applicants are all machines. Basically, fiverr for machines.

The internet got built for people. Mobile got built for people. This wave gets built for machines, and we're as early as it gets.

Go build for them.

[Vulture Capitalists @VultureCap001]

What about big tech that has been letting go of so many people?

Net net data may have settled for itself as talented people are still needed but where is the “extra” work is being created?

Internet and all previous tech revolutions were different - it was productivity and some displacement. For the first time we have intelligence being commodotized. So I am not yet sure if “it has never happened” before framing works

[Andrew Yeung @andruyeung]

I like this acronym: MANGOS

Meta
Anthropic
NVIDIA
Google
OpenAI
SpaceX

Mangos ftw

[Vulture Capitalists @VultureCap001]

Good one ☝️

[Aakash Gupta @aakashgupta]

A marketing book from 1966 sells for $700 a copy while every coding skill from 5 years ago is worthless. The gap between those two facts is the most useful career insight you'll read this week.

Breakthrough Advertising by Eugene Schwartz sold a few thousand copies, went out of print, and never got updated. First editions now trade for $700+. The official reprint costs $125 with the original text untouched, and the "5 levels of awareness" Dan references here come straight from it. A 60-year-old book still runs the backbone of every funnel on the internet.

Same pattern everywhere you look. Maslow published the hierarchy in 1943. Cialdini's Influence came out in 1984 and has sold over 5 million copies. Aristotle wrote Rhetoric 2,300 years ago and law schools still assign it.

Now flip to technical skills. jQuery was a career in 2012. Objective-C mastery peaked in 2014. Prompt engineering went from $335K job listings to a solved problem in about 18 months. Each one depreciated the moment its underlying platform shipped an update.

Skills depreciate on the release schedule of their target. Technical skills target machines, and machines update yearly. Persuasion targets the human brain, which last shipped a major update roughly 50,000 years ago.

Every skill is a bet on the stability of its substrate. The brain is the only substrate with no roadmap.

[Vulture Capitalists @VultureCap001]

@Izengabe_ Omg

[Vulture Capitalists @VultureCap001]

Now that’s some serious off the beat idea.

As crazy as it sounds, blue states are indeed headed for a bailout (or switch off the AC situation).

Maybe that’s the type of black swan event that hits us and not china - US war

[dnap @dnapway]

David Friedberg predicts AOC will be President and says red states might leave the U.S. if she wins

"I do predict AOC will be president. I would say AOC would be my front runner based on the extraordinary cost of living and wealth disparity. Those two things are going to continue to drive the socialist movement over the next 24 months."

"And if AOC comes in and they bail out California and they federalize California's liabilities, you're going to see parts of this union, the red states... say, why should we be part of this union anymore?"

"We don't want to pay for all of these liabilities that these blue states have accrued and that we are now being asked to bail out. And that is where I think you face a crisis of the union in the years ahead."

[Vulture Capitalists @VultureCap001]

@venturetwins Please visit Singapore changi airport. We used to have this and even better for years but yea great experience!

[Sakib Jamal @skbjml]

If you’re moved by Cabo Verde’s world cup run, pay a visit to the country!

There’s a direct flight from Rhode Island to Cabo Verde (~7 hours) - a boost to the tourism industry would be a fitting tribute

[Vulture Capitalists @VultureCap001]

@realAkashAnand Research

[Vulture Capitalists @VultureCap001]

Is this for even real?

[Fox News @FoxNews]

JUST IN: NYC Mayor Zohran Mamdani used America’s 250th anniversary to sharply criticize the country, accusing the U.S. of allowing children to go hungry while billionaires and “oligarchs” gain more power.

He said America’s wealth was built by working people with “calloused, dirt-streaked hands" while accusing the country of allowing the wealth built by workers to be concentrated in “the soft hands of a precious few.”

[Fox News @FoxNews]

JUST IN: NYC Mayor Zohran Mamdani used America’s 250th anniversary to sharply criticize the country, accusing the U.S. of allowing children to go hungry while billionaires and “oligarchs” gain more power.

He said America’s wealth was built by working people with “calloused, dirt-streaked hands" while accusing the country of allowing the wealth built by workers to be concentrated in “the soft hands of a precious few.”

[Vulture Capitalists @VultureCap001]

@RedWavePress Great. So he will fine or fire himself?

[Vulture Capitalists @VultureCap001]

@jolingkent And of course those NGOs won’t be related to NY politicians. Money would never ever be used for any favors back

[Vulture Capitalists @VultureCap001]

@fwtimini I am with you