Mike

Head Hustler• Working on some interesting stuff@UMKHOMEBUYERS

[Mike @mikekanu]

“You Are Not Late” https://t.co/iCvNDTdcvA

[Mike @mikekanu]

@pmarca It's a cycle! 1880s it was Anti bicycle movement, Doctors claimed Riding caused bicycle face on people

[Mike @mikekanu]

@Jason @ianbremmer

[Mike @mikekanu]

@ChrisRamsey60 What's your buybox?

[GREG ISENBERG @gregisenberg]

How to build a vertical AI agent cash-flowing startup:

find painful workflow in a boring industry → talk to 10 people who do that workflow every day → map every step, every tool, every spreadsheet, every phone call →

do the workflow manually first → be the agent before you build the agent → find the edge cases that break everything → document them in obsidian as structured markdown →

set up your agent stack → hermes for the harness → obsidian vault as the knowledge base → composio for authentication across apps → build your first 1-3 skills that solve the core pain →

use claude code or codex to build the product → use agents to set up other agents → use perplexity MCP and context7 for up-to-date docs → let the agent handle the scaffolding while you focus on the workflow logic →

ship the agent to your first 5 customers for free → watch what they actually use it for → they will surprise you → the thing you built for isn't always the thing they need most →

build content around the niche → not "building in public" content → useful content → the tips, the shortcuts, the pain points that only someone who does this workflow would know → become the person for that niche →

charge per outcome not per seat → per lease renewed, per claim processed, per candidate sourced → the ROI conversation takes 10 seconds when it's tied to a result →

set up watchdogs and alerts → your agent emails you when a cron job breaks or a skill fails → the customer should never have to tell you something is broken →

connect to open router → see exact costs per model per task → use GPT 5.5 for tool calls → use open source for lightweight tasks → route the right model to the right job → watch your margins double →

let hermes write to its own memory after every task → the agent compounds → the longer it runs the better it gets → that accumulated memory becomes your moat → a competitor can clone your product but they can't clone 6 months of context →

expand the workflow → you started with one step → add the next → then the next → now you own the entire workflow end to end → you went from a tool to the operating system for that vertical →

stack the agents → one agent is a side project → five agents across five customers is a business → each one runs in its own environment → you check in once a day →

raise only if you need capital not credibility → most agent businesses should never raise → the margins are too good to give away equity → stay lean → stay profitable → repeat

i'm rooting for you

[Mike @mikekanu]

@MJDeMarco Nobody cared

[Mike @mikekanu]

@follard Facts! My private lender foreclosured on two 7 figure homes in Tyler TX. Builder had the exact problem

[Mike @mikekanu]

milkers need to breathe!

[@jason @Jason]

spurs in six

[Mike @mikekanu]

@realDonaldTrump

[USVC @usvc_]

BREAKING: Mercury raises $200M Series D at a $5.2B valuation from TCV, a16z, Coatue, and Sequoia.

USVC participated in this round with a $5M investment to expand access to everyday investors.

Here’s why we invested and what it means for our investors:

[Mike @mikekanu]

@SecRubio

[Mike @mikekanu]

Congratulations

[Mercury @mercury]

More founders will start companies in the next five years than in the last twenty. They all deserve a banking platform that was built for them.

[Alex Finn @AlexFinn]

Scariest video I've watched this week

America's next generation actively booing the most transformative technology our species has ever seen

In China grandmas line up to get OpenClaw installed

In America, supposedly our most educated people BOO even the mention of AI

The west simply does not stand a chance if this continues

We have a massive AI marketing problem in this country and nobody is doing anything to fix it

Tomorrow Meta will announce 8,000 layoffs. They will blame it completely on AI

They won't blame it on their irresponsible hiring in 2021 or extended elevated rates or horrible market conditions or bad inflation

No, in order to not tank their stock, they'll blame it on AI

College students will read that and learn to HATE the technology

They'll protest outside datacenters holding ridiculous signs that say "SAVE OUR WATER NO MORE DATACENTERS"

Politicians will see this and run on blocking data centers just to get a few votes

All of it will be a cycle that leads to America losing to China

This should be a warning sign to all frontier labs and CEOs: messaging matters. And if your messaging doesn't change the West is cooked

[Mike @mikekanu]

@pmarca

[Mike @mikekanu]

@PhantomStays "Chase"

[Ron DeSantis @RonDeSantis]

This should be given more attention than it has.

[Mike @mikekanu]

@WhiteHouse

[Mike @mikekanu]

@nejatian Unbelievable!!

[Mike @mikekanu]

@TimDraper @WebSummit Come to Jesus moment 😲

[Mike @mikekanu]

@PalmerLuckey @JoshLeibner

[Ben Kelly @benkellyone]

US states with the most small businesses:

• California (4.1M)
• Texas (3.2M)
• Florida (3.1M)
• New York (2.2M)
• Illinois (1.3M)
• Georgia (1.2M)
• Pennsylvania (1.1M)

Businesses are going up for sale in these areas all the time.

This is your opportunity to buy one.