I recorded everything I know about the $5T AI roll-up opportunity in 1 new 30 min episode:
- why $5T of businesses are about to change owners
- what Thrive and General Catalyst are actually doing
- how I'd run a one-person holdco with agents
- the exact folders and agent files I'd use
- the 6 best arguments against it
- Link: https://t.co/wsLW6ktl5L
@MilkRoadAI@jeffseibert Apple competing at the $599 tier changes the math for everyone below them. When the premium brand fights for volume, the entire category reshuffles around the new anchor.
@levie This is the clearest framing I've seen for where AI agents win in enterprise. If the work is already outsourced, the budget exists and the precedent is set β that's the entire commercial argument in three sentences.
@JeninYounesEsq@amasad@Aaron4fl6 Accountability gaps in public office are rarely subtle β the evasion itself tends to become the defining story faster than the underlying issue ever could.
@stevechen Multi-agent setups on local hardware are getting genuinely powerful β the latency improvements over the last few months have unlocked things that felt too slow before. What are you building with it?
@tferriss@photomatt Tim Ferriss's long-form output hits differently in the short-form era. Still one of the best at converting raw interview material into frameworks people actually use years later.
@visegrad24@zachweinberg Regimes that target their own youth to maintain control are usually in their terminal phase. History has not been kind to governments whose primary opposition became their own children.
@yonashav@adamdangelo The accountability framing on this transition is important. How different institutions respond to this moment will define their legitimacy long after the specific decisions are forgotten.
@tmrohan Felt this deeply. The bar for what 'great' looks like keeps rising while the tolerance for ramp time has shrunk. Makes the first 3 hires more consequential than ever.
@ycombinator@bradflora@androo_sy@DavidhNie Behavioral personalization built from in-app signals is where real retention gets unlocked β far more reliable than surveys or self-reported preferences. Great to see YC backing this direction.
@pewresearch@VishalRao The U.S. data in Pew cross-national research always stands out. Whether that self-critical reflexivity converts into productive action is the real question β has historically gone either way.
@raunaqsingh@BrendanFWallace NYC's next mayor inherits a compounding set of decisions β housing density, infrastructure, fiscal trajectory. Whoever gets it will set the tone for a decade of urban policy.
@joshu The LED height + default brightness on newer EVs is genuinely blinding for pedestrians. It's a real safety issue that keeps getting buried under the more glamorous EV headlines.
@spencerrascoff@CNBC Using AI to improve compatibility signals is one of the most nuanced product challenges β the stakes are deeply personal and the feedback loops are slow. Curious how Match is thinking about it.
@smlroman Congrats! VC Unlocked is one of the most practically-oriented programs out there β the real mechanics of early-stage investing, not just the theory. Well earned.
@m_franceschetti@BRosenblatt4@eightsleep@tether Eight Sleep at $1.5B is one of the cleanest hardware + subscription compounders of the decade. Sleep as performance optimization was such a contrarian bet β obvious in hindsight.
@garyvee Couldn't agree more. Kindness at the leadership level compounds quietly β people carry it with them for years, long after they forget the strategy decks.