Nosh

[GREG ISENBERG @gregisenberg]

The most valuable skill sets on the planet right now:

1. people who can set up agents properly, manage them, and run local AI models
2. marketers who know how to build distribution
3. robotics engineers who can do all three: build the hardware, wire in the AI, and source manufacturing etc
4. curators who are good at yapping and can do short form video in their sleep
5. the builder-distributor. The one person who can both ship the product AND get it in front of people
6. IRL community builders

[Nosh @noshcre]

@kamal_razzak @binghott @iamshackelford @DenneyDara @sourfraser @MatthewGattozzi @pkennedy93 @thedennis @harrydelmege_ @heyitsalexP STRAT

[Nosh @noshcre]

@matt_gray_ CLONE

[Nosh @noshcre]

@jamescoder12 @jackcoder0 YT

[GREG ISENBERG @gregisenberg]

i dont think you understand

you vibe code a saas

you get to $50k/month

your net margins are at least 50% because you dont need a big team anymore

you are making $25k/month ($300k/year)

you can sell the business for 10-15x EBITDA all day long

your business is worth $3M-$5M and you own 100% (no investors)

you can keep growing or sell

you double the business and all of sudden its worth $6M-$10M

your customers love the product

why are you raising venture capital again?

i dont think you understand

[StripMallGuy @realEstateTrent]

I was convinced I was right.

In my mind, staying anonymous forever was obviously the better choice - and nothing was going to change that.

Turns out, I was wrong. The truth was, it was just fear.

It’s been nearly a year and a half since the day I let go of that belief - and it opened up a world of opportunity and completely changed my life.

A good reminder to never stop questioning your beliefs, no matter how certain they feel 🙏

[Hosun Chung @hosun_chung]

Ray Dalio just made his boldest prediction ever:

He said about AI in 2025...

“If you're not aggressive, you're not going to make money.”

Now he’s reshaping his $130 BILLION empire around 3 simple rules.

Here’s what they are (and how you can apply them): 🧵

[Fernando Cao @thefernandocz]

Replit's founder just dropped the most important podcast of the year.

A new breed of businesses just emerged...

And they're reaching $10M in 90 DAYS.

Amjad Masad revealed exactly how they're doing it.

Here are 8 revelations from his breakdown:

[StripMallGuy @realEstateTrent]

The vast majority of the population lacks a true sense of urgency.

It’s a skill where even if you’re average at everything else, you can still get way ahead and experience lots of success.

[StripMallGuy @realEstateTrent]

There are lots of retail properties where the last landlord has kept the rent the same for over a decade and not collected operating expenses - but is that good for the tenant?

Example:

There are 10 nail salons in a market, and all are paying around $2,500 a month, except for one.

Their landlord has owned the building a very long time and just never bothered to increase the rent from $800 a month. They are well off, or don't care, or don't want to deal with the paperwork.

So the tenant has gotten used to this rent and operates their business accordingly.

They can maintain customers by undercutting competitors on prices, get away with doing no marketing, and retain employees because they pay them a little bit more than competitors - all shortcuts they can get away with simply because their landlord is giving them a gift. But are they?

Their business is operating based on the landlord doing them that favor, and they think this will be the case forever, and they run their business accordingly.

Then one day the building sells, and the new landlord expects to collect a rent that reflects market - no more and no less.

If you're operating a nail salon in that market and doing well by hustling like crazy and being able to pay that market rent, how do you feel about a competitor that's paying $20,000 in rent per year less than you for the same size space, right across the street?

In commercial real estate, by definition, a viable tenant is able to pay a fair market rent.

If every nail salon in the market can be profitable at $2,500 a month rent, but one of them would lose money if they paid that same rent, that tenant is taking way too much risk to be operating the business, which really does not do anyone any good. In fact, it even makes their business impossible to sell.

Every commercial landlord should be collecting a rent that is fair to the tenant, and fair to the landlord -- based on the market price for comparable spaces -- it's a win-win.

[StripMallGuy @realEstateTrent]

When I was 24, I met a strip mall buyer who was just a few years older than me.

He’d already purchased dozens of properties, and the ease and speed at which he identified, bought, and repositioned strip malls blew me away.

I’d ask him questions daily. Non-stop.

Nights, weekends, he just wanted to talk shop any chance he got - and I could not have been more eager to learn.

We’d often chat for hours, I’d visit his family, I started sending him every deal I came across, and he bought lots of them.

He’d let me tag along as he updated the buildings, leased space, negotiated leases, and sold.

I had a front row seat, and access to an investor I later realized was one of the most brilliant strip mall buyers in America - and we both loved every minute of it.

To this day, I’ve never met anybody more talented within the strip mall niche than him.

Those years of guidance helped me transition from a broker to a buyer - and buy 45 strip malls along the way.

Do we still keep in touch?

Daily.

We geek out on retail with the same enthusiasm as we did when we first connected 20 years ago.

[StripMallGuy @realEstateTrent]

I had coffee with a gentleman who's exactly where I want to be in 15 years.

He had a long and very successful career in private equity.

Both of his children are in their 20s and thriving, he can go to the gym any time he wants to, and he and his wife get to travel as they please.

They're about to start remodeling their dream "downsize" place now that the kids have moved out of the house.

I told them he reached the end game. The top of the hill.

That he's exactly where almost everyone who is hustling in the business world want to get to eventually.

I asked him what's missing now that he's "won."

It was like asking my 60-year-old self that question.

His answer:

"I miss the game, badly"

[Nosh @noshcre]

@YourCFOGuy Interesting template, send please

[Rodney @cryptojourneyrs]

Want to know the craziest part?

Doctors say his knee is now structurally stronger than before the injury.

A career-threatening injury turned into a performance upgrade.

This isn't just a comeback story - it's a glimpse into what the human body is truly capable of.

[Sean Sweeney @seandsweeney]

My partner and I raised $11 million in equity and took out a $33 million construction loan to build Akin.

204-units. 2 saunas!

It was named best urban development in Minneapolis last year.

Here’s how we were able to acquire the site for at a 50% discount to market value!👇🏻

[Elon Musk @elonmusk]

Please post a bit more positive, beautiful or informative content on this platform

[Nosh @noshcre]

@YourCFOGuy Send & Merry Christmas 🎁

[Nosh @noshcre]

@AndrewBolis YouTube

[Navalism @NavalismHQ]

Which games you play is more important than how well you play them.

@naval