Why are the most ambitious people often the loneliest in Vancouver?
They work packed weeks, their old friends & family don’t understand.
Cafés & parks are too distracting. Events are too shallow.
The real problem? No consistent community rituals.
I just got back from SF and I FEEL INSPIRED.
I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires.
My takeaways:
1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices.
2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha.
3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda)
4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general.
5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million
6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works.
7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead.
8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one.
9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders.
10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time.
11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now.
12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly.
13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS.
14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here....
15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all.
16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol.
17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet.
It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED.
But I'm so happy to be back home, locked in and building.
We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real.
What an incredible time to be building.
Beliefs aren't facts. They're tools.
And most of the ones running your life were handed to you before you were old enough to question them.
Here are 9 ways your beliefs quietly limit what you achieve:
1. You treat them as truths instead of tools. A belief is a hypothesis your brain stopped testing. Once you forget that, you stop being able to update it.
2. You confuse familiarity with accuracy. The thought you've had a thousand times feels true because you've had it a thousand times. That's not evidence.
3. You inherited them. Most of what you believe about money, work, willpower, and worth came from people who never examined those beliefs either.
4. You let one bad experience become a rule. "I'm not good at X" is usually a single data point wearing a costume.
5. You believe willpower is finite. Carol Dweck's research showed signs of ego depletion only appeared in people who already believed willpower was limited. The belief produced the effect.
6. You believe you're "addicted" to your phone. That framing flatters the phone and disempowers you. The discomfort you're escaping was there before the device.
7. You believe motivation comes first. It doesn't. Action comes first; motivation follows. The belief in waiting to feel ready is what keeps you waiting.
8. You believe identity is fixed. Vegetarians don't debate bacon. People who see themselves as indistractable don't negotiate with every ping.
9. You don't know which beliefs you hold. The most limiting ones are invisible — they feel like reality.
The move isn't to think positive. It's to notice the belief, test it, and swap it for one that's more useful.
Beliefs are tools. Pick better ones.
I'm thrilled (in a slightly bittersweet way) to be on my way to @TEDTalks today, for the final meeting of the @TEDchris era, and for the last time in beautiful Vancouver. I'll be taking the stage on Wednesday 15/4 :-) https://t.co/UxOjZcXjnx
call me insane...but I will keep repeating..
Claude + SEO is going to create a bunch of businesses their "first million" this year.
don't be the person who bookmarked this and kept scrolling.
just paste this entire thing into Claude.
thank me later.
what adam neumann is doing now is such an obviously good idea.
most of american life unless scheduled is super isolationist so you rarely get those spontaneous interactions with ppl.. this sorta flips that around right at the point of where ppl spend majority of their lives.
anyway, it’s super duper interesting to see the wework model applied to residential.
This is Brian Chesky.
He scaled Aribnb to $100B, but discovered the key to happiness wasn't his bank account.
I watched his talk with Steven Bartlett and was shocked at the insights he shared.
Here are 9 lessons for founders struggling through a crisis or battling loneliness:
9. Creativity leads to the best outcomes:
All the great companies started this way (Apple, Google etc.).
It starts with creativity and how you keep this as you scale.
Fascinating insights here:
.@collision and I interviewed @elonmusk.
0:00:00 - Orbital data centers
0:36:46 - Grok and alignment
0:59:56 - xAI’s business plan
1:17:21 - Optimus and humanoid manufacturing
1:30:22 - Does China win by default?
1:44:16 - Lessons from running SpaceX
2:20:08 - DOGE
2:38:28 - TeraFab
It's been like 10 hours since I finished Sean Combs: The Reckoning & I'm STILL fucking livid that @Diddy got away w taking out Pac & Big.
The two biggest, most devastating losses to culture, music, art, creativity.
Fuck Bad Boy as a staff, record label, & a motherfuckin crew
@globeandmail very disappointed to see that to cancel people need to call your call center and go through a mandatory survey. I know why you’re adding this friction and I know times are tough…but this will backfire 10x. A total disrespect of people’s time and attention.
Love my hacker homes! Founders are only and quite frankly super unhealthy and too busy to think about their purpose - change the environment to people who value health and a holistic win…it rubs off. Thanks for the video @theandreflores
I toured an $11m startup house
Founders live and build their companies together in a San Francisco Mansion!
Would you build here? @_Actioners / @theresidency 🔥
Love that you dropped your @dereksivers TED moment - I can’t stop obsessing around his “How To Live” Book - it re-kickstarted my Principles user manual. Curious what your favourite chapters are. Mine are “Commit” and “Master Something”
This guy from The Netherlands emailed me asking if I'd come on his podcast.
I didn't want to, so I used my usual line: "I'll only do it in person in Victoria."
Welp, the SOB called my bluff.
Flew 12 hours, mic in hand.
Well played, @WouterTeunissen.
It turned out great:
@werklab604 No extra time needed. Just smarter design.
Now, my week feels connected, not crowded.
What consistent third spaces or rituals do you lean on to beat loneliness & build momentum?
👇 Let’s swap ideas.
#LifeDesign#Vancouver#FlowState#Coworking#Community
Why are the most ambitious people often the loneliest in Vancouver?
They work packed weeks, their old friends & family don’t understand.
Cafés & parks are too distracting. Events are too shallow.
The real problem? No consistent community rituals.
My fix: Turn solo time into weekly group rituals that enrich what I’m already doing.
✅ Tues AM: @werklab604 coworking + mastermind
✅ Tues PM: Arka men’s group — deep convos, no booze
✅ Fri PM: Kits café coworking with others (heads down with limited intereuptions)