The IRL connection economy is a $400B+ market.
And companies are racing to own it.
In the last 6 months, $800M+ in capital was deployed on "IRL" bets.
@Tinder invested $60M into a new Events feature for connecting matches in-person. They're pivoting to IRL and offering experiences such as speakeasies, raves, and pottery classes.
@222place: raised a $10.1M Series A to curate blind social experiences for Gen Z. Personality-matched groups sent to hyperlocal nightlife events.
@JagermeisterUSA launched BestNightsVC - the only venture fund in the world dedicated solely to nightlife and IRL connection. 16 portfolio companies across 4 continents.
@timeleft: dinner with 5 strangers, every Wednesday. €18M ARR. 6,500 dinners/week across 200+ cities.
Dion: members-only social app where the first move is buying someone a real drink, redeemed IRL. 10K members, 30K+ on the waitlist founded by @revekkapal.
Pie: Bonobos founder @dunn built an IRL friendship app. $24M raised. 130K+ MAU.
@weroad_official: group trips for 20-30 year olds who don't know each other beforehand. $150M valuation.
Matchbox: is an algorithm-powered matching platform for IRL events and has powered over 100,000 connections. founded by @liamjmcgregor (prev @MarriagePact)
New dating apps like Known @Celesteamadon, Cerca @MylesCerca, and Ditto @AllenWangzian are aiming to improve connection amongst young people.
Billion-dollar companies are paying $$$ for community and events leads:
- @AnthropicAI: Marketing Events Manager ($255k)
- @tryramp: Community Manager ($223k)
- @tryramp: Events & Culture Manager ($181k)
- @duolingo: Senior Community Manager ($193k)
- @NotionHQ: Community Programs Lead
Everyone knows the more time we spend online, the more valuable real-life connection becomes.
The question isn't whether IRL wins.
It's who facilitates it best.
There's an obvious answer here that everyone's dancing around:
Crypto is simply harder now.
Not because it was all a scam or funny money or whatever.
Crypto is harder because it's winning, and there are way more mature companies and products at scale today. This makes incumbents harder to unseat. Coinbase, Binance, Solana, Base, Polymarket, Circle, Tether--they're all bigger and better and more entrenched than they were even just a few years ago.
This is a natural thing that happens with industries. In the early Internet, it was a lot easier to build a social network. Very hard after 2015. A couple years ago, there was room to attack the big AI labs, now it's almost impossible to get any distribution at all.
That doesn't mean there's no room for startups. But it does mean the land grab phase is over. During the land grab, almost anyone can win given the right timing. But we're in the midgame now, and most of the board is already occupied. At this stage, you'll have to attack someone powerful to take over some land, not just plant a flag in an empty field.
There are still a few greenfield areas, and there's always room for people who can genuinely innovate. But crypto is harder now, and that means the ideas need to be sharper, the teams need to be stronger, and the bar is rightfully higher than a few years ago.
this is quite literally the exact path I followed when I first started getting into AI
and here’s the exact chart breakdown to understand what platform to use for each use case
In our online AI bubble, you might feel like you're late.
But the reality is:
84% of the planet has never used AI.
Only 0.3% have a paid subscription.
And only 0.04% have vibe coded!
You are EARLY. Act like it.
After watching long enough, here’s my take:
Crypto has become a farming ground.
If it can be gamed, farmed, or financialized - it works.
If it can’t - the market doesn’t care.
That’s the meta.
The main point of getting all your normie friends to try Claude Code / Codex isn't so they "don't fall behind"—the tools get easier to learn every week and the head start probably won't matter much
It's so people understand what's coming and can make decisions based on it
BYE-BYE SOCIAL MEDIA MANAGERS IN 2026
I use Claude to design, edit, and schedule 30 days of content in just 2 hours.
Here are 8 powerful prompts that can do the same for you:
stop what you're doing and look at this image.
each dot is 3.2 million people. 2,500 dots = 8.1 billion humans.
the grey? 6.8 billion people who have never used AI.
the green? 1.3 billion free chatbot users.
the yellow? 15-35 million who pay for it.
the red? that tiny sliver is us.
you think the AI space is crowded because you're in an echo chamber of the 0.06%.
the real world hasn't even started.
wrote a full breakdown on the data, the opportunity, and 7 businesses you can build from this gap today:
Getting a job in venture capital is incredibly simple.
1. Choose three VC partners that you like and would want to work for.
2. Study the type and stage of company they like.
3. Send them one company every other day that fits their stage and thesis. Provide one line on why it is interesting.
4. Do this for 60 days and 100% guarantee you will have a job offer.
Show the freemium version of yourself.