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The interesting question isn't "will AI replace this job."
It's: "does cheaper delivery expand the market, or shrink the team?"
Elastic demand (most underserved sectors) β more roles. Fixed demand β fewer. That's the entire macro story.
Framework for any "AI employee" pitch:
- Hours displaced per month (most teams underestimate by 30-50%)
- Loaded $/hr (β1.5-2x base after payroll, benefits, tooling)
- Subscription cost
If payback isn't under 30 days, the pitch or the scope is wrong.
86% of AI roll-up investors now say margin uplift is the biggest value-creation lever. Multiple expansion sits at 46%.
The old model was financial engineering. The new one is operational redesign with capital attached.
Not investment advice.
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GSA's draft AI procurement clause (552.239-7001) makes contractors responsible for any "Service Provider" in the stack β including third parties that aren't subcontractors.
For small AI vendors selling federal, supply-chain visibility just became a competitive moat.
This mood will pass. This sentence will pass. The hand that writes it, the room it is written in, the century it is written in β all passing. To remember this is not to despair. It is to stop gripping so tightly things that were never meant to stay.
The most expensive part of an AI agent isn't the tokens. In every services-business cost audit I've seen, tokens are 1-4% of total cost. The rest is human review-minutes.
If you're not measuring that, you're not pricing the work.
Gov is quietly becoming a serious AI buyer.
This week: HHS using AI to read 5 years of audits across 50 states. UAE moving 50% of gov services to agentic AI in 2 years.
Document-heavy, regulated, fragmented β the markets software ignored. Where I'd build.
Reshare if useful.
The quiet line in this year's AI economics: companies watching token bills pass the salaries they were meant to replace.
Bain has leaders modeling a future opex mix near 70β80% headcount, 20β30% tokens. Even at 1β2% today it strains budgets.
"Cheaper" isn't "cheap."
How to scope your first production agent without it blowing up:
Phase 1 (2β4 weeks): ONE bounded use case. Clear goal, measurable success, a real test set. Prove it works, set a baseline.
Don't expand scope until that passes. Most failed agents skipped this and started big.
The AI roll-up pitch rests on one assumption: AI delivers the margin gains operators historically didn't.
Yale's search-fund data: EBITDA went 25% β 19% entry to exit. Multiple expansion did the lifting, not operating skill.
Price the assumption, not the pro forma. Not advice.
I was not made to be self-sufficient in every way. The Stoic life is not a life apart but a life woven in β honest with friends, fair to strangers, patient with family. Virtue practiced alone is only half-practiced.
Operator note: picking which workflow to turn into an agent first.
Went with the boring one β weekly reporting. Repetitive, bounded, clear success criteria. That's where agents survive production; the flashy pick is the worst place to start.
Reply/DM if you're scoping yours.
We didn't lose 16k US jobs/month to AI. We lost the bottom rung.
A senior person with AI tools can do an intern's work. They can't do an intern's learning.
Operators with AI leverage now choose: keep training the next layer, or hollow out the management pipeline for 2031.
Polsia just raised $30M at a $250M valuation.
Approaching $10M annual run rate.
One Founder + AI. Zero employees.
Polsia runs companies autonomously.
It also ran its own fundraising.
I just showed up for signatures.
SBIR is back through 2031. The footnotes worth reading:
β Phase II "strategic breakthrough" track, up to $30M
β Foreign-affiliation due diligence on owners + key personnel
β Per-firm caps (NIH: 9 proposals/year)
Fewer shots. More weight on each. Pick well.
@Zecca_Lehn People building and owning small fleets of money making machines...."selling to your village".... community, reputation and distribution become the real moats...
NIH updated SBIR/STTR technical assistance (TABA) policy on April 13.
Phase I: up to $6,500 per project. Phase II: up to $50K.
Eligible uses: market validation, IP protections, cybersecurity, sales support.
Must be requested in the original application. #SBIR