Blue collar private equity is a better place to be the next decade than software, here’s why
AI eats software first
It’s why I sold my ad agency to build hotels and get my hands dirty
PE firms rolling up hvac, manufacturing, roofing, septic, plumbing, not only have the safest outcome short term
But they’re also building foundation for deploying AI robots
AI robotics eats everything in the next 10 years
Elon is miles ahead of everyone else because he chose to build cars, satellites, rockets, tunnels, not just code
I’m training my 10 year old son to be an AI robotics fleet manager for this reason
I think it’s THE job of the next 20 years
Managing the coordination, authority, decision making, and liability of robots
Wealth will be primarily measured in how many robots you own and can effectively and safely deploy in the physical world
And because I’m post exit and focused on fun and adventure as my man KPI, I’m going to do this in a niche not many people are thinking about or care about, hotels
Because when there are few jobs and lots of free time, people travel and will seek experiences as the main measure of quality of life
Our core business will be building and staffing hotels with robots
We’re going to acquire properties as fast as possible and then leverage then to the max to buy or lease bots
We’re buying 534 acres at 4 national parks with 160 existing cash flowing units to deploy $80M of hotel rooms over the next 5 years.
Why national parks? Because of what I call “total mobility,” where half the population is prosperous enough to go anytime, anywhere, for any reason.
Land at the most beautiful places in the world becomes the most valuable, because in a world where AI does every thing, experiences become more personally valuable than anything else- rare earth minerals, money, property
What do you do in a post monetary system with unlimited ease and abundance?
You make art, travel, maybe do some hobby farming
I have an eternally optimistic view of our future. We have survived here for hundreds of thousands of years, endured an ice age, plagues, viruses, asteroids, volcanoes, and a great flood.
We’re still here. We’re in heaven right now.
This is it.
We’re already transcended Gods who choose to put ourselves into infinite games to experience consciousness deeper, to learn deeper levels of love.
What an adventure, what a time to be alive.
We’re building Outposts across the land, and it’s a blast!!! OutpostX
@pmarca Marc we did exactly this with $5M on 240 acres in the desert. Open 2 years 85% occupancy 250L views. Now buying 500 acres around national parks to do more immersive village resorts. https://t.co/ILCvNPJp0S
@NateAFischer@SantiagoPliego Spot on. This is why we’re buying hundreds of acres around national parks to build immersive resorts. First $5M experiment open 2 years. https://t.co/ILCvNPJp0S
I look at everyone spending their days online figuring out how to be relevant in the AI future and I’m just like… why? AI will eventually run the entire internet, so, what is it you actually want to do with your life that isn’t hunching over a laptop? What if you go and do that? I left the internet in 2021 to do the least advisable thing ever, build a hotel in the middle of nowhere. Never been happier and more fulfilled. Not doing one damn thing to build the internet. People are happy at our hotel. I measure my success in smiles. AI can have the internet, I like the real world.
Since 2021, I’ve obsessed over one idea…
Building a tropical landscape resort.
But not in Costa Rica. Not in Bali. Right here in the US.
For 3 years, I struck out repeatedly... until 6 months ago.
Here’s the story of my latest project, Baya in Redland, Florida: 🧵
This guy turned 240 acres of desert into a Star Wars glamping experience.
In 8 months, he had:
• 80M+ views on IG
• $900k raised in pre-sales
• Hovering sand cruisers!
Here’s the story of how Outpost X went insanely viral🧵:
This work-life balance flex is wiiiiiillddd
No way I’d have the cahones to do this
I think he genuinely believes life is a video game and he’s just trolling NPCs at this point
I personally closed $30M of deals in pitches in advertising.
It is translating astonishingly well in real estate.
Sales remains top 3 skill for start-up founder.
@ibuyrvparks Vision- seeing what no one else can see and building it = innovation. The actual skill is obsessive studying of an industry and finding unsolved problem.
Durability- Being a cockroach that can’t be killed. Persistence. Irrational, naïve, relentless persistence to the mission
It was a very painful, grueling 7 year process that ended up being very worth it.
When you lean too heavily on investors, you become very dumb and do dumb things.
When you don’t have investors, you can become really smart.
End of Ted Talk
Do not confuse getting investment with having a business.
Sell something to a paying customer and use that revenue to grow a company.
I started my last company with $70 LLC and a laptop. No investors.