Jeff is n of 1 at vertical design.

Amazing what you can learn about an industry by simply modeling the flow of funds.

This is a large part of what's going on in the AI-enabled buyouts, rollups as well.

In my opinion this is Brad Jacobs' true superpower:

Dirty Jobs but just going into every single major infrastructural industry for two weeks in the US for an on-the-ground assessment.

721 exchange is quite literally the most insane mechanism that nobody has really used yet for a wide variety of applications.

Two massive TAM explosions underway at the same time 1. Silicon Valley merged with White House - energy, defense, space, ai - oligarchiish but less misallocation of capital 2. Wall Street merging with Silicon Valley (Goldman buys Industry ventures) and embracing retail

90% of the value in applied AI industry disruption will come from the balance sheet and not from the technology. Partnership leverage is one of the only real GTM leverage points left.

There’s simply so much good software that’s left for us to create.

The current Series A vintage of more traditional SaaS companies is going to be generational.

One of the more interesting posts I've encountered lately

Suspect that Wendell Berry will soon become as well known as McLuhan and Girard

Brilliant. Would expect more partnerships between labs and a number of players as the labs try to obtain niche data, environments, and experts.