you’re either the guy with everyone’s phone number or you’re the guy doing the work

started seeing thread people as unpaid cnbc analysts reporting on others peoples lives

shit ima billion seconds old

The PE x VC Gigacycle is Fully Underway We've been working on this strategy for years and now it's clear/finally a thing. Lots of people are doing it and literally everyone is talking about. But there are still immutable laws of gravity and startups

Doing the best work of our lives at the family office 7 lessons from 14 months on the job open.substack.com/pub/jakeoconno…

nearly shorts and sweater weather, almost

Turns out people can't read minds

"America is about capitalism and by your early 30s you should know how you’re going to play that game regardless how you feel about it." jakeoconnor.substack.com/p/early-30s-no…

The next big consumer category is AI concierge Most will serve AI slop…generic recs dressed up as intelligence. Access and taste become moats

and people that aren't it. though that's easier to tell in hindsight sometimes

homies calling at the right time like they know i got the bat signal up

I'm on the tail end of 3 handshake agreements gone horribly wrong, but still think this is right. Mithril is a very bad analogy to make, but you do come out of it with a lightness and extreme resiliency

my dad lives on a farm in illinois among a soy bean field during peak harvest season he can’t see out the windows because the stocks grow high they block the view. then in winter, it’s cut and flat and he can see for miles. highs and lows man

rapidly oscillating between vengeance arc and all forgiving love and grace

It won't be long until a VC strategy is finding the real life Dr. Robby and writing him a check

this the bull case for consumer directed healthcare