Connor Garrity 🪐🌱

Anthropic will make ~1,000 employees worth +$100m at $2 trillion market cap. There's ~11,000 Americans with $100m in investable assets. So something like 1 in 12 Americans with $100m (liquid) will be from Anthropic. If you add in Openai, maybe 1 in 7.

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Many not so great people can be very nice, but are incredibly insecure and their dark energy roots not from a place of malice, but from needing to do literally anything out into the world to minimize their insecurities, no matter the cost to others.

The consensus take is that Elizabeth Holmes is indeed a master manipulator, but the more interesting thing the movie explores is that people who do bad things rarely view themselves as bad people. Rather, they operate under layers of cognitive dissonance, self-deception, and rationalization This disconnect is the central plot point and it drives Nathan and the rest of the crew insane because of how unshakable and earnest the belief in their mission are

You know what the market was missing? A canned hydration beverage

the early 2010s are very interesting to me in retrospect because smart phones and the internet were so integrated into people's lives yet at the same time the average guy did not realize their full potential so it was a weird transition point

Francis Fukuyama: "The lack of a strong national musical tradition contributes to the weakness of American national identity."

.@jayleno says the middle of the consumer market is disappearing, from cars to hotels to restaurants. "The middle is dead." "I see Porsche moving upscale and they want to be like Ferrari." "Everything is that way now. With hotels, you're either at the Motel 6 or the Four Seasons." "Restaurants are either fast food or top end restaurant." "We have no middle class anymore."

i strongly don’t subscribe to the idea that personal ai agents will monetize through ads. the entire value of a personal agent comes from the user trusting that it is acting in their best interest. that trust starts to break the second recommendations are influenced by whichever advertiser pays the most for placement. a much more likely model is that agents monetize through the transactions they drive. i predict that eventually a massive commerce network gets built that aggregates merchants and funnels agentic spend through one layer. that network negotiates discounted pricing and merchant-funded rewards, then distributes those economics back to the agents driving the transaction. consumers get better deals and agents get paid without needing to charge users a monthly subscription. we already see versions of this model today: card networks like Visa created an economic layer where banks earn revenue every time a consumer makes a purchase and a transaction flows through their network (known as interchange). a similar layer will eventually be built specifically for agentic commerce. if personal agents end up influencing trillions of dollars in consumer spend, the company that becomes the default transaction network will become insanely valuable. every agent plugs into it, merchants compete for access to demand, and the network that sit in the middle takes a cut of the economics.

We created gyms because modern day work no longer required physical activity. Without exercise, our muscles atrophy. I predict we’ll need gyms for our brains too, once AI starts doing our knowledge work.