D E V I N 👋🏼

cc VC/tech sector: in a world where everyone is competing to push more Claude slop faster, the half life of a “post” is minutes. Volume is anti-signal. Fewer original pieces, distributed frequently, wins over Claudeslop ghostwritten thought pieces on the flavor of the week.

I'm in my 40s. The most scared/disoriented people in my network are the ones that have the following resume => went to an Ivy League school, went into consulting for Bain or BCG or investment banking for a bulge bracket bank then MBA at Harvard/Stanford and then career progression in high income tech W2 or hedge funds/private equity. A number of these individuals in the last 5 years have been unexpectedly let go in their early 40s with 2-3 kids in private school and a burn rate they socially struggle to walk away from (kids have close friends now, business connections at the private school their kids go to, living in a high cost location makes it easier to network, etc). These are the people literally have only been told they are excellent their entire lives and now are in year 3-4 (no exaggeration) of trying to land a new job. Some are willing to "settle" for working for mid 6 figures (some even less) just to cover their burn rate with a young family. AI probably makes this dynamic happen earlier in one's career going forward for some of these perfect resumes individuals. Good chart from @Jack_Raines in his book Young Money

The moment Jesse Legree announced that he will be staying at Oregon State for the 2027-28 season:

incredibly grim

We need to bring back calling people. Why have we normalized Calendly culture? You want to talk to someone, so you send them a scheduling link, coordinate availability, and somehow end up speaking three weeks later. Just pick up the phone and call them. 90 seconds. 120 seconds. That’s all you need to make an introduction, solve a problem, or move a deal forward. We’ve created so much unnecessary bureaucracy around basic human interaction. Call more people.

a big take I've been noodling on and I’m ready to call: the newsletter is dead @every's core business is a newsletter with 120k+ subscribers so I don't say this lightly. persistent agents mean i dont look at my inbox with dots (GrokBots, Muse, etc) I almost never look at my inbox. if I do it's for a specific thing I need to reply to. i think in a year I'll be doing all of my email this way - fully filtered by my dot / something like it. this is not new: it's a continuation of the trend of having a “newsletter” folder in Gmail, but 10x more filtered. what it means It doesn’t mean people won't read newsletters, but it does mean that getting a person’s email is no longer the guarantee that you have a relationship with them that it used to. luckily, with persistent agents (and AI coding more generally) there is an entirely new playing field to build relationships with readers. instead of fighting to get an email address, publishers and creators will need to make sure we're installed in our reader's agent harness of choice, so that they get directly notified when we do something new. we're already starting to experiment with this @every with our MCP and the frontier alerts we send users of our slack agent (every.to/agent) it's also more affordable than ever for publishers and creators to build their own platform ecosystem: you can have your own website, app etc. and you can use AI to publish 100x more high-quality stuff to your community—so we may see a world where many creators themselves are running their own little empires that have their own apps, feeds etc. to be clear: It'll take a while before this actually happens, but the idea of getting someone's email creating a direct relationship with them is over. here's a set of predictions I made 3 years ago about AI and media that panned out pretty well: every.to/chain-of-thought/we…

"This will fundamentally change the way we experience Saturdays." 📉 @slmandel explains why a 24-team playoff expansion will ruin the high-stakes magic of the regular season in a way that realignment and NIL never could. 📺: youtu.be/pODWZzi4Eig?utm_sou…

No one is bored, everyone is entertained to death on their phone, and so no one is doing anything. The past was boring so it ended up being exciting.

7.3% mortgage rates Is it even possible to kill the housing market more?