Operator | ex: VP @ Messari, PwC
Canada
Joined April 2011
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"The originary owner-operator, the manager-employee, and shareholder-disciplined firm each had their era; the last has been made obsolete by intelligence.
Tomorrow, firms will be composed of a few operators, paid and governed like capital, directing work done mostly by models.
Venture becomes trading, private equity is refashioned to diffuse model capability, and the sovereign re-settles its obligations to the private sector."
The benefits of abundant intelligence will accrue far outside of San Fransisco.
Spent the last year writing about capital, sovereignty, and the coming reordering of economic power.
THE COMMANDING HEIGHTS
Commanding-Heights.com
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If you want to get up to speed on what’s happening in AI, this is so worth your time.
The @BostonCollege Investment Committee (an LP and my beloved alma mater) asked for a few thoughts on what's happening in AI. I recorded a test run yesterday morning and then shared it with my partners, who encouraged me to share it more broadly... so here you go!
This is not a sales pitch, it's just a reflection on what we're seeing. And it wasn't intended to be shared, so please pardon the rough edges.
loom.com/share/c016702964a04…
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Most interesting idea I’ve seen in the last little while.
Already have a list of people I’d put my name behind.
The whole point is to back people before everyone else catches on.
Want to help someone break in to an industry? Cosign them.
Want to promote someone you think doing is important work that should get more recognition for it? Cosign them.
Want to tell someone that you think they have amazing potential, or that you’d back their startup if they started something? Cosign them.
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Really enjoyed joining @aaronbenitez_ for a fireside chat in Mexico city on startups, AI, crypto, operations and what it actually takes to build through volatile cycles.
Sharp questions, great energy and a room full of thoughtful people.
very accurate
High agency has a failure mode and AI supercharges it. The failure mode is: doing things instead of doing the thing.
Infinite capability means you can start infinite projects. And starting is the most delicious part.
Finishing is arguably the hardest form of high agency, because finishing means submitting to judgment, while starting protects you from judgment forever.
The highest-agency people I know are weirdly slow in a specific way: they move fast on execution and slow on commitment. They're picky about what they want and then relentless once they've picked.
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The most dangerous people understand that almost everything exists on a spectrum, see the nuance, and know when to change the altitude at which they’re operating to get the outcome they want.
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“the only constraint to your imagination is management capacity”
Travis Kalanick is back.
After 8 years of building in stealth, he joins Ben Horowitz and Erik Torenberg to tell the story of his latest company, Atoms, and its vision to digitize the physical world one industry at a time:
01:32 The a16z & Uber backstory
15:36 Different companies, different rules
21:13 CloudKitchens origins
27:13 An $8 meal delivery
31:58 Building in private
34:59 Computing atoms, not bits
42:54 Autonomous mining
49:02 Ideas are cheap, founders are rare
56:21 From 20,000 employees to 6
1:00:32 Why food came first
1:10:40 Entering a new industry
1:20:21 Parallels to the Industrial Revolution
1:28:26 Who Travis is hiring
@travisk @bhorowitz @eriktorenberg
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feels like more and more world-class operators are paying attention to tokenization.
Interesting.
This quoted post is unavailable.
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at the risk of sounding lazy, how many biz playbooks are obsolete in this AI new era?
and what’s the best way to compile the new ones as they emerge?
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