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By the time I was 24 I'd raised over $17m -- here's all the worst pieces of advice I got:
Yesterday's Zuck / Alexander Wang interview on Cheeky Pint is a masterclass on how agentic commerce will look:
Similar to the shift from brick and mortar to eComm, Agentic Commerce is the next big wave that will power most repeatable purchases. My notes from the interview -
1 - Agents will unlock new customers and purchasing behavior, vs. just streamlining existing behavior. eComm removed so much friction in buying that people bought more stuff. Agentic buying will be another step function increase in the volume of what people by, vs. just automating my weekly purchases.
2 - Memory is a core moat. My passwords and purchasing behavior will be held in a single agent like Muse or Instinct, and so my likelihood to switch will be relatively low and get lower over time, even if a marginally better agent comes out.
3 - The ecosystem needs to be built. All of the energy seems to be in user interaction, but the underlying infrastructure needed for agentic commerce is still in it's infancy.
4 - Agents will start with browser navigation and then agent to agent interactions.
The progression will essentially be:
- Agents navigate websites
- Agents use direct APIs
- Personal agents transact with business / retail-side agents
It seems like Meta is actually trying to own both sides of this trade, vs. just a personal agent like Muse.
I think most of retail isn't prepped for agentic commerce. One-click-checkout sites like Fast failed because the workflow for every site is pretty different.
The SEO > AEO wave that happened with search is only just starting to hit commerce, and how an agent finds what to buy looks quite different than how a human finds what to buy.
But big brands aren't really optimizing for that yet. This space feels like dropshipping did when Alibaba / FBA first launched.. so exciting
this is Kendrick v Drake for people who know what RSUs are
apple.news/AkKzaPX_7QUW9CME0…
Sam is doing incredible work solving one of the most pressing challenges of our present and future. Sub 2 months to compute is miraculous 🚀
Introducing NetworkOcean.
Our future is bottlenecked by the speed at which we can deploy power.
We’re building floating solar arrays powering data centers at sea. This will soon be the fastest way to deploy new compute, skipping years of land, grid connections, and traditional infrastructure delays.
Our 2030 target is 1 GW/week.
@network_ocean_
Executives are running companies with a blindfold on.
Meet Arist Diagnostic, an always-on performance consultant that finally lets you see
There’s a huge business waiting to be built running the AI Review Board (ARB) at every major company.
Legal and IT teams are swamped evaluating hundreds of tools, and it can take months to get a spot in the board’s queue if you don’t have the right champions
This.
A country has never been lifted out of poverty while creating no billionaires
No one realizes each also creates thousands of millionaires, often more
Massive net positive
10% of parents thinking their kids will go pro, when .001% do, is insane
It's not hard to see why PE keeps pushing into youth sports
• ~60 million US children
• $40 billion annual revenue
Youth Sports Parents:
• 2 in 10 think their child can go D1
• 1 in 10 think their child can go pro
And the average family spent $1,016 on their kid's primary sport just last year, +46% since 2019
I'm looking for an all-star SDR to join Arist and work with me directly. You don't need any xp in the tech space, and just need to be hungry and ready to learn.
Since no formal qual or job application, how to apply:
- Do research on Arist and who we serve
- Land an Arist meeting with a potential customer
- Send me an email (work email) explaining how you did it and what you’d do to get 50 more in a quarter
And that's it. Rather than 500 applicants on LinkedIn we'll likely get 10-15 who attempt this. But they'll be incredible humans 😉
the best ideas happen when you’re bored
which is tough, because the modern world is great at making sure we’re never bored
The Collison brothers single-handedly fighting tech’s anti-alcohol trend
irish founders true to form
One of the best parts of Stripe is working with the world's most interesting businesses. Taking advantage of this, we're launching a podcast where we host founders and leaders for a cheeky pint in our hastily-constructed office pub. Coming soon: episodes with @gdb, Meta’s Susan Li, @kvogt, and @levelsio.
Let me know if you have suggested interviewees. We'll likely include a bunch of interviews with people you've never heard of but whose business stories are fascinating.
