Jess 🌱

"2 years to escape the permanent underclass"

Don't fall for the psyop anon. Invest in things that compound.

Read, listen, learn
Build deep relationships and trust.
Build competency and competitive advantage.
Buy bitcoin

“The first rule of compounding: Never interrupt it unnecessarily.”- Charlie Munger

Challenge accepted.

Guy's right.

The core unlock is context. Agents can hold far more nuance about what each side wants than a listing can, which makes much better matching/transacting possible.

Pay special attention to markets where the best supply picks its counterparties:

- Senior hiring (top people rarely apply)
- Selling a business (good deals rarely get listed)
- Private markets (founders pick investors)

Or where humans are the biggest friction point:

- Used goods ("is this still available?")
- Local services (reviews don't = fit)
- Rentals (endless inquiries)
- Freight and logistics (brokers still core)

I've found some of the writing the NFX crew have been sharing on this opp to be valuable.

Dropped a few of their posts (one written in 2023!) below.

The gap between augmentation and wholesale re-imagining is the thing to watch.

Many are doing more work faster.
Few are rethinking the category from first principles.

Augmenting with ai < rethinking with ai

👀