fuck the system, just build
Austin, TX
Joined December 2024
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if you’re new here, i’m bob. i work in private credit, but my real goal is to break out—build something of my own, or buy a business and scale it. my father passed away when i was 11, just as his own career was taking off. that loss shaped me. it made me relentless, made me see work not just as a way to make money, but as a way to carry forward a legacy.
i think about the world through the lens of politics, economics, and philosophy—how power moves, how markets function, how ideas shape reality. this account is a window into that journey. the risks, the wins, the raw thoughts along the way. figuring out how to escape the corporate track and make something real.
ai impact on the consumer side feels underpriced to me. most of the discourse still orbits around agents helping people cancel unused subscriptions and scrape a bit of savings, but that feels like the least interesting layer. what actually seems underdiscussed is how much consumer engineering this unlocks plus the sheer increase in shopping velocity. amazon already removed a huge amount of friction when it first scaled. they just shut down muse, which makes sense if they plan to own the next interface themselves. once you can simply speak a need, snap a photo of something you want, or type a rough description and have the rest handled, the remaining barriers to buying collapse. that combination of lower friction and higher frequency should compound in ways that favor platforms and non cyclical consumer brands more than the current conversation seems to price in.
imagine going to college and going into debt just to work back office and then get clauded out. many such cases over next year
hold on so let me get this straight…
Today, you can:
- make money by simply posting yourself doing literally anything
- have ai do everything for you, and make u money
- have ai teach you to do a or b above
….and yet you decide to keep working corporate at 100hrs /week?
as someone who lost a parent at a young age, I’d like to think i have become more wise because of it due to increased foresight on the value of life itself. that said, it is bitter sweet. sometimes i think to myself, am i a bad son? my mom has numerous health issues, and an extremely tough life that she has had to overcome. and while im the light in her life, i am sitting at a desk in front of computer screens for the entirely of my waking hours, a few states away from her. I already know my future self will feel guilty for being subject to the golden shackles at the expense of memories and happiness with my mother, yet there is not much I can do about it given my family depends on me (financially).
has anyone done an analysis comparing the returns of funds led primarily by former bankers versus those led by people with backgrounds in engineering, entrepreneurship, mathematics, etc.? i think the results could be pretty telling
Bob retweeted
Seriously saying goodbye to Claude and all other anthropic products
The pushing back, the lazy work, the overly wordy replies - I’m over it all
wish one could somehow map the correlation between returns and perfectly formatted decks vs sloppy decks with intellectual honesty. wild how internal politics mutes intellectual honesty
Bob retweeted
it’s now unclear to me that even openai realizes how strange the distinction between chat & work feels in practice & how fragmented the entire chatgpt experience has become.
like if you leave it on work, every simple question or search becomes an expedition. it starts thinking, planning, & using tools when you just wanted a quick answer.
if you leave it on chat, the product feels increasingly constrained & legacy. you often can’t choose the level of intelligence you want, & the moment you need it to actually do something, you have to switch back.
so there is no good default. chat is often too limited for real tasks. work is too slow & cumbersome for normal queries. constantly switching between them makes the entire product infinitely more complex.
also the lack of sync between mobile & desktop plus what’s a local chat vs cloud chat is a mess. chatgpt went from the most usable simple consumer experience to confusing af in such a short period of time. pretty nuts.
I wonder how crazy (or not crazy) it would be for the following to occur:
1. gov bans open source due to privacy concerns
- how is this possible if “open” source? lol
2. companies push back bc the oligopoly frontiers are too expensive
3. government steps in and subsidizes frontier companies because the economic web they are now intertwined with
Bob retweeted
BRO LITERALLY PREDICTED THIS
There’s been a lot of speculation about where we stand on open-weights models. We’ve outlined our views in full here: anthropic.com/news/position-…
Bob retweeted
The entire tech industry (save for Anthropic) has come out in favor of open source AI.
So what happens next? Will Anthropic change its lobbying efforts? Not likely. Now the gaslighting begins:
“Nobody is trying to ban open source.”
“We just want to limit who can use it.”
“We just want to limit who can contribute to it.”
“We just want to limit how powerful those models can be.”
“We just want to make sure the guardrails (we lobbied for) can’t be removed.”
The net effect will be the same. They won’t stop until they kneecap open source. The rest of the industry needs to watch these guys like a hawk.
Bob retweeted
So let me get this straight....
1. Agents are about to outnumber humans on the internet, so most of the traffic, transactions, and conversations online will soon be machines talking to other machines while we sleep.
2. Superintelligence exists now, and for $20/mo you pretty much get it all.
3. Cloud agents allow you to run a business 24/7 and from literally a phone while you're waiting to order a latte.
4. Voice AI is wide open. This industry has barely changed since the 90s. Infinite opportunities. Voice AI is finally getting good enough.
5. Mobile apps are interesting again for the first time in 10 years, because an AI-first app that thinks and acts on its own is a different species than the passive ones in the store today. There are kids doing $100k/MRR.
6. It's the golden age of open source. The models you download off Hugging Face for free and own forever are landing within months of the ones behind paywalls, so the smartest thing on earth can't be throttled, priced up, or shut off by a company having a bad quarter.
7. The keyboard is on its way out. We spent 40 years learning to type fast, and it's about to feel like handwriting, because soon you just talk and the computer goes and does it.
8. Every company is about to hire agents with their own logins, their own inboxes, their own track records, and a shadow economy is forming where agents pay, hire, and vouch for other agents.
9. Software stopped being something you buy and became something you rent by the hour. The whole industry is repricing from $50 a seat to thousands per outcome. Tons of opportunity.
10. Robots are about to have the moment software agents just had. The intelligence got solved. Now it's dropping into machines with arms and legs, and the people who can wire AI into hardware are about to be the most fought-over hires on earth.
11. The 10-person startup can now out-ship the 500-person company, and everyone can feel it happening.
12. Every white-collar task is getting a "do it for me" button, and most people haven't pressed it yet.
13. Data you've been sitting on for years is suddenly worth something, because now an agent can actually use it.
14. Language stopped being a barrier. Real-time translation that actually works means the next huge consumer app might get built for a market you can't even read, by someone you'll never meet.
15. Every SOP is turning into a product. The way a business does one thing, written down as a markdown file an agent can run, is now something you can sell. Knowledge that used to live in someone's head became downloadable.
16. The moat moved from what you know to how well your business is written down. The company an agent can actually run wins, so being legible beats being big.
17. Since agents will get scammed by other agents, a whole trust layer has to get built. The Yelp for agents. The escrow for machines. Wide open.
18. You keep the whole thing now. A business that needed 50 people to hit $10M needs 3 and some agents, so instead of splitting it 200 ways with investors, it's just yours.
19. Search engines minted a generation of millionaires and billionaires. LLM search is about to do it all over again. Billions of eyeballs are moving off Google and onto ChatGPT, so being the answer inside the models is the new front page.
20. The margins are stupid. You charge someone what they'd pay a human, and it costs you a few bucks in tokens. That gap used to go to payroll. Now it goes to you.
Any one of these would DEFINE a decade on its own.
We got ALL of them at once, stacked on top of each other in the same 18 months.
It's a magical time to be building.
You don't need to overthink it.
Build.
life is a series of yeses and nos. 99% people say yes, guiding them down the path of least resistance, and often times the least risky one. those who say no and take risk break free of the shackles society has unintentionally but inherently instilled upon them.
Bob retweeted
Buyside jobs are just as much about managing your portfolio manager's biases, as it is about underwriting the actual fundamentals of the deal
Bob retweeted
The offsides-detecting technology is killing the game (alongside the weak ass hydration breaks)
the wife archetype and the fun partner archetype feel increasingly hard to find in the same person, which is probably why modern dating feels so broken.