
Building experiences that bring people together. Co-Founder @AlchemySprings. Past: Head of Community @summit and @PeterDiamandis
San Francisco, CA
Joined March 2009
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After meeting many founders, I’d say the ones who live in integrity as defined by @naval are the happiest and most successful.
To everyone just discovering @nathanfielder, on behalf of those of us who’ve been here since the beginning: welcome.
Building physical businesses is insane. This started as a 100 y/o building, some wet concrete, half-built walls, and a pretty ambitious idea. Now it’s becoming the full vision for @AlchemySprings. Patience, capital, iteration, belief, and a lot of amazing people. Almost there.
wellness pt. 2!
thermal benches are easily a top 5 invention all-time – at San Francisco, CA
SF needs more wellness, less AI.
Yesterday, we hosted our first SF wellness event for @thecollectiv3e.
Shoutout to @AlchemySprings for hosting us, it was a beautiful space. 10/10!
Running this monthly, for members.
Just saw a straight STATUS SYMBOL at Blue Bottle in SF: techy kid breaks out his laptop and an old flip phone. Uses its hotspot for an old iPhone when he needs Uber/maps, but mainly does calls + voice-to-text on the flip. I wish @Apple would make a little dumb flip phone...
We’ve been talking about #1 for a long time. Would love to host you @AlchemySprings when your next in town @gregisenberg
The biggest opportunities right now:
1. build for solving loneliness (the more AI floods everything, the more people crave real human connection, IRL and small social)
2. build for agents that need to spend money (they're getting virtual cards and budgets, someone builds the spend controls, fraud protection, receipts)
3. build for people drowning in AI output (everyone generates infinite drafts now, the bottleneck moved to reviewing and choosing, build the judgment layer)
4. build for the burnout economy (everyone is expected to always be on and always optimizing, and the backlash toward rest, slowness, and enough is building)
5. build for verifying humans (deepfakes broke trust, every dating app, marketplace, and video call needs proof-of-human within 2 years)
6. build for the physical world (the trades, hardware, robots that AI is finally reaching)
7. build for the agent that answers the phone (every local business misses calls after 5pm, a voice agent that books the job is worth thousands a month)
8. build for the aging (70M+ boomers who want to stay healthy, sharp, and connected)
9. build for the LLM-search land grab (being the cited answer is the new SEO)
10. build for the newly automated (the paralegal, the analyst, the marketer whose job just changed and needs to reskill fast)
11. build for the seat-pricing collapse (software repricing from $50/seat to per-outcome, whoever nails outcome billing wins a category)
12. build for AI enablement (95% of businesses use nothing beyond ChatGPT, someone has to onboard the other 95%)
13. build for the agency everyone resents (businesses pay $1k/mo to agencies they hate, an agent that does 80% of it undercuts the model)
14. build for verticals on 2011 software (dentists, HOAs, contractors, all overdue for an AI-native rebuild)
15. build for reviving dead software (thousands of abandoned apps with real users, agents can maintain what a team couldn't, buy and revive)
16. build for markets too small to matter before (500 lobster fishermen was never worth a team, now it's a weekend and a real business)
17. build for agents hiring agents (a shadow economy is forming, it needs escrow, reputation, and dispute resolution for machines)
18. build for the anti-AI premium (as everything gets generated, human-made and analog become status symbols people pay up for)
19. build for distribution-first (anyone can build the product now, so the audience is the moat, media company first, product second)
20. build for the reinvention of college (what does an MBA even mean anymore)
21. build for a world with more free time than it knows what to do with (if AI takes the busywork, the question becomes what people do with the hours, and that's a civilization sized market)
note: more trends/ideas @ideabrowser (free to sign up)
22. build for the return to the physical (screens fill with slop, people crave the real world, the hands-on, the local, the analog)
23. build for the caregiving wave. The population is aging fast, tens of millions are caring for parents, and the whole burden is landing on families with no support.
24. build for the longevity shift (people want to live to 100 healthy, and a whole industry is forming around actively managing your own biology)
25. build for the housing and rootlessness problem (people can't afford to settle down, and the whole idea of a stable home base is up for grabs)
26. build for spiritual hunger (as institutions hollow out, the need for meaning, ritual, and belonging is exploding into new forms)
KEEP BUILDING
Jon Stein retweeted
The biggest opportunities right now:
1. build for solving loneliness (the more AI floods everything, the more people crave real human connection, IRL and small social)
2. build for agents that need to spend money (they're getting virtual cards and budgets, someone builds the spend controls, fraud protection, receipts)
3. build for people drowning in AI output (everyone generates infinite drafts now, the bottleneck moved to reviewing and choosing, build the judgment layer)
4. build for the burnout economy (everyone is expected to always be on and always optimizing, and the backlash toward rest, slowness, and enough is building)
5. build for verifying humans (deepfakes broke trust, every dating app, marketplace, and video call needs proof-of-human within 2 years)
6. build for the physical world (the trades, hardware, robots that AI is finally reaching)
7. build for the agent that answers the phone (every local business misses calls after 5pm, a voice agent that books the job is worth thousands a month)
8. build for the aging (70M+ boomers who want to stay healthy, sharp, and connected)
9. build for the LLM-search land grab (being the cited answer is the new SEO)
10. build for the newly automated (the paralegal, the analyst, the marketer whose job just changed and needs to reskill fast)
11. build for the seat-pricing collapse (software repricing from $50/seat to per-outcome, whoever nails outcome billing wins a category)
12. build for AI enablement (95% of businesses use nothing beyond ChatGPT, someone has to onboard the other 95%)
13. build for the agency everyone resents (businesses pay $1k/mo to agencies they hate, an agent that does 80% of it undercuts the model)
14. build for verticals on 2011 software (dentists, HOAs, contractors, all overdue for an AI-native rebuild)
15. build for reviving dead software (thousands of abandoned apps with real users, agents can maintain what a team couldn't, buy and revive)
16. build for markets too small to matter before (500 lobster fishermen was never worth a team, now it's a weekend and a real business)
17. build for agents hiring agents (a shadow economy is forming, it needs escrow, reputation, and dispute resolution for machines)
18. build for the anti-AI premium (as everything gets generated, human-made and analog become status symbols people pay up for)
19. build for distribution-first (anyone can build the product now, so the audience is the moat, media company first, product second)
20. build for the reinvention of college (what does an MBA even mean anymore)
21. build for a world with more free time than it knows what to do with (if AI takes the busywork, the question becomes what people do with the hours, and that's a civilization sized market)
note: more trends/ideas @ideabrowser (free to sign up)
22. build for the return to the physical (screens fill with slop, people crave the real world, the hands-on, the local, the analog)
23. build for the caregiving wave. The population is aging fast, tens of millions are caring for parents, and the whole burden is landing on families with no support.
24. build for the longevity shift (people want to live to 100 healthy, and a whole industry is forming around actively managing your own biology)
25. build for the housing and rootlessness problem (people can't afford to settle down, and the whole idea of a stable home base is up for grabs)
26. build for spiritual hunger (as institutions hollow out, the need for meaning, ritual, and belonging is exploding into new forms)
KEEP BUILDING
11/
That’s why Alchemy isn’t a curated room.
It’s a living room.
And it’s why we’ll never be a members club.
I wrote more about the philosophy here: xitter.cf/JMstein/status/2069811…
















