Drew Morgan (@drewmo92_) header
Drew Morgan (@drewmo92_) profile picture

SMB Operator | Other Interests: Bible, Crypto, AI, Investing, Health, Econ, Psychology

Richmond, VA
Joined May 2011
Photo by Drew Morgan (@drewmo92_)Photo by Drew Morgan (@drewmo92_)Photo by Drew Morgan (@drewmo92_)Photo by Drew Morgan (@drewmo92_)Photo by Drew Morgan (@drewmo92_)Photo by Drew Morgan (@drewmo92_)Photo by Drew Morgan (@drewmo92_)Photo by Drew Morgan (@drewmo92_)Photo by Drew Morgan (@drewmo92_)Photo by Drew Morgan (@drewmo92_)
I've been trying to spend more time practicing with ai. Going to post different projects in this thread.
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If I hear one more sob story about feeling trapped because you got a once in a lifetime mortgage rate…
New couple on my podcast: "We bought the perfect house. Now we feel trapped" - 30 & 32, married, no kids - Income: $362K a year - Net worth: $692K - Bought a 3K sq ft house on 1.5 acres in their 20s. 2.7% mortgage - Yard work: 8 hours every weekend - Guilt-free spending: Only $1,680/month - They want to sell (“But you have a 2.7% rate”) What would you tell them?
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Definitely a dynamic I do think it’s ultimately valuable to play with ai and test these tools to learn them even if not directly productive. But it cant stay that way forever.
give a man a fish and you feed him for a day teach a man to Claude Code and you financially ruin him with distracting side projects for the rest of his life
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My new favorite ai use case is to go on a walk and word my vomit my perspective on economy and markets. Then I have ai log it with current asset levels. Then I set scheduled monthly reminders for ai to evaluate where I was right/wrong and blind spots
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Essentially peak intelligence will not be broadly dispersed and instead will concentrate to highest roi use cases
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Also think ai labs could pick and choose whether or not they just want to directly compete in these high roi fields rather than supply compute to other companies
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lol “word my vomit”
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I don’t think this is what anti-ai advocates want but I think this what they will get
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Is there a polling technique that just polls moderates and weighs their response based on how often they vote for the winning candidate?
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It’s important for winning parties to know the extent to which they were given a mandate and what is not in their mandate. This is rare. Landslides are typically taken as a blank check which leads to these massive shifts election to election.
the way the Democrats could fuck this up is if they think this is a mandate for the flawed kinds of social policies which tanked them in the past and they start to double down on that again rather, this tidal shift is a rejection of the performative cruelty against the people, unnecessary foreign war, chaotic tariffs and foreign policy, high cost of living, and corruption this administration has created/demonstrated in the past 2 years
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We’ve gotten to the point where seeing that someone turned mercury into gold just feels like another Thursday…
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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The seam of the eurozone tearing before our eyes
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Shout out
Virginia is the Super intelligence factory capital of America.
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Everyone is focused on the models getting smarter. They are plenty smart for most things you could do. But you have to give them the context to unlock the value. The next year is just going to be everyone recording/documenting everything.
How I’ve Used AI to Generate a Few Hundred Thousand Dollars in New Revenue in 4–6 Weeks I have a story about how I have used AI coupled with changed human behavior to drive a significant change to business results in my business and very much increase the top line. I am a vocal critic of useless masturbatory vibe coding and applications of AI which do not actually meaningfully change business outcomes in any way (If you’re new here) But I’m also simultaneously an avid user of AI, praying that somehow the gods of superintelligence will rescue my meager profit margins and save me from the permanent underclass. Here’s something I’ve done over the past 4–6 weeks that has added a few hundred thousand dollars in top-line revenue to our business. The Problem My current cardinal sin as a business owner is that I allow proposals to stack up. I do site visits, and I’m unable to turn around a bid in a timely manner. The way you ACTUALLY solve this problem is by simplifying your service offering as a business, so you can provide pricing on the spot and do a one-call close (aka sit down at the kitchen table and hammer out a contract with a client). I’m dumb, and I’ve designed a business that is too complex to be able to provide that (at this time). As a side note, caveat: I’m working on rearchitecting everything so that we get there, but we’re not there right now. At the moment, we’re living the experience that most contractors fit into: 1. You get a call. 2. Somebody says, “Hey, can you come out and look at this and give me a price for how much it would cost to do it?” 3. You go out, look at the job, take some measurements, and write down the scope. 4. You try and figure out how much it’ll cost, and then you go back to the client with the pricing. This takes forever, is super inaccurate, is a horrific experience for everybody involved, and is the reason why it’s hard to get contractors to come out and it’s hard to get proposals out of them. It’s not because they hate money or because they’re bad at their job. It’s just that trying to reinvent the wheel every single time you put a proposal together is an impossible exercise. As the contractor or service provider, you’re terrified of providing the wrong price because, if you give the wrong price, it ends up being, at worst, a bad experience. It is, at best, a bad experience for the client, and at worst, it’ll put you out of business and into litigation or something of the sort. So you get stuck on perfection, and as we all know, perfection is the enemy of good, and the bids pile up. We get 5 to 7 leads a day, and there are times when I’m running 3 to 5 sales meetings per day. As you can imagine, if there’s any level of complexity to those jobs, it’s just an impossible exercise. You end up having clients calling you every single day, texting, asking, “Where’s my proposal?” They think you’re ghosting them when, in reality, you’re just trying to do your best to somehow deliver projects while also pricing new projects and figuring out how to keep everything together at the seams. Here’s how I’ve used AI (credit where credit is due) to go from perfection paralysis to a good-enough output, and how it’s driven multiple six figures of revenue for us here at West Coast Deck. The Tools I’m not using some sort of crazy technology stack. I’m not even using any of these MCP connectors or API connectors. I still don’t know what an MCP is. I don’t even know what an API is, so I don’t have the ability to figure any of that stuff out. Which means that if I can do this, you guys can probably figure it out too. The tools I’m using are as follows: * Quo w recording * A Plaud Pin Pro * A ChatGPT Pro subscription * A PolyCam subscription * A Company Cam subscription * A Stanley Fat Max 30 ft. tape measure Here’s What I Do The first thing is, I capture all transcripts of phone conversations and email traffic that we’ve had with the client. Next, I drive to the site. I park outside, and I turn on the plot plan. I start narrating. I say, “Here’s the address. I’m at 123 Main Street. This is Tom and Judy’s house. They have this type of deck project with this type of scope. I’m about to walk into the site and do a job walk and review the work.” Then I start the meeting. I tell the client I’m using AI tools to record, and then I essentially do a very verbal job walk and interview with them. I ask them a lot of questions about what they want to get done, and then I intentionally regurgitate back to them everything that they’ve said. I discuss my findings on the job site with them. I talk through different things. I pull measurements with my tape measure, say the measurements out loud, and talk through the universe of outcomes and options. I talk about materials. I try to be as verbal as possible, knowing that my AI recorder is capturing everything. Now, here is part of why I think this has been so effective for our business. The forcing function of me going through all of the options and being super verbal helps to create expectations with the client, help them understand what will happen, what might be possible, and what the general job scope is. It’s forcing me to be overly communicative with prospects. Before I leave the job site, I take a Polycam 3D LiDAR scan of the entire backyard, which is useful for taking measurements and referencing later if I need to look at details. I also then open Company Cam, and I do a video walkthrough where I reiterate everything that we just reviewed with the client on video. It’s like triPLICATE information: recording what scope is, what needs to happen, and what the next steps are. After the Site Visit The next step is: 1. I say goodbye to the client. 2. I go out to my truck, sit down, and talk to the Plod pin a little bit more about anything that wasn’t appropriate to discuss in front of the client or that maybe I missed and that I need to capture. 3. I end the recording. 4. I transfer the data from the Plod pin into the Plod app. 5. I copy the transcript from the recording into ChatGPT. At that point, I’m also adding any previous transcripts from Quo, any pictures that they’ve sent us, any videos that they’ve sent us historically, and any additional information. There are three more things that happen in the process: 1. I send a recap email to the client with next steps. 2. I generate a scope of work and proposal. 3. I reference our historic library and universe of proposals for pricing. My Super Scientific AI Prompts Normally, you have to buy my course to get my super scientific AI prompts, but I’ll give them away for free here. The first prompt is this: Please write a site visit recap email based on these transcripts and information, and send it to the client. Took me months and months to come up with that prompt. Should make you millions of dollars Even just that little step has made a huge difference in the customer experience. Literally 5 minutes after the site visit, they get a super detailed email from me recapping everything, talking about next steps, and what the project experience will be like for them. The next prompt is also probably worth millions of dollars. Please feel free to steal it. Please write a construction proposal based on the site visit transcript and all the information. Reference my previous proposals. And it spits out something that honestly is plenty good enough to sit down and review as a client. The next step is: you can ask it to reference pricing from previous proposals, or you can just look at your price book and manually input pricing into the detailed proposal. The Results I can’t wait for all the comments from people saying, “Oh, you should do this better.” That’s part of why I post this kind of stuff, because I want people to tell me how to do it better. We already have a V2, V3, and V4 of this planned, but this has first concept already resulted in a couple hundred thousand dollars in initial sales in just 4 to 6 weeks. Anybody could figure this out. It does not take any sort of AI wizardry. It’s just basic, rudimentary tools that are available to anybody. Provecho! (Happy hunting)
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Drew Morgan retweeted
Something pretty wild is suddenly playing out throughout the commercial real estate industry
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Palmer is the next generation’s Elon
Anduril is building America's largest shipyard since WWII. This space needs bold investment and decisive action. In the 1790s, Baltimoore clippers were the fastest and most advanced sailing ships of their time. King George III didn't stand a chance. Time to run the same play.
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But in 2006 we were over-levered and there was a massive default wave… The difference this time is government doesn’t have to default, but it still needs a release valve which is the US dollar
Replying to @biancoresearch
5/8 Combine them and ALL debt/loans reached 370% of GDP in Q2 2026, effectively the same as it was 20 years ago: 368% in Q3 2006. There’s been no net addition to OVERALL debt levels relative to GDP in the last 20 years. What's changed is who is borrowing/deleveraging.
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Drew Morgan retweeted
what’s shocking is how few ppl realize how much of modern culture & behavior was almost entirely shaped by zirp, debt, & basically free money. when that fully unwinds the adjustment is going to be brutal. ppl have to go from an abundance mindset to suddenly realizing oh shit a lot of this was never actually sustainable. & now this might happen before ai super growth. imagine austerity in america, there would be riots because american pain tolerance below zero.
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What he said
If the AI boom is driving inflation but the gains aren’t reaching Main Street, raising rates hits ordinary folks twice… higher prices and more expensive debt. Missing out on the boom and getting stuck with the bill for cooling it down. Average Joe is getting fucking COOKED 😬
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